• Portfolio Management for July 6, 2017

    I did not trade for the Portfolio since June 20. As a matter of fact, I only placed four trades last Month, for a small 1% gain. Even if I have a bearish view on the market, all the trades were to the long side and all of them were to buy oversold situations.



    The trade ideas for today are below. TMUS is interesting on the long side, but most of the more compelling ideas are on the short side, especially related to car parts after the earnings miss of ORLY yesterday.