as posted yesterday: Old company name stocks like $GE and $HPQ continue to lose money for buy and hold investors. Sell these stocks and buy relevant names like Facebook $FB, $TWTR Twitter, $CGC Canopy Growth for variety. Though weed stocks are on a downtrend, the drop will end. Start a small position and gear up for a 2020 recovery. Roku $ROKU is back above the $105 level. How long will this last? Streaming services plays like Netflix $NFLX, $GOOG, $DIS Disney Plus Service and even $AAPL Plus are better alternatives. Resource stocks are in bear territory. Avoid $FCX Freeport-McMoRan and Cliffs $CLF for now. Energy stocks $BP, $Cop, $CVX, and $SLB are out of favor. Accumulate the latest dip. ... Gold $GLD $GDX may trend higher. Crypto is in freefall and the US dollar is weakening. That is an ideal bullish environment for gold. Which way do markets go this week and for the month? October started out with two days down, two days up. Fed may not even cut rates if job numbers are strong. The economic weakness – ISM numbers – are all due to the year-longer trade war. Vote: $SPY Puts or Calls? To that trader holding $50,000 worth of SPY 290 puts expiring in three weeks...good luck. Don’t fear the rally because the economy is slumping and the stock market will need to adjust slightly to price in the downside. The delegates from China, US will chat. They might move markets with hints of progress. Just don’t expect any deal talk holding up. Trade and sell into the rally.SELL $NIO. Avoid $BIDU, $BABA, $IQ for now. $MOMO is at risk of dropping, too.