Disclaimer

The information contained in this communication is provided for informational purposes only and has been obtained or derived from sources believed to be reliable. No representation or warranty is being made, express or implied, as to the accuracy or completeness of such information, nor is it recommended that such information serve as the basis of any investment decision. This report contains forward-looking statements that are subject to change. Forward-looking statements involve inherent risks and uncertainties, and the predictions, forecasts, projections and other outcomes described herein may not occur. A number of important factors could cause results to differ materially from the views and opinions expressed herein and there are no guarantees of return. This material is not an offer to sell or a solicitation to purchase securities of any kind. Before making an investment of any kind, readers should carefully consider their financial position and risk tolerance to determine if such investment is appropriate. Mr. Jurgensmeyer may allocate assets to positions described herein and reserves the right to enter, modify or exit any such positions without notice.

Wednesday, August 31, 2011

When You're Holding The Hammer

Well, I'm back.  I've been sick the last few days.  There is a stomach bug going around and I suggest you do your best to avoid it.

I had a client show me this story yesterday.  It's about a week old, but this teacher got fired for writing a song that had "racial overtones".  I would love for someone to explain what they are.  I can't figure it out.  It sounds more like he got fired because he made fun of our Teleprompter in Chief.

Coach Fired Over Anti-Obama Song


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You know how I love word clouds.  Here is one from the latest FOMC minutes.

Below is the top-50 word cloud of the FOMC statement. Several key words and the number of appearances: Unemployment: 15; Volatility: 3; Italy: 1; Japan:3; 2011: 6; 2012: 3; 2013: 1; Transitory: 2 (4 in the June minutes); Debt: 19; Inflation: 29; Deflation: 1; Trillion: 1; Quadrillion: 0; Gold: 0; and... waxing: 1.


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It's football season, FINALLY!  Rick Reilly from ESPN thinks the Razorbacks are going to win it all.

Saints, Razorbacks will win it all

Screw the holidays. The most wonderful time of the year is now.

No more pretending you love scrapbooking. Football is here. Pro, college, lingerie. Doesn't matter. Let the torrid affair between you and your remote begin.

And I'll bet you a diamond to a doughnut that …

The New Orleans Saints will win it all. You haven't noticed? They won the offseason. QB Drew Brees' practice sessions were more organized than the Raiders' ever are. Plus, they added Heisman Trophy winner and soon-to-be NFC Offensive Rookie of the Year Mark Ingram. Telling you, this kid is going to go through defenses like they are piles of Gillette Foamy. Plus, they've rid themselves of the What Stupid Trick Play Can We Come Up With to Get Reggie Bush Some Yardage? migraine. Hey Drew, get your son's headphones ready.

The Green Bay Packers will play in the NFC Championship Game and lose, causing jammed suicide prevention lines in Wisconsin. The New England Patriots will get nothing out of Albert Haynesworth, not to mention Chad Ochocinco, who will be dismissed by Bill Belichick when he shows up on the sideline in his hoodie. The Eagles will collapse under their own weight. The Jets will make it to the AFC Championship Game, only to lose to the San Diego Chargers, causing Mark Sanchez and Rex Ryan to fight.

Grub's, the best college bar in America, will nearly come unhinged when Arkansas wins the BCS national championship over Oklahoma. It's the first national title for Arkansas since 1964, when it went undefeated under Frank Broyles. (Yet Alabama, which lost its bowl game to Texas that year, still claims it as theirs. Whoa, Tide!) Anyway, chili cheese fries for everybody!

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You know I've been dogging on Buffett lately, but I like the creativity of his right hand.

Warren Buffett's Chief Of Staff Has An Awesome Business Card

At the movie premiere party for Too Big To Fail, Devon Spurgeon, Warren Buffett's chief of staff, allegedly* got rid of a pesky Observer reporter who was asking about investing in farmland using a firm voice and a slick business card.
She said, "I’m sorry, he’s not going to answer that, we were on our way out. Have a good night." And then she handed him this: