Monday, July 17, 2006

Random Thoughts

By Todd Harrison

  • Minyans must remember that the geopolitical issues aren't the root cause of the big picture malaise. We've got massive structural imbalances, a bloated consumer and all kinds of issues to digest in a complicated financial mess. Please keep this in mind if your risk is out-sized and you need to re-balance your book.

  • With that said, Sky News is reporting that would agree to a ceasefire if Hezbollah withdraw from the Israeli border area (citing an Israeli official). IF that happens (and I'm not sure how plausible it is), we'll likely see a relief rally. It is then, while the screens are green, that we'll have an opportunity to reposition our risk.
To catch the rest of Todd's Random Thoughts, Read the full Article


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