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" ... Carl Icahn, with a static ratio now higher than Buffett’s, holds true to form as a special sit, value operator, mainly in energy. I can’t get excited about CVR Energy, Cheniere Energy, even Herbalife Nutrition and Xerox. Maybe, I’m wrong, but consider this: Street analysts, busloads of ’em, spent thousands of man-hours trying to dope out Apple, Amazon, Facebook and Alphabet, but failed miserably. Throw in Nvidia and Netflix, down over 30% from summer highs. Nobody rushed into print with a “sell” rating. Icahn displays iron pants courage, a laudable trait. ... "
" ... It’s almost a tug-of-war between the Fed and bullish investors. The Fed keeps buying busloads of bonds every month even as investors started to sell 10-year Treasury notes. The Fed’s goal is to keep shorter-term borrowing rates very low to help the struggling economy, and 10-year Treasuries being sold by investors represent longer-term debt. This tug-of-war has helped extend the so-called “yield curve” to its highest levels since 2017, a very positive development for the Financial sector, which typically sees profits rise when the yield curve steepens. ... "
" ... StreamSets charges customers not on the number of users but on the complexity and size of customer's applications and it beats rivals like IBM because "we focus on a specific problem and keep it simple while incumbents say they can do it but can't deliver. They send busloads of people we send one engineer who does a 30 minute demo. Customer rave at the simplicity of our product," said Pancha. ... "