kaltbaum email

Past leaders CMG and ISRG blowing up in aftermarket.
I have no conviction on the market here…but I do have plays. Keep in mind, a crapload more earnings coming out in next two weeks.
UNP broke out today on volume. You can probe in the 100-121 area with the idea it holds the 120 breakout.
I am undecided but when market is up, easiest to isolate weakness…so thinking C and maybe JPM are shorts right about here…with very low risk stop just above 50 day. I will advise on this in the morning.
I will have a full report over the weekend but looks like MNST is done…EQIX is close…and WFM on the ledge. All this while nasdaq gets bid off the semis and some big cap moves.