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Markets, trading, and sobriety…..a potent cocktail indeed!
Relationships…….
….are arguably the lynchpin to a happy life. The ones we develop with our parents, siblings, significant others, peers, coworkers, etc. They share in our victories and bolster us in defeat. Unimaginable attention has been and will continue to be paid to relationships and for good reason. The entire fields of psychology and music/television/film (among […]
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Levels to watch…….
December 14, 2011
Ok, I have very little time to write, but the Santa Claus rally got a stocking full of old carbon emitting coal. The combination of a Fed that unwilling to overtly begin QE3 and Europeans hell bent on austerity WILL LEAD to a new recession in 2012. I have no doubt about that. From a […]
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A couple random Friday thoughts…….
December 9, 2011
Some high brow thinking going on this afternoon in Chicago……. I’ve wondered for years (and forgot to confirm/refute when I was last in London) whether pedestrians in the UK and other old British colonies (the ones that still operate vehicles on the “wrong” side) pass one another the same way we do or opposite? Allow me […]
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The Advanced Genius Theory
December 9, 2011
or……….Was Irvine Welsh’s Sick Boy actually on to something? It’s been FAR too long and much has transpired in the markets. Too much for me to adequately condense here and now. Most everything went lower, until the morning of October 4th……at which point I wrote this to a handful of friends: I would…. 10/04/11 buy the […]
One of two
September 20, 2011
….ain’t bad (or is it?) Half of your market leading duo has taken it on the chin. It seems like just yesterday that I was lamenting the seemingly inexorable climb of Netflix. In fact is was just two months ago, NFLX breached the $300/share mark, Germany was just fine backstopping all sorts of profligate peripheries, […]
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If “Dr. Copper” is…..
September 20, 2011
………a leading indicator …..then look out. FOMC meeting begins today with decision (aka Operation Twist) tomorrow. Risk back ON in spite of awful newsflow out of Eurozone and China. Welcome to the bizarro world of bad news is good news, moral hazzard be gone trading.
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UBS situation, recent rally, link…..
September 15, 2011
Matt Taibbi’s blog today is excellent…….. perhaps you’ve already seen it, but if you haven’t, it’s worth a read. http://www.rollingstone.com/politics/blogs/taibblog/the-2-billion-ubs-incident-rogue-trader-my-ass-20110915 Briefly…..the “all clear rally” we’re seeing with another half-hearted, but globally coordinated central banker led bailout/short squeeze rally (in my opinion) will not last much longer. From midday Monday Chicago time when the S&Ps were […]
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Sitting Here in Limbo…..(Perfect Storm cont.)
September 14, 2011
…..Waiting for the tide turn. Yeah, now, sitting here in Limbo, So many things I’ve got to learn. Meanwhile, they’re putting up a resistance, But I know that my faith will lead me on. Sitting here in Limbo Waiting for the dice to roll. Yeah, now, sitting here in Limbo, Still got some time to […]
Heaven has no rage like love to hatred turned…..
September 13, 2011
…….Nor hell a fury like a woman scorned. (A first hand account of the labor market). This oft misquoted, insightful snippet was correct until very recently, when I was offered a position with a new, small private equity firm based in Chicago…..a position I accepted and at the same time TURNED DOWN another job opportunity…..only […]
Ratatouille Friday…..
September 9, 2011
My mind won’t permit a cohesive narrative today, so in it’s place is Ratatouille Friday….. a hodge podge of thoughts that have been running around in my head lately. Greek/Euro is a problem again. The Equity markets (unenviable) ability to forget about the SYSTEMIC risk that is percolating on the other side of the Atlantic […]
mrktjunkie 
December 16, 2011
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