Jaguar Java episodes:

• February 25, 2020Have we seen the peak in fear of coronavirus? Congratulation on $NIO which is up +30% in premarket; Bullish case on former top pick $FISV ahead of analyst day on March 25th

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• February 24, 2020Business conditions are shutting down globally in response to coronavirus; Expect more selling pressure on recreational and logistics group $MAR $HLT and $BKNG which reports on Thu

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• February 21, 2020Uninterrupted strong flows continue in $TLT and $GLD, a relationship I discussed in detail in webinar this week; Earnings preview for $PGNY a pick from Jaguar Q1 Outlook reports on Mar 5th

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• February 20, 2020Watch crude oil as it continues to bounce and $PXD is favorite long; China is considering extending EV subsidies beyond 2020 bullish for $NIO that is breaking out from wedge

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• February 19, 2020$ZM now $100+ and we covered this in yesterday's podcast; $SE higher after filing application for digital banking license in Singapore; Expect strong quarter from $NTES next week

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• February 18, 2020$AAPL guidance cut and Dept of Comm stricter rules are creating cloud in $SMH Semi sector; Sony is removing telework caps on 52,000 employees which is bullish for $ZM breaking out from bull flag

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• February 13, 2020$CMI $LEA $VC $GM Watching China auto supply chain for breakdown with IHS Markit suggesting Q1 production to be down -30%; Technical view in $IDXX as it sets for breakout thru $290 resistance

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• February 12, 2020Deeply oversold $XOP $XLE Energy Sector to bounce with crude +2.4%; Health insurers are bouncing after New Hampshire results and $XLV sets up for breakout; Strong channel checks on $PLAN from RBC

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• February 11, 2020Reviewing $MELI earnings report; $SPLK is expected to get large DoD order; $FB is launching WhatApp Pay in India with 450M users; Expect $SAM to breakout thru $400/share

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• February 10, 2020Goldman is upgrading $SMPL to Conviction Buy; $MELI earnings preview ahead of earnings tonight; BAML expects $BA 737 Max to return to service in summer and recommending buying June call ratio

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