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Random Thoughts


We're going to Florida!

  • Hey Abbott! For all you SunMicro players, please "see" that value shop Lord Abbett & Co. has initiated a position in the name. 35,000,000 shares, to start, which immediately makes them the sixteenth largest institutional holder in the name. I'm involved, as you know, but it's more of an investment rather than a trade. And lest you think I'm talking my book, please know I'm not. I'm just sharing the "eyes" that I use to watch after one of my own.

  • Deflation? With the Dow at a five year high? I just don't see it, which bodes well for the CRB names (as the index sits on multiyear trendline support). We opined this morning that energy and metals could see a bounce and indeed they are (OSX +2.5%, XOI +2%, XAU +2.6%).

  • The critters are heading to Rubyville this weekend for some vibe time with the Maven. As such, and in the spirit of the 'Ville, we're gonna host a Sunday Minyanfest in Del Ray, Florida between 5pm-7pm. Nothing fancy, just a little vibe time on the beach with some tasty waves and cool buds. All Minyans are welcome (and sorry for the late notice).

  • Minyans. Mountains. August 10-13. Are you ready?

  • Get this man a job at the Fed!

  • We saw pretty sizable call buying in Yahoo! late yesterday but the stock has yet to react today.

  • Who ya gonna call?!?? Newbie hire Ariana tore down the house last night with a fantastic rendition of the Ghostbuster's theme. Very well done young lady!

  • I'll be delivering the key note at the 2nd annual Entrepreneur's Retreat in Cannon Beach, Oregon on March 18th. Area Minyans are welcome to attend and can contact Professor David Miller for more dets.

  • I'm no economist--and far be it from me to question conventional wisdom--but how can Treasury Secretary John Snow and Fed Hed Ben Bernanke blindly opine that the yield curve has suddenly lost its predictive powers? 'Collective agendas' and 'shaped psychology' have seemingly entered a new societal phase.

  • Is March Madness really around the corner?

  • We're hearing that the correlation of hedge fund returns is quite high. Huge January, flat to down February. Interesting, as it seems that alotta players have the same bets on. File that away for a later date as it's an interesting nugget of thought.

  • Who's zoomin' who?

  • Hewlett (HPQ) was the best performing Dow component last year and it's starting '06 right where it left off (+8%).

  • I asked a question on the Buzz this morning: If you can have lunch with any one person in history, who would it be? Some answers included:

    • My dad when he was 36.

    • Jesus Christ.

    • Anwar Sadat.

    • Leonardo DaVinci.

    • George Washington.

    • Winston Churchill (if he brings brandy and stogies)

    • The Dalai Lama.

    • Hoofy (so I can ask him what he's thinking)

  • Friday's expiration will add undercurrents to the action that aren't always obvious. Keep an eye out for pin risk, which has a higher probability when open interest is outsized relative to average daily volume

  • I offered an "oh by the way comment" on the Buzz yesterday that mojo is cyclical. Surprisingly, I gotta lotta feedback on that vibe. It's true--seasons, markets, moods, waves--they all operate on cycles. Understand there will be rough spots and know there will be better days. Smoothing the process--and not letting my P&L define my person--is one of the most valuable lessons I've learned through the years.

  • Fare ye well into the bell.


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Position in sunw

Todd Harrison is the founder and Chief Executive Officer of Minyanville. Prior to his current role, Mr. Harrison was President and head trader at a $400 million dollar New York-based hedge fund. Todd welcomes your comments and/or feedback at

The information on this website solely reflects the analysis of or opinion about the performance of securities and financial markets by the writers whose articles appear on the site. The views expressed by the writers are not necessarily the views of Minyanville Media, Inc. or members of its management. Nothing contained on the website is intended to constitute a recommendation or advice addressed to an individual investor or category of investors to purchase, sell or hold any security, or to take any action with respect to the prospective movement of the securities markets or to solicit the purchase or sale of any security. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional. Minyanville writers and staff may trade or hold positions in securities that are discussed in articles appearing on the website. Writers of articles are required to disclose whether they have a position in any stock or fund discussed in an article, but are not permitted to disclose the size or direction of the position. Nothing on this website is intended to solicit business of any kind for a writer's business or fund. Minyanville management and staff as well as contributing writers will not respond to emails or other communications requesting investment advice.

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