JasperCapital

Jasper Capital

JasperCapital’s Activity

Mon Jul 17

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 4:52 PM

Re: What about PUTW and WDTI?

>>Question is, why does your portfolio need hedging? If you want to lower your overall downward volatility, you can accomplish that by simply adding cash.


I agree. All PUTW will do is add a fully correlated but lower beta version [more]

Sun Jul 2

NL

Boards Post

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

Re: A fundamental problem with health care

healthcare: if most people had to pay for it all themselves....
they wouldn't

Mon Jun 26

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 9:34 PM

Re: OT Poetic Justice/Chickens coming home to roost

>>Thought to be just hundreds of ISIS fighters left in Mosul confined to 1km square

sounds like a good time to test a MOAB

Thu May 18

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 8:51 AM

Re: The Music Will Stop

>>Farmers in Iran lead the world in inefficient use of water. Some 90 percent of Iran’s freshwater is used for agriculture.

I read the Iran part and thought this sounded a lot like California, actually

Mon May 15

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 9:26 AM

Re: ARAMCO IPO

>>What is the meaning of the ARAMCO IPO? That nationalizing oil failed and, as usual, they go market hat in hand, looking to be rescued. Central planning does not work economically.


it worked fantastically well if you look at [more]

Mon May 8

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 5:39 PM

Re: Happy 30th Birthday Loonie

they saved some money getting rid of pennies, or whatever y'all called those, too, eh?

Sun Apr 30

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 11:52 AM

Re: The Graveyard of Empires

George Friedman in the NExt 100 Years gives a fascinating take on this, that goal in the middle east isn't too win but merely to disrupt the Arab world enough that they can't unite to take on western civilization, in others words it is almost [more]

Sat Apr 29

NL

Boards Post

JasperCapital replied to the Real Estate Inv. Trusts: REITs board. 11:31 PM

Re: What is the right multiple

>>Is 15xFFO or 10xFFO what should be the base valuation metric? Of course you adjust this for industries like NNN vs hotels, etc.


without any more specific ideas of goals, a starting point could be using the median AFFO for the [more]

Sat Apr 15

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 10:56 AM

Re: Airlines' 'Calculated Misery'

Next up perhaps: a fee protecting us to be bumped from a flight (or dragged from a plane violently by overzealous local police) due to the airline's inability to plan its own crew movements...

they basically already have that.... [more]

Thu Apr 13

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 12:09 AM

Re: Would you like home fries with that?

i have a Google Home, and tried the ad via internet... yes it did work
fun, since I was trying to do it. Annoying if every company decides it wants to start

Sat Apr 1

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 4:24 PM

Re: OT:The Boondoggle Known as F-35 Lightning II

seems like drone strikes have become the method of choice. just make hundreds of those for what one of these would cost, and overwhelm any enemy with sheer numbers

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 4:22 PM

Re: Shoplifting a Profit Center for WMT?

>>I would think that there's a significant margin in a $400 to $500 online course.


Of course, the fact that they are doing this could be a great defense as the threat of prosecution amounts to a form of extortion, or bribe. It [more]

Thu Mar 9

NL

Boards Post

JasperCapital replied to the Real Estate Inv. Trusts: REITs board. 7:51 PM

Re: VNQ in free fall

>> He made a point about how 4% 10 year rate is normal, which is 1.5% higher than current rate.


maybe people think 4% rates aren't likely is because 10 years of ZIRP has only gotten us the meek growth that we've gotten so [more]

Wed Mar 8

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 9:16 PM

Re: Ivanka Trump clothing line reports record sales

I wonder... would this qualify as "fake news"?

>>Ivanka Trump clothing line reports record sales

Not being a public company, reporting as mentioned in this story doesn't mean the same thing at all as it would in [more]

NL

Boards Post

JasperCapital replied to the Macro Economic Trends and Risks board. 9:34 AM

Re: OT:Phones, TVs, Cars weaponized

With the amount of false news going around I don't think one can trust political "news" any longer.


and with one catch-phrase meme, like fake news, any inconvenient or embarrassing stories can be single [more]

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]

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CAPS Stats & Trivia

CAPS Player Rating 20.74
Player Rank 59166 out of 74643
Score -583.02
Score Change Today -6.21
Accuracy 44.26%
Active Picks 12
Total Picks 362
Best Pick XL (+764.87)
Worst Pick PHRM.DL (-202.07)
Average Score per Pick -1.68
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 20835
Recs Received 38355
People who have rec'd these posts 2158
Recs to Posts Ratio (last 30 days) N/A
Threads Started 4438
Threads Started Percentage 21.30 %
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 57.27 %
Show JasperCapital’s 10 Latest Posts