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Five Thoughts Today

by | Mar 4, 2020 | Daily Note | 0 comments

  • Five Thoughts 
  • Coronavirus will get worse but it's transitory and many stocks have been crushed already.  A good shopping list
  • The US 10 year yield under 1% is news.  The sentiment is extreme and I'll fade that sentiment
  • YTD breadth remains weak.  Attribution studies show some high-quality names down huge.  A good shopping list
  • The Democrat establishment is breathing a sigh of relief but Biden is a gaffe-prone and that's a risk with 8 months to go ahead of the election
  • The DeMark indicators nailed the Biden bounce and the Sanders top
  • Airlines, Cruise lines, Casinos are oversold 
  • Could see the USD and Euro reverse current direction soon
  • Getting close to selling the remaining Gold long position
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