S&Pisretestingformerbreakoutpoint.Probablystillhassomedownsideinnextfewdays(JobdataFriday).MGMreportedgoodearning.Sogainsomeoverthere.Fdidn'tworkout(ideaisright,butshouldchooseGMoverF.)CLHisalsoworkingok.HighyielderssuchasMO/RAI/VZ,etc.areholdingwell.Butlikelytoseesomesellingtherealsoifmarketcontinuestofall.However,therearesomebrightspotsonthisdownday.AAPLdidn'tfallunder$346evenwithQQQrebalanc...[
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Hereisthetimetobuythosebanks.
JPMisthebest.BACmightgivethebestreturns.
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Lookslikeweareoffrunningagainafterashortbreath.
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Fromtoday'smarketreaction,itseemstomethatthismightbeastartofapullback,especiallyincommodityrelatednames.
Energystocksaresoldoffsince10:30am.Thereisnoreboundduringtheday.
Copper/AGstocksarealsoperformingpoorly.
Silverminersarelosinguptrend.Goldminersaresoldoffalsowhichmakesmypreviousthoughtinvalid(wrongidea).
AfewleadersalsoretreatssuchasCAT/AAPL/DD/DE,etc.
Smallcap/Midcapareret...[
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FromMSFT/RIMM'searningreport,itisclearlyAAPLiseatingtheirlunch.AAPLisalsomovingintocloudcomputing.
AfterpurchasedAAPLat$328(soldhalfabove$348),herecomesanotherlowrisksetup.
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Aftertoday'sFEDmeeting,weprettymuchgetthemessagethatFEDdoesn'tcareaboutUS$atthispoint.Asaresult,Goldrunup$24/oz,Silverrunup$2+inhours.Goldminersdidn'tdowellinlastfewweeks.Mybestguessisthatthatwillchangeverysoon.
Followingjuniorgoldminersareworthtoownfromthispointon.Iexpectsomemovementinthem.
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