I'm still in Ohio, so posts are a bit slow and light.
So much fluff, wind and bs on Babblevision and everywhere else. I try to focus on key facts since I'm not a trader. My time frame is one year. Even if a trade can make money ST, in my experience I can lose more in the combination of taxes and losing my position date stamps that let me take advantage of future rips up.
I focus on core inflation, the Fed, jobs and unemployment claims and GDP. After that I just listen and think and try to synthesize a picture of how the world economy is, what its momentum is and how it will evolve under existing and foreseen forces. I could explain this process better using analogies to quantum path integrals of a global economic Lagrangian, but that might not be a "simple" analogy, hence not helpful. Hehehe :-)
Well, that's how I think about the world, in truth.
Still doing nothing. The CPI was OK, the INTC earnings were OK. Fear still rules.
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51 comments:
no rinse at the open?
dougie and cramer looking for a bounce?
TO crying in support of his QB?
pac man bounching a woman at a strip club?
evolution is a myth?
what a country
Consumer prices rose by 4.1 percent for all of 2007
HA!
try at least 7%. but that may be mute. i totally agree with volcker. ben inherited a lot of bubbles.
seeing real creative destruction, which is deflationary.
women i worked with had her car repopped yesterday at work. she missed one payment and has bad credit, in general. funny thing is, she already sent the money in.
my how the pedlum has swung. in early 2006 she probably cud have gotten a mortgage for 500k with no money down.
QQQQ trading back to 46 as noted before INTC's report...ops expo indeed...events of a fed nature pins us at 47?...odd no?
Bud...Mitt the man...we have so many good canidates it's hard to decide...just get the hildog in there, anyone can beat her.
Mern still the infaltion fighter, oh my...driving using the rear view mirror is very fed like...that is code for wrong.
mite wanna re read me, there frosty. saying it may be mute, and deflationary as creative destruction is finally here.
my main pt is, the govts data is total and complete BS.
listen to companys and not the govt.
Mitt is an idiot. says MI can get thier cushy union jobs back, that nonsense. mccain is speaking da truth, those jobs are gonna forever, so u better evolve.
volcker sounds like he slamming elmer more than ben, imo
frosty the fact that everything people like me have been saying since 2006 is now in play, makes me more bullish longer term.
inflation will roll over if the avg american comes to grips with reality and stops living above their finances.
agree with volcker. while the media says he is poking at ben he clearly pointing out greenspans insanity.
is this a recession?
gimme a break frosty
GOP is so pathetic
huckabee want to change the constituion according to "God's law"
'so many good candidates'
lmaoooooooooooooooooooooo
given bus inventories, imho. late this yr the govt will revise the data to show the 4th q of 07 and 1st of 08 was a recession and it is probably over 3/31, according to thier data.
in the real world the recession started in july or august and shud end this summer.
i asked cindy last nite about how HSBC is doing with mortgages and she said it doesnt seem to be getting worse and maybe a tad better. id say she has a very gud look at what is going on with the country from her perch.
she bonused again.
i mite just become mister mom!
i feel comfortable letting a women take care of me.
LOL
no inflation ... I just got a flat tire fixed here in SE Ohio for ... $10.
hukabee as some gud ideas but anyone who believes in creationism borders on retarded. it is like after columbus came over this way, and sticking to the world is flat thesis.
bud still cant see why u like hildog over obama. u have more in common with obama, ie skin color, religion (muslim), drug preferences (cocaine). what am i missing?
Mitt sounds smart and he's honest. I mjight have to send him a rich man's vote ... aka a check.
i like obama alot
but i'm in love with hillary!!!!!!
ps...... where are you Ben?
The female clerk told police that a man came into the store with a semiautomatic handgun, grabbed her hair and demanded cash and cigarettes before handing her a white cloth bag.
The clerk said that as she retrieved the cigarettes she heard a gunshot and turned to confront the man, who yelled that he had shot himself.
"The bullet traveled through his right testicle ... and then into the bottom part of his leg," Kokomo police Lt. Don Whitehead said.
guess his name in jail will be "one nut"
LOL!
that's interesting on mitt Bman
what happened to 'hogs at the trough'
Bud what kills me is we elected W, not once, but twice...and for some reason you think americans are much smarter now? the same people vote that have tripped over each other to bid up house prices with zero down teaser rate loans they can't repay...they asses are in such a sling of course the come to jesus card still plays and they will all vote the wallet come Nov and the GOP is a lock...liberals will be sent packing, the set up is almost perfect.
Mitt sure sounds like he cares about the common man.......lying to michigan voters........."your jobs are coming back"
at least mccain was honest with them....he said some jobs are never comin back t michigan
mitt saying michigan can regain its manufacturing base. id say the chances of that r slim to none and slim left town about 10 yrs ago.
at least mccain is honest about that fact
mccain/volcker in 08! that wud be a great ticket. fiscal discipline and war hungry. that wud get the economy going. get the draft back going and thin out the worlds population. we shud be fighting in korea, afghanistan, iraq, iran, gaza, pakistan, sudan, saudi arabia, egypt, pakistan and france.
nice the realor in that piece is losing his home.
frosty is right, 80% of people r simply retarded. im pretty retarded, but am comfortable with that.
im going to WMT to get some depends, im really regressing here. next is breast feeding. this is great, im being treated like a child but im old enuff to appreciate it.
:-)
$ ripping after ecb said they may cut. stocks following the $, heading higher.
time to put the carry trade back on?
hildog on cnbc.
this is a women?
as dumb as she sounds, she is smarter than bush.
hildog, bush whats the difference. i really dont want to see it go down like this
bush, clinton, clinton, bush, bush, clinton.
only one worse than her is hukabee
lolol Hillary wants to freeze interest rates. What a fool !
my god she is complaining about CFC.
what did she do about it in 2003-2006 when it was so obvious this wud be the result?
this was so obviously the result, that anyone in DC bitching about it now, that has been there any length of time: guess what, u r part of the problem, leave now!
Mit had a good idea in Michiagn - the gov't should pay for mandated R&D by auto companies.
Sheesh. Gov't pays for defense R&D, why not car mileage R&D for CAFE mandates, etc.
mern I must say you are one of the funniest dudes ever....
because the govt has no business getting involved in the private sector. everything they touch gets worse.
i dont want them involved in stocks, real estate or private sectors. our govt is more bloated that frosty, after the hawks lost on saturday.
burp
cindy is making me dippy eggs as we speak,and cutting the edges off my toast.
ROFL, mfl
i luv it. dolphins and parcells just raped the cowboys. now if jones just lets garrett go to baltimore, they will die.
die TO die!
yes would should freeze rates on everything and withdraw from world markets, well because it is just to darn hard to do the right thing...I'm good enough, smart enough and gosh darn, people just like me...hildog.
lol, stuart smalley saves his family is a classic!
This partisan nonsense and predictable platitudes of this presidential campaign does not augur well for the nation, and I fear none of the candidates of either party is capable of extricating us from the mess their partisan politics have created
lou dobbs, nails it.
dougie really bullish, shorting the long end.
he is usually (actually almost always) 4 to 5 innings early with his musings
apparently frosty wants me to bitch-clap him some more
after the last couple days i felt bad for the little pussy............guess he wants it again
mern.....get a job
or a hobby
well we r going to the club. hit some balls, and the hot tub.
working is for suckers, like the warden.
better make sure she paid our dues this month.
lol bud. i have a hobby. its called getting fucked up!
i bought this 420 cleaner for my bong. man that stuff works great.
the cheeba tastes great today.
now where is my valuim?
Bud...I have already set you down today on three belt high fast balls...you can't even get the bat off your shoulder today...sounds to me like you need a klenex so you and hildog can have a good cry...bitch slap indeed.
Bunkerman...have my spring sportmans guide catalog...some great deals: 30-06 full metal jacket 31 cents a round and 9mm 14.5 cents...quantities may be limited, check their web sportmansguide.com.
Bunkerman...have my spring sportmans guide catalog...some great deals: 30-06 full metal jacket 31 cents a round and 9mm 14.5 cents...quantities may be limited, check their web sportmansguide.com.
Ops Expo is an illusion that cannot be gamed...the market is moving on the news of the day...CNBC, what would we do without you.
ops expo....what are you talkin about?
PS........what time is the rate cut?
Bud...the length of your attention span rivals that of your johnson :)
Bud...just go buy WM on the close and stop the tears.
Bunkerman do you have an interest in adding exposure down here, given a year long time frame? Thanks sir...
WM
lmaooooooooooo
that's crap
goin to zero
WM reports in the morning just in case anyone else reads here beside Bud.
American Idol from philly last night.......merns pals..not sooo good..(except the angel from Selma Ore)..CKXE..sayin..last year for Idol?
lol, i shit my pants playin golf
ohhh frosty ... sprotsman guide won"t ship to Massachusetts ... we have a proto-fascist state here.
But I already have plenty of those cartridges stockpiled in my bunker. Thanks.
If you see any .308 for under $150/K, let me know. I need about 10K to feed my 1919s for the next few years. The stockpile is low there. I can make arrangments for special big shipments buy the pallet :-))
the '60 loves clean .308, too :-))
yes, mfl I am noodling over many, many adds. I'd like to get my fear of another Fed betrayal eliminated, though, so might wait until the Jan meeting.
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