Midday Missive

Semi’s are attempting an ORH day.

Chips act well.

China names have all held the BABA earnings.

WB held. It remains firm above 132.

SINA held. it remains firm over 119

UNH ..investors are no longer buying the long term story with AMZN & Berkshire entering into the space.

Not all names will be created equal.

I’ve been selling TLT as a surrogate Risk On trade this A.M.

Spu’s will need above 2830 ish to confirm the 2810 low.

WB…

SMH…

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