Similar to KEY from the other day ... SCHW needs to give everything up if the charting gods are to be appeased.
Links for 2014 12 10
Hot Source of Property Financing: Visa Seekers - WSJ
CREATIVE FINANCING
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the thought of eating a whole apple with a handful of almonds sounds dull
ALL ABOUT BALANCE
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#YearInReview2014 | Discover the Year on Twitter.
TWITTER SUCH A VALUABLE ASSET NOT EVEN A FAILED STANDUP COMIC LIKE COSTOLO CAN SCREW IT UP
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From ‘Baba Mahley’ to ‘Baobo’: An Expat’s Quest for the Ideal Chinese Nickname - Expat - WSJ
I RENAMED COCO "ADELE" SHORTLY BEFORE SHE DUMPED ME ...
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Express Scripts
PPG Industries
AON Plc
Equity Residential
Western Digital Corp
Avalonbay Communities
Edison International
Dollar General Corp
Boston Properties
O'Reilly Automotive
Autozone
Xcel Energy Inc
Northeast Utilities
Citizens Financial Group Inc/Ri
Biomarin Pharmaceutical Inc
Essex Property Trust
Mohawk Industries
Advance Auto Parts Inc
Hospira Inc
Sensata Technologies Holding N.V.
Sealed Air Corp
Alliant Energy Corp
Zayo Group Holdings Inc.
Spirit Aerosystems Holdings
Mallinckrodt Plc Ordinary Share
Atmos Energy Corp
SS&C Technologies Holdings
Dexcom Inc
Cinemark Holdings Inc
Amtrust Financial Services
Steris Corp
West Pharmaceutical Services
Catalent Inc.
Boston Beer Company
Burlington Stores Inc
Cavium Inc
Acadia Pharmaceuticals Inc
Bright Horizons Family Solutions Inc
Piedmont Natural Gas Company
Sovran Self Storage
Sun Communities
West Corp
WGL Holdings Inc
Newjersey Resources Corp
First Citizens Bancshares
Northwestern Corp
Epam Systems Inc
Science Applications Internatio
Exact Sciences Corp
Group 1 Automotive
Littelfuse
One Gas Inc.
Papa John's International
J & J Snack Foods
Om Asset Management Ltd
Hudson Pacific Properties
Dineequity Inc
American Assets Trust
Kite Pharma Inc.
Ptc Therapeutics Inc
Fiesta Restaurant Group Inc
Dominion Diamond Corp
Fidelity & Guaranty
M/A-Com Technology Solutions Ho
G&K Services
Bluebird Bio Inc
Marcus & Millichap
Omnicell Inc
Mimedx Group Inc
Quaker Chemical Corp
Natus Medical Inc
Independent Bank
Avalanche Biotechnologies Inc.
Universal Electronics Inc
Zs Pharma Inc.
Chatham Lodging Trust [Reit]
Depomed Inc
National Healthcare Corp
Tetraphase Pharmaceuticals Inc
New Media Investment Group Inc.
Ovascience Inc
K2M Group Holdings Inc.
Aerie Pharmaceuticals Inc
Universal Insurance Holdings Inc
Square 1 Financial Inc
Otonomy Inc.
Installed Building Products I
Tribune Publishing Company Comm
Cempra Inc
Heritage Insurance Holdings
Intersect Ent Inc.
United Insurance Hld
US Concrete
P.A.M. Transportation Services
The Bank of Kentucky Financial
Nathan's Famous
Norcraft Companies Inc
Reading International Inc
Calithera Biosciences Inc.
Hampden Bancorp
Entegra Financial Corp.
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High-speed Rail Now Connects Two of China’s Biggest Commercial Centers | TheNanfang
WE NEVER FLY ANYMORE BECAUSE OF THESE TRAINS
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Momo vs. Momo: China’s Tinder Fights for Its Name - China Real Time Report - WSJ
"China’s popular dating app Momo prepares for an initial public offering in the U.S. on Thursday" ... NOT A WORD ABOUT "DATING" IN THE PROSPECTUS ... SMART CUTE GIRL IN BAR WRINKLED NOSE WHEN SHE SAW MOMO ON MY IPAD (I TOLD HER I'D NEVER SET IT UP, ON THERE FOR RESEARCH PURPOSES LOL)
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Guest post: what if conventional wisdom on China is wrong? | beyondbrics
ROTHMAN ... I'M BULLISH ON THE CHINESE PEOPLE, BEARISH ON THE GOVERNMENT ... HARD TO SAY WHAT WAY IT WILL ULTIMATELY GO
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"@niubi: The CCDI should have a page with pictures of the officials, like the FBI ten most wanted, and should be distributing the information all over the Los Angeles and San Francisco areas, as well as Canada, Australia, and London." ... AND DON'T FORGET LOVELY NEW ZEALAND!
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The Most Expensive Home for Sale in Every State
GREAT POST ... NORTH DAKOTA TO CALIFORNIA
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40 Most Groundbreaking Albums of All Time
LISTEN TO THEM ALL FOR FREE IN THE SPOTIFY ERA (except the beatles thx to Leo Epstein)
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Most insane ski line EVER - YouTube
TRUST FUND KID
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BENJAMIN EDELMAN ...
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Renting Now Half as Affordable as Buying in the US
DOESN'T MATTER IF YOU'RE DROWNING IN DEBT
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Conn’s: The Worst Case Scenario - Stocks to Watch - Barrons.com
"bad debt provisions that were substantially higher than we had anticipated ... Our confidence is shattered."
DIDN'T PAY ATTENTION TO THE "YE$ MONEY" BUTTON ON THE WEBSITE
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THINKING YOU FORGOT THE PERIOD AFTER ROMANIA
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" his bias for bullish oil bets has not panned out. Phibro suffered its first annual loss in over a decade in 2011. Hall has managed to sidestep the worst of the oil price rout in recent months, leaving Astenbeck with a 1 percent gain in November and a 7 percent rise year-to-date, according to his Dec. 1 letter to investors seen by Reuters on Tuesday."
SIDESTEPPED THE ROUT EH?
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"Jeffries’s dogs -- identified in the document as Ruby, Trouble and Sammy -- had different seating arrangements based on which ones were traveling."
WOOF!
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"I’ve been tracking geotagged tweets from Twitter’s public API for the last three and a half years. There are about 10 million public geotagged tweets every day, which is about 120 per second, up from about 3 million a day when I first started watching."
SWEET
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"Economist Nouriel Roubini Accidentally Tweets Booty Call" who is wenjie? gawker.com/economist-nour…
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MY COPY OF THE BLOOMBERG WAY STILL UNSIGNED
Update on Recent Ideas
Dead wrong about the IWM reversal being bullish ... running a disinformation campaign against myself ... anyway, BABA didn't trigger yesterday given the terrible tone ... broad tailwinds helped QCOM and KEY shorts.
Try Try Again In Alibaba
Alibaba was my long idea from the other day and the worst possible thing happened to it... price drops, picks off everyone down to $101.20 then reverses on a dime and flies closing at $107.50. Not nice. I'm still bullish on it, still see $120s for sure, just realize that you can't trade it like a big dummy.
KEY Short Entry Points Give Little Joy
Whipsawy day, tone was poor at the get-go but went positive before lunch and then rallied hard ... not nice to short into ... entries under 12:40, 13:15 and 13:40 bars the "obvious" spots to this old dog ... widest stop 13.97.
After-hours Blues
BLUE is a biotech stock ... not sure what the news was but it must have been good. :-) If there were an "axe" on Twitter I could ask in real-time after-hours about these things, it would be nice.
Links for 2014 12 09
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BBC News - Kenya breaks 'Chinese-run cyber crime network'
"The group had been preparing to "raid the country's communication systems" and had equipment capable of infiltrating bank accounts, Kenya's M-Pesa mobile banking system and ATM machines, according to Kenya's privately owned Daily Nation newspaper."
WHAT? DOESN'T MAKE ANY SENSE...
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Five Charts That Show China’s Stock Boom Is Unprecedented - Bloomberg
TURNOVER ONE THE MOST INTERESTING ... EVERYONE I ASK TELLS ME IT'S GOING BACK TO 6000 SO YOU KNOW WHAT THAT MEANS ;-)
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"据记者在现场了解，是金吉通投资管理有限公司和丹尼斯投资公司的部分员工和客户一起在进行维权。"
GOD ONLY KNOWS WHAT GOES ON OUT IN THE PROVINCES
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Documentary on the 1994 Karamay Fire
"The film is 6 hours long and runs without any narration or musical score which, as boring as that sounds, must be captivating because the reviews are all positive so far."
SOUNDS LIKE A NIGHTMARE (LIKE THE FIRE ITSELF)
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谷俊山涉案案值300亿元 ... SCRUBBED ... 300 YI AN IMPRESSIVE NUMBER
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China's stock mania decouples from economic reality - AmBevPritch
"Any Xie, from Caixin, says it will be impossible for China to deflate its epic bubble painlessly. He says house prices will fall by half from their peak in 2011. Massive bad loans in the banking system will have to be written off. “China must stop the debt-capacity spiral. Continuing it provides no way out,” he said."
NOT JUST ANY XIE BUT ANDY XIE ... IN HINDSIGHT WE SHOULD HAVE SOLD OUT AT 68000 / SQM IN 2011, OH WELL
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Parable of the Polygons - a playable post on the shape of society
"In fact, every polygon prefers being in a diverse crowd" ... NO WE DON'T
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The 10 Best TV Shows of 2014 -- Vulture
HANNIBAL
OLIVE KITTERIDGE
PRIVATE VIOLENCE
LAST WEEK TONIGHT WITH JOHN OLIVER
THE MISSING
THE AMERICANS [DIDN'T HOLD MY INTEREST]
MAD MEN [YES, LIKED IT]
TRUE DETECTIVE [HAD SOME GOOD BITS BUT ULTIMATELY DISAPPOINTING]
COSMOS: A SPACETIME ODYSSEY
THE ROOSEVELTS: AN INTIMATE HISTORY
ONLY SEEN THE ONES I MADE NOTES TO
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Berkshire Hath Hld B
Wells Fargo & Company
JP Morgan Chase & Co
Visa Inc
Walt Disney Company
Home Depot
Amgen Inc
Abbvie Inc. Common Stock
Mastercard Inc
Celgene Corp
21St Century Fox Class A
21St Century Fox Class B
Medtronic Inc
Abbott Laboratories
Lowe's Companies
Express Scripts
Starbucks Corp
Blackrock
Danaher Corp
Fedex Corp
Mckesson Corp
Asml Holding N.V.
PNC Bank
Covidien Plc.
Regeneron Pharmaceuticals
Delta Air Lines Inc
Ace Limited
Illinois Tool Works Inc
Franklin Resources
Stryker Corp
Reynolds American Inc
The Travelers Companies Inc
Hca Holdings Inc. Common Stock
Aetna Inc
Air Products and Chemicals
Kroger Company
Allstate Corp
Northrop Grumman Corp
Cardinal Health
Cigna Corp
AON Plc
Te Connectivity Ltd
Avago Technologies
Hilton Worldwide Holdings Inc.
Ameriprise Financial Services
Chubb Corp
Synchrony Financial
Western Digital Corp
Sherwin-Williams Company
United Continental Holdings
Marriot International
Cerner Corp
Humana Inc
Edison International
Amerisourcebergen Corp
Nidec Corp
Omnicom Group Inc
Zimmer Holdings
Autozone
Royal Caribbean Cruises Ltd
Amphenol Corp
Northeast Utilities
Fiat Chrysler Automobiles N.V.
Edwards Lifesciences Corp
Credicorp Ltd
Citizens Financial Group Inc/Ri
Biomarin Pharmaceutical Inc
Essex Property Trust
C.R. Bard
Henry Schein
Wisconsin Energy Corp
Expedia Inc
Mohawk Industries
Advance Auto Parts Inc
Jazz Pharmaceuticals
Pall Corp
Wyndham Worldwide Corp
Church & Dwight Company
ING US Inc
Norwegian Cruise Line Holdings
Sensata Technologies Holding N.V.
Sealed Air Corp
Raymond James Financial
Dentsply International Inc
Darden Restaurants
Alleghany Corp
Pinnacle West Capital Corp
Alliant Energy Corp
W.R. Berkley Corp
Sei Investments Company
Mednax Inc
RPM International Inc
Spirit Aerosystems Holdings
Spirit Airlines Inc
Ingredion Inc
Integrys Energy Group
Reinsurance Group of America Inc
HD Supply Holdings Inc
Partnerre Ltd
Hain Celestial Group
Cubist Pharmaceuticals
Gentex Corp
Mallinckrodt Plc Ordinary Share
American Financial Group
Live Nation Entertainment
Hcc Insurance Holdings
Axis Capital Holdings
Spectrum Brands Holdings
Smith [A.O.] Corp
Kar Auction Services Inc
Graco Inc
Rollins
Brunswick Corp
Lennox International
Springleaf Holdings Inc
Rlj Lodging Trust
SS&C Technologies Holdings
Equity Lifestyle Properties
Dexcom Inc
Erie Indemnity Company
Northstar Asset Management Grou
Retail Properties of America
West Pharmaceutical Services
Steris Corp
Validus Holdings
Tyler Technologies
Watsco Inc
Brinker International
Servicemaster Global Holdings I
Agios Pharmaceuticals Inc
Berry Plastics Group Inc
Maximus Inc
Hawaiian Electric Industries
Vail Resorts
Cavium Inc
Pebblebrook Hotel Trust
Cracker Barrel Old Country Store
Acadia Pharmaceuticals Inc
Manhattan Associates
Bright Horizons Family Solutions Inc
Portland General Electric Company
Primerica Inc
Enbridge Energy Management Llc
Endurance Specialty Holdings Ltd
WGL Holdings Inc
Allegiant Travel Company
Newjersey Resources Corp
First Citizens Bancshares
Marriot Vacations Worldwide Cor
Cimpress N.V.
Impax Laboratories
Group 1 Automotive
Dupont Fabros Technology
Exact Sciences Corp
One Gas Inc.
Papa John's International
Caci International
J & J Snack Foods
Monolithic Power Systems
Mueller Industries
Chesapeake Lodging Trust
Hudson Pacific Properties
Cantel Medical
Spansion Inc
Proofpoint Inc
American Assets Trust
Lands' End Inc.
Ptc Therapeutics Inc
Examworks Group
Anacor Pharmaceuticals
Fiesta Restaurant Group Inc
Karyopharm Therapeutics Inc
Dominion Diamond Corp
The Spectranetics Corp
Dplo
Achillion Pharmaceuticals
Fibrogen Inc
Chimerix Inc
Great Western Bancorp Inc.
M/A-Com Technology Solutions Ho
Hawaiian Holdings
Phibro Animal Health Corp
Bluebird Bio Inc
Noah Holdings Ltd
Qualys Inc
Omnicell Inc
Wd-40 Company
Quaker Chemical Corp
Sage Therapeutics Inc.
The Navigators Group
Summit Hotel Properties
Independent Bank
Avalanche Biotechnologies Inc.
Chatham Lodging Trust [Reit]
Depomed Inc
Nevro Corp
Fcb Financial Holdings Inc.
Tetraphase Pharmaceuticals Inc
Coresite Realty Corp
New Media Investment Group Inc.
Omeros Corp
Esperion Therapeutics Inc
Aerie Pharmaceuticals Inc
Ovascience Inc
Universal Insurance Holdings Inc
Aac Holdings Inc.
Square 1 Financial Inc
Installed Building Products I
Boot Barn Holdings Inc.
Zafgen Inc.
Cempra Inc
United Insurance Hld
Re/Max Holdings Inc
P.A.M. Transportation Services
Ocular Therapeutix Inc
The Bank of Kentucky Financial
Vectrus Inc. Common Stock
Allied Motion Technologies
Atlas Financial Holdings Inc
Access National Corp
Calithera Biosciences Inc.
Affimed Therapeutics B.V.
Monroe Capital Corp
Nv5 Holdings Inc
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A Fake Tinder Profile Followed Me Around The Internet And Taught Me About Race And Class
"To matter in America, you can be so many things — so long as you’re not poor."
YOU'VE GOT TO BE ABLE TO BUY STUFF
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NERD HUMOR WITH PUPPIES
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GOTTA BE A GAG
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You can’t detox your body. It’s a myth. So how do you get healthy?
"There’s no such thing as ‘detoxing’. In medical terms, it’s a nonsense. " ...
LIKE COLON CLEANSING LOL
85 Ideas In Chronological Order
BusinessWeek recently did a piece called The 85 Most Disruptive Ideas in Our History, which annoyed me because they didn't present them in chronological order, so here they are:
- 1930 Refrigeration
- 1933 Fixed-rate Mortgage
- 1934 TV
- 1935 Social Security
- 1936 Name-brand Jeans
- 1937 Whiteboard
- 1937 GDP
- 1937 IS-LM
- 1940 The Jeep
- 1941 The Manhattan Project
- 1941 Teenage Consumers
- 1946 Venture Capital
- 1947 Polaroid
- 1947 AK-47
- 1947 Microchips
- 1948 Contact Lenses
- 1948 Barcode
- 1948 Information Theory
- 1950 Credit
- 1954 Kitty Litter
- 1954 McDonald's
- 1955 Parkinson's Law
- 1956 Shipping Container
- 1956 Corporate Campus
- 1956 The Organization Man
- 1957 High-fructose Corn Syrup
- 1958 The Jet Engine
- 1959 Motown
- 1959 Modem
- 1959 Commercial Infant Formula
- 1960 The Pill
- 1960 OPEC
- 1962 Wal-Mart
- 1964 Southern Strategy
- 1965 Singapore
- 1965 Green Revolution
- 1967 The Super Bowl
- 1968 The Cubicle
- 1970 Securitization
- 1970 Shadow Banking
- 1970 Shareholder Value
- 1970 Workplace Safety
- 1971 Starbucks
- 1971 E-mail
- 1972 Atari
- 1973 Black-Scholes Model
- 1973 Telecommuting
- 1974 Laffer Curve
- 1975 Free Agency
- 1975 Billable Hours
- 1975 Hollywood Blockbusters
- 1976 VCR
- 1976 Apple
- 1976 Sexual Harrassment
- 1977 Bottled Water
- 1978 Outsourcing
- 1978 The 401(k)
- 1979 ESPN
- 1979 One Child Policy
- 1980 Cable News
- 1982 Personal Fitness
- 1983 GPS
- 1984 Sportswear
- 1985 Air Jordans
- 1986 Perestroika
- 1987 PowerPoint
- 1988 Global Warming
- 1988 Al-Qaeda
- 1989 Junk Bonds
- 1991 Open Source
- 1993 HTML
- 1994 Amazon.com
- 1995 eBay
- 1997 The Innovator's Dilemma
- 1998 High-frequency Trading
- 1998 Google
- 1999 Napster
- 1999 The Euro
- 2000 Gay Marriage
- 2000 DNA Sequencing
- 2003 The Poverty Lab
- 2004 Facebook
- 2005 YouTube
- 2006 Twitter
- 2007 Smartphone
Walking Through QCOM Play
The short idea from the other day (QCOM) is working out and I thought I'd walk through a day trader's approach to a swing trading idea.
If you're sitting in front of a screen all day (or night) long, you can really dial down your risk by monitoring tiny time frames (like the three- and five-minute charts) and spot low risk spots to enter. A dentist swing trading this has her stop up above $74.84 because she doesn't have the time to watch every tick. A day trader can put on a huge position because her stop is so tight, or she can start small but build up very fast to huge as things clearly go her way.
Countertrend KEY Turns
I look at that entire recent rally in KEY as a countertrend move which has now come to an end ... I'd like it to give everything back. Look at RF or FITB among other regional banks for confirmation. If the set-up fails, that's also valuable information and will show that the rotation into financials has legs.