Sunday, October 31, 2010


I signed up last year for emails from Casey Research, they
send out a monthly email called "conversations with Casey".
It's mostly on investing in gold and commodities, and diversifying
into other countries before the fit hits the shan.

Always interesting and they've been right so far, gold I bought last
year is up 30%...even more interesting this month they mentioned their
interest in scifi writing and linked to Speculator's Fiction

They included a link to an Isaac Asimov short story, from the 50's but
still excellent and it's called the Last Question.

You can go read it and access the MultiVax at the same site.

Saturday, October 23, 2010

All your factories are belong to us

Over at the Belmont Club, wretchard points out the chinese
professor ad.
It's a pretty effective ad for me, it brings to mind the book "The Good Earth",
one generation builds, the next generation squanders.

This was all predicted before. The politician I most agreed with
was Ross Perot. He often sounded crazy to average people because
he presented things in a way that required a knowledge about how business,
systems and history work. His craziness has proved prescient. That
great sucking sound of jobs leaving happened, the jobs first went to
Mexico, then to China.

Other countries are playing mercantilism chess
while the USA is playing hope and change checkers, and we're
most likely fucked. I doubt the outcome will be like the chinese ad because
even though we owe more than we can ever repay the idea of
strategic default is slowly percolating up from the worst deadbeats,
to not so deadbeats, to middle class people caught in the housing
bubble and in 5 years it will be national policy.

If we default against a weaker rival that is powerless it won't be
a big deal. If we default against the most populous and powerful country
in the world it will be more a pimp/ho situation of "where's my money
bitch?" Probably better to strategically default now and start over
while we've got the military strength to stop angry collection agents.
Sort of a My Bodyguard technique. I don't have your money now, but if you'd like to complain please
speak to my friend the US Navy.

Thankfully here in Mexico we're able to watch some usa channels,
but we don't have to watch any political adds. it's all too depressing
for me.

Wednesday, October 13, 2010

You can't go to waffle house again

I'm stuck in houston, i missed a flight back south
when the connecting flight had a mechanical problem.
Continental gave me a hotel voucher for a hotel, but
a shuttle from a different hotel came cruising up and asked
me if I have a voucher, if so I could use it there. Pretty
creepy, but sounded like a good deal and meant i wouldn't have
to stand on the curb anymore like a cheap hooker.

Continental gave me vouchers for meals tool
Since there's a waffle house in front of the hotel, and
when I worked in north lafayette 20 years ago, I ate
there almost every day that I wasn't offshore. Unfortunately
it wasn't too great, not as good as I remember. Doh, I wasted
a continental voucher.

Not too bad though I guess, compared to the book "the Road",
a waffle house sandwich would be much appreciated in post apocalyptic
america. I read that book on the flight up, and it scared the shit
out of me. worse than "IT" from stephen king. Made me miss
a night's sleep scary. Great book though.

Monday, October 11, 2010

New country song

I was just passing through the security theater line
here in IAH, where everyone goes through the motions of being
safer, but a 4 year old could think of ways to get a weapon
through. The guy behind me grabbed his stuff off the conveyor,
and holding his shoes and his belt in one hand, a plastic bag and
a computer in the other and supporting his other bags under his
arms. He dropped it all on a chair and said "Fuck it. I ain't
gonna fly anymore."

Which hit exactly what everyone in the line was feeling too, and
would make a really terrific country song:

I got my belt and my boots in a grey plastic tray
my bag's in another one, sent on it's way
an overpaid security guard is telling me to wait,
I used to like traveling, but I'm beginning to hate
Fuck it. I aint gonna fly anymore.

Crappy little seats that are too small to sit
It's raining hard outside my cigarette won't stay lit
Six dollars a drink for stale old beer
the pilots up front probably too drunk to steer.
fuck it...etc.