Not a high-falutin' Pee Aich Dee economist.
Just a lowly physician tryin' to make sense of these Interesting Times.
"The State is the great fiction through which everyone endeavours to live at the expense of everyone else." Frederic Bastiat, 1848
I am but a bemused and conjurepated skeptic in a world of majestic deceptions.
Any opinion(s) expressed in any form by me at Seeking Alpha and/or related websites are strictly my own personal views and ideas. They should never be considered advice of any kind, nor considered to be professional opinions.
You should always seek advice from a qualified professional before embarking upon any plan of trading or investing.
All the Best!
Professional real estate investor in Phoenix, AZ and owner of Zoomie Brokers - "Your real estate Wing Man, specializing in North Scottsdale, Paradise Valley, Arcadia, Biltmore & Old Town Scottsdale"
BS - US Air Force Academy
MBA - WP Carey School of Business
Evaluation of the dominant assumptions and an understanding of the dynamics of the economic engine is the basis of an approach to asset allocation that provides for both a rational determination of value and an understanding of sentiment in the form of price as a measure of the irrational nature of the operational environment, an approach that is intended at once to avoid unnecessary risk while at the same time enable gradual rebalance of assets as a means to increase net worth via optimization of appreciation and long term yields. Let's call that buy low and fly high just for fun.
Specialize in the investment in and trading of "deep-value" high-yield securities, including debt, preferred shares, common shares, put/call options, and ETF's, for my own and family accounts only. Have over seventeen years experience personally directing our personal and family accounts on a mostly full-time basis.
Was previously an international-business executive, general manager and entrepreneur in the medical-technology industry. Also provided consulting, related to general management, new-venture formation and acquisition of venture capital.
Education: Brown University, School of Engineering (Sc. B. '71); University of Virginia, Darden School of Business Administration (MBA '73).
Present Home: Sarasota, FL
Previous Homes: New York City, Mountain View, CA
Hometown: Baltimore, MD
Let's see, Veteran (Vietnam era), Commercial Artist, picture framer, industrial engineer & corporate executive (once upon a time), small business owner and operator, Ayn Rand fan, Libertarian (and no, its not a synonym for "Republican" or "Conservative"), and history buff. Serious investor, I need to earn money from my assets, and I'm of the age where I pull money out to help put food on the table. I like to fish, but just as with my investing, I am a "meat fisherman", I only kill what I plan to consume.
I went through an apprenticeship While in high school and became a carpenter after graduating high school in 1976. Recession struck in the late seventies lasting into the the eighties. I joined the U.S. Army and retired after twenty years. I am currently a indipendant contractor providing technical services for perimeter security to military bases in the south west.
I have my name back, Still looking for a Purrfect picture. I have friends. Time to restart.
SA isn't perfect but then I'm not either. But Life is far too short, and as the Roman Gladiators used to say: Eat, drink and make merry because tommorow, you may die.
Why hasten your demise, don't worry, what goes around, comes around.
Odin is a Norse god and he is solvent. He is old and cranky. He believes that he has seen the highs and lows of a few cycles from the front-lines of a storied trading desk, giving him some insight into the future (though mead often makes it all very hazy).
Even though he is a curmudgeon and dismisses younger and lesser gods, he is by no means jaded. However, his cynicism curve is currently inverted: he believes there is a great deal of pain in the short term, yet the future is bright. He believes in the resiliency of the human spirit and the futility of daily P&L. However, he endures his daily P&L bravely.
He reads voraciously. He comments occasionally. He provides solutions on rare occasions.
His primary reason for reading, commenting, writing analysis on SA is to hone his views and win bets.