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Random Thoughts


Will Microsoft or Citigroup win the tug-o-war?


  • Pedro's antics were "Pippenesque" in terms of lost respect.

  • Before you blindly subscribe to the "Hey, the BKX is breaking out so we must be going higher" trade, pull your chart back a bit. The banks gave a similar signal in May 2002 before burping 30% lower.

  • At the risk of completely alienating myself from ye faithful Minyans, I think Justin Timberlake did an awesome job hosting Saturday Night Live.

  • There will be a ton of noise in the next few weeks. Define your time horizon before initiating risk and understand why you're involved. There are trades for the day, trades for a catalyst and trades for a thesis. The definition of an investment should never be a trade that has moved against you.

  • I'm not ignoring that stench that is my beloved Raiders--I just don't know what to say. Perhaps they'll play the role of spoiler this season but, truth be told, it's prolly gonna be a very long rebuilding process. Somebody pass the ice cream so I can eat this humble pie ala mode!

  • As a function of Friday's after-market pop, the futures went out "rich." That's why the cash indices are outperforming today's futures market.

  • The home builders continue to feel like the new age dot.coms.

  • Shawshank Redemption is one of those movies that you can never see too many times.

  • Is General Electric (GE:NYSE) a major tell or akin to the big blue brush off?

  • Microsoft (MSFT:NASD) is down on the day.

  • S's over N's.

  • We're in the sweet spot for sport seasons.

  • I haven't seen further flow from the gorillas. Again, it will be interesting to see if they sit with that exposure (into earnings) if we can't perk through resistance.

  • Fokker is a die hard Cowboy fan (he has been since I've known him). I guess we're having tuna for lunch!

  • We have yet to set a new date for the Critters Choice Awards but we'll update the dedicated site as soon as we do. Thank you for the continued (phenomenal) support!

  • The volatility in the crude market is wild.

  • Snoop Doggy Style.

  • For the record, Jerry's knee was down and one knee equals two feet.

  • The Marlins are feisty but I'm still rootin' for the Cubbies.

  • Minor gaps exist below today's opening prints.

  • Remember erector sets?

  • We need more bank holidays.

  • Gold is starting to firm a bit.

  • Countrywide Financial (CFC:NYSE) tossed some bears but good on Friday.

  • Let's get our troops home already.

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