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Trade Ideas


The Trade Ideas page on today's Daily Note was accidentally left off.  Added today:  2.5% size short WFC, JPM and MSFT  long CMCSA, PEP.  Doubled to 5% size FB.  If you do not short stocks with my net positioning short represents my bias to the market at this time.  Sell into this upside move and position a little more into cash, it will look like a good idea in a few days.

 

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