[Bubblesitter]

I’m still bullish on a couple sectors, but nearly completely bearish on everything. It seems very likely we are already in a recession.

I’m holding on to diversified oil and oil services companies. I’m still a believer that emerging markets (China, others) will continue to drive demand even during this recession. I guess the $64K question is whether the world catches a cold when the US sneezes.

I agree that some US export-centric manufacturers, Boeing, CAT, John Deere etc are in a good position with the weakening dollar. Strong food commodity prices may especially help Deere….more combines harvesting expensive wheat.

Some tech companies should do well, e.g. especially ones with good sales outside of US, Qualcomm, Microsoft, Cisco, etc. I’m scoping out small companies in alternative energy that may have defensible intellectual property that may make a breakthrough e.g. higher efficiency solar, biodiesel,etc. Famed venture capitalist Vinod Khoshla is now focused on these types of investments. Public ones are tough to find.

Still holding onto Gold via an GLD ETF, it is a larger % of my portfolio due to the run-up last year. I’m planning on using part of it for a down-payment for the next house…..in a couple years.

Bubblesitter

[Bubblesitter]

I’m still bullish on a couple sectors, but nearly completely bearish on everything. It seems very likely we are already in a recession.

I’m holding on to diversified oil and oil services companies. I’m still a believer that emerging markets (China, others) will continue to drive demand even during this recession. I guess the $64K question is whether the world catches a cold when the US sneezes.

I agree that some US export-centric manufacturers, Boeing, CAT, John Deere etc are in a good position with the weakening dollar. Strong food commodity prices may especially help Deere….more combines harvesting expensive wheat.

Some tech companies should do well, e.g. especially ones with good sales outside of US, Qualcomm, Microsoft, Cisco, etc. I’m scoping out small companies in alternative energy that may have defensible intellectual property that may make a breakthrough e.g. higher efficiency solar, biodiesel,etc. Famed venture capitalist Vinod Khoshla is now focused on these types of investments. Public ones are tough to find.

Still holding onto Gold via an GLD ETF, it is a larger % of my portfolio due to the run-up last year. I’m planning on using part of it for a down-payment for the next house…..in a couple years.

Bubblesitter

[Bubblesitter]

I’m still bullish on a couple sectors, but nearly completely bearish on everything. It seems very likely we are already in a recession.

I’m holding on to diversified oil and oil services companies. I’m still a believer that emerging markets (China, others) will continue to drive demand even during this recession. I guess the $64K question is whether the world catches a cold when the US sneezes.

I agree that some US export-centric manufacturers, Boeing, CAT, John Deere etc are in a good position with the weakening dollar. Strong food commodity prices may especially help Deere….more combines harvesting expensive wheat.

Some tech companies should do well, e.g. especially ones with good sales outside of US, Qualcomm, Microsoft, Cisco, etc. I’m scoping out small companies in alternative energy that may have defensible intellectual property that may make a breakthrough e.g. higher efficiency solar, biodiesel,etc. Famed venture capitalist Vinod Khoshla is now focused on these types of investments. Public ones are tough to find.

Still holding onto Gold via an GLD ETF, it is a larger % of my portfolio due to the run-up last year. I’m planning on using part of it for a down-payment for the next house…..in a couple years.

Bubblesitter

[Bubblesitter]

I’m still bullish on a couple sectors, but nearly completely bearish on everything. It seems very likely we are already in a recession.

I’m holding on to diversified oil and oil services companies. I’m still a believer that emerging markets (China, others) will continue to drive demand even during this recession. I guess the $64K question is whether the world catches a cold when the US sneezes.

I agree that some US export-centric manufacturers, Boeing, CAT, John Deere etc are in a good position with the weakening dollar. Strong food commodity prices may especially help Deere….more combines harvesting expensive wheat.

Some tech companies should do well, e.g. especially ones with good sales outside of US, Qualcomm, Microsoft, Cisco, etc. I’m scoping out small companies in alternative energy that may have defensible intellectual property that may make a breakthrough e.g. higher efficiency solar, biodiesel,etc. Famed venture capitalist Vinod Khoshla is now focused on these types of investments. Public ones are tough to find.

Still holding onto Gold via an GLD ETF, it is a larger % of my portfolio due to the run-up last year. I’m planning on using part of it for a down-payment for the next house…..in a couple years.

Bubblesitter

[Bubblesitter]

Will have to add the big investment houses to this list.

There are gonna be huge reported losses next week.

Bubblesitter

[Bubblesitter]

Will have to add the big investment houses to this list.

There are gonna be huge reported losses next week.

Bubblesitter

[Bubblesitter]

Will have to add the big investment houses to this list.

There are gonna be huge reported losses next week.

Bubblesitter

[Bubblesitter]

Will have to add the big investment houses to this list.

There are gonna be huge reported losses next week.

Bubblesitter

[Bubblesitter]

Will have to add the big investment houses to this list.

There are gonna be huge reported losses next week.

Bubblesitter

[Bubblesitter]

I personally know about 5 younger families in their 30s who have recently decided to pick up roots and move out of California.

Unfortunately, the options for Hornbeeks do not look good. They are stuck. Good reason to rent when relocating to a new locale.

I wonder if the finacial adviser used the following tactic with Countrywide when negotiating the rate freeze.
“listen, I’m doing this free financial makeover for an article to be published in the San Diego UT, you probably should consider giving the Hornbeeks a break. If you don’t, countrywide will come across as heartless in the article”

How many people will have that type of leverage when negotiating a rate freeze?

Bubblesitter

[Bubblesitter]

I personally know about 5 younger families in their 30s who have recently decided to pick up roots and move out of California.

Unfortunately, the options for Hornbeeks do not look good. They are stuck. Good reason to rent when relocating to a new locale.

I wonder if the finacial adviser used the following tactic with Countrywide when negotiating the rate freeze.
“listen, I’m doing this free financial makeover for an article to be published in the San Diego UT, you probably should consider giving the Hornbeeks a break. If you don’t, countrywide will come across as heartless in the article”

How many people will have that type of leverage when negotiating a rate freeze?

Bubblesitter

[Bubblesitter]

I personally know about 5 younger families in their 30s who have recently decided to pick up roots and move out of California.

Unfortunately, the options for Hornbeeks do not look good. They are stuck. Good reason to rent when relocating to a new locale.

I wonder if the finacial adviser used the following tactic with Countrywide when negotiating the rate freeze.
“listen, I’m doing this free financial makeover for an article to be published in the San Diego UT, you probably should consider giving the Hornbeeks a break. If you don’t, countrywide will come across as heartless in the article”

How many people will have that type of leverage when negotiating a rate freeze?

Bubblesitter

[Bubblesitter]

I personally know about 5 younger families in their 30s who have recently decided to pick up roots and move out of California.

Unfortunately, the options for Hornbeeks do not look good. They are stuck. Good reason to rent when relocating to a new locale.

I wonder if the finacial adviser used the following tactic with Countrywide when negotiating the rate freeze.
“listen, I’m doing this free financial makeover for an article to be published in the San Diego UT, you probably should consider giving the Hornbeeks a break. If you don’t, countrywide will come across as heartless in the article”

How many people will have that type of leverage when negotiating a rate freeze?

Bubblesitter

[Bubblesitter]

I personally know about 5 younger families in their 30s who have recently decided to pick up roots and move out of California.

Unfortunately, the options for Hornbeeks do not look good. They are stuck. Good reason to rent when relocating to a new locale.

I wonder if the finacial adviser used the following tactic with Countrywide when negotiating the rate freeze.
“listen, I’m doing this free financial makeover for an article to be published in the San Diego UT, you probably should consider giving the Hornbeeks a break. If you don’t, countrywide will come across as heartless in the article”

How many people will have that type of leverage when negotiating a rate freeze?

Bubblesitter

[Bubblesitter]

fyi, update on the new terminal

http://www.nctimes.com/articles/2007/11/20/news/coastal/2_01_2111_19_07.txt

Looks to be a large terminal with restaurants.

I just took a short commuter flight from LA down to Palomar airport. Nice hopper, beats flying into SAN and fighting traffic going north on the 5.

Bubblesitter

[Author]

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