Friday, December 29, 2023

2024 Political Filth

Most of the major Democratic governed cities are filthy, in many ways.   

The $8,000,000,000,000 added to the United States Debt in the last 3 years has now put the interest on that debt to over $1,000,000,000,000 a year. 

Don't you just love Bidenomics?

Schools are a joke.  No longer do public schools teach basics.  They are simply babysitters forcing garbage on students.  I once took a degree in secondary education.  Imagine that very same education today!  I wouldn't go near an inner city public school without a bullet-proof vest. 

Across the nation, drugs and crime are rampant.  Police are undermanned and underpaid.

Foreign policy is a failure.  Tell me again how that Ukraine conflict works out with YOUR tax dollars?  Israel, the Middle East, an open checkbook of your taxes.

Borders of the United States are wide open.

The fake politicians tell you all is well.

Let me tell you, the vast majority of it is fake. Data, I don't care where it comes from is always to be questioned.  Election data, Covid data, polling data, economic releases from our government, nearly all of it is pure fake.

I once was awarded a degree in Economics.  Economics pretends people are rational.  Look around, how much rational do you see at an intersection? Listening to an economist expound on data collected by fake and lame government agencies is laughable.  When has an economist ever made me or you any money? 

Even politics is fake.  What is the difference between Democratic and Republican politicians?  When COVID hit they all sang the same tune.  Every politician on Earth wanted their people to play along and do what BIG PHARMA was paying them to do, to force their people to take an experimental vaccine. 

Millions of Americans are too brain-dead to get it and only care about the color of the newest i-Phone while they figure out what they can steal at the grocery.

May God shine on the United States of America in 2024.

Tuesday, December 26, 2023

Life, Death and today in the Market............

Just out of the ocean and back to my desk.  Did my usual two laps in some great wave action to the buoys.  Not much better exercise than an ocean swim to feel alive and get some sun at the same time!  Planning for some sushi tonight and it was a beautiful day in Los Cabos. It started out rather nasty, I will get to that in a bit.  We are closing in on year-end.   Many of the AUM players are done for the year and figuring out where to spend their bonus money.   Some guys who ran hard in the jet fuel of November are out now, lying around in cash.   I never had that luxury. I played better offense than defense in football but it is defense in the markets that will always be most important.  Remember I said that.

For the first 3 years of running my investment firm in the 2002 and 2003 time-frame, I made more money from the stock market than I did from my company.  It was a costly endeavor of time and effort flying to a plethora of Native American tribes to present our "pitch" of what Native American Advisors, Inc. could do for them.   If you don't know what Indian time is you haven't spent time in Indian country.   We started before cell phones and the internet were in play.   It was time-consuming to fly, drive, pitch, drive, fly, and trade on top of everything.  Hard enough to get a tribal council together on time.   Having never smoked a single cigarette in my life it was difficult to fake taking a drag on the pipe when it was passed around the council meetings.  Wouldn't trade a day of it!

We helped so many who hired us.   We didn't buy anyone off, we didn't come up with professional sports tickets, we didn't play politics, zero kickbacks to tribal councils, and we didn't promise stellar returns, our only promise was to do our very best.   We saw it all in the early days of Indian gaming.  Sovereignty meant they could and would do as they pleased.  Fiduciary behavior in Indian country?  How do you spell fiduciary? 

It has been 4.5 years since my retirement.  Time flies when having fun.  I have continued to trade and am fairly active when the market dictates.  For sure I am learning daily and making my usual bone-head mistakes.  Mistakes in the markets are easy to see in the rear-view mirror.

I am often asked what someone should do with their own money if they want to learn how to be a successful investor.   I am always concise with my answers.  First, you must be able to take losses and secondly, you have to invest a lot of time and learn about yourself.  You have to read books.  You have to study which means work.  Most people don't want to work.  Don't believe me, think again.

I always tell people to buy a book.   That book was written by William J. O'Neil long ago and updated regularly.  The name of the book is HOW TO MAKE MONEY IN STOCKS.  I tell people to READ IT TWICE and then call me.   Funny, no one reads it twice, and hence, no one calls.  See how that works?   

Daily I am awake and up before sunrise.  So was my Dad.  He would have been 101 years old tomorrow.  Like Dad, I am awake in the dark!  Nothing unusual about that, been doing it for decades.   Today, my bride and I started our normal exercise routine which gets me back to my trading turret before the market opens.  We were on the beach, in the deep sand, and suddenly found ourselves looking at the tracks of dozens of baby sea turtles that had hatched in the full moon of last night and headed for the sea.   I found one baby upside down, flailing his little self with all of his might and my wife found this little fella, I don't do pronouns and don't know how to sex a baby turtle so for now he/she is a fella for the woke pronoun police.

   

I got both of the little guys into the water's edge and then had to contend with several gulls circling so I plucked them up and got them out into the deeper surf.  I was wearing my Swarovski binoculars so didn't go all the way in but was wet up to my waist and was cheering my new little friends on to life in the open ocean when they both surfaced and were immediately picked up and devoured by ravenous gulls. 

The circle of life.  Woulda, shoulda, coulda.  Was late to the market open, lost both baby turtles, seawater chafing all the way home, for sure a hot mess!

It was a good day, I have my health and the love of my family.  This afternoon I popped on to Instagram where you should follow the two people I follow.  Well, I follow more than two, but I do follow Cameron Hanes and David Goggins.  Goggins, like me, can cuss a blue streak, Dad taught me well.   I am going to reprint here from a David Goggins post he put up today on Instagram.

We live in a world where people want to see you fail, many of you may disagree with that statement, oh but I know all too well! When you are on top of a mountain, people want to push you off! They are waiting for your mistakes. They are waiting for the moment when you can’t take another step. They are smiling at your failure.

For those people who want to see you fail, what they don’t understand is this… they are at the bottom of the mountain where there is tons of oxygen which allows them to run their mouth.

For those few who have the guts to climb, the higher you climb, the less oxygen there is which means the less you talk. The air gets thin the higher you guy so you make a conscious choice to conserve your energy knowing that you want to get to the top of the mountain. And the air at the top of that mountain is very thin. Very little needs to be said while you are climbing the mountain let alone standing at the top!

Remember this: all those days you don’t want to do something, all those days where injury plagues your mind and all those days when fatigue is keeping you in bed, you, my friend, are making a motherfucker happy by giving in to those feelings.

I wanted those turtles to make it today.  They had a lot of things to overcome.  I did too.  Growing up in Indian Country, going to 4 high schools in 3 states, living in government housing, putting myself through college trapping fox, moving to San Diego in 1979 not knowing anyone but my roommate and when Merril Lynch wouldn't hire me because I didn't have any sales experience I sold life insurance for 3 years for the Northwestern Mutal Life Insurance Company until one day I sold some life insurance to a stockbroker who was licensed to sell himself his own life insurance and he said I needed to meet his boss,  a guy by the name of David B. Utter.  By the way, selling life insurance in San Diego in 1979, 1980 and '81 when inflation was 20% and interest rates were half that was no easy task when whole life policies were returning dividends of maybe 7% and no one was dying on a sunny day in San Diego! 

The rest is pretty much history.  

I still make mistakes.  It has been a great fall even being laid up with Covid for a few weeks.   When the market took off and roared in November I was down with Covid and stayed out for a few weeks because I couldn't remember much.  Today, I found myself bitching about losing a towel.  After the market closed I was walking to the beach to swim and somehow a fresh towel, clean and fluffy, fell out of my beach chair, strapped on my back.   I took it personally.  I attached real value to that towel!  It had been with me a long time. I liked it. I walked every step back to my home from the beach to find that towel and then back to the beach with another towel.  Today I needed to pull my head out of my ass and be happy for the person who has it.  It was my fault I lost it.  All mine.  Maybe tomorrow I will go and buy a dozen towels and give some away to make myself feel better.  I am still in a world of growing up with nothing while I learned to watch out for and appreciate everything.

Today was a good day.  I am still learning. It's been a good fall hunting big game animals and big stocks.  


2024 has a lot of promise.  I live in the greatest country the world has ever known.  This wonderful experiment, started by Washington and Jefferson long ago may still have some legs.  Having good health and the ability to function helps.  That and some hard work.  Funny thing, my late German grandfather in Hancock, Minnesota always told me the harder he worked the luckier he got.  I listened.

     

  

 

     

Look in the Mirror!

If you still hate Trump after this Biden Shit Show, your dedication to stupidity is impressive.  

Saturday, December 23, 2023

Peace on Earth, Goodwill to.............

The world is a funny place.  Would you agree that illegal is criminal?  Come on, be honest.  Admit it!

American politicians are doing their merry best to allow would-be Democratic voters into the country!  And YOU, boys and girls are doing your very best to pay for them!  Good on you!

A new analysis by the Center for Immigration Studies (CIS) reveals that almost 60% of illegal alien households in the United States are benefiting from at least one form of taxpayer-funded welfare benefits.

Breitbart reports that the study, written by CIS’ Steven Camarota and Karen Zeigler, found that illegal alien households, as well as legal immigrants, use “significantly more” welfare than actual American citizens. Of illegal aliens currently occupying land in the U.S., 59% are on welfare that is funded by legal American citizens; 52% of legal immigrants are also using welfare. Meanwhile, less than 40% of American citizens use welfare.

Friday, December 22, 2023

THANK YOU

It has been a busy time.   It is hard to believe the calls, texts, emails, and though I seldom log-on, the META birthday wishes!

I mean it.  Thank you for your thoughts, your time, your writing.

Someone asked me about my goals for this year.   Yes, they will be written down.

I found long ago in the early 80's that written goals are far more effective than goals in your head.

Yes, to answer your question, my goals are being formulated.  One is to get back in the circle.  To get my Native American regalia on and dance.  There are more.

Your goals, not mine, need to be things that inspire you.   Goals that make you want less sleep, to pile out of bed in the morning and get after them.

Every day is a gift.  Don't believe me?  Head to the nearest cancer ward or hospice center.   Get your ass moving and get after it.   As Pete Shaw always said when he was on the move, "Get a hat"! 

Miigwich!


Wednesday, December 20, 2023

Life at 70

The story is still being written.   Life at 70 is still under construction.  

Life at 60 wasn't bad either in the picture below but I think it's better now!

We laughed so hard when we figured out that my bride had selected THE EXACT SAME SHIRT for me to wear on my 70th birthday as I wore on my 60th!  I guess my normal attire of ARIAT, CARHARTT, and SITKA  didn't make the cut!


One thing for certain and you can take that to the bank or your tipi in Mandaree, Pine Ridge, or Lake Andes.  It's been a hell of a great year in the stock market.


Last year on this day, my birthday, the Parisian Family closed the transaction on our beautiful home here in San Jose del Cabo, Mexico.   It took a huge chunk of our investment accounts but two things have happened since then.  One, the real estate market has picked up in Los Cabos and the market value of our home has increased substantially.  Hundreds of thousands I would think.  Secondly, our investment accounts have gained back over $1,200,000 in the past year to compensate for some of what we had to shell out for Casa Tule'.   Good fortune or pure luck?  Intelligent investing or pure luck?  Smart timing or pure luck?  Good markets or pure luck? Doesn't matter.  Up is up. I'll drink to that. Feliz Navidad!  


The stocks don't know I own them and wouldn't behave any differently if they did.

It's only money and there is much life beyond one's finances.  Remember, if it's a problem about money it's not really a problem.

This year I had the extreme displeasure of experiencing the actions of the single biggest prick I have ever heard of in 70 years.  The single biggest turd sandwich who happens to work in the United States military.  Pure ugly.  
Dr. Woodrow Monica was right.  The political woke are entrenched in our military.

I moved to San Diego in 1979 from the winter deep freeze of Minnesota.  The best real estate in San Diego is still controlled by the United States Navy.   And speaking of the Navy in San Diego read this piece in your spare time and clue yourself on military graft and corruption.

San Diego Navy Admirals FOR SALE!

It's a classic tale of why the United States should close 50% of our military bases.

And speaking of Colorado Woke, nothing in Colorado amazes me anymore.  With all the THC wafting around I see it's up to its woke tricks.  The Colorado Supreme Court ruled today that democracy is a clear and present danger to the fascist oligarchy.

Today I took the day off from my daily exercise of swimming in the ocean.  Needed a rest.   80 isn't that far off!  Maybe I will change shirts.  But I think she likes what she sees!








Monday, December 18, 2023

Listen Up, ELON MUSK

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The NYSE is on the phone.

Your ticker is available.