The miracle of the Internets. And the best use of a Breeders song, ever. Has it really been ten years since I've seen them? Wow. (via Sepinwall)

I strongly suspect that I was the only American Enterprise Institute resident fellow at the Sleater-Kinney show at the 9:30 tonight, though I did run into an attorney from my old firm. (But not Matthew Yglesias.) The real show didn't start until the encores, when they performed "Ironclad," "Little Babies," "Dig Me Out," "Words and Guitar," and "Turn It On," inter alia. NPR webcast the show and has the full set-list.

I had stopped blogging, which meant I had stopped updating my posts on my investments. It's not good news.

	April 2006	2006 YTD	Last 12 months	Annualized rate, life of portfolio
Ted Portfolio	-2.1%	17.8%	37.4%	21.8%
S&P 500	+1.3%	5.6%	15.4%	12.9%
Mortgage (cost of capital)	0.4%	1.75%	5.25%

	May 2006	2006 YTD	Last 12 months	Annualized rate, life of portfolio
Ted Portfolio	-11.0%	4.6%	17.0%	13.1%
S&P 500	-2.9%	2.6%	8.6%	10.0%
Mortgage (cost of capital)	0.4%	2.2%	5.25%

	June 2006	2006 YTD	Last 12 months	Annualized rate, life of portfolio
Ted Portfolio	-1.9%	2.5%	9.0%	11.4%
S&P 500	+0.1%	2.7%	8.6%	10.0%
Mortgage (cost of capital)	0.4%	2.6%	5.25%

	July 2006	2006 YTD	Last 12 months	Annualized rate, life of portfolio
Ted Portfolio	-6.5%	-4.4%	-4.7%	+7.1%
S&P 500	+0.6%	+3.3%	+5.4%	+9.8%
Mortgage (cost of capital)	0.4%	3.0%	5.25%

There are now CDs offering slightly higher interest rates than my mortgage rate. I had sold my BBI at 3.70 and winced as it immediately shot up to 5, but now that it's back below 4, I don't feel so bad. I got out of my Six Flags at 8.62, and now it's around 5. But everything else was a disaster. Cigna, CBH, EK, HAS, OSTK, PIR, FLWS, all dropped a bunch; PIR and OSTK almost 50%. Easy come, easy go, but it's painful to watch one's portfolio drop a quarter of its value in a few months.