It's a $400,000 day in the Bay Area. Indian summer and days like today are why your house is worth $400K more than one where the weather is going bad... 

Charts and tables up. If you check out my percentages in the various funds you will see that I committed a little more money into stocks and outa cash last week. The last two and a half years, I was pretty much head down and WFO in five stock funds and everything was fine. I was all GIC a coupla three weeks into the May crater '06 and that was cool. But I got overly cautious when we hit bottom and the Mid East went up in flames. I was late getting back in and the last six months have been pretty limp. Again, if things had gone to hell in a handbasket, my discipline woulda seen me through. But the market is on fire, I caught some of it and there may be more to go into the holiday season. So I've edged more into stocks and less in cash. But the last GDP number was pretty limp too. So if business gets soft, maybe the Fed will cut or at least not raise any more. And that'll mean a soft dollar. And that brings us to another issue. Look at the charts and this year's 401a worksheet on my web page. I've let 5 funds carry the load for the last two years. Two of them have been my main horses and I'm heavy into them going into this year's holiday season. But the EuroPacific fund is almost as hot as the small cap and hotter than the domestic growth fund and a falling dollar would give the return a boost. So it got the nod. But I'm concentrated in three funds and that means I gotta watch and act immediately and ruthlessly if the market turns on me. So, up 34% in a little over two years means I gotta go the extra mile to keep it as well as to make it. That's the way the world I live in works. Know what I mean, Vern? Nomination time. See ya at the hall.
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