NYC Journal

In fact the kid’s live in a town called Kent that is in Carmel, the township.

What we learned is that there is slim pickings, and an amplified un-affordability in the Hudson Valley. Basically the word is out.

Not much available and what is available is pricy. Top dollar even for a fixer upper that needs a gut Reno. In my face is how lucky we were in securing the Baby-Victorian when we did.

Carmel is a place that is a big recreational community, and it is understandable why it is a hot market.

Tomorrow we will have the grandson so the father can finish the emptying of the condo rental. Nothing heavy or bulky that one man can’t handle, except Dave is ill suited for this physical work, an out of shape smoker who gets overwhelmed by such tasks.

It was pretty hard trying to work with him moving things that were bulky or heavy enough that it required two people. When I would say “lift” nothing happened. Not an ideal team player.

In the load in I did most of the work. On the load out a friend Pat took up the slack thankfully so I didn’t have to hammer.

Tomorrow I get my annual physical with my PCP. Next week I see my primary hematologist the old geezer. The blood was already drawn, so pretty much we will talk about the results. Hopefully I can stop taking the Eliquis for the blood clot. A simple D-Dimmer test from the blood that was drawn will signify if I still have an active blood clot or not.

I have two Strats, and plugged them in this morning to compare. The Candy Apple Red Strat has a trem and I think because of the heavy steel inertia block on the bridge from Callahan the guitar actually sounds more like tele rather than a Strat. Know that I’m a Tele player mostly so this suits me fine.

I also did a wiring trick using a 5-way “Mega-Switch” I had on hand. The position 3 instead of being the middle pickup alone like on a normal 5-way wiring is actually the bridge and neck as if a Tele middle position.

The black hardtail Strat sounds like a Strat. Anyways an odd difference, and I love both guitars. The black Strat plays well and the big deal is that it is featherweight. Lately it seems that lightweight swamp ash or alder is kinda rare. Glad I snagged the bodies I did. Seems like bodies now are boat anchors.

Lately pulling great tone from my assortment of guitars is a great exercise. Each one performs differently, has a different vibe, and also its own unique voice. This is a form of having chops or my own unique sound and style. I play mostly downstrokes.

Cal
 
MFM,

Likely a faulty gene. I also have the gene for annoying people. LOL.

Not my fault annoying people…

Cal

Gene or genius? 😝

But you know what they say -- a good workman always blames his tools (or did I get it wrong again?).
 
Last edited:
Tesla stock looks to be forming a “death-cross” today. This is when the shorter-term 50 day moving average crosses the longer-term 200 day moving average. Generally a bearish signal.

I like fasting when I go to get my annual physical, and since the grandson is coming this is a complication. Yesterday had to run out to buy eggs. This kid east 2-3 of them.

I want that warm weather to happen. I want to sweat. My weight hovers…

Biking needed to get into skinny bitch mode, under 155 pounds. I now weigh 158.2 pounds, and know that muscle is more dense than fat.

I have to order a half dozen gig bags to store the newly built guitars. A nephew is graduating college, and “Maggie’s” brother from North Carolina will be staying with us a few days.

My guitar room will become a guest room. We have a convertible couch there that is kinda boutique and high ended that was free. It was gifted brand new by a furniture company that Maggie did a promotion for.

Our stairway has a 90 degree bend at the top, and my worry was that this couch that becomes a full sized bed would not fit. Somehow 4 guys got it upstairs, and put on these bulky arms. Seems like this couch now is a permanent part of the house.

It is kinda high ended and as a couch and bed is mighty comfortable. Luxury quality…

Cal
 
I don’t mind being under the radar. I don’t want to be a rock star of be in the spotlight. I don’t wish fame on anyone. It is a liability. I know this through “Maggie.”

According to a headline my gold mining stock jumped 20% last week. Some of this was due to the sell off to deleverage.

I bought this junior miner as insurance to diversify and it was a very smart move.

Cal
 
Markets are in the green betting that givebacks and exemptions will rescue the markets, or will they?

Pretty much pick bad or worse from a headline about the 2025 outlook. Will a recession be avoided, or will continued muddling go on indefinitely to be a long slump. Either is bad, just different.

As they say, “When the U.S. sneezes, the world catches a cold.” Pretty much the U.S. economy is that dominant, but China’s economy too is also at that level, and then if you consider the European Union as a whole their combined economy is at the level of China’s economy.

All are experiencing a slowdown as globalization is rapidly being dismantled in a chaotic Willy-Nilly manner.

Fact is there are three big economies in trouble, and if one collapses the other two get taken out. This situation is a zero sum game with collateral damage and no real winner.

You and I are being gamed… Are you having fun?

I find it amazing the green screens. A lot of people believe there is value in the markets. Insanity…

Cal
 
Markets are in the green betting that givebacks and exemptions will rescue the markets, or will they?

Pretty much pick bad or worse from a headline about the 2025 outlook. Will a recession be avoided, or will continued muddling go on indefinitely to be a long slump. Either is bad, just different.

As they say, “When the U.S. sneezes, the world catches a cold.” Pretty much the U.S. economy is that dominant, but China’s economy too is also at that level, and then if you consider the European Union as a whole their combined economy is at the level of China’s economy.

All are experiencing a slowdown as globalization is rapidly being dismantled in a chaotic Willy-Nilly manner.

Fact is there are three big economies in trouble, and if one collapses the other two get taken out. This situation is a zero sum game with collateral damage and no real winner.

You and I are being gamed… Are you having fun?

I find it amazing the green screens. A lot of people believe there is value in the markets. Insanity…

Cal


Let's not forget a very important point. What is told to us by the media, and what is really happening behind closed doors, are two entirely different situations.
 
The other day “Maggie” saw a black squirrel in our back-backyard. These rare squirrels are on Long Island and NYC, but this is kinda novel.

Black squirrels are a rare occurrence.

Maggie also saw a Blue Heron swoop over our marsh.

We live is a small paradise.

Cal
 
Lunchtime and suddenly we have a red screen. There goes the earlier 450 point rally on the DOW…

“Sell America” seems to be the trend. I think any rally will get sold into. Basically the exemptions on electronics is only temporary, so what is different other than the timeline?

Eventually tariffs will kill the economy. A stay of execution means you are still on death row. So more flip-flopping…

Of course all this uncertainty makes it hard to draw in capitol and build out any new business or industry. Mucho collateral damage.

Cal
 
Last edited:
The “inhibitor” used with my testosterone killer will cost me (my out of pocket expense) is $206.83 a month. Multiply this out for 2 years. Ouch. BTW I have Part “D” insurance I paid for.

So now there is some subsidy and/or assistance program to help cover this expense. So I might not have to pay over $4.8K over the next two years.

Currently the markets are mixed.

I have to go back to my PCP’s office tomorrow at 9:00 AM to get my blood drawn. Cholesterol and glucose are needed to be closely monitored going forward.

I am mildly anemic. My PCP says this is a normal side effect from the testosterone injection I received. My complaint is a slightly lower energy level that I would not call fatigue. Oh-well…

So it seems like for two years I’ll be suffering a mild anemia. My glucose and cholesterol levels will be closely monitored, and my bloodwork also needs careful monitoring to prevent liver and kidney damage.

With the inhibitor they first administer the max dose, and taper from there if they have to.

Realize that it takes up to 6 months for the chemical castration to have its full effect. I got the blood test results back, and I already have dropped well into the “out of range.”

Cal
 
A death-cross on the S&P 500 appears to be forming. Could happen today.

Then the bond exit is hitting “ugly” levels not seen since 2020.

So let’s start framing the context of where we are now. We really have not recovered from the Pandemic, yet the valuations in the markets don’t really reflect that we still are enduring a Pandemic and pot-pandemic crisis. Some of the inflation we are experiencing is from then from over stimulas from the previous administration.

Separately my out of pocket costs for the first quarter is about half the 7.5% of my AGI to qualify for an itemized deduction under medical expenses.

Cal
 
Last edited:
Black squirrels are said to be 1 in 10,000.

The DOW is up 450 points again. Are you dizzy yet?

157 pounds on a zero’ed mechanical scale. This was after having an egg breakfast. Not so far from being a skinny bitch again. That threshold is 155 lbs.

Cal
 
Banksters like CitiBank and JP Morgan are cutting back on valuations of U.S. stocks due to uncertainty, yet the markets go green and rallied. Someone is wrong.

Lots of crazy stuff going on that is insane besides the markets.

I listened to an architect who phoned into NPR who does lots of work in the south. He cited that the uncertainty will likely lead to delays, and it is impossible to figure out or calculate input costs like steel, gypsum, lumber… Then on top of that he cites that in particularly the south relies on a lot of immigrant labor.

So regionally the south in particular could be hit very hard with a labor shortage. This architect already says that labor is stretched, and that in Dallas things have already slowed down and rents have declined. He builds apartment complexes in many southern states.

He also spoke of how the housing shortage will not be going away, especially with these conditions. Anyways the outlook down south looked mighty dim.

There was lots of talk about how uncertainty was inhibiting investment, and of course this involves the future and also growth. So six months from now, if nothing changes, some conditions might firm up, but anyone running a business is standing in quicksand.

As things deteriorate we are all sinking.

Cal
 
The S&P 500 did in fact make a death-cross today, a bearish signal.

The Home Cheapo and Lowes sale on mulch for $2.00 a bag ends after Wednesday. Tomorrow I will load up the Audi. Need about 30-40 bags.

I love this mild weather.

My PCP reinforced that I am in good shape to recover rapidly without complications. At least now I realize why I have a lower energy level: mildly anemic… Did not know about how this side effect would play out.

I can see why and how the anemia gets interpreted as fatigue in older, or less fit patients.

Cal
 
The other day “Maggie” saw a black squirrel in our back-backyard. These rare squirrels are on Long Island and NYC, but this is kinda novel.

Black squirrels are a rare occurrence.

Maggie also saw a Blue Heron swoop over our marsh.

We live is a small paradise.

Cal

It must be a Democrat...
 
BTW, I've noticed that posting on this thread now no longer puts it on the first page of What's new.

Being me, I now suspect happening and happenings. Am I right?
 
This thread does not get top listed in what’s new anymore.

Today I get my blood drawn fasting for my annual physical. Plan on loading up on mulch. About 20 bags fit in the Audi A4 so I likely will have to do 2 loads.

$2.00 a bag ends after tomorrow.

Overcast and the ground is damp, but mild temperatures.

The markets hover with uncertainty. To me the fund managers, and the Banksters are lowering guidance, but dumb retail investors are the buyers bidding up things. Pretty clear with the choppy action up and down 450 points on the DOW that perhaps smart money is selling into the rallies.

So you have smart money verses dumb money; seasoned pro’s verses the average Joe. I’m on the side of the smart money. Citibank rates U.S. Stocks as “neutral.” Earnings on the S&P are getting downgraded by others.

Headlines are suggesting, a slowdown, stagflation, and recession. Take your pick…

BTW the FED will get blamed…

Cal
 
I have the notification bell which says there are new posts. So somehow I clicked to watch the thread long ago and get a direct access.
Hoping for a continued good treatment.
Over here 65F is being hit and it's already Mid April?? Planned some darkroom time and I might just ignore the weather a bit for it.

The markets hover with uncertainty. To me the fund managers, and the Banksters are lowering guidance, but dumb retail investors are the buyers bidding up things. Pretty clear with the choppy action up and down 450 points on the DOW that perhaps smart money is selling into the rallies.

So you have smart money verses dumb money; seasoned pro’s verses the average Joe. I’m on the side of the smart money. Citibank rates U.S. Stocks as “neutral.” Earnings on the S&P are getting downgraded by others.

Headlines are suggesting, a slowdown, stagflation, and recession. Take your pick…

Cal
And EU plus Asian markets follow whatever trend from the US. The heck, they are "slowly recovering". I had put a small amount into an index fund and it's positive now.
At least 10 years after I took my economics classes I get to see in practice what was theoretical (interest rates at work and not just QE times). Having grown from a recession I am always pessimistic bearish. The Bonds are slowly and quietly having the upper hand, and I recall Cal brought this up long ago.
 
Back
Top Bottom