* NYC and
the surrounding towns are fine with about 5" of snow. New England is the
Epic Center now. The snow is not wet and heavy, so we do not have the
number of blackouts as predicted.
* Some expect the oil goes
below $30. I'm an optimist and expect it will go back to 60 by year end.
No matter what happens, we cannot predict the bottom but I believe it
will be up due to the improving economy and the increasing population.
What's comes down must go up (Newton's reverse gravity :)). I bet on
several oil stocks including PBR.
* Warned many times on
Microsoft. I sold my shares. You cannot milk the Windows and Office cow
forever. A high-tech company without successful, innovative products is a
company without soul. You cannot dreaming on how to spend your stock
options and bonuses all day now. It is a prime example of my Coconut
Theory (if you have too many coconuts, you do not work and sleep under a
coconut tree for ever and become STUPID).
* The cruise industry
should be saturated with so many big new ships. Asia is a good frontier.
The prime route is Shanghai, Hong Kong and South East Asia. The
secondary route extends to Indonesia and Australia. If we do not have
another disaster, it should be a profitable venture. I like the Chinese
cruisers and the food but cannot stand the bad public behavior of the
rich Chinese. You do not gain others' respect for showing how rich
you're but how you behave in public.
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