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 […]

Posted in: Politics, Recession, Sobriety

What happens in Wyoming…..

August 22, 2011

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

Posted in: Uncategorized

Beware of……

August 12, 2011

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……the last hour of trade in a largely “risk off” environment. Risk over 2/3 days is much “riskier” than overnight. Oil reversed into the close and I wouldn’t be shocked to see equities follow suit. Gold is 4% off the week (and all time) highs ($1,818). The VIX (cash) is 23% off highs (48). The […]

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Closing time…..

August 12, 2011

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……you don’t have to go home (or into cash just yet), but ya can’t stay here! A couple days ago I wrote about the power of implied vol (the great unknown in the derivative value equation) and they are finally coming in (going lower) in the Silver market. Two weeks ago I recommended a short […]

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