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.
No positions in stocks mentioned.
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