OrmontUS’ Activity

Sun Mar 1

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 11:10 AM

ot: up the creek

Just saying hi from Manaus, Brasil

Be back (too) soon.

Jeff

Sat Feb 21

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 11:46 AM

OT: Greetings from down under(ish)

I finally have a decent Wi-Fi connection and just wanted to say hi from sunny (90F degrees) Recife, Brazil.

I'll be back home in mid-March, so this trip is beginning to show me some light at the end of the tunnel.

Keep babysitting [more]

Fri Jan 30

Sat Jan 3

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 7:03 AM

Currency stuff - BEWARE!

You won't have me to kick around for a while as I try to take advantage of the strength of the US buck abroad, but....

The US dollar is at a multi-year high at an index of about 90 vs. the 80 of a year ago. that indicates that you are all [more]

Thu Jan 1

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 9:27 AM

Re: Mapping where we are 12/31/2014

Hey - I just head for different hills from time to time :-)

I think it might be helpful to examine the shifts that took place at the start of the industrial revolution where farm workers were no longer as necessary, but factory workers in [more]

NL

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OrmontUS replied to the Mechanical Investing board. 8:57 AM

Re: Bill's best (and worst)

DB2 Looking at this year's data, I came up with the following: SOS_A 5 70% 1.3% UAL MTOR JBLU ALK DAL SOS_D 5 68% 4.0% UAL MTOR JBLU DAL PPC OVER_PEG 5 67% 2.2% UAL MTOR JBLU DAL LOW SOS_Elan_(v2002) 5 60% 1.4% UAL PPC LUV BX JBLU SOS_C 5 60% [more]

Tue Dec 30

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 9:44 PM

Re: METAR Contest 2015

Love lost causes:

EWJ (Japan ETF)

Third time's a charm:

BHP

I own BHP and may own EWJ on January 3

Jeff

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 9:34 PM

Re: Cash May Be King

Maybe for future dividend increases as interest rates rise - so the practice won't cut into muscle for at least a while.

Jeff

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 9:30 PM

OT: Bought a bit today

I bought a slug of BHP, Bit of Seven & I and some Smartbank

Sooner or later someone will make something out of stuff coming out of a hole in the ground

Japan seems to have gone into recession, but 7-Eleven is international and [more]

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 9:22 PM

Re: Eurozone on the brink of new crisis

If Greece was dumb enough to withdraw from the Euro, they would have to convince the rest of the world that there was some efficacy to accepting drachmas (or bonds denominated in them).

Sure the Greeks could get back on the inflation wagon, [more]

Mon Dec 29

NL

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

OT:For those who are interested (South America)

I've ceased posting (here) my weekly journals while traveling abroad.

Our next trip starts in a few days and will be a couple of months circumnavigating South America by ship.

Any who are not already getting my emails who wish to [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 8:18 AM

Re: Control Panel: Year-end rally

Actionable steps being taken by moi based on above:

Largest portion of Australian cash position being transitioned into Australian denominated equities (to prevent capital gains tax triggering) - largely material miners (BHP, Rio Tinto, [more]

NL

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OrmontUS posted to the Best Travel Spots/Tips board. 8:09 AM

For any with interest (South America)

I've ceased posting (here) my weekly journals while traveling abroad.

Our next trip starts in a few days and will be a couple of months circumnavigating South America by ship.

Any who are not already getting my emails who wish to [more]

NL

Boards Post

OrmontUS replied to the Best Travel Spots/Tips board. 8:03 AM

Re: Happy flying

For those who can afford the time, frequently cruises across the Atlantic are the same price as flying.

Jeff

Sun Dec 21

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 7:48 AM

Currency stuff

So Notehound tosses off a question to me which governments devote whole infrastructures to evaluate, but I'll give you one guy's gut feeling (for what it's worth - probably not much :-):

Yes, yes. Jeff, will you please post something soon to [more]

Sat Dec 20

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 8:56 AM

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. 8:50 AM

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

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 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]

Sun Sep 16

NL

Watercooler Post

OrmontUS wrote 9:15 PM

jeff takes

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Boards Stats & Trivia

Big gold star, 5000 posts Feste Award Nominee!
Board Posts 10779
Recs Received 32769
People who have rec'd these posts 1247
Recs to Posts Ratio (last 30 days) N/A
Threads Started 3476
Threads Started Percentage 32.25 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: National debt (7/20/2007)
Percentage of Posts Rec'd 68.80 %
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