Showing posts with label Day before the Fed. Show all posts
Showing posts with label Day before the Fed. Show all posts

Tuesday, April 29, 2008

MA killed... Will FSLR follow?

Looking at MA. Its more apparent to me that it has more growth than V. sigh.

FSLR is the big dog in solars. And they always seem to impress on earnings day. All the oil talk fuel FSLR and Ags.

Tomorrow the fireworks begin with the FED. ANYTHING... and I mean ANYTHING positive will fuel another rally. Today was proof. Consumer confidence, Foreclosures, at highs and yet the market remains stable, even green for some...

Well, i'm sitting on V. i wonder if i should hold it past the FED meeting. The Gross National stuff will point us in a direction, but that will change quickly come 2:15pm EST.

Tuesday, October 30, 2007

Ahead...The Fed...

I woke up again...to find what was possibly a missed opportunity. 17% gain on AAPL Dec175calls... And getting out of BIDU Nov470calls with a 9% loss(very acceptable). But alas i slept through it and caught the tail end. If i were a genius, i could have sold those positions - and bot cheaper calls, moving a strike out while decreasing invested risk.

The fact is, whatever the FED wants to do, i think AAPL will go up with holiday buying here... it was the only stock i could confidently position prior to the FED because of the customer base it serves (fanatics, people who donʻt mind buying "cool", or just filthy rich people).

But i do welcome the cut...i will buy calls in:
-AAPL(more), GOOG, VMW, RIMM, STP(china/metal), BIDU.

2:15pm (10am HST) is when the craziness begins. I canʻt wait til daylight savings starts next week. hopefully, we also trade into the most bullish time of the year! (Nov, Dec, Jan). So, thereʻs no rush here i was willing to wait til Friday for things to pan out.