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.
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 . . .
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
---> Greenwashing . . .
October 6, 2025 at 2:34 PM
---> Greenwashing . . .
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.
While researching 'Scarborough Shoal' I came across this map that goes a long way to explaining what's going on in the South China Sea. I see 3 main drivers for the Chinese aggression there: 1) continue to isolate Taiwan, 2) expand their territory, and 3) gain access to the oil & gas under the sea.
September 11, 2025 at 10:31 AM
While researching 'Scarborough Shoal' I came across this map that goes a long way to explaining what's going on in the South China Sea. I see 3 main drivers for the Chinese aggression there: 1) continue to isolate Taiwan, 2) expand their territory, and 3) gain access to the oil & gas under the sea.
Implies that years ago there was just as many cases per '000 as there are now. I'm skeptical. Attached is the latest info (that I can find) from the 'Autism Science Foundation' about causes. Not discuss is 'improved diagnosis' as a factor in today's demographics, although it probably contributed.
April 18, 2025 at 6:13 PM
Implies that years ago there was just as many cases per '000 as there are now. I'm skeptical. Attached is the latest info (that I can find) from the 'Autism Science Foundation' about causes. Not discuss is 'improved diagnosis' as a factor in today's demographics, although it probably contributed.
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.
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 t administration today has taken the fight over the 14th Amendment-Citizenship award to the Supreme Court . . .
March 13, 2025 at 7:21 PM
The t administration today has taken the fight over the 14th Amendment-Citizenship award to the Supreme Court . . .
Things to know about the Mahmoud Khalil case:-
March 13, 2025 at 4:35 PM
Things to know about the Mahmoud Khalil case:-
A 'primer' on what exactly is a shadow fleet of tankers . . .
March 13, 2025 at 4:00 PM
A 'primer' on what exactly is a shadow fleet of tankers . . .
Apparently Mark Carney is a 'hit' in Canada.
March 13, 2025 at 3:43 PM
Apparently Mark Carney is a 'hit' in Canada.
On reading this I queried ChatGPT on the status of a Green Card holder who is convicted of a felony - see below. I'm not saying that Khalil is a felon, or has been charged with a felony; just note if the admin wants to deport him, they have convict him of a felony first.
Note: response is truncated.
Note: response is truncated.
March 10, 2025 at 8:19 PM
On reading this I queried ChatGPT on the status of a Green Card holder who is convicted of a felony - see below. I'm not saying that Khalil is a felon, or has been charged with a felony; just note if the admin wants to deport him, they have convict him of a felony first.
Note: response is truncated.
Note: response is truncated.
Why do I think the supreme court will support t and his minion's attempt to remove citizenship from those born to illegal immigrants. It's in the reading of the 14th Amendment, Section 1. Not only must they be born in the US but must also be ". . . subject to it's jurisdiction." Therein lies the rub
February 25, 2025 at 2:46 PM
Why do I think the supreme court will support t and his minion's attempt to remove citizenship from those born to illegal immigrants. It's in the reading of the 14th Amendment, Section 1. Not only must they be born in the US but must also be ". . . subject to it's jurisdiction." Therein lies the rub
Our president at work . . . from the New York Times 'The Morning' this morning:
February 10, 2025 at 1:44 PM
Our president at work . . . from the New York Times 'The Morning' this morning:
