Answers I Really Wanna Know: The Post Fed Tread Todd Harrison May 01, 2008 9:40 am |
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Seriously… who bought all those Bear Stearns (BSC) puts days before it imploded?
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Is Iran (and the potential for conflict before the November elections) the single biggest risk to the “Fed is taking its foot off the gas, the dollar should rally and commodity stocks should take a breather” thesis?
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Am I writing with less humanity and more of a corporate bent than I used to?
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Is that at odds with my self-directed mantra to adapt but not conform?
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Y’all see Brazil wax on to the tune of 6.5% yesterday on the S&P raising its long-term foreign currency sovereign credit rating?
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Perhaps I should shoot down there to investigate this further?
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If Hank Paulson of Goldman Sachs (GS) is saying that the credit crisis “is probably more than half over”—and then juxtapose the three phases of denial-migration and panic—what are the late innings gonna look like?
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Speaking of which, was the lift to S&P 1404.57 too easy given that everyone staring at 1405?
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Or is the DJIA basing above 12800?
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Is it too early to get jacked for the summer Petty tour?
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How long will Exxon Mobil (XOM) be constrained by resistance at $95?
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Why didn’t I buy a ton of energy, short a slew of financials and open a taco stand in Costa Rica years ago when I first offered that energy would eventually recapture the top S&P weighting from the then frisky financials?
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It’s May 2008 already?
R.P.
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Todd Harrison is the founder and Chief Executive Officer of Minyanville. Prior to his current role, Mr. Harrison was President and head trader at a $400 million dollar New York-based hedge fund. Todd welcomes your comments and/or feedback at todd@minyanville.com.
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