hey guys!!!!
JimWillie is reborn outside the tyrannical thumb of SI
strange couple days, gonna be suspended for around a month
dunno for sure yet, still undetermined, told to be lengthened
I submitted an email to SIAdminJeff inquiring about Due Process
no mention of secondary aliases in the Terms Of Use read
until then, or perhaps beyond then, I continue here gratefully
CSCO went below 10 today, boys & girls
closed a tad above 10 though, but marks a key milestone
been saying for a year, "this is a $5 stock"
soon it will be just that
poor SUNW breaks my heart sincerely, I love McNealy
by end of year, they will be writing off massive goodwill
unsure who or what they overpaid for, but gonna hit earnings
this will be another in a growing list of sub-$1 stocks
I expect SUNW will join LU, ERICY, maybe JDSU, CIEN next?
JPM closed very badly at 18.25 today
my guess is the Enron Fastow indictment will result in plenty of bird chirping, pained singing, and otherwise plethora snitching
gonna be just wonderful to watch this Enron public display
Sinclair claims two straight sub-18.5 days and JPM will be releasing gold
does not seem apparent to this jackass
nice to see Dow fall on its ugly fat face
from plus 30 pts to minus 180 puts, kissing minus 200 pts
the entire Dow rise yday was so full of crappola
negative econ data ignored, bad bad real bad ISM mfg data with sharp drop below 50, meaning contraction
pure cover rally, as the KeynesHarlot pointed out
he had some insight, what a fleeting shooting starlet
both Dow and S&P are teasing with precipices now, dangerous
BIGGEST RISK NOW IS CONSUMER SPENDING HALT
coming to a mall near you, esp with Iraqi War nightly highlights
FannyMae deserves a note
what a goofy reason to rally 10% yday!!!
their 14 month delay from REFI rate risk is now 10 months
big effing deal
that problem is surely important, but delinquency and foreclosure rates are far far more worrisome
this govt-masked pig has no protection from rising rates
just a short cover rally, down slightly today
what a great short in FNM now, in lower 60's
heading to 40 right quick toute de suite, sonny boy
this market doesnt know how to identify its major risks
FANNY MAE IS THE BIGGEST REASON WHY A TREZ BUBBLE IS BUILDING
THEY ARE HEDGING AGAINST REFI'S ON A MASSIVE BASIS NOW
well that is about it
I noticed Zeev got some big billing on the IHub frontpage
he is making his permanent home here
wonder why, maybe filtering out some noisey gongs
/ jim
