OrmontUS’ Activity

Today

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 1 hour ago

On the road back

Well, I'm sitting in Heathrow and notice that not much has changed in the stock market over the past few weeks. I guess I missed all the fun :-)

We'll be home until January 2nd when we leave for South America and Antarctica.

As per [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 1 hour ago

Re: Russia and Economic Cold War

A cynic might wonder if the drop in oil price was aided and abetted by the West exacerbate problems for Russia.

Jeff

Mon Nov 17

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 6:57 AM

Re: Hi from Cape Town

While in Zimbabwe I picked up a $25 billion bank note to use as a joke with a banker friend.

I probably overpaid at $1US for it :-)

Book is on traveling

Jeff

Sun Nov 16

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 6:03 AM

Hi from Cape Town

Just a bit of a status report for those not following the blow-by-blow account.

We have finally finished our month-long trip by train through Zimbabwe, Zambia, Botswana, Mozambique, Swaziland, Lesotho, and South Africa.

We've seen [more]

Sat Nov 1

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 3:08 PM

Re: Price Matching, a road to....?

J&R joined Sym's (the discount store in downtown Manhattan's financial district where I bought most of my clothes and shoes over the decades which shut their shop about a year ago) in the game where their real estate is not best used for retail [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 9:55 AM

Re: Price Matching, a road to....?

Oh yeah - they have a showroom the size of a supermarket in midtown Manhattan and have almost everything they sell on display.

Jeff

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 9:45 AM

Re: Price Matching, a road to....?

B&H Photo, NYC's premier camera/electronics supplier has both an in=depth inventory in NYC for over the counter and a vast warehouse for web sales.

The prices are the same (very competitive) either way, the customer service and sup\port [more]

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 9:13 AM

China in Africa

Extracted from my recent scribbling:

When we traveled around the Pacific I’ve mentioned how Chinese businessmen have spread through the islands – from the Philippines through Micronesia, Melanesia, Polynesia and Indonesia. These have been [more]

Wed Oct 15

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 12:13 PM

Sheesh!

I leave you guys in charge of the stock market while I watch Victoria take a fall and look what happens.

You're gonna make me want to come back and put some life into the market if you keep this up much longer. (Don't say I didn't warn [more]

Sun Oct 12

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 7:49 AM

Fed’s Evans: Stronger dollar is a headwind

http://www.marketwatch.com/story/fed-evans-stronger-dollar-i...

WASHINGTON (MarketWatch)—A stronger U.S. dollar is an [more]

Sat Oct 11

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 2:15 PM

Back to Africa

Yes, I know owe it to my wife and myself to spend some more time traveling around in the US. On the other hand, I wanted to get the "hard" places to reach out of the way while we were still young enough to run around a bit.

This [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 2:15 PM

Re: "Blood" oil?

Yeah - I'm in agreement with Steve on this one.

Also, be careful how you balance who our "friends" are vs. how useful they will be in neutralizing an "enemy" without our allowing our friends to get powerful enough to [more]

NL

Boards Post

OrmontUS posted to the Best Travel Spots/Tips board. 1:57 PM

Back to Africa

Yes, I know owe it to my wife and myself to spend some more time traveling around in the US. On the other hand, I wanted to get the "hard" places to reach out of the way while we were still young enough to run around a bit.

This [more]

NL

Boards Post

OrmontUS replied to the Mechanical Investing board. 9:43 AM

Re: October

Mark,

While we're drifting a bit off of the mechanical aspects (at least as far as defined by our group here), I'd point out that fixed income and equities do not necessarily negatively correlate. In fact, based on our 2008/9 event and what [more]

Fri Oct 10

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 2:23 PM

Re: Personal Capital

H,

It's not only the higher cost of borrowing funds that will negatively impact equity prices, but also the increased competition from bonds, etc. The rise in the value of bonds over the past five years has a corollary that, when interest [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 9:46 AM

Re: Personal Capital

It makes interesting reading and pretty much confirms the macro landscape as many of us here understand it.

The foremost two questions in our minds should be:

1) How much of the recent rise in equities has been due to the fact that [more]

Mon Oct 6

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 8:05 PM

Re: Summer of '56

Q:

What I do is to basically self-insure my trip cancellation and take an annual policy like this:

[more]

Sun Oct 5

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 11:06 PM

Re: Summer of '56

And polio is still not beat. In preparation for our trip to India earlier this year, my wife and I both took polio boosters (as neither of us could remember whether we had the appropriate final shot a few decades ago, it was cheap and easy insurance [more]

Fri Oct 3

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75070
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite PosFCF
Go to OrmontUS’ CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Feste Award Nominee!
Board Posts 10764
Recs Received 32672
People who have rec'd these posts 1246
Recs to Posts Ratio (last 30 days) N/A
Threads Started 3468
Threads Started Percentage 32.22 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: National debt (7/20/2007)
Percentage of Posts Rec'd 68.77 %
Show OrmontUS’ 10 Latest Posts