FISHING CLUB
What's Moving And WhyTrading Room is Open – Daylight Savings Time Messed With Zoom API
Here is the access link: https://us02web.zoom.us/webinar/register/WN_DdNXiTCSQmC02uPBPC905w Pls use this link – also posted in SLACK! Sorry for confusion.
Trading Room Will Be Closed Wednesday March 10th
Sorry for short notice, but I will close my trading room tomorrow. We do have CPI and PPI coming in which could move inflation expectations, rates and oil. I am looking for WTIC to hold $64 and move back to $67 in time at which point a solid close on weekly above would likely lift […]
Pivoting on Oil: Value Rotation Spike
Growth-To-Value Rotation Spikes Clients know I have been calling a Growth-to-Value rotation since last April and again spoke directly to its continuation when invited 1st of year to present my StockChartsTV 2021 Predictions. JAN 16, 2021 StockChartsTV: 2021...
read moreWhat’s on Tap Weekly Calendar: March 8 – 12th
What’s on Tap Weekly Calendar Monday March 8th Economic Calendar: · 10:00 AM EST Wholesale Inventory MoM for January Earnings Calendar: · Earnings Before the Open: NERV, NINE, ONDS, RAND, RDNT · Earnings After the Close: CASY, CDMO, CLAR, CSTL, FPAY, GOCO, GRBK, IEA, MDXG, NCMI, PRTS, SFIX, SFT, SIBN, SNCR, SNDX, TACO, WISH Other Key Events: · Citigroup Global Property Conference (virtual), 3/8-3/11 · Deutsche Bank Internet and Telecom Conference (virtual), 3/8-3/10 Tuesday March 9th Economic Calendar: · 6:00 AM EST NFIB Business […]
SPAC Attack 2: Macro-to-Micro Power Hour – SPACs as an Asset Class
https://youtu.be/1UrSz86NIeM In follow-up to a very popular talk January 14th - SPAC Attack: A Very Special Macro-to-Micro Power Hour Guest Captain Interview - she again invited SPAC trader/investment manager Craig Samuels @sandiegosam and investment banker George...
read moreWhat’s on Tap Weekly Calendar: February 22 – 26th
What’s on Tap Weekly Calendar Monday February 22nd Economic Calendar: · 8:30 AM EST National Activity Index for Jan · 10:00 AM EST Leading Index MoM for Jan · 10:30 AM EST Dallas Fed Manufacturing Index for Feb Earnings Calendar: · Earnings Before the Open: CTB, DISCA, DORM, KBR, KFY, KOS, RCL, SOI · Earnings After the Close: ACC, AL, AXGN, BCC, BIGC, BWXT, CDNS, CSR, EVER, EXR, FANG, FIVN, FRPT, GDOT, HLX, HSII, HSTM, HTA, IR, JBT, LSI, MMLP, MRO, NDSN, NLS, O, OKE, OXY, PANW, PLOW, PLSE, PRA, PSB, REAL, RIG, RSG, SBAC, SBRA, TREX, UIS, VNOM, WMB, WRI, XEC, ZI Other Key Events: · Goldman Sachs Insurtech Conference (virtual), 2/22-2/23 · SVB […]
What’s on Tap Weekly Calendar: February 8 – 12th
What’s on Tap Weekly Calendar Monday February 8th Economic Calendar: · No Major Economic Data Released Earnings Calendar: · Earnings Before the Open: AMG, CNA, DNB, ENR, GPN, GTES, HAIN, HAS, L, SAIA · Earnings After the Close: AKAM, AMKR, ATEX, BECN, BLKB, CHGG, CORT, CUB, DLA, ENPH, ENTA, ESE, GBDC, HCSG, HP, IIIV, JKHY, KFRC, KKR, LEG, LMNX, MTRX, NUAN, PHX, RAMP, RGA, RLGT, SLQT, SPG, SSD, TTWO, VRNS, YCBD Other Key Events: · Annual WORLDSymposium (Lysosomal Diseases), 2/8-2/12 Tuesday February 9th Economic Calendar: · 6:00 AM EST NFIB Small Business Optimism for January · 7:45 AM ET ICSC Weekly Retail Sales · 8:55 […]
Moving On… New Opportunity
Hey Team… It was exciting to have a ‘young buck’ join my team to offer up his perspective on markets, stocks and options to LaDucTrading clients, but Andrew O’Connell – who taught our 2PM Options Education session – is moving on. Andrew will be focusing on his proprietary trading book and his Investing championship 2021 […]
Video: Gamestop Has No Stops
https://youtu.be/R3i-4VO-lQs
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GameStop Has No Stops
Summary I recommended GameStop to clients of LaDucTrading as high conviction trade on August 10th at $4.36. I called it my $4 to $40 stock by end of year. It tagged $40 January 14th. Given sentiment and structure, I continued to recommended it long to clients in our...
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Semis got us into this rally (2015 bottom) and they can take us out. #Taiwan
$SMH
Curious: yesterday was biggest $SPY gap down since June of last year. With follow through at that.
$VIX
Taiwan stocks see largest one day drop in 45 years.
Largest two day drop since 1990.
Probably nothing.
It’s a little dramatic but shows there are others comparing US with 1971 - 1980 type inflation besides Michael Burry.
Jonathan and I discuss in our Macro-to-Micro Power Hour 💪
https://t.co/v9r8YzvNqp
“...the dollar* is backed by dying assets: the Fed holds Treasury bonds that are increasingly long-term (magnifying interest rate risk) and issued by an entity (the U.S. Congress) that is increasingly insolvent.”
- Dan Oliver, ‘The Final Pop’
Source: https://t.co/z8gwYlE8Bi
Hottest core inflation we’ve seen in 20 years 😉
And this is just April’s CPI print... that excludes gas prices rising into May 🔥🛢
#InflationMatters
The Consumer Price Index rose at a 7.2% annualized pace over the last three months.
The CPI increased at a 5.0% annualized pace over the last six months.