Daily Note

The Apple Doesn’t Fall Far From The Tree

Feb 18, 2020

Thomas Thornton

  • Apple guided down and is not a surprise to anyone 
  • Will this now begin a period where others in the Apple supply chain or other sectors start to guide down?
  • The global indexes are showing some signs that this recent bounce might be ending.
  • Japan still looks lower and China bounce failing first in Hong Kong
  • I've been positive on bonds with both stocks and bond working.  Who's right?
  • I have expected the USD higher and now I'm seeing limited upside from here
  • Gold still working while there are a couple of reasons why I only have a half position long
  • A couple of new short ideas for the Trade Ideas Sheet
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