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Random Thoughts: Tying History Up With a Bow

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Government bought the cancer and sold the car crash

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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 Martial Law For the Markets and Random Thoughts: Sifting Through the New World Order and Clarity Now!


The Other Side of Socialization - 1:03 pm

Reports are circulating that General Electric (GE) is being added to the not-so-short no-short list, which triggered a few thoughts:

  • With financials off limits, will focus shift to stocks with derivative exposure?

  • Where do you draw the line? Airlines? Autos? Retail, in time?

  • The psychological reverberations of this initiative will be fierce.

  • A prolonged period of price discovery will persist as we find our way through this new world order.


More Answers I Really Wanna Know... - 1:54 pm


Back in the U.S.S.A.! - 2:40 pm

  • It took me all day to arrive at this simple summation that the government made a simple trade. They bought the cancer and sold the car crash.

  • I suppose this is apropos given what's going on in the world into this expiration (thank you Minyan Kyle).

  • The vulnerability of the retail sector is really starting to crystallize in my admittedly frazzled keppe. Tech too, as remaining traders rotate risk. Remember, cancer comes in stages.

  • Wal-Mart (WMT), Target (TGT), Intel (INTC), Dell (DELL)...

  • Hmm... look at MBIA (MBI) and Ambac (ABK) too. I thought they were on the list?

  • Is anyone else ready for some football? I suppose I should be psyched the Raiders play the early game so I can get glued to my screen for the Sunday night announcements.

  • And yes, I've canceled my business trip to the left coast on Monday as it's time to man the forts.

  • I continue to hope that this has all been a strange dream but something tells me that it's not. Breathe deep Minyans--this is where the power of community will set us apart from the pack. That is, until we are the pack. Bring it.


R.P.


The doors to Festivus 2008 are officially open! Lock your spot for the critter trot as last year's soiree sold out. This is our annual event to commingle our professors, partners and Minyans while chowing down and listening to live music. The very best part? It's for the kids in the good name of my grandfather.

GET TODD'S INSIGHT ALONG WITH 25 OTHER MARKET PROS' IN REAL-TIME ON BUZZ & BANTER

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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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