In Like a Lion


Ides of March, "in like a Lion", etc. Suits the weather here in NY and the market; sharp sell-off Monday saw limited follow-thru yesterday.

Today brings some S&P option and deriv rolls so could see some good two-way action.

Mkt leadership changing a bit - back to AAPL / FB / BA, less so now TSLA / NFLX / NVDA. Other good trading names have been SQ / ROKU / MU / AMD.

MoMo Algo is generating more sell signals. For mean-reversionists with longer time; Buy CVS / T / ENDP / MU and TSLA. Time to trim AMZN / JD / GOOGL.

Today I am looking to Sell V / TWLO & IBM.

Be a turtle. Go Slowly.