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Memorable Events and Random Thoughts From MIM 2


Don't wait so long to visit the barn next time, baby


As I settle back into the day-to-day, and face the prospect of churning out a hundred pages or so of research for our annual review by week's end, I thought I'd spend some time while sitting on the beach near UC Santa Barbara to think about the week that was. These are a combination of memorable events and the random thoughts they generated.

• The audience's reaction during the final panel (Hoofy versus Boo) when an outnumbered Tony Dwyer noted that while it's a certainty the sun will burn out, it's a bad trade.

• Laurie McGuirk plunking down an ingot (like you see in the movies) of silver on the table to start his chats. Even funnier was the fact he invoked Alan Greenspan's name to get through customs. I'm hoping he brings the garden gnome next year.

• The look on Toddo's face as his Mom was riding the mechanical bull.

• Jeff Macke doing whatever he was doing atop the bull (OK, so that's a mixed memory)

• John Succo fighting through a bad back to spend time with the Minyan nation. Tony Dwyer fighting through an inner ear thing to do the same.

• The look on Guy and Julia's face when the trolley driver couldn't seem to master the concept of releasing the air brake before trying to drive.

• McGuirk's Demon Rum... Oy!

• The beach near UC Santa Barbara while waiting for my plane home. When I grow up, I want to live at the beach.

• Meeting a whole new crop of Minyans and renewing bonds with the vets of MIM-1.

• Coming back from a 16-6 deficit to tie the softball game and send it into extra innings.

• Jim "Mad Dog" Bridges wanting to walk the 2.5 miles back to the resort from the softball field. Even Toddo didn't take last year's pasting so badly.

• Did I mention Laurie's Demon Rum?

• The look on the face of the bell staff as they carted a pair of kegs leftover from the softball game into the ice-filled outdoor jacuzzi tub. Priceless!

• The idea that equities trade more like commodities these days

• The fact the final night's house band came back to party with the Minyans.

• Bernie Schaffer's comment that the markets are non-linear environments, but we look at them as one- or two-dimension systems. The Minx is much more complicated than that.

• In Todd's keynote, the fabulous point that being told what to do without being told why is detrimental to your financial health.

• Judge Bridgett's stories from the bench

• Dinner with Todd's Mom. The Buzz will be a fun place!

Thanks again to all the folks who worked themselves to the breaking point to make this a fun event and for the honor of being included as a presenter. If you've missed the first two of these Minyan festivals, let's hope the third time out will be the charm.

No positions in stocks mentioned.

The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

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