March 2019 Finds

Podcast Time:

Luck, Risk and Avoiding Losers: My Interview with Oaktree Capital Co-founder Howard Marks [The Knowledge Project Ep. #53]

α  γ → Well worth the hour to listen to such a wise and knowledgeable and successful value investor.


Articles and Quotes:

Latest memo from Howard Marks: Political Reality Meets Economic Reality

https://www.oaktreecapital.com/insights/howard-marks-memos

α  γ → A great explanation of why tariffs are stupid.

First, there’s misunderstanding.  The U.S. runs chronic trade deficits with most of its trading partners, and with China it amounted to $335 billion in 2017.  Trump takes these deficits to mean our trading partners are winning and we’re losing.  “We have countries ripping us off for years. . . .  We have trade deficits; they have surpluses.”  In particular, he says “China’s been killing us,” suggesting there’s something nefarious about trade deficits.  But is that the correct inference?  The other day I went to the barber for a haircut, and when I paid him, I ran a trade deficit.  He got my money, and I got a haircut.  I didn’t feel like I had lost.  Likewise, Chinese businesses make money from the U.S., and U.S. consumers get the low-priced goods they want.  Both sound like winners to me.


Ideas:

Amazon Hits $2000 and the Stock Market Takes a Dive

α  γ → Last time Amazon (AMZN) hit its high of a few bucks over $2000 in early September 2018 the stock market proceeded to go on a rather precipitous decline until Xmas of approximately 30%. According to the trendline of Amazon’s ascent since it will again hit $2000 in early-to-mid May 2019. Will this again signal a significant market downturn? Is Amazon a market harbinger? Somewhat conspiratorially, we might argue that with Amazon having gone down to $1400-ish at Xmas and within 6 months regained a solid 25%+ Wall St will be ready to once again take their profit and have a massive sell-off which will once again drive the overall market down significantly. Is this kind of wave what we are going to see for the foreseeable future instead of the long run bulls (5+ years) followed by huge bear recessions (50% drops)?

2018 Women of Distinction Award nominee – Mara St. Onge of Blingja Concepts

Mara St. Onge, Blingja, Women of Disctinction Award nominee

Mara St. Onge, Women of Distinction Award nominee

Congratulations to Mara St. Onge of Blingja Concepts (and all the other nominees) on the 2018 YWCA Women of Distinction Award nomination in the category of Education, Training & Development.

Founder of Blingja Concepts, Mara recognized the increased need for social emotional learning (SEL) curriculums to address behavioural breakdowns in classrooms. Utilizing her background as an educator in the school system for more than 20 years, she developed Blingja (Bling Out Your Inner Ninja), an SEL curriculum focused on mindfulness, helping children self-regulate their emotions in difficult situations. Unlike traditional SEL curriculums, Blingja is visually-focused and designed to be delivered in easy steps. Mara has created a unique social enterprise dedicated to supporting the local community, employing adults with barriers to employment and developmental disabilities to craft the therapeutic sensory tools that are used in the Blingja curriculum. Mara’s vision is to support educators and students in regulating their own emotions powerfully in any situation.

https://ywcavan.org

http://blingja.com

Vancouver to bid for Amazon’s new $5-billion second headquarters

Vancouver to bid for Amazon’s new $5-billion second headquarters

Source: http://dailyhive.com/vancouver/…

If Vancouver were able to beat other competitors like Toronto, Chicago, New York, Boston, San Francisco, and Los Angeles, the economic and social impact of Amazon’s second headquarters on the Metro Vancouver region would be astonishing.

Amazon announced today it is seeking bids from North American cities interested in becoming the location of its second headquarters. This entails a $5-billion office complex that could grow to 8 million sq. ft. in size within a number of buildings and employ as many as 50,000 people in high-paying positions, with average annual salaries reaching over $100,000.

Read the Full Article at Daily Hive

Do we really want the Amazon Tech Dudes taking over Vancouver? Ask San Franciscans what they think of the tech-dude-takeover of their city. However it might be worth it if we get the above pictured building in our city … “Proposed 24-storey office tower at 400 West Georgia. (Merrick Architecture / Westbank Projects Corporation)”

3 Ways Voice Search Will Shake Up Search Engine Optimization

3 Ways Voice Search Will Shake Up Search Engine Optimization

Source: https://www.elegantthemes.com/blog/…

The more that mobile devices permeate every aspect of our lives, the greater the impact they have on the way we search for content online. In the past, you had to use the right keywords if you wanted to find results quickly, but nowadays you can just ask your phone to do it for you.

Voice interaction is here to stay, and it’ll probably overhaul the way we tackle Search Engine Optimization (SEO) in the long run. In this article, we’ll discuss three ways that voice interaction will impact SEO, and provide you with two simple methods for adapting your WordPress website to those changes. Let’s get started! Read Full Article at Elegant Themes

It’s all about achieving the instant answer that the Googles of the world supply at the top of the search result page. Let me help you with getting those long-tailed keywords into your content…

A Picture is Still Worth a Thousand Words

A Picture is Still Worth a Thousand Words

Anyone know what kind of flower this is?

I took this photo during a hike of the Lions Bay Loop just off the Sea To Sky Highway. A lovely little 2 hour or so hike with minimal elevation gain and cool waterfall to check out.

But I digress…

The point I wanted to make was that high quality photography is crucial to the success of a website. And I wanted to show off this flower photo that i took. I’m rather proud of it 😉

You can have the best code/infrastructure/theme, the wittiest writing, but if your photos suck then your website will suck too and people will think that you or your company suck too. I dislike using the juvenile word suck, but I feel very strongly that superior photography matters to your business.

10 Common Website Design Mistakes And How To Fix Them

10 Common Website Design Mistakes And How To Fix Them

Source: https://www.hostgator.com/blog/…

Every new business should have a website, whether it’s for lead generation, e-commerce, or just general branding. Having even the most bare-bones site puts your business ahead of more than half of US small businesses, which don’t have a website at all. However, your site may not be helping your business as much as it could, or should. In fact, marketing researchers have found many design problems that work against the business the site is supposed to promote. Here are some common web design mistakes that confuse visitors, erode their trust, or run them off, along with suggestions for design improvements. Read Full Article at HostGator

  1. Slow-loading, wordy landing pages
  2. Design without market research
  3. Cluttered pages
  4. Too-trendy design
  5. Stale content
  6. Poor quality images
  7. Broken Links
  8. Bad logo design
  9. Hard-to-read or silly fonts
  10. Hard-to-find contact information and calls to action

If you feel that your website suffers from any of these maladies then please contact me to discuss

 

Canucks Jersey

Canucks Jersey

Re: https://www.nhl.com/canucks/…

When it comes to the Canucks jersey there is only one thing that matters at the moment. LOSE THE ORCA, NUCKS!!! #losetheorca

The orca represents the previous owners of the Vancouver Canucks, Orca Bay Sports and Entertainment. The orca logo does not represent the hockey team. Never has, never will.

We can discuss the merits of the Johnny Canuck logo, the stick-n-rink logo, etc, that would be lots of fun, but first the current owners need to commit to getting rid of the orca logo. NOW!!! Maybe we should start a change.org petition or a kickstarter campaign to pay for the logo change 🙂