Let’s do this.

Like getting the keys to your new house.  Put the key in the front door, giggle the lock a bit, and give a nice shoulder shot to unstick and open that door.  Ah, the new home.  It’s empty.  A few dust bunnies and cobwebs.  Needs paint.  Needs more than just paint.  But that’s alright.  It’s yours.  All yours. 

What to work on first?  Set a priority list?  Or go with the flow?  Probably a little bit of both.

 What’s in my world right now that I’m bringing into this new house?  For one – stocks and finance.  Whoa, daddy.  March 6, 2008.  A Thursday.  I’ve never heard of a “Black Thursday” before, but by golly it felt like a dark brown.  If I could sum up all of my thoughts into words at this point, then I wouldn’t stop typing….ever.

Why not just start with the position we put on today and we’ll see how smart or smrt it was at the end of this month.  Objects in motion tend to stay in motion (yeah, there will probably be a lot of geek style painting going up in this joint, too…they’re in the boxes…just gotta find ‘em and unpack ‘em), and I thought why not start with a currency move.  Not to overthink things…but why not play the dollar against the Pound and Euro.  When mortgage companies that didn’t take much/any subprime risk get margin calls and have a default because everyone’s stuffing cash under their mattresses…without any creative policy changes on the near term horizon, then the only ‘bullet’ (cough, cough) left appears to be another strong rate cut.  Bank of England and European Central Bank showed their cards and not budging.  Again, pretty simple view, but sometimes simple is all you need.  We’ll see.

Today: 1 Euro = $1.539; 1 Pound = $2.01

This won’t be another stock blog.  What kind of blog will it be?  Stay tuned.  A bit of everything.  But definitely to amuse me/us (yes, you the reader…there’ll be a futon in the side room where you can crash), to think, to overthink, to underthink…

Alright, now I’m already starting to bore you.  My bad.  It’s like that guy (and you know who he is) at work that never stops talking to you and never has anything useful to say.  And he does it right before lunch.  At that point, you stop him and just walk away.  But just like that guy, he’ll be back…and so will we.  Take care.