Browsing All Posts filed under »Uncategorized«


December 16, 2011


….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 […]

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 […]

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 […]

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, […]

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.  

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. 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 […]

What happens in Wyoming…..

August 22, 2011


……..most definitely does NOT stay in Wyoming. It’s the end of August which means different things to different people – the end of summer vacation, your last chance to wear white (god forbid you do so after Labor Day), or college football kickoff. Those interested in the markets know it marks elevated risk for hurricanes (keep your […]