Great article in MarketWatch by Bret Arends sums up what I have been saying about the stockmarket for over two years. The only exception I would take is that the author is comparing the yield of the S&P to bonds based on projected rather t…
I love Tuna, Seared or sushi(sashimi, nigiri, in rolls whatever). Unfortunately, sushi tuna (ahi) is typically lean (maguro) or Fatty Toro. The maguro is typically yellowfin and the Toro is the fattier belly from Bluefin. Bluefin can live…
So how is everyone feeling about their team's draft picks? As aSeahawks fan I am pretty underwhelmed. We needed to go pretty much all in on the O-line and get at least three potential starters. Though we ended up with eleven picks, only th…
To Boinkster's point... I think preservative is an apt metaphor. Some of the biggest A holes in the world - notably some politicians - seem to have a substance like creosote. Some dark oily toxin that preserves them, no matter how sickly t…
Ray Dalio's comments on Meet the Press this week are worth a look to those interested in global economics IMO. Hit the nail on the head repeatedly as far as what has been worrying me . Trigger warning: It's not flattering of you know who.…
I ran the other way when I saw the previews. Im a huge fan of Rome and all things Roman. Historically, culturally, all of it. I've been fascinated by Roman history (actual Roman history) since I was a kid, and Rome has been my favorite cit…
I think it's a bit pathetic, but predictable, that they chose the Dire wolf over the Ivory billed woodpecker. Typical human BS attitude towrd wildlife. Nobody gives a shit about anything but "charismatic megafauna."
Actually I think both eggs and gas prices are extremely poor indicators of inflation. Egg prices lately, as much as I would like to blame you know who, have much more to do with Bird flu than other factors. Oil prices have been influenced…
Pesci definitely deserved the Oscar for his portrayal of a psychopath. I was never sure if we were supposed to feel bad or relieved at the way he ended up. For me it was a "fuck yeah!" moment. But he was amazingly good at being creepy.
The 800 pound gorilla problem for the markets is the fact that their multiples are already way too high. Absurdly so when given the superior yield of even short term treasuries (versus the expected, and traditional "risk premium"). The 40%…
No, sorry. That was a rant about Washington State's new "Don't call it an income tax, income tax". Income taxes are unconstitutional in Washington. Our activist liberal State Supreme Court decided to, rather than finding the cajones to ove…
Or a MAGA. Same difference. For the record an enhanced driver's license works to drive to Canada. You need a passport to fly there. That's the sole reason I got an enhanced DL almost 20 years ago.
I have moved some long term equities into cash. Partly out of being pissed off about Washington's new capital Gains income tax. I'd rather take gains up to the threshold and just pay federal taxes. I recently bought some Pfizer which is fa…
Watched Wicked the ther night. Enough clever lines to almost carry the 2 3/4 hours. Not terrible. My girlfriend liked it more than I did. @Ionsawmill. What did you find to like about the Substance?
Yep. Pretty ugly end. And the poor dog too. Can't imagine what Hackman was thinking. It's sort of weird that Hanta virus would take someone out that quickly and acutely. I always pictured it as more of a severe flu. Though they say the 191…
"The substance" NOT recommended. Just hoping someone can explain to me why this mangy dog was nominated for five oscars including best picture. A thin cautionary tale about obsessive body image anxiety by an aging actress. Lots of shots of…
The Windermere Childern Story about orphaned Polish children rescued from Nazi concentration camps and their time in a transit camp/school for cultural assimilation in Britain following the war. Heavy and thought provoking but not oppressi…
Under Donald trump, the United State is... talking about working positively with Russia, appeasing Vladimir Putin, a lying murderous dictator. Make that make sense." ~ Justin Trudeau outgoigng Prime Minister of Canada and leader of the Lib…
I recall Ford as an ineffectual manager after the craziness of Nixon. All of it seemed a bit remote except for Nixon's resignation and general relief. Ford was mostly memorable for his falling down stairs which got the most coverage. Press…
@BlackVulcan Thanks for the tip. I've had a long term crush on Helen Hunt too. Every time another woman was added to the cast I was anticipating her. When her son calls her to the phone and she first steps into the scene I said to myself,…
I watch everything in subtitles. Pretty sure my hearing isn't what it used to be. It's especially helpful with british films. As I mentioned, there are some scenes in heavily accented english where the english subtitles drop off.
That's me. I checked the score and time because I had a date afterwards with some folks at a SB party. I refused to watch. Might have if I knew Philli was gonna kick KCs ass. I did watch the Halftime show the next day tho.
LOL Sure glad I saw Emelia Perez before the right wing lost their shit over it , and Gascon was outed as a loose cannon islamophobe. Still the best movie I've seen this year, and one of the weirdest ever. Though the spoiler I was not aware…
Today, Acting Attorney General James McHenry terminated the employment of a number of DOJ officials who played a significant role in prosecuting President Trump,” ... " This action is consistent with the mission of ending the weaponization…
Wow! My Girlfriend and I watched a doosie lat night!: "Emelia Perez" starring Zoe Soldana, Selena Gomez , Edgar Ramirez and the incredible, and new to me, Karla Gascon. On Netflix. Where to begin? The plot centers on a lawyer enlisted by a…
@Scamp, The 12 team playoff is just another symptom of the money grubbing whorehouse that CFB has become. I did not watch a single game this year. Not one. I can't see that changing until and unless, at the very least, they radically refor…
Hate the Rams. The Viking's play could also be described as a disaster but not a climate driven one. Cost Sam Darnold a bundle too as it will be remembered much nore than his 14 wins. How did they do that BTW given how badly the Rams manha…
I think 8-inch pretty much hit it on the head regarding Jimmy Carter. He was a fine and decent man. He was not a strong leader. I remember hearing his "Moral Malaise" speech when I was in High School and thinking it was disturbingly unmoor…
Also watched "Report from Number 24", the number 2 movie on netflix. Based on the true story of a Norwegian spy, assassin, and resistance fighter from World War 2. Some of the torture content was a bit of a drag but the story was engaging.…
Watched "The Conclave" with Ralph Fiennes, Stanley Tucci and John Lithgow (plus a number of other very good unknowns). The shock ending seemed a bit contrived if decent enough. But the plot was very engaging and the acting excellent. The s…
Another one worth watching: "The Children's Train". On Netflix until December 31st. Notable mostly for great child acting IMO. But an interesting dramatization of the "Treni Felicita" program that affected tens of thousands of impoverished…
"Tangerine" starring nobody I've heard of. Comedy about a trans woman hooker looking for her boyfriend who she hears has been cheating on her. Kind of a frenetic dumpster fire paced plot. Some very funy moments though and virtually every c…
"One common explanation was that Han didn’t misspeak. The Millennium Falcon was able to fold space, effectively shortening the distance to 12 parsecs. Yes, I know it’s a weak argument. The more glaring misstep was the fact that folks from…
Hearing, reading, and, most troubling, echoing or repeating. That's where norms and mores come in. And why it makes a difference when those at the top ignore them. I recall the aftermath of Oklahoma City, sometimes vividly. One episode was…
I enjoyed Jules too. Weird , offbeat, had some funny moments and a good "psychosocial" and low special effects take on sci fi. Didn't read the end of the "spoiler alert" post about "speak no evil" for obvious reasons. Got to "Enjoyed the f…
@GGMM Yes, "Social" Media has poisoned our society in cyberspace. My concern is the breaking out of that into physical space by a generation of people who "haven't spent enough time outdoors". Remember that these are the same generations t…
@Good Discussing health care is not necessarily political at all. And I don't see any of that in this case. I would welcome a discussion of our insane way of paying for medicine. "Insurance" as a name for what we do never made any sense to…
@Mayhem, I constantly bite my tongue when I'm about to say "What these people need is a good recession to adjust their world view" when I consider Gen Z and even millennials' attitudes toward work and compenstation. I stop myself because I…
And on the subject of WTF, is anyone else as troubled as I am about the general reaction of people to the callous murder of the United health care CEO, and specifically the reaction of joy by so many? I mean, I can understand people's frus…
The idea of the fixed celestial sphere of stars, while suspected by many astronomers to be wrong, was not proven so till the 1830s with measurements of stellar parallax. This is like the apparent shift of an object when you close one eye a…
"Talk of tax cuts has consequences." Actual tax cuts which, are typically not offset by spending reductions, and are therefore unfunded tax "expenditures" from an accounting perspective are inflationary. Considering that bond yield are up…
"Talking nonsense is the sole privilege mankind possesses over the other organisms. It's by talking nonsense that I get to the truth. I talk nonsense, therefore I'm human." ~Fyodor Dostoevsky
“Hatred is not the norm. Prejudice is not the norm. Suspicion, dislike, jealousy, scapegoating ? none of those are the transcendent facets of the human personality. They’re diseases. They are the cancers of the soul. They are the infectiou…
“Hatred is not the norm. Prejudice is not the norm. Suspicion, dislike, jealousy, scapegoating ? none of those are the transcendent facets of the human personality. They’re diseases. They are the cancers of the soul. They are the infectiou…
@dear_Diary I would not have questioned that you are real. And, while that's a very nice sign, there are actually twenty nine other photos on your profile I like better. I looked at them several times just to be sure. :)
That would have been cool. Interestingly, and sort of on that subject I was reading an article about Quincy Jones tonight in the NYT that had a link to a bunch of his stuff. It turns out he arranged Frank Sinatra's recording of Fly Me to t…
Or you could stuff it inside a bigger turkey. Or perhaps an ostrich, ala Turducken. Though frankly I've never been too excited to explore any food with the word "Turd" in the name.
Quincy jones, beyond being a giant of American music did seem like an incredibly solid, genial person. He grew up in Washington and attended Garfield High School in Seattle. He was a fixture in encouraging music education and perfomances f…
Years ago my son and a buddy had a side by side turkey taste test, wild versus farmed. I recall the farmed was the popular choice. The wild one was too lean. And these were both deep fried to try and level the field. Mostly I remember bein…
And as far as everyone but the workers being seen as the bad guys, I sensed a paplable shift in attitude among people locally when the Machinists rejected the last contract. The fact that a new offer was approved by the leadership in 8 day…
I think Boeing is uniquely positioned to raise prices and absorb this hit. Their only competion is Airbus and, until the Chinese presumably eat their lunch, there is excess demand. I think Boeing has (finally) figured out that the labor co…
@8-inch Your calculations are off on a couple of points. First, the most consistently reported number in the local press (this, as you can imagine, is a VERY big story here in Washigton) for the "average" hourly for Boeing machinists, is $…
Since my last post, the Machinists have turned down a 4 year contract with a 35% pay increase. The are now insisting on restoring the defined benefit pension they previously bargained away. I'm getting a bit tired of reading about that dem…
@TBR I'm surprised the bong didn't get a second look. We once got held up at Houston Customs coming back from Desire. The dude asked if my Girlfriend might not have "a pre-columbian statue" in her suitcase. He rumaged around, pulled out a…
Lieutenant Commander Lindsay Payge Evans and Lieutenant Serena Nicole Wileman, killed in a crash of their FA-18 Growler in a training mission near Mount Rainier last week. Both were 31. They had recently completed a deployment to the Red S…
“When I say ‘we,’ these are people that walked down, this was a tiny percentage of the overall, which nobody sees and nobody shows, but that was a day of love from the standpoint of the millions" Same dude. This time referring to the Janua…
"It's what's inside" Watched on Netflix (be aware, there is a similarly named movie for rent on Amazon). The premise is that a bunch of friends (actually sort of an amalgam of annoying Millennial/Gen Z stereotypes) come together at a kind…
Anyone want to prognosticate on whether the Boeing strike will be settled before Boeing goes into chapter eleven? And, if so, what the outline of the contract will look like?
"I think the bigger problem is the enemy from within...We have some very bad people, some sick people, radical left lunatics. And it should be very easily handled by, if necessary, by National Guard, or if really necessary, by the military…
@GGMM, I disagree on the part about rebound from the mortgage crisis. I saw that as more of correction from the absurd run up DURING the mortgage crisis. That was driven by ridiculous underwriting. I.e . the financial markets' hunger for C…
Dolphins legendary running back Mercury Morris dead at 77. I was always captivated by him. Probably the name mostly but was such a great one two with Mr. bent nose Larry Csonka who was anything but mercurial. RIP
I heard an interview with him a few years back. Theer was an urban myth, particularly in the Methow Valley where I used to live. It went like this: Dan Evans was a champion of the North Cascade highway in the 1960s and 1970s (not in doubt)…
Former three term Washington Governor Dan Evans, one of my all time political heroes, dead at 98. Moderate Republican, Engineer, consensus builder. Responsible for environmental and infrastructure initiatives that the State is still benefi…
@8-Inch The typical response of the housing market is for prices to increase when mortgage rates drop. One of the main reasons for the historic run up in prices in the twenty teens. The same thing happens in commercial real estate but that…
@8-Inch Apropos of nothing, I do not consider the wild fluctuations of the stock markets to be newsworthy, one way or another. This particular fluctuation, for what it's worth, makes no sense at all, given the Fed's action this week but is…
Treasury curve inversion update. The last of the two closely watched Treasury not curve inversions de-inverted (normalised) this past week. The rates to watch are the Ten Year/ Five and Ten Year /Two Year rate ratios. Both these "curves" i…
@Fokkers Morgan Freeman would be more the Unitarian God. Sweetness, light and compassion. James Earl Jones would be more, IDK, Baptist maye? The "welcome to heaven. Be sure you wipe your damned feet", not to be trifled with God. I can't se…
"But I will question my priorities if I win a major settlement or small lotto." I'm sticking with my Rav 4. My priorities remain unchanged: Hookers and blow.
"But I will question my priorities if I win a major settlement or small lotto." I'm sticking with my Rav 4. My priorities remain unchanged: Hookers and blow.
@Scamp, The market didn't react well because core inflation, the Fed's preference, was higher than expected at 3.6 annualized. The market was hoping for 50 basis points. No way it will be higher than 25 based on that data. Oh well.