If u remember I twittered, last Friday, my Sony shorted May $93 $SPY Calls. They expired worthless. Score is 5 - 0, for My Sony.

You can pretend like they don't matter, but S&P Analysts estimates for '09 earnings were 13.4% higher, 6 weeks ago. 2010 were 2% higher. $$

@wind4me I don't know what wind stocks you own, but my Vestas is up 75% since early March. #NotWorried (and, j/k, I know ur long Vestas)

@wind4me Another clue, is if a ~$800M company, ever runs +100% in 2 months...and doesn't deliver greatness, yah, #DownSheComes. $SOLR

@wind4me I haven't looked, but its likely prime example of how fickle market causality can be. $SOLR

Still short both $TNA and $TZA via my call spreads ...working great. Waiting for december's to start trading, 2 roll the long legs forward.

#KickerToMyLast3Tweets Inflation roars loudest, when its expected. Quick, how many signs are there of expected inflation? $$

$HEK is going to sandbag 2010/2011 earnings, more than AAPL...as the company is moving to buy-back warrants. Love this game.

If $HEK would have sold off slower, I totally would have...because I'm REALLY turned on by the businesses Heckmann is buying.

BTW, $TTEK also had a good report today; strong Q2 results: Tetra Tech (Booyah @jmclarty)

@jmclarty DIN DIN as the traders call it is a speculative play to keep on the sheets for a gamble... $$

@jmclarty Yep. Hit making money machine has sputtered… bands now commit to building a long-term career to make a decent living…not huge $$$

Chart.ly - SPY $SPY - The EPS estimates for the S&P over the last 2 weeks.

$AAPL is the upper bound, valuation wise, of what anybody should pay for any mainstream tech. $VMW was at 44x...really, REALLY???

@jrroche doesn't look good. I hope you used the $GM puts with the right ratio. $GRM

@ericbolling I think the entire blogosphere is saying same thing. So, what does that mean? #rhetoricalquestion $$

4 emails this weekend, from people looking for advice, on if it's safe to buy stocks. Only 1 asking me, if its time to sell. What a tell. $$