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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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No positions in stocks mentioned.

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

The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

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