Saturday, March 20, 2010

up and down week....

Where we're at:

DJIA 10,741.98
S&P 500 1,159.90
10-Yr T-Note 3.69%
S&P P/E: 21.35
VIX: 16.97

Equity: 29
Bonds: 31
Cash: 40

1yr: 11.42

After seven straight up days, some profits were taken. The market seems to be waiting for the health care ("Obamacare") vote this weekend. We have ~$1000 of 2009 Roth IRA contributions left so I'm anxious to get it invested, but I'm waiting for a downturn. I'm anticipating a drop next week, if so I'll take advantage and pop some money into equities.

I found a great resource to learn about data mining through you tube. I'm viewing the videos and I purchased a textbook to study. The videos come with homework. I'm hoping to add another skill to my bag of tricks. Spouse's job is progressing and we established the SEP-IRA for her. She is really getting the hang of the software. Her previous company was purchased by an Omaha telecom firm, West Corporation. The usual employment stuff will probably happen. The shared services people are doomed but the revenue and customer support staff are probably ok.

We still feel good and are feeling better every day. The new vehicle is still on the radar as well as a vacation next year. I reviewed the TXT 2009 annual report. The first two pages were upbeat, the rest made it sound like the company is on life-support (which it probably is). I'll continue to hold my breath through the remainder of 2010.

Saturday, March 06, 2010

the sun is coming out...

Where we're at:

DJIA 10,566.20
S&P 500 1,138.70
10-Yr T-Note 3.68%
VIX 17.42
s&p P/E 20.96

equity: 29
bond: 31
cash: 40

1 yr: 12%

This week I had a nice surprise...a raise, about 4%. For the first time in 2 years and the longest that I have had to wait since college. Spouse is in a groove and has settled in. Her boss has complemented her a couple of times this week. I think they are syncing up. It sounds like her company may even grow a bit this year. I still think we'll have furlough weeks this year so I'm planning accordingly.

I found a data mining video series on google this week, so I ordered the textbook and will make that my 2010 learning. I'm excited, I have been looking for something to attack for a few months. I'm done with the Oracle certs I think. I may also look at cloud/host computing later in the year. Financially, I'm going to think about converting some of our rollover IRA money to a roth.