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fareastwarriors

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Everything posted by fareastwarriors

  1. Man, those comments under the article are harsh. Tough crowd! haters gona hate...
  2. http://www.bloomberg.com/news/2013-03-27/oil-demand-plateau-seen-as-natural-gas-favored-chart-of-the-day.html Oil-Demand Plateau Seen as Natural Gas Favored
  3. http://online.wsj.com/article/SB10001424127887324034804578348214242291132.html?mod=WSJ_hps_LEFTTopStories#articleTabs%3Darticle Boom Times on the Tracks: Rail Capacity, Spending Soar .
  4. I follow random group of people in all the time. 8)
  5. Oh well. plenty of bad decisions out there. capitalism will take care of it.
  6. http://washingtonexaminer.com/article/2525150 America's oil and gas revolution
  7. http://www.businessweek.com/articles/2013-03-22/natural-gas-prices-and-profits-have-come-roaring-back#r=hpt-ls Natural Gas Prices, and Profits, Have Come Roaring Back
  8. Heinz moves closer to cementing buyout funding http://www.reuters.com/article/2013/03/21/berkshire-heinz-financing-idUSL1N0CDELO20130321
  9. Inside a Star Hedge Fund: Lots of Big Bets, Built Fast google it or http://online.wsj.com/article/SB10001424127887324323904578366931326859890.html?mod=WSJ_hps_LEFTTopStories
  10. I'm thinking since that "audience" actively sought out the class, they might be more inclined to pay attention and do well since they were already interested. Whereas if I was taking a class just because of a requirement, I don't think I will do well. (True story for me since I took a few online class at the California State University level. I did ok...a few B's but I never felt like I actually learned anything... The classes were art history/lit/Eng I believe. We used Blackboard software.)
  11. Rent control in Texas? That sounds so un-American. (I have no clue) But it seems like the choice is pretty clear, go for the downtown place.
  12. Thanks for sharing. I never really thought about it in that way before. I was in the camp that entrepreneurs were usually risk-takers... It was insightful.
  13. I just don't see a run for the exits on the brand. Women will continue to buy them because they are comfortable and they make them look good. I don't dispute the rich valuation Cardboard and I don't want to come across as defending them. I simply think its risky to short it. anecdotally, from my lady friends, LULU makes fundamantally good products, and they still swear by it. but it could be the case, that it is a good company but just a bad stock (at least at the current valuation)
  14. Most of the ads I see on this site are based of my google profile activities (searching and gmail) ;) it is kind of scary... i look at the one thing on another page and bam the ads shown here are related, almost instantly...
  15. Seems to be only useful if one is a subscriber. Google for the Title: Shale-Gas Boom Alone Won't Propel U.S. Industry If you are coming from Google WSJ will let you read the article. +1 works for Barrons, NYTimes, and (most) FT articles as well.
  16. http://online.wsj.com/article/SB10001424127887324392804578362781776519720.html?mod=pls_whats_news_us_business_f Shale-Gas Boom Alone Won't Propel U.S. Industry .
  17. http://www.bloomberg.com/news/2013-03-15/buffett-reaps-102-million-as-dimon-gets-dividend-raise.html
  18. http://www.bloomberg.com/news/2013-03-14/eagle-ford-shale-boom-fuels-madhouse-in-south-texas-counties.html Eagle Ford Shale Boom Fuels ‘Madhouse’ in South Texas Counties
  19. If they're going to do buybacks, I'd rather it be at low prices than high prices. They can always do a bigger dividend later, but for now, buybacks seem like a better use of capital IMO, and if the absence of a higher dividend allows them to buy cheaper, I think it's a good thing. And if in the meantime they keep piling up capital on the balance sheet, it just means a bigger dividend and buyback next year, and a more solid balance sheet in the meantime, so it's not lost. I really hope BAC can do some substantial buybacks before something blows up again ala a JPM/Whale or something else... I would definitely like to see a lower share count.
  20. http://www.bloomberg.com/news/2013-03-14/goldman-jpmorgan-ordered-to-fix-capital-planning-by-fed.html
  21. http://online.wsj.com/article/SB10001424127887324532004578360362254897242.html?mod=WSJ_hp_LEFTWhatsNewsCollection Natural-gas futures jumped 3.6% to settle at a 16-week high of $3.812 million British thermal units after government data showed inventories dropped by more than expected last week.
  22. http://www.bloomberg.com/news/2013-03-13/oil-riding-rails-creates-jobs-as-buffett-puffs-chest-freight.html
  23. Is it not because they issue bonds which are not guaranteed by BRK?
  24. Howard Marks on Barrons http://online.barrons.com/article/SB50001424052748704836204578340351329744008.html?mod=WSJ_BOL_mod#articleTabs%3Darticle or google "Guru to the Stars" Howard Marks has made a killing on distressed debt. So, what does he think of the bond bubble? It's in only the "fifth inning."
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