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Random Thoughts




  • Two words: J-Date.

  • Just put it on the hard eight next time!

  • A vibe from Professor McGuirk in Australia, who is knee deep in fund stuff but will be penning a column tomorrow.

  • Bank of America downgraded Kla-Tencor (KLAC:NASD) and Applied Materials (AMAT:NASD) from neutral to sell this morning. Serendipitously, the semicaps were for sale all day yesterday in the face of the monster rally.

  • I've heard of no frills airlines but this is a bit much.

  • The bulls circled their wagons late yesterday at S&P 1140 and NDX 1500 (as anticipated). The ability to hold those levels will be test #1 in the post-Bush push. Boo, bitter as he is, has pals in caves near NDX 1525 and in the S&P 115-65 zone.

  • The S&P has rallied 50 handles since last Monday in anticipation of Dubya's big day. The ability to absorb the "sell the news" crew and trigger a fresh spate of performance anxiety is Hoofy's task at hoof.

  • The horse is to corporate bonds what Tom Brady is to quarterbacking.

  • I've got back-to-back monster lunch meetings today and will then be scooting to Rubyville to buy my grandmother a margarita for her birthday. As such, this will likely be my sole post of the day and I'll taper off the Buzz near noon.

  • The dollar continues to do its best New York Yankee impersonation in early Thursday trading. Why? My sense is that the world is responding to four more years of further fiscal fumbles. And please don't shoot the messenger.

  • This has massive implications for Minyanville tradition.

  • Rotation, rotation, rotation! The money shuffle was in full effect yesterday as energy and pharma sucked in some supply. The money migration taints our sector tells at times but presents other opportunities on a trading basis.

  • Emmett Fitz-Hume.

  • Dow Jones 10,250ish is both the '04 downtrend line and the 200-day moving average.

  • The metals are firm this morning as the grab back the Tuesday as gold resniffs '04 highs.

  • Many thanks to Mark and Michelle Kellner for making last night's Succofest one for the ages.

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