Closed that tiny SPY long position

we just closed (sold) that tiny SPY long position from last Monday into this morning's sally rally.  we are however happy to buy'em for a bucket 2 trade again should we have an amazing solid close today

Bucket 2 Trade Idea: SMH

Into year-end it quite honestly is a difficult call in any asset class.  Immediate term risk assets are much oversold and the bounce we are seeing today may have further to go.  Soon the question will become whether this bounce leads to performance chasing (and hence a rally) in risk assets by fund managers or […]

Morning Thoughts November 28

Please also read the weekly newsletter this morning if you are signed up for it. After last week's boring but one-sided trading action we are looking for well-rested traders to step up and buy the market for a bounce.  The number one question remains whether or not we get a year-end squeeze higher.  For now […]

Bucket 3 Idea: YUM

with 40% of operating profits from China it's an interesting Bucket 3 idea that we would trade around with shorter term trades with…so, establish a bucket 3 long position on a break above $56 and then for income make smaller/quicker trades around the core position over time. on the chart note the upward moving channel […]

Morning Thoughts November 23

As discussed today we will only stick around until around noon and stop any trading activity at 11:30 AM ET. Please revert to the previous post on the French bond yields The news keeps getting worse, which on the margin makes us bullish for a trade Poor German Bund auction…yields are up all over Europe…bazooka […]

Bucket 2 Idea: JACK

JACK is an interesting setup to the short side (potentially today's business). A profit target to shoot for will be somewhere between $18 and $19. Will keep you posted, just wanted to give you a heads up…

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