I am surprised at the extraordinary strength of today's rally. AMZN Amazon is particularly impressive. Other stocks of note include CHRW which was recently called away from me. BNI is down after its earnings and would be a stock to buy today, if I had to buy something.
BA Boeing reported strong earnings, however, they did not raise their guidance. The 787 is on schedule and long term that is much more important than one earnings report.
Positions: C hedged, BA, FLR unhedged, and a lot of cash that is waiting to buy selected stocks on a pullback.
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