GE hit a "bump in the road"
Email – #165
** GE hit a “bump in the road,” but with a more bullish backdrop in the US and the continued restoration of liquidity, we go into an oversold Asian tiger, taking advantage of current market weakness.
Earlier this week we saw the market take a breather from last week’s “first tranche in” by major [...]
The market shrugged bad employment numbers and proceeds higher, enjoying low valuations.
Email – #163
** The market shrugged bad employment numbers and proceeds higher, enjoying low valuations.
Friday morning we saw the employment number come out very weak by any measure. Unemployment ticked up strongly to 5.1% and non-farm payrolls showed a loss of 80,000 jobs in March. The continued weakness in the job market shows that the [...]
Set New Protective Stops on DEO & YUM; Hedge HNP; Prepare to take profits on YZCPO puts
Email – #105
** Set New Protective Stops on DEO & YUM; Hedge HNP; Prepare to take profits on YZCPO puts
Chinese markets have risen dramatically in recent weeks. And while we’ll take the rise like anybody else, our experience makes us leery.
Especially when my proprietary analytics confirm our suspicions… which means today’s update will be short [...]
The Market Looks To Get Its Mojo Back – But Keep Your Guard Up
In This Issue:
**The Market Looks To Get Its Mojo Back – But Keep Your Guard Up
Our latest recommendations, Celanese Corp. (CE) and ArcelorMittal (MT) are up 5.45% and 12.26%, respectively in 10 trading days.
In the same timeframe, the S&P 500 cash index has risen 1.28%.
You can do the math just as easily as we can, [...]
