18 Nov
As I sort through the trash, I see little to encourage me that what we are on is the precipice of a major rally, rather than a major failure.
The XLF and the QQQQ are leading to the downside. The BKX broke its lows. GM is BK.
With op ex this week and the lines so clearly [...]
Posted in -Sells, Market Commentary by: Danny
15 Comments
14 Apr
My quest is to find shorts where the recession isn’t priced yet. Obviously, the “short homebuilders and Fins” trade was better last year. There may still be downside, but I want the uncovered plays.
One uncovered play is [[ANF]].
Retailers have sucked for some time, but I think that there is a supposition that teens [...]
Posted in -Sells by: Danny
15 Comments
19 Mar
I am only long a few stocks. One of them is [[LNN]]. Don’t say I didn’t…nevermind. I sold some today at $88.
Update:Â Sold more at 89.82.
BTW, I hope you enjoyed the follow through on yesterday’s 400 pt “recession ender.”
Posted in -Sells, Market Commentary by: Danny
3 Comments
10 Mar
This is a semi-useless article. Content is great, that much I can assure you.
Why then?
Because I wrote it on Sunday, but I was unable to finish it, or post it.
If I posted it yesterday then it would give my readers the opportunity to look for a good short entry. At this point, it [...]
Posted in --Stock Commentary--, -Sells, Trading Ideas by: Danny
3 Comments
05 Mar
“TWO JAGERBOMBS ” - Angelo R. Mozilo, Esteemed CEO
…as we wobble unchanged weakly rally into the close.
Note: Top short - [[chk]]
Viz., this incredibly detailed chart. Like a goddamn Picasso, I am.
Posted in --Stock Commentary--, -Sells, Viz. by: Danny
4 Comments
28 Feb
Sold the second half at $59.74
Posted in -Sells by: Danny
No Comments
27 Feb
Regarding my recent buys, I was stopped out of [[fls]] at 103. I have a sell on the close if [[apd]] is below 95. Finally, the [[cedc]] I bought fucking rules, due to this news out of my Polish Jager constituent:
Central European Distribution signs Heads of Terms to invest in the Whitehall Group [...]
Posted in --Stock Commentary--, -Sells by: Danny
No Comments
25 Feb
1.) A close above 1367 today would be a sexy coed spring break beer party for the Bulls. Bears, you can hang out in the center common room on the third floor.
2.) Remember this study I did concerning the January Effect? The main takeaway was that if the Market shat the water-closet [...]
Posted in -Buys, -Sells, Market Commentary, Trading Ideas by: Danny
No Comments
13 Feb
Piecemeal additions to my holdings:
Added to [[skf]] at 110
Added to [[bg]] at 109.15 (short) - Missed earnings, margin problem, weak. Stop 120
Initiated [[fcx]] at 94.35 (short) - Weak. Stop +97
Bought [[spwr]] at 78.16 - Sector momentum shifting positive after big sell-off. Stop 76
Bought [[isrg]] at 306.10 - Broke out of triangle. Stop 290
Posted in -Buys, -Sells by: Danny
6 Comments
08 Feb
Despite a negative market today, I am using the rally in [[MTL]] to begin a short position at 100.30. It is rallying because of its coal output and that the coal sector is hot. I don’t expect it to take out its old high, although certain elements of the chart look OK (volume, [...]
Posted in --Stock Commentary--, -Sells by: Danny
2 Comments