Daily Note

A midday email that covers US, European, Asian indexes. Stock trade ideas. Market sentiment charts and focus stocks to watch using various technical indicators. Erlanger short interest highlights. This is a comprehensive note that covers quite a lot of territory.

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The  Game – Dave Newman

The Game – Dave Newman

  • Another great piece from Dave Newman this week 
  • “…it is so important to understand the game that is being played, and about how much different it is than it was prior”
  • This is one of my favorite notes from Dave with some very thought-provoking sections 
  • Don’t miss it

 

Relatives

Relatives

  • Today’s note is a must-read as I did a focus on the US sector ETFs and equal-weight sector ETFs on a relative basis
  • Next Tuesday we are doing a webinar with Tracy Shuchart our Energy and Materials Sector Notes analyst – details on the note
  • We hope you all have a happy Thanksgiving.  Our next notes will be out on Sunday.
A Troubling Trend

A Troubling Trend

  • There is a troubling trend that will affect markets with retailers at risk and changes in the political landscape
  • Bear with me on this note.  It’s not a rant but a sad reflection of society today
  • Other than that I have some other good charts to cheer you up
  • Covering BBY short
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Powell Stays

Powell Stays

  • Powell stays, Brainard gets a promotion and continuity is the biggest factor
  • Tech and consumer high flyers are having a tough day with rates moving a little higher
  • Throwing in the towel on a long idea and adding to a short and thoughts on the cannabis trade
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Five Thoughts

Five Thoughts

  • Some thoughts about dinner with JPM strategist, NVDA and semi’s, Options expiration tomorrow, bad breadth vs mega-cap
  • And tomorrow I am hosting a webinar at 11am ET with the details on the note – there will be a replay