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Daily Note

Two weeks To Go

Oct 20, 2020

Thomas Thornton

  • Two weeks to go... with the heaviest number of Q3 earnings
  • I expect earnings to be a bigger catalyst in the next two weeks vs the election
  • I preview Netflix which reports later today
  • I am adding Overstock as a new small short idea
  • IBM continues to execute and trade terrible and I am adding them back as a small short 
  • Copper bias shifts back to positive 
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