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  • Lessons Learned From The Grand Canyon [View article]
    Oh, I'm part of the thundering herd, etfs and individual stocks. 100% invested. Probably too much international exposure...should have stayed with the US indexes during the great run up since 2009. My favorite for global diversification: VT. You?

    But on top of all that, wary.
    May 24, 2015. 10:21 AM | Likes Like |Link to Comment
  • Lessons Learned From The Grand Canyon [View article]
    Big Sur is an amazing place. I try and go there once a year to fly a paraglider from the Wild Cattle launch (which has to be one of the best dry camps in all of CA...but 4x4s only) down to Sand Dollar beach. And the lack of cell phone service is an opportunity to give up on all of what will seem after several days, unnecessary distractions.
    May 23, 2015. 12:34 PM | Likes Like |Link to Comment
  • Lessons Learned From The Grand Canyon [View article]
    And your dad, having probably formed that opinion during the 1930's was simply expressing his life experience. Stocks and investing are awfully popular these days. After the 30's, not so much.
    May 23, 2015. 12:23 PM | Likes Like |Link to Comment
  • Lessons Learned From The Grand Canyon [View article]
    And, looking into your crystal ball, what are the right stocks to hold for the next 20 years? Now practice humility here, and tell us straight faced, are you sure about your picks?

    This is why broad-based etfs, are so popular. Most of us humans, as opposed to investing gods, aren't sure, and thus go with the indexes as opposed to being sure about our picks. :) Certainly we won't have the returns of a investing god, but we aren't brought down by hubris either, when our massive KO position turns out to be a Kodak in 20 years.

    And then time can work it's magic, cutting away at the dirt and rock and creating a beautiful portfolio.
    May 23, 2015. 12:18 PM | Likes Like |Link to Comment
  • Why Cash Is King [View article]
    And they might go on quite a bit longer than anyone currently thinks. The IT revolution and the globalization it engendered, are continuing to blow some really strong, and possibly increasing deflationary winds some 40 years after inception.

    For example, other than food and some heavy or bulky stuff, all my shopping dollars are now going online (I do live 70 miles round trip from shopping), mostly via Amazon Prime. Throw in automation, cheap global labor, and where is that sustained uptick in interest rates coming from?
    May 19, 2015. 12:51 PM | Likes Like |Link to Comment
  • Is It Time To Buy Big Oil? [View article]
    Not necessarily.

    Alternatives have a long way to go to make up for fossil fuels. At 11% of worldwide energy consumption, projected to be 15 percent in 2040, alternative energy has a long way to go to supplant fossil fuels. No matter what the need to reduce the carbon intensity of the energy we use to slow global climate change, the switch will be long, leaving plenty of time to make money in the energy sector.

    One of your best bets in the sector would be natural gas of course, due to its reduced carbon intensity, compared to other fossil fuels such as coal.

    Consider the fate of investors in the cigarette industry, an industry that most governments in the world have been trying to eliminate for decades, and plan accordingly.
    May 15, 2015. 10:50 AM | 3 Likes Like |Link to Comment
  • New studies link rising number of earthquakes with oil and gas drilling [View news story]
    l also walked many miles to school and back in freezing blizzards with my bare feet (we were too poor for shoes) wrapped in barbed wire for traction, oftentimes uphill both ways. :) And we sicker it up and drank the water, breathed the air, and ate out of the garden that turns out were heavily polluted with heavy metals from the local mining industry that provided the jobs. I retrospect, considering the shaking of my mom's hand (and the tremors that are starting in mine) from all that heavy metals exposure, I think I could have done without the jobs.
    Apr 25, 2015. 09:42 AM | 8 Likes Like |Link to Comment
  • Bill Gross: March Madness [View article]
    One of the most enjoyable and informative articles I've read on SA. :)
    Apr 14, 2015. 11:04 AM | 7 Likes Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    Definitely blood in the streets, some it mine.
    Apr 11, 2015. 12:29 PM | Likes Like |Link to Comment
  • What's The Culprit Behind Recent Retail Sales And Jobs Weakness? [View article]
    Go check out Amazon with Prime, watch a YouTube video on their latest automation, and you will see the future of retail. Also consider all the folks like me who used to drive to all those big box stores like HD (which the market just loves for some strange reason) who drive only for work and recreation now. And since all the competitive pricing is one click away, it has been very deflationary, although this is a step function that has just about run its course IMO, as the Internet matures. Should be interesting to see what comes next. Perhaps a very long run of very low inflation; a reincarnation of the Gilded Age?
    Apr 11, 2015. 12:24 PM | Likes Like |Link to Comment
  • Some Concerns That Have Me Worried About The Overvalued Markets In 2015 [View article]
    That 40% you gave up would have given you quite a cushion to weather the next downturn. Just sayin.
    Apr 11, 2015. 12:08 PM | Likes Like |Link to Comment
  • Utilities Must Adjust To Solar And Not The Other Way Around [View article]
    And even more of us will pay for your unnecessary use of carbon fuels 365 days a year.

    But that cost isn't yet quantifiable, so we can't put a khw number on it doesn't exist in the wacky world of current economics that doesn't account for a finite world.

    And this coming from an oil patch investor that doesn't yet have a grid tie system...but I am definitely circling the bait.
    Apr 7, 2015. 10:58 AM | 3 Likes Like |Link to Comment
  • 'The Death Of The 'Millionaire Next Door' Dream' - A Reply [View article]
    Agreed, way too much back pounding for a forum that should all about questioning the "wisdom" of the crowd...even if it's our crowd.

    With Joe Six Pack pressed and his free spending ways constrained in this globalized, tech disrupted world, it gets harder to have solidly profitable investments, either in corporations, real estate, or your own small business. The tide lifts, or drops all boats.
    Mar 26, 2015. 12:51 PM | 1 Like Like |Link to Comment
  • The United States Economy Is Not Really Doing That Well [View article]
    Wow, everyone is full of sunshine.

    So, where's the investable upside scenarios?

    Something like low interest rates persist for a decade along with relatively inexpensive energy prices, spurring investment leading to a global liftoff in growth, P/Es continue to expand and investors get fabulously wealthy. :)
    Mar 15, 2015. 11:51 AM | 1 Like Like |Link to Comment
  • The United States Economy Is Not Really Doing That Well [View article]
    Another large and on going drag on prices is the deflationary effect of the Internet. For instance, after using Amazon Prime for awhile, I'm pretty convinced that the only reason I have to utilize local retail is for food, and even that is under assault by Amazon.

    So, that's quite a few people that are potentially going to loose their jobs, not to mention all the knock on effects of shoppers not driving to go shopping as more and more consumers adopt this lifestyle.
    Mar 14, 2015. 12:24 PM | 1 Like Like |Link to Comment