Sunday Post: Don't Pitch to Pujols Ed.

Hello All,

Here are some ideas on the S&P 500.  It seems like a "sell the news" decline is in the offing in the week ahead.  I'm going to be a scale up seller into 1258.  Not sure I will have a stop on these shorts.  Will dedicate 30% of a Max Short position to the cause.

Good Luck.

Sp500 Update 23oct11


Albert Pujols is the most bad-ass hitter I've ever seen.  He's certainly the best of his generation.  I was there when he wrecked Brad Lidge and screwed up the Astro's World Series rotation by bombing one late against one of the best Closers that year.   The guy is "Money"...pure and simple.

What he did Saturday night was crazy good.

Speaking of crazy good....why does it always feel so good to watch Bob Stoops and Oklahoma LOSE?

Fun Night.


AmenRa said...

Weekly 3LB Update 10/21/11

mcHAPPY said...

Thanks, Andy and Ra.

Matthew said...

I can't remember if I checked in recently. I had the flu for about 2 weeks and was floored. I've been working long hours and I haven't had time to check in. I miss all of your opinions.

Interesting Pernod Ricard 10y deal struck on Thursday (I think). It is a pretty good credit and likely to be open to new investors whenever Fitch decides to upgrade to match the other two big rating agencies. There are lots of interesting issues in that crossover/split rating space (as well as in the high junk space where the credits are likely to improve as we muddle along).

I haven't been watching the World Series this year because I was so heart-broken when the Tigers went down to the big bats in Texas. I just can't watch another pitch until next season.

It sounds like I am missing a hell of a series.

Anonymous said...


do you do anything in the 'Distressed Debt'/'Bankruptcy'-sphere, in regard to 'Corporates'..?

Bob Stoops, :) that's funny, He, always, struck me as being part-D****eBag..

that TTech Win was Grrreat...(h/t to 'Tony the Tiger' ... in memoriam of the Detroit Kitty-Cats---in fairness, they, really, missed Brandon Boesch--that dude was one of their major 'spark-plugs'..)


also, this 'leg' of "Equity-price Movement" (up), does seem Over..

Andy T said...

Nice night to be a cowboy/ranger fan. You could've caught a cowboy game and ranger world series game and only parkerd your car one time.

Those ball parks share similar acreage.

Mavs win the NBA championship.
Rangers in the works series again.
cowboys? C'mon man...

AmenRa said...

Indy wondering why no one has declared Techmo yet.

Anonymous said...

Sir Francis Bacon wrote in 1597, "Knowledge is power." And in the last 400+ years, that knowledge has broken the yokes of oppression around the world and empowered the common man to claim his Liberty and proudly carry the responsibility that comes with it. Our generation now finds that torch in our own hands.

"It does not require a majority to prevail, but rather an irate, tireless minority keen to set brush fires in people's minds."
~ Samuel Adams, (1722-1803), known as the "Father of the American Revolution."

"The Revolution was effected before the War commenced. The Revolution was in the minds and hearts of the people ... This radical change in the principles, opinions, sentiments, and affections of the people, was the real American Revolution."
~ John Adams, (1735-1826) 2nd U.S. President

Samuel and John Adams' words inspired us to rekindle that spark in others. The Internet has certainly played a pivotal role over the last 11 years, and we have had the honour of 'enlightening' millions around the world to the fundamentals of Liberty. We have received countless emails from people who have received a Liberty Quote and said, "Every high school student should read these." Even after 16 years of formal education, many folks are discovering that they have somehow missed essential knowledge about Liberty. In fact, the world more closely resembles the Orwellian novel '1984' than that envisioned by the Adams'. I often wonder what they would say today as 1st world central governments mimic the very acts that sparked the American Declaration of Independence and the revolution that followed.

Indeed winning 'hearts and minds' is the real revolution. And despite the monumental efforts to indoctrinate and program people into submission to and dependence upon 'the State,' the torch of Liberty still lights the way for discerning individuals who remember:

"Make men wise, and by that very operation you make them free. Civil liberty follows as a consequence of this;
no usurped power can stand against the artillery of opinion."
~ William Godwin, (1756-1836) English journalist, political philosopher and novelist

"The history of the world is none other than the progress of the consciousness of freedom."
~ Georg Wilhelm Friedrich Hegel, (1770-1831) German philosopher

As a result, people of the world are becoming more aware and thus more empowered to take the reins of their own lives. As economies around the world are crushed under the weight of unpayable debt that governments have laid upon their citizens, the people are forced to ask themselves, "How did we get here -- and how do we make sure this never happens again?"

Anonymous said...

"The issue which has swept down the centuries and which will have to be fought sooner or later is the people versus the banks."
~ Lord Acton, (1834-1902), First Baron Acton of Aldenham

"The system of banking we have both equally and ever reprobated. I contemplate it as a blot left in all our constitutions, which, if not covered, will end in their destruction, which is already hit by the gamblers in corruption, and is sweeping away in its progress the fortunes and morals of our citizens. Funding I consider as limited, rightfully, to a redemption of the debt within the lives of a majority of the generation contracting it; every generation coming equally, by the laws of the Creator of the world, to the free possession of the earth he made for their subsistence, unincumbered by their predecessors, who, like them, were but tenants for life."
~ Thomas Jefferson, (1743-1826), drafted the Declaration of Independence, 3rd U.S. President, referring to the First Bank of the United States whose charter was not renewed in 1811.

"Gentlemen, I have had men watching you for a long time and I am convinced that you have used the funds of the [central] bank to speculate in the breadstuffs of the country. When you won, you divided the profits amongst you, and when you lost, you charged it to the bank. You tell me that if I take the deposits from the bank and annul its charter, I shall ruin ten thousand families. That may be true, gentlemen, but that is your sin! Should I let you go on, you will ruin fifty thousand families, and that would be my sin! You are a den of vipers and thieves."
~ Andrew Jackson, (1767-1845) 7th US President, in 1836, Jackson "killed" the Second Bank of the United States by refusing to renew its charter.

One hundred years ago, most of the world used gold and silver as currency, and the debasement of the currency had been the downfall of every civilization that attempted to replace substance with a 'promise' for substance. Today, most every nation on Earth uses promissory notes in lieu of real 'cash' -- that is to say that 'money' is now 'debt' -- the more money you earn, the more debt you are holding. Debts that can never be repaid, for without debts, there would be no currency. Truthfully, the entire world has been bankrupted to the central bankers who create money of out nothing to 'loan' to the nations of the world -- the result: ownership and control of the world.

Anonymous said...

As the Tea Party and the Occupy Wall Street crowds have discovered, the people have been conned out of every dollar, and the mountain of debt continues to rise exponentially. This is the single issue that the people of all the world share and what we believe will be the driving force for Liberty around the globe.

"No free government, or the blessings of liberty, can be preserved to any people, but by a firm adherence to justice, moderation, temperance, frugality and virtue, and by frequent recurrence to fundamental principles."
~ George Mason, (1725-1792), drafted the Virginia Declaration of Rights

"Liberty is the hardest test that one can inflict on a people. To know how to be free is not given equally to all men and all nations."
~ Paul Valéry, (1871-1945) French poet, essayist, aphorist

We here at Liberty Quotes are looking forward to a very interesting year. The line in the sand has never been more clear. And as the powers-that-be attempt to pit us one against the other, let us remember that it takes two wings to fly.

"We have the greatest opportunity the world has ever seen, as long as we remain honest -- which will be as long as we can keep the attention of our people alive. If they once become inattentive to public affairs, you and I, and Congress and Assemblies, judges and governors would all become wolves."
~ Thomas Jefferson, (1743-1826), drafted the Declaration of Independence, 3rd U.S. President

"There are a thousand hacking at the branches of evil to one who is striking at the root."
~ Henry David Thoreau, (1817-1862)


Anonymous said...

for our local Deflationists..

Wal-Mart ups ante in holiday price matchin

1 minute ago

(AP:NEW YORK) Wal-Mart is announcing a new strategy that it hopes will pull in procrastinators early by giving them a big incentive: a guarantee that they'll get the lowest price no matter when they buy during the holiday season.

The Bentonville, Ark., discounter said Monday it will be matching prices on many of its products. Shoppers who buy something at a Walmart store between Nov. 1 and Dec. 25, but then find the identical product elsewhere for less, can get a gift card in the amount of the difference.

The offer excludes merchandise bought on Wal-Mart's website and some other products, such as groceries.

The price guarantee comes as Wal-Mart Stores Inc. tries to solidify its position as the low-price leader for the holiday 2011 season.


Bruce in Tennessee said...

Well, I watched as much of the Colts game as I could stand. There may be some controversy as to who is the best quarterback in the game today, but not in my mind. It isn't Bennie and the Jets, it is Peyton and the dwarves...

ben22 said...

thanks for the charts Andy, good overview.

Andy T said...

Gaddahfi was worth $200bn?


That's a ton of money.

cv said...

That's a ton of money.


Not necessarily...

- IF gold = money...
- & if a TON = 32,000 ounces (16*2000)
- & if the PPO of gold is $1,650


- a TON of gold (money) = $52,800,000

Or is that to say that's 3787.8787878788 'tons' of money?


Was that '$200bn' (emphasis on the '$' just a steaming pile)?

OR... The market cap of AAPL is $364bn... Maybe the good Col. owned 2/3rds of it... If if so, now that he & Jobs are both gone... Who's running the ship?

cv said...


A fool & his (money) are soon parted


AmenRa said...

Andy T

Commodities (oil and gold). Now the question is where did he stash HIS piece?

Anonymous said...

gold bricks = "the new 'WMD's"...

I say we invade!

Anonymous said...

~1258 holding in there, like a Champ.



cv said...

The Vegas House Ticket this week (determined by the 'sides' on which Vegas has taken the most money without significantly moving the line) was:

- Jacksonville
- Minnesota
- Arizona
- St Louis
- Indianapolis.

[The house also had a lot riding on Washington]

Vegas has so much exposure on Jacksonville, Minnesota and Arizona that if all three of those teams fail to cover there may not be a Vegas next week. Tickets were running almost 19-1 in favor of Green Bay (so it was great for the HOUSE that the Vikes covered (wink wink)...

Tonight you have Baltimore - Jax and the 'sharps' had a 26-1 bias towards the Ravens (but that was at 8.5)...

You'd probably be better if you had locked that in...

I can't go against the HOUSE with such an extreme bias off the VHT...

Therefore I'm OFF tonight... The HOUSE has their perfect guy in pinstripes (Carl Cheffers)... It had Scott Green as well (last night in New Orleans), but there was really nothing he could do because the game got out of hand so quickly...

I'd expect a bunch of long pass interference calls on the Ravens D, as well as holding calls on the Ravens offensive line...

A backdoor cover is in the cards, but I'm OFF either way...

Yesterday was profitable...


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