Friday, September 30, 2011

Kids on Taxing the rich... Fed & Bernanke counterfeiting

GMA clip 9/29/11.

IF you don't like paying higher taxes "you're greedy."

Kid solution on bringing America back: put money in printer and make more money.  

Future Fed head alert, look out Bernanke.






Kids Don't think Obama Re-elected

A clip from GMA 9/29/11. Kids don't think Obama to be re-elected, offer advice of more job availability.


Thursday, September 29, 2011

The Case For Barnes & Noble: Amazon

The performance of Barnes & Noble (BKS) shares compared to Amazon (AMZN) can be seen from this Google chart:

For many reasons Amazon is doing well and Barnes & Noble is under pressure and without a change may go the way of Borders, bankrupt.

Most people have heard the story or been the subject themselves of browsing in a Barnes & Noble brick and mortar to find and review a product and then, having compared costs, ordered the product using Amazon.
Or have you witnessed the "customers" that enjoy casually sitting and reading in the B&N store rather than purchasing the product and reading it elsewhere.

As stated, there are many reasons for the bifurcation in these companies performances.

There are many reasons to think B&N will have trouble surviving without a change. However, one reason to consider investing in BKS is ironically the company that is pressuring its sales, Amazon.

Amazon is under pressure from cash strapped states to implement a sales tax.

One could reasonably suspect that this sales tax drive will eventually take place. At that point, I think Amazon would seriously weigh the pros and cons of establishing a physical presence, brick & mortars. Barnes and Noble would be an attractive way of establishing this physical presence; Amazon may buy B&N.

Amazon has established customers across a broad range of products and is becoming more entwined with its customers daily lives. What better way to promote itself, provide superior customer interaction, and be a resource to the community as a social gathering spot than by a physical store presence?

In addition, Stifel Nicolaus & Co. analyst David Schick says a Barnes and Noble purchase would bring Amazon B&N's "competitive advantage... in its relationship with publishers and heavy readers, ... relationships...strengthened with Borders going out of business."

Amazon's focus on online media could gain tremendous boost utilizing B&N's existing college presence.

AMZN may buy BKS and figuring out when and at what price may be worth thinking about.

Saturday, September 24, 2011

HFCS High Fructose Corn Syrup

Just watched a commercial that fails the logic test.



The commercial says studies found that HFCS has an affect similar to sugar in humans.
It implies that there is nothing to worry about in consuming HFCS.

This implies that there was a current concern about consuming HFCS.

'A' is possibly bad.
It is found that 'A' is similar to 'B'.
Therefore....?
Well, according to the commercial 'A' is now okay!

What about the possibility that 'B' may also be bad?

I'm not going to say that sugar is bad. What I will say is that excess sugar is probably not good for anyone.

The average amount of sugar consumed in a year by Americans has increased 100lbs in the last century. 

We know how sugar affects insulin levels and we know how powerful insulin is.
We know that cancer cells feed off of sugar.

Why do we continue to ignore the science that has won multiple Noble prizes for its researchers?

$$$$$$$$$$$

HFCS is cheap compared to sugar. Sugar is sweet. People like the taste of it and the insulin response to sugar.  It is a potentially deadly cycle, an addiction that is being exploited for profit.


Just found this commercial that has the actress hastily mumble "its fine in moderation."  I guess the lawyers got in on that one.

Friday, September 23, 2011

Einstein Wrong. Physicists fail to think. Grand Unified Theory Possible.

Analysis of this article gives credence to many of the thoughts I have had the last few weeks.
Physicists who measured particles traveling faster than speed of light don’t dare dream
The thoughts:

1.Einstein was wrong.
2. Time is not real.
3. The speed of light is not a barrier.
4. Time travel and dilation are a farce
5. Simple thought experiments can invalidate explanations of Einstein's theories.
6. A Grand Unified Theory (GUT) has been hampered by an unwillingness to consider Einstein wrong.
These thoughts were prompted from a TV show discussing the possibility of time travel.

Time is not real, it is a derived measurement. Time can be many things- the displacement of sand by gravity, the period of a pendulum, the frequency of microwaves from cesium. You can not add to it or take away from it. It has no absolute beginning or end. It is a relative measurement that has no meaning beyond what we give it.

A "subatomic particle, the neutrino, was found to have outrun light and confounded the theories of Albert Einstein.
To our great surprise we found an anomaly,”

No! You measured a result. It is only an anomaly to the special theory of relativity.
“Everybody knows that the speed limit is c, the speed of light. And if you find some matter particle such as the neutrino going faster than light, this is something which immediately shocks everybody, including us,”
No! The speed of light is the speed of light. Don't blame everybody for the scientific community's assumption of correctness to Einstein's theory.
Example:
"Alvaro De Rujula, a theoretical physicist at CERN...blamed the readings on a so-far undetected human error... (people) could, in principle, travel to the past and kill their mother before they were born."

Speed of light must be speed barrier and we can manipulate time and events, Einstein said so. WHY would you accept this?

Stop assuming Einstein was right and lets get  a GUT. I can't always do the math but I can do the same thought experiments that Einstein proposed and see their fallacies.

Random Thought

The wisdom of various attempts to stimulate the economy is best described by paraphrasing Edison's aphorism: I haven't failed to stimulate the economy, I've found dozen of ways that don't work

Questions not being asked: Boeing vs NLRB

Poor management is the real reason why Boeing is building in South Carolina. Management is establishing a track record of poor forecasting, inefficient and wasteful production, poor product quality oversight, creating an uninspiring working environment, and waste in general.


Boeing executive Jim Albaugh telling a reporter why they decided to move the 787 Dreamliner assembly line to South Carolina:
The overriding factor was not the business climate. And it was not the wages we are paying today. It was that we can't afford to have a work stoppage every three years.


Each element of his answer should be examined.

Why are there frequent work stoppages?
Why are wages an issue?
Why might there be a poor business climate?

I have visited Boeing facilities in Washington, Kansas, and its HQ in Chicago.
Wasteful bureaucracy at each one.

There are two ways for management to increase profits, increase revenue or decrease expenses thus improving margins.

Instead of cutting all the bloat resulting from poor management, Boeing continually feuds with its workforce.

So maybe the workers will not strike and create stoppages in South Carolina. Will this make the company any more productive. I doubt it.
The 787 program has been a disaster. Every investor and customer was excited about the 787's prospects and the ambitious time line. Delay, delay, delay, lack of this, failure of that; is there any excuse that we didn't hear?
Stop blaming others and take some responsibility Boeing management.

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Boeing has been around for nearly 100 years and has a market cap over $40 billion. Its main competitor is EADS.
Boeing is essentially a GSE- government sponsored entity. Nearly half of their revenue came from Boeing's Defense, Space & Security divisions. The majority of paperwork at the export-import bank has Boeing's title on it. Subsidies and sweetheart deals at the local level are undeniable.