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Random Thoughts!


All eyes on me!


  • Meehan was late to work again.

  • The metals continue to slip as the CRB flips the switch into Red Dye. Gold $428 and Silver $7 are where they broke out and I think it's where they'll hold (not advice).

  • Welcome to the land down under, where spending runs and budgets plunder. Can you hear, can you hear the thunder....?

  • Rotation station! The nets are frettin' after yesterday's upside bettin'. But that wouldn't have anything to do with month-end marks...

  • Taking care of our teachers should be at the top of the priority list.

  • Although not all teachers are worthy of teaching...

  • "I can't believe AutoZone (AZO) is getting such a push. It's an auto parts company, for goodness sake! The only good news: its comps can't help but be easier after a few bad years -- oh, and it gets the Eddie Lampert premium. My guess is that the next "story" surrounding it will be that it will replace the Sears Auto Centers." Minyan Herb Greenberg of MarketWatch.

  • Raaaaaid! Vibes from uber-economist Stephen Roach.

  • Intel (INTC) CEO Craig Barrett said the U.S. may lose its leadership in the technology industry because the government isn't providing enough incentives to compete with other nations. "We must resolve as a country that the competition is real, that winning is not inevitable,'' Barrett said in an article published on the Web site of the Semiconductor Industry Association. "We must decide to be competitive or there will be serious consequences.'' He urged the U.S. government to improve the nation's communications network, "repair'' the education system, increase investment in research, and pledge to make policies that "do no harm'' to domestic companies. "We are not going to have a high standard of living in the U.S. by competing as a low-wage supplier of commodity products,'' Barrett said. "None of these industries is more important to economic growth and productivity improvement than our own industry.''

  • I watched Garden State last night (with Natalie Portman) and enjoyed the dark humor.

  • Excuse me stewardess, I speak jive...

  • There are obviously two educations. One should teach us how to make a living and the other how to live."- James Truslow Adams

  • According to the NY Times, as much as 25% of the 7.7 million U.S. homes sold last year may have been bought strictly for investment purposes citing a National Association of Realtors study. Of the home mortgages obtained during the first 11 months of last year, about 8.5% were for people who didn't plan to live in the homes, up from 5.8% in 2000.

  • When the financial tsunami finally arrives, you can be sure that Red Dye will already be evacuated.

  • I still sense that a probe lower is intuitive and the longer Thumper waits, the more likely it'll morph into a "fail."

  • Please take a moment to read the cover story in this morning's Wall Street Journal as it speaks to Yahoo!'s (YHOO) focus on branded content and the cross-pollination of media and entertainment channels. This story encapsulates many of the themes that we've been discussing as the digital age manifests and alters the landscape of the consumer experience.

  • Further vibes from the Morgan den...

  • "When a seemingly innocuous remark from the central bank of South Korea has such an effect on the dollar, as a New York Times editorial noted last Thursday, all is not well with the U.S. position in the world economy."

  • I never knew that Hoofy was so kinky!

  • Today marks the beginning of a new era for Minyanville Publishing & Multimedia. I'll expand on that thought in a bit but suffice to say that there's a new sheriff in town and he will take the 'Ville to sights unseen. Buckle up critters....the ride has only just begun!

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