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Mon Nov 16 '87
7:30 Watch CNN a bit, get up, misc.
No rush to sell. Take Audi in for 30k
9:30 Watch CNN. DOW was +35, now +17.
Call Tracy. MS 48 3/4, up 1/2.
Go over yesterday's notes. Coffee.
Called York. Down to 47 1/2 now.
Talk about it.
Feel confused ~ selling at any price.
Bob calls. We talk awhile.
He felt I was having major confusion.
Discuss intuition vs. intellect.
Decide to try to time selling each month and see how I do...give intuition a chance.
But that means staying informed!!
Write up page of notes for blue book.
Call York, got Tracy. Still 47 3/4. So wait.
12:15 Misc. Lunch
Would I rather see
A) Hold on + price go up
B) Sell now for risk aversion reasons and see price subsequently fall, ignoring effects on other MS holdings.
Choice (A) would be a vote of faith in gov't and in myself, that is my ability to trust my judgment on economic issues. Plus it means I have a reason to try to understand economics and competitive forces.
1:00 Learn how to use new VCR now, to be sure it all works ok. Fine. Play a bit.
4:00 Watch Moneyline, and skim VCR documentation ~ Dimensia system.
Not all that advanced over my stuff.
4:30 Coffee. Read Intermail stuff awhile.
5:30 Go get Audi. $506!
6:00 At home, look at mail.
Especially Market Logic. Terry Smith + Kent Stocker call.
Dinner. More Market Logic. Mom + Dad call.
Write up some notes for blue Notebook.
12:00 Shower
12:30 To bed
Tues Nov 17 '87
7:15 Watch news. Misc. Dow down 42.
Realize maybe I should just hold cash and no bonds. Lots easier.
And bonds are such a hassle and oddity. Why use York + rubberstamp??
9:30 To Microsoft, feeling freed.
Jeff wants to meet at 1:00, so finish Intermail doc + scan thru Oct 26 Infoworld
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