aleax

Alex Martelli

aleax’s Activity

Today

Pro Boards Post

aleax posted to the Pro boards. 37 minutes ago

Stock Advisor Boards Post

aleax replied to the Stock Advisor boards. 2 hours ago

Yesterday

NL

Boards Post

aleax replied to the Real Estate Inv. Trusts: REITs board. 10:27 PM

Re: Brokers

IB (Interactive Brokers) is my favorite, but it isn't for everyone. No mutual funds to speak of, no hand-holding, an odd trading platform, and a $10/mo minimum charge (even more if you need real time quotes). What they do offer is super cheap [more]

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Boards Post

aleax replied to the Real Estate Inv. Trusts: REITs board. 9:53 PM

Re: Some REIT Commons to Consider

Lao-tse, thousands of years ago said, "The best leader is the one that when the victory is won, the people say we did it ourselves."

A quote I love (maybe because that's what I aim for when I have a leadership position, esp. [more]

Stock Advisor Boards Post

aleax replied to the Stock Advisor boards. 6:30 PM

Stock Advisor Boards Post

aleax replied to the Stock Advisor boards. 2:10 PM

Mon Apr 21

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Boards Post

aleax replied to the Value Hounds board. 11:40 PM

Re: Why is everyone still earnings-obsessed?

Why hasn't free cash flow (which is harder to manipulate and isn't as heavily dependent on discretionary accounting practices) replaced these crude yardsticks?

If by "free cash flow" you mean after capex, that has plenty of [more]

NL

Boards Post

aleax replied to the Value Hounds board. 10:35 PM

Re: Speaking of what we know- CALM

The company has an interesting, and perhaps unique, dividend policy. It pays one third of quarterly net profits to shareholders.

Not quite unique -- RGR does just about the same (except in RGR's case the quarterly dividend is 40% [more]

Sun Apr 20

Stock Advisor Boards Post

aleax replied to the Stock Advisor boards. 4:23 PM

Stock Advisor Boards Post

aleax replied to the Stock Advisor boards. 3:59 PM

Fri Apr 18

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Boards Post

aleax replied to the Macro Economic Trends and Risks board. 11:32 PM

Re: Those lazy, good for nothing unemployed

The key trick in the end is, as usual, ????? sea?t??...:-)

Darn, fooled again by TMF's ancient `boards` software -- the Greek characters looked just fine in "Preview Message", but, that's how they display in [more]

NL

Boards Post

aleax replied to the Macro Economic Trends and Risks board. 11:03 PM

Re: Reestablishing the Middle Class

* Laws and rules requiring the company to hire some percentage of the higher-cost workers. In South Africa my understanding is that apartheid made this explicit. In the US we used "Jim Crow" laws - if you couldn't permit your black [more]

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Boards Post

aleax replied to the Macro Economic Trends and Risks board. 10:55 PM

Re: Reestablishing the Middle Class

Money is not simply part of a barter system, indeed was created to transcend the simplicity of barter.

That's a popular theory (going back at least to Adam Smith), but also an ill-founded myth, as anthropologists have shown: barter [more]

NL

Boards Post

aleax replied to the Macro Economic Trends and Risks board. 10:40 PM

Re: a valuable TMF article

Great article (as is typical of Morgan Housel), thanks for pointing to it. Of course, it's a partial view.

Take me for example -- far from rich, but reasonably OK. I do care about what people think of me -- for example, ever since [more]

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Boards Post

aleax replied to the Macro Economic Trends and Risks board. 8:34 PM

Re: Inequality

Who in the US borrows from abroad and who borrows from domestic creditors is not relevant. Debt instruments are fungible.

That's correct, as long as the debt is in the same currency (and I believe essentially all debt by all US [more]

Pro Boards Post

aleax replied to the Pro boards. 7:16 PM

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Boards Post

aleax replied to the Macro Economic Trends and Risks board. 4:50 PM

Re: Reestablishing the Middle Class

the slow withering of U.S. industry that continues to take a additional toll every day

Industrial production index since the start of the recovery in June'09: 83 -> 103, +24%. Not sure how that's a "slow withering" (!). [more]

NL

Boards Post

aleax replied to the Macro Economic Trends and Risks board. 4:25 PM

Re: Inequality

This suggests that those that have all that extra income are actually spending it and not simply sitting on it in some unproductive manner.

A macro average hides a lot of detail. This article breaks down savings rate by income
[more]

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Boards Post

aleax replied to the Macro Economic Trends and Risks board. 4:18 PM

Re: Inequality

Hey, thanks for the Malthusian throwback. When you have an economy that isn't growing, like this one, it does appear to be zero-sum. But when we return to our senses, and realize that capitalism works and socialism doesn't, we'll grow the economy [more]

NL

Boards Post

aleax replied to the Macro Economic Trends and Risks board. 10:31 AM

Re: Those lazy, good for nothing unemployed

As for me I know when an engineer is soooo sooo superior all the time. After all if you have expertise in one area expertise in everything cant be far off.

There used to be a lot of that attitude in Silicon Valley -- "if you're [more]

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Very First Post A SAS: Activision Blizzard post. (9/5/2010)
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