EliG

Twitter feed of Tony Schwartz, The Art of the Deal ghostwriter. He spent a lot of time up close and personal with Trump. Probably knows "real" Trump better than anyone else outside family.

Well, here's another example from today. http://www.politico.com/story/2016/07/donald-trump-hillary-clinton-debate-schedule-226464

Because lying is second nature to him. Read this epic piece in The New Yorker. Donald Trump’s Ghostwriter Tells All

http://www.vox.com/2016/7/30/12332922/donald-trump-khan-muslim

Packer, I am a Canadian conservative who grew up idolizing Reagan and Thatcher. I am shocked that a level-headed person like you would draw parallels between Trump and Reagan. I think you are blinded by partisanship. Trump is insane. He should be facing a therapist, not the electorate. Narcissistic personality disorder - Mayo Clinic Definition: Narcissistic personality disorder is a mental disorder in which people have an inflated sense of their own importance, a deep need for admiration and a lack of empathy for others. But behind this mask of ultraconfidence lies a fragile self-esteem that's vulnerable to the slightest criticism. Symptoms: Many experts use the criteria in the Diagnostic and Statistical Manual of Mental Disorders (DSM-5), published by the American Psychiatric Association, to diagnose mental conditions. This manual is also used by insurance companies to reimburse for treatment. DSM-5 criteria for narcissistic personality disorder include these features: * Having an exaggerated sense of self-importance * Expecting to be recognized as superior even without achievements that warrant it * Exaggerating your achievements and talents * Being preoccupied with fantasies about success, power, brilliance, beauty or the perfect mate * Believing that you are superior and can only be understood by or associate with equally special people * Requiring constant admiration * Having a sense of entitlement * Expecting special favors and unquestioning compliance with your expectations * Taking advantage of others to get what you want * Having an inability or unwillingness to recognize the needs and feelings of others * Being envious of others and believing others envy you * Behaving in an arrogant or haughty manner

A lifelong Republican wrote an op-ed in LAT: Trump's opposition research firm: Russia's intelligence agencies

A detailed account of Russian involvement in the DNC leaks: All Signs Point to Russia Being Behind the DNC Hack As a Canadian, I don't get to vote in the American election. Looking from the sidelines, it's puzzling that Trump polls as high as he does, given his obvious bromance with Putin. How on earth is it not a huge red flag?

In case you missed it: Trump & Putin. Yes, It's Really a Thing

Former US Ambassador to Russia: "As U.S. voter, I'm appalled by Russian meddling, want it investigated & stopped. As long-time analyst of Russia, Im impressed; they're good"

I am not a fan of Krugman, but this is an important column. Donald Trump, the Siberian Candidate http://www.nytimes.com/2016/07/22/opinion/donald-trump-the-siberian-candidate.html?_r=1

Slate: Putin’s Puppet "Vladimir Putin has a plan for destroying the West, and it looks a lot like Donald Trump."

Putin must be salivating in the anticipation of Trump's presidency. Scary stuff.

http://www.cornerofberkshireandfairfax.ca/forum/berkshire-hathaway/how-to-buy-berkshire-for-half-price/

Try new watchlists. IMO, they are better than the old real time quotes.

Trump's tweet this morning is unreal. https://twitter.com/realDonaldTrump/status/749235486389043200 Text: "Crooked Hillary - - Makes History!" Image: I'm sure he will delete the tweet so I copied the image here for your viewing pleasure: http://i.imgur.com/iPLAIQA.jpg

I'm curious how you get your EM exposure. Individual companies? ETFs? If ETFs, which ones?

You can't be serious.

Yes. Greenbelt (Golden Horseshoe) It's debatable how much impact the Greenbelt has on the house prices in GTA. For example: Priced Out: Understanding the factors affecting home prices in the GTA Page 18 Factor 4: Land availability and regulations The availability of land, both in terms of its physical location and the regulations governing its use, can influence home prices. However, in the GTA this may only be an issue for specific, established neighbourhoods. Key findings • There is an adequate supply of land in the GTA for approved and future residential developments. Based on municipal projections, 81% of the land available for development will still be unused in 2031. • Intensification policies will mean more housing units can be built per acre than previously. Using the same amount of land, it is possible to build 250,000 more high-density housing units in the GTA by 2031 than would have been possible with the lower-density development of past decades. • Land availability is not an issue for the region, but it is relevant for established neighbourhoods that are favoured by homebuyers. These neighbourhoods, which tend to be near the urban centre, are experiencing high levels of demand combined with a lack of available land and therefore higher prices.

The car was powered by compressed natural gas. http://www.tulsaworld.com/business/energy/embattled-oilman-aubrey-mcclendon-dies-in-single-vehicle-wreck/article_fa1ed472-327e-582c-9d80-693b988c0325.html

NYT

Q: Does Good Investment Require Good Research? A: No. Forget value investing, become a trend follower of the broad markets. The easiest way to add alpha is to side step big drawdowns. Trend following is supposed to do just that with very little research. One model I'm intrigued about is dead simple. Do this once a month: Check 12-month trailing returns for VTI and VEA. If VTI > 0 and VTI > VEA invest 100% in VTI. If VTI > 0 but VTI < VEA invest 100% in VEA. If VTI and VEA are both negative, go 100% cash or short term bonds. The back-tested results are amazing.

You missed this part: This is Ted's portfolio before closing Peninsula.

Bogleheads spreadsheet calculates both dollar-weighted and time-weighted returns. https://www.bogleheads.org/wiki/Calculating_personal_returns

9% in Canadian dollars. Nothing to get excited about given currency tailwind. S&P 500 is up 21% priced in CAD.