2 ideas from this batch

Inflation finally cools, rate hike fears fade — buy the broad market relief rally

The surprisingly large drop in June inflation officially cools the immediate pressure on the Federal Reserve to raise interest rates. Wall Street had been pricing in a high probability of a hike, so this update creates a classic relief rall

IBM's nightmare earnings shock — short the rip or ride the collapse

IBM's surprise profit miss and 20%+ collapse represents a fundamental shift in its business, not just a normal bad day. Management explicitly blamed a shift in client spending away from their software and infrastructure segments, which mean