This will tell you how far I have fallen since getting married and having two kids.  Janes Addiction released a new album 4 FUCKING MONTHS AGO and I just found out today.  How sick is that.  One of the alltime greatest bands (and obviously one of my favorites up there with Pink Floyd) released an album and it took me 4 months to realize it.  I am such a wanker...

1. I will be sued by Bank of America. Not going out on a limb here as we're already in an Arbitration over promissory note money and I think I lose this one.

2. I will make a lot more money this year. (See Number 1)

3. Markets will not be so damn pessimistic.  We're in a pessimism bubble. It's palpable.  Everyone wants their money back as soon as they make it back and then they watch the bus keep going and ask to get back on.  This is typical.

4. Brazil will outperform.  Significantly.  (See Number 3, Google has way better search results then ask.com who has infected my computer somehow as a default search bar...)

5. This is the Chinese Year of the Dragon so anything goes.  Look out for things that will happen to you that you will not be able to even tell your friends.  Just keep them under your hat.  When you're buying all the drinks just tell your friends to not worry about it.  And China will not have a hard landing.  Just a hard on for consumption.

6. I'm expecting above average temperatures and women will sport less clothing as a result. 

7. Maybe I'll get in shape and drink more.  Yes, I love dichotomies.

Cheers,

Gunter

Sure, the US looks ok now (not that a revised 2% GDP growth in 3Q is awesome) but there are so many other things out there that worry me.  China just posted its Manufacturing PMI at 49...the last time this number broke under 50 was July of 2008 and we all know what happened after that.  Brazilian 3Q GDP posted recently at .3%.  Not 3 percent...three tenths of one percent...not good.  And with Euopean GDP estimates now being lowered again by the ultimate insider trading firm in the world (Goldman Sachs), it makes me wonder if the US is strong enough to hold up when everything else appears to be heading into the shitter again.  Despite the financial pundits loving the word "de-coupling", it has never really happened...we all march to the same drum...some just go up and down more (EM) and some slower (US).  So what am I saying here?  Sell.  Take the money and run.  Get outta Dodge.  Bail. My faith in governments fixing things is completely exhausted...lets just wait for the defaults.  Actually, we would be in a much better place right now if companies/countries that suck were just allowed to go under.  It would mean more pain in the short-term, but would be a better long-term solution...

These assclowns in Europe are just getting worse by the day.  The market doesn't even move on news anymore...it moves strictly on rumors.  Are we going Lower?  Higher? The simple answer is I have no clue, and if someone tells you they do, they are lying. All I know is that these idiots take the cake on how to turn a pack of firecrackers into a nuclear explosion.  Like most politicians, they are really good at talking...not so good at actually doing anything.

As for me, I continue to like certain areas.  Hate big financials but think there are some opportunities in well capitalized small or regionals...names like CFFN and PBCT come to mind.  I also love tech here on the pullback.  Been buying some QTEC for broad tech exposure...exposure  that isnt ridiculously weighted toward Apple.  Also like ADBE here.  Thinking of stepping in front of the GLW train but its tough to pull the trigger knowing it could go lower.  High dividend payers?  Still like telecom...CTL and a small company named AT&T that is paying a 6% dividend.  I mean, really...who wants to buy a 10 Year treasury paying 2% when they can get 3 times more in a blue chip telecom?  Shit...even if AT&T goes nowhere for 10 years it's much better in the long run with reinvested dividends.  Bought some short term Jefferies bonds about a week ago on the cheap.  So far, so good there.  And my last suggestion....lots of cash.  I think that we have seen the lows for the year but who knows what is on the horizon in this market.  If you are 100% invested long in stocks right now you need to get your head examined.  There is no shame in having 20% or 30% of a portfolio in cash now...even 50% if you are scared shitless.  This allows you to do a Frotuss favorite....take a sip when the market takes a dip.  

 We were enjoying a nice rally on good European data until sentiment shifted as a result of these A-Holes.

In other news there is still football. In College we only have one game, Texas vs A&M at 8 tonight. 

3 NFL Games including Jackson's Dolphins in the middle afternoon slot vs dem Cowboys. Lions game is early. Then the Harbaugh Bowl is on at 8pm.  Really like watching the 49ers this year.

Tomorrow is a really impossible day for me to work as college football goes nuts. If we rally in the markets then I won't have to think too much about work.  See the schedule below for this weekend. Lot's of fun:

Thursday, November 24
TIME (ET)	MATCHUP	TV	PPV	MOBILE	TICKETS
8:00 PM ET	No. 25 Texas at Texas A&M				Tickets

Friday, November 25
TIME (ET)	MATCHUP	TV	PPV	MOBILE	TICKETS
11:00 AM ET	Eastern Michigan at Northern Illinois				Tickets
11:00 AM ET	Louisville at South Florida				Tickets
12:00 PM ET	No. 8 Houston at Tulsa				Tickets
12:00 PM ET	Iowa at No. 21 Nebraska				Tickets
12:00 PM ET	Kent State at Temple				Tickets
12:00 PM ET	Bowling Green at Buffalo				Tickets
1:00 PM ET	Akron at Western Michigan				Tickets
2:00 PM ET	Toledo at Ball State				Tickets
2:30 PM ET	No. 3 Arkansas at No. 1 LSU	CBS			Tickets
3:30 PM ET	Colorado at Utah				Tickets
3:30 PM ET	Boston College at Miami (FL)				Tickets
7:00 PM ET	Pittsburgh at West Virginia				Tickets
7:00 PM ET	UTEP at UCF				Tickets
10:15 PM ET	California at Arizona State				Tickets

Saturday, November 26
TIME (ET)	MATCHUP	TV	PPV	MOBILE	TICKETS
12:00 PM ET	Iowa State at No. 9 Oklahoma	FX			Tickets
12:00 PM ET	No. 13 Georgia at No. 23 Georgia Tech				Tickets
12:00 PM ET	No. 14 Michigan State at Northwestern	Big Ten Network			Tickets
12:00 PM ET	Ohio State at No. 15 Michigan				Tickets
12:00 PM ET	Rutgers at Connecticut				Tickets
12:00 PM ET	Cincinnati at Syracuse				Tickets
12:00 PM ET	Rice at Southern Methodist				Tickets
12:21 PM ET	Tennessee at Kentucky	SEC Network			Tickets
12:30 PM ET	Troy at Western Kentucky				Tickets
12:30 PM ET	Maryland at North Carolina State				Tickets
2:00 PM ET	Wyoming at No. 7 Boise State				Tickets
2:00 PM ET	Nevada at Utah State				Tickets
3:30 PM ET	No. 2 Alabama at No. 24 Auburn	CBS			Tickets
3:30 PM ET	No. 5 Virginia Tech at Virginia Coverage map »				Tickets
3:30 PM ET	Oregon State at No. 10 Oregon Coverage map »				Tickets
3:30 PM ET	No. 19 Penn State at No. 16 Wisconsin				Tickets
3:30 PM ET	Florida International at Middle Tennessee				Tickets
3:30 PM ET	Purdue at Indiana	Big Ten Network			Tickets
3:30 PM ET	Illinois at Minnesota	Big Ten Network			Tickets
3:30 PM ET	Duke at North Carolina				Tickets
3:30 PM ET	Vanderbilt at Wake Forest				Tickets
3:30 PM ET	East Carolina at Marshall				Tickets
3:30 PM ET	Missouri vs. Kansas*				Tickets
4:00 PM ET	Louisiana-Lafayette at Arizona				Tickets
4:00 PM ET	UAB at Florida Atlantic				Tickets
4:00 PM ET	New Mexico State at Louisiana Tech				Tickets
4:00 PM ET	Memphis at Southern Miss				Tickets
6:00 PM ET	Air Force at Colorado State				Tickets
7:00 PM ET	Texas Tech vs. No. 18 Baylor*				Tickets
7:00 PM ET	Florida State at Florida				Tickets
7:00 PM ET	Ole Miss at Mississippi State				Tickets
7:30 PM ET	Washington State at Washington	Versus			Tickets
7:45 PM ET	No. 17 Clemson at No. 12 South Carolina				Tickets
8:00 PM ET	No. 22 Notre Dame at No. 6 Stanford				Tickets
8:00 PM ET	San Jose State at Fresno State				Tickets
10:00 PM ET	UCLA at USC				Tickets
10:00 PM ET	San Diego State at UNLV				Tickets
11:00 PM ET	Tulane at Hawaii				Tickets

Let's see if I remember how to landscape.  Most of my efforts in the last 16 years since I retired from any real form of manual labor have been half-assed at best.  A little mulch here.  A little mulch lying in the grass there.  I couple shovel digs and- whew, where's the beer I'm spent sort of attitude.  I'd prefer to sit around and accept blow-jobs and offer investment analysis.  Maybe start about 5 dozen novels and never get past the fifth page or so.  Yeah, that's me, but... I opened up my large-ego trap of a mouth and told my wife I'd build a patio in the back yard since the grass is just so awful from the dog constantly pissing his little urea-filled urine all over the place and deadening up the yard.  It's miserable out there.  My brother and his boyfriend are coming down to sit in the back of my house and constantly smoke cigarettes and pot out back so at least offering them another venue might clear some of the air around the sliders.

We shall see if I got it.  I used to landscape for a meager FIVE DOLLARS AN HOUR.  How anyone could pay people such horriffic wages is beyond me but whatever....

Items of Need:

Wheel Barrow

Grit (fine gravel for packing around the stones/pavers/brick whatever I choose and under for drainage)

Stones/Pavers/Brick

Level (Got one of these)--must slant the deal away from the inside the screen patio for when it rains.

Shouldn't really be too hard but my wife is jacked up about it like a coke fiend since she stares down HGTV whenever she gets a chance.  She's always in the midst of a project.  I'm sitting right next to a head board that I have to attach to a guest bed----which I already attached and detached since it wasn't painted the color she liked when she bought it and I thought I was doing her a favor by attaching it.  Her head is constantly trying to do projects that her body can't physically comply with, you know, like screwing in screws, hammering in nails straight.  Shit that I can do but just don't want to.  I got a guy that I pay to come to my house or office and do shit like that for me because I feel my time is too valuable to spend it giving my hands arthritis... I must keep them soft for the ladies, not unlike Curly from Steinbeck's "Of Mice and Men" who soaked his hands in gloves that were coated in vaseline for grabbin dem boobies! Okay, that's a bit weird and that's not why I don't like manual labor.  I don't like it because I was subjected to it as a kid and am inherently lazy.

Right now, I'm telling my 7 month old australian shep/corgi Tex to leave me alone and go lay down.  He keeps dropping a tennis ball at my feet.  I woke up at 2:30am; have taken him outside. TWICE! and now he thinks it's playtime because I'm buzzsawing away over hear on the keyboard.  PSYCHO DOG.  I will pay money to anyone who reads this and emails me to come and take my annoying dog for about a 3 hour tour of North Boynton Beach.  We have lovely gangs north of Hypoluxo road who like to spray paint vacant gas stations.  Perhaps he can scare some of them off with his barking.  We all know they be scared of dogs. "GO LAY DOWN" I plead with him to no avail, he's clomping all around in the house-office.  I'm about to go to my real office for peace and quiet.

I've been thinking of creating fake news again because it was so much fun way back when... here's a blast from the past:

Evening Update

I just couldn't resist.  While both political parties are full of criminals, I do tend to fall more to the right on most issues.  So I find this funny.  Others may not.  Tough shit as Frotuss is mine (and Gunter's....sorry pardner)....