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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