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Eyes of the World


If I can get 'em over S&P 1060, I'll prolly get more popular.


  • The Wal-Mart (WMT:NYSE) commentary plants a seed of doubt regarding the durability of the consumer.

  • The drugs have had a better tone the last couple sessions. This fits well into the consumer over cyclical trade.

  • I would think that Hoofy will try to spur the herd (at least once) above yesterday's highs.

  • Energy issues (particularly oil service) are perking up as well.

  • The Applied Material (AMAT:NASD) reaction is too close to call right now.

  • The biotechs (thus far) trade dry. The internets are trying to find their footing.

  • The F-Troop legislation/regulation will likely be 2004's business.

  • It's sure getting hard to stomach some of those teletubbies.

  • Next week is expiration. I've rolled the lion's share of my paper out to December and January to avoid the front month decay.

  • The dollar continues its Monopoly peg.

  • Europe wasn't able to 'follow through' on yesterday's stateside jig.

  • Gold is edging towards the magical $400 number. Be wary of potential profit taking there.

  • Seeing seven figure buyers of SPY.

  • Thank you for bearing with me as I fight this bug. It's not fun.
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