• Did you catch Minyan Peter’s moment of clarity regarding Gordon Brown and the U.K. solution?
  
  
• How awesome is it that I ran into an “old friend” last night that runs $10 billion and he told me he doesn’t miss a day in Minyanville?
  
  
• Who told me that after adopting a “market neutral” posture into yesterday’s close, he wants to watch the reaction to earnings this week?
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• Particularly Intel (INTC) tonight?
  
  
• Given the structural (credit) and psychological (mainstream) metrics, aren’t earnings and technicals low men on the total pole?
  
  
• As I said to him, wouldn’t earnings be “easier” with the tape on its heels (prior to yesterday’s rip)?
  
  
• Will the fund community help (chasing performance anxiety higher) or hurt (continued redemptions into year-end)?
  
  
• Is the EEM the right vehicle to play the emerging markets through the lens of an “outside-in” recovery?
  
  
• Or will we be early to that thought as we were to the debt-derivative contagion vibe?
  
  
• With regard to government “tools,” does anyone wanna help me pull together a laundry list?
  
  
• Given the specter of higher (hyper-) inflation, will you please be careful with the consumer non-durable names such as Johnson & Johnson (JNJ)?
  
  
• You know, the same names we highlighted as one of our ten themes (before they sprinted to 52-week highs).
  
  
• What has this world come to that I consider my bi-weekly “knee-habilitation” a relaxing respite from an all-consuming reality?
  
  
• Are you keeping “where we are” in perspective with the proper frame of reference?
  
  
• What was General Electric (GE) telling us yesterday when it couldn’t ramp with the tape?
  
  
• Was I too cute in waiting for a better entry point in gold, the FXY (Japanese Yen) and BHP Billiton (BHP)?
  
  
• Will the Israel-Iran shoe drop before the election?
  
  
• Will the recent Depression discussions serve as a modern day duct-tape low?
  
  
• At least until next year when reality will bite anew?
  
  
• Blackstone’s Stephen Schwarzman said "We're looking today at an absolute sea change in the global financial system in terms of liquidity" and "this could be the time that breaks the back of the credit crisis?'"
  
  
• Not like he’s got skin in the game, right?
  
  
• Societal acrimony? What societal acrimony?
  
  
• Are we having fun yet?

R.P.