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Answers I Really Wanna Know...

By

Is this current juncture akin to 1987 or 1997? Does that answer depend on further elasticity of debt?

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  • Why do I think of Shun Lee each every time I see an AFLAC commercial?

  • Why does the Matador Crowd focus on the core number when the CPI is tame and the headline number when it fits their thesis?

  • Did you see the multiple seven figure size seller in the IWM (I-shares Russell) yesterday?

  • Is this current juncture akin to 1987 or 1997?

  • Does that answer depend on further elasticity of debt?

  • Did you see that Merrill Lynch (MER), which beat earnings this morning, and weathered the sub-prime malaise by dedicating more capital to proprietary trading?

  • Will you remember that banks and brokers trade on future expectations rather than rear-view results?

  • What will Bonnie Tyler have in store for us today?

  • Alright, so what says ye, Family Bancroft?

  • Are you watching the chemical space today on the heels of the Lyondell's (LYO) takeout 48% above the last trade?

  • Did you see the ABX indices (linked to sub-prime bonds) hitting new lows just before the major indices turned down yesterday?

  • Do you know that Goldman (GS), JP Morgan (JPM) and the rest of the Street are stuck with at least $11 billion of loans and bonds they can't readily sell?

  • How will that impact their cost of capital or the coming flood of LBO's, which generated a record $8.7 billion in fees during the first half of 2007?

  • If not, why aren't you reading the Buzz?

  • Are the "higher lows" in volatility a sign that traders are still hedged (wall of worry) or a stealth indicator of slowing liquidity?

  • Do you see where the bank rally thus far failed?

  • Is the Verizon (VZ) option market saying "no shot" to this deal?

  • Do you see beta beginning to fade a bit into yesterday's close?

  • Are you paying up for "fat" front month vol into earnings?

  • Given how poorly the Yankees have played, is it a good sign that they're only nine out of first?

  • Did you see Professor Jason Goepfert's explanation regarding the curious absence of +1000 TICK readings during this latest lift?

  • Are you enjoying your journey?


R.P.

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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