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We still in the “good news is bad news” mode for the market ? Interpreting data is not at all what it used to be.

well played M...(I used LABU)

These move in yields are

Posted by shellson2 on 25th of Sep 2023 at 03:31 pm

These move in yields are stunning on the long curve

Flat coils tend to break

AN massive coil

Posted by shellson2 on 22nd of Sep 2023 at 03:38 pm

Flat coils tend to break on the bias of the initial leg down (ie end of July move)??

Sitting at the line...

AAPL/Crapple up

Posted by shellson2 on 21st of Sep 2023 at 03:28 pm

Sitting at the line...

Think NVDA poking under the hood? Intel still 145B company tho, that's a big bite. 

Punch bowl may be leaving

AAPL/Crapple up

Posted by shellson2 on 21st of Sep 2023 at 10:13 am

Punch bowl may be leaving the party

You forgot the pre-order VR

AAPL/Crapple up

Posted by shellson2 on 21st of Sep 2023 at 10:12 am

You forgot the pre-order VR headset for 3500...geezus.

Held...so far. 

AAPL/Crapple up

Posted by shellson2 on 21st of Sep 2023 at 10:10 am

Held...so far. 

$100 is obvious magnet on

JBLU, IYT

Posted by shellson2 on 19th of Sep 2023 at 10:45 am

$100 is obvious magnet on Brent imo, then things get interesting.

That oil is a killer...

JBLU, IYT

Posted by shellson2 on 19th of Sep 2023 at 10:40 am

That oil is a killer...

He he..

BPT follow up

Posted by shellson2 on 19th of Sep 2023 at 10:39 am

He he..

Still the glue keeping things

AAPL helping QQQ 

Posted by shellson2 on 18th of Sep 2023 at 11:38 am

Still the glue keeping things from unraveling.

JBLU now 1.6b market cap...now

Posted by shellson2 on 18th of Sep 2023 at 11:27 am

JBLU now 1.6b market cap...now very interesting imho

Mizuho upgraded this a.m.---but I prefer your thesis.

Thx for all you and matt do....rest up

30 yr fixed approaching topping

AAPL

Posted by shellson2 on 15th of Sep 2023 at 01:28 pm

30 yr fixed approaching topping 7.5%  in quick fashion

Indeed, been monitoring. More builders

AAPL

Posted by shellson2 on 15th of Sep 2023 at 01:22 pm

Indeed, been monitoring. More builders report next week

getting close....

AAPL

Posted by shellson2 on 15th of Sep 2023 at 01:17 pm

getting close....

and there she goes...+30%

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