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Bet on Insanity

July 06, 2015 – Comments (0) | RELATED TICKERS: NBG

Einstein defined insanity as doing the same thing over and over and expecting a different result. Throughout the latest itteration of the Greek financial crisis the two sides meet, news from "sources close to the negotiations" (the Greek government) leak that a deal is near only to find out neither side budged.   [more]



Danger Will Robinson Danger! (China Version)

December 08, 2014 – Comments (3) | RELATED TICKERS: YINN

5 Year chart of Shanghai Composite Index, pay particular attention to the end of the chart.  [more]



Quick Thoughts on Netflix and Stand Alone HBO

October 16, 2014 – Comments (0) | RELATED TICKERS: NFLX , CMCSA

I red thumed Netflix for the second time probably a year or more ago under the premise that the real threat to Netflix came from the MPVD's (cable & telcos) who have orders of magnitude more money to spend on content than Netflix does. In short the MPVD's roughly split the subscription fee with premium content providers like HBO and Showtime. While Netflix is finacially equivalent to the premium content services they could not compete with the pocket books of the MPVD's should they (when they) decide to bypass these services and bid directly for content themselves. For a frame of reference Comcast video segment alone spent $5B on prgramming in 2013 which exceeded Netflix entire revenues of ~$4B for 2013. Imagine a combined Comcast, Time Warner in addition to already in the fold NBC and potentially licensing agreements with other MPVD's.   [more]



O.T. MH370 Conspiracy Theory (They Know Where it is)

March 21, 2014 – Comments (9)

Let me start by stating I'm not a conspiracy buff; I think they found the remains of a weather balloon at Roswell, Oswald was a nut and killed Kennedy all by himself, Elvis is dead and Obama was born in Hawaii. I don't present my MH370 conspiracy lightly, however I think the implications of what we haven't been told but can figure out on our own, suggest investigators have to know where the plane is (but don't want the bad guys to know we know). The crux of my case comes down to my firm belief that anyone using high school geometry could plot the flight path and final destination of MH370 from the circles corresponding to possible places on earth that the plane could have been at each of the 7 satellite pings. The two big arcs that the media keeps mistaking for flight paths are just parts of one circle out of 7 as can be seen on the map in the middle of the story linked below.  [more]

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