From the Desk of Kimmy Sokoloff

It was a very mixed tape overall today.

The $STLD short I previewed in the Morning Briefing worked out...

Today’s Hot Corner is a short one.

Point72 Asset Management filed a 13G for Chewy $CHWY revealing an initial stake of 5.80%.

From the Desk of Kimmy Sokoloff

We're seeing a slight bounce this morning after yesterday's sell-off.

It's monthly options expiration today, so things could get volatile.

From the Desk of Kimmy Sokoloff

It was tough sledding for tech names, yesterday and today.

Time will tell if this pull-in will be bigger than previous ones...

Monday night, we held our July Monthly Conference Call, which Premium Members can access and rewatch here.

In this post, we’ll do our best to...

Today’s Hot Corner list is a short one.

Lockheed Martin Corporation $LMT director John M. Donovan filed a Form 4 revealing the acquisition of 548 shares of LMT, equivalent to $250,476.

From the Desk of Kimmy Sokoloff

We kicked off earnings season with $NFLX and $TSLA, and they're trading lower this morning.

We'll see if people buy the dip or sell the news. 

From the Desk of Kimmy Sokoloff

I've talked about how it's harder to find longs these days.

We had about two rug-pulls today for $SPY and...

Today’s Hot Corner list is a short one.

EcoR1 Capital Fund filed a 13G for Apellis Pharmaceuticals Inc $APLS revealing an initial stake of 5.40%.

From the Desk of Kimmy Sokoloff

All the indices have been on fire.

Earnings are coming up.

We'll see if the bar is low for them and they jump that hurdle or not.

From the Desk of Kimmy Sokoloff

Up and away we go, with new highs all around.

As the saying goes, we're overbought, but we can stay this way for some time...

Today’s Hot Corner list is a short one.

Director John D. Harkey, Jr. revealed a purchase of 100,000 shares, equivalent to $852,000, in Lions Gate Entertainment Corp $LGF.B.

From the Desk of Kimmy Sokoloff

It's another new day, and maybe more new highs.

It's getting harder to find longs.

We do get opportunities, but it's more difficult with things stretched like this.

From the Desk of Kimmy Sokoloff

It was kind of a range-bound day, though some names had nice movement.

$IWM and $QQQ led...

Today’s Hot Corner list is a short one.

The CEO of Calavo Growers $CVGW reported a purchase of 75,000 shares, equivalent to $2,275,500.

From the Desk of Kimmy Sokoloff

We saw decent reversals in a lot of names on Friday. I would think it was warranted, as a lot of names are extended.

I'll watch $SPY to see if it stays below the 449.60 level...