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The View from the Bottom | viewfromthebottom.org Reviews
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About | The View from the Bottom
http://viewfromthebottom.org/about
The View from the Bottom. The goal of the View from the Bottom is to scrape and shake the dregs of reality – what goods and services are being sent where and why do consumers want this and not that – to better understand where the world is headed. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Email (Address never made public). You are commenting using your WordPress.com account. ( Log Out. Notify me of new comments via email.
Ripples | The View from the Bottom
http://viewfromthebottom.org/2015/03/09/ripples
The View from the Bottom. The business cycle has been in the headlines recently. The cycle is usually seven years long and we are seven years in, so the idea that we are somehow doomed is getting traction. I disagree. Things will be different this time. Not better, but different, in a significant way. So how is this cycle different and how do we profit from it? Reasonable and logical, yes. Expected, no. The earnings assumptions underpinning consumer and financial stocks are currently biased towar...The w...
The Chinese Housing Market | The View from the Bottom
http://viewfromthebottom.org/2015/03/09/the-chinese-housing-market
The View from the Bottom. The Chinese Housing Market. It is a disaster. It is a sham. But I get excited about it. Despite the headlines, I see the Chinese housing market as fertile. Housing is best understood through what it is not. Housing markets are not like traditional markets in three important ways that will be relevant for knowing where China is going. Now, where will there be opportunity in China? China is a big country. There are roughly 170 cities with more than one million residents. F...Despi...
Reprint: The Pari-Mutuel | The View from the Bottom
http://viewfromthebottom.org/2015/03/09/reprint-the-pari-mutuel
The View from the Bottom. Charlie Munger tackles this subject in a speech he gave at USC in 1994. The speech is so long that I thought about abridging even this small excerpt, but the message would not be the same without his salty rhetoric. Enjoy. Given those mathematics, is it possible to beat the horses only using one’s intelligence? Intelligence should give some edge, because lots of people who don’t know anything go out and bet lucky numbers and so forth. Therefore, somebody who really thinks ab...
$1.50 | The View from the Bottom
http://viewfromthebottom.org/2015/03/09/1-50
The View from the Bottom. There are few greater pleasures than sitting under a bright red and white umbrella, out of the California sun, eating a $1.50 Costco hotdog. That dollar fifty buys you the hotdog and the sauerkraut and the fountain drink. But what happens in a deflationary society? So where would one want to move capital to take advantage of a deflationary environment? Target has grown a lot larger since 2004 making it difficult to earn the same return on capital because of a larger capital base...
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viewfromtheblock.wordpress.com
Sure it’s Grand, it’s Only Me | Dublin I love you but…….
Sure it’s Grand, it’s Only Me. Dublin I love you but……. In Opposition to The Bowsie Austerity. May 22, 2016. Middot; by viewfromtheblock. Middot; in Dublin. Middot; Leave a comment. You see the thing about this, this yoke I started back then. It depends on the health of the thinking matter. For me, its good now. The tiny sparks have flinted in the cerebrum again. Its only a flicker but with all fires it needs patience and determination to get going. And I can think […]. It’s All The Weathers Fault. I can...
View from the Blue
VIEWFROMTHEBLUE
VIEWFROMTHEBLUE PRODUCTIONS are an independent natural history production company, specialising in underwater filming. We are based in London, UK and in the Red Sea resort of Sharm el Sheikh, but we regularly take on filming assignments all over the world. We have received over 30 international awards for our work including multiple awards for Cinematography from the International Wildlife Film Festival. 2006-2015 Simon Spear Contact Me.
viewfromthebluffs.blogspot.com
View From the Bluffs
Original watercolor by Jim Welu, 1964. Author's collection. Thursday, May 14, 2009. Making Do: A Tribute To My Mother. And to her ability to keep a roof over our heads, food on our table, and clothes on our backs,. All without us ever feeling in any way deprived or worse off than others. Helen Marie Andresen Holz 1914 - 1998. By the time it was my mother’s turn, going on for more education (she longed to be a nurse like her older sister) or taking piano lessons were out of the question. Instead...I was e...
viewfromtheboards.blogspot.com
View From The Boards
View From The Boards. The greater Aiken area equestrian and polo guide. Sunday, November 15, 2009. Crestview emerges with Continental Cup title! Aiken, SC –Crestview continued its play to win philosophy as it came to the final of the USPA Continental Cup presented by Progressive Show Jumping with an unblemished record in its preliminary rounds. The second was all Winfield with two unanswered goals by Onetto to close the gap to 4-3 at the finish of the chukker. The half ended with Crestview extending thei...
The View from the Bottom
The View from the Bottom. March 9, 2015. There are few greater pleasures than sitting under a bright red and white umbrella, out of the California sun, eating a $1.50 Costco hotdog. That dollar fifty buys you the hotdog and the sauerkraut and the fountain drink. But what happens in a deflationary society? So where would one want to move capital to take advantage of a deflationary environment? Target has grown a lot larger since 2004 making it difficult to earn the same return on capital because of a larg...
viewfromtheboundary.blogspot.com
View from the Boundary
View from the Boundary. Saturday, 11 April 2009. Rite of Spring still blooms. Saturday, 14 March 2009. Defeated England out of ideas. And as they finally look to have given up on long-lost causes, Steve Harmison prominent among them, England look around to find no-one ready to graduate to the highest level; somehow the prospects who should have taken flight in the two years since the last Ashes remain rooted to the ground. Where now Tremlett, Plunkett, Mahmood, Onions? Saturday, 17 January 2009. Characte...
Home - Village Cricket Ground prints
Home - Village Cricket Ground prints. View from the Boundary. Own a signed Limited Edition print of your Cricket Ground on match day. Apos;A beautifully crafted watercolour painting, capturing a moment in the day's play, is sure to give years of pleasure,. Recalling happy memories of good times past. and all those great games! A donation for each print sold will be given to your cricket club. This is returned to you when 5 members purchase a Limited Edition print. Corse and Staunton CC.
Prediction League | View From The Boundary
View From The Boundary. Welcome to the View From The Boundary Prediction League. If you haven’t yet registered just click here to sign up. Get involved with the discussions on View From The Boundary Forum. Think you know your cricket? Feel sure that you know which teams will come out on top? We will be running prediction leagues for the following competitions, click on them to participate in the league. County Championship Prediction League. The format for entering results is as follows:. View From The B...
View from the Bow
Wednesday, 19 January 2011. The return of Giotto's Crucifix. The return of Giotto's Crucifix - Forgotten jewel of an age. Article in La Repubblica. FLORENCE: Formerly in the sacristy for 84 years, this monumental work is now back in the Florentine church for which it was painted in 1310-1315, after a careful 8-year long restoration by the Opificio delle pietre dure. OPD) which has restored the luminosity and brilliance of its colours and glazes, its volumes and its modelling. By Giotto (4.67m high by...
View From The Brew | The World According To A Guy From Milwaukee
View From The Brew. The World According To A Guy From Milwaukee. Volunteering at the 2015 PGA Championship: Practice Makes Perfect. August 12, 2015. Monday through Wednesday of a golf tournament week is the time when contestants fine tune their game in preparation of the weekend’s upcoming test of skill. The practice rounds they get to play during this time allow the players to acclimate themselves with the personality of the course. It’s also an ideal time for spectators …. Read more ». August 9, 2015.
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