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Memo to All Time Travelers . . .

Note to All Time Travelers,


Let us revisit the past.
Shortly more analysis will be revealed.

We said the writing was on the wall. The opines were not perfect but pretty good.

Buy Now!!!!!

Opportunities like this do not come often.

One must take advantage of them when they do.

Apple stock keeps plummeting.

We just sold at a near record peak.

But now the market has over reacted.

Buy now and keep buying all the way down.

Look at the balance sheet.  It is so obvious.

Cash on hand.
Debt service cost.

This stock is so undervalued right now.

If it drops below $400 then just buy as much as you can tolerate as a portion of your portfolio.

This stock can only go up.
I would keep buying all the way up to high $400’s.

Then depending on what is happening we can reassess.

They have to do a stock purchase at this price.
The cost of money is so cheap they would be crazy not to.

I’m writing Carl another letter.

He never listens.

The Official Opine on Everything Apple

The official opinion site on everything Apple and whatever catches our Fancy.

From here there will be posts of diversity regarding the world of technology and along the paradigm and theme of the Apple corp and . . . . whatever . . .

At this first post, first and foremost, the Market is of great concern. Do not be fooled, the writing is on the wall.  This market is NOT OK.
Because of fundamentals occurring in banking, repackaging of financial products, scandalous and executive practices at major corps, and a war that is poorly entered and financially controlled, etc.

Homes will continue to go underwater.
Financial Crisis
Overspending by this administration, will lead to ruination, and a mess to the next Administration, and it will be a liberal one.  They will be forced to spend because of the revolting habits occurring now – TO SAVE America.  Just a guess, we are not Clairvoyants.  The last time we overspent as a percent of GDP (especially on stuff that just blows up) it didn’t work out well.  There are  opportunity costs to the things we spend our money on.  Every dollar is fungible and must be scrutinized to where it lives.  One item  will have a much higher opportunity cost than another.

My home equity line the same rate as new mortgages? In this impending crisis?

The market is of great concern.  We compel everyone to look at their portfolios and do their fiduciary due diligence.  We feel there is a tremendous opportunity on which we stand on the precipice of a potential societal meltdown if the appropriate financial duties are not tended to.  The market must fall now.  The financial tenets are clear, the government is too slow they will not move fast enough.  It is their nature. I would change positions into cash, especially in financial institutions, and wait for the damage to occur wherever it may be, and then when this worldwide calamity calms, cost average back in with all that sweet cash.

We are not a financial advisory.
We do not have expertise.
Invest wisely with your professional, this is just opinion.

The economy will be strange. Who knows?
Massive spending, and inattention to impending crisis, will hand over a major financial problem to the next administration.

It will be much worse. However, these are also often the times of grand opportunity.
Anything mentioned here is opinion, meant for gambling funds.  NEVER put it all in one basket.

In General:

The simple thinking.
At some point these thoughts are based on America surviving as a Republic.
We believe it will.
Given that, this all makes sense, as if the markets crash too low, $$s will be worthless, and we will be on the bread standard, not the gold or the yen, or anything else.

Some simple guesses.  Don’t panic, be thoughtful and pragmatic.

1) If the Dow is trending below 9,000 slowly cost average in all the way down and on it’s way up, in indexes if available.
Accelerate as we drop lower.  This may be contrarian.
You need an Ironclad stomach, and the ability to lose all this cash.
Accelerate buying as it appears the market is going back up, do NOT stop.

Do not get emotional.
This is gambling money.
Even if we get down to 8,000 or 7,000 KEEP cost averaging.
There are only a few times in life where grand opportunities like this exist.
Frankly, if it goes much lower you are going to have to figure out how to buy bread, not count your loses on your tax return.
Fiat currency eventually becomes worthless.
Our country is too strong to not recover from what will be a $2 trillion dollar waste of cash and life on this Iraq war.

2) Apple stock:
Cost average strong right now.
Apple is getting the big picture.
Faster the quicker it drops, and then keep buying even as it goes back up.
AFTER this – you are on your own. It may take a few years and we will opine again.
We believe this to be a prudent strategy, although contrarian admittedly,
We’ll see . . .

3) Google Stock:
If already owned, depending on your tax situation, Google right now anywhere near $700, SELL!

Then take that cash, as GOOG – it will decline, and cost average in all the way down and up again using similar rules.
We feel uncomfortable (right now – we don’t know what future pricing will be like) when it gets to $600, that’s your decision, we suggest sell.

If you are not going to watch the oscillations closely then do not be buying and selling.  Just own this GOOG, it has a great future.  Maybe one of the best of this generation.  Cherry pickers often miss out on the runs.  SO do not be shortsighted on google volatility right now.  If you can take the time there is money to be made in its ups and downs.

The company is volatile – but they get it as well, and are building the future.  It will become less volatile.
In general cost average a strong buy when ever it gets down to $450.
Be careful with this oscillator.  If the oscillator seems to be slowing, then buy equity positions.  GOOG is a long haul value growth stock.  Who knows how far this one will go.

If GOOG becomes more stable then they are a great long haul stock.
Just buy it and stop trading it.  Too much of a pain and you might miss the big gains.
There is a lot of money to be made in their present oscillations though.

As the future unfolds, we can opine more.
Hopefully we’ll get a president smart enough to have better fiscal policy in the future.

The flow of capital is Good!
The opportunity costs of a dollar are real.

Why blow something up when you can invest in the future?
The former only gives defense contractors short term profits, the latter sustains us in perpetuity.

Good fortune to everyone!

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