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Random Thoughts: What Does it All Mean?

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Rescue plan couldn't make it through Congress.

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Editor's Note: The following was posted in real time on our premium Buzz & Banter. It's being shared here for the benefit of the Minyanville community. See also Fighting the Good Fight, Band on the Run and Sniffing Out a Script.


Answers I Really Wanna Know... - 12:07 pm

  • Does anyone else think that this is nuckin' futz?

  • Define "Big" please?

  • What's a better vehicle to bet against the buck, FXY (Yen) or UDN (short dollar)?

  • You can lead a bank to liquidity but you can't make it lend?

  • If you Google "the process of price discovery," would you find a picture of our September to Remember?

  • While the banking survivors have been circled--JP Morgan (JPM), Wells Fargo (WFC), Bank America (BAC) and now, I suppose, Citigroup (C)--will Minyans please remind themselves that there's a difference between a good company and a good stock?

  • For didn't we have the same conversation about Research in Motion (RIMM) when the stock was twice the price of current levels?

  • Is there a rule regarding the suspension of Judaic Habeas Corpus?

  • In other words, is it kosher for me to do live TV tomorrow morning before attending services with me Moms?

  • Aw come on, haven't we learned that a little levity goes a long way?


Hank is Moody! - 1:05 pm

  • We said it on Friday and we'll say it again. If there are two things I know for certain, it's that people on ludes should not drive and politics and derivatives don't mix.

  • There are two primary points of concern: structural and psychological. The former is a function of the interwoven financial fabric and the latter matter is faith in the former free-market system.

  • Particularly given how haphazard the political decision-making process has been.

  • My crude stab was stopped out for a small loss, so you know. Discipline over conviction as we find our way through this process of price discovery.

  • If I had the back of an envelope, I would venture to guess that it would sorta align with VXO 70. I'm not in the "let's draw a line in the sand" business but as we've discussed it, I wanted to circle back to it.

  • On the bright side, Californication has started the new season. So at least we've got that going for us.

  • The wild-card in this equation? I know, loaded question but here goes. Redemption Songs. There will be far fewer hedge funds going forward and the unwinding of that risk--on top of the obvious big bank culprits--hasn't been discussed much by the media.

  • Or should I say, the mainstream media. In that vein, we humbly ask ye faithful to help us spread the good word. The Minyanville content is our very best (and only)advertising and if you're finding it of value, please tell two friends. You know, it's the whole Faberge thing...


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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.

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