Most of our customers are enjoying a string of incredible trading days marked with a lot of momentum and bullish behavior. The partners at Trade-Ideas meanwhile spent the last 2 days steering a course for the firm in 2006 from amazing vistas and barstools in San Diego, California. The occasion was our 3rd Annual Partners Meeting. Much of the plans and goals we set will be collected and transcribed from the cocktail napkins, bar tabs and lampshades we scribbled on.

Here’s the agenda we considered:

1. Summary of 2005 Accomplishments and Missed Opportunities
2. 2006 Theme: Getting Ready for Growth
3. Industry Outlook: Market size, trends, competitors
4. Strategy per Segment and ’06 Business Plan: Goals, Marketing, Budget, International
5. Audit of Data Center
6. Staff: Roles, Responsibilities
7. Systems: Financial, IT, Product Development, Support
8. Style: Communications, Management
9. Recap of Partner priorities, initiatives

Just typing it makes me want another drink. There’s a lot to do but the success in 2005 should be the solid ground from which we grow in terms of Trade-Ideas’ usefulness and value as a premier trading tool. Stay tuned.

Places of note:
TASTE – Restaurant and forward-thinking wine bar/shop, downtown Encinitas
Pacifica Del Mar – Great views, bloody marys, and brunch
L’Auberge Del Mar – Bathrobes too plush to stuff into the suitcase – shame