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Random Thoughts

By

Defined risk has saved me too many times over the years.

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  • While I booked a nice and quick lil' schnitzel in Apple last week, today's news is providing an i-Boost. PC margins aren't what they once were (what is?), but given their current market share (3%), this segment has alotta upside.

  • My brother Adam (a Maryland alum) and I watched the Terrapin-Duke NCAA women's final last night, a thriller won by the turtles in overtime. While it was a great game, I couldn't quite understand why they kept referring to their defense as "man to man."

  • John Succo Buzz this morning: "I thought this indicative of how "stupid" markets can be (when enough participants are one way and group-think takes over). In the Wall Street Journal today under the 'What's News' column, these two headlines occurred directly next to each other:
    • "The Fed released transcripts of deliberations in 2000 that show officials remained bullish on tech spending through most of the year even as a slump began."
    • "The Nasdaq hit a five-year high of 2345.36 on optimism about earnings and Fed statements."

  • We touched on the insider selling in SunMicro again in my morning missive.

  • Is a bit of alpha and alpha bit?

  • The share of net worth held by the wealthiest 1% of American families rose slightly after inflation between 2001 and 2004, according to new figures from the Federal Reserve, the Wall Street Journal reported. The top 1% held 33.4% of the nation's net worth in 2004, up from 32.7% in 2001, but still lower than a peak of 34.6% in 1995. Does this sound familiar to anyone else?

  • The weekly Investor's Intelligence survey shows a jump in bullish sentiment to 49.5% from 46.7% prior while bearish sentiment fell to 27.8% from 28.3% prior.

  • The deputy press secretary for the U.S. Department of Homeland Security was arrested Tuesday for using the Internet to seduce what he thought was a teenage girl, according to a report from USA Today. Brian J. Doyle, 55, was arrested at his residence in Maryland on charges of use of a computer to seduce a child and transmission of harmful material to a minor. The charges were issued out of Polk County, Fla.

  • The Minx seems to be biding time as Bovine Maximus whispers "Hold...hold...hold..." under S&P 1310.

  • I've identified stop levels in my short side (financial) exposure and, should they be elected, I will not look back. Defined risk has saved me too many times over the years.

  • We've got some heavy hedge fund hitters lined up for MIM3 (Vail Cascade, Aug 10-13). We've got a little more work to do on the back end but will be opening the flood gates shortly. (And yes, I'm excited--there's nothing better than Minyans in the Mountains).

  • If you're planning on playing with acne, please reread Professor Goepfert's Buzz from yesterday.

  • Footloose and fancy free in New York City?


  • R.P.
Position in SUNW
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