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Random Thoughts


Simma down now!

  • Fleck Crowns Elmer a Different Kind of Sir

  • Vibes from Bill Gross

  • Vibes from Professor Schaeffer

  • Thoughts from Stephen Roach

  • A Fed-Bird Whistles

  • Michigan Utilities Follow Houstons Reliant Energy's Lead in Raising Rates

  • Energy Prices Bear Down on Consumer Spending/Retailers

  • Cheer for the Hanson brothers...

  • Jeff Macke says hello:
    • With today's move, the S&P 500 (SPX) has gone negative for the year (-.5%).
    • Easy come, easy go.
    • Orioles fan Collins unafraid to mock the drunkard Red Sox! As Greg knows, real athletes draw courage not from alcohol but from daily injections of liquified orangutan growth-hormone derivatives which make them strong and hyper-aggressive!
    • And, of course, Viagra (to cover some of the confidence-shattering side effects of those injections).

  • High Energy Prices Appear to be Altering Consumer Consumption Patterns

  • Vibes from Lehman's Jeff Degraaf
  • "Distribution set the tone on Tuesday as both the S&P and NASDAQ indices saw increases in volume and unusually persistent weakness. The hardest factor to square is the market's inability to act more favorably to the softening of crude and gasoline. Our energy call, while in dire need of some patience, may finally be starting to gain traction. It is, in our view, a correction in an uptrend, but a correction nonetheless, and most importantly a correction at this point in the calendar year can exacerbate performance measures and therefore volatility. It's premature to say with any assured tone that the correction has commenced, but there remain elevated allocations to the space, and negative price action.

    Making market, sector or stock calls based on 1st, 2nd or 3rd derivatives is a tricky and dangerous business. That, however, has not prevented us from taking a more bullish tactical tone on retail, airlines and some of the other transportation names. That call is partly based on our opinion that energy is poised to correct in the 4th quarter. One day's worth of defiance by the market isn't enough to pull the plug on the positions, but it does serve as a stark reminder that the "if/then" statements are not as reliable in markets as they are in C++ programming language."

  • Making the family vacation to Disneyworld a little more exciting...

  • NEW YORK (Reuters) - Delphi Corp. (NYSE:DPH), the struggling U.S. auto parts supplier, is prepared to file for bankruptcy as early as this week as it lines up lawyers and consultants, the New York Times reported on Wednesday. A Delphi bankruptcy would be painful for GM because the automaker, under the terms of Delphi's 1999 spinoff, agreed to provide medical and pension benefits to Delphi retirees if the company went bankrupt before 2007."

  • Poole and Fannie

  • Or that U2 hosted the show

  • The page one Wall Street Journal article makes very plain the large impact repatriation of funds has on the pharma industry. Six of the ten largest companies listed on the graphic are pharma companies, bringing back a total of $89.3B. This jives with numbers I described here previously.

    The repatriation needs to take place in this quarter. FASB plans to change purchase accounting rules that go into effect at the end of 2006. This provides a clear window for a biotech acquisition and partnership frenzy. - David Miller on the Buzz

  • Expensive toilet humor

  • Better hop on the stairmaster

  • Uhhh... blame the hurricane...

  • As part of Dennis Leontyev's column this morning, Hamzei Analytics offered a gratis month of the HOTS service. The link has been corrected - click here
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No positions in stocks mentioned.

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