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Balthazar in soho. Best French food in NYC. |
My triple A trio $amzn $adbe $aapl smokin today |
Day out of office. Just took a studio cycling class taught by a goddess. She could kick lance armstrongs ass |
Santa claus is coming to $indu $ccmp. |
Home schooling the kid in math since she's not getting enough in school. |
@ppearlman I went with the book "potty train your kid in one day" and it worked like a charm. Had to send mrs dasan out though it's tough |
I'm going into weekend twitter radio silence mode. You owe me a cashmere sweater, mister! |
all the $RTH shorts have bigger stones than I... methinks we get a meaningful rally in retail - and $WMT is such a big portion of $RTH |
@gbrandt55 love the mobile me concept, but email for me is buggy, and slow. Lots of graphics-laden emails don't read at all |
$HIG is an example of what this market can do when no one is looking in December. |
Someone from gmail needs to pay $AAPL a visit and fix mobile.me email. |
I just dozed off reading a Bernstein Black Book... |
@Blackhorse Nardelli = serial value destroyer and collector of fat paychecks |
nice action in $SNDK..also new long $GPS behaving well. thesis: "Trade down" to Gap, BR, low px/sales, basic clothing holds up in recession |
super high risk but possibly great long: $MU. Good chart, other dram guys dying, dasan dram tracking shows flattening out dram prices |
$AMZN wants to go higher - shook off lousy european eccomerce nums like water off a duck's back |
@terencelo i must have put too many leaves in my cup - I was spun like a meth binge after one cup of that jasmine green tea |
I think it's right to be long this crazy market into the end of Dec. 1. Seasonality 2. shaking off bad news 3. well-hated |
Seems like bringing Chrysler along to the $F/$GM hearings wasn't such a great idea - visceral dislike of Cerberus in congress |
Big year-end rally should be expected - this market has been able to shake off a lot of bad news. long $RTH looks like one way to play it |
