OrmontUS’ Activity

Yesterday

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 6:38 PM

Re: VW's used car problem

The problem is they are left hand drive and most third world countries use right hand drive - else they would end up in Africa.

Jeff

Wed May 24

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 7:09 PM

Re: While we have turned away ...China

BringAJback,

No one said that China is being charitable. Each of these actions is clearly in their national interests. What I find interesting is not China's activities, but rather the blatant way they plagiarized the US playbook of the [more]

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 12:43 PM

Re: While we have turned away ...China

Warrl,

I think the answer would be that China's size is on the order of magnitude of the US's (but, of course, with much greater overall density). The trains run at 300km per hour which means an approximate break-even (or better) [more]

Tue May 23

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OrmontUS posted to the Mechanical Investing board. 7:27 PM

OT: Book Recommendation

Thinking Fast & Slow by Daniel Kahneman. This psychologist won the Nobel Prize for Economics based on his work on how/why we make incorrect decisions by using intuition.

Long, but I'm seeing myself over and over (deja [more]

Mon May 22

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Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 10:02 PM

Re: OT? Greatest Show on Earth takes its final b

It's amazing how, in one lifetime, the circus has changed from an event every youngster looked forward to seeing to a target for the despise of those same kids grown up - should we call it the Peter Pan syndrome?

When I was a kid, the [more]

NL

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OrmontUS posted to the Macro Economic Trends and Risks board. 8:45 PM

OT: Chick Flick alert

I have a deal with my wife - for every "entertaining" movie (lots of sex, violence and/or comedy:-) I'm allowed to see, I've got to sit through a couple of emotionally draining movies about life.

In consideration of seeing [more]

Sun May 21

NL

Boards Post

OrmontUS posted to the Best Travel Spots/Tips board. 2:57 PM

While we're talking about tips-cruises

Over the years, we've taken somewhere north of 70 cruises (some of them quite long). The following does not concern those few posh cruise lines which include gratuities. It also doesn't include those cruises which leave Australia and include [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 1:44 PM

Re: Exxon & others sign over $50B in Saudi deals

I read it (tentatively) as we are inviting KSA (Kingdom of Saudi Arabia :-) to invest in one of the plants Exxon is building in Texas to assuage their hurt feelings about how our NG fracking is, well, fracking up their petroleum market.

Jeff

Sat May 20

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 10:42 PM

Currency stuff

Since the beginning of the year, the US dollar index has dropped from about 103 to about 97 - or about 5%.

For those who care, this is a big deal - great for the stock market, but also encouraging inflation. Real estate prices in NYC are [more]

Fri May 19

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Boards Post

OrmontUS replied to the Best Travel Spots/Tips board. 10:38 PM

Re: Buffets and Tipping

I have become accustomed to the tipping (or lack thereof) structures used abroad. While there are many countries where tipping is not practiced (and a few where it's actually insulting and in one case technically illegal), many do allow some [more]

Thu May 18

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 9:04 AM

Re: A stuffed hyena head a red hat

As a businessman I would applaud the way this guy procured equipment. As a contractor who frequently found it worth the additional expense to buy top of the line tools, I also admit to scouring the market for factory refurbished models or buying them [more]

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 12:05 AM

Re: Another Bill of Rights

We were trashed by British Airways on our trip back from India (long story made short). Without blinking an eye, they picked up the tab for an additional night's stay at the Taj Mahal Palace Hotel (Mumbai's fanciest rug joint) as well as our [more]

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 12:01 AM

Re: OT: Reduced portfolio by 40% today

I am a firm believer that markets may go up over time, but they generally revert to the mean at some point. We've had close to five months of new highs nearly every day. Fortunately, interest rates have not risen very much, but the housing market [more]

Wed May 17

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OrmontUS replied to the Macro Economic Trends and Risks board. 5:48 PM

Re: Opportunity market timers have been waiting for

Dave, 1.5% does not a dip make :-)

NL

Boards Post

OrmontUS posted to the Macro Economic Trends and Risks board. 4:48 PM

OT: Reduced portfolio by 40% today

Just tactical. The higher the market gets without a compensating increase in profitability, the more nervous I get - and of course it is the month of May :-)

Jeff

Sun May 14

NL

Boards Post

OrmontUS replied to the Living Below Your Means board. 5:51 PM

Re: Life expectancy

And, of course, this is the appropriate time to dilute the school lunch menus with salt, fat and sugar.

**** Not Signed ****

NL

Boards Post

OrmontUS replied to the Living Below Your Means board. 5:49 PM

Re: So I have a tip....

We live in NYC (actually Brooklyn) when we are not globe-trotting. We cook the vast majority of our meals with food cherry-picked from supermarket sales and competing fruit/vegetable stands. I'm going to first of all stipulate that the prices for [more]

Sat May 13

NL

Boards Post

OrmontUS replied to the Macro Economic Trends and Risks board. 8:31 AM

Re: Blue chip dividends.

Toshiba

Jeff
(Don't own it, but keerl for those who do)

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Boards Stats & Trivia

Big gold star, 5000 posts Feste Award Nominee!
Board Posts 11642
Recs Received 36899
People who have rec'd these posts 1314
Recs to Posts Ratio (last 30 days) 24.50
Threads Started 3666
Threads Started Percentage 31.49 %
Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: National debt (7/20/2007)
Percentage of Posts Rec'd 69.99 %
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