tradefast
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tradefast
Bio: Corporate Chief Investment Officer with 20+ years of professional money management experience with two hedge funds and a major financial institution.
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tradefast
'new normal' advocates destroyed, been forced to cover shorts in consumer discretionaries and financials - might be time to short $XLF $XLY
Mar. 18 at 9:03 AM
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tradefast
shorts gonna press below 115 on $SPY
Mar. 10 at 3:00 PM
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tradefast
http://tinyurl.com/yektvw4 $VZ iPad data plan opportunity $T $AAPL
Mar. 10 at 8:12 AM
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tradefast
the WSJ says there has been a “selling spree” at $BX by insiders
Mar. 10 at 8:10 AM
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tradefast
march 16 ends govt lockup on 7.7bln shares of $C -- float is 19.4 bln shares, short interest about 450mln - total outstanding 28.5bln
Mar. 9 at 8:35 AM
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tradefast
@ari5000 just sayin, $EWZ (largest component of $EEM) moved 1.5% (1+ points) off morning lows - closed virutally flat, worth considering
Mar. 4 at 4:05 PM
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tradefast
@ari5000 $EEM red, but $EWZ just turned green
Mar. 4 at 3:58 PM
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tradefast
fwiw, consensus remains -63k for tomorrow's payroll employment report - $GS says -100k, $JPM -90k (80 economist estimates per bloomberg)
Mar. 4 at 1:50 PM
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tradefast
$EWZ strong out of the gate, defying early weakness in $FXI -- divergence resolved, $EWZ hit hard $EEM
Mar. 4 at 10:16 AM
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tradefast
$C Pandit will appear before contressional panel to "thank" taxpayers for the bailout - bloomberg
Mar. 4 at 8:09 AM
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tradefast
long $UPS 59.35 stop below 59.15
Mar. 3 at 2:33 PM
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tradefast
$EEM took out the 50dma
Mar. 3 at 9:52 AM
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tradefast
$COST hit pre-mkt on earnings miss - trading call out of JPM, saying buy COST in first 30-minutes, expects 10am call to be upside catalyst
Mar. 3 at 8:27 AM
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tradefast
$JPM lowered Q1 GDP growth forecast from 3% to 2.5% - citing recent incoming data
Mar. 3 at 8:17 AM
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tradefast
fri payroll weather effect 100k-200k, consensus -53K. $JPM looking for-90K. Barclays is -75K, CS -125K, DB -75K, Goldman -100K, UBS -90K
Mar. 2 at 8:00 AM
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tradefast
consensus projection for payroll report (friday) is neg 50K, snowstorms probably affected the data by about 100K, according to $JPM
Mar. 1 at 9:32 AM
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tradefast
wsj heard on the street highlighting $AAPL valuation - trading at 17.6X 2009E, strip out $43/share of cash and multiple only 14X
Mar. 1 at 8:21 AM
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tradefast
wsj heard on the street bashes $SIRI valuation - suggests stock is worth only 25 cents (fully diluted shares 6.45bln)
Feb. 26 at 7:37 AM
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tradefast
hit last evening, $JPM strategist (T Lee) raised 2010 sp500 earnings estimates from $80 to 81 - citing better tech, discretionary and fins
Feb. 26 at 7:17 AM
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tradefast
from this morning - long $RIG from 78.05 - gonna protect 1+% gain with stop loss below 79
Feb. 25 at 3:32 PM
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tradefast
taking a stab at $RIG, long 78.05
Feb. 25 at 9:41 AM
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tradefast
$POT pressured on story that India seeking 24% reduction in potash prices (india major major user/importer of potash)
Feb. 24 at 9:08 AM
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tradefast
@TMTanalyst competitive factors software, services, product, brand, distribution, IPR and chipset efficiency (re $MOT)
Feb. 24 at 8:56 AM
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tradefast
$CS tgt for $AAPL is 275 - catalysts: iPad launch, new content partnerships, continued Mac and iPhone momentum
Feb. 24 at 8:53 AM
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tradefast
$CS raising estimates for smartphone units 2010/11 - says share gainers are $AAPL, $RIMM and possibly $MOT
Feb. 24 at 8:52 AM
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tradefast
$AAPL sees positive momentum behind iPhone adoption in the
enterprise side, with 70% of Fortune 100 cos either deploying or testing iPhones
Feb. 24 at 8:45 AM
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tradefast
http://tinyurl.com/ydwxdz8 copy/paste of $GS report
Feb. 23 at 11:23 AM
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tradefast
this joker re-publishes a $GS report and his fan base asks when he has time to sleep - huh? copy/paste is not that labor intensive...
Feb. 23 at 11:22 AM
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tradefast
consumer discretionary is best performing sector today $XLY (compare to spyder sectors: $XLP $XLV $XLU $XLI $XLF $XLB $XLK $XLE)
Feb. 23 at 10:29 AM
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tradefast
consumer discretionaries outperforming consumer staples $XLY versus $XLP - not making too much of the confidence deccline, imo
Feb. 23 at 10:08 AM
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