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Random Thoughts


If you don't jump on the gravy train soon, Toddo, you're gonna get trampled by the stampede!


  • A flea can jump 350 times it's body length (that's like a human jumping the length of a football field). And no, I did NOT see this first hand in Oakland.

  • The breadth has reversed and is meandering (marginally) negative.

  • While it's clearly beneficial to identify the "stream" when trading, it's quite possible--albeit more difficult--to make money as the salmon.

  • Some lions mate over 50 times a day. Hey, they should talk to the pig!

  • Emily Cohodes--remember that name. She'll be a Pulitzer prize candidate in 40 years.

  • Pull up a six month chart of the S&P--we're still tickling that downtrend line but we've yet to break out.

  • I'm quite conscious that the stochastics are better directional instruments (vs. timing instruments) and we've all seen them pretzel twist at times. While the "pop and drop" thesis (false breakout) infers some salty times ahead, I prefer to wait and bait rather than play for the incremental upside. Of course, that's just me.

  • The Oakland Raiders have the best fans in the N.F.L.

  • Fokker has never seen a cranky Toddo...until today!

  • The FTSE is now down on the day.

  • My work shows the CMR (consumers), CYC (cyclicals), BKX (banks), DJIA (Dow Jones), NDX (nazz) and SPX (S&P) all overbought...and the SOX is getting there.

  • Little Wing and Blackbird are two of my all-time favorite songs.

  • If you're a new reader, let me repeat my view on when THE market bottom will come. The opposite of love isn't hate, it's apathy. When everybody stops trying to call a bottom and investors are indifferent, the market will bottom. Of course, we'll have bullish phases, trends and nuances in the interim...but THE cycle turn is another story.

  • E.P.M.D never got the respect they deserved as a rap group.

  • If you could have a round of golf with any foursome in history, who would you choose?

  • I'm hearing mixed things on the fundy front but, generally, I think December was decent vs. expectations. The question becomes 1) what's already baked into these levels and 2) what's the outlook going forward. Cautious optimism is expected (shocker) but I'm wondering when the street starts to question the credibility of the companies who've been saying the recovery is imminent--for the last two years!
No positions in stocks mentioned.

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

The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

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