Friday’s behavior aside, though as my one and only says I am stubborn and therefore end up repeating mistakes such as those that led me to get sick, I do believe there are lessons in illness and injury. In my case I simply burned through too much energy without replenishing it with sleep, leaving my immune system weakened. As a partial solution, in addition to trying to cut off my activity so that I can sleep properly, I have implemented something I often spoke of in my former profession – a bespoke workstation. This is still a billion-dollar idea, one of the many I left in my former life 😉 It’s not quite what I envisioned (a single unit with standing, sitting, and reclining options and touch screen technology), but I now have a standing workstation in my music production area and the pictured reclining workstation for doing things like type this post. Here’s to maximizing energy retention going forward!
Sunday, Oct 5: fruit course of stewed bananas and Asian pear, blue belt breakfast (soaked oats over whole wheat chapati); snack of macadamia nut butter toast and steamed sweet potatoes, Kuri Gohan (chestnut rice, recipe), Kabocha Nimono (Japanese stewed pumpkin, recipe), pan-fried spinach, kale, and swiss chard
Monday, Oct 6: fruit course of Yamanashi orange peach and banana, blue belt breakfast, lunch of remaining Kuri Gohan, Kabocha Nimono, salad; dinner of Kinpira (pan-fried burdock and carrot, recipe from the one and only Aki-san)
Tuesday, Oct 7: ate lunch out after testing for viral epidemics – vegetable soup with tomato rice, then home-made salad with whole wheat baguette; dinner from Frijoles, tasty vegetable burrito
Wednesday, Oct 8: lunch, snack and dinner of soup for the sick – brown rice and lentils soup (recipe) – made way too much – I had it for about 7 meals and then froze the remaining half, even though I’m trying not to freeze stuff per Ayurveda
Thursday, Oct 9: blue belt breakfast, lunch of soup for the sick and salad, creamy and delish Paneer Kofta (recipe, I used sweet potatoes instead of reg potatoes, dijon mustard instead of mustard oil [next time will go with the oil], extra paneer instead of khoya, and cream cheese instead of hung curd)
Friday, Oct 10: chapati and nut butters breakfast, soup for the sick, snack of August Beer Club pizza (hisashiburi!), dinner of remaining Paneer Kofta and Nabe (Japanese hotpot soup)
Saturday, Oct 11: fruit course of kaki (persimmon), pineapple and banana; lunch of soup for the sick; dinner of Joe’s Marinara over brown rice pasta and pan-fried spinach, kale, and cabbage over Aki-san’s white rice, mmm.
On tap for this week: Vegetarian Pizza with Joe’s Marinara, Pesto sauce, and sliced grilled peppers (recipe for dough, recipe for pesto); Spicy Mexican Bean Soup (recipe from “Pressure Cooking”, comment for recipe); Paneer Bhurji (recipe); Couscous Salad (recipe)
Personal production: new SoundCloud! Continuing video work on “My Little Flipper Girl”, a Tokyo music video, and “Stir to Sleep”, a music instructional on my pre-bed breathing meditation. Continuing composition for “Radiohead Park” – music for a future “Tokyo Beach” video
Current listening: listened to Sun Kil Moon’s “Benji”, very soulful stuff; the TP April playlist, will post next week time permitting
Podcasts: What On Earth is Happening #30-36 (diet, pharmaceutical industry, the illusion of time)
Covered short in GLD set back in the first weekly, which worked nicely, but I continue to hold a short in TLT ahead of the end of QE, which has offset the gains in GLD. It looks like the risk-off correction related to the end of QE may be under way, and we can expect the S&P to trade at least 10-15% off from its high of 2011 – that would put the correction low at around 1700 and it should surprise no one if we see this level in the next couple months. This, coupled with a retreat in bullish sentiment would be a buy trigger on my trading methodology and I’ll monitor activity on this front in the coming weeks.
As mentioned in the Weekly 2.0, silver has retraced its parabolic rise and the JPY got very close to our next structural buy target. I looked into selling puts on both of these to earn some premium by striking the puts at my target buy levels but volatility is very cheap right now and the premiums weren’t attractive. I’ll just accumulate some if we hit $17 in silver and 110 in JPY.
Finally, I’ll cover any shorts in treasuries by the end of QE, and we could also look at going long as we know from past episodes of QE ending that when the Fed stops buying the market steps in to do so in size.