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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.
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Position in C, GS
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