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Messages - Travoli

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1
Economics & Investing / Re: Schwab starts talking about recession
« on: October 18, 2018, 07:35:55 PM »
>This is your first actually data-dependent Fed.

Here's an interesting post about the fed's current hawkishness.
https://wolfstreet.com/2018/10/17/my-proprietary-fed-hawkometer-is-redlining/

Wolf Richter thinks the current fed will keep tightening (toward normalization) in the face of asset deflation, but they'll flinch if credit freezes.

2
Economics & Investing / Re: Schwab starts talking about recession
« on: October 18, 2018, 06:06:11 PM »
I'm working my way through Howard Marks "Mastering the Cycle" book. It is macro, philosophical, boring, level-headed observation of history and human nature from the perspective of a Warren Buffett-style value investor. Basically, nobody knows what will cause the next downturn. But you can make an educated guess where we are in the current cycle.

Here's another take on the flavor-of-the-day.

https://www.bloomberg.com/news/articles/2018-10-18/as-fed-to-oaktree-fret-risks-leveraged-loans-hit-new-milestone

"The total of outstanding U.S. dollar leveraged loans has hit $1.27 trillion, according to data compiled by Bloomberg, overtaking high-yield bonds in the past week to cement their status as the go-to financing source for speculative-grade companies."

3
Hardware & Technology / Re: Big G throws their toys out the pram
« on: October 18, 2018, 04:51:19 PM »
They better hope Jeff Bezos doesn't take interest.

4
Hardware & Technology / Re: I need a W10 crapbook
« on: October 17, 2018, 08:15:11 PM »
Lenovo Thinkpad, Asus Vivobook and Dell Inspiron come to mind. 2-in-1 is nice for lap reading, if the machine is light.

I don't know anything about the refurb market, though.

5
Hardware & Technology / Re: I need a W10 crapbook
« on: October 17, 2018, 05:09:45 PM »
How important is price? Portability/weight? Do you have a screen size in mind?

7
2019 Apple acquires MobiLimb and launches iProstateExam?

8
Water Cooler / Re: Core continuing commitment to health and fitness
« on: October 08, 2018, 03:08:19 PM »
I've been unable to lift or run since the motorcycle incident. Hopefully starting again in two weeks. Preparing with some push-ups and stretching.

9
Water Cooler / Re: Possible CoreCon 2019 - Maybe
« on: October 08, 2018, 03:02:14 PM »
Asheville would be a good spot.

10
Hardware & Technology / Re: USB Phishing
« on: October 04, 2018, 03:27:29 PM »
I wonder if similar cables have/will show up on AMZ? Better start buying name brand again.

11
Water Cooler / China Used a Tiny Chip to Infiltrate U.S. Companies
« on: October 04, 2018, 03:14:16 PM »
https://www.bloomberg.com/news/features/2018-10-04/the-big-hack-how-china-used-a-tiny-chip-to-infiltrate-america-s-top-companies

"Nested on the servers’ motherboards, the testers found a tiny microchip, not much bigger than a grain of rice, that wasn’t part of the boards’ original design. Amazon reported the discovery to U.S. authorities, sending a shudder through the intelligence community. Elemental’s servers could be found in Department of Defense data centers, the CIA’s drone operations, and the onboard networks of Navy warships. And Elemental was just one of hundreds of Supermicro customers.:

12
Hardware & Technology / Re: Paid Hardware Snooping
« on: September 30, 2018, 10:55:55 PM »
Another reason to ONLY use you cell's 4G/LTE connection when traveling.

13
I look for interesting perspectives/information regardless of format.

The smartest folks release their video/podcast/radio along with a written transcript.


14
Water Cooler / Re: Gonna have a breeze
« on: September 15, 2018, 04:10:30 AM »
Everything is fine here. Was very mild, luckily. But I have a feeling we're going to have some customers drop out this season.

15
Water Cooler / Re: Gonna have a breeze
« on: September 13, 2018, 03:37:19 PM »
Live webcam from an old offshore lighthouse. ~30 miles off the Cape Fear coast.

https://www.youtube.com/watch?v=deG4NxkouGM

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