Seeking Alpha

tripleblack

tripleblack
Send Message
View as an RSS Feed
View tripleblack's Comments BY TICKER:
Latest  |  Highest rated
  • QuickChat #270, April 2, 2014 [View instapost]
    I went to school with a Korean kid who could compute things (anything, including rainman stuff and complex algorithms) instantly, in his head. He was just learning English, so he struggled to communicate, but anything to do with numbers was automatic.

    He also had a near psychic ability to look at a list of numbers and pick the "right" answer, even when they hadn't shown him the computation yet. Spooky. The college profs were fascinated.
    Apr 18 11:11 AM | 2 Likes Like |Link to Comment
  • Apple: The Case Against A Dividend Increase [View article]
    I tend to generally agree with your points, Moon, but in this case I believe Apple is managing to strike a nuanced strategy that acknowledges the current macro market romance with stock buy backs. Their cash reserves and spending on R&D continue to grow at a healthy rate, while they also continue to participate in strategic M&A.

    Dividends for mega companies are more of a game of demonstrating very long term (if small) and dependable performance. As decades of steady dividend payouts accumulate, the view of these companies as 'dividend royalty' is a bankable reputation.

    Like many complex strategies, there is a right way to do this, and thus far I see Apple taking the high road...
    Apr 18 07:12 AM | 2 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    He's well qualified on paper, has the experience in the business, but he struggled on his first outing with communicating. Language barrier.

    I also think he had to figure out the corporate culture, following NC in the job with Curtis still hanging around as Chairman.

    Then he had to rebuild the LAMP because the original design was flawed.

    He needs to show us that he can handle a tough CC, and NC to boot. We'll see.
    Apr 17 07:05 PM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    When I was teaching art, I always sought to instill in the kids the concept that art was also very like a serious "sport". I told them that a good baseball player learned to throw a ball by constant repetition and development of their eye/hand coordination, and that built muscle memory. Artists require the same things, and will benefit from practice and repetition just like the athlete.

    There is a tendency to "specialize" teaching, ie, forget that there are many different types of "learning", and thus to cover all of them, different types of "teaching" are also required. Teach verbally, and those students and subjects which best respond to this style of instruction will succeed, while all others will not. Teach visually - teach physically/mechanically - and yes, it follows a logical pattern. We should never forget that we are seeking to teach a WHOLE being with multiple senses plus a mind plus a body, all linked together. The entire entity will learn as a gestalt, if we support that process, and a superior outcome will be the result.

    So I came up with "exercises" for the various key functions needed to learn to draw, to paint, to carve, to mold, etc. For many children there is a need for privacy, particularly when attempting to build skills in very new or difficult disciplines. I also came up with methods by which they could teach themselves much of the things which required repetition, by capitalizing upon those things which come from repetition.

    Anyone who has family members and children interested in the arts should seek out instructors that follow these tenets. I will be happy to work via the internet with anyone who can use this sort of advice.
    Apr 17 05:56 PM | 5 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Flu season pop for NVAX would not be unusual...

    Followed by drop as the season abates.
    Apr 17 11:19 AM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    China buys most of the herbaceous feedstocks from elsewhere (the US is a primary source), then process them and rename them and market them as "Chinese". Do some digging and you might discover that there are North American sources for many.
    Apr 17 11:02 AM | 3 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Maybe Ohio should consider modifying its Primary legislation, to require a runoff if no one gets 50% of the vote. It will tend to level the playing field...
    Apr 17 10:27 AM | 3 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    DG: So, if no one gets 50%, Boehner could win the primary with 40%? Then the advantage to the incumbent of a crowded field is strong.
    Apr 17 10:13 AM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Time to start tracking the short action on the ASX...
    Apr 17 09:32 AM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    I would tend to back Boehner, if simply because a district that had repeatedly put him in Washington every 2 years for SO long is obviously mired in the mud and not prone to making a change.

    This is indeed a situation where a front-runner in a large herd can benefit from the size and constitution of the herd. The also-ran majority will assassinate one another, clearing the field for the current seat occupant, who simply has to wait for the primaries (and likely runoffs, if they have that process in Ohio) to work their magic.

    Add in the doubtless lavish national funding which will flow to the Party leadership (including contributions from the members of groups like the Tea Party who persist in supporting the national party, despite all logic)...

    Voila.
    Apr 17 09:29 AM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    Probably ethylene gas, DG. Its the culprit in accelerated spoilage in fruits and veggies. There are ethylene "absorbant" containers and bags which help with this, particularly if you are putting this produce in your refrigerator.
    Apr 17 09:17 AM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    I once participated in the Vidalia Onion Festival, and I have a very abstract painting which portrays a freshly tilled onion field. DG is right, nothing tastes like a Vidalia onion.

    The problem with the big grower is that he has invested a lot of effort in getting his onions picked and ready for shipment earlier than his competition. Only he had the deep pockets to install the systems, and he is annoyed that the date the farmers voted in trims his edge.

    I believe the judge has the law right, but the State does own the brand name. If a farmer wants to grow onions and ship them any time he wants, all he has to do is delete the brand name and label his produce correctly.

    The Commissioner appears to have formulated a tight regulation which will have to be modified to be legal, but I suspect the power of the branding will be what remains.

    The odds that the bigger onion farmers will operate without the Vidalia brand is zero.

    Note: Most Vidalia onions are not grown in Vidalia but in the other 19 surrounding counties.

    Note2: Vidalia onions are great in salsa, relish and canned for storage. They do NOT last as long as small Spanish onions, for instance. Storage in a dark, dry place and separated from one another is the best for all onions and potatoes.
    Apr 17 08:41 AM | 5 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    I think the oligarchy ruling China is too involved with the RE bubble to allow it to deflate...

    Yet.

    A new round of bubble inflating, including large scale enticement of rich Westerners, will be crafted first. During that process the Politburo Oligarchy will sell off at a huge profit, invest the proceeds in things like gold and other commodities,and then...

    Pop!

    Signs that this day is approaching will include news that China starts buying large mines and pouring investments into commodity regions. Oddly enough, that is precisely what is starting to happen, news just broke that they have increased their investment rate in South America by 25 times.
    Apr 17 07:24 AM | 4 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    The term "earthquake" is being very loosely applied. A railroad train passing by will generate a 2.0+ event (much less 1.0).

    We have a marked tendency to seek a "zero tolerance" environment, and just as with most things environmental, "zero" is not a reasonable goal.

    I suppose an argument could be made that mankind is better served by just leaving resources in the ground. After all, the technology of the 23rd century will probably be based upon black hole singularity hybrids made by Toyota and sold by WalMart.
    Apr 16 04:30 PM | 6 Likes Like |Link to Comment
  • QuickChat #270, April 2, 2014 [View instapost]
    That's all I'm doing with PM right now, OG, watching. I still see the heavy hand of the manipulators stirring the pot, and I want no part of it.

    Base metals also in play, and so are the strategic minerals. I cite the recent large China Inc. buy of a huge copper resource as evidence that in some sectors, the M&A is about to start, but its very hard to call the tune.
    Apr 16 02:56 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
13,062 Comments
36,754 Likes