Friday, November 9, 2007

Smacaroni

nice day. . . again.

john carney at www.dealbreaker.com (which is the best site on the internets) said it's feeling like the quant bloodbath this summer, where the winners get sold and the highly shorted go up, w/ the big Nasdaq names down and CROX up pretty big. i think he nailed it, well done john. if he's right we're close to a bottom here, maybe next week. . .

if not, armageddon; canned goods, bottled water, automatic weapons, a bunker in montana and 2 ferrets.

i have some cash (in the other acct, i'm all in, in my IRA getting smoked) to put to work before i leave for India, and although i thought it might be all in on CROX, w/ GOOG and AAPL coming off big, that's where it looks like it's headed -dance w/ the GOOGLE that got you here.

i'd tell you my balance, but i'm afraid to look.

can i mark to model here??

have a great weekend!

shanti baba,
yt