going to do my best...

to update every day. i hate having to do these big updates because there's a lot to write about, and if you know me, you know I get ADD and will forget things as quickly as I think of them. That said, here it goes..

WORK
Fuck work, but it's been enjoyable for the most part. I'm not learning things at the rate that I would like to, but if I were bombarded with info, I don't think I would absorb everything. Better to learn something small every day than get crammed all at once or try to learn too much over a certain span of time.

I've taken a liking to commodities, especially CRUDE OIL, and futures. I'm learning a great deal about the investment management/hedge fund business. I am grateful this holiday season that I have a job and that someone saw potential in me and gave me a shot. This time last year my prospects were grim and I didn't think the future looked all that bright. It does now.

I've taken an interest in Sales/Trading also. I intend to take the Series 7 and get registered to sell securities. If things don't pan out at the fund, I'd like to join an investment bank and take it from there. Goal for 2010 is to get sponsored by the fund. It will happen.

FORECASTS
As part of my job as an analyst, I'm required to stay up to date on the latest economic research. We get overwhelmed with market news everyday, so there's always something to read. Here's a small amount of what i'm seeing for 2010:

Crude to 90+, likely 100+, though it struggles throughout year-end and into 2010. Views are a combination of Morgan Stanley and Goldman Sachs research. Thematically I feel bullish, tactically I really don't know. Crude is too tough to call. When I think it's going to bottom to 55 it rallies back to 74. Such a punter's market. Still most, including me, got the short call correct (I said short at 74 a while back). Though we've seen a recent rally and momentum, I'm not inclined to buy until maybe 80. At this level, I think it's a safe bet it's going up. Until then, stay away from "cruel" oil.

USD will strengthen. A weak USD is not good for any economy, let alone the US's. Weak USD sends cash flows out of the US into foreign markets, creating asset bubbles that will eventually pop. No one wants this. Centrals banks have been vocal about their support for a stronger dollar and the Fed has made clear the greenback's weakness warrants their attention. Look for the Fed to hike in mid-2010 and strengthen the USD. Long USDJPY to 105+, short GBPUSD. short EURUSD. GBP has been affected by the excessive printing of money. Punish the printers - Morgan Stanley. Look for the NOK to strengthen as well. Don't short it.

Interest Rates to rise. Look for spreads to widen on the back end. 10y to 4.5-5.0% by end 2010. Play this with a 10yr swap spread.

FED to hike mid-2010. Concerned about the dollar? Own foreign currency. But don't count the dollar out. Long USD. Invest in emerging markets. Next bubble will be bonds. Stay away from US Treasuries and muni bonds.

MUSIC
I continue to produce. My beats are getting better from what they were. I'm still sampling a lot but am now moving into composing solely from the dome. I think this will be good for me as samples are sometimes hard, or impossible, to clear and it will encourage me to think of my own ideas.

LIFE
I go to bed on the weekdays at around 8-8:30pm because I get up at around 4:15am for work. It's the nature of my job. We're based in LA but have to be up with all the cats in NY. Sucks, but I'm willing to do it so long as I'm making money. No money = fuck you i'm leaving.

Currently I'm reading Sorkin's Too Big to Fail. It's pretty good. Would like to finish it soon. Only time I have to myself is on the weekends. I'm going to do my best to maximize time i.e. wake up and start my weekends earlier. All work and no play makes Jack a dull boy. And right now, I'm all work. I need to balance life. I'm only 22. Fuck not doing what you want to do. I have my whole life to work.

DJ-ING
My brother is on Deckstar, AM's management team. He's better than 80% of the roster, which is comprised of the nation's top dj's. I don't care who reads that last statement, because it's true. Don't think so? let's talk... Pick up his mixes. follow him on twitter @dj_squigz.

GEORGETOWN
I miss my friends from the East Coast. hope everyone has found work. Hoyas basketball are 8-0. Should be a good season. Fuck the rest of the BIG EAST.

GOVERNMENT
Say no to Health Care reform. Obama, Reid, and Pelosi are crooks and goons. They are all pathetic at what they do. Bernanke stop printing money. Obama and the rest: give up on health care. stop spending my fucking money, and crawl back into the wholes from which you came. Stop trying to change my fucking country, you swines. Then again, I should maybe thank these fellows. Their irrationality is making FOX News, my favorite cable news network, #1 ten times over. I love Fox News. If you don't, let's talk...I'll help you understand how big government (spending) and a deviation from this country's founding principles puts us on a fast track to nowhere.

God bless. Have a great Christmas, or whatever holiday you happen to celebrate. Enjoy the holidays.

p.s. i should stop cursing.

update for the holidays

when you were a kid, remember how you used to look forward to the holidays? what made the holidays the holidays? For me, I knew Christmas was coming when the polar bear Coca Cola commercials started coming on. Coca-Cola has since stopped airing those types of commercials. Those advertisements were ill, to say the LEAST. Now, my house doesn't have any decorations and all I do is work. My parents don't do the decorating anymore. Maybe it's time that I start getting in the spirit for myself and start decorating. I'm all grown up now.

The point that i'm making is that i've lost touch with holiday season. Last year at this time I was taking final exams waiting to get home for Christmas. Now it's just another week that i'll have to grind out at the office. And you know what? if fucking sucks. I know what people meant now by saying "stay in school. work sucks." Well, work doesn't entirely suck, but that anticipation that i used to have back in school has since dissipated with help from the working world. I have less time to do what I want, and that includes taking in the holidays and having a relaxing Christmas break.

What I'm saying is: I (you) need to get in the holiday spirit and decorate, go see decorations, do those things that only happen around the season. ENJOY YOUR LIFE. Take in the pretty scenery. I'm only 22. If i don't fix this now, shit will get dull FAST