shopping...

Where we're at:

DJIA 10,817.65
S&P 500 1,123.53
10-Yr T-Note 2.07%
s&p P/E: 19.39
VIX: 43.05

1yr: 2.94%

equity: 28
bond: 34
cash: 38

Another volatile 2 week period (up, then down), maybe a recession, maybe not. Maybe the Euro survives, maybe not. It seems to be in Germany and France's hand and the US debt downgrade also (from AAA to AA+). I'm not sure what this will mean for TXT, it's been getting hammered (down from 23.41 to 15.21 for the month). One of my team had a skip-level meeting with the CIO. It sounded optimistic, reorg, but no layoffs, we'll see. My lead seems to be giving me a bit more responsibility. We're putting in our DB upgrade next weekend, he seems happy with how that went and is happy that my peer and I are keeping up with the work.

Meanwhile, I'm buying again, mostly stocks and in the tax deferred area. Still trying to get our tax deferred equal or greater than our taxable. Trying to be more 'greedy' than fearful.