Interesting changes in American investment strategies. This represents a Long Term shift in strategy. Stock Market prices vs Live Stock prices... I think the mandated/imposed rules and regulations coming soon will affect all but the largest companies. The following brief report I found worthy of sharing. I have noticed my investors seeking a place to put capital to work. Someplace safe and highly likely to produce income as well as be a safe store of wealth. People will need to eat.... I hope you enjoy this "find"
Regards, AJ
...............................................................................................
Strategic Investments in Farmland
Article by Ryland Moore. According to a report issued by the USDA’s Agricultural Statistics Service at the end of February this year, the United States had a reduction of over 3 million acres in producing farmland in 2012. Drought was the largest driver behind the reduction in productive agriculture, coupled with a renewed development cycle to meet the returning demand for housing after the residential real estate and stock market crash. In addition, Yale Economics professor and respected co-founder of the Case-Shiller Home Price Index, Robert Shiller, stated that farm and ranchland was a strong buy along with stocks as a good future investment.
While many states declined in number of farmland acres in production in 2012, Oregon was a bright spot with a net increase in over 200,000 acres in farm production. The increase is likely due to continued high prices in the commodities market, combined with ending cycles under the Conservation Reserve Program (CRP) converting rested land back to agriculture. States like Oregon that did not have drought conditions in 2012 benefited from a low supply in the crop markets and allowed farmers and ranchers to obtain premium prices for crops; 2011 already proved to be one of the best years in Oregon’s farming history with $1.03 billion in net farm income. Expected later this year, 2012 figures look to be even better.
With less acreage under production in the US, possible drought conditions across the Midwest and Texas, and an increasing global population expected to grow by another 2 billion people in the next 20 years, demand and need for basic commodities such as wheat, alfalfa and corn will continue. We expect farmland prices in Oregon to continue on an upward trend as they have done since 2010. Demand for farmland is still high. With tighter yields in the bond market, stocks priced for perfection, and the market at all-time highs, many investors will look to diversify instead of sitting on cash. Forward-thinking Buyers are looking to areas where drought has typically not been a problem in the past.
Looking forward, conditions are unfavorable for the Midwest again in the 2013 season. USDA Chief Economist Joseph Glauber, who recently testified to the U.S. Senate Committee on Agriculture, Nutrition and Forestry, stated, “that about 60 percent of U.S. winter wheat production was under drought conditions.” Similarly, Scott Yates, director of communications for the Washington Grain Commission has learned of several reports indicating the lack of moisture has already stunted the 2013 Midwestern wheat crop to the degree that it will not be a quality crop. "Once again the Northwest, for the most part, is sitting in the catbird seat when it comes to the wheat crop in the nation," Yates said. "We have adequate moisture, we haven't had any arctic express come down, we've got snow cover over some of the land."
Now more than ever, investing in farm and ranchland continues to be an excellent way to diversify your portfolio, receive tax benefits, and afford recreational opportunities that other types of real estate simple cannot offer. For more information on the Oregon market, please contact Ryland Moore of Live Water Properties at ryland@livewaterproperties.com or 971.645.1515.
Friday, June 28, 2013
Saturday, February 16, 2013
Notes From Wise People In The Past
I recently ran across these on www.goodreads.com... I read all of Heinlein's books I could find when I was a kid...
These quotations seem pretty good advice and insightful observations on life, mainly from an American perspective... I guess he helped shaped/confirm my view of the world as I grew up and went wandering about... The following are but a sample... I am finding the quotations of those who went before a helpful guide as I'm adjusting to this new phase of life. Once I get things understood and working fairly well-they/I change... That means adjusting myself and working to understand WTF is happening and how is it different... Those who went before dropped notes in bottles for us/me to find... Once I adjust to this new format, I'll add some comments of my own in response... Why-? Because I share and seek response from those passing by. I'm going to work at avoiding politics until we're past this "Lost Decade of Uncertainty, 2007-20017". There is No Free Lunch but some will get rich promising one and others will find ways to profit by accommodating changes while seeking special favors for themselves. Bribing people with their own money has never been so easy or have so many been so gullible.
"Love is that condition in which the happiness of another person is essential to your own."
— Robert A. Heinlein (Stranger in a Strange Land)
"A human being should be able to change a diaper, plan an invasion, butcher a hog, conn a ship, design a building, write a sonnet, balance accounts, build a wall, set a bone, comfort the dying, take orders, give orders, cooperate, act alone, solve equations, analyze a new problem, pitch manure, program a computer, cook a tasty meal, fight efficiently, die gallantly. Specialization is for insects."
— Robert A. Heinlein
"I am free, no matter what rules surround me. If I find them tolerable, I tolerate them; if I find them too obnoxious, I break them. I am free because I know that I alone am morally responsible for everything I do."
— Robert A. Heinlein
"There ain't no such thing as a free lunch."
— Robert A. Heinlein (The Moon is a Harsh Mistress)
"There is no worse tyranny than to force a man to pay for what he does not want merely because you think it would be good for him."
— Robert A. Heinlein (The Moon is a Harsh Mistress)
"Do not confuse "duty" with what other people expect of you; they are utterly different. Duty is a debt you owe to yourself to fulfill obligations you have assumed voluntarily. Paying that debt can entail anything from years of patient work to instant willingness to die. Difficult it may be, but the reward is self-respect.
But there is no reward at all for doing what other people expect of you, and to do so is not merely difficult, but impossible. It is easier to deal with a footpad than it is with the leech who wants "just a few minutes of your time, please—this won't take long." Time is your total capital, and the minutes of your life are painfully few. If you allow yourself to fall into the vice of agreeing to such requests, they quickly snowball to the point where these parasites will use up 100 percent of your time—and squawk for more!
So learn to say No—and to be rude about it when necessary. Otherwise you will not have time to carry out your duty, or to do your own work, and certainly no time for love and happiness. The termites will nibble away your life and leave none of it for you. (This rule does not mean that you must not do a favor for a friend, or even a stranger. But let the choice be yours. Don't do it because it is "expected" of you.)"
— Robert A. Heinlein (Time Enough for Love)
"Whenever women have insisted on absolute equality with men, they have invariably wound up with the dirty end of the stick. What they are and what they can do makes them superior to men, and their proper tactic is to demand special privileges, all the traffic will bear. They should never settle merely for equality. For women, "equality" is a disaster."
— Robert A. Heinlein
"An armed society is a polite society. Manners are good when one may have to back up his acts with his life."
— Robert A. Heinlein (Beyond This Horizon)
"At least once every human should have to run for his life, to teach him that milk does not come from supermarkets, that safety does not come from policemen, that 'news' is not something that happens to other people. He might learn how his ancestors lived and that he himself is no different--in the crunch his life depends on his agility, alertness, and personal resourcefulness."
— Robert A. Heinlein
"The first principle of freedom is the right to go to hell in your own handbasket."
— Robert A. Heinlein
"Listen, son. Most women are damn fools and children. But they've got more range then we've got. The brave ones are braver, the good ones are better — and the vile ones are viler, for that matter. "
— Robert A. Heinlein
Friday, November 2, 2012
VOTE...Please Vote
ENOUGH-!
I have had it up past here and all the way to there.
VOTE. Please vote... Once upon a time -EVERYTHING- did not require politics.
We did not season our food, bathe with, clean our cars, listen to music, buy clothing, choose friends based on politics... Yeah, I'm old.
I have withdrawn from bloging, watching TV, reading the newspaper, opening mail... all are past habits.
I have my opinion. Listening and speaking with people who, in the words of Jonathan Swift "Cannot be argued from a position they were never reasoned into."..
I ave restrained myself from blogging on the theory that there were too many opinions being developed before your eyes... clutter is just that...Clutter.
So, everyone please vote... Let's get on to the next mess... We will not have someone who can cure everything and make it as it was... The past will not return... We will have either more of the same muddle as we have had these past four years, more abuse of executive/imperial power...or we will have a mess to clean up and new probelms will be uncovered...
The world has not sat idle while we have had our experiment. New powers see opportunity as we retreat and withdraw... We don't wish to be The Worlds Policeman"... Nobody else does either...EXCEPT there is no other nation who can trusted with that power... America is unique in that we really wish the world to be peaceful and choose whatever form of government they wish. We'd like them to have all the benefits and rewards that we have, but that is their choice... We have learned to accept that reality...
Can we get away from politics-? Do we need our fearless leader on our TVs every day-?
Do we really need a cult of personality vs accomplishment-?
Oh well, whatever you do...Please vote.. I have not concern of who you choose.
I trust the American People... eventually, we get it mostly right. It's our fate...we will get what we deserve not all ways what we wish...
CUE: Rolling Stones song...
Labels:
American Exceptionalism,
culture,
election,
Obama,
Politics
Thursday, September 20, 2012
Long Distance Running
I ran for many years. A few dozen marathons and then many ultra marathons. My base training mieleage was 70 miles a week. Then I had to grow up and travel, bills and family intervened. Doing most of those miles in the Headlands of Marin County just across the Golden Gate Bridge was like having a small bit of magic where my frustrations could be smeared on the uphill sides and the realty that I was alone and unlikely to be found anytime soon. I learned to look inward and monitor myself, my energy, my resources, the weather, the trail, etc.
This article reflects a bit of what I found. Chi running marries method and mindfulness Please read the whole article. It seems to offer an introduction to many of the things I learned the hard way. The rest must come from you.
"We teach focus: how the arms are held, why the hips and shoulders are relaxed," he said. "It's about learning to pay attention."
"In tai chi, everything moves from center," Dreyer said. "Runners are used to running from their legs. When I switched to (running from) the core, it changed how I ran. I felt better."
Correct alignment is a tenet of chi running. Posture is the first thing Dreyer works on with clients.
"If posture isn't good, the support system isn't good," he said. "Any weakness or misalignment will really affect you because you're always on one leg," he said, noting that running injuries happen from the knees down.
In his method a forward tilt from the ankles moves the runner's center of mass ahead and allows gravity to take on more of the body's weight.
"The body gets to fall," Dreyer said. "All you have to do is lift your legs."
He also teaches landing with a mid-foot strike to engage and balance the entire foot.
If you're new to running, Dreyer suggests starting with a walk/run sequence to allow the muscles to adjust.
"Run 'til you feel tired, walk 'til you feel recovered," he said. "Our system is based on sensing your own body. If your body says it's too fast or time to go home, you listen."
If you're holding yourself or just one part of your body tense while you run, work or socialize... you need to focus on those muscles and relax. The body is healthier when there i lots of air, lots of water and tension comes in small spurts. One should look inside themselves and as "What is bothering me-? Why am I tense-? Am I working against myself-? " I did and soon found that relaxing different muscles when they are not needed gave me more energy for the long run. The endorphins flowed and I was happier with the whole experience.
If you're running are you running "from" or "to" some place or someone-?
My final bit of advice on running and most endeavors is "Have Fun" We only pass this way once so find some happiness and stay there.
Wednesday, July 4, 2012
Tax = Mandate = Tax
The Mandate is THE Tax we all MUST pay.
The Health Insurance Companies collect the tax and administer the benefits on the govt's behalf.
The Penalty is what we pay for not paying the tax.
What is unclear is how THE TAX being paid by employers is not a taxable benefit and income-? If employer paid taxes are included into income then it will not matter whether one has gold-plated policy or bare bones required by the law.
When people see their gross income jump and all the associated taxes applied...they may not be happy. When the insurance company raises rates on policy holders; that will be a tax increase.
See how simple it is when we view it -all- as a tax paid to insurance companies...
Big "O" can then claim, honestly, to have raised incomes on all Americans... Won't THAT be a great campaign slogan...
Plus he will have taken steps to pay down national debt, cure Medicare fund and Social security -all- with the higher tax rates.
None of this can be challenged until 2014 when the taxes and penalty kick in... Isn't That Special-? Don't we all feel better-?
I feel soiled and dirty. Time for a bath or shower inside that polling booth when the curtain is draw,
Tuesday, January 17, 2012
Something Happening Here-?
The Atlantic Magazine's Ta-Nehisi Coates is a senior editor for The Atlantic, where he writes about culture, politics, and social issues for TheAtlantic.com and the magazine. In today's blog he cites Alexis de Tocqueville and says he should be part of the Democracy in American canon.
I'll cite his lengthy De Tocqueville citation, but you'll need to read his blog for his thoughts. He does seem to find value here and is honest enough to admit the value, but cannot resist his personal bias towards things conservative... Or maybe I mis-read him.
De Tocqueville;
Centralization easily succeeds, indeed, in subjecting the external actions of men to a certain uniformity, which we come at last to love for its own sake, independently of the objects to which it is applied, like those devotees who worship the statue and forget the deity it represents.
Centralization imparts without difficulty an admirable regularity to the routine of business; provides skillfully for the details of the social police; represses small disorders and petty misdemeanors; maintains society in a status quo alike secure from improvement and decline; and perpetuates a drowsy regularity in the conduct of affairs which the heads of the administration are wont to call good order and public tranquillity; 49 in short, it excels in prevention, but not in action.
Its force deserts it when society is to be profoundly moved, or accelerated in its course; and if once the co-operation of private citizens is necessary to the furtherance of its measures, the secret of its impotence is disclosed. Even while the centralized power, in its despair, invokes the assistance of the citizens, it says to them: "You shall act just as I please, as much as I please, and in the direction which I please. You are to take charge of the details without aspiring to guide the system; you are to work in darkness; and afterwards you may judge my work by its results."
These are not the conditions on which the alliance of the human will is to be obtained; it must be free in its gait and responsible for its acts, or (such is the constitution of man) the citizen had rather remain a passive spectator than a dependent actor in schemes with which he is unacquainted.
t is undeniable that the want of those uniform regulations which control the conduct of every inhabitant of France is not infrequently felt in the United States. Gross instances of social indifference and neglect are to be met with; and from time to time disgraceful blemishes are seen, in complete contrast with the surrounding civilization. Useful undertakings which cannot succeed without perpetual attention and rigorous exactitude are frequently abandoned; for in America, as well as in other countries, the people proceed by sudden impulses and momentary exertions.
The European, accustomed to find a functionary always at hand to interfere with all he undertakes, reconciles himself with difficulty to the complex mechanism of the administration of the townships. In general it may be affirmed that the lesser details of the police, which render life easy and comfortable, are neglected in America, but that the essential guarantees of man in society are as strong there as elsewhere. In America the power that conducts the administration is far less regular, less enlightened, and less skillful, but a hundredfold greater than in Europe. In no country in the world do the citizens make such exertions for the common weal. I know of no people who have established schools so numerous and efficacious, places of public worship better suited to the wants of the inhabitants, or roads kept in better repair.
Uniformity or permanence of design, the minute arrangement of details,50 and the perfection of administrative system must not be sought for in the United States; what we find there is the presence of a power which, if it is somewhat wild, is at least robust, and an existence checkered with accidents, indeed, but full of animation and effort.
Granting, for an instant, that the villages and counties of the United States would be more usefully governed by a central au authority which they had never seen than by functionaries taken from among them; admitting, for the sake of argument, that there would be more security in America, and the resources of society would be better employed there, if the whole administration centered in a single arm--still the political advantages which the Americans derive from their decentralized system would induce me to prefer it to the contrary plan.
It profits me but little, after all, that a vigilant authority always protects the tranquillity of my pleasures and constantly averts all dangers from my path, without my care or concern, if this same authority is the absolute master of my liberty and my life, and if it so monopolizes movement and life that when it languishes everything languishes around it, that when it sleeps everything must sleep, and that when it dies the state itself must perish. There are countries in Europe where the native considers himself as a kind of settler, indifferent to the fate of the spot which he inhabits.
The greatest changes are effected there without his concurrence, and (unless chance may have apprised him of the event ) without his knowledge; nay, more, the condition of his village, the police of his street, the repairs of the church or the parsonage, do not concern him; for he looks upon all these things as unconnected with himself and as the property of a powerful stranger whom he calls the government. He has only a life interest in these possessions, without the spirit of ownership or any ideas of improvement.
This want of interest in his own affairs goes so far that if his own safety or that of his children is at last endangered, instead of trying to avert the peril, he will fold his arms and wait till the whole nation comes to his aid. This man who has so completely sacrificed his own free will does not, more than any other person, love obedience; he cowers, it is true, before the pettiest officer, but he braves the law with the spirit of a conquered foe as soon as its superior force is withdrawn; he perpetually oscillates between servitude and license.
I am reading "Beyond Mechanical Markets" by Roman Frydman and Michael D. Goldberg. They are also authors of "Imperfect Knowledge Economics"
Chapter Two, page 46...
THE PRETENSE OF EXACT KNOWLEDGE
Far from attempting to minimize nonroutine activities, capitalist economies thrive on them. Yet Western economists seemed undeterred by the failure of central planners to comprehend and shape the future as if history unfolded according to fully predetermined mechanical rules. They set out to construct mathematical models that accurately capture how financial markets assess the prospects of alternative investment projects and companies not only today but for all past and future periods as well. Such fully predetermined models and the sharp predictions they produce are the hallmark of the contemporary approach to macroeconomics and finance.
I find the arrival of these two bits of information and others from normally nonconservative, nonindividualist, collectivist view point, political biased sources. There are others... I'll post em as I find em... You can find your own...
This political campaign season, besides being very nasty and personality-destruction oriented, will also be a conflict between the centralized-controlled, planned and manipulated economy and society vs the smaller, personal, private property oriented America of the Constitution and first century... Which will it be-?
I'll cite his lengthy De Tocqueville citation, but you'll need to read his blog for his thoughts. He does seem to find value here and is honest enough to admit the value, but cannot resist his personal bias towards things conservative... Or maybe I mis-read him.
De Tocqueville;
Centralization easily succeeds, indeed, in subjecting the external actions of men to a certain uniformity, which we come at last to love for its own sake, independently of the objects to which it is applied, like those devotees who worship the statue and forget the deity it represents.
Centralization imparts without difficulty an admirable regularity to the routine of business; provides skillfully for the details of the social police; represses small disorders and petty misdemeanors; maintains society in a status quo alike secure from improvement and decline; and perpetuates a drowsy regularity in the conduct of affairs which the heads of the administration are wont to call good order and public tranquillity; 49 in short, it excels in prevention, but not in action.
Its force deserts it when society is to be profoundly moved, or accelerated in its course; and if once the co-operation of private citizens is necessary to the furtherance of its measures, the secret of its impotence is disclosed. Even while the centralized power, in its despair, invokes the assistance of the citizens, it says to them: "You shall act just as I please, as much as I please, and in the direction which I please. You are to take charge of the details without aspiring to guide the system; you are to work in darkness; and afterwards you may judge my work by its results."
These are not the conditions on which the alliance of the human will is to be obtained; it must be free in its gait and responsible for its acts, or (such is the constitution of man) the citizen had rather remain a passive spectator than a dependent actor in schemes with which he is unacquainted.
t is undeniable that the want of those uniform regulations which control the conduct of every inhabitant of France is not infrequently felt in the United States. Gross instances of social indifference and neglect are to be met with; and from time to time disgraceful blemishes are seen, in complete contrast with the surrounding civilization. Useful undertakings which cannot succeed without perpetual attention and rigorous exactitude are frequently abandoned; for in America, as well as in other countries, the people proceed by sudden impulses and momentary exertions.
The European, accustomed to find a functionary always at hand to interfere with all he undertakes, reconciles himself with difficulty to the complex mechanism of the administration of the townships. In general it may be affirmed that the lesser details of the police, which render life easy and comfortable, are neglected in America, but that the essential guarantees of man in society are as strong there as elsewhere. In America the power that conducts the administration is far less regular, less enlightened, and less skillful, but a hundredfold greater than in Europe. In no country in the world do the citizens make such exertions for the common weal. I know of no people who have established schools so numerous and efficacious, places of public worship better suited to the wants of the inhabitants, or roads kept in better repair.
Uniformity or permanence of design, the minute arrangement of details,50 and the perfection of administrative system must not be sought for in the United States; what we find there is the presence of a power which, if it is somewhat wild, is at least robust, and an existence checkered with accidents, indeed, but full of animation and effort.
Granting, for an instant, that the villages and counties of the United States would be more usefully governed by a central au authority which they had never seen than by functionaries taken from among them; admitting, for the sake of argument, that there would be more security in America, and the resources of society would be better employed there, if the whole administration centered in a single arm--still the political advantages which the Americans derive from their decentralized system would induce me to prefer it to the contrary plan.
It profits me but little, after all, that a vigilant authority always protects the tranquillity of my pleasures and constantly averts all dangers from my path, without my care or concern, if this same authority is the absolute master of my liberty and my life, and if it so monopolizes movement and life that when it languishes everything languishes around it, that when it sleeps everything must sleep, and that when it dies the state itself must perish. There are countries in Europe where the native considers himself as a kind of settler, indifferent to the fate of the spot which he inhabits.
The greatest changes are effected there without his concurrence, and (unless chance may have apprised him of the event ) without his knowledge; nay, more, the condition of his village, the police of his street, the repairs of the church or the parsonage, do not concern him; for he looks upon all these things as unconnected with himself and as the property of a powerful stranger whom he calls the government. He has only a life interest in these possessions, without the spirit of ownership or any ideas of improvement.
This want of interest in his own affairs goes so far that if his own safety or that of his children is at last endangered, instead of trying to avert the peril, he will fold his arms and wait till the whole nation comes to his aid. This man who has so completely sacrificed his own free will does not, more than any other person, love obedience; he cowers, it is true, before the pettiest officer, but he braves the law with the spirit of a conquered foe as soon as its superior force is withdrawn; he perpetually oscillates between servitude and license.
I am reading "Beyond Mechanical Markets" by Roman Frydman and Michael D. Goldberg. They are also authors of "Imperfect Knowledge Economics"
Chapter Two, page 46...
THE PRETENSE OF EXACT KNOWLEDGE
Far from attempting to minimize nonroutine activities, capitalist economies thrive on them. Yet Western economists seemed undeterred by the failure of central planners to comprehend and shape the future as if history unfolded according to fully predetermined mechanical rules. They set out to construct mathematical models that accurately capture how financial markets assess the prospects of alternative investment projects and companies not only today but for all past and future periods as well. Such fully predetermined models and the sharp predictions they produce are the hallmark of the contemporary approach to macroeconomics and finance.
I find the arrival of these two bits of information and others from normally nonconservative, nonindividualist, collectivist view point, political biased sources. There are others... I'll post em as I find em... You can find your own...
This political campaign season, besides being very nasty and personality-destruction oriented, will also be a conflict between the centralized-controlled, planned and manipulated economy and society vs the smaller, personal, private property oriented America of the Constitution and first century... Which will it be-?
Labels:
central planning,
imperfect knowledge,
individualism,
Politics
Thursday, January 12, 2012
2012 Predictions
Kurzwell Accelerating Intelligence website has a round up of predictions for someone who is either in need of or has received accelerated intelligence...
Predictions... Like poetry-?
More people write them than read them.
Predictions... Like poetry-?
More people write them than read them.
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