• Portfolio Management for July 25, 2014

    I did not dare to short the markets yesterday and the only trade that I took was a 1/2 long TBT position. I am not too convinced though...

    For today, I will be absent for the most of the trading day and will return in the afternoon.

    I do not expect to act, except maybe to buy weakness in one of the stocks below. SSYS and MGM look interesting.

    On the short side, the most interesting stocks, shown in blue, publish earnings next week. This is probably why they technically look interesting: funds want to lower their positions ahead of earnings. Avoid these stocks!