texirish’s Activity

Tue Aug 25

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 11:03 AM

Re: ETF Blow UP! A case study.

Howard Marks wrote a very good article about the potential liquidity problems with ETF's during a market crisis:

[more]

Mon Aug 10

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 1:21 PM

Re: This is AWKWARD!

I can't help wondering how much the EPA is going to fine itself, both for actual costs and for penalties.

Or will it be the towns and states fining the EPA through the courts?

What's good for the goose ............

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 12:28 PM

Re: WEB on CNBC bullet points

If the market lets Jeff Matthews influence it, that doesn't speak very well for the market's intelligence.

Good companies prosper under Berkshire ownership. I think PCP fits that rating.

They remind me of Iscar in ways - a high [more]

Sun Aug 2

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 8:48 PM

Re: Q2 report

I'll admit that my post was a little ambiguous, but if you read this board daily and you know who Tode is, and you know who I am, or you had any sense of humor at all, you would have figured out what I meant.

Bruce, this poster pretty [more]

Sun Jul 26

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 7:28 PM

Re: Trend: Decline of motor fuels

If I were in your situation, I'd just pull my kids out of school early, but that might not work for you. I think it's better than renting a gas burner.

If you follow these extended threads long enough, the motivation of the posters [more]

Sat Jul 25

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 11:57 AM

Re: Trend: Decline of motor fuels

Tim has posted about the problems with electric cars in cold conditions. I want to offer some concerns about hot conditions.

A 2012 Tesla article speaking to range offered data on a Tesla 85kw model S under the following [more]

Fri Jul 24

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 5:09 PM

Re: Guess as to 2015 Book Value in Chairmans let

The bump is about 5.7%, makes me think of Heinz for some reason.

Well Played!!

Tue Jul 21

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 9:20 PM

Re: Jeep hacked - thoroughly

My budding enthusiasm for the new semi-autonomous cars feels a sudden chill.

And my 11 year old LS-430 looks even better than it did. Still performs well with regular maintenance. Probably got another 100K miles left.

Wed Jul 8

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 2:57 PM

Re: Greg Abel on the Kraft Heinz board

Does anyone really think the next Berkshire CEO will live in Omaha? Has Buffett said anything about this issue?

Yes. Said he will.

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 12:37 PM

Re: Greg Abel on the Kraft Heinz board

What do you guys think? Does Abel's presence on the Kraft Heinz BoD support the notion that he is the next Berkshire CEO?

I think the more negative outlook for reinsurance (excess capital) and Berkshire's subsequent expansion into [more]

Thu Jun 25

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 1:07 PM

Re: Nature Rebounds

Apologies to Q. I was some 40 posts behind in reading METAR, and missed that he had already posted the link.

NL

Boards Post

texirish posted to the Macro Economic Trends and Risks board. 12:57 PM

Nature Rebounds

I started to add this as an OT, but it really isn't. Nature is, perhaps, the most macro of economic trends and risks.

And they may not be as negative as we think. John Mauldin today both reproduced and provided a link to a forward look at [more]

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 10:57 AM

Re: CBI to $30?

If one reads this article, be sure to pay attention to the comments section about the author.

From the comments, this author is ranked very poorly based on past recommendations - 3438 out of 3652 analysts. His success rate is 19%, and the [more]

Wed Jun 17

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 10:34 AM

Re: California Dreamin' (of Water)

The simple truth is that it would be far cheaper to grow the onions where the water is than to try to move the water to the onion farm. I suspect once the ground water fails completely that is exactly what will happen.

Unfair!! You're [more]

Fri Jun 5

NL

Boards Post

texirish posted to the Macro Economic Trends and Risks board. 1:41 PM

OT: Read the Fine Print

I started subscribing to Stratfor this year, and have found some of their articles of real interest.

Then I got an e-mail from them touting changes that would improve their offerings, and mentioning at the bottom that they were also making [more]

Thu Jun 4

NL

Boards Post

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

Re: Not ready for Prime Time (or the Freeway)

Now, if the Google car would be driving more like me, where I would have stopped when it turned yellow and I'm still 20 or 30 feet back from the intersection, it might be more likely to get rear-ended.

I've been hit two times in the [more]

Sun May 31

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 5:45 PM

Re: Danger in the Sky

Even more important to the defeat of the weapons was Allied command of the airspace and the interception of incoming bombers by Allied fighter aircraft.

My sidetrack may be getting too off topic - but is certainly [more]

Thu May 21

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 6:43 PM

Re: On Taking Candy From Strangers

The primary reasoning for the original post is that this whole thing only works if the best posters don't get run off by the dreck, and I don't want to see that happen.

There was once a wonderful BRK board on AOL. And precisely [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1111
Recs Received 5956
People who have rec'd these posts 1050
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Threads Started 147
Threads Started Percentage 13.23 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Another yellow BRK'er refugee (2/13/1998)
Percentage of Posts Rec'd 83.62 %
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