FISH STORIES / BLOG
Occasionally I blog about fishing, the fishing industry and behind the scenes in the life of this humble fisher. These can be rigorously thought-out or pure fluff pieces. You get what you get. Kinda like fishing.
Market Thoughts: China Short Ideas and My #NoTradeDeal Thesis
This IS my thesis -and I have said it for months - Once we hit $NYSE $13,000, we likely trade sideways to lower into elections. #2020 #NoTradeDeal Now others are thinking/suggesting that if they draw out the Trade Talks much longer, you may see China say it will wait...
read moreClosed Captioning for Accessibility and Transparency
My live trading room now offers Speech-to-Text Closed Captioning (CC) - complete with time-stamps + transcripts. To activate: Log in to your LaDucTrading Membership Account or Become a Member Click on the Live Trading Room Access Link (button or page) Register (enter...
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My Market Huddle Interview: When Turkeys Fly
Happy Easter and Passover! Thursday after market close I was interviewed by the "Click and Clack" of Finance Twitter (where both gentlemen follow me and you should too): @kevinmuir @PatrickCeresna. (Anyone remember the Tappet brothers of the famed Boston radio show...
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Off-Trail Market Thoughts: Sharks and Poker
I don’t play poker. I understand enough to see the similarities between those who play poker and those who trade, but I’ve never personally been compulsive with any card or board game, sporting or music competition. I am fiercely competitive with myself, but maybe...
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TD Ameritrade Interview: Bounce Idea into Options Expiration
On Friday March 8th, I was interviewed by @FuturesBen_TDAN to discuss my thesis for the week ahead. My market timing call for the prior week had been to short, which served myself and clients well: up 25% ROI for Chases alone. As of Friday morning, I was of the...
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Live Trade Alerts: Sailing Into The Horizon, Or Could Be The Abyss
“If I quit now, I will soon be back to where I started. And when I started I was desperately wishing to be where I am now.” Unknown That's pretty much how I felt of late dodging customer complaints past few months since embarking on this journey to build a Trader...
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A Prediction Come True: Then and Now
Back in Mid-December (2018), I had a theory, a strong one, and I wanted to get my clients' attention so my article title - uncharacteristically - was total click-bait: Why Do I See A Flash Crash Coming? It was a market timing call for a correction/drawdown/flashcrash...
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@MashReez I humbly submit I may make money from the markets professionally but I have no idea why it does what it does.
My intuition + skills only get me so far. I study it so I can surf the waves it makes. I fall off the board A LOT but I always want to get back on + try to stay on.
🌊🏄🏻♀️
I’m betting on it actually 😉
$VIX
So don’t be on of those caught napping with an inverted board Wednesday if the market keeps dropping.
About that surprise GDP print for Japan...
The only segment increasing was net export contribution. EVERYTHING that matters was down.
Since we're on this rant, let's take some time to look at that curious case of 📈GDP for Japan, yes it rose 2.1% qoq saar:
Domestic demand 📉(private demand 📉; consumption 📉; investment 📉; capital investment 📉; public demand 📉; overall investment📉; exports 📉& imports📉🙄 2
Thread Summary:
Korea needs China/Inports.
China Semi contraction severe.
US Chip companies to suffer.
$SMH $QCOM $MU $QRVO
Good morning🦋 Korea 1st 20-day of exports FALL -11.7% YoY Y semiconductor exports CONTRACTED -33%.
That said, there is some silver lining - car exports rose +12.6%.
No V-shaped recovery here. Contraction deepening & it's not just Korea - Taiwan warned us that May'll be worse🤢