Morning Thoughts November 15

Yesterday's intraday trade was directionless and nearly impossible to trade with any conviction.  That is to be expected on the second lowest volume day of the year.  Why such low volume? My guess is that investors are extremely unsure of what to expect over the next few weeks so decided to sit yesterday's session out […]

Triangle in the SPX

UBS denotes: "Triangle Forming in SPX In line with our recent call, the US market underwent a short-term pullback. However, the whole consolidation phase and in particular last week’s pullback produced just another higher low in the SPX, which shows how resilient the market is on the downside. Furthermore, from a pattern standpoint the sideways […]

Bucket 3: Bought some RIMM

We just bought some RIMM for Bucket 3 due to takeover speculation….we will buy a little more later on today. Will update this post with chart and more reasons soon..

Copper…see the chart for some macro perspective

yes it broke its uptrend since 2009 back in August when everything also broke down…it's now consolidating some before likely resuming its downtrend…and taking the economy growth rates down with it.

Bucket 2: CRM long-side Idea

Another candidate for potential year-end squeezage is CRM.  This momentum-trader favorite and otherwise volatile nutcase may just be something that the fund communtiy tries to chase into end of November or so.  We would be interested on a solid daily close above $137

Bucket 2: CAT Potential Long-Side Idea

we have discussed CAT continually in September and October and here it is again.  the stock is at major crossroads with resistance at its 200 day moving average and the 61.8% retracement.  The stock has decent respect for the 200 sma as support and resistance so this should be watched closely.  A break above it […]

CSCO Daily Chart

nothing actionable right here right now, but very important to watch either for a breakout or for a mean reversion (lower) trade setup…

Morning Thoughts November 14

As we look at the markets this morning Mr. Monti is the new PM in Italy, Merkel is issuing all sorts of new urgency on the bailout plans, yet stocks and bonds in Europe are trading lower. Last week was a serious chop-fest…although stocks traded higher four days out of five, it was Wednesday's trade […]

new bucket 2 short trade in WYNN

we are short WYNN as of late this afternoon for a bucket 2 trade.  the first target is at $128, the gap fill.  the final stop is at Friday's high.

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