anotheraccount's threads


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China devaluation - hedge fund overcrowded trade?
by anotheraccount on 4 Feb 2016   3 comments, latest a month ago
Kyle Bass has been talking about it like it's such a sure trade. In 2011 he was talking about JGBs blowing up. Guess what 10 JGBs are at 0%. ...

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Trump's tax cut - MCD lays people off.
by anotheraccount on 7 Jun 2018   32 comments, latest 6 years ago
After getting a huge tax cut, they lay people off. Stock price goes up 3%

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No thread about ZTE?
by anotheraccount on 14 May 2018   32 comments, latest 6 years ago
Please try to defend Trump's action here.

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Remember when home depot said it was giving $1000 to employees for tax cuts
by anotheraccount on 22 Apr 2018   17 comments, latest 6 years ago
Only full time employees got bonuses: Less than two years: $200 bonus Two to four years: $250 bonus Five to nine years: $300 bonus 10 to 14 years: $400 bonus ...

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Sold all of NAC today
by anotheraccount on 12 Jul 2017   2 comments, latest 6 years ago
Premium/Discount went from -10% in Nov 2016 to -1.6% now. With the way economy has overheated on the coasts, the Fed will have hard time justifying not raising rates. ...

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Apple Sale at BestBuy
by anotheraccount on 5 Aug 2017   Posted 7 years ago
If you need an iPad Pro or Mac Book Air, the discounts are substantial. They are out of 32GB model still have 128GB. http://www.bestbuy.com/site/pr http://www.bestbuy.com/site/ap

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Can Economic Growth Alone Fix Income inequality
by anotheraccount on 20 May 2017   6 comments, latest 7 years ago
US GDP 18T - growing 3.5% nominally generates about 630B a year in new possible income. Interest on all debt (government, auto, mortgage, et) is around 3T. Creditors get ...

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Why is economy growing at 0.7% annualized in the Q1 under Trump?
by anotheraccount on 28 Apr 2017   24 comments, latest 7 years ago
I though the animal spirits would make it grow faster.

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Pence = Hillary
by anotheraccount on 2 Mar 2017   4 comments, latest 7 years ago
http://www.msn.com/en-us/news/ Emails released to The Indianapolis Star in response to a public records request show Pence communicated via his personal AOL account with top advisers on topics ranging from ...

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Prediction: Debt will rise faster under Trump than Obama
by anotheraccount on 20 Dec 2016   14 comments, latest 7 years ago
That's what happens under all supply siders. They cut taxes now and expect trickle down to happen sometime later. There is certainly some trickle down. It's just much smaller ...

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CA property taxes some of the lowest in the nation
by anotheraccount on 3 Dec 2016   8 comments, latest 7 years ago
http://blog.sfgate.com/onthebl "What’s even more amazing is that the effective tax rate in some other Bay Area cities are even lower. In Palo Alto, for example, where Trulia set the ...

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NAC NAV/Price discount is 7.3% as of yesterday
by anotheraccount on 4 Nov 2016   Posted 7 years ago
NAV is 16.15. closing price 14.98. Either a good opportunity or beginning of a bigger sell off. Bought a little bit.

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Real Economic Stimulus
by anotheraccount on 21 Oct 2016   13 comments, latest 7 years ago
200B to build 1,000,000 apartments over next 12 months in areas where housing affordability is bad. This would be way better than trying to build a stupid train from ...

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Globalization and Cheating
by anotheraccount on 7 Jun 2016   Posted 8 years ago
http://www.businessinsider.com Citing data from 14 large public universities, The Journal noted that public universities recorded 5.1 reports of alleged cheating per 100 international students, compared to one report of ...

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Obamacare should compell insurers to stay in exchanges
by anotheraccount on 19 Apr 2016   36 comments, latest 8 years ago
http://www.businessinsider.com This is BS. They are essentially getting out of preexisting conditions this way.

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Helping Timothy Geithner - Eliminating TurboTax
by anotheraccount on 15 Apr 2016   13 comments, latest 8 years ago
http://thinkprogress.org/econo Elizabeth Warren wants to make tax filing season simpler and cheaper for most Americans. On Wednesday, the Democratic senator introduced a bill with seven cosponsors, including Democratic presidential ...

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Trump's healthcare policy
by anotheraccount on 2 Mar 2016   37 comments, latest 8 years ago
https://www.donaldjtrump.com/p Point #5: Require price transparency from all healthcare providers, especially doctors and healthcare organizations like clinics and hospitals. Individuals should be able to shop to find the best ...

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Recess appointment to Supreme Court this week
by anotheraccount on 14 Feb 2016   9 comments, latest 8 years ago
If Obama had balls, he would make a recess appointment of Supreme Court Justice this week and forgo the crazy political theater for the rest of the year. He ...

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Give homeless homes - it's cheaper that what we do now
by anotheraccount on 29 May 2015   12 comments, latest 9 years ago
http://finance.yahoo.com/news/ "Close to half of all county expenditures were spent on just five percent of the homeless population, who came into frequent contact with police, hospitals, and other service ...

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Lobbying at work (from ft)
by anotheraccount on 7 May 2015   Posted 9 years ago
Some top US former military leaders have called for Congress to give President Barack Obama the fast-track authority he needs to complete ambitious trade deals in both the Pacific ...

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Interesting Apple article - what do you think?
by anotheraccount on 30 Apr 2015   1 comment, latest 9 years ago
http://www.moneyballeconomics. First, boycott Apple products. If you buy an Android phone you can take comfort in knowing that some of that money comes back to the US via Google, ...

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Where are the sanctions?
by anotheraccount on 10 Jan 2015   4 comments, latest 9 years ago
http://www.bbc.com/news/world- Saudi blogger Badawi 'flogged for Islam insult' On Thursday state department spokeswoman Jen Psaki urged the Saudi authorities to "cancel this brutal punishment" and to review his case.

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Both Republicans and Democrats are hypocrites about taxes
by anotheraccount on 10 Jan 2015   1 comment, latest 9 years ago
Both parties support raising the gas tax which will mostly affect the middle class: http://www.reuters.com/article I do believe that raising the gas tax is a good idea but not ...

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Fake users
by anotheraccount on 31 Dec 2014   25 comments, latest 9 years ago
I read some articles on sfgate today and noticed that most of the comments are done by users that registered very recently and are posting comments at incredible pace ...

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This is just low - Obamacares Subscriber Rolls Include Unpublicized Dental Plan
by anotheraccount on 20 Nov 2014   17 comments, latest 9 years ago
http://www.bloomberg.com/news/ The Obama administration included as many as 400,000 dental plans in a number it reported for enrollments under the Affordable Care Act, an unpublicized detail that helped surpass ...

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Who does not want Califonria Prop 45 to pass
by anotheraccount on 24 Oct 2014   35 comments, latest 9 years ago
Here is who contributed money against prop 45 as of August 20, 2014. Kaiser Foundation Health Plan, Inc. / KP Financial Services $14,590,350 Wellpoint, Inc. and Affiliated Entities $12,770,000 ...

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Health insurance money at work in California
by anotheraccount on 17 Aug 2014   1 comment, latest 10 years ago
http://www.sfgate.com/bayarea/ Blue Shield of California says its aim is "to ensure all Californians have access to high-quality health care at an affordable price" - and apparently that includes spending ...

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Will we finally get inflation and the rise of bond yields?
by anotheraccount on 19 Jun 2014   6 comments, latest 10 years ago
I've been bullish on bonds since the crazy sell off in June of 2013. However, I've reduced my position substantially in the last month. I am starting to think ...

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Covered California - Prices Rising
by anotheraccount on 4 Oct 2013   35 comments, latest 10 years ago
I've finally got a chance to check on the actual prices offered. If I were to switch from my current family plan to the one offered on Covered California, ...

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What's going on the ground in India?
by anotheraccount on 27 Aug 2013   Posted 11 years ago
The currency is collapsing. I usually like to buy things that have big moves, but in this case I simply don't know enough. They need to raise interest rates ...

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First sign of the top - declining sales
by anotheraccount on 15 Mar 2013   126 comments, latest 11 years ago
Now that super low interest rates are baked into payments, the top is forming in pricing. I know that one month does not make a trend, but one would ...

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Declining birth rate - transitional or major change?
by anotheraccount on 18 Mar 2013   Posted 11 years ago
US Rate falls to a record low in 2011. http://www.pewsocialtrends.org Is this a significant change that will last next 20-30 years? Or is it just due to recession and ...

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A Way to Think About Stock Market Earnings
by anotheraccount on 25 Jan 2013   Posted 11 years ago
S&P 500 is around 14 Trillion in market cap (at 1500). Companies earned about 1.2 Trillion in 2012 (102.47 in earnings and 30.44 in dividends). 50% of the earnings ...

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This spring will be a local top in bay area prices
by anotheraccount on 19 Jan 2013   14 comments, latest 11 years ago
As I've mentioned in my posts before, I believe that the move in bay area housing has been driven primarily by interest rates and not by jobs. Tech jobs ...

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Carried Interest Loophole Lives
by anotheraccount on 12 Jan 2013   15 comments, latest 11 years ago
This is the loophole that Romney uses to keep a low income tax rate: When he announced the "fiscal cliff" compromise this month, President Obama promised that upper-income Americans ...

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LIBORGate vs. InventoryGate
by anotheraccount on 24 Dec 2012   Posted 11 years ago
It's amazing to find out how many people were involved at manipulating LIBOR rates and all of them kept it a secret for years. I don't think it would ...

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Solving Medicare Model
by anotheraccount on 28 Jul 2011   32 comments, latest 12 years ago
Inspired by the all the debt ceiling debate I created a model on possible solution to Medicare. Providers, medicare recipients, and top 1% of tax payers have to make ...
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