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Freaky Friday Potpourri: Why the Lower Dollar Isn’t an All-Clear

Fri Nov 13th, 2009

Todd Harrison

“Inspiration, move me brightly. Light the song with sense and color; hold away despair.”- Grateful DeadThere are moments in life you never forget; sometimes they arrive rather unexpectedl

Beazer Homes Can't Build Hope

Thu Nov 12th, 2009

Fil Zucchi

Yesterday, biz TV went ga-ga over Toll Brothers (TOL) order numbers and the “unbelievable” 6.9% cancellation rate. Similarly, on Tuesday Beazer Homes (BZH) reported a shockingly bullish p

Monday Morning Quarterback: The Punch Bowl, Part Deux!

Mon Nov 9th, 2009

Todd Harrison

The 2009 Financial Reality Show has been nothing short of surreal.We sidestepped cataclysmic dysfunction in the first quarter.A furious chase followed, taking the S&P back towards the flat-line a

Where The Market Will Go

Wed Oct 28th, 2009

Todd Harrison

I'm reminded of the late great Bennet Sedacca's favorite chart, the graphical representation of denial, migration and panic.As I snuck a peek at that psychological continuum, I wondered where we are

Randoms: The Hand-Off!

Mon Oct 5th, 2009

Todd Harrison

We pride ourselves on seeing both sides in the 'Ville and I can guarantee that Hoofy called his friends on Friday when the S&P uptrend line from the March lows—which also happened to be whe

Monday Morning Quarterback: The Tampa Bay Bucks!

Mon Oct 5th, 2009

Todd Harrison

Bob Seger once sang that seeing old friends is good for the soul. Following a three-day southbound sojourn, I would have to agree with him.After a Friday morning business meeting in Tampa, I was bles

Our Marionette Economy

Wed Sep 16th, 2009

Minyan Peter

This morning, in the Wall Street Journal, Wells Fargo CEO John Stumpf is quoted saying “If it’s not a government program, it’s basically not getting done.” While Stumpf’

MV Mailbag: Trading vs. Investing

Thu Aug 6th, 2009

Todd Harrison

Todd,This year I have enjoyed reading your missives, articles and memoirs. I have come to really appreciate your stance on seeing things from both sides and try to integrate the same stance into the

Randoms: Countdown to Our Catalysts

Wed Aug 5th, 2009

Todd Harrison

Has anybody seen a Goldman (GS) employee (GS) and Jimmy Conway in the same room at the same time? When I spoke yesterday at the NYSSA, something I said seemed to illicit alotta scribb

Answers I Really Wanna Know: The Revenge of Turnaround Tuesday?

Tue Jul 28th, 2009

Todd Harrison

Is the recession over? If the ban of triple-leveraged ETF's become a trend rather than an isolated situation, do we close our eyes and short 'em all? You understand that was a rhetori
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