I am travelling to Brussels and will not be able to post for a bit
Fundamentally I believe
1. Oil services are amazingly oversold. As long as oil >$40 per barrel and spare production capacity is <5%,>$70 and spare capacity is ~2%
2. TRID will be interesting
3. Stocks will rally in 2 weeks
TIE and TRID both doing bad after results, any views ? I bought Jan 08 calls for both of them but seems they are getting a beating with the general market and the good stuff is getting discounted.
ReplyDeleteany update on TIE
ReplyDelete