- I'm trying to get back into the flow of the markets. I updated my Black Box last night, and it was frightening to see how right it has seemed to be regarding the sell signals I received earlier in the month. I do remain long the market, but did sell my Microsoft. I still am bullish on the markets, and wonder how deep the pullback will be. If it gets deeper, I'll roll into more aggressive positions.
- I don't like the new format of CNBC. I have to squint to see the ticker numbers at the top of the screen. I also have to scroll the width of the screen to see the numbers, instead of focus in the bottom right-hand corner. Of course, as financial TV goes, they're the best game in the business. Although maybe I'll flip to Bloomberg and see what their morning show is like.
- So, where do you stand on the value vs. growth investment philosophies? (Can you tell that I'm reading Jeremy Seigal's latest book?)
- How'd I do in Las Vegas? Well, the casinos have probably already sent their free room deals to my mailbox as I type. Whatever they can do to get me back as soon as possible. (That's how I did...)
- (Chevy Chase's move Las Vegas Vacation is one of my favorites.)
- This time of year, folks are generally feeling optimistic about the next year. For some reason, I'm sensing some gloom. I think folks believe we're heading into a recession, and that 2006 will be a bear market.
- President Bush's approval numbers are going up.
