OrmontUS’ Activity

Today

NL

Boards Post

OrmontUS replied to the Mechanical Investing board. 3 hours ago

Re: ot - political discussions

I think the question is whether to take the MI board as a "standalone" community or as a component of a system of boards.

Some feel it important to share non-financial thoughts with their circle of friends found here, but feel that [more]

Yesterday

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 9:56 PM

Re: Pensions/Calpers suffer major defeat

Yoda,

Thank you for your update on this saga.

I put this case parallel in importance (when evaluating potential future bond purchases) to the story of the Chrysler bond debacle of 2008 and the ongoing story of the Argentine bond [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 8:41 PM

Re: Moral (or Morale) dilema

Jean,

I tend to travel a bit more than some and I adjust my tipping to whatever venue I'm in. It would be silly to significantly tip in Australia where it is not socially done or to ignore customs countries where service is already added to [more]

Tue Sep 30

NL

Boards Post

OrmontUS replied to the Mechanical Investing board. 10:57 PM

Re: ot - political discussions

Depending on context, the Macroeconomics Trends and Risks (METAR) board is where any serious discussions which don't reference politicians or parties might be vectored - the alternative being the Political Asylum board where anything goes. METAR does [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 8:32 PM

Re: What comes after 8?

Just when you though it was safe to go into the water again:

https://www.yahoo.com/tech/windows-10-microsoft-microsoft-is...

Jeff

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 8:28 PM

Re: Counterfeit Parts Problem in USDefense Equip

Having been a government contractor in the IT field, I can categorically say that there are numerous suppliers who specialize in "grey market" products and many others who only handle products through legitimate distribution sources. The [more]

Mon Sep 29

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 5:36 PM

Re: Owwwww Tech War!

Samsung opened a store in NYC's SoHo across the street from the Apple store.

Jeff

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 5:34 PM

Re: US Dollar on top of the world

NH:

Be careful what you wish for

**** Not Signed ****

Je pars sur un avion le 12 Octobre, donc après moi le déluge

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 10:32 AM

Re: AUD heading down

At the "right" price (whatever that turns out to be), BHP and RIO will be good core holdings. Anyone who makes anything will likely use their products.

Jeff
(Disclosure: Still own RIO, but BHP is long gone from portfolio)

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 8:12 AM

AUD heading down

On what I think are fears of a Chinese slowdown as well as central bank rate cuts there seems to be a big sucking sound on the carry trade away from Australia. Not only is their dollar tanking ( [more]

Sat Sep 27

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 7:01 PM

Re: Inside look at the NY FED

The local Fed offices are unabashedly banker's associations and, it's only at the main Fed that there is even a pretense that this is not a banker's association (directed by the parties we now call the "banks which are too big to [more]

Thu Sep 25

NL

Boards Post

OrmontUS replied to the Mechanical Investing board. 5:06 PM

Re: Mungo's Student??

I agree with Jim, but would also like to point out that a Euro's worth of profits (or a CHF or AUD or Yen or whatever) might report as fewer US dollars than in the past.

Jeff

Wed Sep 24

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 11:05 PM

Re: HoHum's grand trip 2014 (pt 1)

Thanks HoHum :-)

Jeff

Mon Sep 22

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 8:19 AM

Re: US Dollar Strong and Strengthening

Sounds like smaller holes would make this a lightweight replacement for Gortex.

As far as the gold thing:

Around here (NYC), many neighborhoods have seen 100% real estate price increases in the past year. I suspect some of this is [more]

NL

Boards Post

OrmontUS replied to the Mechanical Investing board. 8:03 AM

Re: Recent BCC Signals

US dollar continuing to rise against most currencies for the past month (my personal negative signal).

Jeff
(Not panicking, but paying a bit more attention to trimming the optional stuff)

Sun Sep 21

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 12:12 PM

Re: Out of network doctors

Wouldn't it be a more interesting world if all doctors and hospitals were mandated to accept ACA (Obamacare) rates?

Jeff

Sat Sep 20

NL

Boards Post

OrmontUS replied to the Best Travel Spots/Tips board. 7:21 PM

Re: Absinthe

I've been absinthe from Prague for a few years now, but then, absinthe makes the heart grow fonder.

Jeff

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 4:57 PM

For those who missed the memo:change

2nd notice:

I will no longer be placing the ongoing sagas of my wanderings on TMF's. Anyone wishing to be on future email distributions of this babbling:

Please respond to the post as follows:

"Uncheck" box [more]

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Big gold star, 5000 posts Feste Award Nominee!
Board Posts 10737
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People who have rec'd these posts 1241
Recs to Posts Ratio (last 30 days) 6.60
Threads Started 3458
Threads Started Percentage 32.21 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: National debt (7/20/2007)
Percentage of Posts Rec'd 68.70 %
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