JeanDavid’s Activity

Sun May 24

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 7:45 AM

Re: Berkshire and rising rates

OK, here is a hypothetical.
I will give you a 3.5% interest rate on my bond, almost 0.5% higher than 30Y US treasuries, if you keep the bond for 20 years. No less.
Would you take this deal?


Absolutely not.

[more]

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 7:43 AM

Re: Berkshire and rising rates

I think a lot of people have been saying, for the last 3-4 years, that interest rates will be going up, not in the next year mind you, but in 2-3 years, because of all the Fed stimulus and money printing. But the bond market is saying otherwise : [more]

Wed May 20

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 5:45 PM

Re: BRK and preventing train crashes

Much more money is spent on road transport and infrastructure than on rail transport and infrastructure, and for a good reason: people want to drive their cars, not take the train, and people vote with their wallets. And companies that provide for [more]

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 9:57 AM

Re: BRK and preventing train crashes

True, but railroads do not have the money to bribe the government to support proper maintenance of railway systems, safety systems, etc. Whereas the petroleum, automobile, and aviation industries do. Hence the subsidies for highways, aviation, etc., [more]

NL

Boards Post

JeanDavid replied to the Help with this STUPID computer! board. 7:23 AM

Re: Thunderbird hangup

I use Firefox and Thunderbird as default browser/email.

Me, too.

firefox-38.0-4.el6_6.x86_64
thunderbird-31.7.0-1.el6_6.x86_64

I am running Red Hat Enterprise Linux Server release 6.6 [more]

Tue May 19

NL

Boards Post

JeanDavid replied to the Help with this STUPID computer! board. 9:00 AM

Re: Can't send emails to AOL users

Can someone explain this to me and tell me how I can get AOL to once again allow me to communicate with my friends?

A lot of lazy mail server operators use vague, sloppy, error codes instead of taking the trouble to send one specific [more]

Mon May 18

Rule Your Retirement Boards Post

JeanDavid replied to the Rule Your Retirement boards. 8:50 AM

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 6:55 AM

Re: How many different positions do you have?

Recently, google popped an article about Dellhokia being a focus and growth investor. The piece said that Dave has about 20 different positions, Berkshire and Apple were on his list.

We have far fewer positions...

So, I was
[more]

Sun May 17

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 7:24 PM

Re: BRK and preventing train crashes

As long as the rail companies can lay off the costs on their insurance companies, and the cost of a 'more alert' system is lower than the increased premium, why bother fixing anything?

Perhaps because most railroads are self insured, [more]

NL

Boards Post

JeanDavid replied to the Mechanical Investing board. 5:10 PM

Re: On the Arezi / Fed model...

Just because the timing has not been predictible does not invalidate the conclusions, IMHO. I'm still all-in on equities as they should provide some upside in early stages of inflation increase. Hoping to have better success than Schiff or [more]

NL

Boards Post

JeanDavid replied to the Railroads board. 1:54 PM

Re: Oh! Dear!

The additional cost is estimated to add 7 cents to an airline ticket. }};-$

I wonder about estimates like that. That may be the true correct value of the cost.

But consider a parallel cost.

I was in a hospital once [more]

Sat May 16

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 8:29 AM

Re: BRK and preventing train crashes

There are several videos at this link.
It seems that up to three locomotives were hit by projectiles in this area at about the same time.

[more]

Fri May 15

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 8:00 AM

Re: BRK and preventing train crashes

The Philadelphia mayor has said that the driving of the train was reckless, some comments are being made that the reckless driving may even have been purposeful. The investigation should reveal much more.

I really hate arm-chair [more]

Thu May 14

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 8:41 PM

Re: BRK and preventing train crashes

If you want to see the 26L brake system control that goes in each locomotive, click this link for the .pdf

[more]

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 8:27 PM

Re: BRK and preventing train crashes

This is nonsense. GPS is available everywhere except underground. I have a half dozen GPS systems on my iPhone, and there are 50 more I could choose from. Railroad tracks never change location, so how hard can it be to enable a GPS system [more]

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 6:42 PM

Re: BRK and preventing train crashes

PTS/PTC has been around, at least conceptually, since 1996 when I was working on a proof-of-concept system for Union Pacific (and in conjunction with BNSF) and probably several years longer than that. Not quite sure why it is taking so long to [more]

NL

Boards Post

JeanDavid replied to the Help with this STUPID computer! board. 1:36 PM

Re: Drop-off in Wifi Speed

Wouldn't it be fairly easy, then, to run an Ethernet wire? You're not going to get any higher speed than that!

I use wired ethernet connections whenever possible. I have two 1 Gigabit NIC connections on my machine and I also have a [more]

NL

Boards Post

JeanDavid replied to the Berkshire Hathaway board. 1:31 PM

Re: BRK and preventing train crashes

We will need to include Congress among those requiring some shame.

The low-life buffoons in Congress are incapable of feeling shame.

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Big funky green star, 20000 posts Old School Fool CAPS All Star
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