Wednesday, July 31, 2013


Lakshman Achuthan: The US Entered Recession Last Year And "Is Worse Than Japan In the 90s"


Tuesday, July 30, 2013


A succinct explanation for what is coming by Jim Rogers

Worth watching the whole thing but his macro view starts at 3:25.  "Be very, very careful.  These are perilous times."  I think that is the most important thing you can out of this.

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Friday, July 26, 2013


LORDE - Royals


Thursday, July 25, 2013


Total Annihilation franchise bought by Wargaming, the owners of Gas Powered Games

Two of my favorite real time strategy games from the 90s, Total Annihilation and Master of Orion have been sold.  I hope this means they will be revived.  I think they would make great mobile games.

Friday, July 19, 2013


The Neighbourhood - Sweater Weather


Friday, July 12, 2013


Capital Cities - Safe And Sound


Thursday, July 11, 2013


The Fantastic Mr Feynman


Monday, July 08, 2013


Rhythmic gymnast Shin Soo-ji's first pitch


Friday, July 05, 2013


The Ceremonies - Land Of Gathering


Wednesday, July 03, 2013



Na na na na...


Tuesday, July 02, 2013


Sell stocks, hold cash

Now is a particularly dangerous time to own stocks.  Summer through September has had particularly poor returns on equities.  Along with that we ended an uptrend in stocks in June that began November 2012.  Also, we had twin Hindenburg Omens.  If the Dow gets above 15,400 I will get optimistic again.  Ben Bernanke's term is up in January and there is a very good chance he will not be back.  This frees him up to start the end of quantitative easing, what has become known as the taper.  If he knows he is leaving he could take the chance on ending the $85 billion/month the Fed is spending to buy securities because it has to end some time and better to do it now and take the blame than pass it along.  (This is assuming Ben Bernanke is a very magnanimous guy who wants to do what is right for the economy rather than bolster his legacy.  Sounds impossible but it might be true.)  Rates are up 1.0% just on speculation of the end of QE.  If the 10 year treasuries hit 4.0%, currently at 2.5%, then buy those.  That will be a decent return for an ultra-safe asset for the next ten years.

Side note:  Lighten up on stocks depends on your age, total wealth, and risk aversion.  If you are 25 you should never go under 50% stocks.  If you are 45 you might make that 30%.

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