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My Observations and Bars (Early Edition)

Originally posted November 17 at 15:41 EDT
Examining the contrast has been a theme for the entire week. And here, in "Do not run with the crowd. Honest on the contrary"

Miami madness (type of real estate)

Mark Grant is frightened by the strength of our currency.

Danielle on the stage.

Boockvar to inappropriate golfer subscriber!

JC Penney (JCP) short sale options - a 100% win. (Direct connection between frequently asked questions often ends in another way!)

Just say no in-depth muni-bonos-end closed.

DRYS is all wet.

IPhone could be making homecoming?

On balancing inflation - an image that says it all.

The market moved more "go" - to a large extent It seems that there is a response to better economic data this morning.

At 15 hours the populations were close to highs of the day.

I caused a Cisco Kid short circuit last night. Tire With this short rental. I have added to my ProShares UltraShort S & P500 ETF (SDS) long (growing). My net short exposure - is now in the middle and small, in the extreme.

    The US dollar, as mentioned above, continued to break further against the euro. I'm restless. Mark Grant is concerned. The market does not care.
    The price of crude oil (up to $ 0.20) was set after yesterday's strong gains.
    Gold fell $ 9 as it continues to decompose - close to $ 1,200.
    AG: wheat products at $ 0.07 to $ 0.04 maize, soy and oats at $ 0.05 to $ 0.02.
    Wood up to $ 7 resulted from the large amount of housing this morning.
    Bonds iShares Barclays 20+ Year schmeissed ... ETF Treas.Bond (TLT) for $ 1.50.
    The yield on bonds and bonds at 10 and 30 years increased by 5 basis points about.
    2s / 10s spread accentuated by 2 basis points to 125 basis points about.
    Municipal bond funds traded lower. Closed funds were affected.
    High performance was flat, although the Blackstone / GSO Strategic Credit Fund (BGB) increased by $ 0.05.
    Banks continued to be the "fair world", but this observation becomes strong and panic. My finger is on the Select Financial Sector Short SPDR (XLF) button. But not yet.
    Insurers outperformed, but my long Hartford Financial (HIG) downgraded.
    Big bag houses again. Very overbought.
    Mixed cars.
    Energy shares, a profit making.
    Strong retail sales after weak Wednesday. Led by Best Buy (BBY) and Home Depot (HD).
    Biotech was slightly superior, led by Allergan (AGN) and Celgene (CELG). Pharmaceutical Valeant (VRX) However, in the regulatory sights.
    Big Pharma lowers - but barely.
    The old media run by an analyst update at Microsoft (MSFT).
    Consumer goods plagued by a strengthening dollar. Short investment, Coca-Cola (KO), can not go out of its own way ... a good thing.
    Discretionary consumption was mixed.
    (T) FANG had a good second day - but the shares of their maxima as Netflix (NFLX) turns red.
    Apple (AAPL) slightly lower Wednesday after a beautiful day.

Here are some of the value added contributions Edition on our website:

1.Jim "The Captain" Cramer on the banks. I am less positive than Jimmy - This believer is in arrears in the movement of financial values.
2. Rev shark in the market manipulation.
3. Homie Mike Norman.
4. Tim Melvin says its value for research.
5. Sossi drink the Kool-Aid, uh ... Pepsi!

positions:
HIG large, large JCP, large SDS, small GLD
SPY small cut, small GM, small M, small CSCO, small NFLX, KO, AAPL

Position: See above.



Brief Cisco Kid

Originally posted November 17 at 9:22 am EDT

I took a short negotiation from Cisco (CSCO) last night in weak guidance.

I see $ 29 $ before 31.