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Random Thoughts

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  • Move over Viagra!

  • The China Buzz from late yesterday (inquiring Minyans wanna know)

  • "He must have an enormous Schwanschtucker!"

  • Emerging Urging.

  • NYSE breadth has improved to 2:1 as S&P 1175 gives way. That's the one-two punch that Hoofy was looking for this morning.

  • The story of Boo.


  • Snoop Tony Dwyer Vibes: "What is the equity market telling us?" This is a question we have been asked quite a bit lately and for good reason. In our view, the decline is telling us the "great beta chase" in Q4 2004 was overdone - THAT'S IT. The market could see another bout of selling, but that any near-term risk from CURRENT levels should be made up."

  • Scratchin' Fees


  • The most misunderstood illness in the world.


  • Our own Jeff Macke will be on CNBC's Bullseye tonight at 6:00 pm EST. Separately, for all you Bay Area Minyans, I will be on Napa Radio KVON 1440 AM this afternoon at 3:00 pm PST.

  • Heat. Reheat!

  • I've heard of rent control but this is nuts!


  • More vibes to John Thaim: "Toddo- I am old enough to remember half day Saturdays, 12:30 PM (Pacific time) closings, as well as 7:00 AM (Pacific time) openings. Going from 6:30 AM (Pacific) to 4:30 AM is beyond ludicrous! Not everyone wants to live in the Eastern U.S. and those of us in that camp are willing to make some sacrifices. If the goal is to get more money into institutions and off floor block trades, then this makes sense; if growing liquidity is the objective, there may be more trades coming in from Europe, but certainly there will be an offset from the West. Further, I wonder how many of the Eastern time zone participants will want to be "up and ready" at 7:30 AM. Out West we are used to it and enjoy having the "heavy lifting" over at 1:00 PM." -- Minyan Steve.

  • Shivers, Shillers and You.

  • How to impress a first date.

  • Please note that Kla-Tencor (KLAC)--the largest weighting in the semis--just dribbled through the 50-day (on the upside). The semis still have room to SOX 420.

  • Don't shoot the messenger!

  • "Did you know that in 2005, the Nasdaq futures are a combined +37.50 points for the overnight session and -159.50 points from the open to the day's close? The numbers are similar for the SP futes: +19.90 overnight session and -60.40 from open to close." Jason Roney on today's Buzz.

  • "According to the recent report by the Institute of International Finance (IIF), which represents more than 340 banks around the world, net private capital flows to the so-called emerging markets in 2004 grew to an estimated US$279 billion. The IIF notes that these figures are also the highest since the 1997 Asian financial crisis, when investors deserted regional markets en masse."

  • Raaaaaaaaaaaaaaaaaaaid!

  • When John Landis was filming Animal House, he made a point of bringing the Delta House actors on location at the University of Oregon a week early. They quickly bonded and partied like it was 1962. One evening some of the guys met up with a few sorority girls and went to a frat party at the SAE house, to absorb the atmosphere and gather information about playing college students. The local Sigma Alpha Epsilon chapter didn't take kindly to their arrival, however, and they managed to get into a brawl with "drunk football players dying for blood." The melee that ensued left Bruce McGill with a black eye and James Widdoes in a dentist's chair at eight on a Sunday morning to repair a broken tooth. When John Belushi arrived in Oregon (his SNL commitments kept him from arriving a week early) and heard about the SAE fight, he responded with, "WE GOTTA GET 'EM!!!" and had to be physically restrained from seeking revenge!

  • Deceleration. Decelar-a-tion is making me wait.

  • "There is no doubt that the short-term charts are oversold and extended, but the more intermediate term indicators (% above 50-day, 10-day breakdowns, etc.) have not been compelling enough for us to take the other side of the trade. Given the volume flows and breadth, the bounce lacks credibility in our eyes, but that is not to say its prospects cannot improve. There are enough charts breaking out and following-through to warrant purchase, but most are concentrated in energy and healthcare; two areas of the market we find appealing for 2005." Lehman technician Jeff DeGraaf

  • Shmuck of the day.

  • Microsoft (MSFT) leads the earnings speed this evening. And yes, this is one of the few names that can shape tomorrow's tape.



    R.P.
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