IBM crushes estimates and guides up.
World PC demand grows 12% in Q1.
Ebay beats estimates.
S&P 500 made large gains on higher volume.
JPMorgan says credit crisis almost over.
Mark Mobius ditto.
But bears are out there, waiting for an opening to attack. So buy only on dips.
Alpha Fund is about 150% long; Krypto Fund has stocks overweight, bonds underweight, real estate & gold at standard levels.
I have serious seller's remorse on rail BNI. On MLK day turmoil I took a loss on that holding to reinforce my banks. So far, that is a wrong move. Time will tell, but I think I made an error that day.
Words of the Day
"Apposite" - adjective [$10]
Apposite means highly pertinent or appropriate.
Sentence: As persons in positions with considerable insight into credit market conditions, statements of JPM, Mobius, and the CEOs of Lehman and Goldman that credit turmoil is almost over seem highly apposite for cautious investors.
"Interlunation" - noun [$100]; and "Interlunary" - adjective [$100]
Interlunation means the interlunary period.
Interlunary means pertaining to the Moon's monthly period of invisibility between the old moon and the new moon.
Sentence: (A) Earnings season marks the end of the market's interlunation as investors get hard data points and outlooks from corporations so they can access future prospects. (B) [from Shelly's "Defense of Poetry" ] "Poetry ... arrests the vanishing apparitions which haunt the interlunations of life ..."
"Hierophant" - noun [$10]
Hierophant means 1. [Greek Antiquity] an initiating or presiding priest; an official interpreter of sacred mysteries; 2. an interpreter of sacred mysteries or any esoteric principle.
Sentence: (A) Babblevsion displays many market hierophants daily, but most are charlatans and oddly, they rarely check the track record beyond a cursory look. (B) [again from Shelley's "Defense of Poetry"] "Poets are the hierophants of an unapprehended inspiration ..."
Both the aforementioned quotes from Shelley's "Defense of Poetry" were taken from the book, "Truth and Beauty" by S. Chandrasekhar, who was a Nobel laureate astrophysicist.
About Me
- Bunkerman
- I have a pioneer mentality. My wife & I live in the woods - neighbors aren't visible except slightly in winter. Our "bunker" - hehe, really a fine home & barn - has plenty of security. We have four dogs: Krypto (age 9, Kelpie), Ava (age 13, Rat Terrier), Sky (Kelpie, age 5) and Lucky Star (age 1, kelpie). I don't take crap from anyone anymore, having enough resources & gear stocked up to survive in any circumstance. I have three degrees from Harvard including a Ph. D. in a physical science, and an MS in Management from MIT. I worked as an investment banker for about 25 years, mainly in secured finance, at three major Wall Street firms and for the last 17 years with my partners at our own firm. I'm semi-retired now, managing some private corporations and business interests and doing my own trading & investing. This is not to boast, but to give you an idea I know a little about some subjects from experience. The photo is my 1943 M16 half-track which I am restoring. These armored vehicles were ubiquitous in the US Army in World War II and Korea. It's driveable.
39 comments:
Bunkerman...bears plenty to protect, pressed up against a big break out level...buy the dips indeed sir...you has a new list of buys for the coming dip?
Congrats out to mfl young Nicholas born last night...7lbs 7oz...everything great!!!.....
I need a couple more moderate sized longs; haven't looked due to taxes until now.
Obviously, though, I like what I own: GE, big fins, GOOG, AAPL, EDU.
I'd like another exporter. Mrs. B got some ITW at a good price recently. KO, BA, HBC too.
great news ! congrats mfl !
2028, the knights win the BCS, led my middle linebacker Nike MLF59.
bosox look to stomp on the yanks wang...strike back as if Bud were on the mound...long year ahead in beantown and well....u know.
Timlin on payroll..whats an extra coupla million...we'll pay for him with the Pope at the stadium Sunday.....
Dear Sal...did we win the debate last night...no, but I think I looked slightly less off base than obmayomama...hope most americans were watching the yanks game or were are dead...send mo money now, we need to fire up the smoke screen.
i tried to watch the debate last nite.
then hillary started to talk. flipped on family guy reruns
Mern, how we leaning going into the GOOG earnings...expectations a low as I can reacll.
wow...did I type those entries with my elbows...no wonder Bud needs an interpitor.
GOOG earnings? WTF r u talking about?
i dont speak spanish or tape.
is the market up or down today?
blood pressure 120 over 75.
got an email today that 100% of the prime broker division is being retained.
so im guessing this job is safe for at least 2 more weeks.
back to my tps reports.
frosty do you really think your posts are funny?
cuz you're not
your posts are lame and not witty or humorous at all
Hillary looked gorgeous last nite
i had a boner all thru the debate
die Obama die !!!!!
Bud a few strikes to watch...75 AMZN CAT DRYS....BNI 95...know how you luv ops expo's.
who opened up the whoopassth tinder box?..lol
explain to me what that means?
AMZN is goin to 75? BNI 95?
is that what you sayin?
"Hillary looked gorgeous last nite"
jesus christ, how drunk were u last nite?
or u eat a 10 pack of beans and wash it down with an 8 ball?
id definitely get my freak on with pelosi before bilarry.
i suppose if she tucked her nutt sack back and threw on some more rouse, hildog cud maybe pass for an ugly post graduate student from mount holy oak.
"tito bring me a tissue. Jermaine, stop crying"
LOL!
READER POLL
How would you rate ABC's debate questions?
The network's Charlie Gibson and George Stephanopolous asked and the candidates answered. Choose the response below that best matches your opinion.
Excellent. Character issues matter as much as policy issues.
190 (6.4%)
Good. I wanted explanations from the candidates.
126 (4.3%)
Disappointing. The big issues were ignored for an hour.
897 (30.3%)
Terrible. All the "he said, she said" was a waste of time.
1585 (53.6%)
Can't say. I tried to watch but it was just too annoying / boring.
74 (2.5%)
Don't know / don't care / didn't watch
85 (2.9%)
Total votes = 2957
thats how the peeps in philly saw the debate.
i suppose the he said, she said is gud for big mac.
how sad r the dems if they cant win this one?
Hey Bunk..Have you fired up the halftrack lately?...
Bunkerman...that TLT couldn't find a bid last May...repeat 08', break of that weekly uptrend looks like a lock...shouldn't we be hammering it...when your done playing with your tools.
no spin, half-track has been parked awhile. I think this summer it will be on the move. My barn is being renovated so I can work in it easier. Before had to much junk on the floor.
I guess "we" should, but I'm pretty long ... hmmm maybe a TLT short could be my next "stock" ... thinking ...
uh ... I was outside with the dogs enjoying the weather.
started a short in TLT. I figure a six month trade I'll work.
should have done it yesterday when frosty mentioned it. But I'm still recovering from taxes.
here is your mush
I LUV THAT TRADE!
np
but if i cud, i wud!!!!
still might
;-)
Bunkerman...your one and done thesis said in jest yesterday, would allow for a clean november race while Ben takes the summer off after declaring the credit crisis over...super beefer GS called the shot, Ben just needs to confirm.
long GS...Bud insists on full disclosure or he get's nasty.
i'm so busy today........and frosty throwin meatballs over the plate
if i wasn't.......major league record of 4 grand slams in 1 game wud be in jeapordy
Bud...what you think about that C 25 strike...bears getting out of the way ahead of earings firday.
Dear Sal,
Last night, Senator Obama and I had the chance to express some substantive differences on issues that affect people's lives every day: the war in Iraq, the mortgage crisis, Social Security, and rising gas prices.
I know when I stand up at a debate like last night, I'm speaking not just for myself, but for everyone who has supported me in this race. I know I wouldn't be here without you, and I can't tell you how proud I am to stand with you.
This race should be decided on the merits of our ideas -- not the size of our campaign coffers. This race is still tight because people are responding to our shared values and vision.
Thanks for all you do.
Sincerely,
Hillary Rodham Clinton
she's proud of me
thank you Hillary....you are too kind
but
it is i that am proud of you........don't ever stop fighting
i got your back
spanky fantasy fuel indeed...Mern, Bud with the cheese...moving you up in the oreder after today's grand salami...very mid season billy like, what are they paying for Reggie bar's in scranton?
Bunkerman...you can sell your GOOG $500 now :)
nice trade, bman!
bud id put some out at 500
imo
hmmm good GOOG earnings. Whew ! I have a lot of that.
http://caffertyfile.blogs.cnn.com/2008/04/17/clinton-mccain-find-common-enemy/
mccain/clinton?
now that wud be funny.
i can see that now. hildog walking into the oval office every am. "hey big mac, cup o sanka for ya"
"y yes, thx u, hil!"
she pours him pure coffee and adds blow to it with some sugar, hoping for that heart attack. so she can claim what is rightfully hers.
i like dark meat!
http://caffertyfile.blogs.cnn.com/2008/04/17/clinton-mccain-find-common-enemy/
mccain/clinton?
now that wud be funny.
i can see that now. hildog walking into the oval office every am. "hey big mac, cup o sanka for ya"
"y yes, thx u, hil!"
she pours him pure coffee and adds blow to it with some sugar, hoping for that heart attack. so she can claim what is rightfully hers.
i like dark meat!
As she opens her remarks, Clinton thanks Sestak and a guest, Rear Admiral David Stone, as well as other service men and women. She spoke about her Scranton roots, and drew cheers from the students for saying the government needed to do more to help them to pay for college.
speaking about scranton at radnor HS?
anyone in radnor even know where scranton is?
before its over she will have roots in scranton, chester, philly, pitt and harrisburg. she will probably claim her great great great great great great grandfather is william penn, as well.
here is the clintons epitatah
"if the truth sux, just lie. we didnt inhale, didnt have sex with monica, dodged bullets in bosnia, and r the best futs traders of all time"
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