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Wednesday, April 24, 2024

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  1. phil

    Good morning and Merry Christmas!  

    My little sugar plums are sleeping but it occurs to me some of you are older and don't have kids in the house or the kids are older doing their own thing or the kids aren't there yet and, to you I say – get busy!  There's nothing greater than kids, IMHO, I do so love being a father!  

    So Merry Christmas to you and yours and I'm looking forward to an excellent 2014.  Hopefully there's more good than bad in the economy and we start to see real signs of improvement.  Durable Goods were strong today but bouncing off a terrible October number and still mediocre overall but CNBC is acting like we just won the economic superbowl:

    The same goes for the whole MSM though, all pretending retail sales are great when clearly, they are not.  NOW the narrative is turning as they are forced to square their stories up with the data that's coming in but there's no denying that, for a month now, they've been flat-out LYING to us!  

    Does anyone know how to stop the Colbert clip from auto-playing?  If not, I have to change it.  

    Thanks to Jetluck for the kind note yesterday, much appreciated!  I think we'll be off to a good start in 2014 with our new list as well.  

    AAPL/Yodi – Actually, it's only in PM that the margin goes up, though 100% is a bit extreme.  With ordinary margin, both positions are $35K.

    Love that playing field cartoon, StJ!  



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