7/2- 30/2010 mkt summary

mkt made bottom(7/1 and 2, double bottom): dow near 9600, sp1011, nasdaq 2060. big rebound after that to after aa's er: dow1040, sp500: 1100 ; nasdaq 2260

1. most gain trading: a, bought dia july 98call at 1.1-1.2, dia readched 104, call became 6. spy are same(more voleme). better buy a few hundred and k call. 98-100call had the most.  b; fas 20july call at0.5(fas low at 17.75), to 4(fas 24), better buy hundred to kcall. c. just buy YM(low near (9530) to 10400. (better buy xo)
3. most strong sector: previous extremely oversold sector; solar(sol solf jaso tsl fslr yge csiq) and fertilizer stocks(fxe jupm from 1.2 to 1.3, just play option or currcy), cf agu pot mos mon

4. strong stocks: sem: soxl, apkt veco nvls altr ...airline: uaua cal lcc.. heavy machinse; cat joyg cmi..
5. oversold stocks; bp apc rig

6. best ferfomance etfx: edc soxl fas tna

pre-er trading can use big position. the patten is exactlt liks jas/aprrl, top after intc's er(july 16)





pre er trading: first buy 3xetf, dia/spy option or ym es near intc's er. sell 3xetf, option, swith to individual stocks. buy stocks near 5 days before er 1st, tech(aapl bidu nvls altr apkt crus brcm ), 2nd, heavy machiny(cat cmi de joyg bucy)/airline(uaua lcc cal) then ba related stocks(ba ait tie rti beav). buy Al related stocks after AA. if AA is good, buy cenx x rtp mtl clf.., wait a few days for btu's er, if btu is good, buy anr wlt pcx aci jrcc.if jnpr/ffiv's er is good, buy fnsr rvbd arun cien.... leader is oil sector: apl bexp exxi hal.. another sector is oversold small caps: yrcw, mbi mtg pmi rdn gnw( insure;s er is near ther end of april, july, so later play aig lnc hig met..) after weak euro and 3 weeks drop, July's 1st rebounce sectore is solsr)sol solf tsl fslr jaso yge csiq ldk) and fertilizer(cf mon mos agu), thsoe sectors better hold 3 weeks don't buy nas's gap up stocks after er in next 2 weeks, but better chase dow stocks after gap up wuth er.