Todd Harrison: "Answers I Really Wanna Know..."
Enviado: 26/6/2007 13:58"Do you really think it's possible for the market to rally without financial leadership? "
"Answers I Really Wanna Know..."
Todd Harrison
Jun 26, 2007 10:02 am
"Did you know that only seven deals were announced on the latest Merger Monday, compared to 43 a week ago and 84 on June 4th?
Is Turnaround Tuesday Hoofy's best shot at a counter-trend rally?
Does that mean we should get long Bonnie Tyler?
Now that Paris Hilton is out of the slammer, do you think she'll ever wear stripes again?
Wouldn't the bulls have a better shot if the futures were indicated lower pre-market?
Does anyone else feel a draft?
Do you see the stealth trend emerging as investors are demanding protective covenants on private equity investments?
17 companies have already had to make these sorta adjustments this year?
Can that be part of the reason that Blackstone has a black eye since it came to market?
Are you watching that stock as a chief tell in this environment?
Do you think Vegas is ready for the Cirque de Pomboy next weekend?
Y'all see that Target is tracking at the low end of their projected June comps?
Does that have anything to do with the re-setting of adjustable rate mortgages?
Aren't those re-sets in the first few innings of a very crowded game?
Isn't that potentially problematic given the global breakdown in bonds?
Will those same ARM's eventually emerge as Alan Greenspan's legacy?
Are you lookin' pa nub in all the wrong places?
Did you check out the chart of sub-prime ARM delinquencies in the link above?
If S&P 1490 fails, how obvious will that double top at S&P 1540 become?
Haven't the banks been the single best tell?
Do you really think it's possible for the market to rally without financial leadership?
Particularly in a finance-based economy, with "financials in drag" such as General Motors and General Electric littering the landscape?
Will we continue to see waves of credit worries and intermittent periods of calm?
Will you ask "why" the FOMC would consider lowering rates, when that inevitable chatter begins?
Did you know that China's stock pickers are more bullish than they've ever been, despite the parabolic frolic these last few years?
While we don't "do advice" in the 'Ville, can I recommend seeing The Police when they swing through your hood?
R.P."
(in www.minyanville.com)
"Answers I Really Wanna Know..."
Todd Harrison
Jun 26, 2007 10:02 am
"Did you know that only seven deals were announced on the latest Merger Monday, compared to 43 a week ago and 84 on June 4th?
Is Turnaround Tuesday Hoofy's best shot at a counter-trend rally?
Does that mean we should get long Bonnie Tyler?
Now that Paris Hilton is out of the slammer, do you think she'll ever wear stripes again?
Wouldn't the bulls have a better shot if the futures were indicated lower pre-market?
Does anyone else feel a draft?
Do you see the stealth trend emerging as investors are demanding protective covenants on private equity investments?
17 companies have already had to make these sorta adjustments this year?
Can that be part of the reason that Blackstone has a black eye since it came to market?
Are you watching that stock as a chief tell in this environment?
Do you think Vegas is ready for the Cirque de Pomboy next weekend?
Y'all see that Target is tracking at the low end of their projected June comps?
Does that have anything to do with the re-setting of adjustable rate mortgages?
Aren't those re-sets in the first few innings of a very crowded game?
Isn't that potentially problematic given the global breakdown in bonds?
Will those same ARM's eventually emerge as Alan Greenspan's legacy?
Are you lookin' pa nub in all the wrong places?
Did you check out the chart of sub-prime ARM delinquencies in the link above?
If S&P 1490 fails, how obvious will that double top at S&P 1540 become?
Haven't the banks been the single best tell?
Do you really think it's possible for the market to rally without financial leadership?
Particularly in a finance-based economy, with "financials in drag" such as General Motors and General Electric littering the landscape?
Will we continue to see waves of credit worries and intermittent periods of calm?
Will you ask "why" the FOMC would consider lowering rates, when that inevitable chatter begins?
Did you know that China's stock pickers are more bullish than they've ever been, despite the parabolic frolic these last few years?
While we don't "do advice" in the 'Ville, can I recommend seeing The Police when they swing through your hood?
R.P."
(in www.minyanville.com)