I recorded this prior to CPI data, but we're seeing a huge inflation number and the market has shifted to expect a .5% (not .25%) rate increase in March. This will lead to a down day on the market because of this but there are opportunities.
Disney - beat - up over night
Uber - beat - up over night
Twilio - beat - up over night
Mattel - beat - up this morning
Opportunities discussed:
F - under $18
Coin - under $200
CLF - reports at 10am and I've gotten out after a gain before the earnings announcement
UA - they were up 4% yesterday - reports tomorrow
SKT - with the down market this could be a good opportunity to buy before earnings next week
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