I’m long stuff, stuff I should have sold. I want to believe in present value.
I’m desperate to call a bottom, I want one so bad. I just about can’t take it anymore – That’s bullish. But this market is insane right now. No confidence in anything. As ‘they’ say, when there is blood in the streets, buy Real Estate. Right now I say – there’s bears on the street, GET OUT THE TRAPS! There is no metaphoric value there, don’t try to find it, sorry for wasting your time.
Here are those asinine predictions:
1. The FED gets the Samurai swords out (duh this is almost guaranteed now…why is this even a point…you should move onto the next one…the market should NOT rally on this, but it will since people are dumb)
AND
2. The lows, put in sometime this week, on the S&P 499 holds until I can’t remember this post.
AND
3. That same Standard End Poor turns out to make us End Rich; we see 1600 before I get married.
AND
4. Lehman Bros. is the LAST bank that bends over, and takes it, in 2008.
Basically…I want to see CL be turned into CS.
I got an idea, just for fun, I’m going to make Andy a one way bet. I know he’ll take it. If all of my dumb predictions come true, I’ll send him a bottle of bourbon. If not, oh well, he’ll drink his own bourbon.
By the way, lets cross our fingers for Thiago Avila, who after a 2 day interview, may or may not get a job offer at Morgan Stanley…now…since he’s likely competing with a bunch of ex-BSC owners. But not too hard, cause Microsoft still has a go at him in an interview this Thursday – GOOD LUCK BUD! Whoa just realized it’s MS vs MS.
Disclosure – Way Long AVLA, buying SWAN on dips haha.