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Answers I Really Wanna Know...

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Do you have liquidity in your portfolio?

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  • If lawyers can be disbarred and clergymen defrocked, why can't electricians be delighted, musicians denoted, laundry workers decreased, cowboys deranged, models deposed, dry cleaners depressed and maybe, with some luck, politicians devoted?

  • Are you watching BKX 119 (the bank index) as an important broader market tell?

  • Was yesterday's downdraft in crude (-2%) an ursine wink from a monolithic asset class perspective?

  • What does that say about conventional wisdom?

  • Why do I get the sense that there are gonna be some meaty private equity deals in the energy and metal space?

  • Does the Russell have to retest support at RUT 800?

  • Do you have liquidity in your portfolio?

  • Is it shaped like a water play, such as PHO?

  • Or a defense hybrid, such as ITT Corp?

  • Has anyone seen Farley and Hurley in the same room at the same time?

  • When will the conflict begin?

  • Has it already begun?

  • Housing bubble? What housing bubble?

  • While you were sleeping, what was New York City doing last night in the throws of Fashion Week?


R.P.

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position in pho, itt, financials, metals
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