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Random Thoughts


Daisy always said I was too sensitive!


  • Phoebe's evil twin.

  • Breadth is still 3:1 to the bad.

  • The Bristol Hotel...Room 515.

  • I'm told that Merrill Strategist Richard Bernstein flipped and went bullish today. Right or wrong--and if done without political pressure--that's a pretty ballsy thing to do.

  • E.D? Mandy Moore!

  • Professor Succo has been on record saying that his "key" is the bond market. Ya'll see bond action lately, right?

  • There's been multiple sixes (hundreds of thousands) cheapie QQQ puts bought recently. In a vacuum, that's bullish...but when's the last time you were in a vacuum?

  • You want me to believe Omar was a stoolie because Sosa said so? You bought that line?

  • The brokers act Merrible today (thanks Dan Meehan).

  • We flagged the stocks that were too sensitive this morning and thus far, they're cryin' a red river.

  • I think I am going to boycott sushi until they rename NoBoo. We don't discriminate in the city of critters!

  • I'm watchin' Citigroup (C:NYSE) like a hawk.

  • Markets top when news is good and bottom when things are drekky.

  • There will always be a reason for the market rhyme. Our goal, in Minyanville, is to help you sort through the vernacular.

  • Hey JDog, can I say ballsy?

  • Earn while ya learn and become a Minyanville Ambassador.

  • Hammer. Jack Hammer.

  • Laurie McGuirk will be back in his Aussie saddle on Thursday. He's involved in a pretty meaty horse race--literally!

  • Talk about a pig in...ah, fuggetit. I'm already on the editorial edge.

  • We'll hear from Intel (INTC:NASD) and Linear Tech (LLTC:NASD) tonight while BankAmerica (BAC:NYSE), Delta Air (DAL:NYSE) and Harley (HDI:NYSE) (among others) will motor in tomorrow morning.

  • If I see one more day trading infomercial on television, I might toss my cookies. Seriously--it screams "This is anecdotal evidence! This is anecdotal evidence!"

  • We'd have more luck playing pick-up sticks with our butt-cheeks than we will getting a flight out of here before daybreak. (Del Griffith)

  • In a surprise move, the Bureau of Labor Statistics has removed ALL components from the PPI.

  • Snoop Tone weighed in this morning. "The percentage of NDX overbought components has reached the current level (>85%) only twice since early 2001, indicating the recent advance was very broad and healthy. The prior two instances suggested a very near-term pullback followed by more significant upside. The two instances occurred in very different environments yet led to the same result."

  • I thought of this Succo article last night and wanted to share it.

  • The Minyanville Slim Fast results are officially in: Kevin Wassong gained .92% (and dragged me with him), Brodsky lost .5%, I dropped 2.8% (was 6% but I peaked too soon), Len Spivak shed 3.6%, Grandpa Neil lost 3.9% (teeth included), Collins shaved 4.02% and the winner--from an uber-low base weight of 125 lbs--was Jdog, who skimmed 4.8%. All losers--except the biggest loser--will donate $200 to the Ruby Peck Foundation for Children's Education. Noice!

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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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