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Daily Note

Can We Talk About Schering Plough Now?

Nov 14, 2019

Thomas Thornton

  • Was Cisco’s terrible surprise earnings guidance a canary in the coal mine?
  • A little story of not making changes to a portfolio when it’s just so obvious
  • More good stuff including what I am watching for on Initial Jobless Claims for a real turn
  • Europe, Asia, Currencies, Commodities – I turned bullish (cautiously at that) on Gold today
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