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As I do these + listen to KNUA (new age/jazz) it feels like O.C. But this is so much more advanced

- in level of financial analysis

- in power of perosnal computer (vs Apple II)

10:30 Start "Styrofoam Popcorn" of "Bonfires"

Long chapter.

11:15 To bed. No amit.

Felt heart palpitations due to withdrawal.

Sun Feb 26 '89

Starting today, no afternoon coffee

8:15 Get up, after sleeping in.

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9:30 I was considering graphing over time

P/E

EPS growth, S.T. + 5 yr

and bond yields. But I read interview with Zweig in past week's Barron's and he gives little weight to valuation in picking market as a whole. 50% Monetary + 20% sentiment. So don't include column for bond yields. Just use weekly sheet for cash vs bonds vs stocks analysis.

10:15 Catch up some more, reading Market Logic 2/17 and put #'s onto comparison sheet (weekly).

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11:00 Call Bob. to meet for lunch.

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11:30 Put 2 weeks of Comparison + Industry Sheet notes into Excel and examine. Print. ----

12:15 To Thumpers to eat w/Bob. Hear ~ Whistler, Jim Ayres (lovely) + Bob Bromely (B.D.). Told ~ Eric + NYC friend.

1:45 To M. Club Annual meeting. Very informative. Got good sense of people behind it + got tour + cards to give

4:00 At home, put EPS from VL disks from Apr-July 88 into comparison sheet since I didn't have em from before August '88. So I can show Relative NE for those weeks. Reprint first page of the sheet.

4:30 -----

4:45 Go for run/walk.

At home, J/O. Very relaxing. Shower.

Dinner + watch Grammys.

7:00 Watch WSW I taped today.

Robert Farrell prefers secondary stocks over DJ Blue Chips.

7:45 Get Aug '87 VL #5 for Table.

8:15 Call Dean Simpson ~ typewriter. Leave msg.

Enter Apr-Aug '87 into table.

Print graphs from May '87, Apr, June.

9:45 Mom + Dad call.

10:45 -----

11:00 to bed.

Only one month till Equinox, so cut Amit.