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Random Thoughts




  • "There are deep-rooted structural problems that will cause America to continue to run a huge current-account deficit unless trade policies either change materially or the dollar declines by a degree that could prove unsettling to financial markets." All-Star guitar signee Warren Buffett in his annual letter to shareholders

  • "How the heck can they possibly do this in face of all their problems and the problems with Aunt Fannie (FNM)? Minyan Mish"

  • To the moon, Alice!

  • Frank Layden, Utah Jazz president, on a former player: "I told him, 'Son, what is it with you? Is it ignorance or apathy?' He said, 'Coach, I don't know and I don't care.'"

  • "After many false starts and premature proclamations, the convergence of the personal computer and the TV has arrived in an almost fully integrated fashion," Comcast CEO Brian Roberts told a record crowd of more than 1,300 attending the opening session of the American Association of American Advertising Agencies' annual media conference in New Orleans.

  • Does everyone see the DXY (dollar index) dandruff?

  • No....wire...hangers............ever!

  • Today's N's over S's has caught some traders off guard as the action is a mirror's image of Friday's scrimmage. Energy, housing and cyclicals are all lower while the semis, telecom and biotechs trade righteous.

  • Tennis anyone?

  • Somewhere along the line, America has shifted from a land with piggy banks to a land of piggies.

  • Collins Trading Radar maps out the catalyst calendar.

  • A Christmas Story sequel?

  • "If this market has ventured on a new bull leg or a meaningful extension of the late '04 trend, the NASDAQ is likely to benefit. 2103 represents the breakout point on the NASDAQ, and while commercial hedgers have their greatest short position on the DOW since the spring of 2001, commercials are the only sub-set of futures players' long NDX futures at this point. Time is not an ally of the NASDAQ, if the index cannot breakout this week; the broader market is likely to come under pressure. If the NASDAQ does the unthinkable, and undercuts support at 2008, then an outright short call on the broader market begins to gain some traction." --Lehman Chartist Jeff Degraaf

  • Do you think that Uncle Albert will ever accept a lyrical apology?

  • "Of note is the bullish action in the energy and materials sector and the continued uninspiring action in tech, healthcare and the consumer discretionary sectors. We believe investors should use pullbacks to add to the former (primarily natural resources) and use rallies to reduce positions in the latter (primarily those sectors formerly known as growth). The "role reversal" continues and we're not talking about Oscar and Felix." Uber-Minyan John "if it ain't" Roque (don't fix it) of Natexis Bleichroeder.

  • John's vibes are consistent with my long-held belief that energy has emerged as the new leader and will ultimately overtake the financials as top dawg in the S&P.

  • Resistance resides at NDX 1550, an area that "broke" in January and has acted as a ceiling ever since.

  • Have you ordered your uber-snazzy Minyanville 100-year Dow Charts?

  • Checkmate?

  • Please note the traction in gold and silver despite the fact that the dollar is grabbin' some greenback. Our aforementioned levels last week (gold $428/silver $7) remain underlying support.

  • Chewing through the world's most important stock.

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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

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.

Copyright 2011 Minyanville Media, Inc. All Rights Reserved.

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