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Random Thoughts


Let's finish this week with some jingle in our jeans.

  • We've touched on the topic of virtual real estate in these pages before. It makes sense, right? First there was a bubble, now we're seeing a real estate bubble. Doesn't a virtual real estate bubble seem like the perfect cherry on that Sundae of speculation?

  • What, you don't think there's a real estate bubble? You might be right--it's not like there's a speculative frenzy unfolding.

  • Boo is playing whak-a-mole at S&P 1315 again. In terms of the weekly press and collective psychology, this is obviously shaping up as an important close.

  • S's over N's as the semis, Dell and biotech weigh on the four-letter arena despite the jig in Google.

  • What's up Doc? On second thought, don't answer that!

  • Congrats to everyone in the city of critters on the publication of our 50,000th Buzz post!

  • Market internals are hangin' 3:2 on the big board as the N's dabble in Red Dye.

  • I've long maintained that emotion is the enemy when trading. Here is the other side of that trade.

  • Ford? Tough, it's down 7%.

  • I suppose the question is how long the bears yawn for?

  • I nibbled on a little Golden West puts (fall paper) just to be there. Not huge, just a token schnitzel for a rainy day. And no, this isn't advice...

  • While we've still got a gorilla or two to add to our MIM3 roster, our current line-up is already fabu. The gates to the ranch are officially open, Minyans, so if you wanna mingle in the mountains with the rest of thy faithful, please take the time to secure your spot!

  • T-minus three hours until our requisite two-day respite. Let's finish this week with some jingle in our jeans.

  • "Scale invariant, leptokurtotic, non-gaussian, power-law behaved cycles?" Geez, Scotto, you took the words right out of my mouth!

  • My Queen wants to register this weekend. Can you do that at Baskin Robbins?

  • No volatility? Tell that to F5 Network (FFIV) holders. That, my friends, is what you call a land mine (although I believe Mr. Zucchi made a savvy scoop last night).

  • I'm keeping a watchful eye on my financial duopoly (Citi and Goldman are both laggy).

  • Todd Deutsch from Galleon will be at MIM3. So will Dave Perlin from Keel, Dr. Quin Mallette of Mallette Capital, David Slaine and, quite possibly, my old pal Jeff Berkowitz. Human capital at its finest!

  • "Time is the most precious commodity." Ruby Peck

  • Be wary of pin risk with stocks that sport an outsized open interest relative to average daily volume.

  • "General Motors (GM) got a lot of credit yesterday for an improved quarter. We sold into it. From our perspective, the main thing that happened is that the company reduced capital expenditures thus reducing cash draw." John Succo on today's Buzz (position in GM).

  • Mucho Minyan White Light to Gerry Vos and Stephen Nagler. Guys like you are why Minyanville is the community it is.

  • Fare ye well into the bell and have a very mindful weekend.

  • R.P.
Position in C, GS

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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