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NMM as discussed in a previous post; is a somewhat well known shipping company. It earns its dividends off of the profits that it earns above a baseline rate for leases based on a per day basis. It has a healthy fleet of ships/boats as can be seen from its website(http://www.navios-mlp.com/Fleet/default.asp). There is a threshold involved in its profit distributions but surely these are kind of specific/arcane and may not be interesting/pertinent to this play in general. Maybe they are, however, I'm not sure if going to into that is really necessary per se. They can however be seen on the above link provided.

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SNH is as grounded as one can get. They also own an impressive armada per se, however, they own retirement related communities/apartment buildings. If one goes to their website; (http://www.snhreit.com/locations/view.aspx) one can get a better look at this; but most of them are located in the mid Atlantic region/ "old" USA per se; with a smattering going westward. They also have quite a presence in semi-old "Jacksonian" America namely the Appalachian region per se; namely Tennessee, Kentucky, the second areas of America to be colonized.

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Why is this grassfed beef and mahi mahi a tempting addition to one's buffet of capital allocation; well one could look at this from several perspectives. If one is unsure of future global trade/shipping demand; then one may be concerned by the future of NMM. However, at the same time, everyone likes high-yielding stocks per se(presumably).

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Hence to balance out these concerns without picking up a sextant, one may simply go dollar for dollar with an investment into the brick and mortar assets of SNH.

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Demographics don't change as quickly as global demand. With the reality behind China's economic data always being some-what of a kaleidoscope of fact and fiction, future global trade patterns are always a big question mark. With much of the world's youth un/underemployed, future demand is always shaky, and the thought of import and export, on that common-man level(non-industrial demand) is somewhat unsure.

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However, perhaps one can hedge the high-yielders of global trade, with the steadfastness of old age. With SNH's reliance at least in emphasis per se, on those who happen to have the most assets in developed countries at the moment; namely those of "senior" status per se(age wise); it may be wise to hedge the unsureness concerning consumer demand with that which is sure to be demanded; and which can in turn hopefully/presumably be afforded, namely senior living.

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When one does go 1 for 1 with this investment one ends up with a hybrid investment with a beta or around 1.1; and a yield around 9-9.5%. It's arguably not too shabby for the diversification involved; and perhaps even if one is drawn out by the sirens of the sea(high yielding NMM), its always wise to keep one foot on solid ground(SNH) to make sure that one doesn't end up cursing one's investment decisions like a sailor; and seeing one's capital vanish like the Flying Dutchman.

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Fate it seems, and human efforts are actively working on this dilemma however, and now it seems that researchers have discovered a way of essentially turning otherwise untreatable(given current presumed restrictions) infections/diseases into softer gentler versions of there formers selves. Versions which can be manipulated/acted upon using more standard anti-bacterial substances.

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For example, researchers have found that by using silver compounds, that they can do just this, and hence in a way strip away the protective force-field that virii etc have built up in regards to specific antibiotics/treatments.

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Its perhaps somewhat interesting that it has been common knowledge for a while(hundred if not thousands of years) that silver has anti-bacterial properties, hence its use in a variety of different sensitive environments/ specific medical gauzes etc, but its good that someone somewhere has put 2 and 2 together. For surely, its always easy to "Monday morning quarterback" and say, "oh that was obvious", and perhaps this is one of the reasons, that knowledge is so important in one's life, for one may thus better understand the sort of "cell membranes" of different processes/logics and hence easily put two and two together once one realizes the type of protein one needs to be allowed to enter into the world of success/understanding.

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Either way, surely this may help revert some of the potential doom/gloomism that may otherwise and perhaps reasonably surface in the face of the possibility of bacteria/virii becoming untreatable, and perhaps it would be interesting to see, if, as I'm sure in the future we will, whether or not this is kind of a nice skeleton key for many dilemmas that fall under this untreatable malady heading per se.

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Either way, here's a link to the article(below). Much silver is already used in medical/scientific devices/materia however it will be interesting to see if maybe in years to come with these new finding, whether or not future silver demand will be marginally accelerated or bumped up per se, for surely as the developing world continues to develop, it will begin to be able to afford more high quality medical equipment and surely this by its self will increase the demand for silver equipment, but perhaps this new finding may add some occasional acceleration or something to that rate or increase in demand.

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Article; http://www.sciencedaily.com/releases/2013/06/130619164754.htm

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Here's another interesting article, it discusses "naked-mole-rats" which apart from being naked(hairless) subterranean rats, are also one of the interesting species of mammals that are immune per se to cancer, which is I guess somewhat unique; anyway they are always a hot topic for research and here's the latest I guess one could say;

http://www.sciencedaily.com/releases/2013/06/130619132444.htm

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On this topic of immunity to cancer I was watching the good-old Japanese State broadcasting television channel(NHK) the other day, and they had this great discussion of how that the same enzyme that may have allowed us(humans) to grow such large brains may also be that which makes us more susceptible to cancer than other primates etc, which don't have the same problem with cancer. It makes sense I guess since by shifting an emphasis on to cell expansion/reproduction we have hence accentuated that which can go wrong as well with said process(cancer), the show had an interesting way of very clearly framing the subject none-the-less.

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Though of course its not so pleasant to see one's capital depreciate, it is great to perhaps test one's "hedge" positions. Sure, news of the day, can make a random stock a good hedge against negative volatility, but at the same time, its perhaps fun to see which stocks might be a better bulwark, within a specific profile, should this sort of ebb flow reoccur in the future.

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For example, I like higher interest/yield rate securities, and they've all been getting stuffed so I guess this was somewhat to be expected. However, from these ashes of course new seedlings emerge, and one see's new prospects for one's start team per se. Perhaps these sort of under-tow like moments are good in the same way that the minor league world series is good for a major league scout, in that it allows one to have a better understanding of potential new positions in one's portfolio.

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For example, a high income earner, that's really been slicing through the fog with its positive gains has been NMM. Navios.... etc. I like Navios, it has had my interest for the past several years due to its high dividend rate, and this performance, of rebuffing the virulent selling, is making it look even better. Sure one could pull some sort of complicated Monte-Carlo test here, to see what "might" happen with NMM given this situation. But perhaps, the observable truth is more valuable than the outcome of 10000000 "trials" or their average.

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Either way, I hope other's may find new stock picks too, for surely if anyone has ever lived near/regularly visited a beach etc, they can tell you that the best time to see what the ocean floor really looks like, is after or before some sort of unique tidal event, so surely, this could be a great opportunity, to see the truth that is so often obscured by the sandy waters, or various other factors that shape our daily experiences with the stock market.

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I started with NRT. For whatever reason I kind of like Scandinavia. I'm a fan of Seadrill for example, and I just tend to think that some of the investment/management mentalities are at times ok up there, with the almost free higher education, and with the like of the local massive sovereign wealth funds perhaps on hand to lend advice, I am ultimately quite comfortable investing in similar pools of capital(companies) with said sovereign wealth funds. I also think they have decent management(Norwegian SW Fund) kind of like how Calpers used to have that sort of "star" appeal going on.

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Either way, naturally I presumed that a "Northern European Oil Trust" was somehow related to these really "northern" oil fields somehow. I guess the state, has a lot to do with that sort of thing in Scandinavia, but needless to say, I just presumed this was somehow connected to those fields etc.

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Turns out, by "Northern European" they mean "northern continental European"; for this trust in particular is invested in, not oil really, but "oil gas" I guess one could say, and the sulfur that can be extracted from it aswell. So to sum up; this would perhaps be more aptly named "The Lower Saxony, etc. Gas Reserve Fund". Owned by Shell and Exxon and some subsidiaries etc.

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Further, its reserves are currently going down, I guess as reserves tend to do. There still seems to be a few good years left in it though; if one goes to page 6 in the following document one can see for one's self, since it doesnt seem to be paste friendly; http://www.neort.com/PDF/2012-Annual-Report.pdf .

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Graciously however, this has also taught me some other useful pieces of information for example, I had no idea of the existence of the massive "Zechstein Formation" which seems to be a sort of basin per se that pretty much encompasses the northern portion of Continental Europe, and a little extra;

Source;

http://www.geocaching.com/seek/cache_details.aspx?guid=560503cc-098c-4bbd-bf59-1b1af837877d

So I guess that always good to know.

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Perhaps in this vain of thought its also worth mentioning that as another interesting Jeopardy-esque factoid; European Bison are called Wisent, or something of the like, and they are a little smaller or thinner per se, than their North American counterparts. Of Course, however, North America was home to some interesting Megafauna back in the day, always kind of interesting to think about, like the "Giant Sloth" for example, that could sit and eat out of a tree. I hope one day they clone them and populate a "Jurassic Park" style game-park with their ilk, for surely no one would have much to worry about, with a few hundred giant sloths slurping down leaves from tree tops. Anyway; I guess there's some truths that belay NRT, I hope they've been helpful for others aswell.

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Giant Sloth;("fantastic" scale)

Source; http://www.wetanz.com/adam-anderson/

(click to enlarge)

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Either way, much has been made of the recent trend of young adults not to marry until later in life relatively speaking. With the average age of marriage now being around 29 for men, and 26 or so for women, people are getting married later, and though this doesn't mean having children later(48% of children now born out of wedlock) it may mean that some families may be more prone to screen for genetic abnormalities while their child is still developing etc(as couples begin to have children later in life).

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Since the increase in chromosomal abnormalities becomes quite stark as women progress from their 20-30-40's it seemed as though, with couples in general making more a shared income, that their might be some way to invest in this trend. For, via the beauty of finance, even if something doesn't appear to be logical or whatnot upon first inspection, one's opinions are often irrelevant, for profiting from one's investments is surely a universal item of appreciation.

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Needless to say this tendency may become a profitably-investable reality within several years, as the current younger generation ages. Though the market may change significantly in the next 10-15 years, a current investment that might be worthwhile to invest in this trend might be the likes of SQNM who is known for producing their sort of "screening" tests for fetus DNA profiles etc. This sort of test may become more and more important as age of first birth/marriage continues to rise, and hence this investing in SQNM at some point in the next decade or so may be a good idea to positions one's self to profit from this somewhat new social tendency.

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Don't own any SQNM as of yet; here's a link to the article on marriage/child birth ages/implications;

http://nationalmarriageproject.org/wp-content/uploads/2013/03/KnotYet-FinalForWeb.pdf

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It should also be noted perhaps, that I'm not pro-or con late in life child-bearing, I realize that it's a very practical decision in many cases, and it would never be my position to judge another's personal/private decisions; especial one as personal as that of reproduction per se. I for example will most likely fall into this same boat potentially.

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(NM) Navios Maritime Partners; was up 1 cent.

(NTS) Communications up.

(BMNM) Bimini Capital; mreit up

(Mark Mobius' Templteon Asia Growth Fund) up

(OGZPY) Gazprom up

(Full) "Closed End Investment Company" like Apollo etc. up

(SBLK) Star Bulk Carriers up

(AES) Energy Management etc not negative at least(at the moment; 2:52)

(CROP) Not Negative; Index IQ ETF Trust

(HYEM)(EMHY) Up emerging markets

(MFV) Persona favorite; up "Special" investment trust

(CPLP) Tankers, up

(PHOT)(HEMP) Marijuana penny stocks; up

(SAFT) Insurance group up

(SMDR) Salamander Energy; Emerging market etc energy/exploration up

(TOO) Teekay Offshore up

(GULF) Wisdomtree Gulf-region specific etf up

(CRT) Cross Timbers Royalty Trust up(high yield royalty trust)

(SBR) Sabine Royalty Trust; another high yield royalty trust; up aswell

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