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jdstein

  1. Analyzed a tactical allocator on behest of client. Moves between gov't, cash & high yield. Down 2% YTD. Missed high yield rally big time.
  2. I swear I see the spinning beach ball more on my MacBook Pro since upgrading to Snow Leopard. Wasn't solving that the point of upgrading?
  3. There is something wrong with NCAA coaches like Brian Kelly taking new jobs before they finish the season. It's called quitting & betrayal.
  4. Conducted my annual TSA agent comfort index survey. On average TSA agents are very comfortable & their feeta don't hurt. Sample size = 1.
  5. @pkedrosky always considered de Moivre a pretty normal guy, hence the name. Perhaps the smart & charming distribution more apropo
  6. This gives me nightmares. LAX tunnel between terminal 5 & 6. Could it be any more austere. http://twitpic.com/stj3d
  7. You can pick up a short sale house for $50 sq. ft in Idaho that costs $1,000 sq. ft in La Jolla. Is climate 20 times better? Probably.
  8. We could probably solve world hunger if people would go plant a real garden instead of wasting hours on virtual facebook farms.
  9. Pleased $TGLMX closed up. Good to get most clients out today before shareholders realize the key PM's exited.
  10. Would hate to be working TCW's trading desk today. Will be crushed with sell orders. Hope they hold off dumping non agency MBS.
  11. TCW terminated Jeff Gundlach per Investment News. The guys is one of the best mortgage managers in the country.
  12. Delta onboard wifi clocks in at a blazing 0.3 mb/s. On the other hand, their billing system was broken so its free.
  13. RT @shefaly: "I've been sayin for years tht we're using the word ‘guru’ only because ‘charlatan’ is too long to fit into a headline- Drucker
  14. @pkedrosky with Armageddon in your site name & books, it would take the second coming to change opinions.
  15. @shefaly @pkedrosky gurus who key banging the same key make lousy music. Even a simple tune can have a bit of variety.
  16. Be wary of pundits whose professional persona is tied to one particlar view - be it bearish, bullish, cataclysmic. Confirmation bias
  17. @juliejulie you obviously didn't play the in-your-face, have no mercy hopscotch we played growing up. More like hopscotch rugby.
  18. Most frustrating thing about ATL is I never remember which concourse has which restaurants. Where were the crabcakes? Need ATL app.
  19. @juliejulie re hopscotch. It depends on what the uniforms look like. Do we get to wear helmets?
  20. Piatti at 11:40 works. See you then.