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Random Thoughts


Where is everyone?


  • Handicapping the Fed horse race.

  • New Paradigm? The S&P/VIX ratio is testing record levels again. On the off chance that vols still matter, you may wanna toss that on your "hmmm" list.

  • Seattle slew?

  • It's official--the Valentine's Day diet begins today. It'll be good for my heart and therefore consistent.

  • Despite the quiet Monday muse, the gorillas have been active today.

  • Was this the blip on the North Korea radar?

  • Dr. Minyan Marc Faber.

  • "We've still got questions about the long-term pattern for the SOX but we want to stay open to the possibility that these stocks can rally importantly here and bigger than our last week's target for the SOX of 450. SOX components Kla-Tencor (KLAC), Marvell Tech (MRVL), Novellus (NVLS) and Texan (TXN) have the better patterns." John "if it ain't" Roque (don't fix it) of Natexis Bleichroeder.

  • The Committee for the Promotion of Virtue and Prevention of Vice?

  • We've started to see some sell side interest in the XLF (financial spiders). Keep in mind that BKX 102 resistance remains nestled above current levels.

  • "I tried to break it up I said "stop it, just leave her," she said "if I can't smoke none she can't either..." Snoop Dogg, Doggystyle

  • "Also "botox worthy" (think: necessary for a straight face) is the notion that the country will achieve "only" a $233 billion deficit in the 2008-2009 timeframe. To arrive at this figure, the "gear heads" inside the Beltway assume: 1) spending cuts that are politically unattainable; 2) revenue income streams that are VERY questionable; and, 3) as previously mentioned, no money for wars and an expensive Social Security system overhaul. Mind you, all of this is supposed to occur within a finance-based economy in a rising interest rate environment." Jeff "as good as it gets" Saut in his always awesome Raymond James missive.

  • Critter vacation.

  • Just because they're wearing tuxedos doesn't mean there should be a formal protest.

  • DeVibe from Lehman sage Jeff DeGraaf: "All told last week there were 15 fresh breakouts in the SP1500 and 42 Breakdowns. That doesn't imply overwhelming strength, but it didn't damage the trend of the SPX either. 4 of 5 trend indicators remain positive, and as long as the SPX remains above 1163, the benefit of the doubt should be with the bulls. The sentiment extremes at the beginning of the year, however, are likely to cap the strength as the correction was neither deep enough nor pervasive enough for us to believe that the market was fully cleansed of these excesses."

  • We love fresh fish as much as the next guy but this is a little much.

  • The metals continue their shiny ways but keep a close on the greenback for a potential bounce at former resistance and current support (DXY 84).

  • Nice win by the Terps. And time for some redemption for the Orange.

  • You will continue to see improvements to the Minyanville community as we implement features that will enhance the critter experience. I can't let the cat out of the bag yet (despite my feline friendly tendencies) but it'll be well worth the wait.

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