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sophomore

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  • Tesla's Matrix Moment [View article]
    @weaponzero - The energy.gov map is nice although I may have miscounted at 9 states. I think that an important associated measure would be population served or MW produced. Are the most populous states represented in the 90% set?
    May 5 02:50 PM | Likes Like |Link to Comment
  • Tesla: The Good, The Realistic And The Ugly Outlook [View article]
    @breinick - In addition, no one should write commentary on Boeing unless they have piloted both a 747 and the Dreamliner. Further, Deere is off limits unless you regularly drive a tractor. Finally, no one is allowed to comment on Coca-Cola unless they consume at least 64 ounces on a daily basis.
    May 4 06:10 PM | 3 Likes Like |Link to Comment
  • The True All-In Cost To Mine Gold: Complete 2012 Figures [View article]
    OP: "... and there are little in the way of hedges." Pardon me, but I may be missing something here. Do gold producers not have access to the futures markets or the assorted derivatives on gold ETFs? Precious metals commodity trading (as practiced in all the global financial centers) is a classic textbook hedging problem.
    Apr 17 04:29 PM | 1 Like Like |Link to Comment
  • Intel Makes A Cunning Move [View article]
    @s1james - Fundamentally, why does Intel want to compete on price?
    Mar 17 11:27 AM | 1 Like Like |Link to Comment
  • Why Intel Is So Tough To Own [View article]
    @Robert McDonald: "I would not be buying Intel until this situation is clarified." Given recent AAPL performance, one might say "I would not buy Apple until this situation is clarified." The world seems to be revolving less around Jobs' legacy.
    Jan 27 03:20 PM | 2 Likes Like |Link to Comment
  • Fear And Loathing On Wall Street [View article]
    @kongen1 - the election is over. Let's all hold our elected leaders responsible for results rather than promises and finger pointing.
    Jan 27 11:49 AM | Likes Like |Link to Comment
  • 2012 In Review: How Good Was S&P 500 Performance? Who Got It Right? [View article]
    @AuCoaster - the binary bull / bear is too blunt for this discussion. James' discuss of percentile returns is richer than a dichotomy and allows for concepts like "historically normal returns."
    Jan 27 11:27 AM | Likes Like |Link to Comment
  • 2012 In Review: How Good Was S&P 500 Performance? Who Got It Right? [View article]
    @ Pelican - link please? Also, would your 5th grade math teacher be comfortable if you rounded 15.83% to 16% for two significant digits?
    Jan 27 11:15 AM | Likes Like |Link to Comment
  • Microsoft: Surface Sales Don't Matter [View article]
    @ craighyork - Would you share your interpretation of the word "doom" w.r.t. MSFT? I am thinking of something like: "I am short 30k shares MSFT via naked options. 50% decline by the January 2013 expiration, baby!"
    Dec 28 04:42 PM | Likes Like |Link to Comment
  • Longevity Risk, Through The Eyes Of An Actuary [View article]
    @JB 9:15 a.m. Which insurer sells immediate annuities that do not have a commission? An annuity purchaser has to buy a real product from a real insurer at a real price.
    Dec 24 05:32 PM | Likes Like |Link to Comment
  • One Way To Offset The Coming Tax Bite On Preferred Stock Capital Gains [View article]
    Remember the wash sale rule. You will need to be "out" of the individual names for 35 days (to be safe) before repurchase. If you want to cut in at exactly the first day the wash sale rule expires, please consult with your tax advisor.
    Dec 16 08:56 PM | 1 Like Like |Link to Comment
  • We Have Met The Enemy [View article]
    You also picked the wrong weekend to stop sniffing glue. <Airplane! reference>
    Dec 16 01:58 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    @JSG 'Too Big to Prosecute' (TBTP) is a colorful phrase that plays well with some audiences. However, I would ask if this is an appropriate comment for a news item of $1.9B fine. That is, unless you are intentionally being ironic to show that the system works on occasion.
    Dec 11 11:04 AM | 4 Likes Like |Link to Comment
  • 2013: More To Worry About Than Just The Fiscal Cliff [View article]
    Probably an "autocorrect" in a word processing program prior to posting. Pandora = Panera.
    Dec 11 10:49 AM | Likes Like |Link to Comment
  • The Trillion Dollar Coin Idea: Beyond Stupid [View article]
    @ LJK - You may want to research the legal concept of "seigniorage" before you assert an interpretation in your first bullet point.
    Dec 10 07:12 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
139 Comments
148 Likes