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November 02, 2008

Random Thoughts

I apologize for not posting as much recently.  The market has been tough and I have been plugged into my trading.  With that said, I wanted to take a minute and discuss a few items.

1. I think market gets close to hitting 11000 on the Dow before year end.  Much lower gas prices will have a significant increase in consumer spending and traveling.  

2. I was amazed to hear the Goldman contacted Citi about merging firms.  I didn't think GS would move to be swallowed up by another firm but WOW!  I think since the market has settled down slightly then I would expect that they should be okay.

3. Speaking of Goldman, Warren sure got some good terms on his deal with the GS.  The hefty 10% dividend and warrants certainly raised the cost of capital for GS - actually hurts the firm from a valuation standpoint.  

4. Thank goodness that the election is near.  I am so tired of seeing the commercials and getting hit by Robocalls during the day.  Good news for investors:  I think we may see a nice rally later this week.

5. I will increase my posting frequency over the next month.  Be sure to check out my twitter account as well.  (Twitter is a micro-blogging service that is starting to gain lots of traction - I highly recommend it)

6. I will leave you with a quote from the great Jason Calacanis :


Great entrepreneurs build value and market-share in down markets.  They go to work seven days a week and the breakout when other folks check out.


Good evening.
  

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