• 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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  • 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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  • regusseoul
    12
    Sep

    Hurricane Threat Over, Markets Rip

    I’m sitting here in the Regus offices at Seoul Center 1 and I can tell you this is the nicest Regus office I’ve seen yet. One of the benefits of being a Regus member is they give you access to offices and boardrooms all over the world that you can use at your own discretion, […]

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  • bitcoin-miners
    09
    Sep

    The Lunacy that is Bitcoin

    It pains me to hear stories of somewhat successful bankers leaving their respectable posts to engage in this fuckery known as cryptocurrencies. Just the other day, I learned that a friend in Tokyo had quit his job at Nomura, and watched in horror the next day as he littered his social media with all kinds of […]

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  • at&t
    09
    Sep

    Long AT&T

    Bought some T today in the company account @ $35.35 and $35.19. I don’t expect much upside in the stock price, but it pays a nice 5.5% divvy which I am more than happy to sit on. The theme here is to buy high yielding stable mega caps at the low end of their consolidating […]

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  • oilrig
    07
    Sep

    Random Thoughts on Commodities

    The world has been hit with a sundry of cataclysmic activity over the past few weeks. Hong Kong hit with 2 major typhoons in a month, shutting down the stock exchange briefly, Southeastern US getting ripped apart by a multitude of cat 5 hurricanes, and of course, North Korea and their hydrogen bombs. Death and […]

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  • Shanghai Stock Exchange
    31
    Aug

    Closing Out a Bad Month

    Securities trading has been a major part of my life for the better part of the past 10 years. At times, it has been my sole bread and butter, helping me fund some crazy investments, ideas, projects, and adventures. The downside is the roller-coaster ride of emotions that comes with money, as one’s performance, like anything […]

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  • portfolioupdate
    21
    Aug

    Reshuffling the Portfolio

    I stepped in today and bought some AMZN for the long term portfolio at $952.20. If there was any one company that could take over the world, it would be Amazon. I also added to IBM last friday at $139.70, lowering my average cost to around $145. The 4.3% dividend it yields at this level is very attractive, and […]

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  • uranaishininaru01
    17
    Aug

    Trend Predictions: Next 3 Years Out

    On occasion, it is good practice to step into your time machine and try to anticipate whats coming. The following is what I predict will happen between now and the 2020 Tokyo Olympics: Price of oil drops back below $35/barrel and North American oil companies begin defaulting on debt Sophisticated robots start to replace assistants/secretaries in […]

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