DuPont de Nemours Inc. (DD)

Mr. Market re-embraces the cyclicals today ( , , , etc.). This may support the notion that I am on the right track with my bond short.

I have received a number of questions about weightings and trading around positions. I recently posted this explanation in our Comments Section: In recognition that there is more uncertainty about market outcomes and that there are agents such as ET...

There are two separate and positive developments at Allergan over the last three days that should continue to buoy its shares, which were up $6 on Friday.  First, as I posted over the weekend: Allergan and the Tribe Have Spoken Sep 9, 2017 ' 9:29 AM...

Should investors and traders be reactionary by following and trusting stock prices, or should they be anticipatory and take advantage of the difference between stock prices and a derived calculation of intrinsic value? To me, one of the most difficu...

I added to my short exposure with add ons to longs ProShares UltraShort QQQ ETF   and  ProShares Trust UltraPro Short QQQ ETF and to iShares Russell 2000 ETF short. Bidding for SPDR S&P 500 ETF Trust  puts -- short dated. Reduced Hartford Financial ...

"Beware of false prophets, which come to you in sheep's clothing, but inwardly they are ravening wolves." -- Matthew 7:15-20   Am I the last short standing?   Examining reward vs risk in the church of what is working now.  I have seen this enthusias...

Yesterday's market advance was likely a function of a more dovish Janet Yellen (delivered without comment). It is clear that the Fed has no clue of where its neutral rate is. I continue to believe that domestic economic growth and corporate profit e...

"I never knew how easy the game of baseball was until I entered the broadcasting booth." -- Mickey Mantle While the markets were relatively flat there was a lot of subsurface action.   The Alternative to the Bullish View. I might be right I might be...

Raindrops on roses And whiskers on kittens Bright copper kettles and warm woolen mittens Brown paper packages tied up with strings These are a few of my favorite things" -- Julie Andrews, "My Favorite Things" I remain manifestly bearish in the belie...

"And if by chance an honest man like yourself should make enemies, then they would become my enemies. And then .... they would fear you." -- The Godfather Cue the music, maestro!   The Godfather, Part IV.   The Don is going to the mattresses -- alon...

"How does it feel, how does it feel? To be without a home Like a complete unknown, like a rolling stone." -- Bob Dylan, Like A Rolling Stone  "The Edifice Complex."   The message of the bond market is clear -- slowing inflation, economic growth and ...

Though the internals remain poor, Mr. Market continued higher for the sixth consecutive trading session. (More records.)   But, the harder they come the harder they fall.   More deep thoughts that modify my opening missive. Read it and think about i...

"If you work for a living, why do you kill yourself working?" -- Tuco, The Ugly: " The Good, the Bad and the Ugly" https://www.youtube.com/watch? v=AFa1-kciCb4 No "Takeaways" today as the action was another painfully boring, uneventful and with litt...

  Any day that starts with commentary by Sam Zell (on Squawk Box)... is a good day.  Energy Select Sector SPDR (ETF)  XLE goes on my Best Ideas List - long (at $67.05).  I like this contrary investment (not trading rental).   Allergan  fell after go...

"It's not a joke, it's a rope, Tuco. Now I want you to get up there and put your head in that noose." -- Blondie, " The Good, the Bad and the Ugly" No "Takeaways" today as I have I might be trading some of the earnings reports that will be released ...