Broad market:

                Price action: spx moving up in range2120 – 2220, nas new high

                Breadth:  &nasi moving up, $nymo positive but not overbought yet.

                Sentiment: neutral

                Seasonality:  bearish

Overall, cautious bullish

Holding :

Gld: full position, keep as long as 124 hold

Yrd: half position, keep above 17, add if 24 break

ung: half position, will add at 8, cut if break 7

Candidate:

Jo: coffee may enter bull market,  looking for buy opportunity if pull back to 21

Slv: buy around 14.5

Wynn: looking for daily price pattern for swing trade

Mu: possible buy around 16.9

Twtr: watch pull back buy opportunity, bet it get buy out at higher price.