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Random Thoughts!

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Circle of trust, Snoop, circle of trust!

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  • The cyclicals continue to outperform and they're leading to an S's over N's tape.

  • During dinner last night with Succo and Charlie, we discussed how the GSE's have become the "in vogue" (read: crowded) shorts. That's the risk to the bear thesis--although ultimately, stocks don't lie.

  • The semis act like pooh (on the heels of NVIDIA (NVDA:NASD)).

  • Kneel before Zod!

  • I've been waiting for Newmont Mining (NEM:NYSE) to pull back...for six points.

  • NYSE breadth positive while Nazzdoggie breadth is negative.

  • This bond market action is crazier than a Russian undressing.

  • Do you think there would be a Minyan mutiny if we skipped Random Thoughts one day?

  • I don't care how cool Charlie is--he REALLY lucked out in marrying Corey.

  • Never trade purely on valuation.

  • I've been watching Pan American Silver (PAAS:NASD) as my silver proxy. My boy blue, er, Fleck turned me on to this name.

  • Hmm...Daisy just told me that SHE was taking vacation next week too!

  • Poor Petie!

  • Watch the Russell 2000--it put in a double top (bearish) and is giving a stochastic buy signal (bullish).

  • I spoke to my princess niece Maia last night who told me daddy was buying her a fishy for her birthday. I asked her what she was naming it? "Maia," she said. "But Maia, you can't name your fish after yourself." "Yes, I can." She said. Whataya say to that?

  • Elmer credibility test coming up Tuesday. If the market blinks regardless of what they do, you know that sentiment has shifted.

  • SushiFriday. Wasabi!

  • The dip buyers won't scare until the fifth dip.

  • Wouldn't it be great if the television media came on and said "tech stocks are lower today because they're unreasonably priced and investors got carried away again?"

  • "Real heroes are men who fall and fail and are flawed, but win out in the end because they've stayed true to their ideals and beliefs and commitments"- Kevin Costner

  • Raiders vs. Rams tonight. Here we go...

  • Sanford Bernstein's CFO survey indicates that "the level of optimism has waned" regarding second half spending plans. That may be weighing on tech.

  • Remember Minyans...the most vicious sell-offs occur from oversold conditions.

  • Big blue got banged up last night. Sorry Berko.

  • Fokker's in a mood. Great.

  • I'll be back--the Minx is on the move and I wanna get this column posted. Besides, Mr. Bucs fan and I have a sushi menu to review!








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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 todd@minyanville.com.

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.

Copyright 2011 Minyanville Media, Inc. All Rights Reserved.

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