Fridays P&L: GBP 250.00
Fridays Booze: 4 Pints of Aspinall's Cider, 1 bottle of Rioja
Fridays Soundtrack: Music to avoid the daily problems to
So Cameron displayed some Spine and stood up to the Merkel/Sarkozy Euro dream. Actually it was inevitable, there was really no way he was going to allow the Euro mafia to impose the financial transaction tax on London. As the busiest stock market, foreign exchange market and derivatives market in the world, (despite what New York says - you stick to selling municipal bonds to pension funds), it was a tax squarely aimed at London. Some people say that the Europeans will pull out of London as a result, good luck with that it will make for splendid arbitrage if BNP deals out of Paris and Deutsche out of Frankfurt. Talk about history repeating itself does anyone remember the Euromarkets exist because the US imposed a withholding tax. As for us being excluded from the decision making table in Europe so what? The Eurozone has done so well this last decade. The stock markets rose, which continues to amuse me as I don't see the advantage in buying cash stock, from an analysts point of view they look cheap but once again price/earnings multiples are just numbers, sure the big corporations are cash rich right now but that is something that can change very quickly. The banks are still not lending to the corporate sector let alone the retail market, The commercial paper market is still thin so companies require cash fr day to day funding. I made a few shekels on a long position on the Dax 30, but could ave done much better. It is hard for me to trade a direction when I don't believe in the market should be moving that way - still prefer to make money than to be right. Just now I am looking for an entry point into gold futures. This is chancy because it may not go below seventeen hundred an ounce. Id ally would look to get in around sixteen hundred and exit at twenty one hundred. Still sometimes you have to screw your courage to the sticking place.
Still having trouble talking/dealing with the Stalker. Mostly I just wish she would leave me alone, I am in that place where no guy wishes to be - her project. Can't she just go and develop some property or something? Next year she plans to do another month of charity work and is looking at going to India to look after the poor children who work the rubbish dumps, can't come soon enough if you ask me - hope she doesn't expect me to come. I got a phone call from another ex girlfriend yesterday. This one is also a little crazed, (what is it about me and dysfunctional women)? She wants to see me to sort out a few unresolved issues, hope I don't owe her any money! and then the Lunatic rounded my evening off with a two hour skype call reasserting her demands that I agree to marry her before the end of the year. My life is not improved by all this female attention.
Today's music, my top five tracks:
Love is Strong - Rolling Stones. I was thinking about the Lunatic after her phone call, you know we met in really rather stupid circumstances in a city so far off the beaten track. We only went to her restaurant because the person I was with preferred the Chapatis to te one two doors before. The odd thing is I knew from the first moment I saw her we were going to have sex and didn't know our relationship would end up being so tortuous. It was quite odd because that afternoon I just decided to neglect going back to work and sat there talking to her. We were interrupted when a couple of guys who ran a surf business out on one of the Islands came in. She had been involved with one of the guys, he was younger and fitter than me but I recall the look of sadness in his eyes when she sat next to me instead of him. We were pretty much inseparable after that. Of course it ended badly, it always does.
The White Room - The KLF. A duo of producers that created their own mythology but good Scottish lads none the less. Groundbreaking in its time but now the template for modern recording. Reminds me of hot summers in the Mediterranean, back in the days before I cut myself off from most people. Think this album was number one on the last holiday I had with my younger brother.
La Tristesse Durera - Manic Street Preachers on Gold Against The Soul. The Manics have an underlying resentment and arrogance that really appeals to me.
Something Is Worrying Me - Otis, I love Otis, ok most people know him for one massive song but that's not so bad is it?. Music for a simpler time, when your concerns were lighter.
When The Levee Breaks - When it comes to over amped rock/blues its always Led Zeppelin, who else could it be? This is one of the finest. Reminds me of a rainy night in New Orleans what seems like a life time ago now, I was working for a Japanese bank and for some reason I can't quite remember ended up in the big easy. Think I was going through an Elvis thing and heading up to Memphis but New Orleans has a way of distracting you.
In case I don't see 'ya...good afternoon, good evening, and goodnight!
Saturday 10 December 2011
Thursday 8 December 2011
Still Alive???
Todays P&L: GBP 140.00
Todays Booze: 1 bottle of Tinto Pesquara 1994, 1 bottle of Piedra del Rayo
Todays Soundtrack: Music to help you remember
Its a dicey business trading in December. Most offices in the city are empty but despite the reluctance of our trader friends to make a decision the markets carry on. The Euro remains the problem. Can it be saved, should it be saved? As outsiders why do we care? Well I never thought it would work in the first place but as you may have noticed I am something of a pessimist. Chancellor Merkel thinks that fiscal integration is whats necessary and she is right. However easier said than done does anyone seriously think that Paris is going to be happy with the Germans dictating their budget or will the Netherlands or Italy? and who thinks that Germany will be assigned this role anyway just because they are the richest. so what then a committee, bet that works out well - talk about instant political deadlock, perhaps a revolving position, yes I can see Germany allowing Czech Republic to dictate its economy for a year. Sooner or later the Eurozone has to admit the dream is over, it will be easier now than later. The US continues to pump money into an ailing system, but there is no end to this. America is a remarkable economy but they have long passed the stage of financial reality. The American Dream is just that a dream. As the politicians focus on reelection the economy will coast on a tide of never ending cash, with the hope that one day America will replace the jobs flipping burgers and as nail technicians with real highly paid jobs.
I have been seeing the Stalker infrequently as she seems to hate me more and more. I don't mind, in fact I understand but I don't need the grief to be honest. Every now and then I have to point out that she was the one who sought me out after all these years and that I did warn her she was better off staying away as did all my family who she introduced herself too. Anyway she is telling me less and less about her own life, which I only regard as a good thing. The Lunatic keeps threatening to come and visit me, luckily she doesn't have my address. She has left Australia and is back in Jakarta and seems almost sane. My medical outlook seems bleak as ever although I have found out that my body repairs itself remarkably quickly and even ten days before an MRI I can get away with it. So predictably I go on the wagon ten days before any scans or blood tests. I am just feeling so continuously worn out and terribly cold, still worse things happen at sea.
Today's music, my top five tracks:
Need You Tonight - Lady Antebellum, this song is so nice, it reminds me of the Italian girl all those years ago when I was just Seventeen. I love songs when people expose themselves as in real life I am quite a guarded person
Nothing Compares To You - Sinead O'Conner. Written by Prince, I saw Prince perform this song at some concert - he was spectacular, shes good as well though. Its quite a bitter song about losing someone who means everything to you.
Never Tear Us Apart - A consistent favourite song of mine. You know, as I have found out, sometimes the passage of time doesn't dim the love between two people. People split up for any number of reasons, often they are the wrong ones.
Soul Survivor - Rolling Stones, Exile On Main Street. Not much to say about why I like this song, we all get ground down sometimes but despite it all we keep on fighting.
On The Beach - Chris Rea, I may not seem like the beach type and I certainly am not. I have spent a lot of time in the tropics and even have a house somewhere down in Spain but I prefer the beach at night. In one bank I worked I was nicknamed the Prince of Darkness because of my reluctance to go out in daylight. I think this song is about regret all that "take me back, to the place that I know" I can understand that.
In case I don't see 'ya...good afternoon, good evening, and goodnight!
Todays Booze: 1 bottle of Tinto Pesquara 1994, 1 bottle of Piedra del Rayo
Todays Soundtrack: Music to help you remember
Its a dicey business trading in December. Most offices in the city are empty but despite the reluctance of our trader friends to make a decision the markets carry on. The Euro remains the problem. Can it be saved, should it be saved? As outsiders why do we care? Well I never thought it would work in the first place but as you may have noticed I am something of a pessimist. Chancellor Merkel thinks that fiscal integration is whats necessary and she is right. However easier said than done does anyone seriously think that Paris is going to be happy with the Germans dictating their budget or will the Netherlands or Italy? and who thinks that Germany will be assigned this role anyway just because they are the richest. so what then a committee, bet that works out well - talk about instant political deadlock, perhaps a revolving position, yes I can see Germany allowing Czech Republic to dictate its economy for a year. Sooner or later the Eurozone has to admit the dream is over, it will be easier now than later. The US continues to pump money into an ailing system, but there is no end to this. America is a remarkable economy but they have long passed the stage of financial reality. The American Dream is just that a dream. As the politicians focus on reelection the economy will coast on a tide of never ending cash, with the hope that one day America will replace the jobs flipping burgers and as nail technicians with real highly paid jobs.
I have been seeing the Stalker infrequently as she seems to hate me more and more. I don't mind, in fact I understand but I don't need the grief to be honest. Every now and then I have to point out that she was the one who sought me out after all these years and that I did warn her she was better off staying away as did all my family who she introduced herself too. Anyway she is telling me less and less about her own life, which I only regard as a good thing. The Lunatic keeps threatening to come and visit me, luckily she doesn't have my address. She has left Australia and is back in Jakarta and seems almost sane. My medical outlook seems bleak as ever although I have found out that my body repairs itself remarkably quickly and even ten days before an MRI I can get away with it. So predictably I go on the wagon ten days before any scans or blood tests. I am just feeling so continuously worn out and terribly cold, still worse things happen at sea.
Today's music, my top five tracks:
Need You Tonight - Lady Antebellum, this song is so nice, it reminds me of the Italian girl all those years ago when I was just Seventeen. I love songs when people expose themselves as in real life I am quite a guarded person
Nothing Compares To You - Sinead O'Conner. Written by Prince, I saw Prince perform this song at some concert - he was spectacular, shes good as well though. Its quite a bitter song about losing someone who means everything to you.
Never Tear Us Apart - A consistent favourite song of mine. You know, as I have found out, sometimes the passage of time doesn't dim the love between two people. People split up for any number of reasons, often they are the wrong ones.
Soul Survivor - Rolling Stones, Exile On Main Street. Not much to say about why I like this song, we all get ground down sometimes but despite it all we keep on fighting.
On The Beach - Chris Rea, I may not seem like the beach type and I certainly am not. I have spent a lot of time in the tropics and even have a house somewhere down in Spain but I prefer the beach at night. In one bank I worked I was nicknamed the Prince of Darkness because of my reluctance to go out in daylight. I think this song is about regret all that "take me back, to the place that I know" I can understand that.
In case I don't see 'ya...good afternoon, good evening, and goodnight!
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