Vesuviusness (leaving the country for now)

Apologies for the lack of recent posts, but get used to it Señor Chase - I'm about to blow this coup.

Tomorrow I leave for the land of Ferrari's, Fellini's and Fems. This year's version of my annual Rest-and-Refresh, Rot-not and Reconnoiter; well-east of Wall Street's. I'll be in Rome on Monday and climbing into volcanoes by the weekend.

I will do my best to upload along the way - understand that lava may be dormant from time to time.

My accounts currently hold 10 longs (roughly 48% of portfolios).
Each hold a single hedge, TWM (13.6% of portfolio).

-I let go anything which became questionable (oils for now and a gold position).
-Aside from PEET, I'm left with Tech and Internet (which frankly is acting best).
-I have a tight stop (presently) placed for the TWM-hedge near 41.50 (this is indeed tight, but Friday began very strong, gave up more than half the gains and then finished reasonably well; I feel rather confident that should Monday start-off strong, the market will drive higher throughout the session. I'm not calling for a strong Monday (slightly doubting it at moment), but only that after Friday's pivot-up and then slowing-down some, we will not give it up a second time if the market opens more than a little upward; hence the tight stop on the bench.
-I have stops in mind for every long, but frankly most of these are going to count only in the last 90 minutes of trading. For ex., ASIA may see a slice downward, but I don't want an open stop anywhere close since it may indeed recover the same day. Most stops I have open at moment are far away in price - the real bench is tighter, but if I cannot witness it live I need to give them until the final 90 min or so trading; dependent on volume, price action, RS, etc.
-I let go the SRS as the real estate muck (IYR) began taking out highs late Friday. SRS is higher beta and if the IYR runs higher now Monday, SRS will normally see a 5-15% decline (I don't want this name if going down). If the market looks bad though, SRS with a simultaneous stop placed is an easy way for me to neutralize pressure; hence if the world is for sale in the premkt on Monday, I may put SRS back-on here before the open.

At the moment I still think leadership is acting well, while the market is acting so-so (although it is acting better than the current perception out there, imo).

On Friday, July 3rd and Monday 6th, I'm looking to go light (sooner if the environment returns tricky or difficult). This is as I mentioned before - unload into seasonal strength...then take some rest unless the market continues steadily and measurably upward. I arrive in France then on July 7th. If the market is refusing to let me rest, I'll be there for it. If it is typical, quiet July fare, I'll stick with the plan of resting-up for the second half.

Adventures will be posted - even if trading is light. Get outside!

Total Position: 3.17-to-1 net-long (plays ~2.25-1 net-long considering levered TWM), 57% invested

Currently Long (according to size): ASIA (6.1%), CYOU (5.1%), RAX (5%), SNDA (4.4%), ARST (4.3%), TQNT (4.1%), LFT (3.9%), MRVL (3.5%), PEET (3.5%), PAR (3.1%)

Currently Short (according to size): TWM-long (13.6%; Russell2k Dbl-short),
(Note: inverse-ETF TWM represents being dbl-short the Russell 2000)

Futures Accounts: no current position

Quicknote on Hedge, Wheel-O's and Cramer Dividends

I'm going to be a little busy this week, as such I'll be posting less. I will however continue to Spit-twitt new trades live.

We have something of a pullback, so I'll take a minute and explain how I am hedging for it. First, Friday ended much better here than it began, capped-off in the after-mkt by two lovely set-ups courtesy of Dr. Cramer. I got short HBAN up in the nethersphere (as high as 13.5% above the closing price) and I also got to unload my largest long, TQNT, also in the exosphere (6.325, greater than 9% above the closing price).

So while ravaged, bloody and bitten early Friday (somewhat), I got back to the cave with dignity and well, grace. More Kisses for Cramer. That guy that keeps on giving.

I just let go the Chinese hedge (FXP) and from here I will look to hold my (4) Chinese growth names (CYOU reloaded again today). If tomorrow is down further and there is no sign yet of a bid in the market, I'd prefer to reduce exposure and the number of longs, instead of re-loading another FXP-hedge.

I'm still holding TWM and SRS. Given the severe negative breadth on the day (volume however, is relatively low). I increased TWM intraday, but I expect to back-off the additional shares near the close (sooner if the market catches and keeps a bid). So while I'm closer to flat at the moment, in terms of exposure, I'll go into the night leaning around 3-1 net-long, depending.

If the market still lives, then by tomorrow we'll see something resembling strength. If we are ugly still tomorrow, I'll reduce exposure by shrinking the number of long positions (holding winners first); let the remaining hedges go then according to the action, exposure-long, etc.

And certainly, I don't mean to suggest that the market cannot begin trending downward now (I just need to see it and respond before giving up the easier job of buying leadership in a good market instead). Who can blame me for that?

In fact, my go-to voodoo guy is spinning perpendicular right now and that has me a little nervous (not kidding). The illustrated chart above comes from TX Tornado's post The Wheel. Apparently, price, time and areas of Da Vinci influence are are all in harmony (my description). (SPX 950 was tested on 6/5 at a time/price which was 90 degrees from the 3/6 square and previous resistance).

I don't know what any of that means. Frankly though, I don't need to. When the universe lines up its ducks and starts playing Wheel-O with the markets, I keep my guard up.

Let's see what transpires.

Total Position: 3-to-1 net-long (plays 1.5-to-1 net-long considering levered TWM and SRS), 66% invested

Currently Long (according to size): ASIA (increased today, 6.3%), SWN (reloaded today, 4.7%, WFT (reloaded today, 4.6%), RAX (4.3%), ARST (4.3%), LFT (3.9%), MRVL (3.6%), PEET (3.5%), CYOU (reloaded today, 3.1%), SNDA (2.9%), AU (2.9%), JDSU (2.1%)

Currently Short (according to size): TWM-long (13.7%; Russell2k Dbl-short), SRS-long (2.7%; US Real Est. Dbl-short)
(Note: inverse-ETFs TWM and SRS represent being dbl-short the respective indices)

Futures Accounts: no current position

Fuzzy Bear Trap? (quicknote on the new week)

Action is further negative so far today, following Friday's reversal lower, but there is nothing yet overly concerning in either market internals or the behavior in leadership stocks.

I wouldn't suggest we're good to reverse higher today and things could deteriorate further certainly, but I am not against adding-back to longs on the weakness. Volume is declining from Friday's pace (constructive) and neither market breadth, Up-to-Down volume ratios, numbers of new 52-wk lows, or really anything else I am seeing point to an imminent rout. Certainly, the ever-bear camp of SKF/FAZ/SRS, etc. is not getting a ton of relief just yet. Tomorrow is another day; further weakness would cause me to increase defense; one step at a time; we'll see.

Easy game ;)

As far as hedges, I shifted from SDS to TWM (as the Russell2k is weakest of the majors on the session).

Total Position: 2.18-to-1 net-long (plays 1.40-to-1 net-long considering levered TWM); 56% invested
(Note: inverse-ETF TWM represents being dbl-short the Russell2k index)

Currently Long (according to size): TQNT (re-increased today, 4.8%), ASIA (4.5%), SWN (4.5%), RAX (4.2%), WFT (4.2%), PEET (3.8%), ARST (3.4%), SNDA (reloaded, 3.1%), AU (reloaded, 3.1%), CYOU (reloaded, 3%)

Currently Short (according to size): TWM-long (new, 9.9%; Russell2k Dbl-short), ONXX (4%), MYGN (3.9%)

Futures Accounts: covered 20% short Jun NDX, ave. 1476.50; from 1495.75 ave Friday

Nicole and Dimed (out of currency shorts)

I'm in a semi-conscious state. Body aches flaring, nasal-drip flowing, delirious, sleep-deprived eyes waxing, wincing.

You know where this is going. In spite of physical drudgery, I'm free now from Euro-slaps and British Poundings. I'm camping happy.

Once again I slept (sort of) near my machine, watching over my currency shorts like a mother giraffe watches the runt. Talk about a brain drain - all that attention just to try to keep one ugly duckling from not afloating.

I'm fresh, I'm clean, I'm out of that hell and chomping at my psyche bit once more.

Now that I'm not so stuck I've released my jaws from this beast (I told you throughout it wasn't worth it, but I'm a foolish fighter sometimes; capable of attacking great whites...until it hurts). The primary goal of the futures accounts traded here is to push index futures on days where the action is either all-good or all-hell-breaking-loose. Frankly, I'm a better trader at that sort of thing and this currency smack is the latest reminder (I'm a better player than I am a gambler). If you see me Twitting trades in currencies, it had better be a daytrade, and going with the direction of that day's strong momentum. Otherwise I give you permission to rip the sickly, Linton-esque giraffe fuzzflesh from my bony backside and feed it to my stronger brethren. Let someone else make the overnight money!

Equities? Oh yeah, that's going well - what's so interesting about that? Yesterday was the beginning of the much-expected and logical pullback that we all considered so logical and likely. Too bad for you it was over before the day was through, eh?

If you get your opportunity now I suspect you'll wish you hadn't. Which is the same as saying that when this market lets you in easy the move higher is done.

I've studied this pain thing for some thousand years. I do my best to step over the dead bodies of my trading past and prosper now instead. I'll step over you, if you let me; and if I'm really jamming I can step over myself and still be home in time for supper. You are shutting off CNBC because it is inane and annoying. But I am listening to Trish Regan as I write, because she speaks so inversely eloquent I could kiss her all under. Kind of like the big lady that married the really really rich guy who was like one or two hundred years old. She had nothing but smiles for him I'm sure.

You know how the story ends. Okay not that story. No oily dog's going to take my breath away.

-Beast out

Total Position: 100% net-long; 48% invested

Currently Long (according to size): AU (5.5%), CYOU (5.1%), TQNT (new yesterday, 4.7%), ASIA (4.6%), SWN (4.6%), PZZA (4.4%), WFT (4.4%), RAX (4.3%), PEET (3.8%), SNDA (3.3%), NTAP (3.1%)

Currently Short (according to size): no current positions

Futures Accounts: no current position (re-shorted both Euro and BR Pound last night and covered on the ECB news/non-news which hit those markets early this morning)

Mush!

I may have spoke too soon yesterday. Like the end of Grizzly Man, where the guy decides to stay too-long into the pre-hibernation period and that new loner bear comes around whom he has no previous relationship with - that's the bear who eats his ass. No care to what a good guy he is/was. Chomps without reflection.

Well, maybe not that bad. You bears are sweating some. We're all sweating some. Wake me up when one of us is getting eaten.

We're back to murky, mushy action. Retail is taking body shots, following housing revisions and rising foreclosures (apparently, up to 8% of mortgages are on the stretching rack). Otherwise the market remains as half-full as it is half-empty. If you are picking good stocks to play (long or short) then you are doing alright. If you are expecting huge fireworks, then you are living in the wrong month.

I'm flat on the week, somehow!, but daddy still needs a new pair of snowshoes if you know what I mean. I'm focusing long (though lightly invested) until we can actually break this trend. If action waxes uglier now I will have to hedge at least; but so far I remain patient. If we resume higher and leadership is firm, I'll be happy to increase exposure.

I cut-back the Euro short last night and might be happier now if I had let it all go (it has recovered from last night's sell-off). I was bailed-out nicely this week, but if the dollar is truly weakening again I'm not going to take a second ride against the tide there.

Gold is at a 3-month high. I still favor LIHR, which broke out last week on reasonable volume. This has been a nice pair-trade to my dollar short. If you forced me I would admit the gold trade looks better than the dollar short (but what do I know anyway?).

As far as other longs, RIMM and that group of Telecom-Wireless equipment stocks remain quite firm, while the Internet-Content trio of CYOU, SNDA and NTES continue to suggest that institutional money has still got game(rs); and I continue to see ASIA (Asiainfo, from the Internet-Solutions group) as the most powerful, reasonable break-out leadership play. There are other bigger gainers out there, but I'm not swinging for 150% risers who've suddenly cured the need for cancer.

Tread well my friends.

Total Position: 100% net long, 38% invested

Currently Long (according to size): CYOU (9.4%), ASIA ( 6.5%), LIHR (6%), SNDA(5.8%), PZZA(4.3%), PEET (2.9%), MRVL(2.9%, reports this evening)

Currently Short (according to size): no current position [was just stopped on MDT]

Futures Accounts:
-Short 20% Jun Euro last night, 1.3683 ave. (covered 10% last night, 1.3793)
-Short 20% Jun BR Pound, 1.5602 ave.

Stuck

When the last trader on Earth sells this dollar, let me know. That's going to set-up a nice trade.

Wait. That guy is me. The dude with a hot-poker stuck to his insides.

Fine, I admit it. I waited a few days, but I admit it. Now I don't even want to make money on this trade - I just want out. That's the psychology of a bad or poorly-timed trade (poorly bench-marked in my case). Now I've got to step over my own dead body to make money here. Who wants to perform like that?

Nature of the beast I guess.

I love my job, don't get me wrong. But it can get ugly. Sticking-out multiple parts in varying directions means occasionally something's going to get whacked. This is why you have got to be disciplined. This is why you can't let a loss get momentum on you.

This is why you want to push on players stuck in such a rut. Push push push until they either break or until some miracle bails them out. They're basically a zit that has one general destiny (pressure will build and build until something pops). I want to be pushing on that zit, I don't want to be the zit.

My futures accounts lately have been the zit.

Okay, okay, it's not all bad. These same zits losing money in futures this week performed very well with equities (still!). We're all shocked at how quickly you can return-to-sender gains in futures - but we're big boys, no? We're still printing money and the other side is still giving it away.

I'm not the only incredibly successful dolt on this planet right now either. The battle between Kobe and Carmelo is epic (if you haven't seen) - an epic war between two guys who are well-matched and uber-determined to out-perform the other. One guy is older, more cold-blooded and experienced, but the other guy is coming-on, bigger and with a longer reach (and frankly, quicker on the ball/boards). Anyhow, Kobe was in the zone of zones late last night; sick, cold-blooded zone - the kind that means he'll eat your children before he blows the opportunity. He was going to make his shot from anywhere on the court and he had demonstrated this several times in the fourth quarter (with Carmelo literally in his face). So when it was down to the final few seconds and his team (Lakers I think) needs 3-points to send it into over-time - the greatest basketball coach of all freaking time designs a play to get the ball to some ancient-glory old guy who throws-up prayers these days from behind the arc. Kobe doesn't even touch the ball. The play was sent somewhere else. No way to cash in like that. Half-off greatness coupon with the expiration date expired. Jaw dropper.

When I saw that, I felt better about having misdirected this currency trade. I gave the ball to Fisher. Fisher didn't eat any little children. I'm sitting here with dollar-off egg on my face.

Fine. Today is that ever-lovely brand of pre-holiday seasonal strength. Only this time the market is a bit suspect coming in, so no whole-hog approach (if we re-cave later in the session it won't be a shocker). I did adjust for this and fortunately my longs today are walking over my shorts (hence, even though I'm still slightly net-short, equity portfolios are up nicely).

Towards the end of the day (or sooner if things should deteriorate) I expect to re-shift back to net-short. This is either a negative or else dull market now, until proven otherwise. I have my views, but I am still not sharing. I will however do my best to keep in stride with it as it develops. One half-step behind in most cases (which is unlike being the only guy left who's long the dollar).

Good long weekend. I'm going to get outside and kill something. I'll be back with my updated kill-list of shorts by Monday night. Don't do what I do - now you know why I'm always saying it/

Total Position: 1.07-to-1 net short (plays 1.19-to-1 net short considering leveraged SKF), 63% invested (NOTE: stepped out of SDS temporarily for seasonal strength. Will likely go into wkend closer to 2-1 net-short, depending).

Currently Long (according to size): ASIA ( 6.7%), CYOU (6.1%), LIHR (5.9%), SNDA (reduced, 5.7%), BKE (3.7%), PEET (2.9%)

Currently Short (according to size): SDS-long (temporarily 0%; SP500 Dbl-short), STRA (5.1%), NTRS (new, 4.1%), NDAQ (4.1%), CAL (new, 3.7%), SKF-long (3.6%; Fncl's Dbl-short), MDT (3.5%), FULT (3%), CNO (2.8%), SKYW (2.8%)
(Note: inverse-ETFs SDS and SKF represent being dbl-short the respective indices)

Futures Accounts: (still stuck and buried long these)
-Short 30% Jun Euro last night, 1.3683 ave.
-Short 20% Jun BR Pound, 1.5602 ave.

Options (relevant accounts): no position

CNBCeethe (value of the anti-genius)

I most certainly still, do not wish to post my thoughts on this pullback.

Days like today are a little funny for me. Not funny ha-ha, but funny strange.

On the one hand, I am forced to neutralize my position some (I cannot keep aggressively short as the market begins to firm). On the other hand though, I want to fire wicked-short, almost out of spite. Thus my actions contradict my desires. The stuff piss and vinegar is made of.

Someone has to pay.

First, in terms of positioning, outlook and the general reason some of you follow this blurb - I have shifted more towards neutral and will continue shifting as long as the market continues firming. The tactic so far has been to add leadership longs, at what may turn out to be decent pivot-entries (so far so good, though not entirely perfect). Late yesterday I did unload short SP500 futures and I did hot-dog out and back into SRS today, saving almost 4% of the decline in that play. But otherwise I have so far held onto shorts (mainly because they are so far working and if we stall-out again soon, they'll continue to work further).

As a consequence of all this, my total size is now greater than 70% (am I boring you yet?), but I am leaning less than 2-1 net short (down from nearly 5-1 net short at one point yesterday, including leveraged 2x's etf's).

New longs include: SNDA, PMCS, NFLX, PEET and addt'l CYOU.
New shorts include BKE and AIPC
Follow my Twittspit for details and further actions.

Back to the spite...

Since I cannot say much more about the market, I may as well preach. Value, my friends, is everywhere. You don't know this, because you don't know how to look for it. For example, I listen incessantly to CNBC. This has been true for years. And Years. This has contributed to a constitution of ever-increasing bile, surging slowly and steadily over too many decades. This is delicate. Unless steam is carefully and dutifully released I am in grave danger of blowing massive harry's. A projectile of bezoared chunks and punching of liquid crystal displays; whereby TV-heads with toxic eloquence finally, ultimately, send me beyond the gilded edge.

Think I'm kidding?

Seriously, imagine the stress of trading markets for a living. Then imagine listening to these numb-yuks while going about your day - every day! You might ask why do it? I know my family is curious. It's a decent question, surely.

I do it for value. There is so much value (in all the wrong places), that I'd be a fool (translation: a sane man) to dismiss it. I'm not going to trade like this and give up that edge. The edge of the anti-genius.

I've spoken of Cramer, so let's leave him out of this one. That value is simple to understand (Cramer gooses stocks higher, giving a temporary, artificial boost and thus an edge by going the other way). But there is better value. And if you have read this far then I suppose I'll let you in on it. However (I caught you moving to the edge of your seat, ha!), since I don't have all day to ramble for bleeding ever, all for your benefit (not true, since I admitted already I need to valve-off some of this bile) I am merely going to paste my IM's with my East Coast contingent from earlier today. This gets across the value I'm teasing you so far about (although in the end it is still a tease, since there is there is no specific gem for today. I will follow-up though, hopefully tomorrow, or at least as soon as it shines next. Did that make sense? I'm telling you about the gems that come forth, but there is no new gem currently beheld - stay tuned)

[exoquarx is me and Eastcrow's name has been modified; to protect the innocent]...

(exoquarx): turn up cnbc. you hear that voice?
(Eastcrow): got it. sell your house short? who is that guy larry?
[Larry Kudlow]
(exoquarx): dont ask
(exoquarx): reagan administration
(exoquarx): gin soaked
(exoquarx): that's not the voice i mean
(exoquarx): this other guy here is the gov'ts patsy (steve leisman)
(exoquarx): the 2nd head from L is actually smart. ignore her.
(exoquarx): Leisman is like a harvard football jock
(exoquarx): but couldnt get into harvard
(exoquarx): they call him their chief economist - which means chief hack.
(Eastcrow): that laugh from larry is something else - new high euro
(exoquarx): ok, bought another restaurant after all. that group leading the day tho
(exoquarx): there she is again - hear that voice?
(Eastcrow): y. i like cpki
(exoquarx): yuk
(Eastcrow): pinapple pizza? Invented in calif
(exoquarx): PZZA going 2b a short soon as well
(exoquarx): you hear the woman asking questions now?
[Trish Reagan]
(Eastcrow): y
(exoquarx): cnbc always has one of these (almost always)
(exoquarx): a tv personality who is now reporting on the mkts
(Eastcrow): oh actualy cpki not looking so good now...
(exoquarx): garbage stock
(Eastcrow): garbage pizza
(exoquarx): ANYtime you hear this woman actually reveal an opinion about the mkt ...
(exoquarx): go the other way
(exoquarx): it's magic
(exoquarx): guy talking now, you mentioned, has studied mkts his whole life
[Larry Kudlow]
(exoquarx): and drunk a lot of gin
(exoquarx): dismiss him
(Eastcrow): really? she like a cramer short?
(exoquarx): no. more magical than cramer short
(exoquarx): cramer moves the stock and that gives you the edge
(exoquarx): this idiot has no clue and when she 'gets-it' and spouts an opinion (or starts shrieking about how amazing something is) get ready for the other direction
(exoquarx): this is religion, spiritual, magic
(exoquarx): unbelievable and totally accurate, in reverse
(exoquarx): when the tv-types who know NOTHING reveal an opinion about the mkt
(exoquarx): you can look for setups the other direction
(exoquarx): this plays on the idea that once everyone has figured it out the move is over
(exoquarx): similar to when the mkt makes cover of Time/Newsweek; move is over
(exoquarx): or at least ready to counter
(Eastcrow): u see the uber bear? Dow to 1000 guy?
(exoquarx): wasnt listening to him, ...the guy just now? missed it
(exoquarx): but my ear is tuned to her, believe me
(Eastcrow): he predicted that the dow was going to 1000
(exoquarx): wow, that's my prediction. back to early 80's; 25 yrs of support there
(exoquarx): what is the driver, he say?
(exoquarx): nuclear?
(exoquarx): he needs nuclear
(exoquarx): big ugly war
(exoquarx): no more people
(exoquarx): doubt he said that tho
(exoquarx): the guys who know something are less useful really
(exoquarx): not that this guy knows anything. i dont know him
(exoquarx): if they are really smart , then i listen
(exoquarx): there's a few
(exoquarx): thank god
(exoquarx): otherwise i'm more interested in the anti-genius
(exoquarx): especially when they get inspired
(exoquarx): this one is beyond annoying
[Trish Reagan again]
(exoquarx): and knows nothing
(exoquarx): more nothing than you think is possible
(exoquarx): anti genius
(exoquarx): those are the people to follow
(exoquarx): this is why i am so angry
(exoquarx): i listen to these people all day for year after year
(exoquarx): makes you want to bite a german shepard
(exoquarx): just to get the stress out
(exoquarx): she's a peach
(exoquarx): there was a women 10 and 15 yrs ago
(exoquarx): wow
(exoquarx): the best ever [Cannot remember her name]
(exoquarx): i could tell by her octave how to trade the mkt
(exoquarx): kind of like when SRS was at the high today
(exoquarx): her octave might go up
(exoquarx): she would drone, drone drone all day
(exoquarx): every day
(exoquarx): but when she began to shriek...
(exoquarx): it was a perfect trade the other way
(exoquarx): i found god
(exoquarx): that's kudlow again.
(exoquarx): gin gin gin
(exoquarx): gulp gulp gulp
(exoquarx): dismiss him
(exoquarx): no value
(Eastcrow): funny women on this show. are you talking about the one with the white blouse (br hair) not the blond in yellow?
(exoquarx): the one with the triangle for a nose
(exoquarx): not the blond
(exoquarx): i ignore her
(exoquarx): not smart enough /not dumb enough
(exoquarx): i mean the one who makes you think low of humanity when she starts squeaking
(exoquarx): i dont know what she's wearing
(exoquarx): i only have sound on
(exoquarx): can't take the pictures
(Eastcrow): lets see if she comes back. now is "power lunch" what ever that is
(Eastcrow): glup glup glup
(exoquarx): power lunch is good-morning america
(exoquarx): waste of time
(exoquarx): only reason to listen is in case news breaks
(exoquarx): otherwise a complete waste
(exoquarx): turn on channel 4 instead
(exoquarx): same shit
(exoquarx): coffee mugs should be in hand
(exoquarx): i want to punch them all
(exoquarx): cant even trade off them
(exoquarx): no value
(exoquarx): SNDA coming on now
...
(exoquarx): there she is
(exoquarx): big value
(exoquarx): triangle nose
(exoquarx): DGI is priced. not really trading tho
(exoquarx): priced 19. we couldnt get any shares - sucks
(Eastcrow): oh there is the one with the nose. to the right?
(exoquarx): dunno
(exoquarx): but i heard her just then
(exoquarx): coffee mug time
(exoquarx): zzzzzzzzz
(Eastcrow): well now I know why you are so screwed up - watching that show for so long.
(exoquarx): here...
(exoquarx): http://msnbcmedia.msn.com/j/msnbc/Components/Video/080712/nn_regan_xtalk_080712.300w.jpg
(exoquarx): miss piggy
(exoquarx): trish regan
(exoquarx): nice name - trish
(exoquarx): pretty much useless today. no inspired gems
(exoquarx): see if she figures anything out tomorrow
[god willing]

Snort!