WYMTW - Rotation & Earnings
Plus update from NYC & Surprise
Big numbers to start Q3 and more to come given what I think is the shift into September.
Moving on….
Later than usual but been busy in New York the last three days. As soon as I got in it's been non stop but finally had a chance to relax a bit today.
Met with a friend from RaboBank Thursday (pictured below) to talk markets and catch up. Always great to chat about markets and hear other perspectives.
Golfed with a friend of mine Matt out at his club in Glencove (thanks to Matt for having me) - didn’t play too well but was a good time.
Checked out Schwab (where I started back in 06), really to deposit a check I had to get to them and ended up chatting with some new blood there.
Hit up cigars (of course) and Tavern on The Green in Central Park - great burger and a must for anyone in NYC.
Overall a good trip…some photos below
Moving on…
I am still on market break for a few days and the LongVol Report will be out next Saturday.
There’s a surprise for members and new ones coming for this site (watch at the end of this weeks show)
Our firm is up and running so my time is going to be diverted more to that (still handling the research and the report) but that’s my next endeavor for the next 20 or so years so we’re building!
This week on The LongVol Show I discuss:
Notable articles from this week (Dividend stock and an alternative)
Rotation: The AST Alerts are 5 for 6 - I explain why July has worked and why the next 6 months are going to be moving.
Broad Market Outlook - I am looking for $520 still on SPY 0.00%↑
Earnings & Some Charts to Watch this Week - (Also Bearish NFLX 0.00%↑ )
This is not an offer or solicitation for securities….but it is an offer for you to get into the AST Alerts and TLV Report.