I’m going to be off for the rest of the week for July 4th holiday. If there’s anything cataclysmic (lol) on Friday after the jobs report, I’ll send out a separate brief update to members. Doubtful that market-makers will allow anything more than a -.1% red day to happen for the S&P 500 though.
Retail investors are probably getting impatient with China again. So I said “ah-HA”, this is the tradable entry for a 2-3% across BABA, PDD, TCOM, and KWEB. Nice rally we’re seeing today.
After I said I’m going to do market order on Visa and Mastercard, consumers all across America swiped (and maxed out) all their credit cards on this holiday to send both companies up +2-3% afterwards. Pretty big moves for financial names in the dow.
As for today, the market structure in tech continues to be buy every single micro dip possible.
So naturally, now that I have gotten my piece for the day, the market is probably going to moon again today.
Maybe even Pluto.
Hope you have a prosperous July 4th,
Larry
Important Links (Organized DCF Conclusion Studies By Indices)
Semiconductor SOXX ETF Top Stocks DCF Conclusion Studies (Newly Added - will add the other SOXX names in here shortly): https://larrycheung.substack.com/t/soxx-etf-top-10-dcfs
My focus: I now focus about 95% of my attention on price action when it comes to the indices. I would strongly encourage spending lots of “screen time” for folks who want to navigate the market.
Note: I publish Monday-Thursday. These are my opinions based on my own research and my model may or may not aligned to the market’s thinking. I have to repeat this in all my notes as there is an element of the unknown in today’s strange macro environment.
Share this post
7/3 Daily Plan: Moon Landing ahead of July 4th
Share this post
Hey Guys, informal note here with some parody.
I’m going to be off for the rest of the week for July 4th holiday. If there’s anything cataclysmic (lol) on Friday after the jobs report, I’ll send out a separate brief update to members. Doubtful that market-makers will allow anything more than a -.1% red day to happen for the S&P 500 though.
In the meantime…I’m gonna make yesterday’s note public for public readers to read (link here).
Some lit things happened afterwards:
Retail investors are probably getting impatient with China again. So I said “ah-HA”, this is the tradable entry for a 2-3% across BABA, PDD, TCOM, and KWEB. Nice rally we’re seeing today.
After I said I’m going to do market order on Visa and Mastercard, consumers all across America swiped (and maxed out) all their credit cards on this holiday to send both companies up +2-3% afterwards. Pretty big moves for financial names in the dow.
As for today, the market structure in tech continues to be buy every single micro dip possible.
So naturally, now that I have gotten my piece for the day, the market is probably going to moon again today.
Maybe even Pluto.
Hope you have a prosperous July 4th,
Larry
Important Links (Organized DCF Conclusion Studies By Indices)
Semiconductor SOXX ETF Top Stocks DCF Conclusion Studies (Newly Added - will add the other SOXX names in here shortly): https://larrycheung.substack.com/t/soxx-etf-top-10-dcfs
DOW Top Stocks DCF Conclusion Studies:
https://larrycheung.substack.com/t/dow-etf-top-10-dcfs
QQQ ETF Top Stocks DCF Conclusion Studies: https://larrycheung.substack.com/t/qqq-etf-top-10-dcfs
SPY ETF Top Stocks DCF Conclusion Studies: https://larrycheung.substack.com/t/spy-etf-top-10-dcfs
Conclusion Table on Dow and QQQ ETF Stocks
Conclusion Table Post (Link)
Link to DCF Full Archive: https://larrycheung.substack.com/t/dcf-modeling-fundamental-analysis
Link to Educational Guides: https://larrycheung.substack.com/t/educational-guides
Q&A: Why I focus on NQ as a primary market.
My focus: I now focus about 95% of my attention on price action when it comes to the indices. I would strongly encourage spending lots of “screen time” for folks who want to navigate the market.
Note: I publish Monday-Thursday. These are my opinions based on my own research and my model may or may not aligned to the market’s thinking. I have to repeat this in all my notes as there is an element of the unknown in today’s strange macro environment.