OrmontUS’ Activity

Yesterday

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OrmontUS replied to the Macro Economic Trends and Risks board. 12:28 PM

Re: telecoms call on FCC to block cities Interne

It's about time constituents of towns and cities who are best served by funding their own networks speak out and take the initiative.

Those who follow my wanderings around the world have seen city-wide free Wi-Fi in such [more]

Sun Aug 31

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OrmontUS posted to the Macro Economic Trends and Risks board. 9:34 AM

OT:Jeff has a new idea on travel writing

I've been posting our travel logs here for the past few years. While many (a couple?) of you enjoy reading them, they both clutter what is supposed to be a macroeconomic site as well as "open the kimono" to the internet at-large whenever I [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 9:23 AM

Re: OT: A Highly Concentrated Port

Not a criticism, just an observation:

I don't see much in the way of foreign holdings. If the USD were to rise against the Euro for example (let's say based on an increase in US interest rates), US companies would have downward pressure and [more]

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

Re: Retire & travel

Sometimes yes, but mostly no. When you compare what we do, in many cases (with some obvious exceptions), it doesn't cost much different from what these guys end up paying - we just make a different election of what we find interesting.

While [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 1:42 AM

Re: Port Strategy

Gentlemen (and dames),

I would respectfully remind you that, as the market rises (and bonds are being set up for a problem within the next few years), that cash is an asset group.

It's not that the market can't go up from here, but [more]

Sat Aug 30

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OrmontUS replied to the Macro Economic Trends and Risks board. 12:06 AM

Re: GoogleX Enters the Drone War

Hey Tim,
Nice weird balloons :-)

Jeff

Thu Aug 28

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OrmontUS replied to the Macro Economic Trends and Risks board. 10:00 PM

Re: OT:The rules of the game shift

The problem with mutilating and killing your prisoners is that your opponents are more likely to fight to the death.

This has also been used to provide an incentive for a force to fight to the death (the Swiss Guards used to mutilate and [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 8:14 PM

Re: Tax reform

Actually, the shareholders are the ones who foot the bill for fines, while the executives who were the ones who actually broke the law get off scott free.

Jeff

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OrmontUS replied to the Macro Economic Trends and Risks board. 6:43 PM

Re: Tax reform

We are looking at the problem through cracked glasses. The world-wide standard for income taxes is that a person should pay taxes in the country he resides in (and uses the services of) rather than the country whose passport he holds. (At least [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 5:53 PM

Re: Figure out who the good guys are?

Well, true enough. The point I was trying to make is that we have a "mainstream" anti-government force (who the US tells us are the good guys) fighting both the "Islamic" fundamentalist forces and the Syrian government who we have [more]

Wed Aug 27

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OrmontUS replied to the Macro Economic Trends and Risks board. 7:03 PM

Re: Remember Jeff's Dollar/Stocks Theory?

One more thing:

The shares in the foreign company will be valued in a growing number of "euros" which are each decreasing in value. So on an absolute basis, both companies would tend to still be "worth" the same with the [more]

Tue Aug 26

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OrmontUS posted to the Macro Economic Trends and Risks board. 8:53 PM

OT:The rules of the game shift

This is not meant to be political, but rather to point out that the rules as they apply to the US (in our eyes, at least) are not the same as we apply to others. A few examples:

1) Snowden revelations compared to what we are outraged that [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 6:07 PM

Re: Remember Jeff's Dollar/Stocks Theory?

Simplistically, picture this:

If we take two international companies - one based in the US and the other in Germany

They both do $1Billion in profit selling to China et al

They each did $1Billion in profit selling to the [more]

Mon Aug 25

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OrmontUS replied to the Macro Economic Trends and Risks board. 4:40 PM

Re: Islamic Caliphate

From (Posted January 2013):
http://boards.fool.com/ot-jeff-takes-a-trip-east-dubai-30516...

12 22 Jan 2013 At Sea (Mediterranean Sea) CO [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 11:33 AM

Re: What should be regulated

My point exactly

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OrmontUS posted to the Macro Economic Trends and Risks board. 9:57 AM

What should be regulated

How many PC's are purchased every year? The power supplies used by the average PC used at home or in a small office is not particularly efficient - it's built to hit a price point, rather than any other particular criteria. Can more efficient power [more]

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OrmontUS replied to the Mechanical Investing board. 9:35 AM

Re: Fewer than one in 10 aware that stocks avera

On the other hand, I almost guarantee that if the market dropped 5% in a month EVERYONE would be aware of it (and likely the drop would continue for a while until the value guys thought that the probability of reward was greater than getting cut by a [more]

Sat Aug 23

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OrmontUS replied to the Macro Economic Trends and Risks board. 4:13 PM

Re: Another whine about lack of workers

To a certain extent, we are the problem.


In my business, I recognized early on (long story not worth retelling here) that bringing down the cost of freight gave me a business advantage. If I could force suppliers to pay for the freight [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Feste Award Nominee!
Board Posts 10684
Recs Received 32379
People who have rec'd these posts 1240
Recs to Posts Ratio (last 30 days) 12.80
Threads Started 3447
Threads Started Percentage 32.26 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: National debt (7/20/2007)
Percentage of Posts Rec'd 68.61 %
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