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tr6

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Registered Jul 29, 2011


tr6's most recent comments:

  • On Fri, 22 May 2015, 12:16pm PDT in Does QE cause inflation, or not?, tr6 said:

    control point says

    Demand causes inflation.

    or lack of supply (rental housing inventory, small beef herd), or legislated higher prices (drug companies able to raise prices without negotiation).

  • On Thu, 21 May 2015, 1:05am PDT in I'm liquidating all my stocks and going to cash, tr6 said:

    Logan Mohtashami says

    My Folks are selling their place now for 2 million. There next door neighbors sold their homes for 2.5 and 2.6 million cash Chinese buyers in less than a week

    This must be the precursor to devaluation of yuan. All the other major BRICs already devalued. First it was India, then Russia, then Brazil this year. C is left. So even of the Chinese lose 20-25% on the house prices in 2017, they might lose more in yuan devaluation.

    Any opinions on this? Do you hear any of mainland Chinese say that their currency is overvalued?

  • On Tue, 19 May 2015, 8:29am PDT in Mulesoft, tr6 said:

    So their valuation is only 15 times sales. Not that high relative to public companies. Probably very high if you break out their revenue by product vs service. I would guess that their service revenue is 40% so it would put more than 20 sales multiple on the product revenue. This company better grow fast.

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