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Macke's Movers: If It Wins Yahoo, Microsoft Will Lose


The market according to Jeff.


Greetings from New York, where I'm feeling every single one of my 39 years and one day. It's a rookie move to go out on Monday nights, Minyans, especially when you're not exactly young as springtime. If every day of 39 feels this logy I'm going to start counting down to 40 very soon. Here's what I'm watching, besides "time inexorably marching past me":

  • Goldman Sachs (GS) was the big winner in last night's Fast Money Madness, thoroughly dominating Microsoft (MSFT) in the finals. Yup, I'm still long Microsoft. The problem I have with Mr. Softie is that it may actually "win" the Yahoo (YHOO) fight. Two declining Web concerns don't add up to one great one.

  • Linda McMahon of World Wrestling Entertainment (WWE) called me last night to help me "lay a Smackdown on my birthday." As a life-long wrestling fan, the only thing that coulda made me giddier would have been her hitting me in the head with a chair and maybe blading my forehead.

  • The terms of the Washington Mutual (WM) deal are the kind of usury that can make a bull start to rethink the whole idea of "dilution as a good thing" for stocks. It took about two weeks for Wall Street to go from Lehman Brothers' (LEH) "let's stick together, fellas" to WaMu shareholders getting the sticky end of a dilutive stick. WaMu is no Lehman but the action's certainly worth keeping on your radar.

  • Good call by Adam Warner on the market bottom being reached when I star in a show called Fast Grouting. Curiously, my being featured in an unrelated, low-budget mail-order video by that same name marked the bottom of the 1991 recession in San Francisco.

  • Starbucks (SBUX) is playing it flattish as company CEO Howard Schultz continues to lay out his vision for a turnaround. The stock's been more or less flat since Schultz came back, which is better than Dell (DELL) but worse than actual progress. How would I fix SBUX? Tune in to Fast Grouting tonight at 5 p.m. and I'll tell you!
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Position in MSFT.

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