Wednesday, January 8, 2014

Movies: The Year 2013 - A View Into The Rear-View Mirror

(Drivebycuriosity) - 2013 was a solid movie year. We got at least 3 spectacular cinema events. The most eye-catching was  "Gravity", a drama about a space station falling apart causing a struggle of live. Even that the film was set in outer space it isn`t science fiction. Director Alfonso Cuarón showed just a technology which has been existing for decades. Anyway, the drama is pure cinema magic and might be the first film that let us experience awe and horror of space travel while sitting in a cinema theater. "Gravity" showed what modern cinema is capable to.
I also got hypnotized by "Trance". In the foreground stood a theft of a precious painting, but director Danny Boyle focused more on psychology and the mysteries of the unconscious mind. The makers took the audience on a psychedelic trip and created a furious dance of pictures which could make you drunk.  But anyway, the movie had to share my love with "Stoker". The mystery thriller had many different layers: A coming of age story, a subtile vampire tale, a very special  family film and a cynical fairy tale about people who behave far outside the boundaries of the common world. All three masterpieces showed the magic of the camera (and the digital post-production) with amazing compositions of picture and color.
                             
Speaking of vampires. The genre of vampire movies got another gem: "Kiss Of The Damned". The film was a stylish exercise about eternal desire, passion, thrill & gore. The superb cinematography captured the sinister but alluring ambience with intoxicating pictures.

The zombie genre was still alive and delivered the powerful "World War Z" where a super fast spreading virus transformed people into raging zombies who almost overrun the whole earth. I was impressed  by the dynamic and sheer force of the undead. The attacks of the undead masses almost looks real and scary thanks to the awesome digital effects and the brilliant 3D photography.

The horror genre scared again. I enjoyed "Mama". The tale about 2 little girls who have developed a close relationship to an evil paranormal entity (called "Mama") had claustrophobic and surrealistic scenes which reminded me of Luis Buñuel and painters like Salvador Dalí (who cooperated with Buñuel). But I was disappointed by  "Evil Dead 2013", which wasn`t´ scary at all. The makers lacked the imagination the genre needs and used just overused and stupid cliche´s which often looked unintentionally funny.




The science fiction genre blossomed in 2013. "Star Trek into Darkness" let the audience virtually visit futuristic cities, alien landscapes and participate on breathtaking trips into outer space -  cutting edge action cinema and a hell lot of fun. The super realistic science fiction thriller "Europa Report" described a human expedition to the Jupiter moon Europa with dramatic consequences. The plot, which is based on real science and partly on data acquired by the NASA, showed the bliss of deep space travels but also the risks. In contrast stayed the movie  "Her" on the earth and displayed a realistic and believable near future. The film about a lonely man who fells in love with an intelligent operating system had many ideas that could inspire the whole science fiction genre. In opposition to the popular dystopian flicks you could see a pleasant and wealthy future, a world I would like to inhabit and maybe will sometimes. "The Wall", a under rated jewel, told the story of a woman who spends a weekend in a hunting lodge in the Austrian mountains (Alpen) when suddenly an invisible wall appears and bars her from the rest of world. It was a modern Robinson Crusoe story and a beautiful meditation about a solitarily life in the nature without any human support. "Grabbers" entertained with a very special Irish version of the struggle between humans and alien monsters who want to invade earth. The film was full of funny hilarious ideas and combined the usual alien-horror topics with traditional Irish clichés -  a roller coaster of ludicrous ideas and not too shy of gory elements.

2013 was another interesting year for psychological thrillers. Steven Soderbergh´s "Side Effects" followed Hitchcock´s tradition and told the story of a young married woman who got a new experimental pill subscribed in order to deal with her depression which caused unintended and dramatic side effects. The movies greats assets were the gorgeous Rooney Mara, the exquisite Catherine Zeta-Jones and Jude Law as an analytical and cool shrink. "The Prisoners"  told about 2 fathers who try to find their abducted daughter. The film dealt with self-administered justice and turned more and more into a sinister freak show. The plot was a bit too construed but  the cinematography by Roger Deakins underlined the scariness of the plot with dark pictures in a sad grey and brown and showed a country were creeps grow like pumpkins.  The French production "In the House"  (Dans La Maison) was a fine mystery tale and blended entertainment with smart object lessons on manipulation, seduction, desire, sex, family and delivered charming discussions about art and literature. The ambiguity and a lot of surprises made the film enthralling.

Hollywood also took another look at the Mexican drug cartels. "The Counselor" told the story of an attorney, who does business with the cartel, neglecting warnings about their viciousness. Soon things go awry and the counselor and other people are sliding into a deep mess. The plot left a lot of questions open, but there were a lot of smart & philosophical lines, spiced with a bit kinkiness and cynical messages. Cameron Diaz had a memorable appearance as a delicious, but kinky and hyper-emancipated woman and Javier Bardem delivered another awesome performance, this time with a philosophical funniness.

The genre of outlaw movies got enriched by "Ain't Them Bodies Saints" about an outlaw who escapes from prison. The movie was a psychological study about sacrifice, passion, competition, stubbornness and violence.






Some movies were pure entertainment, like "The Wolf Of Wall Street" which was based on the memoirs of the New York stockbroker Jordan Belfort, who received a long prison sentence because of securities fraud, stock manipulation and money laundering. The film focused on his "hedonistic life throughout the ’80s and ’90s, consistently indulging in women, drugs and alcohol". It seemed that director Martin Scorsese and his superb ensemble had a lot of fun while shooting the "Wolf". The film didn´t waste much time on the complex financial implications, instead the flick looked like a huge party with a big hangover or a "Kindergeburtstag", which is when rich parents give a birthday party for their spoiled kids, with clowns, silly games and plenty of popcorn, marshmallows and other food. "The Wolf" translated this into the world of adults with pussies, coke and booze.

2013 also had the usual flood of comedies. I indulged in "Blue Jasmine". Woody Allen delivered a kind of cinematic dark chocolate. The master drew a thin line between comedy and tragedy and contemplated about conflicting philosophies of life, mental problems, self-deception & self-destruction. It seemed that Allan, who is a product of New York City himself, was reckoning with Manhattan´s culture of blowhards and praised instead the common people of the West Coast. "The English Teacher" showed the life in and around the class room from the educator´s perspective. The film, shot on a small budget, was a hilarious and funny cabinet piece of high ambitions, classroom mockery, betrayal and cooking sexual hormones.

Hollywood has always been fascinated by politics, especial corruption scandals, so 2013. "American Hustle", my wife´s favorite of 2013,  was set in the late 1970s and early '80s as the FBI convicted an U.S. senator, plus six members of the House of Representatives and other U.S. politicians of accepting bribes. Director David O. Russel turned this into a slick comedy about a conman and his partner who in cooperation with a FBI agent are trying to convict top politicians. The flick had at least 4 outstanding actors: Watching Christian Bale as a crafty con artist was a lot of fun, but he easily got outplayed by the superb Amy Adams as his swell partner in crime and the amazingly alterable Jennifer Lawrence, as the conman´s unstable & but glib wive. Bradley Cooper completed the quartet as a crafty FBI agent. "Broken City" focused on the struggle between economical and political power in New York City which created danger & mayhem. Mark Wahlberg, Russell Crowe and the elegant Catherine Zeta-Jones made this movie highly watchable. "Dallas Buyers Club" had a different approach to politics. The film told the true life story of Ron Woodroof, who in the 1980s was diagnosed with HIV and was given 30 days to live. He started smuggling anti-viral medications from all over the world, which were still unapproved, for his own treatment and created the "Dallas Buyers Club" providing its paying members with these alternative treatments. The movie showed how a determined and savvy man fights for his life and is doing good for a lot of others, but he had to struggle against a rigid & outmoded law system and against an arrogant & hypocritical bureaucracy. Matthew McConaughey, as Ron, showed how this character grew on his challenges. Jared Leto as a HIV positive transvestite also was quite impressive. "Dallas Buyers Club" was an entertaining biopic and a compelling retrospective on an episode of the history of medicine.



The movie year 2013 also offered a lot of sex and erotics (not always identical). The psychological drama "Blue Is The Warmest Color" got the most public attention. It showed an intense relationship between 2 girls - garnished with generous filmed sex scenes. The way they were teasing, stimulating and exploring each other was highly esthetically.  The newcomer Adèle Exarchopoulos was a canvas for the emotional awakening of a teenager. Her curiosity and her hunger for life, food & sex defined the movie. The British film "The Look Of Love" about an entrepreneur who build an empire, centered around strip clubs and soft-porn magazines was an entertaining study about an egotistical person who pursues his libertarian and hedonistic Weltanschauung with little empathy for the need of others. The film showed lot´s of amazing naked women which was appropriate for this issue. The sex was tasteful photographed and cinematographer Hubert Taczanowski & editor Mags Arnold fabricated an amusing kaleidoscope of  "Swinging London" and the British capital´s further cultural advance. "Lovelace" focused on the deep throat artist Linda Lovelace while making the hard core porn flick "Deep Throat" (1972) that transformed her into the world`s most famous porn star and into an icon of the sexual revolution. It was a very decent movie and a well-made study about an abused woman and delivered a perfect mixture of entertainment, provocation and thoughtful reflection.
"Afternoon Delight" told an episode in the life of Rachel, who is around 40. Hoping to treat her marriage and to rekindle her sex drive she visits a strip club where she gets a lap dance by a young stripper & prostitute. Rachel develops some social interest and curiosity in the girl and invites her to life in her home for some time, together with her husband and a toddler. This causes a lot of confusion, irritations and complications in Rachel`s social environment which is conservative jewish. "Afternoon Delight" was a tale about an intruder in a rigid world and an amusing study about a woman who wants to discover new sights of herself.



The most underrated movie 2013 was  "The Lone Ranger", a surrealistic Western movie which described a kind of an alternative history - maybe set in a parallel universe that is close to ours but not really. There were some events possible there which aren´t here. And some things were different and weird, like rabbits, horses and crows. But "Ranger" also dealed with some of the dark parts of U.S. history in our universe and the fact that the native Americans got cheated, murdered and deprived of their land, their rights and their existence. I indulged in the gorgeous cinematography that created fascinated tableaus of the "Wild West". I agree with Mark Hughes of Forbes magazine who commented, " it's about a hundred times better than you think it is. It’s a wonderful movie."



The disappointment of the year was "Elysium", starring Jodie Foster & Matt Damon. It showed a rich elite living on a protected space station in a close orbit around the earth, while the rest of the humanity spend their life on an impoverished earth. It could have been an interesting topic, as for instance the Justin Timberlake thriller "In Time" (2011) showed. But the makers delivered just an action movie to entertain unaspiring adolescents. The audience didn´t learn much about Elysium and the alleged superior technology & lifestyle. Instead the picture was full of fight scenes in the dust. Elysium wasn´t science fiction, there was no gram science in it, the audience instead got a bad rip off of "Mad Max".
I also found "The Great Gatsby" underwhelming. Maybe my expectation had been too high after all the buzz created by a well oiled marketing campaign. I couldn`t see the outrageous wealth this Gatsby allegedly had, "The Wolf of Wall Street" was much more convincing in this respect.



Monday, January 6, 2014

Stock Market: Viva La Long Term Thinking

(Drivebycuriosity) - "Long term thinking is dead", claims Morgan Housel from the influential online service "The Motley Fool" (fool.com). His article got often reposted. I think he has some interesting arguments, but I disagree.

Yes, there are tons of gamblers in the market, calling themselves traders, who don´t care about the future. They may include the majority of fund managers - especially the hedge fund managers. These people have an extremely short time horizon. They want profits now. They don´t care about the future and they hate when a company invests money because that will reduce her profit now. This now thinking is a problem for the whole economy because it hampers investing in interesting ideas and slows the technological progress.

But there are important exceptions. You may take a look at Amazon.com. Last quarter the company reported a loss, but the stock gained since then around 20%  Analysts expect that Amazon earned just 73 Cents per share in 2013 and predict a profit of $2.64 per share for this year. Thus the stock costs more than 100-times the expected earnings for this year.


It seems that Amazon investors trust CEO Jeff Bezos who is sacrificing profits now and invests tons of money to keep the company growing. Amazon.com spends billions of dollars for fulfillment centers around the world, global data banks for cloud computing  (cheap computer capacities for customers) and thousands of software engineers to become much larger. E-commerce is still in its infancy and has still a huge growth potential, especially on the overseas markets. Maybe one day Amazon.com will become for the whole world what Walmart is now for the U.S.

And there are more examples. Investors in Netflix, which costs more than 80-times the expected profit for this year ($4.03 per share), seem to believe that some day the company will feed the global hunger for digital delivered movies and TV entertainment. Maybe Tesla, with a stock price of $147 (expected profit 2014: $1.50 per share), could rise to a player on the global car market, in the same league with General Motors, Volkswagen and Toyota. 3D Systems, maker of 3D printers which costs around 70 times of the predicted 2014 profit ($1.29), could advance to a leader of a new industrial revolution. Many investors believe in Twitter and pay $66 for the stock, even with an expected loss in this year (minus 4 Cents per).


I believe we are living in a great time for long term thinkers. It seems that we are now experiencing a new technology boom. Consumers love smartphones, tablets, e-book readers, game consoles and other high tech devices. Those gadgets, which didn´t even exist in the year 2000, are rapidly getting better and more alluring thanks to new apps and other software. Many digital devices can be used to access the Internet which leads to the mobilization of the World Wide Net. This raises the number of its frequent users sharply - and not just in the industrialized countries. Thanks to this easy access people worldwide are spending much more time and money on the Internet for E-commerce and other services. Millions of people are using Internet and other incarnations of software to organize shopping, leisure time, traveling, dating, eating out and more.

And there is more. Rapid advances in software & Internet (including cloud computing), robotics, 3D printing, nanotechnology, genetic engineering and other technologies will raise the productivity of the companies significantly and create new markets translating in climbing company profits and gains on the stock market.

As an individual investor I am free to ignore the gamblers and the daily noise. I can stick to my ideas and views of the future and wait patiently till my long-term investments are ripe.

Viva la long term thinking.

Disclsoure: I am an investor in Amazon.com.

Saturday, January 4, 2014

Culture: Street Art - Freedom Of Expression II

(Drivebycuriosity) - I am a connoisseur of street art. Especially in South Manhattan, where I live, there is so much to see and there is a lot change. Almost every day a new murals, graffiti or stencil appears & disappears.



Therefore I started a series, called "freedom of expression" (driveby). I want to report continuously about new developments especially - but not exclusively - in the New York street art scene to show the creativity and the special aesthetic there.



Enjoy.

Friday, January 3, 2014

Movies: Her

 

(Drivebycuriosity) - Software is becoming more and more important in our life. Computer programs (including operating systems of smartphones, tablets and similar devices) are advancing with an accelerating speed, getting better and better. Maybe sometimes software will develop into an artificial intelligence (AI), a computer program which is learning, adapting and able to communicate and to understand its environment. No wonder that A.I. stars in many science fiction books & movies like  "2001: A Space Odyssey", "Dark Star", "Westworld", "Blade Runner", "Alien", "A.I." and more.

The movie "Her" offers an interesting variation of the AI genre (imdb). Director Spike Jonze, who also wrote the script, tells about a lonely man who fells in love with an intelligent operating system, called "Samantha" (with the voice of Scarlett Johansson).

I don´t really believe in love between a man and a software. I don´t think that a operating system is really a feminine being, a "her".  You can not touch, smell and taste it. Dating an operating system is pathetic. But I enjoyed the film anyway. There are so many ideas about a possible (near) future, that could inspire the whole science fiction genre. I was fascinated by the extreme speed how the AI ("her") was "thinking" and learning, using the almost infinite knowledge of the cloud (access to a global network of  computers). I was impressed how fast the AI advanced and progressed, changing its identity.





The cinematography displayed a realistic and believable near future. You can see a technology which is often an extrapolation of already existing gadgets like iPad, Siri (vice responding software), game consoles & TV controlled by hand gestures, 3d projections. And Spike Jonzes merged the skylines of Lost Angeles and Shanghai to a fascinating cityscape. In contrast to the popular dystopian movies you can see a pleasant and wealthy future, a world I would like to inhabit and maybe will sometimes.

"Her" is an entertaining glance into a possible future even with a not really convincing love story.




Wednesday, January 1, 2014

Stock Market: 2014 - Another Year Of The Bull?

(Drivebycuriosity) - Hollywood loves serials, almost every blockbuster leads to a sequel. Maybe Wall Street does that too. Maybe the U.S. stock market will deliver a sequel to the blockbuster year 2013 (S&P 500 plus 30%). Will the rally of 2013 continue in 2014?

Nobody has a crystal ball to answer this question. But there is a high probability that the positive developments of 2013 will continue this year. The trend maybe your friend.

It seems the U.S. economy entered a virtuous circle. The job market is healing, creating more income, and the falling jobless rates reduces the risk of losing ones job and raises the optimism of the consumers & investors. The stock market rally and climbing home prices both lift the wealth of many Americans which causes them to spend more (wealth effect). Rising consumer spending translates into climbing company profits and a strengthening of the economic upswing which should lead to more gains on stock & home markets.

The U.S. economy also could get some tailwinds from the recovering economy in Europe. The headwinds from (rising) interest rates should be contained thanks to the wary monetary policy of Janet Yellen and the U.S. Federal Reserve. The rising U.S. oil production also should keep the oil price at bay.



What does that mean for the stock market in 2014? Last year the valuation of the S&P 500 has swelled to almost 17 from 14, meaning that the stock market costs now around 17-times the trailing 12-month earnings ($108) (bloomberg  advisorperspectives). This is a return to the historical average valuation and a comeback from the depressed valuations of 2011 and 2012.

History shows that stock markets often tend to over or under shoot the historical average. What if when companying earnings will rise this 10% to $119 thanks to the stronger global economy and high company spending (investments) of the recent years? What if when investors get more optimistic and the S&P 500 valuation will expand to say 19 - as it often has done in the past? Then the S&P 500 would climb onto 2,260 points. This would be another gain of around 22%.

Happy New Year to everyone!







Tuesday, December 31, 2013

Movies: American Hustle

 

(Drivebycuriosity) - Politics and business are often inseparable entwined. There are corruption scandals almost everywhere. In the late 1970s and early '80s the FBI convicted an U.S. senator, plus six members of the House of Representatives and other U.S. politicians of accepting bribes (Abscam scandal wikipedia).

The movie "American Hustles" is based on this scandal. Director David O. Russel and co-screenwriter Eric Singer enlaced a slick comedy about a conman and his partner who in cooperation with a FBI agent are trying to convict top politicians (imdb). The flick blends capers with politics into a delicious & sly melange.



"American Hustles"  lives from its phenomenal cast. There are at least 4 outstanding actors: Watching Christian Bale as a crafty con artist is a lot of fun, but he easily gets outplayed by the superb Amy Adams as his swell partner in crime and the amazingly alterable Jennifer Lawrence, as the conman´s unstable & but glib wive. With Bradley Cooper, as a crafty FBI agent, they worked together and shaped a perfect circle of scheming. 

American Hustles" proves that big Hollywood cinema can be intelligent and highly entertaining as well.

Sunday, December 29, 2013

Movies 2013: An Alternative Top 10 List

(Drivebycuriosity) - Here are my 10 favorite movies from 2013 which might be not really mainstream cinema:

I don´t have a clear number one, but there are 3 films on the top of my list:

Gravity, by director Alfonso Cuarón. The drama is pure cinema magic and might be the first film that lets us experience awe and horror of space travel while sitting in a cinema theater. Cuarón, who also was co-writer, co-producer and editor of "Gravity", shows what modern cinema is capable to. The audience gets sucked into a cinematic maelstrom thanks to cutting-edge special effects and advanced 3D techniques (driveby).


Stoker, by Chan-wook Park. The complex mystery thriller has many different layers: The film can be seen as a coming of age story, as a subtile vampire tale, a very special  family film or as a cynical fairy tale about people who behave far outside the boundaries of the common world. I also  fell in love with the magic of the camera. Park and his cinematographer Chung-hoon Chung delivered amazing compositions of picture and color (driveby).

Trance, by Danny Boyle. The eclectic British film director, who has a reputation for challenging movies since "Train Spotting", delivered again a film which could stir and provoke you. This time he focused on psychology and the mysteries of the unconscious mind. Boyle and his cinematographer Anthony Dod take the audience on a psychedelic trip and create a furious dance of pictures which could make you drunk (driveby).






There are some movies I liked almost as much:

Kiss Of The Damned, by Xan Cassavetes. This erotical masterpiece of the vampire genre tells us about living forever, having strange powers, being not able to see the sun. The film is a stylish exercise about eternal desire, passion, thrill & gore - and pure fun. The superb cinematography captures the sinister but alluring ambience with intoxicating pictures. Joséphine de La Baume & Roxane Mesquida are gorgeous vampires and demonstrate why this genre is loved by so many cineasts (driveby).

Ain't Them Bodies Saints, by David Lowery. The story about an outlaw who escapes from prison is also a psychological study about sacrifice, passion, competition, stubbornness and violence (driveby).

Europa Report, by Sebastián Cordero. The super realistic science fiction thriller describes a human expedition to the Jupiter moon Europa with dramatic consequences. The plot, which is based on real science and partly on data acquired by the NASA, shows the bliss of deep space travels but also the risks (driveby).

Blue Jasmine, by Woody Allen. The master draws a thin line between comedy and tragedy. The movie is a dark tale about conflicting philosophies of life,  mental problems, self-deception & self-destruction. It seems that Woody Allan, who is a product of New York City himself, was reckoning with Manhattan´s culture of blowhards and praised instead the common people of the West Coast. The film is very dark chocolate for cineasts (driveby).



There were at least 3 foreign language movies which also belong into my 10 top ten:

Blue Is The Warmest Color, by Abdellatif Kechiche (French). The love story between 2 girls - garnished with generous filmed sex scenes -  also is a psychological drama about pleasures and pains of an intense relationship. Their exchange of pleasure and the way they were teasing, stimulating and exploring each other is highly esthetic.  The newcomer Adèle Exarchopoulos is a canvas for the emotional awakening of a teenager. Her curiosity and her hunger for life, food & sex defines the movie (driveby).

In The House (Dans La Maison), by François Ozon, (French) is a fine mystery tale which blends entertainment with smart object lessons on manipulation, seduction, desire, sex, family and delivers charming discussions about art and literature. The ambiguity and a lot of surprises make the film enthralling (driveby).

The Wall (Die Wand), by Julian Pölsler. The Austrian film tells the story of a woman who spends a weekend in a hunting lodge in the Austrian mountains (Alpen) when suddenly an invisible wall appears and bars her from the rest of world. It is a modern Robinson Crusoe story. Alone, just accompanied by a dog and a cow, this involuntary hermit has to struggle for her existence in a paltry mountain environment. The voice-over (in English) lets the audiences participate in her hopes, fears & philosophies. "Die Wand" is a beautiful meditation about a solitarily life in the nature without any human support (driveby).