A Tough Mo-rning for the Mo

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Despite the Dow being up 150 pts as I write, one segment of the market that’s not on board with the rally are consumer momentum stocks, which are down almost across the board–many significantly so: NFLX -8.7%AMZN -2.33%LULU -3.2%CMG -2.2%PCLN … Continued

John Paulson Top 10 Holdings

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There was an article in the Journal today about hedge fund competitors of John Paulson preparing to capitalize on Paulson’s poor performance by gaming his possible liquidations.  Below are the top 10 holdings of Paulson’s funds as of the end … Continued

YTD Sector Performance

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The S&P 500 is down 5.5% YTD including today’s rally.  Perhaps not too surprisingly “defensive” sectors are faring the best in the negative environment.  Utilities are the strongest performers YTD followed by Consumer Staples and Healthcare.  Financials have been the … Continued

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