Coming Back To Earth

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

________________________________________________

The glow has begun to abate and I am back in the loving embrace of my immediate nuclear family again.

And away from that drunken sot of a brother of . Away from his fistful of aluminum bottles and his near-magical affinity for attracting state troopers at the exact wrong time.

It was great to check the Superbowl box off the bucket list, however, especially given the “down to the wire” exigency of the finale, though I think my stomach could cope better with a blowout (on either team’s part).  It was also excellent to do it with family, too… with a guy I’d been going to Giant games with since we were little kids.  I’m only disappointed that babies kept two brothers away and Vegas the third, because I think Dad would have liked all of us to be together in these seats I found.  Seats that were so eerily close to where we all used to sit in the old stadium… where Dad used to sit.

I had a hellacious day at work today because I’ve really got no time to be taking even weekends off, never mind the odd Superbowl Monday I used for travel and “recovery” yesterday.  But things are hopping right now, thanks to this current odd mixture of liquidity and nervousness.   A lot of shareholders are taking the money and running these days, deciding discretion is the better part of valor.

But Ben keeps the presses moist and full of fresh green paper, because after all this is an Election Year.  And a year when the Giants are Superbowl Champs.

It’s only February, but this really is shaping up to be a magical year already, no?

______________________

No position changes today.  I might even add tomorrow if the dollar continues to break down, however.  My March Madness pick is the previously mentioned AUX gold stock, btw.  I hope you will join The PPT to participate.

My best to you all, and thanks for your patience and indulgence.

On the Important Matter of the SuperBowl

______________________

Look you, I’m not named JakeGint out of some whim or queer circumstance.  I chose that name because I’ve got a three generation relationship with the New York Giants and frankly, I’m nuts about professional (American) football.

Call it a weakness, call it folly, blame it on the encroaching general degeneracy of American youth culture.  I don’t really give a damn, frankly.  I’m going to the Superbowl.

Here at iBC, we’ve got Limey’s, we’ve got Frogs, we’ve got Canucks and we’ve got Wogs.  I don’t care who you are, you’ve an affinity with some sports franchise, either directly or through some beloved male relative.  It may be “Football” or even “futbol,” but that matters little.

So, in summary, just shut the hell up and indulge me, here.

The real question is who has the edge?  Incredibly, Tom Coughlin, the much maligned head coach of the Giants, has a 4-1 record against the Genius Bill Belichick since they were both made head coaches.  This is no small thing.  Bill Belichick is probably the greatest NFL football coach that has ever walked the sidelines.  Yes, he may even be the superior of Vince Lombardi, who played in a far simpler era.

And here’s a crazy aside — I love Bill Belichick.  When I was a kid, he was the New York Giants Defensive Coordinator, and   I prayed he’d be our head coach after Bill Parcells retired.  Unfortunately, that fat bastid Parcells was too full of pride, and waited a full year to leave the Giants… just long enough to let Belichick leave to coach Cleveland.  That was not coincidental, btw.  Parcells knew Belly was the reason the Giants had won two Superbowl titles, and having him win another TEN Lombardi trophies with the Giants would have been a poor reflection on Parcell’s record.  So he ended up in Cleveland and New England instead of where he belonged.

But that is all done,now, and we are enemies tomorrow.  This saddens me but does not obfuscate the fact that Coach Coughlin has dominated Belly for years now.

Can that continue?  I’ll leave you with some stats that might be of some use, and with the discussion.  I will try to log in tomorrow at various times, but know that I am going “all in” tomorrow in Indianapolis, and will be extremely busy.

I am hoping for glory, but know that I am living on borrowed grace, no matter the denouement.   I say “good day” to the loyal Patriots fans, but I will hold off on wishing you all good luck.

You have Tom Brady and Bill Belichick on your side, and I should think that is all the luck you will need.

My best to you all, my friends.

_____________________________________

 

 

Thanks for the Laughs, Mr. President

OFU

___________________________

I want to thank the President for the belly laughs provided in tonight’s  State of the Union speech.  It’s good to know that when his political career is finished, he can always support Michelle and the girls by opening up for Chris Rock or Lewis C K.

Still getting over the stitch in my side from this quote:

I’m a Democrat.  But I believe what Republican Abraham Lincoln believed:  That Government should do for people only what they cannot do better by themselves, and no more.

This claim, mind you, came after he had just laid out a bunch of additional spending promises for (yet more) “new employment training,” extending tuition assistance,  low cost refinancing for underwater mortgages, and of course,  and even more subsidization of the multiple train wreck crony-chocked “clean energy” industry.

There was even more, of course.   Remember this gutbuster?

Let’s never forget:  Millions of Americans who work hard and play by the rules every day deserve a Government and a financial system that do the same.  It’s time to apply the same rules from top to bottom:  No bailouts, no handouts, and no copouts.  An America built to last insists on responsibility from everybody.

Again, the President said this after bragging about allegedly saving the auto industry by stealing it from bondholders and handing it to the UAW.  He said this whole promising the aforementioned mortgage bailouts and further subsidies of everything from windmills to egregious college tuitions.

A famous commentator today said to watch for the President bringing up “blueprints” for the future.  He mentioned that this was the mark of the Utopian… the “grand plan” of the beloved leader that if only followed, would lead us to prosperity.  Sure enough, the President used the term… twice.

In short, the speech was filled with the same Newspeak nonsense, class warfare, and promises to increase burdens on the private sector that have been the stock of the Obama Economic Takeover since the days when he was riding herd over both houses of Congress with Madame Pelosi and Harry Reid.

Admittedly the guy can deliver a speech as well as Billy “Smoove” Clinton.   He should take this comedy gold one the road in 2013.

_________________________

Meanwhile, back in the more serious climes of Superbowl host city Indianapolis, I was greatly disheartened after the GOP Response speech of “My Main Man Mitch” Daniels.

No, not because it was a poor response.  No.  In fact it may have been one of the most powerful — and most appropriate — responses to a Statist’s “blueprint” I’ve seen since the Reagan years.

No, my loss of heart was due to Mitch himself.  He was, from the very start of Obama’s Administration, my number one choice for the 45th President of the U.S.   He’s been nothing short of magnificent as an intelligent and powerful Mayor of Indianapolis, and later, Governor of Indiana.  He’s got a big brain and an outstanding temperament.   Unfortunately, it seems he loves his crazy wife more than he feels an obligation to the country.   That’s disappointing, to say the least.

Have a look at this incredible response, and reflect with me on what could have been:

_________________________

CRAAPL crushed after the bell tonight, so I expect we should get more and more of the more tomorrow.  What’s more important to me is that the dollar continues to struggle and silver looks to be holding up in turn.   It remains to be seen what the POTUS’s speech does to the markets tomorrow, but I think I can state that there was nothing especially market moving in the entire catalogue.  The dollar will continue to call the tune.

God Save the U.S.

_______________

Greetings from Cloud 9

Irony: The Pride of UMass Will Take on the Pats

____________________________

A late night pop-in from Giant fan land.  I am wondering how I’m going to pick stocks this next week or so with three lives deals on the broiler, and my New York Football Giants in the Superbowl.   The truth is, I’m probably going to start trimming here, and probably be more dormant than not.

Don’t get me wrong.  If the PM’s can hang in here, against the coming retracement of the overall early January move here, than I might even suggest some additions to AG or BAA or even AUY.

But for now, I’m going to trim sails and bask in a hard fought win versus the San Francisco Forty Niners and their NFL best defense.   There’s a lot to be said in the coming days about the next Superbowl game on February 5th.  The one pitting my Giants versus the New England Patriots — the teams (thought not the same team) they defeated 4 years ago in early 2008 to win the Giants’ third Superbowl trophy.   The Patriots will need little motivation to come hard in that game.  They’ve got a humiliating Super Bowl loss to get over, and they will try their damndest.

Luckily, we’ve got Eli in his Superman cape…. making it happen in the 4th quarter once again.  It should be fun.

____________________________

As I mentioned, I will be trimming tomorrow for sure, and raising cash.  I will probably get up to 60-75%, with only some core holdings untouched.

My best to you all.

_______________

Near Blue Heaven

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

________________

Please don’t come looking for market advice today.  I am in Nirvana, without Kurt Cobain, after my Giants have destroyed the Green Bay Slackers in the Chilly Tundra of Green Bay.  This was despite a ridiculously bloated spread (disrespect), and the full participation of the referees for the Cheesehead Cause.

Thank you Hakeem, Eli, Victor, Ahmad, Osi, Justin and of course, Jay Pee Pee.  You gave me a great, if undeserved day today.

And let me just say, fifteen wins or not, if you have the worst defense in the league, that stuff is going to bite you in the ass sooner rather than later.  Especially in the playoffs.  Note also that the Saints — perhaps the best offense at home in the entire league, could not get it done against the best defense in the league.  Granted, they came damn close (sorry RC), but in the end, it’s defense that wins championships.

I would even go as far as to say that the Raven SHOULD beat the Pats next week, thanks to their dominant defense.  However, I won’t make that call because the Pats are coached by the greatest defensive mind in the National Football League, perhaps ever.  Belichik could construct a playoff-capable defense out of six fat crossing guards and a 100-meter ball of sticky packing twine.   Never, ever count him out.

I know that in my “Jakerodamus” picks thought the Giants would be “one and done” in the playoffs, but this is a brand new team I’m seeing here.  Will they continue to not make dumb mistakes?  Continue to make clutch catches, clutch runs and most important — clutch sacks?  I can envision it.  I really can.

I believe.

Thank you all for putting up with my obsessions.

A Classic from Four Years Back

________________________

Coming Back To Earth

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

________________________________________________

The glow has begun to abate and I am back in the loving embrace of my immediate nuclear family again.

And away from that drunken sot of a brother of . Away from his fistful of aluminum bottles and his near-magical affinity for attracting state troopers at the exact wrong time.

It was great to check the Superbowl box off the bucket list, however, especially given the “down to the wire” exigency of the finale, though I think my stomach could cope better with a blowout (on either team’s part).  It was also excellent to do it with family, too… with a guy I’d been going to Giant games with since we were little kids.  I’m only disappointed that babies kept two brothers away and Vegas the third, because I think Dad would have liked all of us to be together in these seats I found.  Seats that were so eerily close to where we all used to sit in the old stadium… where Dad used to sit.

I had a hellacious day at work today because I’ve really got no time to be taking even weekends off, never mind the odd Superbowl Monday I used for travel and “recovery” yesterday.  But things are hopping right now, thanks to this current odd mixture of liquidity and nervousness.   A lot of shareholders are taking the money and running these days, deciding discretion is the better part of valor.

But Ben keeps the presses moist and full of fresh green paper, because after all this is an Election Year.  And a year when the Giants are Superbowl Champs.

It’s only February, but this really is shaping up to be a magical year already, no?

______________________

No position changes today.  I might even add tomorrow if the dollar continues to break down, however.  My March Madness pick is the previously mentioned AUX gold stock, btw.  I hope you will join The PPT to participate.

My best to you all, and thanks for your patience and indulgence.

On the Important Matter of the SuperBowl

______________________

Look you, I’m not named JakeGint out of some whim or queer circumstance.  I chose that name because I’ve got a three generation relationship with the New York Giants and frankly, I’m nuts about professional (American) football.

Call it a weakness, call it folly, blame it on the encroaching general degeneracy of American youth culture.  I don’t really give a damn, frankly.  I’m going to the Superbowl.

Here at iBC, we’ve got Limey’s, we’ve got Frogs, we’ve got Canucks and we’ve got Wogs.  I don’t care who you are, you’ve an affinity with some sports franchise, either directly or through some beloved male relative.  It may be “Football” or even “futbol,” but that matters little.

So, in summary, just shut the hell up and indulge me, here.

The real question is who has the edge?  Incredibly, Tom Coughlin, the much maligned head coach of the Giants, has a 4-1 record against the Genius Bill Belichick since they were both made head coaches.  This is no small thing.  Bill Belichick is probably the greatest NFL football coach that has ever walked the sidelines.  Yes, he may even be the superior of Vince Lombardi, who played in a far simpler era.

And here’s a crazy aside — I love Bill Belichick.  When I was a kid, he was the New York Giants Defensive Coordinator, and   I prayed he’d be our head coach after Bill Parcells retired.  Unfortunately, that fat bastid Parcells was too full of pride, and waited a full year to leave the Giants… just long enough to let Belichick leave to coach Cleveland.  That was not coincidental, btw.  Parcells knew Belly was the reason the Giants had won two Superbowl titles, and having him win another TEN Lombardi trophies with the Giants would have been a poor reflection on Parcell’s record.  So he ended up in Cleveland and New England instead of where he belonged.

But that is all done,now, and we are enemies tomorrow.  This saddens me but does not obfuscate the fact that Coach Coughlin has dominated Belly for years now.

Can that continue?  I’ll leave you with some stats that might be of some use, and with the discussion.  I will try to log in tomorrow at various times, but know that I am going “all in” tomorrow in Indianapolis, and will be extremely busy.

I am hoping for glory, but know that I am living on borrowed grace, no matter the denouement.   I say “good day” to the loyal Patriots fans, but I will hold off on wishing you all good luck.

You have Tom Brady and Bill Belichick on your side, and I should think that is all the luck you will need.

My best to you all, my friends.

_____________________________________

 

 

Thanks for the Laughs, Mr. President

OFU

___________________________

I want to thank the President for the belly laughs provided in tonight’s  State of the Union speech.  It’s good to know that when his political career is finished, he can always support Michelle and the girls by opening up for Chris Rock or Lewis C K.

Still getting over the stitch in my side from this quote:

I’m a Democrat.  But I believe what Republican Abraham Lincoln believed:  That Government should do for people only what they cannot do better by themselves, and no more.

This claim, mind you, came after he had just laid out a bunch of additional spending promises for (yet more) “new employment training,” extending tuition assistance,  low cost refinancing for underwater mortgages, and of course,  and even more subsidization of the multiple train wreck crony-chocked “clean energy” industry.

There was even more, of course.   Remember this gutbuster?

Let’s never forget:  Millions of Americans who work hard and play by the rules every day deserve a Government and a financial system that do the same.  It’s time to apply the same rules from top to bottom:  No bailouts, no handouts, and no copouts.  An America built to last insists on responsibility from everybody.

Again, the President said this after bragging about allegedly saving the auto industry by stealing it from bondholders and handing it to the UAW.  He said this whole promising the aforementioned mortgage bailouts and further subsidies of everything from windmills to egregious college tuitions.

A famous commentator today said to watch for the President bringing up “blueprints” for the future.  He mentioned that this was the mark of the Utopian… the “grand plan” of the beloved leader that if only followed, would lead us to prosperity.  Sure enough, the President used the term… twice.

In short, the speech was filled with the same Newspeak nonsense, class warfare, and promises to increase burdens on the private sector that have been the stock of the Obama Economic Takeover since the days when he was riding herd over both houses of Congress with Madame Pelosi and Harry Reid.

Admittedly the guy can deliver a speech as well as Billy “Smoove” Clinton.   He should take this comedy gold one the road in 2013.

_________________________

Meanwhile, back in the more serious climes of Superbowl host city Indianapolis, I was greatly disheartened after the GOP Response speech of “My Main Man Mitch” Daniels.

No, not because it was a poor response.  No.  In fact it may have been one of the most powerful — and most appropriate — responses to a Statist’s “blueprint” I’ve seen since the Reagan years.

No, my loss of heart was due to Mitch himself.  He was, from the very start of Obama’s Administration, my number one choice for the 45th President of the U.S.   He’s been nothing short of magnificent as an intelligent and powerful Mayor of Indianapolis, and later, Governor of Indiana.  He’s got a big brain and an outstanding temperament.   Unfortunately, it seems he loves his crazy wife more than he feels an obligation to the country.   That’s disappointing, to say the least.

Have a look at this incredible response, and reflect with me on what could have been:

_________________________

CRAAPL crushed after the bell tonight, so I expect we should get more and more of the more tomorrow.  What’s more important to me is that the dollar continues to struggle and silver looks to be holding up in turn.   It remains to be seen what the POTUS’s speech does to the markets tomorrow, but I think I can state that there was nothing especially market moving in the entire catalogue.  The dollar will continue to call the tune.

God Save the U.S.

_______________

Greetings from Cloud 9

Irony: The Pride of UMass Will Take on the Pats

____________________________

A late night pop-in from Giant fan land.  I am wondering how I’m going to pick stocks this next week or so with three lives deals on the broiler, and my New York Football Giants in the Superbowl.   The truth is, I’m probably going to start trimming here, and probably be more dormant than not.

Don’t get me wrong.  If the PM’s can hang in here, against the coming retracement of the overall early January move here, than I might even suggest some additions to AG or BAA or even AUY.

But for now, I’m going to trim sails and bask in a hard fought win versus the San Francisco Forty Niners and their NFL best defense.   There’s a lot to be said in the coming days about the next Superbowl game on February 5th.  The one pitting my Giants versus the New England Patriots — the teams (thought not the same team) they defeated 4 years ago in early 2008 to win the Giants’ third Superbowl trophy.   The Patriots will need little motivation to come hard in that game.  They’ve got a humiliating Super Bowl loss to get over, and they will try their damndest.

Luckily, we’ve got Eli in his Superman cape…. making it happen in the 4th quarter once again.  It should be fun.

____________________________

As I mentioned, I will be trimming tomorrow for sure, and raising cash.  I will probably get up to 60-75%, with only some core holdings untouched.

My best to you all.

_______________

Near Blue Heaven

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

________________

Please don’t come looking for market advice today.  I am in Nirvana, without Kurt Cobain, after my Giants have destroyed the Green Bay Slackers in the Chilly Tundra of Green Bay.  This was despite a ridiculously bloated spread (disrespect), and the full participation of the referees for the Cheesehead Cause.

Thank you Hakeem, Eli, Victor, Ahmad, Osi, Justin and of course, Jay Pee Pee.  You gave me a great, if undeserved day today.

And let me just say, fifteen wins or not, if you have the worst defense in the league, that stuff is going to bite you in the ass sooner rather than later.  Especially in the playoffs.  Note also that the Saints — perhaps the best offense at home in the entire league, could not get it done against the best defense in the league.  Granted, they came damn close (sorry RC), but in the end, it’s defense that wins championships.

I would even go as far as to say that the Raven SHOULD beat the Pats next week, thanks to their dominant defense.  However, I won’t make that call because the Pats are coached by the greatest defensive mind in the National Football League, perhaps ever.  Belichik could construct a playoff-capable defense out of six fat crossing guards and a 100-meter ball of sticky packing twine.   Never, ever count him out.

I know that in my “Jakerodamus” picks thought the Giants would be “one and done” in the playoffs, but this is a brand new team I’m seeing here.  Will they continue to not make dumb mistakes?  Continue to make clutch catches, clutch runs and most important — clutch sacks?  I can envision it.  I really can.

I believe.

Thank you all for putting up with my obsessions.

A Classic from Four Years Back

________________________

2014 iBankCoin Investors Conference