Randoms for the Bell
May peace be with you!
- Tony Dwyer--sportin' a milk moustache--would be an awesome spokesman for the American Daisy, er, Dairy Association.
- The Minx is simultaneously probing four resistance levels--NDX 1440, CYC 680-685, INDU 9975 and Russell 570.
- How 'bout dem Orange?
- Yes, Random Thoughts typically increase towards the end of the week as my creative juices dry up.
- The dry trannie action yesterday was a "wink" for today's jig.
- I have a plan. It includes climbing into bed, turning off the phone and watching the Yankees try to win a very important game three.
- Lotsa earnings next week--keep those #2's sharp!
- Vols are comin' back in--the VXO is off 7%.
- I love the 'Ville more than you know. But sometimes I wish I could take a day or two away from the fray without anyone noticing.
- Do I think that there's "exogenous shock" risk into November 2? Yes. Am I making a huge bet that way? No. Do I have some defined risk puts on because they're cheap enough to warrant it? Yes.
- Franklin and Martha sitting in a tree...
- I wonder if the Aflac duck is getting roasted?
- Now I know where Phoebe and Zoë ran off to when the housekeeper left the door open!
- The fundamentals of the metals are long-term bullish. The risk to this thesis is the deflationary scenario (if Elmer pulls the plug on the printing press). If that happens, asset classes should fall in synch.
- What's my favorite nation? A Do-nation!
- I'm excited for our new contributors!
- Crude back in Matador City. Wowzers.
- Chasing your dreams is never easy but it feels awesome when you catch 'em.
- Keep DXY 87 (dollar index support) on your radar and be sure to keep on eye on it come Monday.
- Big Minyan mindmeld next Wednesday with Steve Shobin, John Roque, Michael Santoli, Tony Dwyer and Rodney Lankford. I just hope the Yankee/Sox series doesn't go seven!
- Fare ye well into the bell and have a tremendous weekend!
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 firstname.lastname@example.org.
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