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Random Thoughts

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Some folks are starting to look for "excuses" to sell (given the eye-popping run by the tape) but I've yet to find anyone who thinks the pullback, if and when, will be anything more than a healthy and necessary respite.

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  • Levels of Lore with jet lag galore? BKX 118 and XBD 260, for the all-important piggies, with a conscious nod to S&P 1530-50, which we noodled before I scooted.

  • Some folks are starting to look for "excuses" to sell (given the eye-popping run by the tape) but I've yet to find anyone who thinks the pullback, if and when, will be anything more than a healthy and necessary respite.

  • Early eyes are spying the softer side of the brokers (BSC), homies and drillers while media, metals and the utes are finding some early nub.

  • The longer stochastics "twist" along the top (bottom) of the page, the more violent the eventual move typically is in the other direction.

  • Gratitude is groovy.

  • Did I really think that leaving my watch set to NYC time would somehow alleviate the jet lag upon my return?

  • Opportunities are made up easier than losses. I know it sounds trite in the teeth of a rally but that little tidbit has saved me mas coin over the course of my career. Don't trade emotional.

  • Through the lens of "asset class deflation vs. dollar devaluation," lower crude isn't necessarily positive for stocks. Au contraire, Mon Frere.

  • Answers I Really Wanna Know…

  • Do you believe in Miracles? On Wednesday, May 23, please join your fellow Minyans and members of the 1980 US Gold Medal Hockey Team for the Miracle in Manhattan. The Ruby Peck Foundation for Children's Education will be one of the beneficiaries and MVHQ will be there in force. Please, thank you and all that other good stuff!



    Join us for a "Miracle in Midtown"

    Wednesday May 23rd... benefiting charities including the Ruby Peck Foundation for Children's Education





Position in SUNW

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.

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