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Random Thoughts


Be on the ball, Minyans

  • But did it call the kettle black?

  • Questions I really wanna know...
    • Will fears of a global slowdown be assigned as a reason for the rhyme when crude retreats?
    • Will Elmer use Katrina as an excuse to cut rates?
    • Is Hoofy trying to pick up dimes in front of a bulldozer?
    • Should the SPR be renamed "PR"?
    • Should I go to Foxboro with Fish to watch my Raidas?
    • If Elmer is the frying pan, is Bernanke the fire?
    • Is the VXO really pre-teen still?
    • Do you see that the internals are still positive?

  • Fear the Phoebe!

  • The PMI was abysmal (the worst reading ever for new orders) and that's fueling the global slowdown chatter. You know the drill--higher input costs, stagnant growth...s-t-a (see you real soon?) g-f-l (why? because we fear you) a-t-i-o-n. Today's business? Prolly not. Worthy of some time in your keppe this weekend? Absolutely.

  • The Craw! We're hearing chatta that some asset alligators are in motion (outa bonds and into stocks).

  • Critters gone wild!

  • "The positive relative strength today shown by the Russell 2000 is noteworthy, but it occurs within the context of lower lows and lower highs. It would take a move above 662 to shift the near-term negative context back to positive." -- Pepe Depew on today's Buzz.

  • He should be spanked.

  • Keep tabs on those piggies as they edge towards an important inflection point (BKX 98).

  • The techs are stuck in the middle with Boo. Support is at NDX 1550 and the August trendline rests at 1575.

  • I'll be selfishly taking Friday off to enjoy a much needed four day respite. Then again, maybe I won't.

  • As discussed this morning, there is a case to be made on both sides of the fence. I view Hoofy's perspective as a pure trade and Boo's take as an unfortunate but increasingly clear reality. The zillion dollar question, in my mind, is when perception will synch with that reality.

  • Bullish sentiment declined to 51.1% from 56.8% in latest Investor's Intelligence poll. Bearish sentiment rose to 27.3% from 25%. Those expecting a correction climbed to 21.6% from 18.2% in last week's reading.

  • The volatility sisters haven't a care in the world.

  • The skinny on real estate.

  • Setting stops removes emotions. That's been true for Boo through August and it helped Hoofy stick to his wick this morning.

  • A close buddy of mine was supposed to join us at Succofest tonight but sent an email to say "I may have to reschedule-I've been traveling for work, my mother is sick and I'm completely stressed." My response? "It's exactly 'those' times when an old friend is most needed. There's a lot of sadness in the world these days and sometimes we gotta make an effort to find the smiles."

  • Don't forget that today at 4:30pmET, our own Editor in Chief Greg Collins and Managing Editor Kevin Depew, along with Professors Jason Goepfert, Jeff Macke and Greg Weldon, will be in the Hamzei Analytics chatroom to discuss highlights of MIM2's theme, "Controlling Risk and Staying in the Game"

    To register for this chat, please click here.

No positions in stocks mentioned.

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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