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" ... And, in fact, the customs official only spent a few minutes puttering around—looking at what I have no idea—before handing back my computer. It was irritating, but didn’t spur me to action. ... "
" ... Bulls in a China Shop: If there’s any other index that’s starting to resemble the Nasdaq (COMP) as far as looking like a hockey stick pointing straight up on the right, maybe it’s the Shanghai Composite (see chart above). After puttering slowly but steadily higher through April, May, and June, it’s just exploded in July. At its intraday peak last week, the Shanghai index was up 14% since the end of June, or less than two weeks earlier. What gives, and what could this mean for U.S. stocks? One idea floating around is that investors who feel there’s no place else to be but in stocks (with yields so low on fixed income) are trying to find places outside the U.S. to park their money that they feel might offer strong returns. With the U.S. market up more than 40% since its March low, the sense could be that there might be more room to grow overseas. ... "
" ... I had not spent much time thinking about when I have insights. A recent neuroscience course lecture by Dr. Josh Davis inspired me to focus on when I experience insights, and I realized that I never have insights at my desk. They are more likely to occur when I am in a relaxed and positive state, such as meditating (oops, that isn’t supposed to be the time nor place, is it?), biking or even when I am puttering in the kitchen. Generally, exercising seems to be my best time for insights. Yesterday on a bike ride I had an insight about asking a colleague to make an introduction for me. And yes, it felt like the insight “appeared,” even though the course has taught me that the generation of an insight is a process. I also appreciated Dr. Davis’s message that insights involve connecting weak signals and are “drowned out” if our attention is highly focused on a visual external task. We need quiet, inward orientation and some “space” for insights to arrive. It also helps to stop thinking directly about the issue at hand. I like the image of gently setting aside the problem I am ruminating about, and it is even more powerful for me knowing there is a neuroscience explanation behind it. ... "
" ... While puttering about was fun, riding in the cart was one of the highlights of the experience as Mellow’s grandfather, on occasion, would let him take the wheel. ... "
" ... “[Safe-haven demand] is not a driver for significant price upside, but it prevents the downside, which we believe is the natural direction for gold prices when global economic growth is puttering along,” she said. ... "