Sonia Mirza

Fast Money Recap - A Trader's Market (3/13/09)

"Pete Najarian comments it is a traders market, whether bullish or bearish."

Does this add any value? Reminds me of a rally I saw in Africa where someone asked which direction the cars would come from and received the response "I believe they will come from the left, or the right".

Time to Move from Euro to U.S. Equities -- JPMorgan

Disagree in the current environment. Yes, in general the US and USD is a safe haven. But a lot of support for this is due to global faith in the US mkts and USD. Of late, we have seen several CB's offloading their USD holdings (Saudi Arabia being one example - causing concern to those who know how much of their holdings are in USD). Obviously there are many macro and cyclical issues in play, but Euro markets aren't unattractive right now - yes the depreciation of the USD will eventually make it a more valuable proposition to return to the USD.

Something to think about: the outlook for Euro economies (DE/FR/UK) seems to be better (AZ conf call this morning). This in contrast to our "bear market? bull market? Are we going up? Are we going down? Is the market slowing? Recession? No recession?"...