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Dec 1, 2009 3:51 am

[quote=NYCTrader]

[quote=Sportsfreakbob][quote=NYCTrader] I also don’t think you should ever be invested 100% in anything, especially not cash.I totally agree with you on being tactical and having a core strategy. but it’s true of our business as a whole. In no way do I advocate being in 100% treasuries right now, but at the same time, I think it’s reckless to be in 100% stock right now (or even 80% for that matter). Particularly with client assets. This is how books are blown up. In general, with client assets, I tend to air on the side of being conservative – I would much rather miss out on an up move and preserve capital .[/quote]







I am a raging bull for many reasons.



But ANY discussion assumes that the work has been done to determine the proper asset allocation parameters that make sense for each client.

Nothing happens in my team UNTIL this is done COMPLETELY.



This was a given.    



It is THE core of the value prop that we bring to the table.



Im not trying to be Mr bad ass but I wont do business with someone unless I know their deal. all of it.



(27 years ago when I started cold calling, if you had a pulse and said Yes"   the confirm was in the mail.   Not now)    

Dec 1, 2009 1:33 pm

NYCTrader - Great post - this is what this board should be about. Constructive discussion.

My comments about a portfolio of treasuires , the dollar, etc, was not directed at you. It was directed at the jackasses. To make a long story short, i would describe myself right now as being cautiously optimistic, with "cautiously" being the operative word. So we are not far apart. I see this Dubai situation as serious, but not a new crisis, more a continuation of the old. I do think we will probably ssee things we havent seen in the past, before this is over. Like muni debt defaults going relatively  high (relative to the historical miniscule default rate. For clients who have a 10-20 year time horizon i am comforrtable owning quality stocks right now, that was the point of my post. Of course, along with that, comes the need to manage expectations in a big way, because all clients who have that kind of time horizon, suddenly forget about it when their portfolios blip down 10%
Dec 1, 2009 1:56 pm

[quote=Shania Twain]I got a 10 pointer in black river state forest in 1977.



U shoot a buck?[/quote]

Nothing but deer tracks on two twelve-hour days.  It was all over the news up there that no one was getting a damn thing.  We had a break on Thanksgiving, when my wife and kid made dinner, but other than that, nice and quiet.

I did get a boar in the Bahamas several years back.  They still use spears.

Dec 1, 2009 3:36 pm

I have a few clients in wisc

  isnt there a huge problem with white tail population way down?
Dec 1, 2009 3:52 pm

[quote=Shania Twain]I have a few clients in wisc

  isnt there a huge problem with white tail population way down?[/quote]

I thought so.  But I don't live there.  Just my wife's family.
Dec 1, 2009 4:07 pm

From:  http://www.american-hunter.com/field_dressing.htm

  Field Dressing

First cut

1) position the deer on its back with the head uphill if possible. Gravity is a useful tool in field dressing.
2) Your first cut needs to be to circle the a*** freeing the anal tract not only from the hide but the membranes that hold it in place to the pelvic bone. This is where a small 3-4 inch blade shows its usefulness.
3) once the anal tract is free  you can pull it out of the deer and tie it closed to insure the fecal matter will not spill out and contaminate your meat.
4) in the case of a doe the urethra can be circled along with the a*** at this same time and tied.
  They lost me at step 2.
Dec 1, 2009 5:13 pm

[quote=iceco1d] Oh hunting season…



You stand in the freezing cold, sometimes rain, for 12 freaking hours, by yourself…your reward for success? Playing in deer blood, cutting out intestines, and chopping deer testicles off so they don’t give the meat that “game” flavor. Awesome. The bonus round is NOT getting any deer tics on you.



A lot of my friends hunt…not for me though. [/quote]



The smell…



ramming your hand up to pull out “parts”…



The gizz on your arm freezes…



dragging the damn thing for miles…



“thawing” in the car and those smells…



its a wonderful thing









Dec 1, 2009 5:15 pm

Hey, where’s mel?

Isn’t the crash imminent?

Dec 1, 2009 5:19 pm

[quote=Moraen] Hey, where’s mel?Isn’t the crash imminent?

[/quote]



margin call

Dec 1, 2009 5:20 pm
Moraen:

Hey, where’s mel?

Isn’t the crash imminent?

  BANNED.   To be fair, he was only 15% off with his November Close prediction.
Dec 1, 2009 5:22 pm

IP ban?

15%, 20%, I guess it doesn’t really matter.

Dec 1, 2009 5:29 pm
Moraen:

IP ban?

15%, 20%, I guess it doesn’t really matter.

  I guess he'll have to go to another public library to do his posting.
Dec 1, 2009 5:44 pm
Moraen:

IP ban?

15%, 20%, I guess it doesn’t really matter.

  I believe so.  Got a PM from the admin today claiming that's he/she is banned.  I think his posts are now labeled as "Troll", but I could just be not paying attention.
Dec 1, 2009 5:59 pm
To beat a dead horse.   Posted November 3, 2009:     [quote=Meletio]OK her's some guidance ...over the past week or so 90 % of the economic numbers and earnings have beat expectations. ( some even on the top line ) and the mkt can't hold a rally. That tells me that you should protect your gains if you have them. Buy some SDS or SH ( non leveraged ) and keep it in your account. Use your other $ to trade the bounces. That way if you are wrong you make money on the shorts. Don't worry about taking a bath on the shorts b/c we probably do not have too much upside in the mkt.  Ok now for the humor. some people on this forum are so incredibly stupid that I am starting to question evolution. [/quote]   Date     Symbol    Price 11/3     SH           $56.52 11/30   SH           $53.67
Dec 1, 2009 11:09 pm

Meletio,



Our firm is sponsoring a huge meals-on-wheels program. PM me your address, and I’ll sign you up for a bird and some taters.



note- when you answer the door, DON’T tell the driver you live with your parents. One gift basket per household head.