Boghies Account Talk

[Steadygain]

It would appear that we do share some similar sentiments regarding yellowback Jimmy - only I despise the man to the point of hatred. The sooner he is in a hole the better.

Birch, I feel so bad for you ~ I really do but it won't change anything -- won't make it better.

There are simply way too many aspects that no body can hide.

At least 2 million civilians were killed ~ people that simply lived in that section of our planet during the war.

One patrol sweeping through a village killed over 500 unarmed men, women, children and babies. Not one was even resisting.

The records show our soldiers would come out of nowhere and do things like hold a young girl at gunpoint and make her .... then cut off her ponytail and walk off like it was a trophy.

A soldier walking with others back to base saw a woman working in the fields. They shot her, wounded her, then kicked her to death. He notes similar things happened many times before.

They gathered 117 old men, elderly women, mothers with small children to a big drainage ditch. Calley gave orders to start firing and killed over 100 innocent people himself.

Calley was found guilty - after the longest court martial in American Military history. He was very briefly sent to the stockade.

Nixon orders his immediate release and his intervention pretty much told everyone -- no one gets punished and everything is cool. All other cases were dismissed or resulted in acquital.

So it sucks Birch -- all of it does. 35 yrs ago this week they finally became a united country after 300 years of foreign powers like China, France, and the US forcing their power over them.

Anyway -- TOM -- or Moderators -- I seriously don't mean this disrespectfully to Birch or anyone else that honestly sacrificed so much to serve their country and give their lives the way they did.

Carter dying will not make it any better ~ there is simply way too much stuff you had to live through and it's the most traggic war I've ever known about to this day.

Please DELETE this post if it even remotely causes problems.

It's unfortunate that so many details can not be hidden and all it takes is a handful of idiots to ruin it for eveyone else.

 

[Boghie]

Steady,

The above is a bit of an unsteady moment. Carter had nothing to do with Vietnam.

He had everything to do with the rise of militant Islam (please note the adjective). He had much to do with the Russian incursions throughout the world. And, how about the grandest gift of all - stagflation and the misery index.

That is the Big Jimma.

He was a fool, is a fool, and a fool is forever...

 

[Boghie]

By the way, I may detest the man (President Carter) - but, I don't await the day he meets his maker.

For the most part I simply do not care.

But, I don't want to hear him

 

[Boghie]

Back to economics and equities.

These are amazing charts:

DShort - Bear Market Rallies

It is amazing that we are just now approaching the point at which a decline officially becomes a 'Bear Market'. That is, -20%.

That, after over a year of market growth.

So, with a little luck, let us soon clink our campaign glasses together and toast the glory of a 'Bear Market' crash.

It sure beats the massacre we just survived - hopefully.

:notrust:

 

[Steadygain]

Steady,

Carter had nothing to do with Vietnam.

Boghie, I really don't care about Carter and he did have a whole lot to do with Vietnam -- but that's not what got me so outraged and led me to say whatever.

Unfortunately I have come to know a man that I think the world of and I see so many aspects of his life that I love and admire. He's incredible and he is the only person I've ever come to call my 'Big Brother'.

But I know there is a huge well of poison in his heart that has a glass wall around it and nobody ~~ including GOD ~~ can get through it. That is what I HATE and that is the only reason I said anything. I would love to see that disappear more than anything else. When hatred seeps through it is very terrible.

Carter told the people who fled the country and refused to give their lives in committment ~ in honor and dignity and integrity ~ to come back to the USA and everything is OK -- no hard feelings. They ran away because they refused to take a stand for our country and I totally understand why he felt so cheated and insulted.

But I don't know what to say ~ I only know I wish the well wasn't there and that's all I care about. Carter being alive or dead - or whatever -- none of that stuff really matters to me.

Anyway -- thanks for your notes.

 

[Birchtree]

They can bury Jimmy right next to dead Ted - and I'd be satisfied. So the sooner the better and then I can rest along with 800,000 others.

 

[burrocrat]

there is a huge well of poison in his heart that has a glass wall around it and nobody ~~ including GOD ~~ can get through it.

no offense, i don't know your brother, but i beg to differ, the world needs killers too, sometimes doing god's will is not pretty, or comfortable.

 

[amoeba]

Back to economics and equities.

These are amazing charts:

DShort - Bear Market Rallies

It is amazing that we are just now approaching the point at which a decline officially becomes a 'Bear Market'. That is, -20%.

That, after over a year of market growth.

So, with a little luck, let us soon clink our campaign glasses together and toast the glory of a 'Bear Market' crash.

It sure beats the massacre we just survived - hopefully.

:notrust:

well - before we toast - I noted the 4+ "corrections" in that chart >5%, and it looks like we are on the brink of another; my powder is dry.....and the post 12 pm cutoff trade on S-fund is notably south...........I am holding my cards till the jobs report, 5/6, which I expect to be a big volume day. BTW, today's economic news were OK if not good, so this looks like a tired, overbought, market; and I am on the sidelines.....looking for a near-term entry point and some ranking gains on the mob. I'm even playing with the idea of an IFT strategy based on my rank movement on this website. Anyway......~4% ain't leading, but I'm comfortable with it so far....23 IFT's is leading; my goal is 100 IFT's this year.

 

[Steadygain]

no offense, i don't know your brother,

His message was before yours. Get to know him and listen to his advise and you'll be a lot richer in the long run -- even if that's the only way you know him.

but i beg to differ, the world needs killers too,

I doubt anyone knows that better than me ~ so you're not telling me anything I don't deeply know already.

sometimes doing god's will is not pretty, or comfortable.

Hmm man you just don't know how much I do relate to this. When I got targets -- I knew they had to go -- I fully understood how evil they were and how GOD would want them gone. I had no problem getting the job done and I went with all the confidence you could imagine. Was wholly committed -- total honor and integrity. That the USA considered me (of all people) to get it accomplished was the greatest honor I ever knew.

Sometimes it may not be pretty or comfortable ~ and if it's someone that's not a target then it's a tough thing to live with. It's the total opposite of killing a target ~ but when you get them it's overwhelming beautiful (and that may sound crazy) but there is a huge sense of accomplishment not only because you completed the Mission -- but way more because you know you just saved a lot of others from horrible pain and suffering.

I had the exact same well of poison when I got out. I was ready to destory Iran and craved with every second to show them what happens when you mess with us and take innocent hostages.

My hate was everybit what -- Big Bro has -- my vengence and everything continued to fester and pour over. To JUSTIFY this huge well of poison that largely captivated my existence I began researching Iran. In the end ~~ the Well of Poison disappeared ~ because I was forced to see the whole picture. I had to acknowlege many things I never would have dreamed -- but the TRUTH - the real truth can not be hiden if anyone would really search it out.

So you misunderstand me ~ my friend ~ because after 9/11 there was nothing I would have wanted more -- than for the higher ups to tell me about the specific group responsible (the small cell that made it happen). But I'm over it and I'm not ready to be activated again ~ am too old to do it right ~ and I already gave them my best.

 

[burrocrat]

gave them my best.

roger that, our best is all any of us can do, sleep well, it will all get sorted.

 

[Boghie]

Burrocrat, Steady's 'Big Brother' is BirchTree...

And, one of BirchTree's more pronounced traits is being a bit judgemental...

In that, I kinda trend in his direction. Must be the years in Marine Land (NOT a Marine though - never had the honor of wearing the uniform).

I shed a tear or two during President Reagan's funeral. When he was President I was in college wearing burlap sacks and shod in Birkenstocks. Free the whales, vote for Jesse Jackson, and had a photo of the President on the back rim of the toilet - kindof a target, eh

As the years moved on I gained much more respect for the man. He is a great President. I think every President in my lifetime will be measured to him.

Jimma, not so much.

President Obama looks to measure up with Jimma.

 

[Boghie]

After yakking with CoolHand Sunday night I felt it best to take some winnings and move to safety. The risk of PIGS farming outweighed the benefit of pork belly futures.

So, I'm checking things out yesterday around 7am and viola - the air conditioning in the server room craps out. Got real busy real fast.

Forgot - it would have been a masterful move though...

Thus, was hoping for a stable day.

Anything but. :nuts:

Regardless:

G: 15% - My very own performance killer!!!
F: 30% - Those Bondholder again!!!
C: 40% - Safe Haven
S: 15% - Do mid/small caps have much to do with Europe
I: 0% - Because you don't need a crystal ball to see Europe’s 2008​

Hopefully, that little uptick around 8:40am PST will help shave some of my guaranteed losses.

I do love selling into a loss.

Wonderful:laugh:

 

[Boghie]

There, not up in the air - over there!!!

Look at what's running our way

Get away from me!!!

 

[Boghie]

An army of black swans careening our way...

And, a limit of two IFTs...

Blown one with a move to a conservative allocation.
Is it smart to blow the other?
If this is a correction, I will need the cash for investment. If we are in an October 2008/February 2009 crash than now is the time to run from all those purty swans.
Decisions, decisions…

But, if one cannot accept a correction level loss one should not be in equities.

Tally Ho, fellow travelers!!!

 

[alevin]

Gotta say, the sticky pants are making me squirm right now. Roth accounts moreso than the TSP (got lot more cash than paper at risk in both at least), but only got one IFT left. Burn and bail, or burn and board, that is the question. I'll give it another day to see what shakes out. The fat-finger is a fallacy, IMO. No-bid market. Monster air pocket. Ugly.

 

[Boghie]

Hey, hey, hey... Goodbye!!!

Wow,

That Federal Stimulus Plan really worked:

• Federal Tax receipts for April 2010* will be -17% YOY.
• Illinois may be winning the hockey stick sweepstakes - That is -15% YOY
• But, Kalefornea is -30% off its projections - Oh, those rosey palm projections

Maybe EuroTrash investors will think our Federal, State, and local bonds will be a safer investment than the PIGS. Maybe not.

F Fund anyone?

How long till the Feds will be forced, forced I say, to regrettably borrow from our 'G Fund' assets?

They will pay it back with interst:cheesy:


* The April 2010 Monthly Treasury Statement will be available at 1400 on Wednesday, April 12. Until then the link is 'broken'.

 

[Boghie]

Well folks...

The EuroTrash will attempt to save their failing states by printing/borrowing lotsa Euros. Hopefully, the dumb money will be elated and rush back into the market...

But, how are the EuroTrash going to increase taxes on an already overtaxed citizen?

How are they going to unite to save the sleepy - but rioty - Greeks?

And, there is a lot of yakking about our debt situation here in the States.

So, time to wheel into a capital preservation mode. And, do it before I can talk myself out of it. Thus, I will wheel around the L2010 fund. It should hold rather well and it has some holdings in the equities funds that will self-reallocate as the knife falls. Then, if the market stabalizes I will use SqualeBear's '<1%' technique to reallocate to risk.

L2010 - 90%
L2020 - 1%
L2030 - 1%
L2040 - 1%
G - 0%
F - 1%
C - 3%
S - 2%
I - 1%​

Hope...

Change...

I am surprised I have this much confidence in the Obama Economic Miracle:worried:

 

[grandma]

Well folks...
So, time to wheel into a capital preservation mode. And, do it before I can talk myself out of it. Thus, I will wheel around the L2010 fund. It should hold rather well and it has some holdings in the equities funds that will self-reallocate as the knife falls. Then, if the market stabalizes I will use SqualeBear's '<1%' technique to reallocate to risk.

Do you plan on having them in your personal spreadsheet, assuming you have one to keep up your actual account?
If so, Boghie, how will you program them in?

 

[coolhand]

Well folks...

The EuroTrash will attempt to save their failing states by printing/borrowing lotsa Euros. Hopefully, the dumb money will be elated and rush back into the market...

But, how are the EuroTrash going to increase taxes on an already overtaxed citizen?

How are they going to unite to save the sleepy - but rioty - Greeks?

And, there is a lot of yakking about our debt situation here in the States.

So, time to wheel into a capital preservation mode. And, do it before I can talk myself out of it. Thus, I will wheel around the L2010 fund. It should hold rather well and it has some holdings in the equities funds that will self-reallocate as the knife falls. Then, if the market stabalizes I will use SqualeBear's '<1%' technique to reallocate to risk.

L2010 - 90%
L2020 - 1%
L2030 - 1%
L2040 - 1%
G - 0%
F - 1%
C - 3%
S - 2%
I - 1%​

Hope...

Change...

I am surprised I have this much confidence in the Obama Economic Miracle:worried:

Does the futures market give you reason to rethink your strategy? Just wondering.

 

[Boghie]

Does the futures market give you reason to rethink your strategy? Just wondering.

Coolhand, you know I am a bit aggressive:nuts:

The nice thing about my IFT (proposed) is that it doesn't take place till tonight!!!

But, no...
I can use the '<1%' moves to fairly quickly move to a moderately aggressive allocation. It would take about 5 days. This market move is an adjustment to the Greece/Euro fiasco. I think the SS and other markers were showing a top anyway...

My biggest problem is the math. Playing with Quicken has shown me that single point changes in allocation can swing the Risk up/down. I'm going to have to crack my college math on standard deviations to effectively make moves outside the L2010 fund that do not dramatically destabalize the Risk/Return ratio.