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Morning Randoms

By

Franklin's Tower is starting to shake!

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  • Census Bureau! The Investor's Intelligence weekly survey is out and the Matador Crowd marginally upticked to 54.6 (vs. 54.5) while the Red Dye crew slipped to 23.3 (vs. 25.3). Nothing new on the lopsided landscape as the bears continue to get crowded out.


  • We alluded to the alligators yesterday who were looking to "lock in" a 4.4% yield. Get used to it, the yen for yield and continued compression are likely gonna be themes for dreams.


  • "Whenever I watch TV and see those poor starving kids all over the world, I can't help but cry. I mean I'd love to be skinny like that, but not with all those flies and death and stuff." -- Mariah Carey

  • Google (GOOG), which filled most of the 17 point gap since last week's earning's pop, dutifully bounced yesterday in front of today's analyst fete. Traders will weigh the coming giggles vs. the 100 million shares of insider stock due to free up tomorrow.

  • "Anyone who conducts an argument by appealing to authority is not using his intelligence; he is just using his memory." - Leonardo da Vinci

  • Corporatocracy.

  • When is the last time that you were so excited by your work that you couldn't sleep?

  • Breadth never gave Hoofy the wink yesterday. And I'll key on 'em for as long as they continue to be the single best intraday tell.

  • S&P 1196, BKX 102 and SOX 420 now becomes the bovine backstop.


  • That's not mine!


  • Hewlett-Packard (HPQ) announced that CEO Carly Fiorina is stepping down effective immediately. CFO Robert Wayman has been named interim CEO and was appointed to the board of directors, though the company will begin the search for a new CEO immediately. The company will hold a conference call at 9:00amET at 800-706-7745 passcode 93115577. (Nice call Mr. Macke!)

  • McShmuck!

  • While I wanna save Toby and jetison him to the 'Ville (he would be happy here), I do not (and cannot) vouch for the legitimacy of these efforts.

  • Franklin's Pain continues today as the GSE's head to the hill to spill (and count) the beans.

  • Looking back over the last few years, March has been the "inflection" month for the Minx.

  • Two men do not a market make. And despite the dollar bounce (or the room to DXY 86.60 200-day), I wouldn't wanna be sitting on the other side of a poker table from these fellas.

  • On the heels of the Cisco (CSCO) report, note the following names with % of revs from CSCO fwiw: Hi/fn (HIFN) 41%, Ixia (XXIA) 29%, Finisar (FNSR) 22%, Integrated Device Tech (IDTI) 20%, Avanex (AVNX) 20%



R.P.

No positions in stocks mentioned.

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 todd@minyanville.com.

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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