Afternoon Thoughts

With stocks up around 2% on top of the santa clause rally we  are certainly nearing near-term overbought levels around 1280-1290 on the S&P 500.  As such we took full profits in our bucket 2 long position in SPY (see earlier blog post).  For now we will remain in our remaining two bucket 2 long […]

Morning Thoughts January 3

Welcome back to the wild pack.  Instead of rushing right back into things let us give this tape a couple of days to settle and let everyone warm up first.  Most players are a little out of practice today so hitting a few balls on the driving range rather than storming right to the first […]

Broker calls this morning:

broker calls useless this morning…they are just throwing out manic ideas to generate commission. one guy has 1700 as a S&P 500 target for 2012, the other 700.  great info guys…so tomorrow it could either be -20degrees or 120 degrees at the beach

Portfolio Holdings January 3

Bucket 2 Symbol Open D Direction Sectors Avg Entry Stop Target 1 FDX 12/16/2011 long Indu 85.1 80 90 SPY 15-Dec long INDEX       MMM 9-Dec long Indu 81.73 77.5 85 Bucket 3 Symbol Open D Direction Sectors Avg Entry Stop Target 1               GDX 7-Nov long […]

Bucket 2: New Short Position

We just bought April 45 strike puts on SBUX for a Bucket 2 trade…partially to offset the Bucket 2 longs but also as an alpha generator in and of itself. SBUX is at the top of its long-term trading channel and today is showing an outside day on the chart on good volume.  A little […]

Opportunity In Retail Stocks Into The Holiday Season

October is here and while the holiday season is still too far away for most to give it much thought, investors would be wise to position their portfolios accordingly.  The following statistics and thoughts may be of help for those considering the retail stocks sector as a potential investment. Historically, looking back to 2001 retail […]

Morning Thoughts August 2

The week thus far was uneventful as I advertised it would be on Monday. The moment all waited for was today at 8:30 am et when Mario Draghi would announce his euro-saving strategy.  S&P 500 futures just sold off 1.4% in 5 minutes and the EUR/USD followed in favor. Utilities (see chart below) are giving […]

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