10am update – opening gains

US equities open on a positive note. Gold prints $1895s with Silver $24.90… helped by a fractionally cooler dollar, -0.1% in the DXY 92.87s.

sp’60min

VIX’60min

Summary

S/t momentum will be prone to turning positive by early afternoon, and that should keep price propped up into the weekend, if not all the way into early Tuesday.


notable stock: DIS

Disney earnings were ‘mixed’, turning another quarterly loss. As expected though, the mainstream focus was on Disneyplus, which is now up to 73M paying subscribers. I actually expect Disney to increase prices by $1 by spring 2021, and Mr Market will like that.

notable stock: CSCO

Earnings were reasonable, although y/y rev’ is still declining… much like IBM.

notable stock: LI

There is a lot of hot money/attention in the EV makers.

notable mining ETF: GDX, 60min

The baby bull flag has played out, and the s/t setup offers upside into early next week, at least to tag the lower end of gap in the mid $39s. I’m not concerned with the opening black candle, and I Hold.