Diegojames

A Reasonable Case for Guarded Optimism

Unfortunately true

The Top 10 ETF Model Portfolio

USO is not considered very appropriate or correlated. Maybe some experts will step in and comment. CNBC HD has even presented negative information about it.
I recently sold down CVX since it is showing projected negative revenue growth for next 2 years and schwab made it "D". I have XOM on watchlist and am waiting for natural gas to bottom.
Will go back into TCK as possible action by temasek is forecast.
Will buy more CNI on market dip and add to BHP, HON, RHT,CSCO,VLO,SLV,KO,SPG, and I am holding BTU.
The construction and industrials will improve over the next several months. Hard to know when to come in and which ones.
California is a economic disaster and more home and condos are being built around the LA county edges.Who will buy? Low priced condos are being snapped up with OBAMA money added to real estate broker discount by investors.
LA Unified building a school in Granada Hills with a solid steel frame . CSUN is still adding buildings and infastructure. I will be checking out the San Joaquin Valley next week. Homes are being built south of San Diego. It is time to check out ETF building supplies, construction companies and industrials .
Northridge, California

John Hussman: It's Tough to Buy Into Fear

I PULLED THE TRIGGER AND NOTHING HAS HAPPENED. pERHAPS THE GOVERNMENT INVOLVEMENT NOW PUTS US IN A DIFFERENT ERA. I THINK THE GOVERNMENT IS NOW A 1950'S SOVIET ERA AND SHOULD NATIONALIZE GM AND THE UNION AND BUILD HUMMERS, TANKS AND SUBURBANS WITH DIESEL HYBRIDS AT NO CHARGE.
LONG -SHAW GROUP, MCDERMOTT, CHEVRON, ALCOA, MOO, GG
DIEGO

The One-Word Topic of the Day, and Week: Obama

Stop-STOP- SAYING what OBAMA will do. SO FAR LOOK AT WHAT HAS BEEN HAPPENING...PELOSI-REI... B.FRANKS interferring and get ready for TURF WARS- WITH big names stepping down.

The fed(THE FED) WAS LEAD by a ridiculous computer/MAN(greenspan... in league with CONGRESS, GOVERNMENT AGENCIES, WALL STREET-PAULSON-LEHMAN,... ETC- DETROIT AUTO MAKERS - UNIONS ETC
NO ONE MADE A PLAN FOR THE FUTURE....and BIG BONUS MONEY blinded and re election/lobby money silenced.-
Making a greener car with what money????? BIG AUTO needs all executive SALARIES/BONUSES SLASHED AND CANCELED. UNIONS NEED TO SLASH BENEFITS and wages.
AND GM and FORD need to come clean about all the past decisions and expenditures and then the MANAGEMENT NEEDS TO BE SLASHED, BUILDINGS SOLD, DEPARTMENTS downsized and models from EUROPE BROUGHT TO THE USA....or maybe bring the entire plant here or bring completed sections here for reassembly but no more research is needed to GET STARTED --because EUROPE USES DIESEL AND electric hybrids can be added soon...
Independent program like the MANHATTAN PROJECT are now needed for all energy types..AND AUTOS..DETROIT CANNOT BE TRUSTED and the PAST MUST BE DESTOYED NOT BUILT UPON.
No more good MONEY INTO THE RAT HOLE OF DETROIT-UNION-CONGRESS AND WALLSTREET AND GOVERNMENT SUPERVISION...unless the supervisors are ALL CHANGED..LOOK AT HONDA ---LOOK AT HONDA-HONDA-HONDA---SE... WHAT MANAGEMENT CAN DO-DO -DO-DO.
TERM LIMITS...TERM LIMITS....HONOR REQUIRES RESIGNATION...NOT REWARD AND RECOGNITION,,,FAILURES CANNOT FIX...OR RESTORE CONFIDENCE.
OBAMA MIGHT DO SOMETHING IF POLITICAL WRITERS --or PUBLIC PRESSURE force action after remarks and jabs because ..history will record his story.

Wall Street Breakfast: Must-Know News

GM-FORD-CHRYSLER---WOU... YOU by stock in these companies???
The government will. And NO PRECONDITIONS will protect UNIONS. Compounding the mis management of their companies for over 2 decades the senior management of these companies will bring back 50's style large cars, gas guzzlers, and a big round of bonuses for everyone and union contracts with million dollar retirements.
Sorry I wasted my time learning how to make sick people well. I could work on a production line or better yet on Wall Street. That said...HMC..HONDA and the CNG-liquid natural gas CAR is cheaper than a hybrid...GM could use CNG/HYBRID or even diesel/hybrid for SUV or Hummers and all pickups and include a solar panel roof...this would help mileage ...but they have no research for the future. Their money went into executive BATHROOMs ,PERKS and BONUSES. They thought they were CONGRESS.

Ford actually made a effort with their hybrids.

So Honda, Nissan and the French companies will WIN the day and America's CRYBABY AUTO industry will get Billions.. Will the real muscle cars return -SS_ 442-GTO-remember.

Our family has 2 JEEPS- that is a GREAT BRAND-Grand Cherokees...for my 2 daughters for business and protection. There is value I would invest in.
Diegojames
Northridge, California

When Everyone Sells, Who Buys?

Well Yesss Wall Street was allowed to ripped up the bank accounts of everyone (including the the US ECONOMY).
SENIOR MANAGEMENT, BOARDS, CEOs AND CONGRESS LET THEM GET AWAY FROM REALITY.(regulatory agencies also)
NOW imagine if the MONEY had been spent on infrastructure, SOLAR, nuclear,WIND and GEO thermal and hybrid cars instead of fraud and another round of the gas guzzlers. Thank you CONGRESS for putting your graft and re election ABOVE the needs of the USA and its people.
Now AMERICANS are some of the kindest, warmest and sharing people on the PLANET.
So NOW WE HAVE TO SUFFER A COLLAPSED ECONOMY.
GOD LOVE THE GREEDY. TAKE BACKS AND JAIL TIME TO THEM AND CONGRESS.
DIEGOjames
Northridge, California

Moral Hazard: The Real Culprit of the Financial Crisis

BUBBLES ARE FOR SPARKLING WINES; this is a management invert or lack of management. There is a continual rotation of investments that need to be made for the benefit of society.

Society(people) BUY what is good for them if a company is smart to find what people need rather than what they and government can fool them into accepting or fooling people to buy into.

Got it?
Diego
Hint: in southern California there is alot of sun all year long and we need energy.Divert government tax money in this direction and move corporations into this area by FORCE if needed. I do not need a CELL PHONE AND another stupid tv show about hollywierd.Along list of BS in our society can easily be formulated.

How Lax Is Monetary Policy?

Drive your car 4 years longer, no vacations, do not eat out, do not invest in your companies stock, put your money in short term cds and gold coins for 2 years and if the whole country does it Congress will get a hint.
Or get politically organized and fight the spend spend spend ....buy buy buy mentality aimed at women(my wife) and yours and learn how to be self sufficient with a plan B when all else fails.

Work to remove incumbents from Congress and write them that you know about their mismanagement
Don Diego

The Market's Disassociation with Reality

These are trivial numbers with attachments some might find entertaining.
The REALITY is the ECONOMY OF THE USA is damaged by a FALSE system of POLITICAL INTERACTION with FINANCIAL INSTITUTIONS.

THERE IS NO EXAMPLE IN HISTORY WHERE PROPERTY WAS GIVEN TO THE MASSES WITH PHONY FINANCING.

I need a new car with a hybrid power plant ,perhaps turbo diesel and silver-zinc batteries or CNG spiked with additives.Oh I forgot we have let our auto industry fail. I need my retirement money replaced because I do not want to live in a YURT because some idiot in CONGRESS living with a Fannie-Freddie management member did sweetheart deals for other Congressman and presidential candidates WITH lobby money.

So some number crunching "QUANT" may see a potential 15% drop below previous lows for major oil companies or late cyclical S and P 500 industrials but I will be buying COP, CVX , MDR, and AA , PCCAR, TCK as the DOW crosses 7800 with everything I can beg, borrow or steal(now that it is legal)

I will park half my cash in ALCOA-AA- when its dividend becomes 5% or greater. Aluminum is always in demand and everything will be smaller and lighter in the future. 5% is better than TREASURIES. More later my wife caught me stealing her jewelry.

DIEGOJAMES
PORTER RANCH , CALIFORNIA
STILL SUNNY AFTER THE FIRES