POTUS’s “Promises Made, Promises Kept” resonates with me

Posted By on July 5, 2018

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MtWiberMTAlthough Mt Wilber in Glacier National Park is beautiful (photo left, what a trip!), there is also something to be said for another beautiful thing … the signs behind President Trump at his Great Falls, Montana rally.

Like the POTUS or hate him, he seems to be the rare politician working diligently to fulfill many of the promises that he made to the American people when he was running for office. As the banners stated in Thursday night’s rally:

Promises Made, Promises Kept

Refreshing … even if you are not a fan of the heated rhetoric, boastful claims, juvenile name-calling or just disagree with his politics and the direction he is taking the country.

Stretched out another weekend to work on the condo kitchen

Posted By on July 5, 2018

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Well finishing the kitchen upgrade at the condo was my goal, but since Brenda was with me, more than the condo kitchen was worked on! The guest bathroom’s minor vanity update grew into a MUCH larger project. One thing lead to another and before I knew it, my wife had me doing more tile than the kitchen backsplash (what I had planned!)

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So now, the kitchen is finished (almost) but the bathroom a mess of ungrouted tile, missing vanity and toilet and a debate over a shower door that nearly lead to one of us walking out! She wants a very expensive heavy roller door requiring a Hulk to lift, special order and extra support since the heavy glass "hangs" from a rod. I would have preferred spending fewer dollars and installing a medium weight/thickness door that was instock at a Home Depot or Lowes. I’m still not sure I "alone" can install such a heavy door? Suffice to say, we stopped talking about it and I at least did the support so "if we go that way" it can be installed — maybe by an installer???

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Taylor and his friends are pretty creative for July 4, 2018

Posted By on July 4, 2018

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Working with an old Shaw wrench from my grandfather

Posted By on July 3, 2018

ShawTools

While working with my "travel tool bag" today, I pick up a open end wrench with SHAW on the handle. It brought back memories of my Grandpa Bluhm and where he once worked back in the 1950s or 60s. I sent a photo to my cousin Diane, but because it was a tool, don’t really know if she remember the company. It is amazing how an object can bring back such fond memories … I really wish I would have had more than 10 years of life with someone I admired as much as Dick Bluhm.

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Music Monday: The song “I Can Only Imagine” and recent movie

Posted By on July 2, 2018

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Pediatrician Dr. Katelyn Oostra really knows her stuff (smile)

Posted By on June 29, 2018

I can’t help myself … but when your daughter is the one the news goes to for summer heat and kids advice … a dad is super proud.
Smile

Does a Lockeed SR-71 Blackbird call AAA for a tow?

Posted By on June 28, 2018

Lockheed SR-71 Blackbird

The SR-71 was designed for flight at over Mach 3 with a flight crew of two in tandem cockpits, with the pilot in the forward cockpit and the reconnaissance systems officer operating the surveillance systems and equipment from the rear cockpit, and directing navigation on the mission flight path. The SR-71 was designed to minimize its radar cross-section, an early attempt at stealth design. Finished aircraft were painted a dark blue, almost black, to increase the emission of internal heat and to act as camouflage against the night sky. The dark color led to the aircraft’s nickname “Blackbird”.

Pay attention to the toothpaste tube size vs the box size

Posted By on June 27, 2018

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Colgate is my usual go-to toothpaste, although generally prefer the old fashion white and am partial to baking soda … but I’m off topic. My gripe is that their recent packaging (at least so I’ve noticed) is terribly misleading. After opening the normal large sized toothpaste box, I noticed it was WAY larger than the very small 4.0 oz tube. Likely if I would have read 4 ounces, I would have probably put it back … but I was in a hurry and, marketing being what it is, the box size really mislead me. Disappointing.

CrestWill it be enough for me to switch brands or just pay more attention? (probably should be buying Crest a Proctor and Gamble brand since it is Cincinnati based and because we own $PG stock anyway)

Predictors of the next recession: Inverted yield curve?

Posted By on June 26, 2018

How does on plan for the flattening yield curve – or even inversion (spread between 10-yr and 2-yr Treasury Bonds)?

Barron’s – June 2018:

“Inversion has an amazing record of forecasting recession…but stocks have typically continued to rise (sometimes sharply) after the inversion with a median gain of 13.1%.…Bottom line: the flattening yield curve is not a reason to flee stocks.”
— Bill Stone, Chief investment officer, Stone Investment Partners

“Although many fear [financials] may underperform…the history of the past two cycles suggests otherwise. We would add to our overweight sectors of financials, info tech and industrials with an intermediate-term time horizon.”
— Tony Dwyer, Analyst, Canaccord Genuity

“Contrarian investors should take a look at interest-rate sensitive defensive sectors like utilities, stables and real-estate investment trusts, which may gain their footing as growth momentum peaks.…”
— Michael Darda, Chief economist & market strategist, MKM Partners

“We still think it is too early to go full-on defensive, but it probably is not too early to start shifting out of some of the extreme cyclicals and picking up a few more defensively oriented names.”
— Michael J. Wilson, Equity Strategist, Morgan Stanley

Music Monday: Jet Airliner recorded by the Steve Miller Band

Posted By on June 25, 2018

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Desultory - des-uhl-tawr-ee, -tohr-ee

  1. lacking in consistency, constancy, or visible order, disconnected; fitful: desultory conversation.
  2. digressing from or unconnected with the main subject; random: a desultory remark.
My Desultory Blog