Seasonings Greetings, Christmas Goose, Mulled Wine And Cider, And Nutmeg Floating on the 'Nog. 

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See, It's The Whole Pension Deficit Disorder Thing.... See. Like Corporate Profits And Wages vs GDP... Visual Aids Below. Think Right Wing Corporate Political Activities Seeking A Sponsorship By Doc Johnson Enterprises. 

All of the great leaders have had one characteristic in common: it was the willingness to confront unequivocally the major anxiety of their people in their time. This, and not much else, is the essence of leadership.
-- John Kenneth Galbraith



Chartz And Table Zup @ www.joefacer.com




Gibson And Gretsch. For My Part, A Les Paul Sunburst And A Twin Reverb And Michael's Talent Under The Tree For Christmas Morning...
http://www.youtube.com/watch?v=_X0MR6mSqyA






http://www.ips-dc.org/reports/pension-deficit-disorder
80 years of Corporate Profit/GDP vs Wages/GDP


http://www.businessinsider.com/corporat ... gh-2012-11
Can We Get A Little Reversion To The Mean Here....


http://dyn.politico.com/printstory.cfm? ... AB1A39B56D
http://dyn.politico.com/printstory.cfm? ... AB1A39B56D
http://www.ritholtz.com/blog/2012/11/re ... t-century/








Two REAL Important Looks At Investing... This has been a so so year for my 401. My benchmark is the default (Balanced Pooled) fund which is a fixed mix of stocks and bonds and I'm behind it this year. I can live with that. When things got risky, I got safe. I still am way underweight stocks even though I see risk as moderate. That costs performance. Still... 6% and safety ain't bad. And I've got an 18%, an 11% and a 9% year in the last 9 years to see what I can do in a good market. Articles like these help me keep my head on straight.
http://alephblog.com/2012/11/30/if-you- ... f-in-life/
http://www.thereformedbroker.com/2012/1 ... acticians/















http://www.latimes.com/news/politics/to ... 1264.story

http://www.businessinsider.com/how-surg ... el-2012-12


http://www.businessinsider.com/profits-versus-wages
http://www.businessinsider.com/we-may-n ... ll-2012-12


http://robertreich.org/post/36892075499
http://www.businessinsider.com/republic ... cal-cliffd
http://www.theatlantic.com/health/archi ... ke/265693/




http://www.theatlantic.com/business/arc ... e/265804/#




Fuckin' "A" Tweetie Bird !!!
http://www.thereformedbroker.com/2012/1 ... stupidity/


Darkness Darkness.... or not. http://www.nytimes.com/2012/12/02/us/ho ... p&_r=0
http://www.theatlantic.com/magazine/arc ... page=true#










tuesday...
http://arstechnica.com/science/2012/12/ ... oil-spill/

Wed...
http://www.businessinsider.com/best-vie ... sa-2012-12
http://www.businessinsider.com/apple-ma ... eo-2012-12
http://www.guardian.co.uk/environment/g ... mp;index=0




Stay Tooned....







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A Death In The Family.......... It'll Be A Minimal Activity Week. Let's Stir In A Virus Sunday Eve To Wednesday (So Far, But I'm Feeling Better..) To Make It Even More Of A Downer Week.......... Maybe I'll Distract Myself Posting Here. 

For purposes of action, nothing is more useful than narrowness of thought combined with energy of will.
-- Henri Frederic Ameil






Chartz And Table Zup @ www.joefacer.com


Back to the past, in a period that was so dark but with so much promise in the future.

http://www.youtube.com/watch?NR=1&v ... =endscreen
http://www.youtube.com/watch?v=kDcJ2uLa ... re=related
http://www.youtube.com/watch?v=DGSNNgnA ... ure=fvwrel
http://www.youtube.com/watch?v=lkcKbuR2 ... ure=relmfu
http://www.youtube.com/watch?NR=1&v ... =endscreen
http://www.youtube.com/watch?v=W79Wz5T0 ... ure=relmfu
http://www.youtube.com/watch?feature=en ... M&NR=1
http://www.youtube.com/watch?v=GKf67EFl ... ure=relmfu
http://www.youtube.com/watch?v=45FRXp1a ... ure=relmfu
http://www.youtube.com/watch?v=A6pHN9OD ... ure=relmfu
http://www.youtube.com/watch?v=_X0MR6mSqyA


http://en.wikipedia.org/wiki/East-West
http://www.youtube.com/watch?v=YaV-S5ivX3E




http://www.bloomberg.com/news/2012-11-2 ... shows.html
http://www.bloomberg.com/news/2012-11-2 ... looms.html



http://www.nytimes.com/2012/11/26/opini ... e&_r=0
http://www.nytimes.com/2012/11/25/magaz ... l&_r=0


http://www.ritholtz.com/blog/2012/11/wh ... r-debtors/

Tues.
http://www.thereformedbroker.com/2012/1 ... -recovery/
http://www.businessinsider.com/grover-n ... ng-2012-11
http://www.businessinsider.com/eric-can ... on-2012-11

http://www.businessinsider.com/peoples- ... ve-2012-11



This Explains A Lot.......
http://www.businessinsider.com/why-ineq ... ma-2012-11

http://blogs.reuters.com/felix-salmon/2 ... e-edition/
http://www.advisorperspectives.com/news ... tique4.php
http://nationalinterest.org/commentary/ ... 748?page=1
http://www.latimes.com/business/la-fi-h ... 735.column

Wednesday...........
http://www.ritholtz.com/blog/2012/11/qo ... -moynihan/
http://www.theamericanconservative.com/ ... community/





Thursday.......
http://www.businessinsider.com/why-the- ... ul-2012-11

Beginner's Stuff
http://pragcap.com/everything-you-need- ... er-an-hour

http://pragcap.com/read-of-the-day-view ... er-goggles

http://www.washingtonpost.com/blogs/won ... -subprime/





80 years of corporate profit/GDP vs wages/GDP


http://www.businessinsider.com/corporat ... gh-2012-11




Stay Tooned.............









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Voting Is Your Voice. It Is A Life And Death Choice In Regard To The Dignity Of Man And The Destiny Of Tomorrow. On The Other Hand, Every Time You Vote, It Encourages A Politician. Damned If You Do, Damned If You Don't....  

"I argue very well. Ask any of my remaining friends. I can win an argument on any topic, against any opponent. People know this, and steer clear of me at parties. Often, as a sign of their great respect, they don't even invite me."
--Dave Barry




Chartz And Table Zup @ www.joefacer.com



Post election silliness.

http://www.youtube.com/watch?v=OpapdB-bCFI
http://www.youtube.com/watch?v=YyQi-1Z2 ... re=related

The Dignity Of Man, And The Destiny Of Tomorrow...
http://www.youtube.com/watch?v=Tq3NwCHm-4U










10% Stocks/90% Bonds....








http://newsandinsight.thomsonreuters.co ... +%27ANV%27
http://www.spiegel.de/international/wor ... 65295.html

Tues...

http://www.washingtonpost.com/blogs/won ... obs-arent/
http://arichlife.passionsaving.com/the- ... ever-work/


http://www.motherjones.com/politics/201 ... -committee
http://www.latimes.com/news/opinion/com ... 0246.story






• I'm not worried about the fiscal cliff because I've seen the end of Thelma and Louise and that plan worked out fine. (@upsidetrader)

WED...
http://www.bloomberg.com/news/2012-11-2 ... s-say.html

http://www.thereformedbroker.com/2012/1 ... with-that/


http://www.businessinsider.com/the-top- ... es-2012-11










Stay Tooned...




















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JEEZUS!!! I DIDN'T THINK THE ELECTION WAS EVER GONNA GET HERE!!! THANK GOD THAT'S OVER!!!!! 

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Ya get to my age, you get used to losing the old timers. You become an old timer and you get used to losing your contemporaries; I went to my first High School reunion this year and I was surrounded by geezers, and not as many as there shoulda been. But when you lose one of the younger guys, it ain't expected and it stings. RIP Redbone.  

Our activity as investors is not to try to identify tops and bottoms - it is to constantly align our exposure to risk in proportion to the return that we can expect from that risk, given prevailing evidence.
-- John Hussman



Chartz And Table Zup @ www.joefacer.com




Smokin'

http://www.youtube.com/watch?v=WsvSVtXR ... re=related














So I'm boppin' home Thursday Afternoon and I blow by a semi flatbed w/ handful of stationary generators on it and the tractor is a plain white wit the FEMA emblem onnit. Four miles down the road in the same direction is the ex Moffet Naval Air Station, now NASA/quasi government/Airforce One, Orion P3, etc base.

Betcha the next day there were a bunch more generators on the East Coast and fewer on the West Coast. Whadda YOU think about throwing natural disaster responsibilities on to each individual state?



http://www.bloomberg.com/news/2012-11-0 ... -wins.html
http://www.businessinsider.com/jobs-bus ... rm-2012-11



Election.....
http://www.businessinsider.com/karl-rov ... ey-2012-11
http://www.bloomberg.com/news/2012-11-0 ... esume.html


wed....
http://www.nbcnews.com/id/49735480/ns/l ... JsIb2_A_yA
http://macro-man.blogspot.com/2012/11/p ... falls.html
http://www.bloomberg.com/news/2012-11-0 ... -hope.html
http://www.bloomberg.com/news/2012-11-0 ... money.html













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It's An Interlinked 24/7 Real Time Personal Publishing Social Media Driven World. And I'm An Antisocial, Extremely Private, Cynical, And Snarly Curdmugeon. So I Went To The Stocktoberfest New New Media Conference Last Week And Hungout With Web Visonaries, Social Media App Developers, Retired And Active Venture Capitalists, Entrepreneurs, International Financeers, And Code Monkeys. I Feel Like A Fish Who Just Got Introduced To The Wonders Of The Bicycle.  

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Weather and Politics. Change On The Horizon. One Inexorable, The Other Maybe Not...... 

"The art of investment is the art of selling. Buying is a lesser skill and holding requires no skill at all."
-- Harry Schultz


Chartz And Table Zup @ www.joefacer.com




Not Only The Famously Dead Before Their Time, But The Supporting Cast Are Dropping By The Way Side....

http://www.youtube.com/watch?v=oEfUxEPfkL8
http://www.youtube.com/watch?v=MPn67KTGDkk










For a detailed explanation of how the Romney-Ryan tax plan is able to cut taxes by $5 trillion without exploding the deficit or requiring tax hikes on the middle class, simply click on the link below.

http://www.romneytaxplan.com/







http://www.bloomberg.com/news/2012-10-2 ... scene.html
http://www.ritholtz.com/blog/2012/10/da ... tionships/
http://nymag.com/news/politics/election ... n-2012-10/
http://www.nytimes.com/2012/10/14/opini ... l&_r=0



Monday...
http://www.businessinsider.com/photos-d ... 12-10?op=1
http://www.newyorker.com/reporting/2012 ... ntPage=all

TUESDAY...

Gimme a Break!!!!!


http://blogs.reuters.com/felix-salmon/2 ... n-edition/






27%/73% stocks/bonds... getting lighter...



Thurs Eve.
20%/80% stocks/bonds... Pretty comfortable wit it too.




Stay Tooned...










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I Gotta Bad Case O' Short Timer's Attitude... I've Had It Since The Early 80's.  

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If You Are Smart, Talented, And Lucky, It Seems You'd Be Unstoppable. But The Third Leg Of The Stool Trumps The Other Two Hands Down.... 

"No one that ever lived has ever had enough power, prestige, or knowledge to overcome the basic condition of all life -- you win some and you lose some."
-- Ken Keyes, Jr.



Chartz And Table Zup @ www.joefacer.com




Killer...
http://www.wolfgangsvault.com/roy-bucha ... ign=121006

Poetry For The Times... Pretty Much All Times And Every Time. Check the Years RK Was Born And Died. Pretty Much Timeless.
http://www.thereformedbroker.com/2012/10/06/if/



http://www.ritholtz.com/blog/2012/10/ja ... existence/










1980 to 2000 and 2000 to now. What I do with my 401 is situation dependent. This is an active management period for my self managed plan. When the time is right, I got no problem sitting still and getting rewarded big time for it... But now ain't that time. Now is more of a make hay while the sun shines cuz it ain't gonna last and don't be so stupid as to stand out inna rain and get wet, cuz ya can always lose what you've made being asleep at the switch... Pretty clear to me...



Tuesday...

http://economywatch.nbcnews.com/_news/2 ... onomy?lite
http://bottomline.nbcnews.com/_news/201 ... aults?lite




















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I'm Not Going To Vote For Romney, But I'd Sure Like To Take Advantage Of Tax Rules Like He Does....  

“The modern conservative is engaged in one of man's oldest exercises in moral philosophy; that is, the search for a superior moral justification for selfishness.”
-- John Kenneth Galbraith


Chartz And Table Zup @ www.joefacer.com




I went to see Billy Cobham back inna 70's and Larry Coryell was the opening act. I expected to see his "11th House" electric band. Instead, he walked out onstage carrying an acoustic guitar in front of a boisterous crowd wired for an electric WFO evening. The sound set up was AWESOME and so was Larry. His opening number got a 2 minute standing O and he left us all hammered flat. Here he is from about then, and I believe he has some help with him....
http://www.youtube.com/watch?v=v7UM-lf8 ... re=related



Romney!!!!
http://www.bloomberg.com/news/2012-09-2 ... nefit.html
http://www.ritholtz.com/blog/2012/09/ro ... x-records/

How Republican!
























http://www.ritholtz.com/blog/2012/09/un ... cide-pool/
http://oldprof.typepad.com/a_dash_of_in ... -jobs.html

Monday...
http://www.stockmarketmentor.com/public/4056.cfm
http://www.newyorker.com/reporting/2012 ... t_freeland
http://blogs.reuters.com/felix-salmon/2 ... lionaires/
http://www.thestreet.com/story/11723376 ... bonds.html

http://www.washingtonpost.com/business/ ... story.html


http://www.washingtonpost.com/opinions/ ... ml?hpid=z3
http://www.businessinsider.com/heres-th ... omy-2012-9
http://www.teribuhl.com/2012/10/01/how- ... arns-sins/

Tues...
http://oldprof.typepad.com/a_dash_of_in ... fit-1.html


http://www.nationalmemo.com/mitts-sprou ... n-florida/



Thurs...
http://www.bloomberg.com/news/2012-10-0 ... check.html







Stay Tooned...















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Ride Fast; Take Chances. Never Risk Your Tombstone Bearing The Epitaph "Nobody Noticed Him When He Was Here, And He Left No Mark When He Was Gone". No Fear 

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Yee HAAAAA!!! (Famous Chinese Rodeo Cowboy. Son Of Waa Hoooo.) 

"The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails."
-- William Arthur Ward



Chartz And Table Zup... @ www.joefacer.com




My kids spent 2 years plus in England and through them I met one of their acquaintances who was also a racer like I was at the time. We sat down with a beer each and were watching some IOM footage and I hear him going..."paint...tree..tree...lightpost.....house..... down two..left..left.. down two..hard right..up two..bridge..jump..land..intersection... under his breath. He had run the race a time or two and had once gone offroading at over 100MPH, broken a wrist in a tank slapper, got it back on the pavement and finished the race.
I was never even close to that crazy.
http://www.youtube.com/watch?v=Ph0SjLC_ ... re=related
http://www.youtube.com/watch?v=6pGE-J7U ... re=related
http://www.youtube.com/watch?v=UeAtItTm ... re=related








That's Impressive....


Lower Left To Upper Right. I'm 65%/35% Stocks/Bonds And Prolly Getting More Aggressive Really Quickly. Don't Get Me Wrong... I Don't Think This Ends Well. But I Never Made A Dollar That I Couldn't Find SOME Use For..... And Even In The Dark, I Know Where The Doorway IS....























http://www.nytimes.com/2012/09/05/busin ... f=business
http://www.nytimes.com/2012/09/12/busin ... wanted=all


http://www.ritholtz.com/blog/2012/09/go ... on-romney/
http://www.nytimes.com/2012/09/16/nyreg ... wanted=all
http://www.nytimes.com/2012/09/16/opini ... r=2&hp
BULLSHIT
http://www.guardian.co.uk/commentisfree ... n-bullshit
http://www.nytimes.com/2012/09/16/opini ... wanted=all
http://www.thereformedbroker.com/2012/0 ... s-healthy/
http://www.thereformedbroker.com/2012/09/16/iphone-10/


Monday
http://www.bloomberg.com/news/2012-09-1 ... eform.html
http://www.bloomberg.com/news/2012-09-1 ... tims-.html
http://www.bloomberg.com/news/2012-09-1 ... utiny.html
http://dyn.politico.com/printstory.cfm? ... CFF5CE1576



Wed...
http://www.bloomberg.com/news/2012-09-1 ... ities.html
http://www.bloomberg.com/news/2012-09-1 ... ising.html
http://www.bloomberg.com/news/2012-09-1 ... -says.html
http://www.bloomberg.com/news/2012-09-1 ... rency.html
http://blogs.reuters.com/felix-salmon/2 ... e-edition/















Stay Tooned....













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As I Was Tellin' One O' My Richmond HomeBoyz.... Homie Does Not Engage In That Recreational Pastime. 

"Economic history is a never-ending series of episodes based on falsehoods and lies, not truths. It represents the path to big money. The object is to recognize the trend whose premise is false, ride that trend and step off before it is discredited."
-- George Soros

Chartz And Table Zup @ www.joefacer.com


Local Band From Back Inna Day... Everybody Knows Them From The Last Number. There's Always More To A Band Than Their Top 40 Hit...
http://www.youtube.com/watch?v=my2ig7mGHtE
http://www.youtube.com/watch?v=OimAEdj7Qa0
http://www.youtube.com/watch?v=OCiLxRCB ... ure=fvwrel




















Doin' OK... Holding My Own Against The Defined Benefit Option, While Missing The Drop This Year...And The Bounce. Twenty Years Into The 401, It's More About Me Minimizing Risk. When The Risk Is Low, THEN Is When It Comes Together More Like A Symphony And Less Like A Train Wreck. The 5% and 10% Plus Years Of The Last Decade Will Prolly Show Up Again, But On Their Own Sweet Time...
That's When The The 401 Gets Low Effort And Low Time Intensive...


Monday

Bummer... http://economywatch.nbcnews.com/_news/2 ... adder?lite
http://www.ritholtz.com/blog/2012/09/ba ... yet-again/

Holy Shit. This is painful to watch.
http://www.youtube.com/watch?v=QoMSId7J ... r_embedded
http://fivethirtyeight.blogs.nytimes.co ... um=twitter







Thurs,
http://www.nytimes.com/2012/09/12/busin ... 1&_r=1



Stay Tooned....












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'scuse Me.... Albert King 

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Doo Wah Diddy.... Having Said That, It Pretty Much Brands Me As The Anti- Millennial... 

"Being shot out of a cannon is always better than being squeezed out of a tube,
that's why God invented fast motorcycles bubba..."
-- Hunter S Thompson



Chartz And Table Zup @ www.joefacer.com ...



pSYCHAdelIC...
http://www.youtube.com/watch?v=g9K9rTL5 ... re=related
http://www.youtube.com/watch?v=95E6ON8s ... ure=relmfu
http://www.youtube.com/watch?v=D6yONxj0 ... tyFRF7Rqg8
http://www.youtube.com/watch?v=DfePGKzjmPY
http://www.youtube.com/watch?v=K-1G0Ysh ... ure=relmfu
http://www.youtube.com/watch?v=1UJR5EHTkzQ
http://www.youtube.com/watch?v=sZhb3EsQ ... tyFRF7Rqg8


http://www.theamericanconservative.com/ ... -the-rich/

http://www.latexnet.org/~csmith/sausage.html



http://oldprof.typepad.com/a_dash_of_in ... -hole.html
http://bonddad.blogspot.com/2012/08/sea ... -real.html

http://www.slate.com/blogs/spitzer/2012 ... tion_.html
http://www.theatlantic.com/magazine/arc ... _page=true
















http://www.ritholtz.com/blog/2012/08/do ... p-discuss/


Monday...
http://www.thecontrariancorner.com/the-fear
http://www.project-syndicate.org/blog/g ... t--mahoney
http://krugman.blogs.nytimes.com/2012/0 ... stability/
http://www.ritholtz.com/blog/2012/08/wh ... sion-47th/
http://thezikomoletter.com/2012/08/28/t ... own-clown/

Tuesday
http://www.bespokeinvest.com/thinkbig/2 ... -bull.html

Wed
http://www.indexuniverse.com/hot-topics ... craze.html
http://www.ritholtz.com/blog/2012/08/bi ... -children/

http://www.ritholtz.com/blog/2012/08/a- ... of-wusses/
http://www.huffingtonpost.com/janet-tav ... 38935.html



http://www.alpinestars.com/randy-mamola ... olumn-130/

Thursday...
http://www.washingtonpost.com/blogs/plu ... _blog.html
http://www.foxnews.com/opinion/2012/08/ ... ree-words/
http://www.nytimes.com/2012/08/29/opini ... .html?_r=2
http://online.wsj.com/article/SB1000087 ... itorsPicks
http://www.economist.com/blogs/democrac ... s-thinking





Stay Tooned...








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No Blog This Week.... 

60% bonds, Balance Stocks



See ya next weekend....









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My Toast Is Cold And My Orange Juice Is Hot.... That's The Bag I'm In.... Fred Neal  

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Purple haze all in my brain. Lately things just don't seem the same. Actin' funny, but I don't know why. 'Scuse me while I kiss this fly... 

Never appeal to a man's 'better nature.' He may not have one. Invoking his self-interest gives you more leverage.
-- Robert A. Heinlein, The Notebooks of Lazarus Long


Chartz And Table Zup @ www.joefacer.com



http://www.youtube.com/watch?v=8MYIc6s5ACY
http://www.youtube.com/watch?v=cP6Xagoi ... ure=fvwrel
http://www.youtube.com/watch?v=Rezb626N_iE
http://www.youtube.com/watch?v=XOgczPaS ... re=related
http://www.youtube.com/watch?v=d9AaQQbv ... re=related
http://www.youtube.com/watch?v=Ch9J02R1 ... re=related
http://www.youtube.com/watch?v=bGWZAdVc ... re=related
http://www.youtube.com/watch?v=Cp9V3D3u ... re=related





Thing is, being a cynic, you're really hardly ever disappointed by what comes down. And most surprises are pleasant ones. This doesn't surprise me.
http://www.thereformedbroker.com/2012/0 ... es-2005-2/



http://www.caleinthekeys.com/2012/08/03 ... struction/









http://www.bloomberg.com/news/2012-08-0 ... -says.html











http://rp-pix.com/lh

From Jeff Miller's "A Dash Of Insight" @ http://www.oldprof.typepad.com/

I've been following this stuff for well over a decade and what Jeff pays attention to DEFINITELY gets stirred in... THIS is what it takes to manage a self managed 401 plan.


http://www.chicagotribune.com/business/ ... ?track=rss

http://www.thereformedbroker.com/2012/0 ... he-nation/







It looks like the market is climbing a wall of worry. Price appears to be rising with time. I don't like the macro, I don't like the election volatility, I don't like the fiscal cliff, I don't like the current and threatened warfare inna Mid East, There's a lot I don't like. But I can see a path to muddle through and I can see some upside drivers. So, discipline says toss a dollar or two out there because. But discipline also says don't leave it unwatched and keep an eye on the technicals....





Tuesday...
http://www.businessweek.com/articles/20 ... saw-coming
http://www.thereformedbroker.com/2012/0 ... f-problem/
http://www.ritholtz.com/blog/2012/08/th ... my-fallon/

Wednesday...
http://www.bloomberg.com/news/2012-08-0 ... gress.html
http://dealbook.nytimes.com/2012/08/06/ ... computers/
http://www.businessinsider.com/citi-lev ... rns-2012-8
http://www.ritholtz.com/blog/2012/08/wh ... ny-things/
http://www.ritholtz.com/blog/2012/08/or ... mplacency/
http://www.ritholtz.com/blog/2012/08/ta ... age-fraud/
















Stay tooned....

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New Computer...stay tooned... 

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"My Mind Starts Relaxin' When I See Pictures Of Jackson..." Richard "Little Richard" Penniman 

Losing less money is considered a big success on Wall Street. In the world of fund management, relative outperformance vs. a benchmark is the focus, but any individual who is struggling to only lose 30% or so vs. the 37% that the S&P 500 has lost is going to barely survive.
-- James “Rev Shark” DePorre



Chartz And Table Zup @ www.joefacer.com



So, I'm coming home over the Bay Bridge from the three union meetings we had over contract negotiations and allocations, and I keep seeing doughnuts in the middle of burnouts... Then I find this...
http://www.youtube.com/watch?v=LuDN2bCIyus
far out.














http://www.latimes.com/news/politics/to ... 6965.story

Skanky... http://www.ritholtz.com/blog/2012/07/fa ... g-america/


http://www.nytimes.com/2012/07/22/opini ... .html?_r=1




Monday
http://www.bloomberg.com/news/2012-07-2 ... aders.html
Watch for news on Romney's IRA... Interesting... http://www.ritholtz.com/blog/2012/07/eq ... ing-dodgy/
http://www.economist.com/node/21558274


Tuesday...
http://krugman.blogs.nytimes.com/2012/0 ... e-money-2/




Wednesday...
http://www.bloomberg.com/news/2012-07-2 ... imism.html
http://www.reuters.com/article/2012/07/ ... G120120724


Thurs...
http://www.economist.com/blogs/buttonwo ... fsrc=gn_ep









Stay Tooned...










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Bankers And Other Financial Professionals... Like Say Barclays Or Peregrine... Threat? Or Menace?  

Rick: Your cash is good at the bar.
Banker: What? Do you know who I am?
Rick: I do. You're lucky the bar's open to you.
--Casablanca




Chartz And Table Zup @ www.joefacer.com



Troy Bayliss is one of the most talented and determined racers of all time. But in 2002, Colin Edwards had his measure...Bayliss was one full race worth of points up on Colin going into Laguna Seca. And he took the first Laguna race. Colin won the second race and all of the rest of the season.
http://www.superbikeplanet.com/2012/Jul ... lassic.htm
http://www.mcnews.com.au/Riders/ColinEd ... ampion.htm
http://www.mcnews.com.au/Wallpaper/Race ... F_1024.jpg












http://www.msnbc.msn.com/id/48187483/ns ... _business/
http://www.debka.com/article/22182/Assa ... als-defect
http://www.bloomberg.com/news/2012-07-1 ... gists.html
http://www.bloomberg.com/news/2012-07-1 ... -fail.html
http://www.minyanville.com/business-new ... 2/id/41862
http://www.ritholtz.com/blog/2012/07/th ... certainty/

I'm all bonds now inna 401. I will be all stocks at some point. A day, a week, a year or seven from now. The thing is that the right balance between premature and too late will end up making the maximum amount of money in the 401. I'm comfortable with my concerns right now. Of course I was comfortable with them at the generational(?)low in 2009 and I left a lot of money on the table staying too comfortable worried about losing money. I think I'll allocate a little more time toward being uncomfortable.

http://www.economist.com/node/21558576
http://www.marketfolly.com/2012/07/geor ... dvice.html


http://finance.yahoo.com/blogs/daniel-g ... 21988.html

http://oldprof.typepad.com/a_dash_of_in ... ircus.html

Monday...
http://www.thereformedbroker.com/2012/0 ... brightest/

Fuckin' "A" Tweetie Bird!!!!
http://www.ritholtz.com/blog/2012/07/ne ... g-address/



Tues...
http://www.ritholtz.com/blog/2012/07/th ... d-victims/

http://www.ritholtz.com/blog/2012/07/sa ... layground/


THURSDAY...
http://www.bloomberg.com/news/2012-07-1 ... ounts.html




Stay Tooned...






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Bull Markets Are A Breeze, You Buy, You Hold, The Money Flows In, And You Look And Feel Like A Genius. Bear Markets, You Allocate And Reallocate And Risk And Work Hard For A Hand Full Of Dollars. Oh Well. That's How The Game Is Played.... Victories Are Unimpressive And Sweet! Or So I've Been Told...  

Thoughtless risks are destructive, of course, but perhaps even more wasteful is thoughtless caution, which prompts inaction and promotes failure to seize opportunity.
-- Gary Ryan Blair


Chartz And Table Zup @ www.joefacer.com




Butterfield with.... Dylan with... Gravenites with...Bloomfield with...BLOOMFIELD!!
http://www.youtube.com/watch?v=YaV-S5iv ... re=related
http://www.youtube.com/watch?v=cKOJO3pK ... re=related
http://www.youtube.com/watch?v=OHdtkHNu ... ure=relmfu
http://www.youtube.com/watch?v=smRXnyUWktg

Butterfield http://www.bluesharp.ca/legends/pbfield.html







Friday...7/6




Tuesday 7/10











Stay Tooned...














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Contract Ends Today (Sat), No Agreement, And The Clock Ticking On A Strike. And Will The Markets Accept Fixing Europe's Debt Problem By Borrowing Money And The Bailed Out Nations Helping Bail Out Other Nations? I'm Just Not Sure About All This Uncertainty.... 

You would be amazed how few traders are sure about uncertainty.
-- Howard Simons



Chartz And Table Zup @ www.joefacer.com


Butterfield...
http://www.youtube.com/watch?v=B4GNci5koi8
http://www.youtube.com/watch?v=1kpz-1qp ... re=related
http://www.youtube.com/watch?v=W0LjW2P4 ... ure=fvwrel
I saw Paul in the late 80's upstairs at the Last Day Saloon on Clement. We were at a front row table and when they started cooking, we stood up to give them room and pretty much stood with the band. It was the band from "The Legendary Paul Butterfield Rides Again" recording. So Great And So Over Too Soon...


http://economywatch.msnbc.msn.com/_news ... tions?lite
http://economix.blogs.nytimes.com/2012/ ... -the-news/




















http://www.thereformedbroker.com/2012/0 ... -equities/
http://www.bloomberg.com/news/2012-07-0 ... -49-9.html



I'm feelin' conservative.... in avoiding downside risk. I'm expecting the "Europe Is Saved Again" rally to last under a week...

Like minded individuals...
http://www.ritholtz.com/blog/2012/07/sa ... next-week/
http://www.thereformedbroker.com/2012/0 ... etely-fed/



Monday...

http://www.thenation.com/article/168623 ... ilded-age#






Stay tooned...












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When The World's Spiraling Down, Save The Best Of What's Still Around... Like Lindley And Cooder.  

“The modern conservative is engaged in one of man's oldest exercises in moral philosophy; that is, the search for a superior moral justification for selfishness.”
-- John Kenneth Galbraith





Chartz And Table Zup at www.joefacer.com



David Lindley!!!!! Very Very Greasy... Ry Cooder!!!!! Memo From Turner To Buena Vista Social Club... Very Very Cool.
http://www.youtube.com/watch?v=tr3Jp_aF1Ok
http://www.youtube.com/watch?v=NzSx2d7QXuU
http://www.youtube.com/watch?v=txL3Z4Jl ... re=related
http://www.youtube.com/watch?v=6QvutzekxBE
http://www.youtube.com/watch?v=mvjWbQDm ... ure=relmfu
http://www.youtube.com/watch?v=oGva-QlX ... ure=relmfu
http://www.youtube.com/watch?v=i94RNBAv ... ure=relmfu

http://www.mercuryvehicles.com/
http://www.youtube.com/watch?feature=en ... A&NR=1
http://www.youtube.com/watch?v=MjPKFeHD ... ure=relmfu

http://www.youtube.com/watch?v=niW0SZn3pr0
Why Back in My Student Days, I Never Listened To KSAN W/Out My Reel To Reel Cued Up...

http://www.youtube.com/watch?v=fFh96ssGisM
Jagger/Cooder. There's a Story... Randy Newman Doing Sound Track Work 40 Years Ago, Merry Clayton Doing "Poor White Hound Dog", Ry Cooder's Incendiary Slide Work, Lowell George And Buffy Sainte Marie, The Last Poets Doing Hip Hop/Rap Decades Ahead Of Anyone else. I saw "Performance' in a sneak preview as part of a test audience for a "foreign film starring Mick Jagger." When the lights came on, the audience stood up and walked out of the building en masse without a sound, blown away. My girlfriend and I got to the car before I managed a "JESUS!!!". The last scene is on a level with that of Electra Glide In Blue...




Hell In A Handbasket An All That... Bonds Inna 401.








http://www.thereformedbroker.com/2012/0 ... und-patch/

The Engine Driving The World Economy

http://brontecapital.blogspot.com.au/20 ... cracy.html
http://brontecapital.blogspot.com/2012/ ... -post.html

Not That It Can't Continue...Just Not Forever.

http://www.ritholtz.com/blog/2012/06/us ... re-buyers/
http://www.davidmcwilliams.ie/2012/06/1 ... ft-options
http://economix.blogs.nytimes.com/2012/ ... f=business






http://finance.fortune.cnn.com/2012/06/21/italy-risks/



The BIS (Bank Of International Settlement)was formed in 1930 and acts as a central bank for the world’s monetary authorities. It said extraordinary measures have reduced incentives for politicians and other borrowers to repair balance sheets, and created the illusion that central banks can do much more to stoke growth and redress imbalances. Central bank policy “buys time” in the short term for banks and governments to tackle debt overhangs, the BIS said. European finance ministers meeting in Luxembourg last week battled over strategies to contain the debt crisis. Leaders are due to hold a summit on June 28-29, which will be their 19th since the turmoil erupted.

http://www.bloomberg.com/news/2012-06-2 ... -says.html
http://www.bloomberg.com/news/2012-06-2 ... -says.html

I'm operating on the basis that the last part of the popping of the tech/real estate bubble is about to occur; the "You postponed it, but you can't escape it phase." Interest rates near zero and money donated to money center banks has bought some time. Now the problems haves to be fixed. Including the debt created in postponing the problems... I'm mostly concerned with the return OF capital, rather than the return ON capital. Watch this insanely aggressive ex motorcycle road racer get prudent.

http://www.ritholtz.com/blog/2012/06/wh ... -cuts-7-1/
http://www.ritholtz.com/blog/2012/06/wa ... k-to-life/
http://www.washingtonpost.com/middle-cl ... print.html
http://www.nytimes.com/2012/06/24/busin ... .html?_r=1

http://blogs.reuters.com/david-cay-john ... lope-down/



How exactly these reforms will work, one can only speculate – as I do in the second half of my book, for about 200 pages. But I am no prophet, and predictions of this kind rarely work. Even the greatest books on political economy and history, all the way back to Marx or even Plato, analyse brilliantly what is going on but generally fail to predict what comes next. They see the forces shaping the future, but not the way it will turn out.

http://m.thebrowser.com/interviews/anat ... capitalism

Monday Eve
http://news.morningstar.com/articlenet/ ... w.facebook
http://www.fool.com/investing/general/2 ... centu.aspx
http://www.bloomberg.com/news/2012-06-2 ... risis.html
http://www.nytimes.com/2012/06/25/opini ... f=business

http://www.businessinsider.com/corporat ... low-2012-6




WED...

http://www.youtube.com/watch?v=l9LNMsFj ... r_embedded
http://www.youtube.com/watch?feature=en ... 9cUuSaS7Jo




Thurs...

http://www.bloomberg.com/news/2012-06-2 ... lying.html










Stay Tooned....















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Potential War In The Mid East, Financial And Economic Collapse In Europe, Recession Looming In SA, India And China, Major Unemployment Issues In The US Long After What Passes As A Recovery Has Taken Place. Still It's A Beautiful Sunny Day Today And Father's Day Is Happening Today And Tomorrow. Grab The Good Times Even While You Sweat The Bad Times. Life Is A One Act Play. Enjoy All Of It. 

I really don't want to hear about "values." It is meaningless to me if the price action doesn't confirm the fact that something is cheap and people recognize that fact. If a stock really is a good value, then it should start trading up. I don't care what the analysis might be. A stock is not a good value if it doesn't increase in price.
-- James “Rev Shark” DePorre


Chartz And Table Zup @ www.joefacer.com.



Speaking Of Grabbing Good Times While You Can... From Back Inna Day...
http://www.youtube.com/watch?v=pxt9s4YYrUI
http://www.youtube.com/watch?v=mUzl7_OpVLA
http://www.youtube.com/watch?v=uS0zvlbitKw























http://interloping.com/2012/06/14/routi ... essionals/


http://money.msn.com/investing/washingt ... spx?page=0

And, In Counterpoint....Happy Father's Day to You Too.... http://www.thereformedbroker.com/2012/0 ... crumbling/



http://brontecapital.blogspot.com.au/20 ... cracy.html

MONDAY Eve...
http://www.huffingtonpost.com/joshua-m- ... #s=1092093


Wednesday...
http://economywatch.msnbc.msn.com/_news ... -plan?lite



HUGE!!!! http://fundamentalis.com/?p=66


Yeah I'm in bonds. But I will get out of them at some point as fast as I got in....


http://www.thereformedbroker.com/2012/0 ... -briefing/
http://www.bloomberg.com/news/2012-06-1 ... -edge.html
http://www.ritholtz.com/blog/2012/06/fl ... more-80820
http://economix.blogs.nytimes.com/2012/ ... f=business

http://www.leighdrogen.com/wealthfront- ... hilosophy/


http://adage.com/article/the-media-guy/ ... ns/235415/
http://www.bloomberg.com/news/2012-06-2 ... gains.html

http://www.borowitzreport.com/2012/06/2 ... m-florida/



98% Bonds and 2% Stocks Inna 401. Prolly Stay That Way For A While...






Stay Tooned....







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WFO! Twist The Wrist! 100 MPH @ 100 Degrees! Rode My CBR Over To Rent A Can Am Spyder To Visit My Uncle And Try To Put Him In The Wind. The Spyder Is A Strange Beast With A Detuned Aprilia Superbike Motor. And What A Motor!!! But Gawd It Felt Good To Get Back On a 600 And Two Wheels Onna Way Home... BUT, I've Seen The Light. I NEED A LOT MORE MOTOR AND THE SAME SIZE BIKE. It Should Be Doable....  

The budget should be balanced, the treasury should be refilled; public debt should be reduced; and the arrogance of public officials should be controlled.
-- Cicero, 106-43 B.C.


Chartz And Table Zup @ www.joefacer.com




Pop music; Lightweight, disposable. And INFECTIOUS. Somebody Get Me A Cheeseburger!!!
http://www.youtube.com/watch?feature=pl ... woiy-Fwm0E
http://www.youtube.com/watch?v=-WCFUGCO ... re=related
http://www.youtube.com/watch?v=4dEA81-S ... re=related
http://www.youtube.com/watch?v=lVA1xRrW ... re=related
Ten points if you don't need the reference explained. Twenty points if you know who Steve Miller's lead guitarist was on the first LP. Twenty five points if you know where to find HIS cut with Duane Allman playing lead for him. Lose it all if you don't know where to find all the live shows with Duane.




Hang On To your Hat! It Looks Like Europe Is Saved Again!!!!

Hey!! Wait A minute......

http://www.businessinsider.com/the-text ... dos-2012-6
http://www.thereformedbroker.com/2012/0 ... p-in-mind/


http://www.thereformedbroker.com/2012/0 ... -all-time/
http://www.guardian.co.uk/commentisfree ... us-economy


Monday Eve...

http://www.bloomberg.com/news/2012-06-1 ... alues.html

Europe/Greece/Spain/Whatever Is Saved Again Rally's Are Losing Their Efficacy... It's A Habituation Kinda Thing....











I hope he ain't right, but I gotta listen and allow the possibility that he may be...
http://pragcap.com/hussman-the-recession-is-here-now

This is what an eighth of a trillion Euro's buys you... http://webcache.googleusercontent.com/s ... s-you.html

This morning... http://webcache.googleusercontent.com/s ... s-you.html
http://www.newyorker.com/online/blogs/c ... s-war.html





Twist The Wrist


http://vimeo.com/32756097

http://www.thereformedbroker.com/2012/0 ... o-is-open/


COLD...... http://www.nakedcapitalism.com/2012/06/ ... idice.html





Stay tooned...










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De Doe Doe Doe, De Dah Dah Dah...Is All I Want To Say To You... "The Police" From The Lost "Dragnet Tapes". 

Monday Eve...




http://www.thereformedbroker.com/2012/0 ... t-respect/


Wednesday;

Smokin' Hot Day!!!!




But....




“As to the stock market: again, calm down. Counter trend rallies are euphoric. They are fast, big, and make you want to believe again...

Click THIS!!!!
http://www.ritholtz.com/blog/2012/06/qo ... d-rallies/



Click the charts....




Waiting on something more definitive.....

Big in bonds, chump change in stocks....







http://www.nytimes.com/2012/06/10/magaz ... wanted=all


Thurs Eve..

http://www.thereformedbroker.com/2012/0 ... w-through/ Did not happen...
http://www.newyorker.com/reporting/2012 ... t_bradbury
http://advisorperspectives.com/dshort/g ... Dragon.php

Bail Out The Banks?.....Hmmmmm...
http://www.ritholtz.com/blog/2012/06/wh ... ast-value/
http://www.bloomberg.com/news/2012-06-0 ... ustry.html



Stay tooned...






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Internet Issues..... But the fact that I posted that, means..... 

Thursday

Not much changed... Lookit da S&P.....

Friday,

Well... That unemployment report qualifies as a change....

Cash and bonds inna 401 work fo me....


CHECK IT OUT. STAY FLEXIBLE W/ DOUGIE, AND MAKE NO MISTAKE... SOMETIME INNA FUTURE, I WILL GO WAY LONG AGAIN... I DUNNO WHEN, BUT THAT IS THE OTHER SIDE OF BEING 95% CASH/BONDS INTO TODAY's BIG DOWNDRAFT.

http://seabreezepartners.net/letters&am ... p;catid=15



http://dealbreaker.com/2012/05/warren-b ... ent-ideas/
http://www.ritholtz.com/blog/2012/06/contagionex/


Don't think for a minute, that with $150,000,000 on the line, your health and well being might not be onna line right next to it....
http://www.bloomberg.com/news/2012-05-3 ... llion.html

http://www.thereformedbroker.com/2012/0 ... s-middles/







6/4/12
All Bonds And Stable Value.



Stay Tooned...




























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There Is No Point To Making Money In The 401 If After Every Rip, I Give It Right Back On The Next Dip. "Deer In The Headlights" And Passive Acceptance Are Not My Preferred Modes Of Operation....  

A positive attitude may not solve all your problems, but it will annoy enough people to make it worth the effort.
--Herm Albright



Chartz And Table Zup @ www.joefacer.com




Sometimes ya turn yer back onna favorite burger shake and fries and go for some duck breast tangerine ginger Marsala and scallops poached in butter, garlic, and shallots.
http://www.youtube.com/watch?v=p4IMMaF7 ... re=related
http://www.youtube.com/watch?v=Jeq-BTGbJKE





http://www.bloomberg.com/news/2012-05-1 ... ising.html









The more I think about the events of the last two weeks, the more I think that we're simply at an all-time low. The meltdown in Europe, the quick 8% savaging of US stocks after a fairy tale Q1, the utter failure of Facebook's IPO to do a single fucking thing for the markets or the retail investing public...it's all just garbage.

J. Brown http://www.thereformedbroker.com/2012/0 ... -time-low/

Useful input. Valuable with a pull date and a limited area of use. No more. To be looked at through the lens of time and experience accepting that we are in a multi variant reality where reality is a process and value is time and personal space variant.



http://www.forbes.com/sites/philjohnson ... bookstore/








I'm not as good nor is it as easy as it looks. I watch for trends to develop and as Rev Shark says, "You try to catch most of the move." Playing the major trends and ignoring the meaningless noise costs me the start and finish of the major moves while I wait to make sure they are for real. The rapid trading restrictions puts me in partial positions for the start of the up trend as I try to reallocate responsibly within the restrictions, and it makes me way too heavy while I try to get out during the down trend. Still, over the last 17 months, I caught part of a 5% up move, avoided most of a down 20% move, caught part of an up 20% move, and I'm holding 10% stocks and going lighter during the current down trend. It's work, but what was scrambling for pennies in front of a steam roller years ago has now morphed into keeping a significant part of my retirement retirement money from taking a substantial hit on these swoosh downs.

"It is not how right or how wrong you are that matters, but how much money you make when right and how much you do not lose when wrong."
-- George Soros







http://bigthink.com/ideas/the-ceo-as-a- ... et-fallacy







http://www.wired.com/epicenter/2012/05/ ... book-stock
http://www.nytimes.com/2012/05/18/opini ... .html?_r=1
http://cfapodcast.smartpros.com/web/liv ... index.html
http://the-diplomat.com/2012/05/16/how- ... /?all=true




'The Golden Age of Silicon Valley Is Over, and We're Dancing on its Grave'
http://www.theatlantic.com/business/arc ... e/257401/#




http://www.washingtonpost.com/todays_pa ... paper.html






Mon Eve...
http://www.bloomberg.com/news/2012-05-2 ... -pump.html
http://money.cnn.com//2012/05/21/market ... /index.htm


http://robertreich.org/post/23301640941





WED:

http://www.bloomberg.com/news/2012-05-2 ... t-too.html
http://www.bloomberg.com/news/2012-05-2 ... ation.html
http://jeffmatthewsisnotmakingthisup.bl ... un-to.html







Stay Tooned....








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