Sorry!! The article you are trying to read is not available now.
Thank you very much;
you're only a step away from
downloading your reports.

Random Thoughts: The Denial-Migration-Panic Continuum


It seems we're in the early innings, possibly the top of the second, of this debate...

  • Pee Pee Eye? Either producers will pass through costs to consumers or swallow hard and choke on margins. Either way, it's tough to paint that as a positive.

  • Alotta folks are asking me about Recession and my response (again) is that for many, we're already in one masked by the lower dollar and economic numbers skewed by the "haves."

  • If we view that debate on the denial-migration-panic continuum, I would have to say we're in the early innings, possibly the top of the second.

  • "There is notable action today in the Russell 2000. This index is showing additional relative weakness versus the S&P 500 today. This has been a good indicator of where the equity market in general is likely to move in the shorter term." Professor Mark Bloudek on today's Buzz.

  • Free will is God's greatest gift.

  • Wow, Countrywide (CFC) is a single digit midget again. I wonder when Hoofy and Boo are gonna weigh in on that fray?

  • Green beans in the red sea? The cyclicals, Microsoft (MSFT), Research in Motion (RIMM), Amazon (AMZN), Apple (AAPL), Cisco (CSCO) and CSX Corp (CSX).

  • The red-headed stepchildren? Red Banks, NJ (BKX-1.5%), homies, semis and biowreck.

  • The best advice I can offer in business? Learn to view obstacles as opportunities.

  • The Following Buzz Took Place Between 11:00 AM and 12:00 PM….

    What would Simon LeBon do in a tape like this?

    Please please tell me now, is the writing on the wall? Save a Prayer, it sure looks like Boo is Hungry Like a Wolf, particularly after the Reflex rally got stuffed yesterday.

    Hey, given the Wild Boys at the Federal Reserve, I suppose we can't blame Planet Earth for reacting as if we've passed The Point of No Return.

    Is There Anyone Out There left to buy into the Ben Bernanke's New Religion?

    Careless Memories aside, this tape is Notorious for it's whippy reversals so while our tea leaves portend A View to a Kill, I'm staying light and tight on both sides of my pad.

    Yes, that includes taking my fades (sales) from yesterday's Sound of Thunder.

    Hey, a few more trades like that and I might be able to afford that vacation in Rio with my new camera!

  • What am I doing? I peeled off puts, as I'm a picker, a grinner, a lover and a sinner... but I'm not a glutton, not in this tape. Make 'em to take 'em, I say, and with a respectful nod to the Gods of premature evacuation, I took my trade in HBC.

  • Yo, Gimme some snaps for my petrol! Hey O-Dog, you know what I'm spying? Some potential reverse dandruff on the homies. If the HGX holds 140 (big if, I know), this could trace out another leg higher. I'm hanging with Caine, er, Pulte Homes (PHM) calls for a quick schnitz and a tight bite. If we don't hold these levels, I'm outie. If we do, I'm rolling with my homies. Anyone want a hamburger?

  • I just had a vision. Minyanstock 2008. Can you feel it?


Position in PHM

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.

Copyright 2011 Minyanville Media, Inc. All Rights Reserved.

Featured Videos