(The 1970’s are back in California, at least)
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It ain’t easy keeping up with my family for a long weekend mini-vacation let me tell you. It seems we did it all this time around– the full blown resort/ winery grand loop/ top-eating halls/ Napa-Sonoma scenario, and even added in the occasional valley balloon flight and a “little” family party at a relative’s Fairfax home in the hills. I think we also greatly depleted the stock of the district, so it’s a good thing that harvest is a little late this year.
Because let me tell you — they’re going to need more grape jooce (sic) when we finally vacate the air space.
Going into this week I am going to exercise some caution. I still have a little bit of my ANV and SLW hedges left and I may add to them perhaps get some GDX and even GDXJ covered calls. Both gold and silver are magnificently stretched here and I’m looking for a respite at least. I woulodn’t be surprised if that respite went hand in hand with a similar pullback on the SPX.
To that end, I may trim my sails on some of my stock positions also, including TCK, TC and ANDE — the non-precious Jacksonians. I will keep all of my MON as that seems to have a counter-cyclical trend to its trading recently.
Besides, it’s a long term hold play, and I’d be comfortable adding lower, so why sell some now?
I am bone weary and getting up early tomorrow to take on the San Fran Airport. I will try to check in via Crackberry, but until then bon chance!
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Jake – hit the edit button. Chance is feminine.
I, too should think of hitting the cali climes. What with those egregrious gains in SLW.
Bon voyage!
Next time you’re in Fairfax, the brews are on me – http://ironspringspub.com/
Gah! I am sorry I missed you. Cute little town, if a bit “rule obsessed. ”
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Glad you had a good time. Next visit then.
Did you ever email me? I don’t have that one on my BlackBerry but I did check it twice and didn’t see anything.
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Yes I did, Sir. Been running errands back from vacation myself this weekend and sent a note when I saw your note on last thread/post.
Hope you had a such a good time you’re motivated to return our way soon. I can’t drink everything that’s produced in Napa & Sonoma myself, you know. Though God knows I try.
Fak, I checked Saturday night, and didn’t see anything (it’s not my “regular” email) and figured you were not about…so I didn’t check it again. Sorry about that.
I would go back next week, but my wife gets real sticky about leaving the bambinos for any period of time. I may need to engineer a “bidness visit.”
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Gotcha on the Gmail. Bidness travel is my favorite travel, so I hope you’ll engineer a trip that provide$ a gateway for the entire family, bambinos and all. Safe travels, Jake.
Nice, Babar. I’d like to make it back there sometime and do a proper wine tour although I am admittedly privy to the sweeter whites and reds rather than the drier.
babar and tintin, that’s my childhood right there.
LOL…. if the basket tilted that much, I’d be in a psych hospital right now. Straight up and smooth was hard enough.
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There is no way Danny was raised on anything other than math books and pattern recognition software, no matter what his parents told him they were reading to him at bedtime.
It was probably all in the original French.
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it was
Neil Young sounds like a quavery old granny. I like his style, and his tunes, his brilliant guitar solo’s, and especially identifying with “A man needs a maid”. But when I hear him come on somewhere I always think, “Heh, it’s gramma”.
Yeah, but its his voice that makes his mournful songs so distinctive.
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Which wineries were lucky enough to have you grace their presence?
Better to ask which weren’t!
Best one was probably Mayo or Leder… which you cannot get out here. The latter is the old drug dealers place, but I may be spelling it wrong.
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Just swinging by — looking forward to your next post. take care