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MSFT vrs. GOOG - they both CARE so much for us ...

MSFT's "pot" is calling GOOG's "kettle" is BLACK:

wapo.st/zRH9IW

02/01/2012 - 10:51
UK tourist turned back at the AP cuz of a tweet!

this from twitter:

kashhill Kashmir Hill
British tourists' tweets about plans to "destroy America" (a.k.a. party) leads DHS to turn them back at the border: bit.ly/zClfrO

Thank GOD they are out there spying on us, and protecting us against gay party-animal british tourists !!!!

01/30/2012 - 12:24
mobile video surveillance "peacemaker"

FL Residents say "BRING IT ON!":

http://sunsent.nl/yONVy3

and that anyone who objects "must have something to hide" ....

01/30/2012 - 12:10
Ooogle's competitor startpage.com

Here is what Wikipedia has to say about startpage/ixquick.

https://secure.wikimedia.org/wikipedia/en/wiki/Ixq...

In this day and age, we can never know with certainty, but I feel better about using this search engine than about using Ooogle .....

01/28/2012 - 10:47
Re: New Ooogle Privacy - there IS one private search engine

Here is the US version of a search service from Europe, which claims NOT to record your search history:

startpage.com

Furthermore, if you go to a search result via the link on the lowest line, which says "View by Ixquick Proxy" you will be taken to your destination via a proxy server which does not reveal your own IP address.

I always prefer this search engine to the dominant one which I call Ooogle ....

01/28/2012 - 10:43
Google's goofy gumshoes !

Forbes' young woman who covers privacy issues explains why Google thinks she's an old man:

http://www.forbes.com/sites/kashmirhill/2012/01/27...

01/28/2012 - 10:37
Assbook - as I call it.

People put personal info on there, and it is sold, sliced and diced and no longer theirs. They can't delete it, follow Assbook's changing "privacy policies" or have ANY control over where their information ends up.

Might there not spring up an open-source service where USERS control their information, and there is no spying? Wouldn't people burned by Assbook's BS flock to such a service? Is there any loyalty to Sugarberg and company?

Just asking ...

01/27/2012 - 23:25
who's on first? - Republican candidates DEMAND to know ....

http://www.youtube.com/watch?v=JK3wMFiSq8U&feature...

01/27/2012 - 13:14
Coxe sees things looking UP

Coxe bases his optimism on the fact that the regional banks’ stocks (the true banks, who do true lending) have for 3 months outpaced the S&P (see attached chart).

Massive ECB lending suggests to him that the EuroZone CAN contain liquidity crises, and that solvency crises are a slower roll. So, he believes that Europe will not take the world economy into recession.

Coxe points out that the leading IBD stock groups are now all commodity related. He believes that real lenders (regional banks) and commodity producers (who have the best pricing power) doing well means that there’s a good chance that the S&P can advance.

He says regional banks + commodity producers are the “bookends” of a potentially rising S&P. When we see money supply start to grow, He’ll have more confidence in these assertions ….

01/06/2012 - 14:18
Marc Blythe's Tarsis - a new "deal-savvy" prospect generator

After a flat bottom all December, Tarsis Resources (CVE:TCC) shares leapt over three days from .20 to .35 (market cap now C$8M). With no news published, and to learn what was up, I phoned 40 year old CEO Marc Blythe (whose career has involved stints with Almaden and Placer Dome).

Mr. Blythe informed that Yukon drill results would soon be forthcoming (as would announcement of a “small” private placement). A few years ago, Blythe and his CFO had phoned me ago after I had questioned by email the terms of a previous placement. They wanted to hear me out – which I’ve never experienced with a US company.

Yesterday, I asked about Tarsis’ orientation towards issues I see as key to the ideal prospect generator. Beyond geology-smarts, what were Blythe’s “deal smarts”? I was impressed by his answers, including recent 4X gains taken on a project JV’ed to a junior whose stock had risen. This enables a prospect generator to take money from the market and build towards “self-funding” – a path pioneered by Altius and followed by a select few other prospect generators whom I deem “deal-savvy”.

Sometimes, he contended, a junior is better as a JV partner, sometimes a senior is. For sure, he didn’t want to put time and money into a prospect too small ultimately to interest a senior.

Blythe made specific reference to what I’ll call “partner smarts” as a 3rd skill set required of the ideal junior prospect generator: judging the ability of a partner’s proposed project management team as a key criterion in a potential JV. He referred to having been involved with projects in his career where inattention to this area had later stalled progress, and increased costs.

By contrast, many pure-geo-led prospect generators seem to target any old deal they can get with a senior. Such deals can take many “senior-paced” years to move ahead, and will only provide liquidity when the senior fully acquires the project.

Blythe is, in my view one of the new generation of prospect generators, pioneered by Altius’ (also under age 40) Brian Dalton. I saw in Blythe sensitivity to the issues which define the prospect generators I want to invest in.

And, at this point, Tarsis’ market cap of C$8M makes it much more likely to prove a 10X investment than Altius at C$320M. Also, Blythe says he is now dedicating 85% of his time to Tarsis (having left his post as VP Exploration at Almaden).

FWIW, Tarsis is also a favorite of Mickey Fulp, in my opinion, one of the few experienced, straight-forward, and smart newsletter writers covering junior explorers.

DYODD, and FD: I am a shareholder in Tarsis.

01/06/2012 - 12:25
Peter Brandt's best post to date

http://peterlbrandt.com/a-zany-announcement-i-some...

Herein, Peter summarizes his approach to trading, and shows an impressive chart of his returns since 1981:

- look for setups with asymmentric return/risk characteristics
- limit the risk taken on each trade
- have "strong opinions, loosely held" to generate:
* the confidence needed to lever up (within risk parameters)
* the ability to turn on a dime if the market says your opinion is wrong

No to make that happen in my own accounts ....

12/17/2011 - 10:40
Roubini on spam and gold ! - he DOES have a sense of humor

Can you eat gold? NO. But you CAN eat (and barter) SPAM! Can you sell spam back to your bank? NO. But banks will take back your gold ....

(paraphrasing his tweet including a retweet: on commodities!)

12/14/2011 - 11:11
smartphone spying FINALLY reported - thanks to Murdoch!

Latest is "carrier iq" which logs (!) and transmits (?) EVERY keystroke after installation in 150M phones, per carrier request.

"The revelation that the locations and other sensitive data of millions of Americans are being secretly recorded and possibly transmitted is deeply troubling," Sen. Franken said in a statement. "Consumers need to know that their safety and privacy are being protected by the companies they trust with their sensitive information."

The company earlier sent a letter to one security researcher, Trevor Eckhart, demanding he remove any reference to Carrier IQ in his published research, or face court proceedings and fines.

Carrier IQ later withdrew its demand after the Electronic Frontier Foundation, a digital rights advocacy group, backed Mr. Eckhart's research."

-- from Murdoch's WSJ, which -despite Murdoch's UK phone hacking, has done the BEST US reporting on this issue.

12/03/2011 - 15:08
context on android spying

Once your private data has been recorded and sent to a carrier, it is vulnerable to acquisition by the gov't, and likely by private investigators working for business rivals or disaffected spouses.

"but I have nothing to hide .... " many respond.

If you hope there to be bold political leadership in future, you want privacy for future public office holders. Imagine a future young Martin Luther King being surveilled by a future J. Edgar Hoover or Dick Cheney.

If you visit heart or diabetes health sites, you do not want insurers purchasing data on your surfing history. A Wall St. Journal reporter, working on a series called "What They Know" stated that such sale of surfing history is now quite legal.

THUS, in a sense, we all have something to hide -- our private data.

12/01/2011 - 15:18
another way your android phone spies on you ...

Fox news piece on pre-installed "carrier iq" software which apparently reports every keystroke, transmits data in cleartext over supposedly encrypted https link.

It seems that HTC and Samsung for sure pre-load this software, which always runs, and from which you may not opt out. It may be that verizon allows an opt-out, but not other carriers:

http://www.foxnews.com/scitech/2011/12/01/is-your-...

12/01/2011 - 15:12
Re: why the "super-committee" was destined to fail

Vad -

One side (republicans) commit formally to never giving an inch on taxes. Anyone breaks ranks, they are targeted and eliminated.

The other side, while also at fault, has no such structural rigidity in its position.

That's all I'm saying.

BTW, neither Keyesians nor Austrians offer any real solution. Per Rogoff and Reinhardt, only 10 years of deleveraging can fix a financial crisis (per evidence of 800 years).

The "bond market vigilantes" will rule us, as they now rule Europe. Demand higher interest rates on Treasuries, and Republicans and Dems. will scramble to change.

11/24/2011 - 01:33
why the "super-committee" was destined to fail

The media only ever see trees, never the forest:

1. Gerrymandering creates Congressional districts which are drawn as either Democrat or Republican
2. Republicans must sign Norquist's "I'll never raise anyone's taxes" pledge or be targeted (and eliminated) in the primary.
3.a candidate who wins his/her primary nearly always wins the general election
4. Therefore, all Republicans in Congress will be those who have signed this pledge.
5. As a result, the Super-committee was destined to be unable to raise taxes.
6. ALL the bi-partisan studies have shown that meaningful deficit reduction can ONLY be achieved with more taxes of some sort.

Looks like the "bond market vigilante" will have to do the job, some fine day ....

11/23/2011 - 13:00
Re: More on MF Global and Goldman Sachs - beyond BBW

Peter Brandt excoriates BBW, and maintains that if Uncle Sam feels no obligaton to protect segregated accounts at Futures firms, then stock brokerage accounts aren't safe either!

http://peterlbrandt.com/mf-global-proof-that-the-u...

(Peter Brandt started his blog this year, after publishing his (excellent) book. He claims an independently-audited CAGR of 41% over 30 years as a futures trader. He trades exclusively on classical Edwards and McGee chart patterns. Quaint! He is quite the “flavor of the month” after 30 years of anonymity.)

11/21/2011 - 12:03
Occupy protesters, cover your faces ...

cover your faces not only from the pepper spray, but from the cameras, facial recognition software. AND, make sure your smartphone was prepaid with cash, and has no content related to your normal life. Otherwise, you may be placed on terrorism lists, and tracked forever ...

11/20/2011 - 17:30
CRK - Crocodile Gold

Does anyone know the fundie reason behind their precipitous drop? (down 83% from their high, down 24% today!)

Should deferring production into next quarter cause this? I met their production manager at PDAC and was most impressed. Is CRK an epic bargain? or is there more wrong than I have found out?

11/11/2011 - 15:17