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TheSandman

TheSandman
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  • Stocking Stuffer For Young Kids [View instapost]
    Amazon one-clicked. A perfect gift from Santa to a rocket scientist and his girls. Thanks for the idea, cdm.
    Dec 17, 2014. 11:55 PM | Likes Like |Link to Comment
  • Another day of pain for energy stocks [View news story]
    You are more right than you know, I believe, re: GeoPolitical happenings. People complaining about our US Energy getting bent over backwards have a point -- and I REALLY sympathize with them -- but that is checkers. They are unfortunately collateral damage while the rest of the world is playing 3D Hyper-Chess.
    Dec 11, 2014. 03:56 PM | Likes Like |Link to Comment
  • A Value Investor Takes On Christmas Shopping [View instapost]
    Since my PhD was (partly) for studying flowing sand, it's cool to see that non-Newtonian fluids are finally being recognized for the fun they can provide -- they occupied a lab of grad students for several years!

    ("The Big Bang Theory" is a documentary, not a sitcom.)
    Dec 4, 2014. 06:03 PM | 1 Like Like |Link to Comment
  • Best Near-Term ETF Wealth Builder Now, Offering A +15% Gain In A Month And A Half [View article]
    Actually, I know quite a bit about rocket science and plasma physics. I find the calculus of options to be a fair bit more difficult.

    Thanks, Peter. I am a new follower and have enjoyed catching up on past articles.

    Bob
    Oct 28, 2014. 09:01 PM | Likes Like |Link to Comment
  • Finally! An Asset Allocation Strategy That Works [View article]
    Thoughtful article. Will quickly add it to my knowledge base.

    What are the following gains by selling/buying/holding at the indicated levels?

    One small correction: "It is better to be approximately right than be precisely wrong" was originally said by the execrable John Maynard Keynes, though Buffet was probably just repeating good wisdom.
    Sep 9, 2014. 05:02 PM | 2 Likes Like |Link to Comment
  • Loral's Next (And Last) Chapter [View article]
    What, if any, are the implications to holders of LORL from the fallout of the Chinese/Loral satellite post-crash investigations? Are there any residual complications to people who have to report holdings of foreign entanglements? Are there any legal complications from holding LORL that might raise red flags in background investigations?
    Aug 11, 2014. 10:25 PM | Likes Like |Link to Comment
  • Cutting Through The Multicultural Nonsense [View instapost]
    Oh don't get me wrong, chopsticks have their place: sharpened, soaked in water, and used as skewers to grill meat and veggies on the grill, for instance!

    With the calories I must consume just to maintain my weight, I don't have time to eat slowly -- at least not if I eat healthy.
    Aug 4, 2014. 02:02 PM | Likes Like |Link to Comment
  • Cutting Through The Multicultural Nonsense [View instapost]
    I will ponder your question while doing agrarian work today.

    Here is a converse answer (what of our tools are superior to other cultures): chopsticks! Why does anyone still use them for (e.g.) rice-based dishes? They even have the agricultural pitchfork (fork) and shovel (spoon), yet they persist with inefficient sticks while cutting down vast forests for the disposable implements.
    Aug 2, 2014. 11:49 AM | Likes Like |Link to Comment
  • Lobster [View instapost]
    Get yah lahb-stah! Supply exceeding demand, once again:

    http://on.wsj.com/1lk4xG3
    Aug 1, 2014. 03:04 PM | Likes Like |Link to Comment
  • Refuting The False Claim At The Federalist That 'Food Inflation Blows Away Wage Growth.' It's Just Not True [View article]
    I disagree, unless the "cost of groceries" is unrelated and uncorrelated to the CPI for food. That is what I am trying to find out! Again, I ask these two question earnestly -- I really don't know the answer and have never had a straight reply:

    1) Does the CPI track price-per-unit-kiloCal... or does it track price-per-container of food?

    2) When the BLS substitutes -- and it does substitute -- different items in the shopping cart, where is the index for a constant shopping cart? If the price of beef goes up and consumers substitute hamburger for steak in the BLS basket for determining the CPI, that seems to show up as a CPI of 0% because the total cost is the same. But it is -- literally -- a comparison of apples and oranges.
    Jul 27, 2014. 01:51 PM | 1 Like Like |Link to Comment
  • Refuting The False Claim At The Federalist That 'Food Inflation Blows Away Wage Growth.' It's Just Not True [View article]
    I have never been able to get a straight answer on this: Does the CPI price "per-container" or "per-unit-weight" into the formula? When BLS substitutes hamburger for steak in the CPI basket, where do they keep track of a constant food basket?

    I agree that the CPI has not been terribly inflationary. I have been doing more food shopping than my spouse since 2004, however, and I note that my total food bill has increased more than 2% CAGR because I have to buy more food.

    The price of a bottle of OJ is about the same ($1.99 on sale). But said bottle has gone from 64oz to 48oz (33% increase). Ragu spaghetti sauce is $2 on sale, but for 14oz not 16oz jar (12 1/2%). Breakfast cereal is about the same at $2.50, but for a 9oz box instead of the 13oz box (44%). Cheez-its still come in a 1 pound box, but the price went from $2 to $3 on sale (50%). A half-gallon of ice cream is about 1.75 quarts (12 1/2%). Good fresh farm-raised North Atlantic salmon was often $3/lb in grad school 12 years ago when I was learning to cook healthy food; now I am lucky to find salmon for $8/lb frozen.

    My empirical observations (albeit anecdotal) do not support the BLS model of CPI. Does Fairfax County, VA, exist in a special inflationary zone that is not included in the BLS model, or is the model wrong?
    Jul 25, 2014. 01:17 PM | 2 Likes Like |Link to Comment
  • Ugo Gussalli Beretta Makes A Move [View instapost]
    Thanks for the info. That was not at all clear from wtop radio on the morning drive.
    Jul 22, 2014. 11:37 PM | Likes Like |Link to Comment
  • Ugo Gussalli Beretta Makes A Move [View instapost]
    I thought this was a foregone conclusion. The local talk radio in DC reported this today as if it were breaking. Perhaps they don't read Seeking Alpha?
    Jul 22, 2014. 10:04 PM | Likes Like |Link to Comment
  • Superstition Arbitrage [View instapost]
    The best that you can hope for is that the ghosts caught the plague and died away. Poof! No more problem.

    Seriously, the ghosts one can easily dispatch. The plague, or other long-lived disease... well, ask Ken Alibek about the old Soviet Bioweapon facilities: http://bit.ly/Ur9cP0
    Jul 22, 2014. 10:01 PM | Likes Like |Link to Comment
  • Kinder Morgan: Deconstructing The Pros And Cons [View article]
    LMGTFY: EIA dot gov, shale maps

    http://1.usa.gov/1wfn9Pc
    May 27, 2014. 11:21 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
59 Comments
91 Likes