OrmontUS’ Activity

Today

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OrmontUS posted to the Macro Economic Trends and Risks board. 35 minutes ago

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]

Yesterday

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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 :-)

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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 :-)

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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]

Sat Aug 16

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OrmontUS replied to the Macro Economic Trends and Risks board. 5:20 PM

Re: OT: Security stuff

With a Mac, you're immune to viruses until you get one.

As far as Dave's contention that he's never gotten a virus, but cleared piles of malware, well I might add - if you are not running anti-virus software, how do you know? (Not all [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 10:50 AM

Re: Flash Crash?

Or perhaps publicizing that the NYSE had been penetrated would have caused more of a panic?

When we were posing theories about why the Flash Crash affected so many markets, I proposed that the US government was watching the traffic and [more]

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OrmontUS replied to the Macro Economic Trends and Risks board. 10:43 AM

Re: OT: Security stuff

Actually, none of those is an anti-virus program.

A reasonably effective free suite is available by combining:

Microsoft Firewall
Malwarebyte's Antimalware software
AVG Anti-Virus
Superantispyware

I do a [more]

Fri Aug 15

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OrmontUS posted to the Macro Economic Trends and Risks board. 7:21 PM

Flash Crash?

Four pages starting:

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

In October 2010, a Federal Bureau of [more]

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OrmontUS posted to the Macro Economic Trends and Risks board. 6:51 PM

OT: Security stuff

http://technet.microsoft.com/library/cc722487.aspx

10 Immutable Laws of (Computer) Security

On This Page
Law #1: If a bad guy can persuade you to run his program [more]

Wed Aug 13

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OrmontUS replied to the Macro Economic Trends and Risks board. 9:21 PM

Re: Kinder Morgan has a good day

Rip,

I suspect that's the deal - the dividend will stay similar, but the share price will rise until the yield is in line with other energy companies. The advantage is that the firm can now borrow money instead of selling more [more]

NL

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OrmontUS replied to the Macro Economic Trends and Risks board. 6:36 PM

Re: How much risk is too much risk?

I think Poz points towards quite a few valid questions. One he alludes to, but doesn't explicitly postulate is the risk of our own emotional stability influencing us to make poor investing decisions.

Life is full of risks (the risk of being [more]

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