Browsing All Posts published on »September, 2011«

One of two

September 20, 2011

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….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, […]

If “Dr. Copper” is…..

September 20, 2011

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………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.  

UBS situation, recent rally, link…..

September 15, 2011

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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 […]

Sitting Here in Limbo…..(Perfect Storm cont.)

September 14, 2011

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…..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

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…….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

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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 […]

He’s back…..

September 7, 2011

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…..with some musings on the markets, life, and some other shite. It’s been a while. Much has transpired. I will get back in the swing of things with short declarative statements, Hemingway style. That reminds me, Hemingway was an incredible writer. I think WHEN you read something (what juncture in life) may be almost as […]