{"id":43835,"date":"2018-09-05T11:34:34","date_gmt":"2018-09-05T15:34:34","guid":{"rendered":"http:\/\/www.technologyinvestor.com\/?p=43835"},"modified":"2018-09-05T11:34:34","modified_gmt":"2018-09-05T15:34:34","slug":"giving-back-today-not-exciting-but-the-weather-is-cooling-off-for-the-weekend","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=43835","title":{"rendered":"Giving back today. Not exciting. But the weather is cooling off for the weekend."},"content":{"rendered":"<div dir=\"ltr\" style=\"text-align: left;\">\n<div class=\"gmail_default\">\n<div>Yuchy tech day. Especially for SQ, NEWR, and NFLX.<\/div>\n<div><\/div>\n<\/div>\n<\/div>\n<div>As my broker\/philosopher, Todd Kingsley, said this morning, &#8220;<em>You got to give a little back occasionally. Today we&#8217;re doing that.<\/em>&#8220;<\/div>\n<div><\/div>\n<div>In recent months, my portfolio exploded in size (number of stocks). Not good strategy. My attention span couldn&#8217;t keep up. I&#8217;ve now axed the following from my recommended portfolio:\u00a0 FB, IQ, Shack Shake (SHAK), SHOP, Tencent (TCEHY) and Tesla (TSLA). See the updated list on the right column n the web site.<\/div>\n<div><\/div>\n<div>Apart from my miserable attention span &#8212; and not being able to keep up to date with Facebook and Tesla&#8217;s latest woes &#8212; the others had reached double digit losses.<\/div>\n<div><\/div>\n<div>My friend Ed is lamenting that the losses haven&#8217;t been big enough. He likes to put in orders when his favorite stocks have dropped to, or below\u00a0their 50-day moving averages.<\/div>\n<div><\/div>\n<div>Ed loves CAT, which along with Berkshire Hathaway, is actually up today.<\/div>\n<div dir=\"ltr\" style=\"text-align: left;\">\n<div class=\"gmail_default\">\n<div><\/div>\n<div><strong><span style=\"color: #0000ff;\">The Year of Overseas Contagion (Continued)<\/span><\/strong><\/div>\n<div><\/div>\n<div>I updated yesterday&#8217;s list. I&#8217;m not sure if there&#8217;s a common theme &#8212; except mismanagement. Investing overseas is getting riskier and riskier.<\/div>\n<\/div>\n<\/div>\n<p style=\"text-align: left;\">The Turkish Lira. The Russian Ruble. The Argentine Peso. The South African Rand.\u00a0 The Indonesian Rupiah. The Indian Rupee. They&#8217;re all collapsing.<\/p>\n<p style=\"text-align: left;\">\u00a0<span style=\"color: #0000ff;\"><strong>Having trouble sleeping?<\/strong><\/span><\/p>\n<p style=\"text-align: left;\">Bose just announced these pricey aids. I&#8217;m guessing they work, though I haven&#8217;t tried them. Click <a href=\"https:\/\/www.bose.com\/en_us\/products\/wellness\/noise_masking_sleepbuds\/noise-masking-sleepbuds.html\" target=\"_blank\"><strong>here.<\/strong><\/a> I do use Bose noise-cancelling corded earbuds on planes and they work. They&#8217;re called QuietComfort. You can sleep with them by simply unplugging your sound source. You&#8217;ll still get the noise cancelling. Click <a href=\"https:\/\/www.bose.com\/en_us\/products\/headphones\/earphones\/quietcomfort-20i-acoustic-noise-cancelling-headphones.html#v=qc20_apple_black\" target=\"_blank\"><strong>here.<\/strong><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/BoseSleepBuds.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43837\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/BoseSleepBuds.jpg\" alt=\"BoseSleepBuds\" width=\"1316\" height=\"469\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/BoseSleepBuds.jpg 1316w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/BoseSleepBuds-300x107.jpg 300w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/BoseSleepBuds-768x274.jpg 768w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/BoseSleepBuds-1024x365.jpg 1024w\" sizes=\"auto, (max-width: 1316px) 100vw, 1316px\" \/><\/a><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>Don&#8217;t do stupid<\/strong><\/span><\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ Bicycling riding on busy streets is not a great idea. The curbs are strewn with glass. In their hurry, the drivers will run you off the road.<\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ Don&#8217;t forget to put a fire suppression system in your country&#8217;s biggest and best museum:<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/RioMuseum.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-43839\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/RioMuseum.jpg\" alt=\"RioMuseum\" width=\"367\" height=\"440\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/RioMuseum.jpg 367w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2018\/09\/RioMuseum-250x300.jpg 250w\" sizes=\"auto, (max-width: 367px) 100vw, 367px\" \/><\/a><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #0000ff;\"><strong>What have you learned?<\/strong><\/span><\/p>\n<p style=\"text-align: left; padding-left: 30px;\">+ I&#8217;ve learned that our dog doesn&#8217;t want to eat my broccoli either. Age 7<\/p>\n<p style=\"padding-left: 30px;\">+ I&#8217;ve learned that just when I get my room the way I like it, Mom makes me clean it up again Age 12<\/p>\n<p style=\"padding-left: 30px;\">+ I&#8217;ve learned that keeping a vegetable garden is worth a medicine cabinet full of pills. Age 52<\/p>\n<p style=\"padding-left: 30px;\">+ I&#8217;ve learned that life sometimes gives you a second chance. Age 62<\/p>\n<p style=\"padding-left: 30px;\">+ I&#8217;ve learned that even when I have pains, I don&#8217;t have to be one. Age 74<\/p>\n<p style=\"padding-left: 30px;\">+ I&#8217;ve learned that I still have a lot to learn. Age 78<\/p>\n<p style=\"padding-left: 30px;\">+ I&#8217;ve learned that life is what you make it, and your life is much better when you make someone happy. Age 80+<\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-21218\" src=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton.jpg\" alt=\"HarryNewton\" width=\"200\" height=\"199\" srcset=\"https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton.jpg 200w, https:\/\/www.technologyinvestor.com\/wp-content\/uploads\/2013\/07\/HarryNewton-150x150.jpg 150w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/a><br \/>\nHarry Newton, who watched last night&#8217;s incredible many, many hours tennis match between Nadal and Thiem. Later this afternoon I&#8217;m going off to play tennis myself. This weekend &#8212; the weekend of the U.S. Tennis Open finals &#8212; will be mercifully cooler.<\/p>\n<p style=\"text-align: left;\">Tech hearings on the hill? Trump&#8217;s not speaking to Woodward? Being mean and nasty to our strongest ally Canada?<\/p>\n<p style=\"text-align: left;\">As a famous sage once said, &#8220;<em>Washington is eight square miles surrounded by reality.<\/em>&#8220;<\/p>\n<p><script>\/\/ <![CDATA[\n(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){\n  (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),\n  m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)\n  })(window,document,'script','\/\/www.google-analytics.com\/analytics.js','ga');\n\n  ga('create', 'UA-45200733-1', 'technologyinvestor.com');\n  ga('send', 'pageview');\n<\/script>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Yuchy tech day. Especially for SQ, NEWR, and NFLX. As my broker\/philosopher, Todd Kingsley, said this morning, &#8220;You got to give a little back occasionally. Today we&#8217;re doing that.&#8220; In recent months, my portfolio exploded in size (number of stocks). Not good strategy. My attention span couldn&#8217;t keep up. I&#8217;ve now axed the following from [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-43835","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/43835","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=43835"}],"version-history":[{"count":7,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/43835\/revisions"}],"predecessor-version":[{"id":43844,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/43835\/revisions\/43844"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=43835"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=43835"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=43835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}