Monday Morning Trading Notes - July 8, 2019
$DB will lay off 18,000 and get out of the equities business. With the impending stock market drop one day (who knows when), this risky transition may pay off.
$DB, Deutsche Bank AG / H1

Money could flow to $SAN and $LYG:
$SAN, Banco Santander, S.A. Sponsored / H1

$LYG, Lloyds Banking Group Plc / H1

Markets now worry over any rate cut. Strong job numbers could lead to just a 25bp cut.
When is it time to buy $AMD puts? Also, the Navi cards are poor performers and have a loud stock cooler. Nvidia $NVDA really blocked AMD and ruined their GPU announcement.
$AMD, Advanced Micro Devices, Inc. / H1

$NVDA, NVIDIA Corporation / H1

$BA Puts.
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