50 replies to this topic

[redfoliage2]

BTW,  AMD up over 2% today, it's likely to beat after the close.

Edited by redfoliage2, 01 August 2023 - 11:20 AM.

[redfoliage2]

Dip buyers pushed the market higher in the afternoon, and now let's see if the indices will close the day in green ................  

Edited by redfoliage2, 01 August 2023 - 01:43 PM.

[linrom1]

Jeffrey P. Snider

 

@JeffSnider_AIP 15h

 

One reason why UST is borrowing so much more in Q3 than anticipated, Q2 cash balance came in $148 billion less than expected. Just a small miss in only three months for an economy that's performing really way. And Q3 is already off to a worse start.

[linrom1]

 

 

Jeffrey P. Snider

 

@JeffSnider_AIP 15h

 

LOL. Treasury plans to sell ONE TRILLION in debt during Q3. Just Q3. That # is up a f-ing ridiculous $274 bln since May estimate. Janet Yellen just decided three months later she needs a quarter trill more. Because the economy is fine, obviously. https://buff.ly/3YhEHfZ

[linrom1]

Keep that dollar milkshake theory alive, the dollar is going sky high becasue there are too many bears for it to go down.

 

---Idiots

[Keepingcool]

obviously earnings estimates are all too low...analysts are in on it.  lol

everyone beats....ya right. well almost everyone.

[dTraderB]

New ES hedge long 4585

 

Prefer to partially hedge and hold SHORTS, at least until Thursday

 

My FF is earnings from BIG TECH will be better than "artificially lowered estimates" and hence a SHARP RALLY after hours on Thursday into FRIDAY's NFP report that may induce an initial drop and then rally into end of week, a ST to IT top until sometime in September

 

But, that is my FF

 

Still flat ASIA  markets after that great rally. Am hesitant to go long now since the Chinese economy seems to be in far worse condition that we though. 

 

And, I do not want to go LONG US markets now

 

So, I will try to be small NET SHORT US markets, small daytrades in HANG SENG and FTSE A50, BABA etc, and relax, rest.... but ready to go add to ASIAN LONGS and US SHORTS

 

A good JULY with profits in ASIAN markets, DAYTRADING, OPTIONS except SPY & QQQ, and TESLA/APPL PUTS; losses also in TLT & YVXY CALLS, but  satisfied with a net +2.74% account gain in JULY.  My AUGUST record is about the worst of all months so I should not trade as much but the possible setups in the markets at this stage in AUGUST looks promising so I will trade lightly until markets entice me into bigger & riskier positions.

[dTraderB]

This has become my GO TO site, best of all, great info:

 

https://www.marketin...llan-oscillator

[Keepingcool]

bankruptcies rolling in at the fastest pace since 2009

[dTraderB]

darn!
alert trrigger !
MARKETS DROPPED

New HSI & A50 positions
19532
13016

New NQ HEDGE LONG 15617