Sunday, December 30, 2007

We Are The World

Just got back from ten days on the East Coast and I have an air travel observation that ties into our stock picking ideas.

Going through airport security they ask you to put personal items from your pockets and place them in those grey bins. They also now ask everyone to remove their shoes and those too go into the grey bins.

Annoying, but harmless?

The men's restrooms at airports share many things in common. One of the grossest is the pool of urine that seems to build underneath each urinal. So standing there, walking to the sinks, leaving the restroom, a trail of urine contributed by an international cast of characters coheres to the bottoms of everyone's shoes. That stew of soles then makes its way to those grey bins that we are asked to place our cell phones, wallets, loose change and shoes.

By the time the bin is x-rayed and comes off the conveyor belt to our anxiously waiting hands, wedding bells have rung and a co-mingling of molecules has been consummated. Yes, we and our collective excrement are the world, literally, figuratively and now biologically as well.

This Blog has always been enamored with small cap biotechnology. There are several in the archives that sport triple digit gains since first mentioned. I know some have not done well, down 50% or more. But the even at 40 cents, NNVC is up 300% from where it was first mentioned here. It was up 3,650% six months later.

i.e. limited downside, unlimited upside

There are more with NNVC potential (NNVC still being one of them) out there. You will probably read about them here first. Meanwhile, remember the observation about those grey bins and think twice about what you place in them, or more importantly, what you pick up out of them



Anonymous said...

maybe this is a way to get osama!
good thinking allan.

Anonymous said...

YUCK! No joke that is just nasty!


Anonymous said...

I submit to you this post may be more than it seems and that Allan is having some fun with us. It is probably loaded with metaphors like Don McLean’s “American Pie” song and is a clear reference/ ode to that piece.

In American Pie:

The “Day the Music died” refers to the death of musician Buddy Holly.

“The levee” is McLean’s hometown bar The Beechmont Tavern.

The “flames in the night” described the concert at Altamont, CA given by the Rolling Stones that resulted in some fires and related accidental deaths.

There were many others: birds “flew off for the fallout shelter”, the “court jester”, etc


In this post:

“Airport Security” refers to the various obstacles one must overcome to become a profitable trader.

The “receptacles (grey bins) in which you put your belongings” refers to trades that you take with real $$.

The “conveyor belt” refers to the temporal forward movement of all financial markets.

The removal of said belongings from the trays constitutes trade exists.

The “mix of urine on the bathroom floor” refers to the plethora of useless trading systems sold by others not related to this site from which you must “cleanse” your shoes (investment dollars) before leaving the bathroom and going out onto the crowded concourse (trading arena/floor).

The “Annoying but harmless?” statement refers to the fact that trading Cramer or other’s picks is/are a recipe for losing $$.

In General:

Don McLean's "American Pie" has remained the subject of intense scrutiny and philosophical interpretation for more than 30 years as music historians, scholars, professors of modern American literature, and his fans alike continue to search for its 'deeper meaning.' In interviews, Don claims to be amused that many interpretations start with the premise that he never talks about the song nor has ever provided insight into the meaning of the lyrics.

I hope we are reading Allan’s “lyrics” here correctly. Or vthat he will provide further insight himself.

I only hope that, as in “American Pie” Allan can be “the Jester” who steals Cramer’s “thorny crown” while he is “looking down.”

Thank you Allan for this piece and ode to Don McLean, who BTW, is said to live quietly on the rocky coast of Maine these days.

Mark in Sandy, Utah

Anonymous said...

Almost forgot:

Even the title:

"We Are The World"

is a thinly veiled reference to the 24-hour Global Marketplace in which we reside and trade.

Mark in Sandy Utah

Allan said...

Speaking of oblique, my daughter gave me a beautiful stained glass portrait of Bob Dylan for Christmas, one she had made in Art glass. I reminded her we were Jewish. She said, it's OK Dad, so is he.


Anonymous said...

as long as Allan brought up Dylan, he is heavily referenced in American Pie:

18. The jester is Bob Dylan. The king could refer to Elvis. The Queen is probably the Queen of England, whom Dylan performed for. In the movie "Rebel Without a Cause", James Dean has a red windbreaker that holds symbolic meaning throughout the film. In one particularly intense scene, Dean lends his coat to a guy who is shot and killed; Dean's father arrives, sees the coat on the dead man, thinks it's Dean, and loses it. On the cover of "The Freewheelin' Bob Dylan", Dylan is wearing just such as red windbreaker, and is posed in a street scene similar to one shown in a well-known picture of James Dean. Bob Dylan played a command performance for the Queen and Prince Consort of England. He was not properly attired, so perhaps this is a reference to his apparel.

Mark in Sandy Utah