Jaguar Java episodes:

• March 10, 2020Widening of IG spreads is suggesting 60% chance of recession. Still waiting for WH and Congressional leadership to provide fiscal response. Potential blow off top in $TLT and $VIX y'day

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• March 09, 2020If $SPX dips below 2763 (7% drop from Friday's close), trading will be halted for 15 minutes. If S&P falls below 2712 (20% from 52-week high) that means a bear market has now officially started.

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• March 06, 2020Stockpiling has started in the US; Conferences are being cancelled everywhere and room rate survey in Las Vegas is crashing big time; Bullish view on $AMD which has impressive analyst day yesterday.

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• March 05, 2020$8.3B emergency bill passed y'day for coronavirus provides $490M funding for telehealth bullish for $TDOC Teladoc; 50% funding directly benefits LSTs and our favorite currently is $LH LabCorp

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• March 04, 2020Medicare For All is dead! Check out strong price action in private insurance $UNH $CI $ANTM and pharmaceuticals today

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• March 03, 2020Be mindful today is Super Tuesday; It’s time to get long $FB with SensorTower checks for Instagram downloads coming very strong; $GRUB checks are absolute disaster.

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• March 02, 2020Market is oversold and in last two days I have bought 8 Longs and closed 4 Shorts. I am expanding my long book while everyone panics. Bullish preview for Impinj $PI that reports tonight.

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• February 28, 2020The bigger problem right now is not coronavirus,it is wealth destruction from collapse in financial markets. There needs to a bold, collective, global response from central banks and governments.

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• February 27, 2020No specific stock discussion. Just a run down of how coronavirus panic is gripping equity markets everywhere.

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• February 26, 2020Exchanges $CME and $CBOE are showing strong relative strength; $BA is reaching out to airlines to offer them simulation flight training for 737 Max, bullish for $CAE

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