Saturday, June 26, 2010

me, interviewed bei InformedTrades.com

folks, of course u know already we had a great time in munich sipping beer, watching the soccer championship (south africa) and of course talking abt the IT community, peace, different countries, money, trading, investing, financial markets and even abt good and evil in general 



ps: i ve decided 2 post this 'IT community event' also 2 my blogger blog here in order 2 find it faster for some future look-up, please feel free 2 take part in community discussion in backtestking's original blog post 


me, answering TheBacktestKing's questions:



TheBacktestKing answering my questions:

eof

champagne meets investment

cheers!

where 2 start and where 2 end? hell, what a question on a day like that! folks, that was on thursday, a day when the small and till then not too succesful slovakian soccer team have beaten the reigning world champion italy in a crazy game 3 : 2 and thus qualified 4 the play-offs at the world championship in south africa :-)). go slovakia go! how 2 celebrate a success like that? folks, believe me, champagne meets investment was the right event 2 visit! well, it was organized by a small financial planning company EFC in the beautiful rooms of the old arco-palais in the very centre of munich. of course, there was a small entrance fee in order 2 avoid investment folks who just wanna eat and drink for free ...

the topics 2day?
  • real estate fund (tax saving investment, duration approx 10 years)
  • solar energy fund (a 20 years green investment with already defined 'government' prices 4 solar energy)
  • big picture market overview (hyperinflation?)
  • champagne "brugnon"+ delicious food from one of the 2 city's best catering companies dallmayr. btw, do u still remember the käfer-guys?
  • informal investor blah-blah abt markets, investment opportunities, hot stocks, soccer, south africa + africa + corruption slowing down the foreign investments, oil, gold, wheat investments (farm land!), ... 
  • ...
me, trying and succeeding 2 open a bottle of rose champagne the traditional way ... like napoleon bonaparte used to ... by sword! hehe :-)

Saturday, June 19, 2010

im sooo sorry :-(

OMG! OMG! OMG!

folks, ive just played with gadgets / layouts / etc. in order 2 make my blog more interesting & funny 4 u ... well, i think u will like the blogger-pictures-play :o) ... btw, how do u like the gadget abt the rising u.s. debt ~ the ultimate debt clock on the right side?

... well, than have chosen one of the new blogger layouts, i dont like it at all cos it changed also the formatting of text, size of pictures, size of embedded youtube videos ... folks, i hate that new 'blogger template designer', you know?

the worst thing? i cant get back 2 my old lovely green layout which fits also the size needs of the links + gadgets area on the right side ... WTF!

any help out there?

(source: unknown)

Tuesday, June 15, 2010

farewell party ~ abschiedsfeier :-)

personalsoftware war gut, finanzsoftware wird besser? hmmmmm :-)

heya leute, die ideensammlung für meine abschiedsfeier (ende august) ist eröffnet. hip-hip-hurraaaaa :-). bitte eure vorschläge als kommentare posten (nickname ist besser als anonym ;-), gerne mit bildern, videos, links, ... schanke dön!


my golden motto: love it, change it or leave it?

addendum, september 4th: folks, that was a great party, indeed! unbelievable, i got a lot of best wishes 4 my future and also few presents :-). my nicest gift? well, there were few nice things there :-) ... a caipirinha pie ...


 ... few bmw souvenirs my children liked like crazy ... few investmet books i really wanted (hell, that amazon wish list is a great thing, my dear) ... and a silver panda :-)
THX, FRIENDS,THX :-)

ive got also a very good motto 4 my professional future (reinhold niebuhr, 1892-1971): 

God, grant me the serenity to accept the things I cannot change,
Courage to change the things I can,
And wisdom to know the difference.

Oder auf deutsch:

Gott, gib mir die Gelassenheit, Dinge hinzunehmen, die ich nicht ändern kann,
den Mut, Dinge zu ändern, die ich ändern kann,
und die Weisheit, das eine vom anderen zu unterscheiden.

... and last but not least, here es my farewell email:

hallo liebe kolegen/innen J,
nach fast 8 jahren in der personalsoftware ist für mich der zeitpkt zum weitergehen gekommen. ein ziemlich langer lebensabschnitt, diese 8 jahre, stimmts? zugegeben, lange zeit habe ich gedacht, es wäre die aufgabe und der bereich, wo ich für immer bleiben möchte, jetzt ist es doch anders gekommen. immerhin werde ich auf die zurückliegende zeit auf alle fälle gerne zurückdenken, denn die allermeisten ereignisse sind mir besonders positiv in erinnerung geblieben: die spannenden themen, die netten kollegen, die verständnisvollen + m.m.n. sogar dankbaren anwender/innen … und das ergebnis, unseres HRP-system (und bald auch das ‚internationale‘ HIP), kann sich schließlich auch sehen lassen, oder?
was erwartet mich zukünftig? na ja, nach dem ich viele jahre nicht verstehen konnte, wieso es für vergleichbare arbeit dermaßen unterschiedliche bezahlung geben kann, wieso know-how/leistung bei der beurteilung praktisch keine rolle spielen und insbesondere warum man(n) niX dagegen tut, weXele ich nun zur finanzsoftware. vielleicht werde ich ja dort mein ‚karmisches‘ finanzverständnisproblem auflösen können J (zsfassung4techniker: können die SAP R/3 fragen im SAP BW beantwortet werden?).
an meinem letzten arbeitstag bei fr-420 möchte ich mich von allen aktuellen kollegen/innen und leuten, mit denen ich während meiner pz-5 / pz-53 / pz-533 / pz-531 / fr-420-zw / fr-420 zeit besonders viele themen gestemmt habe verabschieden und mich auf diese art für die gute zusammenarbeit bedanken. zu allerletzt hier noch die bereits von einigen kollegen/innen vermissten FAQs zum event:

wer feiert was? es ist meine abschiedsfeier, s.d. ‚feiern‘ rein grammatikalisch der richtige ausdruck für diese veranstaltung sein dürfte ;o)

wann? dienstag, 31.08.2010, ab 16:30

wo? münchen, ITZ, 2-ter stock, videokonferenzraum 002.LN12.P02

warum? eine schöne tradition

was kann ich abgreifen? was warmes zum essen (leberkäs) + was kaltes dazu (kartoffelsalat + obatzda + brezen) und jede menge trinkbares, um das vorhergenannte runterspülen zu können. das übliche knabberzeug vom aldi wird natürlich auch nicht fehlen ;o)

wer ist eingeladen? paar seltsame individuen, die man im weitesten sinne des wortes ‚freunde’ einkategorisieren könnte

was darf/soll ich mitbringen? derzeit keine einschränkungen

was darf ich NICHT mitbringen? derzeit keine einschränkungen

wann muß ich wieder arbeiten / nach hause gehen? mir eigentlich egal, anstandshalber habe ich den raum jedoch nur bis 19:00 reserviert. keine sorge, in den dann schon leergeräumten büros ringsherum dürfte es sogar paar schlafplätze geben. wie man es dem partner, kind oder am näXten morgen den in die büros stürmenden kollegen erklärt, bleibt jedem selbst überlassen :o)

was muß ich jetzt tun? zusagen oder einen verdammt guten grund zwecks evtl. absage er-finden!

gibts 1 abschiedsrede? nein, die wird durch dieses abschiedsschreiben ersetzt, nicht nur damit der leberkäs warm bleibt J

motto der veranstaltung? wer zuerst kommt, sitzt zuerst! platzkarten gibt's - gott sie dank - keine, ein besprechungsraum ist ja bekanntlich kein flugzeug

noch fragen / anregungen? einfach mal vorbeikommen oder meine telefonnummer wählen oder einen kommentar auf http://jarogruber.blogspot.com/2010/06/farewell-party.html schreiben, damit ich auch im urlaub sporadisch nachschauen kann, bin ja die näXten 2,14 wochen bis einschießlich 30.08.2010 weg. ok?

lg + bis bald,
jaro J

ps: vielleicht verschicke ich ende der woche noch ein terminupdate bzw. füge paar ‚vergessene‘ kollegen hinzu, deshalb bitte nicht wundern, falls noch versehentlich bzw. bewußt ein email mit der gleichen betreffzeile kommen sollte J

pps: falls ich jemanden vergessen haben sollte (verteiler-hick-hack o.ä.), dann bitte einfach den termin weitersagen/weiterleiten, es gibt keine unerwünschten gäste

Sunday, June 13, 2010

BP. beyond petroleum? coffee! LOL :-)

OMG! OMG! OMG! the oil tragedy is sad, of course ... but the approach by BP shown in the video is so true, sooooo true ... just substitute 'coffee' for 'oil' ... here we go :-)





well, thats the companys well known logo ... hmmmm, any ideas 4 improvement? what abt BC ~ british coffee ~ and later on beyond coffee, of course! LOL 

(source: logo from http://www.bp.com/)

 
folks, what about climate friendly 'green' energy instead of all that oil + gas + nuclear danger?

marc faber

folks, i want 2 show u a great, great, great presentation marc faber gave on 22 May 2010 in New York @ the Mises Institute ... but lets start with a short 2 minutes video abt government intervention in economy and the sad impacts of wrong politics 1st :-)


here we go, the 1 hour + 7 minutes long  great, great, great presentation (charts, marcs insights on gold, asia, emerging markets, politics, commodities, investment + security advice + much more ;o). IMHO its 100% worth the time spent => ENJOY :-)



addendum, april 10, 2011:
...If you print money everything will go up...and now the money printing doesn’t go into housing because we have an oversupply of housing, but it goes into equities and for Mr. Bernanke unfortunately into commodities.  And this is lifting the cost of living of the median household, of the typical household in the US...Mr. Bernanke is a murderer, he’s a murderer of the middle class and the working class.”  ... marc faber on april 6, 2011 at king world news ... link to source: Marc Faber - Mr. Bernanke is a Murderer of the Middle Class
.

Sunday, June 6, 2010

HOME

what is more important than money + gold + success + glory + all the power of the world combined? folks, its the life, the planet, the climate, the nature, u know? of course, im heavily impacted by the movie HOME i watched yesterday => 1.5 hours, great pictures, great message!

save the climate = save ourselves! 
thats the summary i think ... here is the link (there was no embed code):


and here is the cover picture:


pls, just give it a try, im sure it will start/deepen a process of thinking abt our poor planet earth, which suffers like hell under all that mankind destroying the nature wherever he moves ...

of course, im afraid the accelerating climate change will force us to change our views on many things (money, profit, energy consumption, ...) and even words like 'my', 'yours', 'theirs' will become a new dimension as we will prolly recognize that there is only 'our' and we cant afford 2 destroy the nature no matter if it is 'somewhere' in brazil, congo, indonesia, europe, china, canada, ... lets hope the homo sapiens is smart enough to understand that soon enough :-)

what can we do concretely and immediately 2 avoid that sad scenario? well, 1st im going 2 tell u what im already doing, ok? of course, there are few things i think im doing already right and few not sooooo right

good:
  • i switched from a standard electric power supplier to an ecological power supplier (btw, its greenpeace energy) already few years ago, so im sure there is no coal heating and no nuclear power threatening because of my energy demand/consumption
  • i support both greenpeace + WWF with fixed amounts on a monthly basis
  • i participate on demonstrations for peace and climate
  • i try to reach and inform other homo sapiens' (thats you, my dear reader :-) through my blogs, facebook or twitter accounts
  • i often use ecosia, the green search engine when i surf the web
  • i try to buy products which are ecologically friendly and thus support the good companies and force the bad ones to change their policies or even to disappear ...
  • i use public transport as often as possible (e.g. for my way to work each day)
  • i support many online petitions for the 'good' + nature ...
  • i invest my money in sectors like green energy, water, gold/silver (= honest money instead of the fraudulent fiat money which destroys our planet that damned fast!), food, ...
  • ???
evil:
  • i eat too much meat (on average more than once a day)
  • i waste too much water (i plan 2 shower instead of bathing at least on 6 days a week)
  • ???
  • lets think abt the areas of improvement later ... im sure there is a lot what i still can improve :-)
  • ...
  • ????
of course, u would like 2 know how does climate and financial market fit together? well, we (= folks, consumers, electors, decision makers, ...) decide what will survive and what not. lets support the 'good ones' and lets fight against the destroyers of nature, ok? last but not least, what abt donating some (small?) amount of money for nature protecting organizations after each 'killig' we made in the financial markets?

peace!

Thursday, June 3, 2010

investor lunch with andover mining (TSX-V: AOX)

what abt my interesting investor lunch event in one of the best munich's localities käfer (~'a beetle')? what abt the savvy investors, newsletter writers, money managers and crazy aliens like me? wanna see some other aliens? wheee, not at all? no problem, its your choice ... anyway, my question is ... question is ... what the hell is andover? lets ask wikipedia! andover?!? sorry 4 that, just a small joke! dont worry, we are not going 2 visit every single state in usa in order to meet andover mining (AOX), promised ... former name: andover ventures. well, lets move directly 2 companys website for any details and/or future updates concerning that promising Au + Ag + Cu + Pb + Zn explorer, ok?

the company was presented by not sooooo very gifted public speaker ... the brother of the current ceo (~the blankstein boys!) ... just in case u are not certain abt me, IMHO its much better 2 listen 2 a realistic professional who is a major shareholder of the company himself speaking abt all that advantages, prospects, risks and abt the roadmap 2 investors' heaven than 2 listen 2 an actor who would tell you the nicest stories abt nothing ... btw, whats your opinion?

there was soooo much positive news and even actual positive developments in the past few months that as for me, the most strange thing abt andover is the damned poor stock performance! dont forget there were record gold prices out there, successful legal settlement of some 60m outstanding debt concerning former operations of their majoritarian holding chief consolidated mining company, some contracts with geothermal energy producers on some stupid hot water on their property (what abt my RAM power corp?), limestone, real estate assets, already available mine equipment left by former mine operators, two high grade properties (Au + Ag + Pb + Zn in utah & Au + Cu in alaskaIMO in obamalitically completely crazy and unstable country (lol) but europe is not any better and australia (40% additional tax on resources planned!) & south america is even much much worse (!!!), a new planned roads/railroads to andovers neighbor property in alaska (OMD, its novagold, my most prominent ten bagger club member!) ... ok, there is still one minor unresolved legal issue outstanding (some 5m dispute over genco resources ~ my struggling silver play!) ... hell, is it too good to be true or what? what does mr. market know what i dont? or is the company that unknown that even the most hot story on earth wouldnt reach the tsx-venture tape? folks, lets try it out and lets bet against mr. markets opinion again :-)


damn, im not that paper trader type of guy! hmmmm, whats 2 do next for an earth convict like me? well, i just thought lets give these andover guys a try and thus bought few shares in canada @ CAD 0.21 today. folks, its sth like the 6 months low, u know? well, there was not much money left from my recent cash-in @ cbh resources, so ive decided 2 use my margin account as there is at the moment nearly a complete cash coverage of all open positions anyway, so what?

any other investor homework out there? yep, ive subscribed 2 their newsletter and im going 2 watch andovers development a little bit closer and of course, maybe there will be a point in the future where happens both, i have money 2 invest and andover looks like a great buying opportunity again. damn! that would be a moment 2 increase my initial stake (what abt robbing my wifes and childrens pockets at night? :-)

folks, dont worry, u know me already well enough so u can be sure i will handover andovers major issues from time 2 time (of course, just in case if sth interesting happens eg the share price doubles or andover finally joins my ten bagger club or the like ...)

what abt few pictures? well, there are some mining pictures on companys website, but nothing soooooo interesting ... well, lets go back 2 munich and visit käfer again, there should be at least its beautiful historical building somewhere 2 find ... here we go!

outside ...

... inside ... no insider visible? just dont care ... the waitress is coming soon :-)

GOOD LUCK, MY LOVELY ANDOVER VENTURES, GOOD LUCK 


update september 2010