• windfarm
    26
    Sep

    Shifting From Tech to Energy

    I have been somewhat busy this morning, buying and selling stocks – readjusting the portfolio as I deem fit. I am sensing a lot of fatigue in high beta tech names, namely the ones that have ran hard in 2016-2017 – that will likely last at least a few months. Tech appears to be dead […]

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  • shinchitose
    23
    Sep

    Shin Chitose Airport: Still My Favorite

    My short trip through Sapporo began and ended with food. The Japanese know their stuff when it comes to food, and the delicacies out of Sapporo are without question second to none. Not only is their seafood world famous, but they are known also for their curries, lamb BBQ, premium beef, desserts – all that good […]

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  • odori-park
    21
    Sep

    A Walk Through The Park.. Thoughts On Current Portfolio

    After devouring a lightly salted, medium-rare Wagyu steak, I spent a good part of the afternoon taking a stroll through Odori Park, located downtown Sapporo. The Autumn festival has just begun and stalls and stalls of food run through the park, continuing on for at least 5 blocks. The weather now is perfect, and I can’t help […]

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  • machinelearning
    20
    Sep

    Machine Learning Is Your Future

    We undergoing a boom in machine learning and AI technology on a grandiose scale and I endeavor to be positioned to benefit from it in every way. In addition to owning shares of some of the companies leading this change, I have also been on the lookout the past 12 months for new applications for this technology. […]

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  • PEGI
    19
    Sep

    Long PEGI

    Bought a starter position in PEGI today at $26.32 and will happily buy more lower. PEGI is a solid company that sports an impressive wind energy portfolio in North America. They have a strong institutional shareholder base and have a history of raising their dividend every quarter, which currently sits at about 6.4%. I am not particularly bullish on wind power […]

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  • fishforsale
    19
    Sep

    I’ve Got Some Fish I Want To Sell You

    I’ve been up since 5am this morning, up and about Sapporo for business and a little leisure. After picking up some warmer clothes in preparation to what was predicted to be rainy and gloomy day, due to typhoon, I stopped by a business acquaintance and good friend’s office to chat. When I had last met him a year ago, […]

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  • naritaairport
    18
    Sep

    Reminder: All Immigration Officers Are Dicks

    So I arrived in Hokkaido today, my first time back in Japan in over a year and a half. Last time I was here, I was living the life until it all came to an abrupt end in December 2015. Business spiraled lower, and within a few short hours notice I was on a plane out of […]

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  • kintex
    15
    Sep

    ROBOTWORLD 2017

    I generally avoid going to trade shows, being that nobody takes them seriously and they rarely yield results, but every now and then it’s fun to see what’s new. After attending a few trade shows, you will notice that it is common practice for companies to put someone with little knowledge on their business in […]

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  • talim
    14
    Sep

    Typhoon Talim Barrels into Southern Japan, Poses Threat to Flight Schedule

    I’m supposed to fly off to Hokkaido on Sunday, right about the time Typhoon Talim hits Japan as a Cat 2 typhoon. Fortunately, typhoons rarely reach the north but nevertheless tend to spoil the weather there with their bullshit tropical rains. If hurricane Irma is of any indicator, this too should be a non event […]

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  • northkoreanhackers
    13
    Sep

    N Korea Stoops to Stealing Bitcoin in Response to Sanctions

    They have already been stealing progressively over the past 2 years and according to FireEye are now targeting South Korean cryptocurrency exchanges with intent to steal more. Imagine that with sanctions in place, stealing ‘digital money’ will become a significant source of income for this country. JP Morgan CEO Jamie Dimon today compared the cryptocurrency activity […]

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