December 2, 2014
1-855-RWT-0008
Prepared by the good people at Random Walk, LLC.
CYBER MONDAY GOING ON NOW!
Finishing Touches in its ENTIRETY is ready.
Great Morning !
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I made a mistake yesterday. TODAY is the last day of Cyber Monday. In the past we ended it on Monday at midnight. I apologize for the confusion.
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I am ordering tickets for Cirque du Soleil for everyone today. If you have not told the office if you are bringing someone to the show we will assume you are going to attend as a single in the group. Yesterday was the deadline, but you can call or write (an email) until noon today (if you are bringing someone). Thanks.
Closing Prices From Yesterday
Today’s Number(s)
Yesterday and Today
Important Reminder for POT:
The office is going back over the POT trades and updating the files, so when you go into the POT portion of our website you can click on any trade (trade #160 for example) and get the detailed history from beginning to end. How cool is that? You asked us to do this, so we are.
Schedule
Yesterday
A very strange day yesterday – VERY.
OIL- Closed down $7 on Friday and was down another $1.50 in the pre-market. Out of nowhere buyers came in and forced the commodity higher by almost 5%. This was the largest 1-day move in 2 years (to the upside).
AUTO – Auto and truck sales come out today. Yet it was announced yesterday that the Black Friday sales this year were up 10% from last year. Come of this was temperate weather. No one wants to stand on a car lot in sub zero weather, and last year we had the notorious Polar Vortex. I suspect the numbers out today will be good even though Black Friday will not be in the calculation. If bad the effect should be minimal. If good things could scream to the upside for the automakers.
TECH – Tech was slammed yesterday with news of poor internet sales on Black Friday. Yet this was announced BEFORE Cyber Monday when companies like AMZN, BABA, AAPL, etc do their brisk holiday sales.
BABA – Alibaba was slammed yesterday as a wave of China bashing set in. Some politicians are upset that a company like BABA can come into the US markets and do internet sales without paying sales tax. I am not being political here when I say this is bad. Politicians have an insatiable thirst for tax revenue to waste. They will start at BABA to get the laws on the books, as it is easy to get a pro-America fever going.
Once they (politicians) see how much money they take in from BABA they will start castrating AAPL, AMZN, etc. on internet sales. They will pass legislation making every business pay to each state it sold product in. This will create such a paper trail mess it will force many companies out of business because of red tape.
This is why the stock was down $5.65 yesterday. I would also argue (without proof) that it had impact on other companies like AMZN. Is it a tariff or a tax on the internet sale?
METALS – All metals were up strong yesterday as well as oil. In short there was a huge run towards commodities that have been beaten down all year.
TODAY
I CAN’T STRESS THIS ENOUGH…
People usually don’t hear everything I say. I can be wrong without people hearing me say something I didn’t. Typically December is a strong month, especially the last few days of the year. Yet it is also very common, almost assured, that there is going to be at least one scare in December.
December is a very important month for sales in this country. Black Friday was coined because that was typically the date (on average) where companies in the US started to make money (after cost of goods, salaries, rent, and taxes).
Many times the one big drop is the result of the New York Times coming out warning that sales are going to stink for the month of December. They pretty much use the same article every year, but just change the date. This time we started December a little weak on internet sales concerns, which I think will be proved to be a false flag.
But we also have to keep in mind that there media is not reporting anything about what is going on with Russia. With Ferguson, Missouri riots going on there is a bigger news story than what Russia is doing. Yet Russia is moving 100+ trucks more into the Ukraine. Russia has their bombers buzzing the US and UK coastlines. This is something that needs to be kept in the back of our minds at all times, and I would not be comfortable being “balls out long” this market without a huge amount of adequate hedges.
One mistake (like shooting down a Malaysian plan) again, and we can see this market fall 3% in a minute. But for the most part I am bullish, and think that the death of the internet has been greatly over-exaggerated. Then again, a politician with the stroke of a pen can kill it. But it will not be their fault (just ask them).
POT is held each Wednesday night at 7:00pm eastern.
Contract the office at 1- 855 – RWT – 0008 for more details.
Attorney Stuff
DISCLAIMER (Seriously!) All data above is provided for informational purposes only. Random Walk makes no guarantee as to the accuracy of the data.
Trading is almost as much fun as black jack in Vegas, but without all the annoying distractions of free drinks, Broadway shows, gorgeous people with low morals, and free buffets. It also has about the same odds of success, so when you lose all your money you wont have to walk past a smiling pit boss. Even Bruce Wayne lost everything with options in The Dark Knight Rises, and Superman keeps his day job at the Daily Planet newspaper.
We have the utmost respect for our attorneys who tell us any attempt to trade is throwing money out the window, and investing is risky business (still a great movie). Past performance doesn’t mean a thing. The future is even scarier. Random Walk and everyone associated with it promises absolutely nothing. We guarantee nothing. We wont ever do anything right unless it is an accident.
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Random Walk deeply cares about each and every student. We try to keep the selling of products to a minimum. We believe our students are a result of attraction rather than promotion. This does NOT mean that the more attractive you are, the more we promote ourselves (in general).
Our products are written ONLY by floor traders, fund managers and retired floor traders. But that really doesn’t mean much. They are expensive and unique. That does NOT mean they (materials) come on a tablet of concrete from Mt. Sinai. . If you are still reading this, you will likely be the first to have gotten this far. No guarantee for accuracy is made. Nothing we do is audited and we make no promise of accuracy.
Because of the proprietary nature of our materials and the ease of electronic copying, all sales are final. There are far too many people who have no problem stealing our materials and putting them on torrents or copying them. These are the same low-life, selfish, whining, half-wit hypocrites that would cry like a newborn with a wet diaper if someone stole their car radio. They have to pay for our materials before stealing them, and live with their karma (and our legal team). Yes, we have caught a few and now have one person working on detective work solely.
Sales are far from our largest concern. If you are a whiner, complainer, or generally unhappy with life please go to someone else in this industry who values money over happiness. We can point you in the direction of other firms that only care about the bottom and top line. Jerry Springer can also point you in the right direction. Besides whiners are a total distraction from the awesome group of students we are fortunate to have. We are truly blessed and thank them (provided that is fine with our lawyers). “Thank yous” are only handed out in countries where legal and void where prohibited. If your country does not allow “thank yous” please refrain from accepting it. This disclaimer is copyright material and not a joke.
