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<\/a><\/p>\nThe TSA got intelligent. Thank you.<\/p>\n
“Bulls charge into Q2”<\/strong><\/span><\/p>\n That was the headline on CNBC when stocks jumped today (Monday, April 1).<\/p>\n Dow up was 1.27%. Nasdaq was up 1.29%. Our own portfolio of stocks was up 1.60%.<\/p>\n Of course, nobody knew why — though there were plenty of theories.<\/p>\n CNBC was so desperate for reasons that it even had the now-thinner Larry Summers on for an extraordinary amount of boring airtime.<\/p>\n Last week the big news was inversion: the 10-year treasury was paying less than the 2-year. When that happens that means a recession has to be coming. That’s the theory.<\/p>\n The shaded parts are recessions.<\/p>\n All debt inversions of the past 50+ years have been followed by recessions.<\/p>\n I read a whole lot of why debt inversions cause recessions. The explanations were all baffling.<\/p>\n I figured this out:<\/p>\n + Economic activity is slowing. No one is borrowing long-term. (Big simplification.)<\/p>\n + The Fed (and other central banks, and investors overseas) have bought so many long-term treasurys that they cause interest rates to fall.<\/p>\n Lower interest rates are great for my real estate syndicators, some of whom are refinancing at these remarkably low interest rates.<\/p>\n Some are sending money to their investors.<\/p>\n Thank you.<\/p>\n None of the inversion talk will tank the stockmarket long-term or even short-term — this year, for example. That’s my belief.<\/p>\n I’m hanging in, as are all of my intelligent friends. (I bet some won’t like that.)<\/p>\n Thoughts on Tech<\/strong><\/span><\/p>\n + Lyft is\u00a0 way over-priced. It’s losing money hand over fist. Worse, it’s a one product company — rise sharing — facing a huge, much-larger competitor, Uber, that’s actually easier to use.<\/p>\n + Apple does so well in Hawaii.I went shopping with only my iPhone and paid everywhere with Apple Pay. Everyone took it. Despite my dour outlook for Apple News+ and Apple Movies, the company continues its huge stock buyout which obviously benefits us stockholders. (I will not pay Apple News+ $10 a month to get access to magazines I don’t want to read.)<\/p>\n + Amazon is roaring back, maybe soon reaching its December high of $2,050. Looking good.<\/p>\n + Stocks I’d buy on a pullback: Netflix, Crown Castle, Paypal and Square.<\/p>\n Travel is getting easier and more fun<\/strong><\/span><\/p>\n Susan and I have flown six times recently on American. All flights were on-time, most arriving early.<\/p>\n Everything works better and better. Some of the meals are even great for my diet.<\/p>\n I never thought I’d schlep to Hawaii for a week. But no sweat.<\/p>\n We’re going back to Kona for spring break next March with the kids. Then we’re going fishing for Blue Marlin:<\/p>\n They grow to 1,500 lbs. You can do catch and release.<\/p>\n You get jet lag going east.<\/strong><\/span><\/p>\n I have four “cures.”<\/p>\n + Get on local time asap.<\/p>\n + Sleep.<\/p>\n + Sun.<\/p>\n + Berries:<\/p>\n Travel eats your phone’s battery.<\/strong><\/span><\/p>\n Waze and Google Maps eat battery. My solutions:<\/p>\n + A Mophie. Click here.<\/strong><\/a><\/p>\n + An Anker PowerCore, now much improved:<\/p>\n Costs $37. Click here.<\/strong><\/a><\/p>\n Biggest travel tips:<\/strong><\/span><\/p>\n + Never go barefoot. Everyone has damaged a toe in an unfamiliar place. Me too.<\/p>\n + Take fewer clothes.<\/p>\n + Don’t check. My 25 inch wheelie fits virtually all overhead containers. It’s the one on the right. The one of the left is a “legal” 22 inch case.<\/p>\n No one has stopped me taking my 25 inch on board. You can live 10 days out of the 25 incher.<\/p>\n Before you sign with Airbnb or VRBO…<\/strong><\/span><\/p>\n + Insist they have HBO and The Tennis Channel.<\/p>\n + For WiFi, at least 20 meg download. Measure it here.<\/strong><\/a><\/p>\n + Checkout time of noon, not 10:00 AM.<\/p>\n Death by coconut<\/strong><\/span><\/p>\n Being hit by a falling coconuts is the leading cause of death in Hawaii.<\/p>\n In Maui, they have warning signs.<\/p>\n And they have men who climb coconut trees for a living.<\/p>\n The climbers “fix” the trees so\u00a0 the trees can’t make coconuts for four to six months.<\/p>\n A professional coconut climber gave me the authoritative death “statistic.”<\/p>\n Why I love software<\/strong><\/span><\/p>\n Last week I was 4,935 miles away.<\/p>\n I received 12 emailed alerts that I have a water leak in the basement.<\/p>\n Who cares? I’m on vacation.<\/p>\n An hour later on the first one (and all the others) I receive this alert.<\/p>\n I did absolutely nothing. Nice to know it’s fixed. God bless, the Internet of Useless Things.<\/p>\n Why did Trump become President?<\/strong><\/span><\/p>\n The most amazing apology from a Trump disliker — namely Matt Taibbi of Rolling Stone. Fascinating stuff. Click here.<\/strong><\/a><\/span><\/p>\n Never give your friends investment advice<\/span><\/strong><\/p>\n As luck will have it, the one you recommend will go bad. And the K-1 will make it seem even worse… Oiy veh.<\/p>\n<\/a> <\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\n