jdt3237
@jdt3237.bsky.social
Retired engineer. Have had international living experience. Student of history, economics & philosophy. An Independent. Happily married. Polymath.
Saw this in today's DealBook (NYT) . . . I assume they are anticipating a 'buying opportunity' developing soon.
November 3, 2025 at 4:53 PM
Saw this in today's DealBook (NYT) . . . I assume they are anticipating a 'buying opportunity' developing soon.
Stablecoins: a digital asset designed to maintain a stable value by setting its worth to an asset - a currency (US$), a commodity (gold), etc. It provides less volatility than other cryptocurrencies (eg bitcoins) making stablecoins especially suitable for everyday transactions and financial services
October 25, 2025 at 4:30 PM
Stablecoins: a digital asset designed to maintain a stable value by setting its worth to an asset - a currency (US$), a commodity (gold), etc. It provides less volatility than other cryptocurrencies (eg bitcoins) making stablecoins especially suitable for everyday transactions and financial services
This cover artwork from the Financial Times Magazine is eerily similar to propaganda posters from 1930s Germany depicting Der Fuhrer. Ich frage mich, ob das der Punkt war? (I wonder if that was the point?) It may have been considering the source . . .
October 24, 2025 at 2:19 PM
This cover artwork from the Financial Times Magazine is eerily similar to propaganda posters from 1930s Germany depicting Der Fuhrer. Ich frage mich, ob das der Punkt war? (I wonder if that was the point?) It may have been considering the source . . .
Leveraged Loans do not involve any explicit lender leverage, although leverage (use of borrowed money) on their part may be involved, but rather the term refers to the capital structure of the borrower (credit-worthiness, indebtedness, etc). These are loans to non-investment grade (risky) borrowers.
October 20, 2025 at 3:00 PM
Leveraged Loans do not involve any explicit lender leverage, although leverage (use of borrowed money) on their part may be involved, but rather the term refers to the capital structure of the borrower (credit-worthiness, indebtedness, etc). These are loans to non-investment grade (risky) borrowers.
Stocks are up and down. Most analysists / commentators agree the market is overbought. But indications are new money is still coming in. My guess is that most of this is borrowed and invested in stock by the uninformed. What happens when they start to lose? They dump the stock - market falls hard.
October 15, 2025 at 4:31 PM
Stocks are up and down. Most analysists / commentators agree the market is overbought. But indications are new money is still coming in. My guess is that most of this is borrowed and invested in stock by the uninformed. What happens when they start to lose? They dump the stock - market falls hard.
More on First Brands: Jefferies says resulting losses “can be readily absorbed.” One of its asset-management units could lose about $715M. They added - "nobody at Jefferies was aware of fraudulent activity.” Shades of Lehman Bros (2008). Jefferies shares down are down over ~22% in the past month
October 14, 2025 at 1:14 PM
More on First Brands: Jefferies says resulting losses “can be readily absorbed.” One of its asset-management units could lose about $715M. They added - "nobody at Jefferies was aware of fraudulent activity.” Shades of Lehman Bros (2008). Jefferies shares down are down over ~22% in the past month
Watching the First Brands bankruptcy for signs of it being on the leading edge of the next financial crisis. Don't think so but it has resemblances to precursors of that 2007-09 crisis --> under-regulated questionable loans w risk spread across (unsophisticated?) investors searching for higher yield
October 10, 2025 at 6:56 PM
Watching the First Brands bankruptcy for signs of it being on the leading edge of the next financial crisis. Don't think so but it has resemblances to precursors of that 2007-09 crisis --> under-regulated questionable loans w risk spread across (unsophisticated?) investors searching for higher yield
In the NYT today: t hinted at a possible bailout for farmers who have struggled under his admin's trade policies. One example of the effects on farmers: last year China bought ~$13 billion worth of US soybeans; since May, $zero$. Brazil, Argentina, and Canada as well are eating the farmer's lunch.
September 26, 2025 at 2:54 PM
In the NYT today: t hinted at a possible bailout for farmers who have struggled under his admin's trade policies. One example of the effects on farmers: last year China bought ~$13 billion worth of US soybeans; since May, $zero$. Brazil, Argentina, and Canada as well are eating the farmer's lunch.
Reposted by jdt3237
NEW: Mexico could displace ALL US gas imports for power generation, with solar and batteries ☀️
The country’s abundant sunshine means it can become a global solar superpower and boost its energy security at the same time:)
The country’s abundant sunshine means it can become a global solar superpower and boost its energy security at the same time:)
September 19, 2025 at 8:40 AM
NEW: Mexico could displace ALL US gas imports for power generation, with solar and batteries ☀️
The country’s abundant sunshine means it can become a global solar superpower and boost its energy security at the same time:)
The country’s abundant sunshine means it can become a global solar superpower and boost its energy security at the same time:)
I'm sure you are going to see lots of these if you haven't already: I've put together a list of my top 10 favorite Redford movies. They are ALL great without question but my particular favorites are "The Natural" and, of course, "3 Days of the condor" with Faye Dunaway. What a legacy he leaves us.
September 17, 2025 at 4:23 PM
I'm sure you are going to see lots of these if you haven't already: I've put together a list of my top 10 favorite Redford movies. They are ALL great without question but my particular favorites are "The Natural" and, of course, "3 Days of the condor" with Faye Dunaway. What a legacy he leaves us.
Musk investment. My view is that Tesla is cooked. Musk will never see his money back. There isn't enough MAGA buyers to support the stock in america and worldwide the Tesla name isn't worth the paper it's written on. He lost a fortune on twitter and will lose one here too. Elon: more power to you.
September 15, 2025 at 8:03 PM
Musk investment. My view is that Tesla is cooked. Musk will never see his money back. There isn't enough MAGA buyers to support the stock in america and worldwide the Tesla name isn't worth the paper it's written on. He lost a fortune on twitter and will lose one here too. Elon: more power to you.
Fed interest rate decision day is Sept 17th. Foregone conclusion; they'll drop rate by a 1/4 point. Effects? I'm looking for: 1) a DOW drop as people sell on the news, 2) no change in the directions of inflation or unemployment and 3) continued concern that we're headed into a stagflation economy.
September 13, 2025 at 8:48 PM
Fed interest rate decision day is Sept 17th. Foregone conclusion; they'll drop rate by a 1/4 point. Effects? I'm looking for: 1) a DOW drop as people sell on the news, 2) no change in the directions of inflation or unemployment and 3) continued concern that we're headed into a stagflation economy.
Stagflation - economic condition with high inflation, low growth, and rising unemployment. It's considered a worst-case scenario. Central banks using traditional tools like raising interest rates to fight inflation deepen the spiral. Causes include sudden price shocks such as current tariff policy.
September 10, 2025 at 2:36 PM
Stagflation - economic condition with high inflation, low growth, and rising unemployment. It's considered a worst-case scenario. Central banks using traditional tools like raising interest rates to fight inflation deepen the spiral. Causes include sudden price shocks such as current tariff policy.
Nature News 'Quote of the Day': “Nuclear weapons and the risks they present are back on the agenda. It’s time for us all to recognize that, and act accordingly.” - Security Expert Ankit Panda. What planet did this pundit get borned on? Nukes are a part of today's life and that ain't going to change
August 7, 2025 at 8:58 PM
Nature News 'Quote of the Day': “Nuclear weapons and the risks they present are back on the agenda. It’s time for us all to recognize that, and act accordingly.” - Security Expert Ankit Panda. What planet did this pundit get borned on? Nukes are a part of today's life and that ain't going to change
Brazil, former leader Jair Bolsonaro; why doesn't t just pardon him?
July 9, 2025 at 10:13 PM
Brazil, former leader Jair Bolsonaro; why doesn't t just pardon him?
One of the povs of the silent majority in Germany in the early 30s was that civilized, worldly, aware, Germans would never let themselves be taken over by that bombastic low-life Hitler.
July 3, 2025 at 1:21 PM
One of the povs of the silent majority in Germany in the early 30s was that civilized, worldly, aware, Germans would never let themselves be taken over by that bombastic low-life Hitler.
In my office on 9/11, NPR on. I knew it was terrorism. Invested in mutual funds at the time; one of my main goals being to diversify. ETFs were new. Mutuals only trade at the end of the day; etfs anytime. If I had been invested in them, I could have sold early & saved a fortune as the market tanked.
June 29, 2025 at 7:25 PM
In my office on 9/11, NPR on. I knew it was terrorism. Invested in mutual funds at the time; one of my main goals being to diversify. ETFs were new. Mutuals only trade at the end of the day; etfs anytime. If I had been invested in them, I could have sold early & saved a fortune as the market tanked.
Most important thing I read this week was Musk's comment - 'Be Careful! T's only going to be around for another 3 to 5 years whereas I'm going to be alive and kicking for another 40 years or so.' I was quite heartened by the first part. T is making a mess of it now, but the end is already in sight.
June 7, 2025 at 5:14 PM
Most important thing I read this week was Musk's comment - 'Be Careful! T's only going to be around for another 3 to 5 years whereas I'm going to be alive and kicking for another 40 years or so.' I was quite heartened by the first part. T is making a mess of it now, but the end is already in sight.
Bond investments are considered safer investments - supposed to get your money back when the bonds mature. Main risks are 'issuer' and 'inflationary' risks. Issuers can default leaving you holding the bag. Inflation can eat away at much of your original buying power. Considered safer only by others!
May 30, 2025 at 11:21 PM
Bond investments are considered safer investments - supposed to get your money back when the bonds mature. Main risks are 'issuer' and 'inflationary' risks. Issuers can default leaving you holding the bag. Inflation can eat away at much of your original buying power. Considered safer only by others!
A lot of discussion now about proving your eligible to vote before you vote. I know it's not a popular opinion but he's where I stand: if you haven't got the intellect, organizational skills and the willingness to make the time to get that proof together then maybe you shouldn't be voting anyway.
May 1, 2025 at 1:32 PM
A lot of discussion now about proving your eligible to vote before you vote. I know it's not a popular opinion but he's where I stand: if you haven't got the intellect, organizational skills and the willingness to make the time to get that proof together then maybe you shouldn't be voting anyway.
The PPI, the CPI and the unemployment rates a long with job creation numbers are all published by the Department of Labor. All have been particularly good of late and better than what news analysis would lead one to believe. Makes me wonder how much credence one can put in t administration data?
April 11, 2025 at 1:09 PM
The PPI, the CPI and the unemployment rates a long with job creation numbers are all published by the Department of Labor. All have been particularly good of late and better than what news analysis would lead one to believe. Makes me wonder how much credence one can put in t administration data?
One of the things not talked about in this whole tariffs/trade controversy is the US's large trade surplus in services. All seem to be concentrated on the trade in 'goods'. (See things-to-know about the trade in services below). I'm surprised that these are not yet a part of the discussions.
April 7, 2025 at 3:36 PM
One of the things not talked about in this whole tariffs/trade controversy is the US's large trade surplus in services. All seem to be concentrated on the trade in 'goods'. (See things-to-know about the trade in services below). I'm surprised that these are not yet a part of the discussions.
Need to send t a fiddle. He shouldn't miss this opportunity at immortality, ie becoming Nero2.
April 7, 2025 at 12:05 PM
Need to send t a fiddle. He shouldn't miss this opportunity at immortality, ie becoming Nero2.
There's a lot of consternation over stock market performance over the last couple of days. My paper losses are substantial. However, I am not too concerned because I have a set of rules that I've been using for the last 20 years or so which I am sharing below: these keep me out of trouble . . .
April 5, 2025 at 1:23 PM
There's a lot of consternation over stock market performance over the last couple of days. My paper losses are substantial. However, I am not too concerned because I have a set of rules that I've been using for the last 20 years or so which I am sharing below: these keep me out of trouble . . .
The war in Ukraine is almost over. The end result will be that some of it, perhaps all, will soon be part of Russia again. Zelenskyy faces a tough choice - stash arms in the countryside to prolong the hostilities or just cave. I'm not sure where the Ukrainians are on this; probably just tired?
March 22, 2025 at 2:42 PM
The war in Ukraine is almost over. The end result will be that some of it, perhaps all, will soon be part of Russia again. Zelenskyy faces a tough choice - stash arms in the countryside to prolong the hostilities or just cave. I'm not sure where the Ukrainians are on this; probably just tired?