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Thursday, April 14

2 long ideas. Financials like BAC and Materials like X

I think the market might consolidate a little here before making the next strong up move. The economy is recovering as fast as expected. Despite Alcoa’s revenue miss, I believe that JPM good results would support the current eps projections. Overall, the market seems to continue the rally until the FED has tire out of its Quantitative Easing.

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