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Random Thoughts


Of course, I NEVER had a doubt!


  • Expiration action is typically seen in the days prior to the actual expiry. During the actual day, the opening and close are typically busy and everything else is drifty.

  • My favorite Minyanville tee is the faded blue athletic department shirt.

  • Game on! S&P 895 is triggered and I am dancing with two legs in my metaphorical bear costume (50% conviction on the short side). I'm using a tight S&P 900 stop.

  • Crimson Tide was the best submarine movie ever.

  • You can lead a cow upstairs but not downstairs. Sucks for Hoofy!

  • All's quiet on the macro front.

  • I watched the new David Gilmour DVD three times last night-it's that good!

  • My traders-Bucky, Junior and JJ-comprise the best desk I've ever had the privilege of working on.

  • You are more likely to be killed by a champagne cork than a poisonous spider. Somebody tell Michael Jackson!

  • Do I still think the tape has significant downside risk? Yes. Do I think its next week's business? I'm....not sure.

  • My last lunch is Blue Smoke Barbeque-and it's tremendous!

  • The most bullish action in the market is the traction in the financials (on settlement relief) although I (continue to) think that they have much bigger issues.

  • A goldfish has a memory span of three seconds. I can relate!

  • Once again, thank you Mark Mazzer for stepping up in the charity auction. You're a good dude.

  • If I was one of the se7en deadly sins, I'd be gluttony.

  • While I'm away, eyeball S&P 925 and NDX 1060ish as the upper band of the "right shoulder." If they get through there, the dandruff could abate.

  • Take the time to smile this holiday season. You bust your ass all year long and deserve a break!

  • Why do I drink diet Pepsi with chocolate chip cookies?

  • The state of Vermont has produced twice as many presidents as hockey players.

  • If today wasn't my last trading day of the year, I would likely scale into short exposure rather than stopping it out (using the above mentioned levels as stops).

  • I'm thinking of Bill Meehan and his family a lot lately.

  • Specialty Pharma is a can of worms!

  • I've learned a lot about myself through this column-what I want, who I am, where I'm going. I owe a big thanks to the readership for allowing me to do that.

  • Orange Mocha Frappacino!

  • I've got to jump out to the bank (what the heck is a notary anyway)-I've left strict instructions on my stop with the boyz in the hood. FYI.


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