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Afternoon Randoms

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May peace be with you!

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  • Try this cheese--it's really gouda!

  • Can the Fed "tap dance" around the muck for another year or so? Sure--they're the Fred Astaire of ducking despair! The "ultimate" test will be when the mountain of corporate debt comes due in 2006 and how the credit markets digest it. That's why Brian's song is so "critical" when fitting the pieces of the puzzle together.

  • Current market cap of the OSX (Composed of 15 Oil Service Stocks): $129 Billion. Current market cap of Intel (INTC:NASD): $130 Billion

  • Growth spurts!

  • Albert Einstein's last words will never be known. He spoke them in German, and the attending nurse did not speak German.

  • The brokers (and Citigroup (C:NYSE)) are the flies in today's ointment. The retail sector is starting to buzz as well.

  • Elmer. Tuesday. Corner.

  • I opined a few weeks back that I thought we would see alotta pre-announcements this quarter. I still think that business is extremely back-end loaded and companies--particularly in tech--are having trouble chewing through their inventories. Will/can that shift the overwhelming psychology? Not sure---although I sense that the combination of that and a rate hike may roil the toil.

  • The words CHOICE COD read the same when held in front of a mirror upside-down.

  • Trust--or lack thereof--is the quickest way to prick a bubble.

  • My sleep eating is starting to become problematic.

  • In the interest of sharin' while caring, there are some polls out there that show a dead heat.


  • Crude is more than 4% higher. So ya know...

  • Talk about a hung jury!

  • Five year high in the trannies. Uncanny.

  • I never thought I'd be in a business where a finger injury could be career threatening.

  • Never put yourself in position where you "need" a rally (or sell-off). Sooner or later, you're not gonna get it.

  • Try explaining this to your insurance company!

  • I've got a 3pm conference call so please let me take this time to wish ye faithful a most peaceful weekend!

    R.P.
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