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RANDOM THOUGHTS BY TPC

  • I find myself asking this question just about every day now: “is there any chance that the Goldman Sachs target price of 1060 doesn’t get reached before year-end?”
  • I find myself answering the above question with a resounding “no”.
  • Is the Nasdaq finally on the way to recovering from the Tech Bubble?
  • If the market is so in love with the risk trade then why am I so in love with the anti-risk trade?
  • The Vix remains curiously resilient despite new market highs.
  • Why do I have this nagging sense that the market is about to break big in one direction or the other?
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