Random Thoughts

By Todd Harrison Dec 03, 2003 11:57 am

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.