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February 2011



I'm not in love with the market here.

February 28, 2011 – Comments (22)

First and foremost, I am tired of token hot women on CNBC.  Really?  I mean, REALLY?  Second, I am not to be considered a great market timer.  I accept that at this time I do not have the experience to manage that kind of feat.    [more]



The world won't end. For real, it won't.

February 27, 2011 – Comments (35)

My last blog sure raised more of a ruckus than I thought.  I thank everybody who replied, and while I skimmed in the last hour the replies, i cannot have time tonight to reply to all 100 folks.  In writing that blog, and my blog about "fighting the cult of negativity", in no way was I trying to mock the bears or refute the fact that they have gotten alot of stuff right.  And, ... to my personal loss, I am hardly a permabull.  To date I'd be considerably better off if I hadn't been cautious over my time in the market.  Forget reading my old blogs, just scan the titles and that will be clear.    [more]



Look... the world is ALWAYS ending

February 24, 2011 – Comments (112)

I have come to the conclusion that if one is to participate in the markets, you will be exposed to wild end-of-days theories and discussions on a daily basis.  It will simply be a part of your life.  As I have thought about it more and more for the last couple of weeks since a friend told me she thought I got moody when I read stock stuf, two good things have happened.  First, something or other inspired me to go back and read my best blogs (probably ever) if by "best" you mean "ones you and others could have made the most money on", which reminded me how caustic, arrogant and irritating the bears were in early 2009, how stunningly wrong they were, and how not one of them has ever posted a thread like "how we got it all wrong" or "sorry if i scared you out of the markets just before a 100% rally".  Just more anger and ABSOLUTE statements, usually about Ben Bernanke, who is at fault, for all things.  Including people rebelling against dictators and the price of a champagne bottle at XS nightclub.  And the fact that their neighbor has a nicer lawn.  And for spoiling their milk and leaving the water running while they were at work.  Alot of other stuff too.    [more]



I am not fighting crude

February 23, 2011 – Comments (22)

Coming up soon:  Fighting the Cult of Negativity part 2:  the world is always ending.  But first, my thoughts on this dip.    [more]



Fighting the cult of negativity, some realistic views on inflation

February 22, 2011 – Comments (43)

In my entire 25 months of participating in the markets, and in the CAPs blogs (and also yahoo message boards for specific stocks, although I participate alot less now than I used to on the YMBs, as I am not making many new stock picks) I have been overwhelmed by the negativity.  In all of scope, consistency, and intensity it is remarkable.    [more]



Did wall street actually get bailed out?

February 16, 2011 – Comments (10)

I am sorry to post twice in the same day, I am sure everybody gets sick of listening to be yap, lol. It is commonly stated that wall street was bailed out, moral hazard galore gave free passes to investors and to banksters and all of that.    [more]



Analysis of le portfolio de checkliste`

February 15, 2011 – Comments (22)

For the heck of it I thought I'd post my investments.  For the most part its still a collection of stuff I bought in the first 3 months of 2009.  And for the most part tahts a giant stack of financials.    [more]



The premise that our education system is based on is out of date

February 14, 2011 – Comments (17)

I have a long standing accord with my son wherein if he gets A's and B's in his classes, while doing his own work and taking responsibility for it (unless he needs some help, in which case I help, but its his job to get it done and keep track of it and so forth) he gets the freedom of an adult, almost, at home.  In essence, if he handles his own schoolwork and gets the grades, I don't tell him he can't play video games, I don't tell him when he has to do it at night, I don't make him go to bed earlier than he needs to to sleep until he wakes up without an alarm, if he wants to sit and play guitar or drums for 2 hours thats fine, etc.  Obviously he has to shower, brush his teeth, and excercise sometimes, but those are things society demands of adults anyway.    [more]



A proposed heirarchy of stock performance in an inflationary environment

February 10, 2011 – Comments (12)

First and foremost, this blog is going to be directly on-topic.  But in keeping with my general blogging habits, I must start a bit off topic.  lol.  I want to give a shout out to Doug Kass.  He twits and blogs many times a day (dozens?) and many of those posts have links to older posts of his, sometimes years older, which has long led me to believe that he can remember somehow all of his old posts.  It took me 20 minutes and eventually I turned to google to find this old post, which is related to todays topic:  [more]



A thought on why employment might not be crushing the markets

February 09, 2011 – Comments (18)

Improvement in employment has certainly been a substantial dissapointment in this recovery.  I can't imagine even the most polyanna of permabulls feeling good about the economy being essentially unable to create new jobs more than a year and a half after the recession ended.    [more]



A thought on the human condition

February 07, 2011 – Comments (18)

I have a friend, we'll call him Joe Bob.  JB is a nice guy, fun to argue with, smart and fairly insightful, whatever.  He is married, I don't know his wife all that well, but she seems like a pretty good catch.  He's got a job, working for one of his buddies for a modest but decent wage (frankly, well higher than his buddy would need to pay someone to take the job).  He has a house, nice place, not too expensive, minimal down payment, mortgage, wife works some job at some bank or other.     [more]

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