mymeohmoneyblog

miscellaneous blog, sun.mar30
it's my birthday, and i'll cry if i wan't to...
what a wonderful march, my top 2 favorite in months (w/ october)
went to Moab, Utah for spring break for a week of hiking, camping, mountain biking, rafting, etc.
missed all the fun volatility that week
achieved my one objective for that week, i.e., didn't read a single thing the entire time! yeah!
Tried to post some great pictures from the trip, but nothing uploads. Had same problem last fall trying to upload charts/data. sitesearched moveabletype again for help on uploads/charts/data/pictures etc. and no good documentary help really. tried to upload like 10 different times ten different ways, uploading, cut and paste, destinations, etc. nothing works, i give up, not gonna waste any more time.
Here's the upload file site where you click 'upload' and it should work but it does'nt:

MOVEABLETYPE ENTERPRISE
mymeohmoneyblog: Upload File
To upload a file to your server, click on the browse button to locate the file on your hard drive.
File: C:/Documents and Setting BROWSE
Set Upload Path (Optional)
Cancel Upload

And then i get this time out message:

INVESTORPLACEBLOGS.com
Error: 500 Internal Error
Whoops!

I'm done with it, sorry. Why should i waste my time? Anyways...

It was a good week off, though i almost did'nt go, as i was afraid i would miss all the volatility, and it looks like i did. BSC got clobbered and chewed up, and then the market went up like 8% or something? and commodities pulled back. and the fed did some sort of .25 sneak-cut before a .75 fuller cut? didnt see too much news explaining that... what's the point? is the fed trying to micromanage? tsk-tsk.
i averaged in to some .uqqor puts on tuesday around 40c, averaged out thurs/fri around 50c, these are quarterly based tech-index ops that expire mon.the31st.

my review of dow jones news week-ahead news shows some econ reports spread out over this upcoming week, mostly more present data, i.e. march data. M-march PMI, down?, Dallas mnfctrn survey, down?; T-auto sales, down?, ISM mnfctrng, down?, feb cnstrctn, down?; W-feb fact. orders, down?, MON ea's, up?, RIMM/BBY ea's ?, MU-ea's pm, down?; TH-non-mnfctrng ISM, down?; and F-JOBS, Jobs, jobs..............
Overall it looks like we should have some neg news this week, but with my layoff i'm a little out of touch with expectations... . So i'm treading carefully. Also i'm back to work 9-5 for the next few weeks so no mark-to-minute updates for me, just finding the nearest comp at lunchtime...
Tentative prognosis, downtrend mon, downtrend tues, minirally tues into wed (mon leadership and commodities till expected oil release), renewed down thurs etc.. fear of jobs #'s?
i might look to put the market sometime this week, but again, not sure about expectaions. p.s. i'm long ethanol again, but that's a fuller post.

Couple weeks ago i bought my first shorts/ultrashorts/etf's for the slo. Nice to get my feet wet, but feels sort of anticlamatic, though they did help my beat the market this past week.

My own personal thoughts on MOT? What have they been doing staying in products/consumer-goods all this time? They could have been the largest company in the world by this time. Honestly. Sometimes it pays to stick to what you do best, but sometimes you've got to seize the day. As a chicago suburbanite, familiar with MOT headquarters, and a student of history, and somewhat familiar with MOT's grand history in war/radio/wireless etc., i've kinda had that sensation somewhere in my head the last ten years or so like why are'nt THEY the one's capitalizing on wireless? lame, lame, lame. And they ignored my inquiry too boot 3 years ago about alinging with them for new business too. No symathy, but sad, sad, sad...

No opinion on LDK. or on solar. Except to say, and perhaps express some ignorance, that i can't understand why solar is supposed to be so expensive. It's made from sand right? Glass, semiconductors, all this stuff is dirt cheap, right, so y the 'shortage' in polysilicon? i'm not gonna dig into this industry. Something ain't right. I love science, and i could take the time, and if i did it'd probably just annoy me somehow... frustrated with progress. It'd be neat to see some of these photovoltaic companies upend the system.

Comments: View Comments |  Sunday March 30, 2008  |  Stocks: ldk, mon, mot,