JasperCapital

Jasper Capital

JasperCapital’s Activity

Mon Feb 13

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 9:04 PM

Re: Bull market - are you ready

interesting thoughts

it would be an unusual bull market to start with:
1. rampant optimism
2. record or near-record PE's
3. starting out with interest rates as low as they can get
4. massive debt at all levels of public [more]

Wed Feb 8

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 7:53 PM

Re: Fukushima dwarfs Chernobyl

....what will be needed before these highly radioactive materials are eventually safely removed.</i/

oh come on, we have lots of places to permanently store high level radioactive waste, right? this must have been solved long
[more]

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 7:51 PM

Re: Fukushima dwarfs Chernobyl

That's because at Chernobyl, the radioactive material wasn't contained in one place but instead distributed over the Ukraine and Europe.

obviously some was spread, but wasn't there a large melted core still observed [more]

Mon Feb 6

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 8:19 PM

Re: fiduciary responsibility bad.

http://paulmerriman.com/podcasts/

this Paul Merriman podcast walks through a tale a friend of his told of very nearly getting suckered into purchasing a $1M annuity-type product that would have [more]

Fri Jan 27

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 8:30 AM

Re: Starbucks reports disappointing sales but blames

The coffee chain reported disappointing sales growth on Thursday and partly blamed the 'congestion' in its stores for prompting some people to leave without buying anything.

haha. couldn't grow enough because the lines [more]

Thu Jan 26

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 7:31 PM

Re: Amazon takes to the seas!

did the shipping business suddenly become profitable? Last time I heard shippers weren't doing that great.

Documents reveal Amazon has shipped at least 150 containers of goods from China to US warehouses.

oh, well [more]

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 7:09 PM

Re: OT? Day Off in Super Bowl Stunt

I've noticed the kids in our neighborhood seem to have more and longer holidays than I ever enjoyed as a kid.

yes, some newer trends seem like fall break (never had that when i was growing up but it is standard fare these days) as [more]

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 7:04 PM

Re: US to drastically reduce role in UN?

Or to pay down the debt?


I am pretty sure this not going to happen

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 6:28 PM

Re: A tale of two states

Wyoming wants to deprive itself of one of the cheapest electrical sources available! Wyoming has incredible wind resource both for local consumption and export. Why? They are wacko!

to protect their coal industry?

Mon Jan 23

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 6:54 PM

Re: ... message to Canada: Don't worry

If it is possible, with a sufficient dose of hallucinogens, to reinterpret a statement as racist, then obviously it was racist to begin with.


not necessarily. it doesn't take a rocket scientist to wonder why there was talk of [more]

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 4:51 PM

Re: ... message to Canada: Don't worry

“I don’t think [Prime Minister Justin Trudeau] should be enormously worried,” Schwarzman said. “Canada is held in very high regard. We have balanced trade between the U.S. and Canada and that’s not the kind of situation where you should be [more]

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 4:49 PM

Re: TPP dead

What will the stocks markets do? We will see during this week and the weeks ahead.

a question I always like to ask:
Did we rally previously because of TPP, and now have to give it back?
Or did we sell off previously on TPP, [more]

Thu Jan 19

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 8:50 PM

Re: Drug Maker Fined $100 MM

If you don't have the balls the price gouge the parents of a sick child, you shouldn't be in medicine


the big majority of these parents don't more than a token amount for their care. most chronically ill kids are on [more]

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 8:20 PM

Re: OT: Faked Fake News!

fake news = internet meme

entertainment

infotainment

Mon Jan 9

NL

Boards Post

JasperCapital replied to the Value Hounds board. 5:49 PM

Re: Amazon's Alexa

The bottom line is he consistently invests all funds available in growing the business. He does not bring many profits to the bottom line. So PE is high.

and just think if those retained earnings end up being granted the same PE as [more]

NL

Boards Post

JasperCapital replied to the Real Estate Inv. Trusts: REITs board. 5:46 PM

Re: Why do tortoises outrun hares?

I should add that my question leaves aside the key question from an efficient-markets point of view, which is: why does any easily measured variable correlate consistently with (risk-adjusted) market returns?

they don't, except [more]

Thu Dec 15

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 7:42 PM

Re: OT: What Dow 20,000 means...

dow 20,000

wasn't that a harry dent book?

Tue Dec 13

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 11:47 PM

Re: Not Particularly Tax Efficient

I quickly realized that i said share buay backs but BRK's buyback stated policy states 1.2 price to book and last I checked they were 1.5 , so even if they aren't buying back currently, they are retaining earnings and re-investing it, so [more]

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 11:44 PM

Re: Not Particularly Tax Efficient

Sold the Brk. quite awhile ago. No dividends means no insurance on a repeat of the 2001-09 debacle and disaster.


finance theory says that you could achieve the same effect as a dividend by them buying back stock and you selling a [more]

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 11:41 PM

Re: OT: Shiner Bock

i was in san antonio last week and missed an opportunity to have shiner bock and i just realized it..... (although i did try a local Hopidilla IPA)

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CAPS Stats & Trivia

CAPS Player Rating 24.93
Player Rank 56029 out of 74630
Score -432.07
Score Change Today 0
Accuracy 45.08%
Active Picks 12
Total Picks 362
Best Pick XL (+658.32)
Worst Pick PHRM.DL (-202.07)
Average Score per Pick -1.24
Charms Earned 7
Highest Rated Favorite TMFBabo
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Boards Stats & Trivia

Big funky green star, 20000 posts Old School Fool
Board Posts 20820
Recs Received 38334
People who have rec'd these posts 2156
Recs to Posts Ratio (last 30 days) 1.30
Threads Started 4438
Threads Started Percentage 21.32 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: The Fool, eBay, and I (3/1/1999)
Percentage of Posts Rec'd 57.26 %
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