Month: February 2021

A prospective roomie/landlord asked me how I voted.

It’s a couple that owns a residence and is looking to rent out a room. The room is fine, but the location would be excellent. Rent is reasonable.

But they want to know how I vote.

About eighty red flags just went up.

10 year treasury yields are back over 1.3%

A) That is still shockingly low.

B) If you’re not a frog in gently boiling water, it is worrying.

C) But it’s higher than it was. 1.3% isn’t nothing, and the S&P is paying about 1.48% in dividends. In capital maintenance mode, the yields are close to being even.

So, is there an alternative to equities?

For most equity market participants, probably not. A little slosh might shift over to equities, but probably not enough to really move the needle yet. Not with the only driver being a mild rise in yields from shockling lower to shockingly low, and that’s probably overstating the movement. But it’s not nothing.

It makes no sense for a strike slip fault to cause the RMT.

I’ve been going back and watching some old favorite movies.

Some don’t hold up. Those I try to leave alone.

Some hold up in parts. Those are often special effects heavy movies with some good parts, some bad parts, and some parts that only work if other parts work. The Lord of the Rings movies are like that. The epic “You Shall Not Pass” scene doesn’t work anymore. I can see the cut and paste. The special effects aren’t persuasive. Yet the One Ring is awesome, and Sauron is the man.

Some are absolute trash, and I love them. I’m rewatching the Underworld series. It’s bad. So bad. I love every minute.

There are also good movies but pfft.

As someone who was scared of a lot of monsters when I was a kid, it’s hard to put what was so fearful into words.

The problem…a problem with the Hobbit movies is they keep breaking their own lore. Can goblins and orcs move during daylight or not?

There was once a young Shepherd Boy who tended his sheep at the foot of a mountain near a dark forest. It was rather lonely for him all day, so he thought upon a plan by which he could get a little company and some excitement. He rushed down towards the village calling out “Wolf, Wolf,” and the villagers came out to meet him, and some of them stopped with him for a considerable time. This pleased the boy so much that a few days afterwards he tried the same trick, and again the villagers came to his help. But shortly after this a Wolf actually did come out from the forest, and began to worry the sheep, and the boy of course cried out “Wolf, Wolf,” still louder than before. But this time the villagers, who had been fooled twice before, thought the boy was again deceiving them, and nobody stirred to come to his help. So the Wolf made a good meal off the boy’s flock, and when the boy complained, the wise man of the village said:

“A liar will not be believed, even when he speaks the truth.”

Aesop, from here

New taco place near me.

tacosIWant = tacosIHaveEaten++;

Taste of Philly is exactly what I want in a cheesesteak.