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More Random Thoughts!

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May peace be with you!

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  • Moo Laa Laa!

  • Succo's discussion on "compression"--pressing for performance as a function of size rather than movement--as profound implications for future volatility.

  • Will tomorrow's GDP kick start the dollar or further the squalor?

  • I just got off the phone with Minyan Jeff Saut--who is as good as it gets--and we were discussing the irony that is the "fear-greed-fear" bell curve. Folks tend to get bearish after declines and bullish after rallies--it's goofy, but it's also human nature.

  • I may have to change my instant message alert from a "moo" back to a "ping." Hoofy is A.D.D enough without hearing a virtual mating call every twelve seconds!

  • If Woody Allen married Natalie Wood, divorced her and married Gregory Peck, divorced him and married Ben Hur, he'd be Woody Wood Peck Hur

  • Good people trade at a premium to smart people.

  • It's slow and drifty as we edge towards Freaky Friday. Don't press or guess, Minyans, as days like this aren't meant to be painful.

  • I'm not involved...but I'm told the semi space is pretty crowded. I guess we'll see after Novellus (NVLS:NASD) tonight.

  • Brazil down 2%.

  • Oh to be on Minyan Mountain....with the barkers and the colored balloons.

  • The VXN is down ten days in a row.

  • The BKX is making a concerted effort to make BKX 98 similar to XBD 120.

  • When is the last time you smiled until your face hurt?

  • Fare ye well into the bell and have an enjoyable evening.


    R.P.
No positions in stocks mentioned.
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