Monday, March 30, 2009

What's wrong with Texas - This just defines Texas

Bob Perry - Mr. Swift Boat controversy, and major Houston Residential Home Contractor - an equal to George W Bush in committing crimes in the open - and walking away - "Texas Free!"

Obama TELLS Auto Industry and directs Change

Rick Wagner has agreed to relinquish the posts at the request of the White House.

The chairman and chief executive of General Motors is to resign with immediate effect as the US Goverment prepares another multi-billion dollar bailout plan for the company.

GM has also announced a major shake-up of its board of directors.

The changes come just hours before President Barack Obama plans to unveil additional bailout for GM and its competitor Chrysler, which have already received more than $17bn in government loans.

John Boner (R) House Minority Leader - will bring the House (Republicans) down. - A Prediction!

PS. The impatience of the American Public, the faith that someone else will correct the problem and the finger pointing by the folks who caused the damage to our Economy is a lesson to be learned. A full blown realization of the "State of the Union" should surface somewhere around July 4th - Independence Day (end of the 2nd Quarter.) This current, but temporary, relief phase (yes, it's almost over) actually marks the beginning of the 2nd act of a 5 act Tragedy.

Thursday, March 26, 2009

Living on the Road Without Design 75 - 40

I plan on moving to other locations based for my preference to see places I have read about but not visited.  Encouraging my current interests, visiting my family and keeping the weather perameters between 75 Degree Days and 40 degree nights - Maximum Sunlight and low humidity.

I am just finishing up my winter in Arizona where the temperature ranges, etc have fulfilled my needs.  As I review my next stay, Kernville, California ("A") - I see the temperature range has moved to the desired 75/45 range, excellent sunlight and Whitewater to keep learning the basics of Whitewater Kayaking.  The Snow melt of the Sierra Mountains is just beginning and the waters are rising in the river.  As the Temperature increases increases into the 80's I'll be moving on to Idaho where the Snow melt will be just beginning above Boise, Id. I have never visited Kernville in the past, although last year I spent some time on the east side of the Sierra and knew I would return.
My next stop is the Payette River in Horseshoe Bend, Idaho (North of Boise)("B")  - continuing Whitewater rafting instruction as the temperature enters my range in May. From Horseshoe Bend - I have an unfulfilled break (Month of June) for about 3 to 4 weeks before I go to the Sun Valley/Stanley Idaho area (Salmon River) about July 1st.
View Larger Map

The entire trip north
View Larger Map
A Lake Pleasant, Peoria, AZ
B. Kernville, California (Kern River) April 1 to 1st week of May
C. Horseshoe Bend, Idaho (Payette River) May 6 to 1st week of June
Free time - 1st week of June thru july 4th
D. Sun Valley, Idaho (Salmon River) July 4th thru Labor Day

Monday, March 23, 2009

The market goes up $500 on Trillion $ Announcement - Cactus Flowers Bloom!

"I love the smell of Toxic Assets in the Morning"  - Trader Mike

My knowledge of the markets is limited and dangerous, having said that, My first impression of what is happening:

1. An enormous amount of $ is going to enter our Economy - This will Cause:
A. Inflation
B. The price of oil and comodities will begin to rise faster than other things.
C. The markets will stay at this level or increase to 9,000 - Next 3 mos.
D. The $ will fall against the other currencies of the world unless they fall too!

Republican Senator Boner will make lots of noise signifying nothing - he will eventually go limp.

Life goes one - what a wonderful start to spring - nice weather here in AZ and looks good in CA

After an abnormal amount of heavy rain in the desert this winter the desert is enjoying a magnificent Bloom - Cactus Flowers!

Friday, March 20, 2009

Thursday, March 19, 2009

Sometimes the guy who "thinks with his "dick" is the smartest man in the room!

The ex-New York Gov. says that while the cash being given to executives of the bailed out insurer are maddening, the real concern should be the funds going to counterparties.

Eliot Spitzer at the resignation news conference in Albany, 12 March 2008
"Virtually all" of the $80 billion-plus in the initial AIG bailout went to the company's counterparties, including nearly $13 billion to investment bank Goldman Sachs (GSFortune 500) alone, Spitzer said.

"Why did that happen? What questions were asked? Why did we need to pay 100 cents on the dollar on those transactions if we had to pay anything?" he asked. "What would have happened to the financial system had it not been paid? These are the questions that should be pursued," he said.

Thursday, March 5, 2009

Wednesday, March 4, 2009

“Americans, Churchill once remarked, will always do the right thing - after they have exhausted all the other alternatives. But if we are still waiting for Keynes to save us when Davos comes around next year, it may well be too late. Only a Great Restructuring can end the Great Repression. It needs to happen soon.” - from The Big Picture - Barry Ritholtz

Monday, March 2, 2009

5 Rules for Life - a daily event - This is my favorite

Here are Sandip's "Five Rules For Life" (for this moment):

1.) Move your boundaries.
Every day life's greatest ideas are developed through evolution, just the way nature intended. Quantum leaps are hard and not needed. The only boundary that is unbreakable is "God". By "God" I don't mean religious; far from it - my "God" resides in my inner balance, my conscience, and as my guiding light (the one that tells me what is innately right and what is wrong; there are no shades of grey). It does not require me to go to a place of worship, it requires me to listen to myself...which leads to my second rule.

2.) Enjoy solitude.
There is beauty in solitude; remember the sayings "silence is golden" and it is "better to remain silent and be thought a fool than to open your mouth and remove all doubt"? Whether it means shutting off the TV or "listening to the silence", you need to start.

3.) Embrace pain.
When you are afraid of failing, or of pain, or of the will get nothing done in life (be it love, friendship, family, or work). There is beauty in pain and suffering; beautiful profound things can be born out of pain and endurance. This is an extension of never giving up and learning constantly.

4.) Seek balance.
"Yin and Yang" is so much more than culturally trendy words. It's an attitude of the mind and heart together. Man & Woman. Plus & Minus. Black & White. Day & Night. Love & Hate. Take everything in balance and moderation. Don't be a doormat, but don't be an ass. Be kind but don't be patronizing. Be helpful but not to those that abuse your help. Meaningful, profound things in life are NOT the flashy, trendy distractions; they are hidden, covered over, and need time and care to nurture and bring forth. 

5.) Question [almost] everything.
Question authority, rules, and society...but never question values; values never change. Honesty and integrity were the same 1,000 years ago as today, and will be the same 1,000 years from now. Our tools change but humanity doesn't.

Sandip currently resides in Calgary, Canada.

Sunday, March 1, 2009


We have entered a turn of the Century Depression.  It is layering in like lava from as volcano - those nearest are hit first - sooner or covers the land.  Why is it not recognized in public by the media, public officials, etc. etc?  Delivery of bad news - kills the messenger. Sometime in July, after the 2nd Quarter, A confirmation of Recession will either be stated or, there will be an economic U-turn.  

The Current Recession began 9 months prior it being recognized "Officially."

UPDATE: Monday Morning - It's on the table - Much bigger Problems at AIG and Warren Buffett says Economy is in Shambles thru 2009 (translation  = Depression)

pre-market DJI less than 7000 - should pass by 6800 maybe even 6500 to base of 6,000

Paul Harvey - Rest in Peace

I spent a part of my professional life speaking before audiences. Public Speaking is an art.  Before I continue - I'm talking about talented speakers, not their prejudices, politics, religion, etc.  
Paul Harvey was an excellent speaker.  He knew how to deliver a story and a statement - He kept his audiences attention - and always brought them back for more. Other notable speakers include TV Evangelist Jimmy Swaggert ( Dan Rather once said of him - "One of the Best!") Ted Koppel, formerly of ABC, currently a NPR commentator. President Obama, President of the United States is a formidable speaker - 
Recognizing a good speaker is easy - you understand what they have said, they kept your interest - and the meaning is without question, 

It's pretty simple...Subject Matter, Delivery, confidence,  simplicity.