- Weak dollar, lots of deals, commodity prices up, steel and energy started moving, yields dropped
- Private equity is all ok
- FXE dollar trade
- Airlines in trouble, 91% increase in cancellations and flights delayed 45 minutes or more up 61% YOY, sell regional airlines
- JNPR infrastructure supplier behind T and other operators
- iPhone component makers: Samsung, IFX, MRVL, TXN, NSM
- Ag plays still working: TNH, MOS, AGU, POT, MON
- Final trade: MCD, ZQK, FCX, SNCR
Monday, July 2, 2007
Fast Money Recap July 2
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