What interests me are the China names. BIDU, AABA, BABA WB et al. HTHT & JD have the most positive patterns for a bounce. JD… Weight Watchers…WTW, this was an Adam Johnson pick. Sweet!
Spu/Bond is currently trading above the oscillator line that it broke from 2/2/18. It’s a long day and one should expect a couple of different flows. The noon Bond auction has the potential to change the flows. AMZN…1498 is a … Continue reading
Energy names and Chinese Internet. JD is putting in an ORH week on their announcement to compete in the U.S. Walmart is an investor in the enterprise. Petrobas is leading EWZ It’s Friday, regardless of the sector rotation, shorting is … Continue reading
Big cap tech is being sold against Long Chips & Healthcare U.S. centric energy names are bid. INTC looks to have bottomed with 45 the next level of interest. Industrial names led by BA. China names are a mixed bag … Continue reading
Daily Market Intelligence 1-11-18
Daily Market Intelligence 12-14-17
Chinese Internet names and U.S. tech will lead the rest of the year. From a technical standpoint, the gap higher openings followed by a retest of yesterday’s highs, is price positive. AAPL & JD Looking for alpha, this is the … Continue reading
Daily Market Intelligence 11-16-17