[Allan from Fallbrook]

stockstradr: Financial Times seems to concur with your assessment as regards gold prices, and the potential for a steady upward climb over the next two to three years.

As far as Buffett goes: He is a Ben Graham guy all the way, and would push for value investing. The only problem with value investing at present is finding a “clean” set of books to look at, company-wise. To a certain extent, a lot of the companies being traded are “cooking” their books as regards accounting practices and how their respective balance sheets are being valued, both from the Asset and Liability side.

The FED/FOMC are completely helpless here, and the market’s continued tepid reaction to the rate cuts, as well as the severely restrained liquidity (reaction to the uncertainty as to whom is holding bad assets) is going to plague us for a while yet.

[Allan from Fallbrook]

stockstradr: Financial Times seems to concur with your assessment as regards gold prices, and the potential for a steady upward climb over the next two to three years.

As far as Buffett goes: He is a Ben Graham guy all the way, and would push for value investing. The only problem with value investing at present is finding a “clean” set of books to look at, company-wise. To a certain extent, a lot of the companies being traded are “cooking” their books as regards accounting practices and how their respective balance sheets are being valued, both from the Asset and Liability side.

The FED/FOMC are completely helpless here, and the market’s continued tepid reaction to the rate cuts, as well as the severely restrained liquidity (reaction to the uncertainty as to whom is holding bad assets) is going to plague us for a while yet.

[Allan from Fallbrook]

stockstradr: Financial Times seems to concur with your assessment as regards gold prices, and the potential for a steady upward climb over the next two to three years.

As far as Buffett goes: He is a Ben Graham guy all the way, and would push for value investing. The only problem with value investing at present is finding a “clean” set of books to look at, company-wise. To a certain extent, a lot of the companies being traded are “cooking” their books as regards accounting practices and how their respective balance sheets are being valued, both from the Asset and Liability side.

The FED/FOMC are completely helpless here, and the market’s continued tepid reaction to the rate cuts, as well as the severely restrained liquidity (reaction to the uncertainty as to whom is holding bad assets) is going to plague us for a while yet.

[Allan from Fallbrook]

stockstradr: Financial Times seems to concur with your assessment as regards gold prices, and the potential for a steady upward climb over the next two to three years.

As far as Buffett goes: He is a Ben Graham guy all the way, and would push for value investing. The only problem with value investing at present is finding a “clean” set of books to look at, company-wise. To a certain extent, a lot of the companies being traded are “cooking” their books as regards accounting practices and how their respective balance sheets are being valued, both from the Asset and Liability side.

The FED/FOMC are completely helpless here, and the market’s continued tepid reaction to the rate cuts, as well as the severely restrained liquidity (reaction to the uncertainty as to whom is holding bad assets) is going to plague us for a while yet.

[Allan from Fallbrook]

SDR: While I would certainly agree that victories can cover faults, I think the important thing to consider is this: This team is PLAYING for Norv Turner and Ted Cottrell. That is huge. When you have a team that banged up not only hanging in there, but perservering for the win and on the road, then wow.

A team will not play like that if they don’t have faith in the coach and the message (and the scheme). That is gut level football, and is inspired solely on determination to see it through, whatever the cost.

This is a scary team right now. I have seen teams that are running on a volatile mix of inspiration, determination and desire, and they are hard to beat. If the Chargers get it into their heads that they are “due” (and after last season’s humiliation at the hands of NE, they might be), then who knows. If these guys can beat the Pats, then I doubt either the Giants or the Pack could stop them.

[Allan from Fallbrook]

SDR: While I would certainly agree that victories can cover faults, I think the important thing to consider is this: This team is PLAYING for Norv Turner and Ted Cottrell. That is huge. When you have a team that banged up not only hanging in there, but perservering for the win and on the road, then wow.

A team will not play like that if they don’t have faith in the coach and the message (and the scheme). That is gut level football, and is inspired solely on determination to see it through, whatever the cost.

This is a scary team right now. I have seen teams that are running on a volatile mix of inspiration, determination and desire, and they are hard to beat. If the Chargers get it into their heads that they are “due” (and after last season’s humiliation at the hands of NE, they might be), then who knows. If these guys can beat the Pats, then I doubt either the Giants or the Pack could stop them.

[Allan from Fallbrook]

SDR: While I would certainly agree that victories can cover faults, I think the important thing to consider is this: This team is PLAYING for Norv Turner and Ted Cottrell. That is huge. When you have a team that banged up not only hanging in there, but perservering for the win and on the road, then wow.

A team will not play like that if they don’t have faith in the coach and the message (and the scheme). That is gut level football, and is inspired solely on determination to see it through, whatever the cost.

This is a scary team right now. I have seen teams that are running on a volatile mix of inspiration, determination and desire, and they are hard to beat. If the Chargers get it into their heads that they are “due” (and after last season’s humiliation at the hands of NE, they might be), then who knows. If these guys can beat the Pats, then I doubt either the Giants or the Pack could stop them.

[Allan from Fallbrook]

SDR: While I would certainly agree that victories can cover faults, I think the important thing to consider is this: This team is PLAYING for Norv Turner and Ted Cottrell. That is huge. When you have a team that banged up not only hanging in there, but perservering for the win and on the road, then wow.

A team will not play like that if they don’t have faith in the coach and the message (and the scheme). That is gut level football, and is inspired solely on determination to see it through, whatever the cost.

This is a scary team right now. I have seen teams that are running on a volatile mix of inspiration, determination and desire, and they are hard to beat. If the Chargers get it into their heads that they are “due” (and after last season’s humiliation at the hands of NE, they might be), then who knows. If these guys can beat the Pats, then I doubt either the Giants or the Pack could stop them.

[Allan from Fallbrook]

SDR: While I would certainly agree that victories can cover faults, I think the important thing to consider is this: This team is PLAYING for Norv Turner and Ted Cottrell. That is huge. When you have a team that banged up not only hanging in there, but perservering for the win and on the road, then wow.

A team will not play like that if they don’t have faith in the coach and the message (and the scheme). That is gut level football, and is inspired solely on determination to see it through, whatever the cost.

This is a scary team right now. I have seen teams that are running on a volatile mix of inspiration, determination and desire, and they are hard to beat. If the Chargers get it into their heads that they are “due” (and after last season’s humiliation at the hands of NE, they might be), then who knows. If these guys can beat the Pats, then I doubt either the Giants or the Pack could stop them.

[Allan from Fallbrook]

Pure grit from this team. Rivers out, LT out, Gates gutting it out on a dislocated toe, and then Volek and Turner come in and carry it through to the end. Very, very impressive.

And for all the Norv Turner naysayers out there (me among them, especially as a Raiders fan): He not only proved he can win, but he proved he can win on the road against a very good Indy team and do it with the 2nd team.

I wouldn’t relish going into Foxboro with this dinged up team and facing off against Belichick and the Patsies, but, then again, the Jags came perilously close to pulling a huge upset win off. If Garrard can throw for nearly 300 yards, why not Billy Volek? And Michael Turner would be a starter on most other NFL teams. Should be interesting.

Good for the Giants, too. Coughlin must laughing his a** off right now.

[Allan from Fallbrook]

Pure grit from this team. Rivers out, LT out, Gates gutting it out on a dislocated toe, and then Volek and Turner come in and carry it through to the end. Very, very impressive.

And for all the Norv Turner naysayers out there (me among them, especially as a Raiders fan): He not only proved he can win, but he proved he can win on the road against a very good Indy team and do it with the 2nd team.

I wouldn’t relish going into Foxboro with this dinged up team and facing off against Belichick and the Patsies, but, then again, the Jags came perilously close to pulling a huge upset win off. If Garrard can throw for nearly 300 yards, why not Billy Volek? And Michael Turner would be a starter on most other NFL teams. Should be interesting.

Good for the Giants, too. Coughlin must laughing his a** off right now.

[Allan from Fallbrook]

Pure grit from this team. Rivers out, LT out, Gates gutting it out on a dislocated toe, and then Volek and Turner come in and carry it through to the end. Very, very impressive.

And for all the Norv Turner naysayers out there (me among them, especially as a Raiders fan): He not only proved he can win, but he proved he can win on the road against a very good Indy team and do it with the 2nd team.

I wouldn’t relish going into Foxboro with this dinged up team and facing off against Belichick and the Patsies, but, then again, the Jags came perilously close to pulling a huge upset win off. If Garrard can throw for nearly 300 yards, why not Billy Volek? And Michael Turner would be a starter on most other NFL teams. Should be interesting.

Good for the Giants, too. Coughlin must laughing his a** off right now.

[Allan from Fallbrook]

Pure grit from this team. Rivers out, LT out, Gates gutting it out on a dislocated toe, and then Volek and Turner come in and carry it through to the end. Very, very impressive.

And for all the Norv Turner naysayers out there (me among them, especially as a Raiders fan): He not only proved he can win, but he proved he can win on the road against a very good Indy team and do it with the 2nd team.

I wouldn’t relish going into Foxboro with this dinged up team and facing off against Belichick and the Patsies, but, then again, the Jags came perilously close to pulling a huge upset win off. If Garrard can throw for nearly 300 yards, why not Billy Volek? And Michael Turner would be a starter on most other NFL teams. Should be interesting.

Good for the Giants, too. Coughlin must laughing his a** off right now.

[Allan from Fallbrook]

Pure grit from this team. Rivers out, LT out, Gates gutting it out on a dislocated toe, and then Volek and Turner come in and carry it through to the end. Very, very impressive.

And for all the Norv Turner naysayers out there (me among them, especially as a Raiders fan): He not only proved he can win, but he proved he can win on the road against a very good Indy team and do it with the 2nd team.

I wouldn’t relish going into Foxboro with this dinged up team and facing off against Belichick and the Patsies, but, then again, the Jags came perilously close to pulling a huge upset win off. If Garrard can throw for nearly 300 yards, why not Billy Volek? And Michael Turner would be a starter on most other NFL teams. Should be interesting.

Good for the Giants, too. Coughlin must laughing his a** off right now.

[Allan from Fallbrook]

Rus: I think the revolution is already underway. I think that “business as usual”, whether in politics, media or business is over. The true threat of someone like Ron Paul, libertarian wingnut or no, is that he is a slap upside the head for the mainstream, and therefore dangerous.

The problem is that the flow of information can no longer be contained. While I understand that the internet can be controlled to a certain extent, the idea of a grass roots movement is again proving successful. Moveon.org showed how a “netroots” campaign could work in ’04, and Ron Paul’s internet based fund raising showed how powerful the medium could be.

Once Joe Sixpack is forced to confront the facts: His house is no longer an ATM machine, real wages have been stagnant since the 1970s, China is no longer willing to underwrite his Visa card, and his job just got outsourced, well, you will see the cauldron start to bubble.

Then we can break out our bandido outfits and ride like Pancho Villa!

[Author]

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