Macy's Inc (M)

I am offering (slightly above last sales) shorts in , , , and . I am bidding (slightly below last sales) longs in , and .

It's another day of small individual stock price changes. Today (at around noon), compared to -400 breadth on Monday, there are about 100 more advancers over decliners. Bonds are well bid and yields are about two basis points lower. Oil is a schmeis...

* I remain substantially underweighted in retail as the U.S. retail market remains overboxed * I am long the disruptor, Amazon and I find value in Macy's (adding now) The retail industry continues be disrupted, post haste. There is still far too muc...

To state the obvious, the and disappointments are putting a pall under the retail space. My Trade of the Week, Macy's (which was looking great technically), is being penalized. I just added at $15.30. On Thursday M will report - I expect a small los...

Monday saw another (albeit small) market advance -- with a narrow trading range. It was good action for the bulls considering the incremental trade news. Also, we heard a lot of noise but nothing definitive: * Breadth was negative -- with around -40...

A few weeks ago I moved my only retail position, Macy's , from medium sized to a large sized position - partly due to fundamentals (they stink but appear to have stabilized) and improving technicals. As well, the company's large (asset value of abou...

* Breadth was slightly negative on the day. * Gold and bond prices were down bigly. * The S&P closed near the day's low -- but nothing dramatic. * Retail (Macy's +5%) and financials were upside features. * Boeing up off a well received CNBC (+$7) in...

Macy's , the object of my recent affection, picked up a bid (along with retail) and is trading +5%. The rotation into retail is impressive considering the flat market. Note the bounce off 200-day moving average (arrows). Perfect backtest?

I noted back in late October that retail stocks looked better technically. Mikey (BadGolfer) and others have said the same in our Comments Section.  As mentioned, I continued to buy the weakness in Macy's over the last few weeks.  Its now a large lo...

I just got a MACD buy signal on Dillard's . Yup, that's technicals from a fundamentalist. Seriously though, the retail sector has been improving. I continue to add to Macy's .

I am adding small to Macy's . I have no catalyst - in fact, I wouldn't be surprised if the dividend is cut. But, a cut my be discounted at current levels.

Retail continues to catch a bid - with and (my two faves) moving higher again today.

* Only three of eleven S&P sectors are viewed as attractive * I am in a risk off state of mind. Back in 2015 I instituted a new regular feature called "Sectors," in which I periodically offered my short-term (6-12 months) price outlook for each of t...

I just made the first trades of the day: * I added to my short at $140.94. (TLT is up by nearly +$5/share in the last few trading days). * I added to my Kraft Heinz  long at $28.18. (As I wrote, 3G's sales of a small portion -- 25 million shares -- ...

* I continue to trade opportunistically and unemotionally - with a calculator in one hand and a contrarian viewpoint on the other hand * The overnight +20 futures rise (China trade-related) has been reversed to a gain of only 3 handles by 6: 30 am *...

Here we go kids, approaching the end of the trading day and earnings from Dave & Buster's , GameStop and RH . -- With GameStop investors will want to see how the company continues to navigate the impact of the mobile gaming market as well as new str...