BAGAKOAA;  February 3, 2013 Two Ships Passing In The Morn 

Post 784   

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February/2013

After enjoying a nice breakfast with the guys at the club, I requested a diet Coke to go for my Lady. It was 8:45 am and time to get back home. It is Superbowl Sunday (ooops that is trademarked so I might get sued.) and the only thing on our agenda is figuring out what snacky to bring to the SB get together at Tim and Meredith's and what six pack of wine to bring.

 

As I made my way home with the open top of my BMW off, and the wind blowing through my hair (I'll wait a moment for the laughing to stop), I see the love of my life headed towards me on the back roads of Dove Canyon.

 

We stopped and she explains the 11 things she has to do before we head to the shindig, hence making it a relatively quiet day. I see our two big dogs in the back of her GMC Denali Yosemite Yellowstone Glacier SUV. They have open sores that are nasty and require a trip to the vet. (She has not been to the Vet since Friday, oh wait a minute the Horse Vet was at the stables yesterday. Almost a whole day with out a visit with a Vet.)

 

I traveled home to emptiness of the house (only 3 cats, two dogs, and Manchild) and decide this is a good time to do some of the blog.

 

I had a chance to compare notes with one of the guys at breakfast this morning, concerning teenage boys. We each have this issue with them not being able to make the sublime connection from staying up till "stupid" AM and being tired the next day. Was I that lame?

 

I was not allowed to stay up that late (and there was no such thing as multi-player gaming and 937 cable channels) and I sure as hell was not allowed to sleep in till 9, 10, 11 etc.  

 

During the week Dad would come in about 5:15 and say, "Get your ass up." I would translate that to mean, "Good morning son, pride of my existence. I beseech your company as we merrily jog a mile on the high school track before I leave to go to work to provide for you Son, fruit of my loin."

 

On the weekends, his kind words of "Get your ass up." Would be postponed to almost 7:00 am.

 

But my buddy and I have the same issues with our child. I will go into his wing of the house about 11:00PM and say, "Dude, make good decisions." Apparently that means don't do drugs, no girls in the room, but stay up until your behind melds with the material in the couch playing gratuitously violent video games until your hand evolve into controller holding devices only suitable for playing video games and eating burgers, pizzas, and burritos.

 

The usual reply we get from our child is, "Ok I just have to finish this level." Now that is teen speak for "Piss off". After about 15 minutes I return to the latent testosterone arena and see my cherub looking son still playing the game and looking at me and saying "Huh?" Which is teen speak for, "I told you to piss off."

 

Then we ask the stupid question, "How long does it take to finish the level?" We are told, "I finished the level, now I am saving the game. . ." With the unsaid but easily assumed", . . .you stupid jerk." Now I can't blame him for that dialogue as he comes from it naturally.

 

Many times during the week, well maybe the day, well maybe the hour, I will ask a fairly innocent question of Devin like, "Do the trash cans have to be put out today?" And even though her reply will be as simple as, "Yes dear, it is Sunday . . ." the balance of the assumed but unsaid conversation is, ". . . you stupid jerk."

 

Or like when I ask, "Dinner is almost ready, do you want me to take out the dogs?" The reply, as though she was talking to rain man, is "Yes dear, good idea . . ." with the assumed but unspoken " . . you stupid jerk."

 

Folks, you can play this game at home. Next time you ask your significant other (I'll be glad when marriages of all genders and species are allowed so I can write "your spouse" instead of significant other.) a silly question, like "Can I pull the car out of the driveway for you?" Just listen to the reply then add DOT DOT DOT YOU STUPID JERK. It really works.

 

We got a busy week ahead.

 

Monday Devin is going to the Apple Bar for a One on One class with the staff at the Apple Store. Santa brought her a beautiful Mac Air computer and she wants to integrate the Air with the Pad with the Pod with the Phone with the Cloud with the . . . .

 

She will be there with the trainer and be asking WHY? I will have a few hours off duty and not having answer WHY? I should be careful here as I do not recall being excused from this appointment??????

 

We also have a meeting on Wednesday regarding the Equine property in question. Thursday is a mediations on the lawsuit we were dragged into as a result of the great flood of 2010. Then Thursday night, my entourage of Dennis and Jack accompany me to Utah to have Big Red removed from my right hand.

 

Then the amazing Dr. V. will remove the three railroad ties from my hand (I am assuming it will be a local and not have to put me out.), put a brace on, and have me begin PT. So next weeks blog will be 14 pages long.

 

Tonight, after a wonderful evening at Tim and Meredith's home watching the Superbowl, Devin and I stopped to feed the horses. When we got home, I invited Jack to join me for the second installment of the Die Hard saga. He enjoyed this as we picked out many bloopers in the old film.

 

I finished the night reading more of The Mistress of The Vatican. Folks, if you ever wanted to read bout the history, name places, ceremonies, and dark sides of the early Catholic Church and Rome, this is a terrific, well researched book.

 

An interesting stat on the blog. According to Writer's Digest, the average novel has between 80,000-120,000 words. My last post was number 783 (The blog originated in this form in October 2009. A few of you were subjected to several hundred e-mails before that.). Each post is about 1,200 words. That works out to 939,000 words. In essence, I have written the equivalent of eight or nine novels.


The Week Ahead

 

We discovered that our use of the GLUU stock pick as our Spiketrade is not allowed because the price is below $3.00 a share. We are still LONG on the equity, but can't use it for the Spiketrade.

 

We will however double down on last weeks pick, MPW. It will be reporting and we hope to exceed the 2% gain we saw last week. We had to scramble to get our pick in, and this seemed relatively bright.

 

There are not a lot of economic milestones this week. That usually means Mr. Market will be getting his marching orders from a combination of three sources, international economic and geopolitical news, earnings announcements or the Peyton Place in DC concerning the debt issue.

 

Let's see what we can come up with.

 

Monday

 

Here at home factory orders will surprise to the upside say 2.7%, a bit more that expected. Mr. Market should be happy but the hang over from Friday's pop will make things calm.

 

Ya might keep an eye on the Eurozone's inflation numbers.

 

Tuesday

 

The ISM non-manufacturing numbers come out and expectation is a little adjustment downward. I am thinking the financial sector is being underestimated so look for a nice surprise upwards.

 

Listen to the retail sector numbers in Europe. We are thinking another positive surprise.

 

Wednesday

 

Not much at home to report unless we get a significant surprise from the energy inventory report. We think not.

 

Germany has some factory orders to report that we think will please most, and the retail numbers from Australia will be a good tell for the Chinese recovery.

 

Thursday

 

Of course we have jobless claims that will be flat to slightly down. Also keep an eye on the consumer credit number. Last month's bump was mostly due to student loans. Let see if Joe and Mary Smith are using credit cards to move the economy?

 

Australia labor reports and Japan's machine order numbers could be troubling for the market.

 

Friday

 

I get my bloody cast off.

 

Since everybody knows iPhone sales were soft, look for a drop in the Trade balance numbers. Petroleum shipments will probably be soft as well.

 

Friday will see three reports out of China. Despite being a bit fictionalized, the deserve your attention. They would be Producer Price, Consumer Price, and trade balance. We think they will make Mr. Market happy.

 

So we are guessing another bullish week. Perhaps a 2% gain in the ever rising S&P 500.

 

Hope you all had a great weekend. WE DID.


Salve Lucrum
Brian Ireland
 
 
Since 12/31/2012
G to Y 12/27/2012
BAGAKOAA;

I am not a professional investment adviser. Anybody reading my blog and investing accordingly must be out of their minds. I have made more money than I have lost. Except for a nasty VXX trade is 2012.   There are many more qualified people than I to actually tell you how to invest your money.

 

BAGAKOAA=Boys And Girls And Kids Of All Ages

 

Salve Lucrum=Latin for Hurrah for Profit.

 

Brian's estimate :

2013 Year Ending

Dow 14,361

S&P 500

1,610

 

2012 Year Ending

Dow 13,073

Actual 13,104

S&P 500 1,358

Actual 1,426

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hannas