–Jobs report- horrific, BUY IT!
–lockdowns, BUY IT!
–Low volume
–Liquidity concentrations continue to grow
—-options flow moves several stocks
–Bonds take center stage after months of nothing!
—-Rates to far too fast?
What’s working and what’s not-
MU
TSLA – vol will collapse
INTC
GS – do more of what works
MSFT
CAT – take the good with the bad
Do I want to be long?
IWM
XLE
MJ
XOP
F
GE
SPX Expected Move
–last week– 70.49 (expected move)
–next week– 64.56
