Saturday, March 12, 2005

Rain Drops Keep Falling on My Head

Okay - so NLY is down like 7% in one day on news that Citi is no longer liking that fund.

Wait 3 weeks - it's going to be a great buying opportunity.

I still like NLY, TMA and the like. Interesting how NLY went down so much but TMA (lower credit rating holder) did better than NLY.

Me think things are bogus.

X, OS and AKS are getting hit hard. Why? Because the world is running on loose supply. Low inflation, all that.

NLY, TMA and the like are getting hit hard. Why? Because the world is running so tight with supply being constrained and interest rates have to rise.

Both cant be true. Or at least - I dont see how both can be true.

Something not right here - but me too simple minded to pick it up.



Anyhow - I went to go see the Movie "Sahara" for free since a friend had one of those "free pass" things (special preview, to get the word out for the movie).

Here's the review - IT SUCKS. Entertaining, yes; but a TERRIBLE movie. Decent sound affects.

What part of this story doesnt make sense to YOU?

During the US Civil War the Confederate States of America made an "Iron Clad" ship. The ship has some "precious" cargo. The ship ends up in Africa. But not just Africa - in the Sahara desert due to a huge storm that apparently flooded the desert.

Very close to this ship (not yet found) is a solar power plant that is used to destroy chemicals - but it creates more problems than it solves (namely, it doesnt create electricity, but just burns extremely toxic agents that are still toxic when burned off).

There is a doctor with the World Health Organization who sees people coming out of the country with this toxic waste incinerator and they are very sick indeed. They dont know if it's a disease or if it's a toxin (I thought doctors knew this kind of stuff - but apparently science and forensics fails to detect toxins).

Anyhow - she (Penelope Cruz) ends up in the military dictatorship nation that harbors both this toxic agent and the Iron Clad ship.

Apparently the United States government has NO IDEA of this HUGE, EASY TO IDENTIFY, NOT HIDDEN AT ALL toxic waste incinerator in the middle of an otherwise empty desert. I wonder why we spend so much money on satellites if we cant identify the biggest god-damn solar power plant on the planet.

Anyhow - after the Huey is shot down by the (now found) Iron Clad the dictatorship fails - and the rebels win freedom.

What's not to understand.

Penelope Cruz - she cant act at all. If she wasnt somewhat hotter than average she wouldnt get any work. Maybe she's got other talents. I havent seen them.

Now - the same night I saw this movie I brought over Mulholland Drive (David Lynch) - anyhow - cinematic opposite night. Amazing acting with a convoluted story for a good reason - compared to crap acting with convoluted story for no real reason.

Anyhow - stocks keep on going down for now - but I'm trying to get some faith.
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