Thursday, June 25, 2015

Jun 25 2015

Another slow but nicely profitable day, with FB  providing juiciest trades

Session Time: Thu Jun 25 00:00:00 2015
[09:09] {RonS} gm
01[09:09] {@Threei}  ron :)
[09:17] {dino} gm
01[09:17] {@Threei}  dino :)
[09:21] {RonS} mei smoked...no interest here until 31.50
01[09:22] {@Threei}  - Greece PM Tsipras said to be given 05:00 ET/09:00 GMT deadline to reach a workable economic reform compromise plan with creditors to release €7.2B in aid. Otherwise creditors would present a plan to finance ministers for a 'take it or leave it' choice by Greece.
01[09:22] {@Threei}  grr... couldn't they give a deadline during market hours?
[09:26] {dino} wrld?
01[09:26] {@Threei}  Upside:
01[09:26] {@Threei}  -CBLI +99% (entered private placement agreement to issue and sell 6.5M shares at $3.87/shr to investor Davidovich)
01[09:26] {@Threei}  -MHR +16% (pursuing sale of Eureka Hunter equity ownership)
01[09:26] {@Threei}  -WGO +6.3% (earnings)
01[09:26] {@Threei}  -BKS +2.5% (earnings)
01[09:26] {@Threei}  -AMBA +2.3% (positive broker commentary)
01[09:26] {@Threei}  -ODP +1% (positive broker commentary)
01[09:26] {@Threei}  Downside:
01[09:26] {@Threei}  -MCP -37% (signed restructuring agreement with key creditors; confirmed Chapter 11 filing)
01[09:26] {@Threei}  -MEI -24% (earnings)
01[09:26] {@Threei}  -CREE -8% (Q4 & initial FY16 Rev guidance)
01[09:26] {@Threei}  -NCR -3% (reportedly wants $36/shr in any potential buyout deal but possible buyers are balking)
01[09:26] {@Threei}  -BBBY -2.7% (earnings; negative broker commentary)
01[09:26] {@Threei}  -NFLX -1.2% (negative broker commentary)
01[09:27] {@Threei}  WRLD ammendment to credit facility
01[09:27] {@Threei}  and downgrade
01[09:33] {@Threei}  sharp dive FB
01[09:33] {@Threei} Long Setup:  FB  .70 break
01[09:33] {@Threei}  If holds  .60
01[09:34] {@Threei}  change to .60 break
01[09:34] {@Threei}  wow
[09:34] {nemo} now that's a tail
01[09:34] {@Threei}  no kidding
[09:35] {RonS} Merkel .. discussions regarding the deal between Greece and their creditors are going backwards
[09:36] {nemo} Brussels meating ongoing
[09:36] {nemo} meeting
[09:36] {dino} lol
01[09:37] {@Threei} Long Setup:  FB  .50 break
01[09:37] {@Threei}  too fast
01[09:38] {@Threei} Long Setup:  FB  .40 break
01[09:38] {@Threei}  change to .30
01[09:39] {@Threei}  If holds  .20
01[09:39] {@Threei}  1:1
01[09:39] {@Threei}  finally caught one
01[09:40] {@Threei}  and even that was just a scalp
01[09:40] {@Threei}  lol
01[09:45] {@Threei}  (GR) EU official: Eurogroup talks "indefinitely suspended"; waiting for Greece to return with a better proposal - Confirms that there is no agreement in sight at this point
[09:46] {dino} its like double secret probation
[09:48] {dino} 07 throwing out lots of red
[09:50] {dino} caf drop
[09:51] {RonS} lol...hearing icahn may take hlf private... ackman would be screwed
01[09:51] {@Threei}  [HLF] Hearing strength attributed Pivotal research raises price target to $90 - Note suggests that the SEC may have completed its review of filing- Separately, hearing chatter Icahn could seek to take the company private
01[09:52] {@Threei} Long Setup:  DAL  43 break
01[09:52] {@Threei}  If holds  .90
[09:52] {dino} thats one way to win a long bet
01[09:54] {@Threei}  1:1
[09:55] {dino} caf sm l .02
01[09:56] {@Threei}  1:2
01[09:59] {@Threei}  1:3
01[09:59] {@Threei}  out
[09:59] {RonS} good one
01[09:59] {@Threei}  ty
[09:59] {RonS} twight zone material:  EU officials say the interruption to the meeting is a short break
01[10:00] {@Threei}  - France President Hollande: A deal for Greece is not too far off- Greece PM Tsipras: convinced we will come to an deal to overcome the crisis
[10:00] {RonS} twilight
01[10:00] {@Threei}  an deal?
01[10:01] {@Threei}  he is worse than I am at this
01[10:01] {@Threei}  my use of A and THE is atrocious but "an deal" is too far even for me
[10:02] {dino} wrld is odd, tightening credit line by 30m, and reductions in march, but thats a long way off
01[10:04] {@Threei}  Sat July 4 is International Free Hugs Day
01[10:04] {@Threei}  scared to ask...
01[10:05] {@Threei}  oh god
01[10:05] {@Threei}  For the past several years Marcia and I have brought our Free Hugs posters out to the Homecoming Statue at Ship Point to share hugs with both residents and visitors alike. We've hugged hundreds of people from over forty countries.
[10:06] {dino} how about a free beer day
[10:06] {RonS} thinkin they sell the "hugs not drugs" t-shirts...
[10:06] {dino} wrld vsm l .75
[10:06] {dino} gappy sucker, wide
01[10:07] {@Threei}  I just had a look at marcia's photo, ron... I'll take drugs
[10:07] {dino} bigger question is, can joey chestnut win again
[10:09] {dino} hca, thp, adept spike
[10:09] {dino} thc
[10:10] {dino} cyh
[10:10] {RonS} guess scotus can't read: O care subsidies upheld
[10:13] {dino} thc .50 brk s
[10:13] {dino} small
01[10:17] {@Threei} Short Setup: MCD  .40 break
01[10:17] {@Threei}  If holds  .50
[10:18] {dino} cov thc .09, +.40
[10:19] {dino} pulp
01[10:21] {@Threei}  Invalidated
01[10:23] {@Threei} Short Setup: FB  .30 break
01[10:23] {@Threei}  If holds  .30
[10:24] {dino} cyh sm s .09
01[10:27] {@Threei}  no go
[10:27] {dino} cov cyh .02, +.07
[10:29] {dino} thc sm s .67
[10:33] {RonS} IMF spokesman states that if Greece miss the June 30th payment they are not technically in default however expects Greece will pay
01[10:34] {@Threei}  hmmm
01[10:34] {@Threei}  (GR) IMF comments on Greece: Will not extend payment deadlines for Greece, Europe must offer debt relief for the bailout program - Greece could be in arrears if they fail to make the June 30 payment, EMU bailout bonds could be triggered in default as a result- WIll not disburse the bailout money for Greece unless the EMU promises debt relief
[10:34] {RonS} is there any integrity in this world?
01[10:34] {@Threei}  do they alternate their message depending on news outlet?
[10:34] {dino} thc stopped -.30
01[10:35] {@Threei}  (GR) EU's Dijsselbloem: Eurogroup meeting is over, door remains open for Greece to accept the proposals put forth by creditors - next Eurogroup scheduled for Sat morning
[10:35] {RonS} miles & meals....
[10:36] {RonS} cosmo decided the planet he is from ain't so bad after all...and went back...
01[10:37] {@Threei}  or just sat of his bag of kryptonite
01[10:37] {@Threei}  on
[10:43] {dino} cyh sm s .75
[10:46] {dino} cyh stopped .03 -.28
[10:52] {dino} last try thc sm s .77
[10:53] {dino} caf stop to .38
01[11:04] {@Threei}  In China Unscrupulous meat traders discovered selling 40-year-old beef, pork and chicken wings
01[11:04] {@Threei}  why not... aged beef
[11:05] {nemo} I miss anything?
01[11:06] {@Threei}  [11:04] {@Threei} In China Unscrupulous meat traders discovered selling 40-year-old beef, pork and chicken wings
[11:06] {dino} out caf .35, +.35
01[11:06] {@Threei} Long Setup:  IWM  .15 break
01[11:07] {@Threei}  If holds  .05
01[11:11] {@Threei}  1:1
01[11:15] {@Threei}  Newsweek: Putin's popularity reaches historic high among Russians
01[11:15] {@Threei}  141%?
[11:17] {dino} lol
01[11:17] {@Threei}  not a random number btw... his election organizers lost count in one of the regions and showed 141% voting for him :)
01[11:17] {@Threei}  it became a butt of many jokes since then
01[11:18] {@Threei}  Crimea sham referendum was labeled an utter failure after 93% result, with comments like "it's 48% below the mark"
01[11:21] {@Threei}  spoke to a friend in St Petersburg yesterday... she says it's beyond belief, brainwhasing machine is a smashing success of unimaginable proprotions
01[11:22] {@Threei}  people she knew all her life as smart, educated, reasonable, with highly developed critical thinking, started speaking with glassy eyes in phrases like "USA wants to destroy us, we have to protect ourselves, God is with us"
01[11:26] {@Threei} Long Setup:  FB  .50 break
01[11:26] {@Threei}  If holds  .40
01[11:30] {@Threei}  1:1
01[11:45] {@Threei}  Eurozone finance ministers held their fourth meeting in a week in another attempt to iron out a package of Greek economic reforms. Once again they were unsuccessful. After the meeting, German Chancellor Merkel that this weekend was the final chance for Greece, with a deal required before the market opened next Monday. The IMF reiterated that June 30th was Greece's hard deadline and the nation would be considered in arrears if it missed its payments at that time.
[11:53] {dino} cut them off and lets move on
01[11:57] {@Threei}  cosmo, you really shouldn't smoke while sitting on a box with kryptonite
01[12:17] {@Threei}  so, in an earthshaking turn, for the first time in many decades democrats won election in the most conservative province, Alberta
01[12:17] {@Threei}  (CA) Province of Alberta to double carbon fees over the next 1.5 years, to C$30/ton from C$15/ton currently - press - Will announce the results of royalty rates review soon that should be paid by oil and gas producers**NOTE: In early May, the New Democratic Party (NDP) won the provincial elections in Alberta province. NDP leader Rachel Notley promised to raise corporate taxes and to consider higher royalties on energy firms. -
01[12:35] {@Threei} Long Setup:  IWM  .85 break
01[12:35] {@Threei}  If holds  .80
[12:45] {cosmo} back...kryptonite has no effect on me
[12:45] {nemo} that sucks
[12:45] {nemo} for us
[12:46] {cosmo} sorry :)
01[12:47] {@Threei}  IWM is valid still
01[12:50] {@Threei}  (GR) Eurogroup: The Institutions are now in the process of assessing proposals from Greece; have some differing opinions on some issues
[12:59] {RonS} hifr becoming lowfr
01[12:59] {@Threei}  lol
[13:00] {RonS} dish dump
[13:05] {RonS} baby 600 day high... (guessing it's a crack baby...)
01[13:06] {@Threei}  hehe
01[13:13] {@Threei}  1:1
[13:19] {RonS} outr lower
[13:21] {RonS} mac 147 day low
[13:26] {RonS} wrld losing orbit
01[13:27] {@Threei}  and obrt losing world?
[13:29] {RonS} trannies spanked... .djt
01[13:40] {@Threei} Short Setup: FB  .20 break
01[13:40] {@Threei}  If holds  .30
[13:46] {RonS} hum halt...rumor aet takeout this weekend... ci in bidding as well
[13:49] {RonS} hum singing?  hum gone Pavarati?
01[13:54] {@Threei}  lol
01[13:54] {@Threei}  [HUM] Aetna nearing a deal to acquire the company in cash and stock deal; Cigna also interested but Humana board said to prefers AET as a partner - financial press - UNH and ANTM also may still be circling Humana and could submit their own bids.***Reminder: On May 29th, there were reports Humana was evaluating whether to sell the company, working with advisors. Aetna and Cigna were speculated as potential acquirers.Note: 06/16 HUM: Fear of being left out of M&A activity could prod HUM to soften negotiating position - press - still a very valuable asset with 3.1M Medicare Advantage plan members
01[13:57] {@Threei}  Invalidated  FB
01[13:57] {@Threei}  be back in 40
[13:58] {nemo} did HCA pop on a buyout rumor?
[13:58] {dino} oboma ruling imo
[14:10] {RonS} wow, computer crashed...first time, w/ bluescreen of death
[14:16] {RonS} test
[14:32] {nemo} AAPL no support until 127
[14:37] {dino} mdco
01[14:37] {@Threei}  MDCO Said to be looking at alternatives for European unit - press
01[14:50] {@Threei}  wow... Ron got hit by gremlins
01[14:51] {@Threei} Long Setup:  FB  .90 break
01[14:51] {@Threei}  If holds  88
01[14:54] {@Threei}  1:1
01[14:54] {@Threei}  lol... that was .10, not .90
01[14:54] {@Threei}  fingers and brain are disconnected
06[14:55] * dino slaps Threei around a bit with a large trout
01[14:55] {@Threei}  thanks, needed that
[14:57] {dino} np
01[14:57] {@Threei}  NATO member states may revise policies on lethal arms for Ukraine if Russia violates Minsk agreements
01[14:57] {@Threei}  IF??
01[14:57] {@Threei}  it violated them from day one
[14:57] {dino} yes
01[14:58] {@Threei}  1:2
01[15:04] {@Threei}  1:3
[15:06] {dino} gj
01[15:07] {@Threei}  ty
[15:24] {dino} gn all
01[15:24] {@Threei}  see you tomorrow
01[15:26] {@Threei}  http://www.arrestinglight.com/blog/2015/6/world-through-the-fish-eyes

Wednesday, June 24, 2015

June 24 2015

Despite slowness, very nice trading session as a few trades worked to juicy gains, with just one stop.

Session Time: Wed Jun 24 00:00:00 2015
[09:02] {RonS} gm
01[09:02] {@Threei}  ron :)
01[09:29] {@Threei}  Upside:
01[09:29] {@Threei}  -CPXX +23% (positive results from Phase 3 CPX-351 study)
01[09:29] {@Threei}  -MEET +22% (guided Q2 R higher)
01[09:29] {@Threei}  -GBSN +11% (wins NIH grant to develop direct from whole blood test for deadly CRE superbug)
01[09:29] {@Threei}  -LEN +5.3% (earnings)
01[09:29] {@Threei}  -KERX +2.4% (Two National Insurance Providers Added Auryxia to Their Medicare Part D Formularie)
01[09:29] {@Threei}  -NFLX +2.2% (7-1 stock split)
01[09:29] {@Threei}  Downside:
01[09:29] {@Threei}  -TTHI -65% (data
01[09:29] {@Threei}  -ADHD -15% (results from Phase 2 trial of MDX for fragile X syndrome did not meet endpoints)
01[09:29] {@Threei}  -BLOX -6.4% (no news seen)
01[09:29] {@Threei}  -FIT -4% (profit-taking)
01[09:29] {@Threei}  -FTNT -3% (negative broker commentary)
01[09:29] {@Threei}  -FEYE -2.2% (no news seen following last night's positive Mad Money mention)
01[09:29] {@Threei}  -BLUE -2% (pricing of 2.9M share offering)
[09:29] {nemo} when?
[09:29] {nemo} NFLX stock split
[09:30] {RonS} 7/15
01[09:30] {@Threei}  Netflix stock will begin trading regular way at the post-split price on July 15, 2015.
01[09:32] {@Threei} Short Setup: FB  .85 break
01[09:32] {@Threei}  1:1
[09:34] {nemo} sheesh AAPL
[09:38] {dino} ftnt
[09:38] {dino} sm l .06
[09:39] {dino} stop is lod brk
[09:39] {dino} should've waited, right nemo
[09:40] {nemo} yep
01[09:40] {@Threei} Short Setup: AIG  .15 break
01[09:40] {@Threei}  If holds  .25
[09:42] {dino} rinsed
[09:42] {nemo} AAPL gap fill .59
[09:45] {dino} ftnt sm l .00
01[09:45] {@Threei} Short Setup: FB  .60 break
01[09:45] {@Threei}  If holds  .70
[09:46] {nemo} ATHs
01[09:46] {@Threei}  1:1  FB
01[09:46] {@Threei}  1:2
01[09:47] {@Threei}  1:3
[09:48] {nemo} probably goes to .15
01[09:48] {@Threei}  AIG to .21
01[09:53] {@Threei}  here is FB at that .15
01[09:53] {@Threei}  good read
[09:53] {nemo} ;-)
[09:54] {dino} feye sm l .48
[09:55] {nemo} this high is important dino
[10:00] {dino} out feye .80, +.32
[10:04] {dino} out ftnt .31, +.31
[10:10] {dino} ftnt sm l .15
[10:10] {dino} afop pulp
[10:11] {dino} down
[10:11] {dino} everything dropping
[10:12] {dino} xon drop
[10:13] {dino} feye sm l .35
[10:15] {dino} anac spike
01[10:16] {@Threei}  1:1  AIG
[10:21] {dino} wow anac
[10:25] {dino} out ftnt .45, +.30
[10:31] {dino} out feye .70, +.35
01[10:34] {@Threei}  wtg
[10:34] {dino} ty
[10:42] {RonS} icahn announceout of nflx
[10:42] {RonS} +space  :)
01[10:42] {@Threei}  and in AAPL
01[10:43] {@Threei}  [NFLX] Carl Icahn tweets: Sold last of our $NFLX today. Believe $AAPL currently represents same opportunity we stated NFLX offered several years ago.
[10:47] {nemo} that why aapl running?
01[10:47] {@Threei}  probably
01[10:47] {@Threei}  http://news.nationalpost.com/news/canada/winnipeg-police-helicopter-accidentally-broadcasts-explicit-conversation-to-people-on-ground
[10:49] {RonS} LL squeezing
01[11:03] {@Threei}  1:2  AIG
01[11:03] {@Threei}  man, they take some serious patience
[11:16] {dino} indeed
01[11:24] {@Threei}  http://www.washingtonexaminer.com/new-study-electric-cars-may-be-worse-for-the-environment-than-gas-powered/article/2566847
[11:31] {RonS} zmh
[11:31] {dino} zmh spike
[11:31] {RonS} FTC SAYS REQUIRES MEDICAL DEVICE COMPANY ZIMMER HOLDINGS, INC. TO DIVEST ASSETS AS A CONDITION OF ACQUIRING BIOMET, INC.{
[11:32] {RonS} syk pop
[11:35] {RonS} snn pulp over zmh
[11:37] {RonS} strange action... how many companies can zmh sell assets to?
[11:38] {dino} indecision snn
01[11:38] {@Threei}  FSLR Hearing vague renewed takeover chatter- GE rumored as a potential acquirer
[11:38] {RonS} thinkin that's the 4th time they've run that around...
01[11:39] {@Threei}  {GE} folks, it's probably cheaper to buy them than contonue denying the rumor...
[11:41] {RonS} and just think of the frequent flyer miles:  Greek twitter ANEL Spokesperson urging Tsipras to leave Brussels; says they'll beg him to go back.  .. Translation from Greek NikNikolopoulos Twitter account
01[11:41] {@Threei}  lol
[11:44] {RonS} rotflol...tweeted: "I've been spelling Erica wrong my whole life"  then shows a screen shot of tv news story w/ black lady...name... Airwrecka McBride
[11:44] {dino} lol
01[11:45] {@Threei}  oh god
01[11:45] {@Threei}  lol
[11:46] {dino} phonics?
01[11:51] {@Threei}  Midway through the European session, there were headlines stating that PM Tsipras said that the Europeans had rejected the latest concessions from Greece, while other officials said the creditors' stance suggests that they don't really want a deal. Another round of counterproposals were exchanged and Greece reportedly rejected them, although the state of play remains somewhat opaque this morning.
[12:41] {nemo} FB
[12:42] {nemo} might be a short from .65 with vwap just overhead
01[12:48] {@Threei}  needs to break .50
01[13:00] {@Threei}  just a scalp
01[13:00] {@Threei}  oh well
01[13:01] {@Threei}  ZMH hatled
01[13:01] {@Threei}  (GR) Belgium Fin Min: Institutions are still evaluating Greece proposals, Eurogroup cannot move forward without the report from the Institutions - if cannot reach deal today, will continue talks tomorrow
01[13:01] {@Threei}  and if can't reach deal tomorrow...
[13:01] {RonS} zmh halt
01[13:25] {@Threei}  (GR) Greece delegation reportedly has left the EU commission building; no further details - press - EU's Moscovici: Eurogroup will continue its attempts to reach a deal with Greece- EU's Dombrovskis: are making progress on Greece, there are still some issues oustanding
01[13:26] {@Threei} Long Setup:  FB  .50 break
01[13:26] {@Threei}  If holds  .40
01[13:27] {@Threei}  [FB] Separating messenger product so that one can sign up without using with Facebook by using your phone number (similiar to Facebook owned Whatsapp)
01[13:27] {@Threei}  Invalidated
[13:29] {dino} funny, cramer pushes internet security stocks last night and this morning. all getting beat up
01[13:29] {@Threei}  always a great contrarian indicator
01[13:30] {@Threei} Long Setup:  FB  .35 break
01[13:30] {@Threei}  If holds  .25
01[13:33] {@Threei}  1:1
[13:33] {dino} smr l agio .27 gappy
[13:42] {nemo} wow GS down over 2% something's up
[13:43] {dino} or down
01[13:46] {@Threei}  or as always - up, down, and ending flat
01[13:47] {@Threei}  1:2
[13:56] {dino} gj
01[13:56] {@Threei}  ty
[14:01] {dino} out agio, 104.26, +1.00
[14:01] {dino} opps, +.99
01[14:02] {@Threei}  wtg
[14:03] {dino} ty
[14:30] {dino} ptla drop
[14:38] {dino} tmo spike
01[15:03] {@Threei} Short Setup: FB  .70 break
01[15:03] {@Threei}  If holds  .80
[15:14] {RonS} eix drop
01[15:14] {@Threei}  no go
01[15:15] {@Threei}  (IR) Reportedly leaked documents show Western powers are offering Iran more advanced reactor technology as part of nuclear agreement - press The draft, dated June 19, outlines plans to modify the Arak heavy-water reactor via an "international partnership" into a facility less likely to be usable for nuclear proliferation while leaving Iran in "the leadership role as the project owner and manager."
[15:15] {RonS} wow
[15:18] {dino} eix news?
[15:18] {RonS} got none
01[15:18] {@Threei}  6/13 last I see
[15:19] {dino} sm l .96
01[15:24] {@Threei} Long Setup:  JPM  .05 break
[15:24] {dino} stop eix
01[15:24] {@Threei}  If holds  .97
[15:24] {dino} wtf
[15:25] {dino} re-load .70
[15:25] {dino} out .13, +.43
[15:26] {dino} about even on it
[15:26] {dino} re-load .10
01[15:30] {@Threei}  (GR) European Finance ministers may opt against coming to a Greece agreement - Germany press
[15:32] {dino} out eix .55, +.45
[15:33] {dino} ty ron for idea
01[15:33] {@Threei}  1:1
[15:33] {dino} strp spike
[15:34] {dino} guys, gotta hop. tee time in 30. very nice day. thanks for ideas
01[15:34] {@Threei}  :)
[15:47] {RonS} cya tomorrow 3i, thanks
01[15:48] {@Threei}  till tomorrow

Tuesday, June 23, 2015

June 23 2015

Very slow day with just a few trades, profitable but really boring. One 1:3er practically made whole day

Session Time: Tue Jun 23 00:00:00 2015
[09:14] {RonS} gm
01[09:14] {@Threei}  ron :)
[09:20] {dino} gm
01[09:20] {@Threei}  dino :)
01[09:25] {@Threei}  ese phoned yesterday, said hello
01[09:25] {@Threei}  wife had an injuiry, he is tending to her for the recovery time
[09:25] {nemo} oy
01[09:26] {@Threei}  Upside:
01[09:26] {@Threei}  -GDOT +29% (remaining as Program Manager & Issuing Bank for Walmart MoneyCard)
01[09:26] {@Threei}  -LIVE +6.5% (identified the first target of its acquisition strategy)
01[09:26] {@Threei}  -DRI +5.2% (earnings)
01[09:26] {@Threei}  -BIND +4% (FDA Authorizes First-in-Human Clinical Trial With AstraZeneca's Aurora B Kinase I)
01[09:26] {@Threei}  -MOMO +8.5% (received preliminary going-private offer of $18.90/shr)
01[09:26] {@Threei}  -AMBA +3.6% (positive Mad Money mention & premarket positive broker commentary)
01[09:26] {@Threei}  -NVAX +2% (NB lifted the quarantine at Knox County facility after bird flu found)
01[09:27] {@Threei}  Downside:
01[09:27] {@Threei}  -VICL -45% (top-line results from Phase trial of genital herpes vaccine; primary endpoints not reached)
01[09:27] {@Threei}  -MELA -22% (acquired XTRAC and VTRAC businesses from PhotoMedix for $42.5M cash)
01[09:27] {@Threei}  -GLOG -7% (offering 7.5M shares)
01[09:27] {@Threei}  -SONC -5% (earnings)
01[09:27] {@Threei}  -WSR -4% (priced 3.75M shares offering for gross proceeds of $51.6M - implies $13.76/shr)
01[09:27] {@Threei}  -NNBR -3% (announced public offering of 6M shares)
01[09:33] {@Threei} Long Setup:  MCD  .50 break
01[09:33] {@Threei}  If holds  .40
01[09:33] {@Threei}  hmmm
[09:33] {nemo} yep
01[09:34] {@Threei}  1:1, but good luck getting that fill
01[09:35] {@Threei}  1:4, just to fell bad
01[09:35] {@Threei}  feel
[09:36] {nemo} aapl dropping hard
01[09:38] {@Threei} Short Setup: FB  .70 break
01[09:38] {@Threei}  If holds  .80
01[09:40] {@Threei}  two-sided
01[09:42] {@Threei}  1:1
01[09:45] {@Threei}  *(US) JUN PRELIMINARY MARKIT MANUFACTURING PMI: 53.4 V 54.1E
[09:51] {dino} added sonc calls w/time
01[09:51] {@Threei}  1:2
[09:52] {dino} gj
01[09:52] {@Threei}  ty
01[09:52] {@Threei}  MCD irritated me, so got my revenge
01[09:52] {@Threei}  1:3
01[09:52] {@Threei}  put
01[09:52] {@Threei}  out
01[09:55] {@Threei}  too soon
[09:56] {nemo} whadya think about BABA short
[09:56] {nemo} nope
01[09:59] {@Threei}  *(US) JUN RICHMOND FED MANUFACTURING: 6 V 4E
01[10:00] {@Threei}  *(US) MAY NEW HOME SALES: 546K V 523KE
01[10:06] {@Threei}  BLOX Hearing the company is speculated as one of Jim Cramer's picks tonight
01[10:09] {@Threei} Short Setup: PFE  .55 break
01[10:09] {@Threei}  If holds  .60
01[10:18] {@Threei} Long Setup:  MCD  .60 break
01[10:18] {@Threei}  If holds  .50
01[10:19] {@Threei}  Invalidated
01[10:20] {@Threei}  no news
01[10:20] {@Threei}  what's with this drop
01[10:22] {@Threei}  scratching PFE
01[10:22] {@Threei}  not going anywhere
[10:23] {nemo} I got rinsed on a BABA short
[10:24] {dino} sonc sm l .50
[10:27] {nemo} that rinse hurt
[10:27] {dino} hate rinses
[10:28] {nemo} in this market tough to do breakdowns or break outs, need to enter at resistance or support
[10:29] {dino} 07 red
01[10:34] {@Threei} Short Setup: FCX  .90 break
01[10:34] {@Threei}  If holds  20
[10:45] {nemo} everything is so slow
01[10:46] {@Threei}  yes... still not sure where that sharp drp came from
[10:46] {dino} espr sm s .15 ave, wide
[10:57] {dino} zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz
[10:59] {RonS} 10k lulu auggies bot
01[11:00] {@Threei}  LULU Seeing call activity- 1500 Sep 70 calls trade at $3.25- 8500 Aug 72.5 calls trade at $1.14
[11:00] {dino} fcx stopped flat
[11:12] {dino} sonc stopped .19 -.31
01[11:13] {@Threei}  The average home price for all of Canada last month skipped 8.1 per cent higher compared to a year ago.
01[11:15] {@Threei}  half out FCX
[11:15] {dino} bubbling
[11:19] {dino} egrx drop
[11:20] {dino} smr l .70
[11:27] {dino} out egrx .78, +1.08
01[11:28] {@Threei}  nice
[11:28] {dino} ty
[11:30] {dino} out espr ave .08, +.93
[11:31] {dino} i see only }1.00 gets your attention
01[11:33] {@Threei}  I am debating
01[11:33] {@Threei}  first thought was, anything under 1.00, I ignore
[11:33] {dino} lol
01[11:34] {@Threei}  second thought was, acknowledge but without much enthusiasm
01[11:41] {@Threei}  FCX slowly but surely working
[11:43] {dino} i should've had more faith in fcx
01[11:43] {@Threei}  yeah, don't know why you rushed for exit
01[11:44] {@Threei}  it often does these long slow walks on the beach
[11:45] {dino} worried about sharks
01[11:47] {@Threei}  it's orcas in our neck of the woods
01[11:48] {@Threei}  man, when these things swim 50 ft from the shore...
[11:52] {dino} monsters
01[11:53] {@Threei}  1:2
[11:58] {dino} takng a break
01[12:07] {@Threei}  This morning the guessing game regarding the chances of the tentative Greek deal has begun, even as many air doubts that the plan's higher taxes and pension contributions could get past domestic Greek opposition. At the most basic level, the program looks like it will extend the current bailout by nine months and may involve the negotiation of a third bailout, valued somewhere around €30 billion.
01[12:07] {@Threei}  Capital controls may or may not be part of the program. Note that the final tranche of the existing bailout would only be enough to meet repayments due to the IMF and ECB through the end of August, with no funds left for September and October.
[12:09] {dino} joke
[12:16] {dino} sonc rinsed
[12:17] {dino} back in 30 or so
01[12:23] {@Threei} Long Setup:  VXX  .25 break
01[12:23] {@Threei}  If holds  .15
[12:58] {dino} .
01[13:02] {@Threei}  .\
01[13:13] {@Threei} Short Setup: MCD  .20 break
01[13:13] {@Threei}  If holds  .30
01[13:30] {@Threei}  interesting... I see no single mention anywhere, as if news gets totally ignored or supressed,
[13:30] {nemo} of what
01[13:30] {@Threei}  but there is a big disturbance in Armenia,
01[13:30] {@Threei}  kind of what happened in Ukraine a year and half ago which started whole chain of events
01[13:30] {@Threei}  anti-Russia movement
01[13:31] {@Threei}  yesterday, about 10K crowd, started growing rapidly after police tried to disperse them by force,
01[13:32] {@Threei}  excat repetition of Maidan events in Kyiv
[13:37] {dino} yelp
01[13:37] {@Threei}  sat on needle, dino?
01[13:37] {@Threei}  (GR) Greece Min of State Pappas: believe the deal with creditors will be approved by parliament and have the people's support
[13:40] {dino} crazy eu, greece will be in default by sept once again
[13:40] {dino} cut your losses
[13:46] {RonS} thinkin it's possibly cheaper for germany to keep the charade going rather than have euro strength with exit and Port, Spain, and Italy follow...the neg effect on their exports would be more...
01[13:47] {@Threei}  that, and one more thing:
[13:47] {dino} true ron, keeps german goods priced arificially low
01[13:48] {@Threei}  during protracted back and forth, difficult negotiations and mutual threats, they have time to manage the attitudes, so they gain more allies in blaming Greece and making it look like unreasonable party
01[13:48] {@Threei}  so if eventually Greece does exit, it happens with different backgroundL Greece against the EU
01[13:48] {@Threei}  instead of initial: each for himself
[13:49] {RonS} ...currency mercantilism...
[13:49] {dino} but the debt already got a 50% haircut and yet they give more. its like supporting a family member that just won't grow up. at some point you must cut them off
[13:50] {dino} how the taxpayers of the other eu countries put up with this is amazing
01[13:51] {@Threei}  that's exactly the result of this protracted negotiations
[13:51] {dino} s mdco .08
01[13:51] {@Threei}  if they tried to do it at once, many countriesd/taxpayers would have revolted
[13:51] {RonS} meaning the purpose of... good analysis
01[13:52] {@Threei}  but as it turned into endless string of fixes/new problems,
01[13:52] {@Threei}  they managed to manage the mood
[13:52] {RonS} and the trips and meals are marvelous...
01[13:52] {@Threei}  there! :)
[13:53] {dino} lol
[13:53] {dino} must be nice to be important
01[13:53] {@Threei}  saving Greece turned into full time job for many people for many years
01[13:54] {@Threei}  why would you ever want to give that up
[13:54] {dino} cov mdco .98, +.10
[13:55] {dino} not to mention, greece is a very nice excuse for the rest of the eu's problems
[13:56] {dino} i'm noticing that i have to trade more full lots this summer to get where i need to go
[14:04] {dino} back in 20
[14:32] {dino} .
[14:33] {dino} also noticing i am typing to myself
01[14:34] {@Threei}  not really
01[14:34] {@Threei}  but we consipre to make you think so
01[14:35] {@Threei}  behind the scene we pm each other "don't answer so he thinks we ignore him"
[14:36] {dino} lol
01[15:00] {@Threei}  (IR) Iran Supreme Leader Khamenei reiterates that inspections of military sites are out of the question in any nuclear deal with the P5+1 powers - Note: Negotiators within the P5+1 have claimed that inspections were a key tenet of any deal
[15:15] {dino} classic obummre
01[15:16] {@Threei}  yeah
[15:17] {dino} he'll sign a deal but not inspect the military places where bomb work happens
[15:19] {dino} alny drop
01[15:25] {@Threei} Long Setup:  DAL  .12 break
01[15:25] {@Threei}  If holds  .05
[15:30] {dino} kite drop
01[15:30] {@Threei}  no wind?
01[15:44] {@Threei}  dead market till the end
[15:45] {dino} yeah, just trying to stay awake
01[15:45] {@Threei}  resistance is futile
[15:46] {dino} you will be assimulated
01[15:46] {@Threei}  :)
[15:49] {dino} stdy spike
[15:51] {dino} stdy not avail, wanted s at .50, lets see what happens
[15:52] {dino} whoa ptlc
[15:56] {dino} stdy would have been hard to cover into close
01[15:56] {@Threei}  OK... time's run out
01[15:57] {@Threei}  have a good evening, see you tomorrow'
[15:57] {dino} u2, gn all, decent morning

Monday, June 22, 2015

June 22 2015

Scalps and stops balanced each other out while two larger wins (longs on DAL and MCD) provided profits for the day


Session Time: Mon Jun 22 00:00:00 2015
[09:07] {RonS} gm
01[09:07] {@Threei}  ron :)
[09:18] {_skatuka} hello there
01[09:19] {@Threei}  morning skatuka
[09:19] {_skatuka}  morning Threei
01[09:20] {@Threei}  where is dino, I have a few headlines for his Greece cravings
[09:22] {nemo} DAX up over 3%...this might be one of those gap and naps
01[09:22] {@Threei}  unless new developments follow
01[09:23] {@Threei}  remember how it happens when it comes down to the wire
01[09:23] {@Threei}  he said, she said, he denied, she confirmed
[09:23] {nemo} yeah, but Greece blinked
01[09:23] {@Threei}  they all did
01[09:24] {@Threei}  - ECB said to have raised emergency funding (ELA) for Greece banking sector; no amount specified - financial press
01[09:24] {@Threei}  - EU's Moscovici: Latest proposal from Greece is moving in the right direction; deal is possible later today
01[09:24] {@Threei}  now, for comic relief:
01[09:24] {@Threei}  - Greece govt said to have accidentally sent wrong documents to bailout monitors
01[09:24] {@Threei}  - Greece official denied speculation of sending wrong proposal to EU
01[09:26] {@Threei}  Upside:
01[09:26] {@Threei}  -STRN +62% (being acquired by Hach Co. affiliate for $8.50/shr)
01[09:26] {@Threei}  -CNIT +16% (received prelim non-binding going-private offer for $4.43/shr)
01[09:26] {@Threei}  -EPZM +15% (positive data in Phase 1 study of Tazemetostat)
01[09:26] {@Threei}  -CI +7.5% (rejects Anthem proposal as inadequate and not in best interests of CI shareholders)
01[09:26] {@Threei}  -ISSI +7.3% (Cypress raised offer to $22.25/shr)
01[09:26] {@Threei}  -KITE +4% (entered strategic collaboration with BLUE for TCR Cell Therapy Products)
01[09:26] {@Threei}  -TEDU +3.9% (KKR acquiring 6.8M common shares for $70M)
01[09:26] {@Threei}  -VMC +3.8% (no news seen)
01[09:26] {@Threei}  -AAL +3.5% (positive Barrons mention for airlines; DAL/JBLU/LUV/UAL all also up 1-3%)
01[09:26] {@Threei}  -LOCM +3.3% (no news seen)
01[09:26] {@Threei}  -CCL +3% (positive broker commentary)
01[09:26] {@Threei}  -HUM +2.8% (momentum from CI rejecting Anthem offer)
01[09:26] {@Threei}  -AET +2.5% (momentum from CI/ATHM deal)
01[09:26] {@Threei}  Downside:
01[09:26] {@Threei}  -ZIOP -9.4% (negative broker commentary)
01[09:26] {@Threei}  -AMBA -3.2% (momentum from negative GPRO comments last week)
[09:29] {dino} gm
01[09:29] {@Threei}  dino :)
01[09:30] {@Threei} Long Setup:  DAL  .75 break
01[09:30] {@Threei}  If holds  .65
01[09:31] {@Threei}  1:1
01[09:31] {@Threei}  1:2
01[09:32] {@Threei}  out in full
01[09:34] {@Threei} Long Setup:  VXX  .80 break
01[09:34] {@Threei}  If holds  .75
01[09:34] {@Threei}  Invalidated
[09:34] {nemo} don't think VXX will be much fun today
[09:36] {dino} sold amba 120 puts from friday, this morning, +3.00 / 27%
01[09:36] {@Threei}  wtg
[09:36] {dino} ty
[09:37] {nemo} AMBA news?
[09:37] {dino} downgraded friday
[09:38] {nemo} so it's down 10%
[09:38] {nemo} on frickin' uptick rule
01[09:38] {@Threei}  [09:26] {@Threei} -AMBA -3.2% (momentum from negative GPRO comments last week)
01[09:41] {@Threei}  VXX got away
01[09:44] {@Threei}  AMAT Seeing early call activity1000 Jul 20 calls trade at $0.46
01[09:44] {@Threei} Long Setup:  TWTR  .55 breaj
01[09:44] {@Threei}  If holds  .45
01[09:47] {@Threei}  Invalidated
[09:49] {dino} syna?
01[09:50] {@Threei}  09:05 [SYNA] JPMorgan Removes from Analyst Focus List; Reiterates Overweight rating, price target $112 - following YTD appreciation in shar eprice and proximity to firm's price target and in part owing to the overhang presented by the possibility that Apple, a 10% plus customer, may move to an in-house TDDI solution in 2016
[09:50] {dino} ty
[09:51] {dino} out flxs from fri, 43.16
[09:51] {dino} +1.50
01[09:52] {@Threei}  brave hold
[09:52] {dino} luck
01[09:54] {@Threei} Long Setup:  CAT  88 break
01[09:54] {@Threei}  If holds  .90
[09:58] {RonS} rdus pop off cramer appearance tonight
[09:59] {dino} wpz sm l .02
01[09:59] {@Threei}  *(US) MAY EXISTING HOME SALES: 5.35M V 5.28ME
01[09:59] {@Threei}  10:00 *(EU) EURO ZONE JUN ADVANCE CONSUMER CONFIDENCE: -5.6 V -5.8E
[09:59] {dino} stopped .80 -.22
01[10:02] {@Threei}  trail CAT to .94
01[10:02] {@Threei}  takes way too long
01[10:03] {@Threei} Short Setup: FCX  .50 break
01[10:03] {@Threei}  If holds  .60
01[10:05] {@Threei}  Invalidated
01[10:05] {@Threei}  1:1  CAT
[10:05] {nemo} cat with a .03 spread, whooda' thunk
[10:06] {RonS} Exclusive: Greek econ minister Stathakis tells me government heads communique to say outline of Greek deal agreed, subject to technical work - ROBERT PESTON
[10:06] {RonS} guy is w/ the BBC
[10:06] {dino} ete sm l .61
01[10:08] {@Threei}  (GR) EU's Juncker: Aiming to reach a deal with Greece this week, reaching deal will not be easy
01[10:10] {@Threei} Long Setup:  MCD  .35 break
01[10:10] {@Threei}  If holds  .25
01[10:15] {@Threei}  (GR) ECB reportedly raises ELA ceiling for Greece to €87.8B from €84.1B last week
[10:19] {dino} stele stopped .40 -.21
[10:20] {dino} ele, typo
[10:20] {dino} geeze, ete sorry
[10:21] {dino} f#ck, rinsed and then some
[10:21] {cosmo} ELA?
[10:21] {RonS} rinsed, now you can be sorry...
01[10:21] {@Threei}  emergency liquidity assistance
[10:22] {cosmo} k
[10:22] {dino} rinsed to death last 5 days
[10:22] {RonS} replacing all of the deposits that have been pulled...
01[10:23] {@Threei}  $1B withdrawal just last day
01[10:23] {@Threei}  surprised they still haven't installed capital controls
01[10:25] {@Threei} Long Setup:  FB  84 break
01[10:25] {@Threei}  If holds  .90
01[10:31] {@Threei}  move your butt MCD
01[10:31] {@Threei}  I understand it's heavy from all the burgers
[10:32] {dino} ete sm l .02
01[10:34] {@Threei}  1:1  MCD
01[10:34] {@Threei}  no go FB
01[10:47] {@Threei}  1:2
01[10:56] {@Threei}  1:3
01[10:56] {@Threei}  out'
[10:59] {dino} atls drop
01[11:06] {@Threei}  too soon
01[11:06] {@Threei}  burger had more in it
[11:07] {nemo} look at the hourly
01[11:07] {@Threei}  I don't want to
01[11:07] {@Threei}  it might make me think
01[11:07] {@Threei}  and I hate that
[11:08] {dino} arp drop
01[11:08] {@Threei}  (GR) EU's Dombrovskis: Greece proposals appear closely aligned with the institutions offer; discussing whether the proposals will add up - EU feels there are better solutions, but the Greece proposals did include VAT and pension adjustments- Working to attain a deal this week
[11:12] {RonS} amba slamba
01[11:13] {@Threei}  great... ron regressed to 14 years old humor
01[11:14] {@Threei}  btw, there is another layers to this: in russian, amba is slang for 'ending badly"
[11:15] {dino} arp l .70 trig
[11:16] {dino} sold those amba puts about 8 bucks too soon
[11:17] {RonS} lol... Summer trading is like watching a GoPro video of a guy riding a molasses glacier.
[11:17] {dino} lol
01[11:18] {@Threei}  {molasses glacier} yay... I won over growing grass and drying paint
01[11:28] {@Threei}  The emergency Eurozone summit came and went without a deal, although there was talk the Greek government was making concessions on moving the retirement age to 67 and increasing the VAT tax on certain items. The Eurogroup's Dijsselbloem called the proposals a step in the right direction and confirmed there will be an EU leaders' summit later today. With money flowing out of the Greek financial system, the ECB raised the ELA ceiling to €87.8B from €84.1B
[11:34] {RonS} deja vu all over again
[11:35] {dino} nobody goes there anymore, its too crowded
01[11:35] {@Threei}  where?
[11:36] {dino} yogi
01[11:36] {@Threei}  I just could never figure out where "there" ias... I'd be there in a heartbeat
[11:38] {RonS} the original quote came when someone asked Yogi if he was going to xyz restaurant... "nobody goes there any more...it is too busy...
01[11:39] {@Threei}  :)
[11:39] {cosmo} lines are too long...good reason not to go
[11:40] {RonS} many ascribe "it ain't over 'til it's over" to Yogi...actually a quote of another colorful mlb manager:  Leo Durocher
[11:43] {dino} out ete .42,
[11:43] {dino} +.40
[11:44] {RonS} lol, my dad was wondering if they were ever going to ban players scratching themselves in order to speed up the game...my response... well, think how much chewing tobacco was such a part of the game... and it got banned...
01[11:45] {@Threei}  lol
[11:49] {dino} arp stop to .81, brb
[11:59] {dino} out arp +.11
01[12:01] {@Threei}  (GR) German Finance Ministry Official: Greece parliament must pass measures in order to get more aid - German lawmakers could vote on measures in accelerated process
[12:12] {dino} agio luv
[12:27] {dino} viix sm l .85
[12:28] {RonS} classic:  Greece is like the NBA. You really only need to watch the last five minutes.
01[12:28] {@Threei}  lol
[12:31] {RonS} wow, Speith is only 21?
[12:36] {dino} yeah, pretty cool
[12:49] {dino} ete sm l .95
01[13:05] {@Threei} Long Setup:  IWM  .60 break
01[13:05] {@Threei}  If holds  .50
01[13:14] {@Threei}  no go
[13:17] {dino} ete stopped .64, -.31
01[13:28] {@Threei}  SPY formed inverted C&H
01[13:46] {@Threei}  be bacl in 30
[13:47] {dino} htgm drop
[13:47] {dino} pgnx spike
[13:49] {dino} in htgm ave .73
[13:49] {dino} pgnx looks toppy
[14:00] {dino} ete rinsed
[14:02] {dino} pgnx s .82
[14:06] {dino} out htgm .84, +.10 bugger to get out of
01[14:11] {@Threei}  back
[14:21] {dino} cov pgnx .71 +.11
[14:22] {dino} no fear in markets
01[14:24] {@Threei}  nah, the deal will be done per market's opinion
[14:26] {dino} ete crazy pulper. moves .60 in seconds, 65.40-66
01[14:29] {@Threei}  PGNX... too soon
[14:30] {dino} bummer
[14:47] {RonS} CMI EA FAT FINGERED
[14:47] {RonS} oops
01[14:47] {@Threei}  lol
01[14:51] {@Threei}  frikin IWM
01[14:51] {@Threei}  rinsed
[14:54] {dino} lots of rinses this june.
[14:57] {dino} if i remember correctly, in feb greece issue was resolved and next day markets dropped big
01[14:59] {@Threei}  yes but this time it's resolved resolveder
01[15:00] {@Threei}  maybe not resolvedest yet but still
[15:00] {dino} gut says sell the news
[15:00] {RonS} ...market needed a re-set for the next run-up into the next Greek crisis
01[15:01] {@Threei}  time for some little panic
01[15:01] {@Threei}  not much but to shake the tree
01[15:03] {@Threei} Long Setup:  VXX  .50 break
01[15:03] {@Threei}  If holds  .43
[15:12] {RonS} $lake trying to erupt over ebola back in sierra leone
[15:12] {dino} tegp
01[15:15] {@Threei}  (GR) ECB's Draghi reportedly provided assurances to Greece that its banking sector would be safe while Greece is on the program - press
[15:17] {dino} tegp sm s .05
01[15:29] {@Threei}  SPY... time to die. Little H&S on 1 min, should be enough to send it to day's low
01[15:29] {@Threei}  needs to lose .90
[15:34] {dino} cov tegp .00, +.04, stuck
[15:40] {dino} damn, i quit on them, then they work
[15:42] {dino} hig
[15:43] {dino} sm s .92
01[15:44] {@Threei}  should be bouncing here
[15:45] {dino} cov hig .77, +.15
01[15:45] {@Threei}  don't see news still
[15:46] {RonS} amba more pain
01[15:49] {@Threei}  HIG .65 break long
01[15:49] {@Threei}  If holds  .55
01[15:51] {@Threei}  come on, short covering?
01[15:53] {@Threei}  to .59
[15:55] {dino} calling it a day, thx all
01[15:55] {@Threei}  take care dino
[15:55] {dino} u2 buddy
01[15:55] {@Threei}  go HIG
01[15:55] {@Threei}  run
01[15:55] {@Threei}  fky
01[15:55] {@Threei}  fly too
01[15:58] {@Threei}  OK, out with scalp
01[15:58] {@Threei}  thank you guys, see you tomorrow

Friday, June 19, 2015

Market Week Wrap-up

TradeTheNews.com Weekly Market Update: Greece Endgame in Sight, Fed Stays Dovish
Fri, 19 Jun 2015 16:11 PM EST

Global markets were seen approaching or crossing key thresholds this week. At Wednesday's post rate decision press conference, Fed Chair Yellen said conditions were still not ripe for starting rate hikes, citing continued labor market slack and weakness in wages. Fed dovishness help propel stocks higher and the Nasdaq closed at a new all-time high of 5,143 on Thursday, finally topping the all-time high set on March 10th, 2000 at the height of the dot com bubble. Greece and its creditors remained at an impasse, failing to bring any new ideas to a meeting of European financial ministers on Thursday. An emergency summit of euro zone leaders on Monday appears to be the last chance to change the course of events flowing toward a Greek default. In Asia, both the Shanghai and Shenzhen stock markets fell into correction territory, as liquidity concerns pummeled the markets after regulators again scolded brokers about excessive margin trading. Even as China sank, US stocks had their best week in two months: the DJIA added 0.6%, the S&P500 rose 0.7%, and the Nasdaq gained 1.3%.

The Fed statement on Wednesday was updated to acknowledge economic activity has expanded moderately, the pace of job gains picked up, underutilization of labor resources diminished, moderate spending growth, and stabilization in energy prices. But on the key issue, there was no change: inflation continued to run below target. In March, the dot chart gave a sense that the Fed would tighten by at least 50 bps in 2015 and quite possibly more. The updated projections showed more members were now anticipating only one 25 bps hike this year, though some still see one or two in addition to that. Chair Yellen explained that conditions have not yet been met for a rate hike, and urged Fed watchers to focus more on the shape of the rate policy cycle than on when rate liftoff occurs. After the policy statement, Goldman Sachs said it now believes the Fed will wait until December to raise interest rates, pushing back its forecast for rate liftoff by three months.

Pessimism regarding the final act of the Greece bailout drama waxed and waned this week, with passing headlines about possible imminent deals outweighed by more material statements from officials on both sides that the game was just about over. June 30th is the unavoidable deadline, and IMF Chief Lagarde warned that the payment due at that time was definitive and there would be no grace period or possibility of delay, while Greek officials confirmed there was no money in the till to make the payment. After no progress was made at the Eurogroup meeting on Thursday, a summit of euro zone leaders was hastily arranged for next Monday to give Athens one last chance to submit concrete concessions. As much as €3.2 billion leaked out of the Greek banking system this week, shrinking total deposits to around €125 billion, even as the ECB doled out two ELA hikes to prop up Greece's financial system through Monday.

EUR/USD was notably less volatile in the first half of the week, with the pair mostly confined in a 1.1200-1300 range. The more dovish tone in the Fed decision sent EUR/USD higher, with the pair around the 1.1400-1.1440 area on Thursday, then lower through week's end. Bond market volatility also cooled off considerably, with much tighter ranges seen in yields.

There were contrasting June regional Fed manufacturing reports. The New York Fed's Empire index unexpectedly dropped into negative territory (-1.9 v +3.1 m/m) and saw weak new orders (-2.1 v +3.9 m/m). Meanwhile the Philadelphia Fed's index more than doubled (15.2 v 6.7 m/m) and new orders rose to their highest level since November 2014 (15.2 v 4.0 m/m). The Commerce Department's May industrial production saw a slightly m/m contraction, while the April data was revised to a steeper contraction. The May CPI data was a bit softer than expected, with lower food and energy prices responsible for much of the weakness. The shortfall in the monthly increase resulted in an unchanged y/y reading.

May housing starts declined somewhat from the seven-year highs seen in the April numbers. Meanwhile, the May building permits rose to an eight-year high, topping the April figures by 12% or so. Most of the surprise was in the volatile multi-family component, where permits rose to a 25-year high of 592K, largely reflecting a doubling y/y in the Northeast region. Single-family permits were only up 2.6% y/y, just shy of the cycle high of 685K seen in December.

Bank of America/Merrill Lynch released a report this week that shed more light on the great bond selloff. The report showed bond funds suffered about $10.3 billion outflows last week, the largest redemptions in about two years. During the same period, equity funds saw $10.8 billion inflows, the largest in three months. The report also reminded readers that over the past six years, bond funds have enjoyed $1.2 trillion inflows compared to only $573 billion to equity funds.

Shipping giant FedEx and database powerhouse Oracle both disclosed disappointing fourth-quarter results this week. Earnings and revenue from both firms missed consensus expectations, and FedEx's initial FY16 outlook also fell flat. On the conference call, FedEx executives warned they see first quarter growth lower than consensus. Oracle blamed FX pain for its miss, but continued to highlight the strong growth in its cloud computing business.

In M&A news, Standard Pacific Corp and Ryland Group announced a merger of equals in a $5.2B deal. Botox maker Allergan agreed to buy Kythera Biopharmaceuticals for about $2.1 billion, getting its hands on Kythera's double chin treatment. CVS Health reached a deal to acquire and operate 1,660 in-store Target pharmacies for just under $2B. Medical device manufacturer Hill-Rom Holdings acquired diagnostic and patient monitoring device maker Welch Allyn for $2.0 billion.

The massive year-to-date surge in Chinese stocks was blunted this week, as the Shanghai Composite gave up 13%, the index's biggest weekly slump since 2008, and thrusting it into a technical correction in a matter of days. Shares sold off in the absence of any significant data to set the tone and on concerns that equities may have gone too-far-too-fast as regulators reiterated concerns about excessive margin trading. The selloff was also partly attributed to a rise in money market rates to two-month highs amid demand for a raft of upcoming IPOs.

June 19 2015

Not overly active but profitable day to finish the uneven week. Closing short on TWTR helped to cement the day.


Session Time: Fri Jun 19 00:00:00 2015
[09:04] {dino} gm
01[09:05] {@Threei}  dino )
[09:12] {RonS} gm
[09:12] {RonS} MAC continues weakness following yesterday AH talk of a 5.7million spot scecondary being shopped by C
01[09:12] {@Threei}  ron :)
01[09:16] {@Threei}  just so you don't feel Greece-deprived:
01[09:16] {@Threei}  - Greece banking sector said to have seen deposit outflows of over €1.0B on Thursday; up to €3.0B this week
01[09:16] {@Threei}  - Greece Central Bank confirmed its stability of its banking system
01[09:16] {@Threei}  - Greece PM Tsipras: Emergency summit on Monday is a positive development; reiterated optimism that a solution would be found. Says those betting on a crisis would be proven wrong; a solution would enable Greece to return to growth
01[09:16] {@Threei}  second line is especially adorable
[09:21] {dino} 18,200, pattern is short the dji around here
01[09:25] {@Threei}  Upside:
01[09:25] {@Threei}  -AMCN +42% (r'cvd preliminary going-private proposal valued at $6/shr)
01[09:25] {@Threei}  -CAG +5% (statement on Jana investment)
01[09:25] {@Threei}  -LIVE +4.7% (guided FY15 to be a record year for the company)
01[09:25] {@Threei}  -KBH +3.3% (earnings)
01[09:25] {@Threei}  -NFLX +1/3% (positive broker commentary)
01[09:25] {@Threei}  -REXX +1.2% (announced sale of Keystone Clearwater Solutions)
01[09:25] {@Threei}  -HNR +16% ($32M funding)
01[09:25] {@Threei}  Downside:
01[09:25] {@Threei}  -HWAY -23% (lowered FY15 guidance)
01[09:25] {@Threei}  -TKMR -15% (update on TKM-Ebola-Guinea)
01[09:25] {@Threei}  -MAC -7.3% (weakness attributed to 5.7M share spot secondary)
01[09:25] {@Threei}  -ZOES -5.8% (CFO resignation; negative broker commentary)
01[09:25] {@Threei}  -SWHC -3.7% (earnings)
01[09:25] {@Threei}  -FNSR -3.6% (earnings)
01[09:25] {@Threei}  -HSY -2.4% (cut FY15 guidance)
[09:26] {nemo} SPY went ex-div and had a beauty of a bear flag this premarket
01[09:26] {@Threei}  9:11 - 9:18?
[09:27] {nemo} 8:30 my time
[09:27] {nemo} still going
[09:27] {nemo} have to watch IVV today
01[09:38] {@Threei} Long Setup:  FB  .70 break
01[09:38] {@Threei}  If holds  .60
01[09:39] {@Threei}  valid still
01[09:39] {@Threei}  change to .65 break
01[09:40] {@Threei}  Invalidated
[09:45] {dino} mtsi sm s .01
01[09:49] {@Threei} Long Setup:  FB  .60 break
01[09:49] {@Threei}  If holds  .50
01[09:54] {@Threei}  no go
[09:55] {dino} ntsi stuck, bs to flat
[09:55] {dino} \
01[09:58] {@Threei}  rinse
[10:00] {nemo} Quad witching with Greece in suspense
01[10:01] {@Threei} Long Setup:  TWTR  .55 break
01[10:01] {@Threei}  If holds  .45
01[10:05] {@Threei}  1:1
[10:05] {dino} fslr sm l .57
[10:08] {nemo} twtr should close gap
01[10:10] {@Threei}  1:2
[10:16] {dino} amba vsm s .01
[10:18] {dino} cov amba .10, +.91
01[10:18] {@Threei}  1:4
01[10:18] {@Threei}  out
[10:18] {dino} gj
01[10:18] {@Threei}  ty
01[10:22] {@Threei}  (GR) EMU said to be in support of deposit insurance assuming Greece exits the EMU - Germany press - Proposals from the EMU reportedly are for a joint deposit insurance program in aims to assist savers in the case of a Grexit
01[10:24] {@Threei} Short Setup: TWTR  36 break
01[10:25] {@Threei}  If holds  .05
[10:26] {dino} mtsi sm s .25, gappy
[10:27] {dino} seems they are prepared for grexit
01[10:27] {@Threei}  it was a scare for so long that eventually fear dissipated
01[10:28] {@Threei}  and everyone decided, horrible end is better than endless horror
[10:31] {dino} think you are right 3i
[10:34] {dino} cov mtsi .00, +.25
[10:47] {dino} fslr stopped .23, -.34
01[10:58] {@Threei}  GR) Greece banking system deposit outflows today said to have reached €1.2B - financial press **Note:- Greece banking sector said to have seen deposit outflows of over €1.0B on Thursday, Jun 18th with outflows for Monday-Thursday might have hit about €3B- The next scheduled Emergency Liquidity Assistance (ELA) meeting had been for next Wed (Jun 24th)
01[11:04] {@Threei} Short Setup: MCD  .80 break
01[11:04] {@Threei}  If holds  .90
[11:09] {dino} mac sm l .00
01[11:09] {@Threei}  US) Congressional Budget Office (CBO) releases Budgetary and Economic Effects of Repealing the Affordable Care Act
01[11:10] {@Threei}  I reread their conclusions twice by now, I still don't understand it
[11:10] {dino} out mac .30, +.30
01[11:10] {@Threei}  if you want, I can post it, see if you can make the ends in it
[11:11] {dino} i don't care to read it
01[11:11] {@Threei}  I wish I adopted that stance 5 min ago
01[11:12] {@Threei}  who is going to refund me these 5 minutes of my life
[11:12] {RonS} pass here too
01[11:12] {@Threei}  suuure... be all wise now that I took all the hit on myself and warned you...
[11:12] {RonS} lol
01[11:14] {@Threei}  it takes special mastery, to string words together so that each separate one makes sense, but the sense of it all is like sand through your fingers, just impossible to grasp
[11:14] {RonS} the CBO's track record is sub 10% on these kinds of reports...they use static analysis...so it's always pure bullshit
01[11:14] {@Threei}  and highly politicized I am sure
[11:14] {dino} indeed
[11:15] {RonS} didn't used to be but for the last 20 years it has been corrupted...
01[11:16] {@Threei}  what hasn't
[11:16] {RonS} ya
01[11:16] {@Threei}  even my favorite ice cream has
01[11:17] {@Threei}  "nostalgia is not what it used to be"
[11:18] {RonS} "i've been emotionally constipated for weeks... just haven't given a shit about anything..."
01[11:18] {@Threei}  rofl
[11:19] {dino} flxs drop, hooker
01[11:20] {@Threei}  this is my favorite gif, ron, view it till the end of progress bar:
01[11:20] {@Threei}  http://rs189.pbsrc.com/albums/z231/remyxthakid/1damn-process.gif~c200
[11:24] {nemo} aapl looks short here
[11:24] {nemo} everything so slow though, safer to short at VWAP
01[11:35] {@Threei}  I have a feeling end of day should be interesting
[11:36] {dino} hope so, right now its just thin random moves
[11:37] {RonS} BMY - European Commission Approves Bristol-Myers' Opdivo (nivolumab), the First and Only PD-1 Checkpoint Inhibitor Approved in Europe, for Both First-Line and Previously-Treated Advanced Melanoma Patients
[11:42] {dino} amba blood
01[11:43] {@Threei}  AMBA Citron Research makes cautious comments, $60 price target
[11:49] {dino} the thing went straight up from 80s about 10 days ago
[11:56] {dino} flxs vsm l .18
[12:07] {dino} added amba puts
[12:10] {dino} scai spike
[12:14] {dino} sage drop
01[12:37] {@Threei}  The final act in the Greece bailout drama is about to get under way, as all signs point toward default as soon as Monday. There was a momentary lapse of optimism that sent European stocks to their highs, however most of the gains evaporated as more realistic assessments hit the tape.
01[12:37] {@Threei}  do notice how hard I am working to keep your Greece addiction alive and well
[12:38] {dino} well done
06[12:38] * @Threei takes a bow
01[12:38] {@Threei}  what are we going to do when that's over...
01[12:38] {@Threei}  let's just hope there is contagion {G}
[12:38] {dino} worry about spain
01[12:39] {@Threei}  yup
01[12:39] {@Threei}  although I have to say, I am torn on this matter now
01[12:39] {@Threei}  a few years ago I was firmly for EU tp break down
01[12:39] {@Threei}  these days, it would be too much of s gift to Puting
01[12:39] {@Threei}  -g
[12:40] {nemo} http://goo.gl/ND2v8M
[12:41] {nemo} thought her boobs were too big on GOT on that walk
01[12:48] {@Threei}  that was power walk
01[12:48] {@Threei}  (see what I did there?)
01[13:00] {@Threei}  [SMSI] Ticking higher on circulation of takeover chatter - MSFT rumored as potential suitor given its attempts to roll out Microsofot Wifi to hotspots
[13:12] {RonS} appropriately flxs does make sleepers... sleep sofas
[13:15] {dino} lol
[13:15] {dino} looks like it fell out of bed
[13:15] {RonS} lol
[13:16] {RonS} used to sell those things...heavier than hell...uses blue steel flex slats for cushioning...lasts forever
[13:19] {dino} yeah, moved a few of those in my time
[13:19] {dino} they come in handy for a guest
01[13:21] {@Threei}  only if they are uncomfortable as hell
[13:21] {dino} lol
01[13:21] {@Threei}  helps shorten guest's time in your hpuse
[13:24] {dino} i got it
[13:24] {nemo} TWTR
01[13:24] {@Threei}  thinking .20 break nemo?
[13:39] {dino} 3i, what route are you using lately? edgx seems slow
01[13:45] {@Threei}  BATS
01[13:49] {@Threei}  seems to be the most predictable and fast lately
01[13:49] {@Threei}  ARCA sometimes behaves weirdly
[14:22] {dino} markets dropping
01[14:22] {@Threei}  wow
01[14:24] {@Threei}  no actual news anywhere
01[14:40] {@Threei}  Radio Liberty: Russia threatens tit-for-tat response to European asset inquiries
01[14:40] {@Threei}  that's providing they still have any tit left by then
[14:50] {dino} triv sp[ike
[14:52] {dino} s .10 ave
01[14:52] {@Threei}  (PT) Portugal Fin Min: Portugal has a cash cushion in its public finances through the mid portion of 2016 - Don't know what will happen with Greece, euro zone can't impose a solution on Tsipras govt
[14:53] {dino} wow cov 6.30, +.80 fl
01[14:53] {@Threei}  wtg
01[14:54] {@Threei}  facinating to watch these plays of yours
01[14:54] {@Threei}  +s
[14:54] {dino} that kind of day, just thin random spikes
[14:54] {dino} lots of sitting and waiting
[14:55] {dino} look at that triv chart
[14:56] {dino} going to hold my dia puts over the weekend
[14:56] {dino} amba's too
01[14:56] {@Threei}  and what if they resolve whole Greece? :)
[14:56] {dino} i have 30 days on dia, 60 on amba
01[14:56] {@Threei}  ah, ok
[14:57] {dino} still say patern continues sell 18,200- buy 17,700
[14:57] {dino} hawk spike
[14:59] {dino} cmpr drop
[14:59] {dino} hey, bats is faster, you were right
01[15:01] {@Threei}  :)
02[15:01] * Disconnected
Session Close: Fri Jun 19 15:01:32 2015

Session Start: Fri Jun 19 15:01:32 2015
Session Ident: #discussions
02[15:03] * Attempting to rejoin channel #discussions
03[15:03] * Rejoined channel #discussions
01[15:03] {Threei}  grrr
[15:04] {dino} rrrg
01[15:05] {Threei}  great... dino regresses to about 14 years old
[15:05] {dino} bored
01[15:05] {Threei}  as if 15 years old nemo was not enough
[15:05] {dino} wish i was 14 years old
[15:06] {dino} chicked out on hawk short and cmpr long, both worked
01[15:07] {Threei}  16-17 rather, let the dating bacchanalia begin in earnets
[15:07] {dino} yeah, they were good times
[15:08] {dino} son heading to nc state in august. i told him college girls are the hottest you'll ever meet. lucky guy, 28,000 students
01[15:08] {Threei}  this time I'd be smarter and never let that redhead get away...
[15:10] {dino} hmmm
[15:11] {dino} mxim spike, frgi too
[15:13] {RonS} TXN held talks to buy MXIM late last year but discussions broke off
[15:20] {cosmo} so is this mkt positioning for whether or not Greek banks open Mon?
01[15:20] {Threei}  sounds this way, yes
01[15:21] {Threei} Short Setup: TWTR  .85 break
01[15:21] {Threei}  If holds  .95
01[15:33] {Threei}  stop to .91
01[15:34] {Threei}  no news again
01[15:42] {Threei}  1:1
01[15:43] {Threei}  1:2
[15:44] {dino} gj
01[15:44] {Threei}  ty
01[15:46] {Threei}  ok guys, closing on this
01[15:46] {Threei}  have a great weekend
01[15:46] {Threei}  see you Monday
[15:46] {dino} calling it a strange, but profittable day. thx all
01[15:46] {Threei}  you too Greece
[15:48] {dino} dplo spike
[15:48] {nemo} twtr not straying too far from vwap
01[15:48] {Threei}  DPLO Acquires Burman's Specialty Pharmacy for $72.8M in cash and $10M in stock
[15:48] {nemo} and shorts are covering in the indexes
01[15:50] {Threei}  still bets on resolution

Thursday, June 18, 2015

June 18 2015

Shaky morning with a few rinses, then picked up the pace and righted the ship. Ended slightly positive, mostly thanks to Greece jitters.


Session Time: Thu Jun 18 00:00:00 2015
[09:08] {RonS} gm
01[09:09] {@Threei}  ron :)
01[09:20] {@Threei}  (GR) Greece Fin Min Varoufakis: To present its proposals to Eurogroup and need to reach effective consensus - France Fin Min Sapin: There is a possibility to advance the dialogue, can converge on discussions- EU's Regling: Ministers did not discuss a plan B for Greece or a Greece default- EU's Dijsselbloem: have not discussed Greece debt swap
01[09:20] {@Threei}  *I know you can't start your morning without dose of Greece drama
01[09:20] {@Threei}  but fear not, I am to the rescue
[09:22] {dino} ty
01[09:22] {@Threei}  my pleasure
01[09:26] {@Threei}  Upside:
01[09:26] {@Threei}  -CRDS +15% (positive development in patent litigation)
01[09:26] {@Threei}  -DGLY +9.2% (positive broker commentary; momentum from strong TASR body camera sales)
01[09:26] {@Threei}  -BMRN +6.8% (BMN 111 improves growth velocity in children with achondroplasia in Phase 2 trial results)
01[09:26] {@Threei}  -PIR +5.8% (earnings)
01[09:26] {@Threei}  -SGYP +5.5% (positive broker commentary following yday's positive Phase 3 plecanatide data)
01[09:26] {@Threei}  -PERI +4.7% (expects Q2 results to meet or exceed prior guidance)
01[09:26] {@Threei}  -KR +4.2% (earnings)
01[09:26] {@Threei}  Downside:
01[09:26] {@Threei}  -ONVO -16% (priced $40M offering at $4.25/shr)
01[09:26] {@Threei}  -JBL -7.5% (earnings)
01[09:26] {@Threei}  -ORCL -6% (earnings)
01[09:26] {@Threei}  -NUE -2.2% (earnings)
[09:31] {dino} trip sm s brk .00
01[09:32] {@Threei} Short Setup: FB  .90 break
[09:32] {dino} rdus wow
01[09:32] {@Threei}  Invalidated
01[09:34] {@Threei}  [TRIP] Stifel reiterates Hold rating - Yesterday, TripAdvisor announced an Instant Booking partnership with Marriott International ahead of the seasonally busier 3Q- Firm notes the agreement will allow travelers to book Marriott hotels without leaving TripAdvisors interface and signifies a major step in the rollout of Instant Booking to larger hotel chains
01[09:36] {@Threei} Long Setup:  JPM  .25 break
01[09:36] {@Threei}  If holds  .20
01[09:36] {@Threei}  meh
01[09:38] {@Threei} Long Setup:  JPM  68 break
01[09:38] {@Threei}  If holds  .90
01[09:41] {@Threei}  stop to .94
[09:41] {dino} axs sm l .46, gappy
01[09:41] {@Threei}  meh
[09:45] {dino} out axs .72, +.26
01[09:45] {@Threei}  rinse JPM
[09:46] {dino} out anip calls +1.50 / 33%
01[09:48] {@Threei}  GRUB Seeing put activity 1053 Jul 35 puts trae at $1.40
01[09:50] {@Threei} Short Setup: FB  .40 break
01[09:50] {@Threei}  If holds  .50
01[09:54] {@Threei}  no go
01[09:54] {@Threei}  not my morning
[09:54] {nemo} numbers @10
01[09:59] {@Threei}  *(US) JUN PHILADELPHIA FED BUSINESS OUTLOOK: 15.2 V 8.0E
01[09:59] {@Threei}  *(US) MAY LEADING INDEX: 0.7% V 0.4%E
[10:06] {RonS} dino, ltre  off a report of $320 mil order...
[10:09] {dino} tsu sm s .90
[10:09] {dino} wow ron
[10:11] {RonS} tsu move is off a ubs pimp on brazil telcos
[10:11] {dino} ty
[10:12] {dino} ltre sm s .07
01[10:14] {@Threei}  do I really see $2 stock in play?? :)
[10:15] {dino} \cemp bit crazy
[10:17] {RonS} cemp ttph itci cprx srpt...barrons on-line says the sm bios for next 6 mos...
01[10:18] {@Threei} Long Setup:  VXX  .20 break
01[10:18] {@Threei}  If holds  .15
[10:18] {dino} ron, you are a news machine
[10:21] {dino} cov ltre .95, +.12
[10:21] {RonS} speed reader from being a history major
[10:22] {dino} good at it
[10:22] {dino} played ltre wrong, should have been serious size
[10:26] {dino} tsu stop .11 -.21
01[10:26] {@Threei}  Invalidated
[10:27] {RonS} gs ubs cs have market power on their calls...
[10:28] {dino} seems so
[10:30] {RonS} hele move off a louis navallier buy note
[10:31] {dino} ctrx
[10:35] {RonS} CTRX ..  forecasts that an agreement with UNH  will be finished by Q3 of this year
[10:47] {dino} adms spike
[10:50] {RonS} fit trim
[10:50] {RonS} fit bit?
01[10:51] {@Threei} Long Setup:  FCX  .90 break
01[10:51] {@Threei}  If holds  .80
[11:05] {RonS} esrx big move
[11:07] {dino} l adxs .29
01[11:11] {@Threei}  1:1
01[11:11] {@Threei}  hey, I won one
01[11:12] {@Threei}  proverbial blind squirrell
[11:14] {dino} adxs stopped. frustration incorporated these last two days
01[11:17] {@Threei}  Pope is a climatologist now?
[11:18] {dino} yeah, like the church uses science
[11:21] {dino} asei
[11:21] {cosmo} devine science?
[11:22] {cosmo} ah...define science
[11:23] {RonS} ASEI - Dealreporter .. Talk of considering sale
01[11:23] {@Threei}  science is undefinable
01[11:25] {@Threei}  you don't define science; science defines you
[11:30] {dino} out fcx .99, +.08, ty 3i
01[11:30] {@Threei}  yw
[11:31] {dino} asei s .30
[11:32] {dino} cov half .70, +.60
[11:33] {dino} cov remainder .99, +.31
[11:34] {dino} adxs rinsed, lots of rinses lately
[11:38] {cosmo} 3i:) Exactly...defining the science and then defining the deniers has been the problem
[11:39] {dino} pbfx crazy
[11:42] {dino} pbfx smr s .04 gappy
01[11:45] {@Threei}  define the deniers before deniers define you
[11:47] {cosmo} that can get ya fired, i say...
01[11:48] {@Threei}  Once again we have seen a minor surge of optimism regarding Greece, as there are reports the EU and the ECB were drafting a possible debt relief plan to be used IF Greece and the creditors reach a final deal. However, the chances for a deal are looking highly tenuous and more realistic viewpoints have also been aired.
01[11:48] {@Threei}  IMF Chief Lagarde warned that the payment due from Greece at the end of June was definitive and there would be no grace period or possibility of delay. Austrian Finance Minister Schelling was more direct, saying the game is over, while German CDU MP Krichbaum said Athens is wasting its time.
01[11:49] {@Threei}  11:32 Nasdaq breaks above all time intraday high of 5,132.52, reached on March 10, 2000
[11:50] {dino} wow, took 15 years
[11:50] {RonS} big news...tsla tweet indicates a tesla Hot Wheels...
[11:50] {dino} lol
01[11:50] {@Threei}  what 15 years in face of eternity
[11:50] {RonS} only way Musk gets to his million cars sold...
[11:51] {dino} lol
01[11:53] {@Threei}  Belgium, France and Austria moved tp arrest Russian state assets held in foreign banks
01[11:53] {@Threei}  cool beans
[11:57] {dino} finally a country recognizes the occupation
[12:00] {nemo} TWTR
[12:01] {RonS} TWTR talk they will feature live events
01[12:02] {@Threei}  [TWTR] CNBC: company adding human curators for live events on Periscope video feed
[12:09] {dino} cov pbfx .70, +.34
01[12:10] {@Threei}  wtg
[12:11] {dino} thx
[12:21] {RonS} GREECE AID TO BE EXTENDED UNTIL YR-END W/O IMF: DIE ZEIT
[12:25] {RonS} grek roaming
01[12:26] {@Threei}  lol
01[12:28] {@Threei}  - Creditors to provide final offer to Greece of extending the current rescue program. ECB Pres said to be joining leaders of major euro zone nations in the effort but the IMF would not be involved in the financing for the time being. The IMF could participate later if euro zone members agree to a debt restructuring plan.
[12:30] {nemo} well this explains why the market ran from the open
01[12:33] {@Threei}  I was saying this for weeks
01[12:33] {@Threei}  markets are sure something will get worked out
01[12:37] {@Threei}  1:2  FCX
01[12:51] {@Threei}  (IR) Iran reportedly plans to offer longer and higher profitbility contracts to oil companies assuming economic sanctions are removed - press - Contracts will ask companies to share technology with Iran
01[12:52] {@Threei}  (GR) Follow up: Germany's Merkel, asked about latest press report of new creditor offer to Greece, says she only knows of Greece govt's new proposals, not aware of new media reports - Merkel responding to the earlier German press report that Euro Zone and ECB will offer to extend Greece aid package through year end; IMF not participating.
01[13:01] {@Threei}  (GR) Bundesbank's Thiele: Must be able to ensure Greece can stand on its own now and into the future if it is agreed by creditors to provide help- Members must get their budgets and banking systems in order
[13:02] {RonS} Greeks:  there is order...we need money...you give it to us...
[13:12] {RonS} In regards to that die ziet report earlier .. EU Diplomats report has nothing to do with reality
01[13:15] {@Threei}  lol
01[13:15] {@Threei}  (GR) EU officials deny earlier Germany press reports that creditors would make concessions to Greece allowing program to go through to year end without the IMF
01[13:15] {@Threei}  man
01[13:25] {@Threei} Long Setup:  IWM  .75 break
01[13:25] {@Threei}  If holds  .65
01[13:31] {@Threei}  1:1
01[14:05] {@Threei}  1:2
[14:06] {RonS} good one, like pulling teeth
01[14:07] {@Threei}  yeah
01[14:34] {@Threei}  (GR) Greece Fin Min Varoufakis: New proposals submitted, which, if accepted, would provide and end to the Greece crisis issues; offer was credible - both sides are close as far as fiscal issues
01[14:35] {@Threei}  (GR) EU officials indicate the ECB told the Eurogroup today that it was unclear whether Greece banks would be able to open on Monday
01[14:35] {@Threei}  here goes intimidation
[14:36] {dino} azur drop
01[14:50] {@Threei}  (GR) Portugal Fin Min Albuquerque: Greece did not present any concrete proposals - EMU Fin Min conf post meeting - Belgium Fin Min Overtveldt: Greece proposed 'pretty vague' new ideas
01[14:51] {@Threei}  I am about to start crying
[14:53] {RonS} mso
[14:53] {RonS} wsj reports sequential brands near deal for mso
01[14:56] {@Threei}  halted
01[14:57] {@Threei}  opened again
01[15:05] {@Threei}  wow
01[15:37] {@Threei}  watching VXX for pullback entry
01[15:37] {@Threei}  and hopefully last scalp of the day on closing fear
01[15:38] {@Threei}  (GR) Bank of Greece said to have requested emergency ELA funds - Greek press
01[15:40] {@Threei}  on .05
01[15:40] {@Threei}  in
01[15:40] {@Threei}  stop .99
01[15:40] {@Threei}  EUR/USD Falls about 20pips below $1.1365 following comments from EU's Dijsselbloem stating Greece moving in direction of euro exit (related GREK)
01[15:44] {@Threei}  nice image: https://scontent-sea1-1.xx.fbcdn.net/hphotos-xft1/v/t1.0-9/11412448_10204182055142992_8736241689280602605_n.jpg?oh=4a7a3f052f1d999e041f36137a9db357&oe=55F3B161
01[15:49] {@Threei}  half out
01[15:55] {@Threei}  out in full with closing scalp
01[15:55] {@Threei}  thank you, have a good evening
01[15:55] {@Threei}  see you tomorrow

Wednesday, June 17, 2015

June 17 2015

Better day, finishing positive. Expected more readable plays today though, this unreadable up and down after FOMC announcement stole a lot of opportunities 

Session Time: Wed Jun 17 00:00:00 2015
[08:57] {dino} gm
01[08:58] {@Threei}  dino :)
[09:07] {RonS} gm
01[09:07] {@Threei}  ron :)
01[09:24] {@Threei}  Upside:
01[09:24] {@Threei}  -SGYP +47% (data for plecanatide Phase 3 trial met endpoints)
01[09:24] {@Threei}  -KYTH +23% (AGN buying company for $75/shr, $2.1B total)
01[09:24] {@Threei}  -QIHU +9% (received buy-out offer from CEO Hongyi Zhou worth $77/shr)
01[09:24] {@Threei}  -TMUS +1.6% (speculation that CMCSA interested in the company)
01[09:24] {@Threei}  -CELG +1.3% (disclosed additional $4B repurchase authorization)
01[09:24] {@Threei}  -BOBE +5% (earnings)
01[09:24] {@Threei}  -YY +4.7% (more Chinese ADR buyouts)
01[09:24] {@Threei}  Downside:
01[09:24] {@Threei}  -RCPI -19% (entered $3.7M registered direct offering)
01[09:24] {@Threei}  -DTEA -14% (earnings)
01[09:24] {@Threei}  -LZB -4.3% (earnings)
01[09:24] {@Threei}  -FDX -2.4% (earnings)
01[09:33] {@Threei} Long Setup:  VXX  .50 break
01[09:34] {@Threei}  If holds  .45
01[09:35] {@Threei}  Invalidated
01[09:35] {@Threei} Short Setup: FB  82 break
01[09:35] {@Threei}  If holds  .10
01[09:37] {@Threei}  1:1
01[09:39] {@Threei}  1:2
[09:44] {dino} jmei sm s .07
[09:45] {dino} bs is hod
01[09:50] {@Threei} Short Setup: FB  .80 break
01[09:51] {@Threei}  If holds  .90
[09:52] {dino} cdk sm s .19
01[09:53] {@Threei}  1:1
[09:55] {dino} midd smr s .90
01[09:56] {@Threei}  oh biy, spread
01[09:56] {@Threei}  MIDD :)
[10:02] {dino} midd stopp
[10:02] {dino} .35
01[10:13] {@Threei} Short Setup: TWTR  .60 break
01[10:13] {@Threei}  If holds  .70
[10:14] {dino} xon spike
01[10:15] {@Threei}  Invalidated
01[10:15] {@Threei}  (GR) Germany Foreign Min: Greece not expected to present any new proposals on Thursday at Eurogroup, time is running out for Greece
[10:15] {dino} sm s .02
01[10:15] {@Threei}  [UBER.IPO] California Labor Commission rules that Uber drivers are employees
[10:21] {dino} xon stopped .35 -.33
[10:22] {dino} frustration day
[10:24] {dino} rinsed
[10:25] {dino} shop spike
[10:29] {nemo} FED day
01[10:37] {@Threei} Short Setup: FB  82 break
[10:41] {RonS} deo pop
[10:44] {RonS} hearing lvmh may buy deo's % of moet hennessy
[10:45] {dino} deo smr l .73
01[10:48] {@Threei}  [MC.FR] LVMH said to consider buying Diageo's 34% Moet Hennessy stake; prior agreement would allow the repurchase at a discount amounting to 20%
[10:51] {dino} deo stopped
[10:58] {dino} coc cdk .85, +.34
[10:58] {RonS} hearing ms has gone restricted on twtr...speculation they may be representing a possible bidder...
01[10:58] {@Threei}  TWTR Hearing vague takeover chatter circulating- emanates from speculation that the shares could have gone restricted at Morgan Stanley
[11:00] {dino} twtr sm l .68 stop lod
01[11:01] {@Threei}  (GR) Greece Govt official indicates Greece will make concessions but not on pensions; confirms will not have money for IMF payment without a deal with creditors - press - Deal must be economically viable- calls for bonds held at ECB to be transferred to the ESM
[11:01] {RonS} ha, now ms saying not restricted on twtr...
[11:03] {dino} wtf
[11:06] {dino} sstk sm l .99
[11:19] {dino} cov jmei .91, +.18
[11:22] {dino} out sstk .32 ave +.33
[11:23] {dino} rinsed deo too
[11:30] {dino} xon sm s .54
[11:31] {dino} cov xon .24, +.30
01[11:36] {@Threei}  1:2  FB
01[11:36] {@Threei}  out
01[11:38] {@Threei}  Greece seemed to slide further toward default today, as various Eurozone officials began admitting even more openly that their governments were preparing contingencies for Grexit, while EU officials talked about how effective capital controls were during the Cyprus emergency. For his part, PM Tsipras said his government would still offer a big no to a bad agreement and reiterates that further pension cuts are not possible. Other Greek officials confirmed that absent a last minute deal, there was no money to pay the IMF at the end of June.
[11:38] {dino} xon sm s .11
[11:47] {dino} cov xon .85, +.26
[11:48] {dino} finally back in the black, tough morning
01[11:48] {@Threei}  wtg
01[11:48] {@Threei}  http://higherperspectives.com/hell/
01[12:08] {@Threei}  (GR) ECB said to raise ELA ceiling from €83B to €84.1B
[13:01] {nemo} sheesh...didn't think we'd have this kinda' action today...must be raising rates
01[13:05] {@Threei}  nah
01[13:07] {@Threei} Long Setup:  MCD  .65 break
01[13:07] {@Threei}  If holds  .60
[13:07] {dino} w/strong dollar, doubt any raise soon. plus greece chaos
01[13:11] {@Threei}  right
06[13:21] * @Threei kicks burger in the rear
[13:24] {dino} trip spike
[13:27] {dino} trip sm s .09
01[13:30] {@Threei}  (US) Preview: FOMC rate decision to be released at 14:00ET; Fed economic forecast at 14:00ET; Yellen press conf at 14:30ET Though the Fed has removed the last of its calendar based guidance and indicated that any future meeting is now "live" for a possible rate hike, rate liftoff is not expected in today's policy announcement. Economic data has only just started to rebound from the anemic Q1 numbers, and most analysts now see the September meeting as the likely timeframe for the Fed's first rate hike. It seems highly unlikely that the Fed would spring a surprise rate hike on the markets today after spending years talking about transparency.
01[13:33] {@Threei}  half out MCD
[13:36] {dino} trip stopped
[13:42] {dino} trip sm s .65
[13:47] {dino} stopped again
01[13:54] {@Threei}  1/4 more out MCD
[13:55] {nemo} FED
01[14:00] {@Threei}  *(US) FOMC HOLDS FED FUNDS RATE TARGET AT 0.25%: INFLATION CONTINUES TO RUN BELOW TARGET; ENERGY PRICES APPEAR TO HAVE STABILIZED - Vote: 10-0
01[14:01] {@Threei}  eeck
01[14:01] {@Threei}  market did the weirdest cha-cha-cha I've seen since flash crash
01[14:03] {@Threei}  Fed Rate Path Forecast: 15 officials see first hike in 2015 (15 prior); 2 see first hike in 2016 (2 prior)
01[14:04] {@Threei}  so how is it anything new and exciting?
[14:06] {dino} time to go down
01[14:08] {@Threei}  one more spike, IMO
[14:09] {nemo} try for stops above today's highs perhaps
[14:09] {nemo} 90% of the time highs and lows on FOMC day are made AFTER 2:00 pm
01[14:18] {@Threei} Long Setup:  MCD  .10 break
01[14:19] {@Threei}  If holds  95
01[14:20] {@Threei}  Invalidated
[14:21] {dino} vxx l .70
[14:39] {dino}  vxx stop .58, -.12
01[14:48] {@Threei}  to the moon alice
[14:48] {nemo} .65 gap fill
01[14:54] {@Threei}  FB... break of fail
01[14:57] {@Threei}  If holds  .10
01[14:57] {@Threei} Short Setup: FB  82 break
01[15:03] {@Threei}  die already, will ya
[15:04] {nemo} not going down with the market
01[15:06] {@Threei}  (US) Fed Chair Yellen: Have to be cautious about starting too early or too late on liftoff - Q&A - Reiterates timing of first rate hike is less than important than overall trajectory of rate policy over time- Committee will look at a wide variety of data in making decision on when lift off is appropriate; there is no simple formula; reiterates still looking for more progress on labor market and there has been some progress on inflation
01[15:07] {@Threei}  it didn't go up with market earlier, and move up was much larger
01[15:12] {@Threei}  stop to .06
01[15:15] {@Threei}  meh
01[15:20] {@Threei} Long Setup:  IWM  .50 break
01[15:20] {@Threei}  If holds  .40
01[15:25] {@Threei}  HTZ Seeing call activity4600 Jul 21 calls trade at $0.70
01[15:31] {@Threei}  no go
01[15:32] {@Threei}  USD extending decline across the board; EUR/USD rises above $1.1350 (1-week high)
01[15:34] {@Threei}  [EW] FDA approves Sapien 3 artificial heart valve
01[15:35] {@Threei}  man... dino'd have a field day with this one
01[15:36] {@Threei}  a dollar drop in one breathe
01[15:38] {@Threei}  2
01[15:40] {@Threei}  ok guys, thank you, have a good evening
01[15:40] {@Threei}  see you tomorrow

Tuesday, June 16, 2015

June 16 2015

Back and forth, a few wins, a few stops. Choppy day ending slightly negative.


Session Time: Tue Jun 16 00:00:00 2015
[08:52] {dino} gm 3i
01[08:52] {@Threei}  dino :)
[09:05] {RonS} gm
01[09:06] {@Threei}  ron :)
01[09:21] {@Threei}  Upside:
01[09:21] {@Threei}  -AERI +44% (positive FDA feedback for Rhopressa)
01[09:21] {@Threei}  -COTY +15% (close to deal to buy three P&G Business for about $12B)
01[09:21] {@Threei}  -GBSN +11% (granted European patent protection)
01[09:21] {@Threei}  -XOMA +5.4% (no news seen; call activity)
01[09:21] {@Threei}  -JAKK +3% (authorized to purchase up to $30M of outstanding common stock)
01[09:21] {@Threei}  -SUNE +2.3% (acquired Continuum Wind Energy in India)
01[09:21] {@Threei}  -HRTX +2% (initiated Phase 2 trial of HTX-011)
01[09:21] {@Threei}  Downside:
01[09:21] {@Threei}  -AAVL -49% (bad data for Lucentis)
01[09:21] {@Threei}  -CAPL -8% (hearing 4.6M shares secondary priced at $31.45/shr)
01[09:33] {@Threei} Short Setup: FB  81 break
01[09:34] {@Threei}  If holds  .10
01[09:37] {@Threei}  1:1
[09:37] {dino} mei drop
[09:44] {dino} nbix spike
01[09:46] {@Threei} Long Setup:  IWM  .95 break
01[09:46] {@Threei}  Invalidated
[09:50] {RonS} cag spike w/ 10k jul calls bot
01[09:52] {@Threei} Long Setup:  FB  .55 break
01[09:52] {@Threei}  If holds  .45
[09:53] {dino} cag hl s .71
01[09:55] {@Threei}  1:1
01[10:09] {@Threei} Long Setup:  MCD  .45 break
01[10:09] {@Threei}  If holds  .35
01[10:10] {@Threei}  Invalidated
01[10:11] {@Threei}  YOKU Chinese blog speculates that Alibaba could make a takeover bid as part of BABA's growing video content strategy
[10:13] {dino} i speculate that it will rain today
01[10:13] {@Threei}  not here for sure
[10:14] {dino} ;)
01[10:15] {@Threei}  was thinking of VXX .10 entry...
01[10:15] {@Threei}  grrrr
[10:19] {dino} adms spike
01[10:19] {@Threei} Long Setup:  IWM  .60 break
01[10:19] {@Threei}  If holds  .50
01[10:25] {@Threei}  half out
01[10:25] {@Threei}  stop .59
[10:29] {RonS} cag call selling...good sign if still short dino
[10:30] {dino} rmti spk
[10:30] {RonS} that chart is insane
[10:36] {dino} still short
[10:37] {dino} bs is .86
[10:44] {dino} cag .51 tough support
[10:47] {RonS} bcrx getting hit re neg article saying influenza drug cause a prob i can't spell...
[10:48] {RonS} thrombocytopenia
01[10:48] {@Threei}  if you can't spell a problem, there is no problem
[10:48] {dino} sstk drop
01[10:48] {@Threei}  it's a rule
01[10:49] {@Threei} Short Setup: FB  .70 break
01[10:49] {@Threei}  If holds  .80
01[10:49] {@Threei}  thrombocytopenia - sounds like something nemo says instead of good morning
[10:49] {RonS} jesus, that report was orig published in 2014...bcrx
01[10:50] {@Threei}  lol
[10:50] {RonS} only to his girlfriend trying to get laid...
[10:50] {dino} shop spike
01[10:50] {@Threei}  2014;53(20):2369-71. Epub 2014 Oct 15.
01[10:50] {@Threei}  http://www.ncbi.nlm.nih.gov/pubmed/25318805
[10:51] {RonS} casinos popping mgm lvs
01[10:51] {@Threei}  and yes, ron:
01[10:51] {@Threei}  The thrombocytopenia slowly responded to treatment with oral prednisolone.
[10:52] {dino} sstk sm l .60
01[10:52] {@Threei}  [MGM] Tracinda's Kirk Kerkorian has reportedly passed away - press Kerkorian was the founder and largest holder in MGM Resorts.
[10:55] {dino} cag cov .53, +.17, ty ron for idea
[10:57] {dino} fdx drop
[10:57] {RonS} ups too
[10:58] {RonS} something w/ amzn...crowdsourcing delivery program... wtf is that?
[10:58] {RonS} "mulling"
[10:58] {dino} smr l fdx .66
[11:00] {dino} thx
01[11:00] {@Threei}  [AMZN] AMZN Reportedly considering a delivery program that is crowdsourced; would pay retailers to store packages and would pay people to deliver them
[11:01] {dino} out fdx .60, +1.00
[11:01] {RonS} gj
01[11:01] {@Threei}  nice
[11:02] {dino} ty
[11:07] {dino} cdk
[11:10] {dino} cdk sm s .36
[11:10] {RonS} cdk announces "transformation plan to strengthen business and enhance long term value"
01[11:12] {@Threei}  TWTR Notes expanded video features
[11:12] {RonS} some SA short is long cntf...pimping it w/ an article
[11:13] {dino} cdk, just bs letter
[11:16] {dino} cdk sm s .56
01[11:22] {@Threei} Short Setup: TWTR  .65 break
01[11:23] {@Threei}  If holds  75
01[11:28] {@Threei}  much slower day than yesterday
[11:28] {nemo} they're going back to vwap
[11:28] {nemo} FED tomorrow, Greece Thursday
[11:29] {RonS} Greece every day...
01[11:30] {@Threei}  lol
01[11:30] {@Threei}  'twas time of greece...
01[11:31] {@Threei}  greece was shining, 'twas shining bright
01[11:31] {@Threei}  no go TWTR
[11:31] {nemo} jumped my stop
[11:31] {RonS} whilst 3i was hoping twas bacon greece...
01[11:32] {@Threei}  only =cause there is no greek scotch
01[11:38] {@Threei} Long Setup:  FB  .15 break
01[11:38] {@Threei}  If holds  .05
01[11:55] {@Threei}  no go
01[11:55] {@Threei}  Greece is again the central concern for global markets this morning, with ominous tones heard in the rhetoric on both sides. PM Tsipras was claiming that Greece's creditors want to humiliate it and the ECB was insisting on asphyxiating Athens over recent months.
01[11:55] {@Threei}  While Chancellor Merkel diplomatically said that Europe would do everything in its power to keep Greece in the Eurozone, Finland PM Sipila warned that the possibility of Greece default was discussed at the EU summit last weekend, while EU Commissioner Dombrovskis said he "wouldn't elaborate" on contingency planning on Greece (more or less confirming that a Plan B is in the works).
[11:55] {RonS} EU'S JUNCKER SAYS HAS HAD NO CONTACT WITH GREEK GOVT SINCE SUNDAY BECAUSE NEGOTIATIONS GOING NOWHERE
[11:56] {RonS} bet i know what juncker drives...
01[11:56] {@Threei}  hugo?
[11:56] {nemo} Yugo
[12:01] {RonS} hearing talk of a greek haircut now inevitable due to Trump tv appearance...
[12:02] {cosmo} Greece likes his hair?
01[12:02] {@Threei}  if it does, that alone is enough to throw them out of EU
01[12:03] {@Threei}  and of the whole continent
01[12:03] {@Threei}  and of the face of earth
[12:03] {cosmo} hmm...go out in style
01[12:03] {@Threei}  and trump is what, honorable member of Elect Hillary Committee?
[12:04] {cosmo} non-partisan
[12:04] {dino} no way
01[12:04] {@Threei}  I have this bad feeling, dino...
[12:05] {dino} he's republican
01[12:05] {@Threei}  yes
01[12:06] {@Threei}  and his running is working for hillary more than for anything else
[12:06] {dino} no, primaries will take care of that
01[12:06] {@Threei}  there is no frikin way he will be taken seriously
[12:07] {dino} he won't run imo
01[12:07] {@Threei}  yes but if primaries turn into clown wagon, it taints whole republican field
[12:09] {dino} hate to say it vad, but media is in love w/hillary. unless something big/bad comes out on her, this election is already over
01[12:10] {@Threei}  that's exactly my baf feeling mentioned above...
01[12:10] {@Threei}  bad
[12:10] {RonS} barf too
01[12:10] {@Threei}  true
[12:10] {dino} in media eyes, she is a saint and somehow deserves it
01[12:10] {@Threei}  Freud
[12:11] {cosmo} she has more skeletons than Forrest Lawn
[12:11] {cosmo} the list is waiting
[12:11] {dino} agreed cosmo, but media gives her a free pass
01[12:11] {@Threei}  yes, and they all will be ignored
[12:11] {cosmo} sigh
[12:12] {dino} her time in state dept was a complete failure. world fell apart on her watch
01[12:12] {@Threei}  just as media ignored everything there was to look at with Obama
[12:12] {dino} yes. 90% of media is so liberal, they refuse to report the truth
[12:13] {dino} not to mention, bruce jenner bgets more air time. usa is a mess
01[12:14] {@Threei}  well, I'd put it this way:
[12:14] {dino} lol, maybe bruce will run, since they luv him so much
01[12:14] {@Threei}  whole world is a mess, USA just used to be less of that
01[12:21] {@Threei} Long Setup:  MCD  .45 break
01[12:21] {@Threei}  If holds  .35
[12:37] {nemo} .22 level in facebook
01[12:37] {@Threei}  trail to .39
01[13:00] {@Threei}  half out .53
01[13:00] {@Threei}  stop .44
[13:13] {dino} cdk just can't break under the 56
[13:14] {dino} finally
[13:16] {RonS} blackstone and carlyle to buy ncr... dbd sympathy move
01[13:41] {@Threei} Long Setup:  TWTR  34 break
01[13:41] {@Threei}  If holds  .90
[14:02] {dino} cov cdk .00, +1.56
01[14:05] {@Threei}  wtg
01[14:07] {@Threei}  let's scratch TWTR
01[14:07] {@Threei}  doesn't look like going anywhere
01[14:11] {@Threei}  EBAY PE firms said to be interested in its enterprise unit valued at up to $1.5B, sale could come within weeks
[14:12] {dino} sstk sm l .01 ave
[14:22] {dino} out sstk .33, +.32
01[14:22] {@Threei}  looks too soon to me...
[14:23] {dino} it was
[14:23] {dino} need to work on that
01[14:48] {@Threei}  [TWTR] FBN's Gasparino: banking sources say Twitter would be open to a potential sale to large internet firm like Google or Facebook
01[14:48] {@Threei}  mother...
01[14:58] {@Threei} Short Setup: TWTR  .75 break
01[14:58] {@Threei}  If holds  .85
01[15:01] {@Threei}  no go
01[15:15] {@Threei} Short Setup: FB  .15 break
01[15:15] {@Threei}  If holds  .25
01[15:33] {@Threei}  Invalidated
01[15:33] {@Threei}  annoying day
01[15:33] {@Threei}  nothing like yesterday
01[15:33] {@Threei}  which was beautiful
01[15:33] {@Threei}  can I live in yesterday?
01[15:34] {@Threei}  every day
[15:35] {dino} same thoughts here
01[15:35] {@Threei}  groundhog day had right idea
01[15:37] {@Threei}  OK guys, if I hated whole day, I am not likely to love last 20 min
01[15:37] {@Threei}  let's have a good evening, and start anew tomorrow
[15:40] {dino} gn