18 replies to this topic

[dTraderB]

Take care of the PUT holders who foolishly held on to their PUTS that will expire this week; then go after the CALL holders who think they were making a killing and greedily held on, and then what? 

 

Down for a few days, I think, and up into FED meeting at end of July.

 

Then, down again.

 

That FED minutes released today, two weeks before a 50bs cut, is about one of the top 5 strangest situation I have ever encountered in the markets during the past 30 years. 

 

Labor shortage? good economy? record equity? and you want to CUT rates? 

 

This will not end well after the initial post-cut melt-up.

 

 

[dTraderB]

1. Helene Meisler‏ @hmeisler 1h1 hour ago

   More

   Final Trades on Fast Money probably reflect the mood after the day and after hours. Long: ABT TLT GDX

   Short: SPY

    
2. Helene Meisler‏ @hmeisler 1h1 hour ago

   More

   Two vastly different businesses/companies with two dramatic moves and earnings season has just started. CSX and NFLX

    

   Transports were down almost 400 points. That's nearly 3.5%. 

3. More

   I have no position in NFLX. Had no strong view heading into eps. But the stock has gone nowhere in a market that is up a lot. It's been a laggard for months. 

4. More

   More new lows than new highs for Naz today. Checks. Yep, we're still just off ATHs

5. More

   My pencil says there was quite a bit of selling done today

6.  More

   RUT back to down for the month

Edited by dTraderB, 17 July 2019 - 06:15 PM.

[dTraderB]

I like these charts

 

https://stockcharts.com/public/3421479

[dTraderB]

Maybe, haven't seen this one in a while:

 

SentimenTrader‏Verified account @sentimentrader

FollowFollow @sentimentrader

More

Sudden Jump in Hedge-Fund Exposure Flashes Warning for Equities https://finance.yahoo.com/news/sudden-jump-hedge-fund-exposure-042507451.html?soc_src=social-sh&soc_trk=tw … via @YahooFinance

[opinionated]

Glad your getting such use out of Davids Charts... An glad I shared with ya. He has a long list but by the time you go through them all a light usually go's off.

Best

[dTraderB]

Glad your getting such use out of Davids Charts... An glad I shared with ya. He has a long list but by the time you go through them all a light usually go's off.

Best

 

Thanks, I focus on the equity index and VIX charts

[dTraderB]

 @hmeisler

FollowFollow @hmeisler

More

AAII Bulls moved up this week. now 36%

3:32 AM - 18 Jul 

[dTraderB]

A slew of earnings ....

 

 @Investingcom

FollowFollow @Investingcom

More

There's a wave of earnings reports about to hit Wall Street. Obviously today everyone's eyes will be on 1.04 Trillion-valued #Microsoft. Check out our earnings calendar to set reminders for the ones you care about: https://invst.ly/nipz  #EarningsSeason #earnings $MSFT

1:51 AM - 18 Jul 

[dTraderB]

 @LizAnnSonders

FollowFollow @LizAnnSonders

More

Fund managers survey from @BofAML regarding “most crowded trade” (Treasuries ranks at the top presently) @SoberLook

3:46 AM - 18 Jul 

[dTraderB]

Much excitement coming up next month as this theatrical event plays out....they will kick it down the road, again?

 

account @LizAnnSonders

FollowFollow @LizAnnSonders

More

Congress has to raise (or suspend) the debt ceiling by early September to avoid the risk of a technical default. @OxfordEconomics @SoberLook

3:40 AM - 18 Jul