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To: ItsAllCyclical who wrote (60131)10/14/2014 3:31:45 PM
From: 2MAR$  Respond to of 69300
 
Saudi/Russian price war could carry on down to 74/barrel, ( good job Vladamir huh?) .... $CL_F down $4 here near $80 but the juicy shorts have all been had.

My trading focusses on EMES & FANG mostly for both give some of the greatest moves, some of the bleeding stopped a bit this am with bounces on both, like to see SPY tag the full 10% correction down to 184.

Even with this sell off EMES did do a 14 bounce last friday off 73s so its one to catch, same this am, its the UVXY thats been paying off in spades last few days, now to see if they accummulate here with each pushdown towards that SPY 184, patience.

See what INTC says tonight, MCHP really downed the semis last week warning for the year in the chip sector.



To: ItsAllCyclical who wrote (60131)10/14/2014 3:40:27 PM
From: 2MAR$2 Recommendations

Recommended By
ItsAllCyclical
Solon

  Respond to of 69300
 
Meanwhile you go after some blimp valuations like this ALNY biotech that squeezed up twice to $90 last two days on this latest 3mo ramp...but comes a time when longs are going to lock in profs off almost a double, sell the news on phase II data & $6.5bil market cap and only 35mil revs.

Though we have seen some pretty pricey buy outs in the biotechs recent 12mos, this was begging to be shorted this am near 90, the big pharmas have probably cooled their jets on M&A for a while.

Good $6 fade, $90 was pretty obvious top here, fully valued to say the least, secret to shorting is always be the last short in, always be strategically late to the party....then like today lower the boom with heavier shrs knowing longs will surely lock it in ...this could go easily back to 4-5Bil & still be overvalued now 6.4bil.




To: ItsAllCyclical who wrote (60131)10/15/2014 3:11:07 PM
From: 2MAR$  Respond to of 69300
 
Here's the bounce on the SPY '182' after steady sell all am that completed just over 10% correction , UVXY mentioned was the trade & up another 6pts now hopped over onto SVXY, oil held an 80 test so trades into FANG EMES SPLK SCTY ...SLCA hit near 38 this am its dip them & see how far they go.



To: ItsAllCyclical who wrote (60131)10/16/2014 2:10:40 PM
From: 2MAR$  Respond to of 69300
 
Market bouncing after the full 10% correction, you may have faves but this is why I mentioned the oil sand play EMES for dips, paid the best today +$12 and a + 14% bounce.

SLCA came in with +11% so far, both had excellent upped guidance sales doing well, all up to the macro , adding this at $72 area paid well, you could see was far oversold. This was really a +$17 play always the best mover!




To: ItsAllCyclical who wrote (60131)10/17/2014 4:10:06 PM
From: 2MAR$  Respond to of 69300
 
EMES did almost $23 off that alert low of $72 on the market rebound, told ya one of the best bouncers

Wasn't ready for 100 but close enough, best bang here, oil wouldnt go lower than 80...lots of $$$$ here.




To: ItsAllCyclical who wrote (60131)10/22/2014 10:57:31 AM
From: 2MAR$  Read Replies (1) | Respond to of 69300
 
How did you like this bounce on $SPY off the 11% correction? Huge, EMES almost did $100 yest for 28pts total , oil stabilized with the SPX perfectly




To: ItsAllCyclical who wrote (60131)11/10/2014 8:52:20 AM
From: 2MAR$  Read Replies (1) | Respond to of 69300
 
$EMES was saved with oil $CL_F & bounced with $FANG fri too, nice $10 bounce here from friday low, whether a double bottom or not remains to be seen.

Kind of looks like one, what bounces on the UGAZ with the big freeze jet stream diversion hitting mid west again.