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Random Thoughts


KLAC just became a tell.


  • I'm jugglin' a lot of meetings and minutiae today so apologies for the lag in posts.

  • The dollar squalor and bold gold has short-term headline risk. Whachu tawkin' about Willis? That trade has gotten a tad loud in the media.

  • The VIX is 15 handles away from ultimate support.

  • Few things in this world surprise me anymore.

  • Breadth mints.

  • See some old friends. It's good for the soul.

  • Is Denzel an all-time top ten actor?

  • Professor Succo is a good man. Salt of the earth.

  • If you haven't been to Australia, put it on your "to do" list.

  • General Motors (GM:NYSE) is (was) a crowded short.

  • Hey Boo, where you going with that gun in your hand?

  • The ability not to trade is as important as one's trading ability.

  • No, Brodsky isn't the Adam from Average Joe.

  • There's a lot of negative gamma currently in the market.

  • Sylvia Vadvah cracks me up.

  • The stylistic approach that worked for three years (long volatility/fading when trading) became obsolete this year. Makes sense--weed out the bulls, weed out the bears, weed out the bulls, weed out the bears....we've only just begun.

  • Aloha Mr. Hand.

  • Watch to see how KLA-Tencor (KLAC:NASD) reacts to the news (they just upped order guidance).

  • Festivus for the rest of us.

  • The money center banks aren't participating in this jig.

  • Something doesn't feel right.

  • Lunch meeting--gotta hop.
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