Bucket 3 Idea: OIH

OIH is the oil services ETF and currently loooks to be sporting an inverted head & shoulders on the daily chart below.  Given the broader market cross currents this is one of those instances where risk management becomes ever more important than usual.  We plan to go long for an initial Bucket 3 positon either […]

Afternoon Update – Watching the USD

The dollar remains the most important chart to watch in our opinion and while it too seems to have binary-move potential it will most likely dictate the way the rest of the risk assets go. On the daily chart looking back three years we see a higher low accomplished earlier this year and now some […]

MS bucket 2 long-side is interesting

we may consider a new long position in MS for bucket 2. banks remain underowned and overshorted and as a relative outperformer we like a few select names going into end of November should the performance anxiety hit. right now the stock is still at the 50 day moving average and at the 50% retracement […]

italy 10 year bonds…for some perspective

we don't reference the bond market enough…we will do this more as it is the key driver at the moment…as it often is. the issue with italy is clearly reflected in teh 10 year bond yield of italian bonds.  essentially their borrowing cost is more than 6% now…that's not  healthy

Morning Thoughts November 1

After yesterday's late-day selloff markets this morning look much weaker still as we approach the opening bell.  It's not our job to read news headlines to you but here's why we are selling off: Bloomberg quote – "Greek Prime Minister George Papandreou called a referendum and a parliamentary confidence vote, raising the prospect of derailing […]

Gaps update…

yesterday and this morning the big gap up from last Thursday's euro bailout joy filled. now this mornign we woke up to a 31 point gap.  so far today we have filled half of it.  the other half remains but has a decent chance of filling someitme today.

profit taking

this morning… we took full profits in our Bucket 2 shorts in: SPY we took full profits in our Bucket 3 shorts in: CAT AAPL we took half profits in our Bucket 2 shorts in: WYNN …at first profit target at $128  

Regal Entertainment (RGC) May Have Follow-Through Potential

  Regal Entertainment Group (NYSE: RGC) operates almost 550 movie theatres in the United States, which comes to almost 6800 screens.  With that sort of scale the company is a cornerstone in the U.S. movie theatre operations market and closely watched for its metrics each earnings season. After regular market trading on Thursday June 28th […]

Abercrombie & Fitch (ANF) May Have More Upside

  Most people have heard of Abercrombie & Fitch (NYSE: ANF), if not for their clothing then for their often risqué advertising campaigns making headlines.  I’d love to give you a fundamental story here for this trade but for me this one here is just that, a trade.  As such I’ll refer to the technicals […]

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