Sorry, posting this a week late, but there were no changes last week.
Ghost of Prices Past
Food inflation ... can't just paper over these things.
People Gotta Lotta Nerve
Probably my favorite Neko Case song ... posted after watching the documentary, "Blackfish."
Movies Watched -- Blackfish
About orcas in captivity ... "killer whale" is a misnomer, I guess. Reminded of the great Neko Case song, "People Gotta Lotta Nerve," which I'll post above. An indictment of SeaWorld.
M, the Civilized Man
NOTES ON FASHION, By John Duka, NYTimes, 30 August 1983
AFTER what seems like years of sleep, the field of men's fashion publishing is about to be awakened by an editorial face-off between two publishing giants, Fairchild Publications, which produces Women's Wear Daily and W, and Conde Nast, whose magazines include Vogue, Glamour and Gentlemen's Quarterly.
The reason? John Fairchild is about to release his long-awaited fashion magazine for men, to be called M, the Civilized Man. Appearing in mid-September (at $3 an issue, 50 cents more than GQ), it could represent a turning point in the fortunes of men's fashion publishing simply because it is the first such magazine to appear in years and because its content is geared to men whose interests are considerably broader than what to wear tonight.
...
There is one problem. The advertisements in the magazine - $1 million worth - are so mixed in with the articles that it is almost impossible to determine where one ends and the other begins.
Gentlemen's Quarterly has already gone a long way to meet its competitor head on. It has a new editor, Arthur Cooper, former editor of Family Weekly. It has revamped its format. The fashion spreads are neater, cleaner, simpler and more masculine. There is greater emphasis on serious feature articles. And, unlike M, according to Steven T. Florio, GQ's publisher, the editorial well will not be disrupted by advertisements and ''is sacrosanct.''
That is a policy that just might work in GQ's favor.
Blocked in China
I'll have to make this a running list ... you can see how impossible it is to live here (without a VPN).
Oh, I see there's a wikipedia entry on this. Anyway these are the ones I use:
- All Google services (Gmail, Search, Analytics, Maps, etc.)
- YouTube
- The New York Times
- The Wall Street Journal
- Bloomberg
- Flickr
- All Blogspot blogs
- All WordPress blogs
- Dropbox
- OneDrive
If I've missed anything let me know and I'll add it.
Trading idea for Thu. Jul. 31, 2014 | Fluor (FLR)
Trading idea for Wed. Jul. 30, 2014 | Phillips 66 (PSX)
Dragonvale -- Prism Dragon
Got it with Light + Shimmer .... just luck.
Movies Watched -- Call Me Kuchu
About the criminalization of homosexuality and gay rights activism in Uganda ... some disturbing clips of American evangelical preachers leading anti-gay rallies there.
Yu'e Bao's Net Fund Inflows
Nice chart from CIMB ... now that Yu'e Bao's yield is "only" 4.18%, the bloom is off the rose. Still has over 500 billion yuan in assets though.
Trading idea for Mon. Jul. 28, 2014 | ConEd (ED)
Movies Watched -- Somewhere Between
Features five? girls, now teenagers, who were adopted from China in the early 1990s. Hard to watch in parts, a tearjerker. The question of searching for one's birth parents comes up ... I would discourage that, but what do I know. Identity, family, roots ... all that jazz.
SPXL Set Up on Friday
Interesting how you can use XIV to confirm set-ups in the S&Ps. Could have played this via SSO or SPY itself of course. SPXL is the Direxion 3x Bull which is fairly liquid.
Keeping Track of Nielsen Part 2
Mixed tone, flat prices in NLSN ... how to manage this open position, that's the question. Target remains 49.50. Where is your stop now?
Movies Watched -- Cutie and the Boxer
Really enjoyed this one ... about a Japanese artist couple, the man is 80 and wife is 59, (and their son, his brilliant self-portrait below), living in New York City.
Keeping Track of Nielsen
Nielsen was the trading idea for Monday, and it's going our way so far, so I thought I'd post a 15 minute chart to think a little about trade management (entry, stops, etc.). I'll update it again tomorrow with another annotated chart to share my thoughts.
Fatty and His Radio
I like the map on Dad's skull.
Bicycle Repairman
Caught me taking his picture ...
Trading idea for Wed. Jul. 23, 2014 | Brown-Forman (BF.B)
Early Times, Finlandia, Southern Comfort, and of course, Jack Daniels.
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