Category Archives: Uncategorized

Commodities | Oil that glisters |

Commodities | Oil that glisters |

Other analysts see parallels with the dotcom bubble of the late 1990s. After all, plenty of people are opining that things are different this time. Pension funds and individual investors are keen to get in on the action. CalPERS, America’s biggest pension fund, is due to decide soon whether to put money into commodities. If such a conservative operator is eyeing commodities, cynics say, then a correction must be close at hand.

Jim Rogers opened a commodity index in ’98, just before he went on a 3 year trip around the world. He talked about the commodity boom that had already started then, and it’s still going. This article in the Economist questions if the boom is coming to a close. How much of the rise in commodity prices is due to shortage and how much is due to the inflation that gets massaged away in the BLS’s “hedonic adjustments” to the CPI? Bernanke must get to see the real numbers, so up the interest rates go. – Baidu Net Soars on Increased Traffic – Baidu Net Soars on Increased Traffic:

The Chinese-language Internet-search provider posted net income of 58.5 million yuan ($7.3 million), or 1.69 yuan a share, up from 12.1 million yuan, or 0.39 yuan a share. Revenue more than doubled to 191.6 million yuan from 69.7 million yuan. The number of active online-marketing customers increased to more than 90,000, an increase of 22% from the first quarter.

Bit of a sad story for Google here. Over the past quarter it seems I was quite regularly able to access Baidu, but frequently had trouble accessing Google’s servers. Life in the wild east…

Ads for Adult Circumcision…

It appears there is a market for *everything* in China as even adult male circumcision is widely promoted… It seems that until recently, most infants were not given this operation.

A Must-Read for Men Too long a foreskin wrapped as bark The myriad of forms and shapes Too much toil sets Heaven askew Worms and germs upset and vex.

Offensive odors swollen red Lengthy foreskin is to blame And if yours is so afflicted Dongda Clinic has your fix.

Korean-style circumcision Absent pain and absent wound Awkward maladies will vanish Lovers laugh and beam with bliss

Where is this Dongda Hospital? South of Landao Mansions side 8563-9299 give a call Ensure your lovers happiness

See the discussion of the ad and check out the original Chinese at Danwei

China Dialogue: consumption in China

China Dialogue: consumption in China: This discussion at Danwei discusses the growth of consumption in India/China, and the the effect on the environment.

If by 2030 China and India alone were to achieve a per-capita [resource consumption] footprint equivalent to that of Japan today, together they would require a full planet Earth to meet their needs.

If there is a shortage of commodities the prices will rise. The market will take care of the problem. The real story, is how are the citizen’s of what is today the “rich world” going to compete as the number of people reasonably prepared to join the rich world increases from 1B to 3B over the next 40 years? Earth is already proven to support at least 1B people using today’s technology. 40 years worth of technology development will probably open new resource frontiers including the poles and the oceans.

Don’t worry. The market will probably be able to handle it. In any case, mankind will survive.

ecto bookmarklet

ecto bookmarklet: I’ve just added the “ectoize” bookmarklet to my Camino. Seems to work pretty well. I’ve also got bookmarklets to:

That’s pretty much it. If you want more Bookmark fun, check out Andy Budd’s Bookmarklets. How’s that for a lot of URLs in a little post… 🙂


It looks like all of the mobile software that I’ve tried on my Palm is falling a bit short of expectations. The software I’ve found is relatively beta to begin with – lot’s of reboots. The larger problem is Chinese characters. Whether creating a new message using chinese, or writing 汉子 inside an existing message, clients other than Ecto seem to come up short.

On another note, I’ve tried out Ecto and MarsEdit and even though I was biased toward MarsEdit, Ecto wins out. Better support for “Rich Text” right in the client without having to resort to HTML. Works great!


Here’s your first Chinese lesson. It’s really simple. I’m going to try writing a new into lesson each week. We’ll see. The first line are actual Chinese characters. The second line is pinyin, phonetic guidelines for each of these characters in the mandarin dialect. Last, a simple English translation of each line.

xiàtiān dào le 
Summer is here!

qǐng duō hē shuǐ 
Please drink a lot of water. 
cháng bǎo jiànkāng 
Guarantees a long, healthy life.


p>So now that summer time is here: • Clean out your body, it’s made mostly of water • Save money, don’t waste money on coffee and tea • Adjust your body temperature, keep cool





There are several things that I’ll catch up on this weekend.

Presentation Notes: • Wo de xiao gushi, Irvine. • Coremetrics, New Orleans. • Coremetrics, Webinar. • AD:Tech, San Francsico. • AD:Tech, Shanghai. • More to come…

And: • Erwin in the news (Marketing Sherpa, Clickz, Etc) • Chinese language discussions including Pinyin vs/ Zhuyin. (Multisyllabic approach to Pinyin pronunciation) • Chinese lessons for you to follow along with. • Open discussion on values, history and philosophy. • Mac OS X, Unix, Linux and other Technology notes. • Book reviews on a variety of subjects • Stories and pictures from travels around the world!

Stay tuned!