Midday Missive

The early buying is in across the FANG names led by overnight gains
in BIDU & BABA
GT…
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GOOGL…

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HUM..

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​I’m not interested in trading the Indices.

The sector rotation out of Financials into FANG names will make it a tough trade.
I’m still looking for a sell off in the Indices so I think the FANG strength could be fleeting and would not chase.
Long-term investors should consider paring risk.
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