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i'm stapling my lips together during this whole copenhagen thing. the hypocrisy is so thick that my inner cynic is screaming.
this head cold is whipping my ass. bad. enjoy yourselves today.
@randybias go get em randy!
i publicly take this vow: if i'm ever elected to congress, I will fly commercial w/ my security staff. period. tks.
. @Ross i like how many hybrids are in that 1200 limo fleet - 5. 5? really? they couldn't find more than 5 hybrid limos in all of europe?
. @bfeld yea, but photo-ops are hard via conf calls. ;-)
getting ready to cheer the vikings and my boy Favre on to victory.
btw: the head cold goin around s. fla right now really sucks.
sooo, they really don't care about the climate *that* much obviously - http://www.telegraph.co.uk/earth...
. @infoarbitrage agree re: app store. "app store" for the enterprise and ALL collaborative software moving to "service platform" is huge
whoa. @pkedrosky thinks we may see march lows in 2010. I agree on the CRE and Mortgage reset headwinds, but the lows? yowza. ouch.
my personal investment thesis (3-5yrs): barbell. either super liquid (cash) or super illiquid (startups, real estate, real assets).
btw: Alabama is going to be the national champion. And Mark Ingram and Colin Peek are going to be NFL stars.
listenin to @pkedrosky talk china as last resort, running fantasy football projections, lookin at NFL spreads, trying to kick this damn cold
i have GOT to get me one of those money printing presses. could come in very handy.
caveat: my personal thesis is predicated on NOT having the time to short term trade the markets.
some days i wish i was a professional sports gambler (much the way there are pro "investors/traders"). today's one of those days.
nfl picks for the week (ATS): Eagles, Rams, Titans, Cowboys.
unseasonably cold in S. FL (40s 2nite); putting on a pot o' chili and gettin ready to watch the Gators put a hurtin on Bama (go gators!)
gearing up to do something i have done in yrs: spend the rest of the month reading FICTION. yes, made up stuff! yeeeha!
i saw someone the other day call Krugman a "former economist" -- ha! ;-)
ftr: if we're going to be serious about reducing deficit, then all options should be on table and Bernanke wasn't wrong to raise that.
i still say @pkedrosky for Treas Sec, @infoarbitrage for FDIC head, @howardlindzon for SEC chair - but that's just me.
friday: i'm planning for a personal "outage" today. have a good one all.
Kim: "what should we get ppl for holidays?" Me: "sons of anarchy season 1." yes, i meant that everyone on the list should just get that.
my early look at "big trend" for Gluecon: making apps transparent/permeable via cloud, APIs, protocol soup.
my post defrag "big trend" for 2010 (hat tip to mike gotta): transformation of *everything* collaborative into service platform
q: will season 3 have Tara (Ophelia) entering madness via the finale? is Ophie=Horatio; Unser=Polonius? ahh the mind boggles. (@sutterink)
huge congrats 2 @sutterink - SoA is BY FAR the best show on tv, and has got me re-reading hamlet. PUMPED for season 3. #sonsofanarchy
@CMastication yep. ideally, we foster reg environments that promote industry, but DC is so corrupted that "regulating" just means "kickback"
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