2LPW avatar

2LPW

Alberto Libertini
NY

Joined Mar 18, 2010

http://www.llpartnerswealth.com/disclosure.html

We run a registered investment advisory firm. We integrate global macro, technical and sentiment data in portfolio management. *Our use of Twitter and Stock Twits is for educational and entertainment purposes only!

  1. 2LPW
    Europe melting down while Merkel is enjoying the beautiful Italian alps. long $GLD & $EUO
  2. 2LPW
    it is very difficult to believe that Greece will not need debt restructuring. Record levels on yields and CDS are clearly supporting it.
  3. 2LPW
    Is the ECB an European or German Central Bank? Portugal 'call for help' timing probably done to emphasize the incoherent int.rates decision
  4. 2LPW
    India cricket world cup win could only help already bullish charts, some of our favorites $INP, $IBN, $TTM, $SLT
  5. 2LPW
    market breadth from recent bounce very positive. vlm light but not necessarily a negative in our view
  6. 2LPW
    Looking closely indexes up vlm, NYSE 82%, Nasdaq 86%. A close around 90%, decent victory for bulls if not we'll look for an add to $SDS.
  7. 2LPW
    Initiating short position on $GS, we believe dividends & buybacks news were expected and being priced in.
  8. 2LPW
    apparently Germans officials love to scare mkts.Merkel before, now Oettinger, Eu energy commissioner an ex tax lawyer!!, selling some $VXX
  9. 2LPW
    good indicator about this mkt direction will be financials, looking for $XLF making new lows from recent consolidation
  10. 2LPW
    ..taking some profits on $ICE
  11. 2LPW
    Uranium trade is on: long $URRE and $UEC
  12. 2LPW
    ..adding to $C, long already $WCBO & $KEY
  13. 2LPW
    Steep yield curve very bullish for banks...adding to $
  14. 2LPW
    Exchanges consolidation has begun - long $ICE
  15. 2LPW
    IMF completed 403 tones gold sale.Bullish =gov't fin institutions rarely(never?) sell at top +another seller out of way, like $GLD,$GDX

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