OrmontUS’ Activity

Today

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OrmontUS posted to the Macro Economic Trends and Risks board. 4 hours ago

OT: Going to NYC?

I just stumbled across "Theater Week" - early September when nearly all Broadway shows are available at extremely good prices (if you are not too picky about where you sit):

[more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 11:04 AM

Re: Do data security breaches matter?

NH,

Obviously data breaches matter very much.

OTOH, we are still feeling the extreme loss of freedom of the post-911 world and now are likely to see an equivalent one in the cyberworld most of now are denizens of (whoops - to late [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 10:13 AM

Re: Austerity died yesterday

While I don't disagree with Q's selection of companies (currently own two of them and recently sold the third for tactical reasons), I would like to address a missing (very unpopular) piece of Draghi's advice:

The lifestyle (call it standard [more]

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

Re: Does the Fed know what it means?

This is their out:

..As the recovery progresses, assessments of the degree of remaining slack in the labor market need to become more nuanced because of considerable uncertainty about the level of employment consistent with the Federal [more]

Yesterday

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OrmontUS replied to the Macro Economic Trends and Risks board. 10:59 PM

Re: Islamic Caliphate

The challenge for the US and Western Europe is that the current religious tolerant secular state political model will have great difficulty in not stigmatizing one of the world's major religions (as the opponent is, by definition playing the [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 10:52 PM

Re: Coin

I would think it would make sense to have the optimal credit card used to maximize benefit to the user, depending on an app/algorithm which matches a particular card's benefit to a particular class of vendor.

Jeff

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 12:08 PM

Re: Differences in Pronunciation in the US

Is "you'se all" or "you alls" the plural of you all?

From a guy dat speaks da poifect English

Thu Aug 21

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 3:40 PM

Re: OT: PLEASE READ IMMEDIATELY

MarkR makes an interesting point - there are many instances of very official looking phishing emails that one can get.

But yes, when I get something like this (whether from gmail, Paypal, Skype or whoever), I never use any links in the [more]

Wed Aug 20

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OrmontUS posted to the Macro Economic Trends and Risks board. 8:31 PM

OT: PLEASE READ IMMEDIATELY

We've recently heard about an unknown company being hacked by "bad guys" who made off with millions (maybe more) email address/password pairs.

I use a Gmail account as an emergency clone to my main email account. Perhaps over the [more]

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OrmontUS replied to the Mechanical Investing board. 8:31 AM

Re: OT geopolitcal risk

The problem is not one of lack of imagination, but rather the vast variety of events one can imagine. Planning for all of them and their various permutations is likely impossible for a human (and we don't yet trust computers to plan outcomes of this [more]

Tue Aug 19

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OrmontUS replied to the Macro Economic Trends and Risks board. 9:01 PM

Re: How much will $100 buy in your state? ....

If NY is only a buck and a half behind Hawaii, I wounder what NYC would look like broken out :-)

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 8:58 PM

Re: Verizon named America's best wireless carrier

Lucky that tech support was not a criteria :-)

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 8:57 PM

Re: Kinder Morgan deal downside

Interesting (expensive) twist of the day:

BHP announced a de-merger as they will be spinning off a number of their subsidiaries and issuing Australian shares to their stockholders in the new company. Since UK also lists BHP (as BLT), but [more]

Mon Aug 18

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OrmontUS posted to the Macro Economic Trends and Risks board. 1:31 PM

Is KFC next?

http://abcnews.go.com/Technology/wireStory/emerging-solar-pl...

Federal wildlife investigators who visited the BrightSource Energy [more]

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

Re: 2.36% Ole' Buttercup. 1956

Two things I might mention:

1) Minor unit issue: The S&P is a cumulative dollar value while an interest rate is a percentage. Probably not too important in context of overall trend.

2) Discussions of income inequality today vs. [more]

Sun Aug 17

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OrmontUS replied to the Mechanical Investing board. 11:15 PM

Re: OT geopolitcal risk

Sorry - some of the links got mashed:


http://www.businessweek.com/articles/2014-07-17/how-russian-...

[more]

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OrmontUS replied to the Mechanical Investing board. 10:35 PM

Re: OT geopolitcal risk

While we can all list, counting on our fingers, the geopolitical challenges currently flaring around the world, I'd like to highlight a couple of stories which might more directly affect us if push comes to shove:

Flash Crash?:

Four [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 4:30 PM

Re: OT: Iran cyber-attacks on Israel

http://www.jpost.com/Defense/Israel-to-intensify-cyber-secur...

Another article about the possibility of fake SMS warning [more]

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Big gold star, 5000 posts Feste Award Nominee!
Board Posts 10664
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Very First Post Re: National debt (7/20/2007)
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