tma-1

7 ms·

31.
by tma-1 10y ago
Long-term, I am not very bullish on Google/Alphabet. More than 90% of their profits come online advertising, something that can be easily blocked for life with a simple browser extension/plugin. Some worrying figures[1]: * US ad b
32.
by tma-1 10y ago
Yes it's permanent. Interest rates are still super low, meaning companies can still take on debt to buy back their stock. The effect of quantitive easing remains until interest rates start going up and the Fed start buying government b
33.
by tma-1 10y ago
Both GS and MS (as well as other FIs) are off there highs because of all the volatility in the markets the past 6 months and worries about losses from bad energy loans. BAC, WF, Citi are all off their 12-month highs by a significant margin
34.
by tma-1 10y ago
I am not surprised. I am a huge fan of Thiel, his book Zero to One was a real eye opener for me.
35.
by tma-1 10y ago
Have you been following the current earnings season? We are witnessing horrible earnings while stocks keep going up and up. All the losses in August 2015/February 2016 have virtually disappeared after the oil price recovery.
36.
by tma-1 10y ago
I would bet they want restructure so they can do more stock buybacks...
37.
by tma-1 10y ago
So Intel is cutting 11% of its workforce, Goldman Sachs just reported a 56% drop in profits, Morgan Stanley had a 50% drop in profits, Netflix missed subscriber growth estimates etc... yet, the Dow just hit a 9-Month high, and the S&P50
38.
by tma-1 11y ago
E-Reader for the price of a new PS4, no thanks.
39.
by tma-1 11y ago
GS makes around $10 billion a year, are you saying that the profits for the last 10 years or more came purely from sales of MBS? I know no one has been imprisoned over the financial crisis mess, but settlements like these truly show that th
40.
by tma-1 11y ago
Lived there in 2012 for 6 months. What an amazing country, probably the best place in Europe to have a family. Stockholm is one of the most beautiful and safest capitals in the world.
41.
by tma-1 11y ago
Narwhal is one of the most underrated Reddit apps, so much better than AB and obviously superior to this new app.
42.
by tma-1 11y ago
I am not very cheerful about the markets being "-largely driven by passive investors. Traditional investors play a pivotal role in corporate governance and strategy, and reward management with a track record. Unfortunately the flows ar
43.
by tma-1 11y ago
It happens when large firms have a lot of extra liquidity and cheap debt. Look at FB and Google.
44.
by tma-1 11y ago
Nope, they're dominated by a few because when a specific company becomes successful enough it can buy out the rest of the players.
45.
Forecasting/Time Series Analysis using R(otexts.org)
4 points by tma-1 11y ago|1 comments
46.
by tma-1 11y ago
Let them automate and buy their own stocks back, it's gonna bit them in the ass sooner or later.
47.
by tma-1 11y ago
I have to say, we should all be super grateful for the OSS community. There's so much free non-publicly funded continuously supported OSS available within a click of a button. I am a data scientist, and everyday I am amazed how powerfu
48.
by tma-1 11y ago
I have a close family member that suffers from treatment-resistant rapid cycling depression. Basically, throughout the year, she cycles from hypomania to normal to depression. And there's no real/consistent trigger for these episo