--Jobs report- horrific, BUY IT!
--lockdowns, BUY IT!
--Low volume
--Liquidity concentrations continue to grow
----options flow moves several stocks
--Bonds take center stage after months of nothing!
----Rates to far too fast?
What’s working and what’s not-
MU
TSLA - vol will collapse
INTC
GS - do more of what works
MSFT
CAT - take the good with the bad
Do I want to be long?
IWM
XLE
MJ
XOP
F
GE
SPX Expected Move
--last week-- 70.49 (expected move)
--next week-- 64.56