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Answers I Really Wanna Know...

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Will the next, marginal buyer of US stocks be the side-lined retail public, the hedge fund community or, as is currently gaining momentum, China?

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  • What would the implications, financial and otherwise, of a positive diplomatic resolution between the United States and Iran as they break bread for the first time in 30 years?

  • That bread has to be a little moldy, no?

  • Wasn't it Jeff Saut who first alerted Minyans to the value of water while at MIM2 in Ojai?

  • Y'all see Shanghai up 1.5% overnight?

  • How 'bout that the better than expected Japanese employment report, which raises hopes of an economic rebound and, in turn, helped the Yen (and hurt the greenback, which is off 30 bips against a basket of currencies)?

  • Where do 10-year Treasury yields (4.86%) have to trade before asset alligators begin to spin their allocations away from equities?

  • Will the next, marginal buyer of US stocks be the side-lined retail public, the hedge fund community or, as is currently gaining momentum, China?

  • Boy, didn't that latter matter get alotta press after the Chinese Checkers game began?

  • What happened to the Soprano's and Entourage this weekend?

  • Did you read Professor Kru-Cat's sage observation regarding energy on Friday when he mused that "it's easier to get off an empty boat than it is to push a full one?"

  • What about Professor Sedacca's perspective on stock valuations in the face of the "stocks are cheap" choruses that are making the rounds?

  • And for that matter, given that many players were away on Friday, what about the monster Spyder put buyers late last week, as fingered by Professor Coops DeVille?

  • Who knew that the Indianapolis Colts, with whom I spent a fair amount of time with this past weekend, have such great energy?

  • Will tomorrow's FOMC minutes act as a market moving catalyst?

  • Is liquidity, a topic we've been discussing for years in the 'Ville, all-of-a-sudden too in vogue as a next leg, upside catalyst?

  • Do you see BKX 116 as the other side of the BKX 118 level for the all-important piggies?


R.P.

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