Monday, April 27, 2009

Swine Flu Plays (April 27, 2009)

Emini S&P is not making the Swine Flu outbreak a really big deal yet....

Some media reported a "Dive" in the Futures....don't make me laugh....

This just shows how much this market wants to be around these levels. I am approaching the market this morning with a Neutral bias....

Watching these stocks, hopefully the market will not cheat by pricing in the news by gapping first thing in the morning.....
Bonds - TLT
travel - CAL, UNP, BNI
fertilizer - MOS, POT
health - Should go up
Crude Oil - Should come down

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