04Dec3:44 pmEST
Seeing the Short Side Line Up Well
I am seeing plenty of shorts setting up, including F GM, and of course major casinos like LVS MGM WYNN.
In addition ERY remains at the top of my list. And TZA is on the radar to short the small caps.
Simply put, I am still not seeing a good amount of actionable long ideas, beyond a few casual dining plays or mid-cap biotechs. I am flat here, but that can change quickly tomorrow morning.
More in my video market recap after the bell.
See you there.