OrmontUS’ Activity

Today

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 5:45 AM

Re: China credit bubble burst?

China is in the process of engineering a shift from an export based economy to a consumer based economy. This has caused a distortion in "THE fORCE" which has made evaluation of their current economic status more opaque than usual. That [more]

Yesterday

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 4:07 AM

Re: taxing robots?

I've run into a number of robotic salespeople in Jaapanese shops (the actual non--breathing type rather than some of the normal sales staff). They have scanners in their eyes and can naintain eye contaact, while they evaluate the language [more]

Sun Feb 19

NL

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OrmontUS posted to the Macro Economic Trends and Risks board. 5:46 AM

OT: The shakes

A little while ago, our hotel room (in Tokyo) swayed back and forth for about a minute. Either this was an earthquake or else it was Godzilla passing by on his way back to Osaka.

Jeff

Sat Feb 18

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 7:47 AM

Re: Took a train

My personal choice for President, Mike Bloomberg, put in 12 years as mayor of NYC for the princely salary of a buck per year.

Jeff

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 3:04 AM

Read the news

I've just learned that all my sourcing of US news - whether on BBC, CNN, the New York Times, the Washington Post, ABC, NBC and CBS are fake and that they are the enemy of the American people. (Inshallah Al Jazeera won't be included in that [more]

Fri Feb 17

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

Took a train

Took the Shinkansen bullet train today from Kyoto to Tokyo, Japan. The 475km ride took 2 1/2 hours (including three stops). There were 20 cars to the train and over 100 passengers per car (and nearly all seats were filled). These trains run every [more]

Mon Feb 13

NL

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OrmontUS replied to the Best Travel Spots/Tips board. 7:58 AM

Re: Dodgy Cruise Employees

While most of the cruise lines I travel on automatically add the tips to my bill, I make it habit to always augment that at the end of the cruise (in cash). Not a huge amount, but enough to be meaningful to a third-worlder. I also find that, when I [more]

NL

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OrmontUS replied to the Best Travel Spots/Tips board. 2:20 AM

Re: suggestions for cruises

Baltic, Mediterranean, South American and Asian cruises all go to large cities (or within an hour's travel, anyway). Some large cities in all these areas are not on the water and should be visited by a land trip. Some cities (such as Beijing by [more]

Tue Jan 3

NL

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

OT: Outta here

See you guys/gals after first 100 days burn off.

Heading to fresh sushi and dim sum - and cool technology which our consumers don't even bother dreaming about.

Jeff

Sat Dec 31

NL

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OrmontUS posted to the Macro Economic Trends and Risks board. 11:07 PM

Santa attacks in Turkish night club

http://www.bbc.com/news/world-europe-38481521

A man in a Santa Clause suit shot up a high end nightclub in Istanbul.

No rest for the weary.

Jeff

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 6:46 PM

Re: Human-looking Robots big thing at CES

I saw a demonstration of human-looking robots demonstrating AI by talking to each other. They had been developed by a Japanese outfit to talk to the chronically ill stuck in hospital beds. While one was "male" and the other [more]

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 6:11 PM

Re: Globalization & Inequality

I find it interesting that the US encourages other nations to strive to have their populations ascend to the Middle Class, we find it upsetting when they do it by shifting our jobs to their shores.

When I was young, my mother would tell me [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 2:48 PM

Re: New sanctions on Russia

In the same vein that the "easy" smoking gun was meant to be found by someone who decided to dig, the methodology which may have been used to ferret out the serious hack may not be techniques or tools our security agencies feel comfortable [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 12:03 PM

Re: Effects of currency on vacation costs

Always go for the "native" currency (assuming you're using a card which doesn't charge for the conversion). I documented in my travel book a differential of $60 in what a stay at a posh hotel in India would have cost me if I had [more]

NL

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OrmontUS posted to the Macro Economic Trends and Risks board. 10:14 AM

Effects of currency on vacation costs

As some might remember, I like to fool around with currency theories which affect equity prices. For those who travel, there's another opportunity - if handled properly.

A US cruise company whose itinerary you choose this year will not [more]

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 9:59 AM

Re: Stronger economy NOT save obsolete jobs !

But only the man counts in the productivity figures :-)

Fri Dec 30

NL

Boards Post

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

Re: Did YOU get an iPhone for Christmas?

N'Hound,

My portfolio is in end of year, pre-trip transition and would be highly misleading to post as a template for anyone at this time.

Right or wrong, I have (a few days ago) lightened the load substantially to offset [more]

Thu Dec 29

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 9:35 PM

Re: OT:Syria Ceasefire

Last April/May, I was intending to take a month's drive around western Turkey. The US Dept. of State (with whom I frequently register my itineraries) was emailing me daily with dire warnings that they had "credible evidence" that US [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 7:33 PM

Re: New sanctions on Russia

bjchip has it right - these are not the perpetrators, but rather Russian intelligence officers who happen to be in the US who are being asked to leave. Pretty standard Cold War procedure, but the number involved indicates the level that we're [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Feste Award Nominee!
Board Posts 11588
Recs Received 36373
People who have rec'd these posts 1304
Recs to Posts Ratio (last 30 days) N/A
Threads Started 3645
Threads Started Percentage 31.45 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: National debt (7/20/2007)
Percentage of Posts Rec'd 69.83 %
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