Wednesday, 07/15
- Before OpenMS
- 2:00 PMFed Beige Book
Portfolio Roadmap
- BTD to full SPCX Sympathy basket
- Sell commodities to min & cover rate sensitive shorts on CPI (6/10)
- Simplify Portfolio (ETF only, except SPCX Sympathy) by 6/9 into vacation + call stock replacement
- Monitor SPCX IPO for buy / Sympathy sell down
- Portfolio trim / reduce risk at Jun OPEX
Next Ten Weeks
| Week | Date | Day | OPEX | Econ | Earnings | Major Events |
|---|---|---|---|---|---|---|
| 29 | 16-Jul | Thu | Claims, Retail Sales | UNH, NFLX | STDN IPO (est) | |
| 17-Jul | Fri | SPX-M | Michigan | QYLD, RYLD, XYLD roll | ||
| 30 | 20-Jul | Mon | ||||
| 21-Jul | Tue | Redbook | HAL | |||
| 22-Jul | Wed | VIX | 20yr | PM, GOOG, GOOGL, TSLA, CSX | ||
| 23-Jul | Thu | 10yr TIPS, Claims | FCFS (est), DECK (est) | |||
| 24-Jul | Fri | HCA (est), SXT, THC | ||||
| 31 | 27-Jul | Mon | 2yr, 5yr | |||
| 28-Jul | Tue | 7yr, Redbook | CZR | |||
| 29-Jul | Wed | FOMC | META (est), MSFT | |||
| 30-Jul | Thu | Claims, GDP | AMZN (est), MPT (est), NCLH (est); +2 more | |||
| 31-Jul | Fri | Michigan | CVX | EoM | ||
| 32 | 3-Aug | Mon | ISM-M, QRA-Est, S&P-M | |||
| 4-Aug | Tue | Redbook | BP, ULS (est), AMD | |||
| 5-Aug | Wed | ISM-S, S&P-S | JACK (est), LLY, NVO (est); +3 more | |||
| 6-Aug | Thu | Challenger, Claims | KDP, KTB (est), PCT (est); +4 more | |||
| 7-Aug | Fri | NFP | XOM (est), TTWO | |||
| 33 | 10-Aug | Mon | Infl Exp | |||
| 11-Aug | Tue | 3yr, Redbook | ||||
| 12-Aug | Wed | 10yr, CPI | HYPD (est) | |||
| 13-Aug | Thu | 30yr, Claims | AAP (est) | |||
| 14-Aug | Fri | Michigan, Retail Sales | ||||
| 34 | 17-Aug | Mon | ||||
| 18-Aug | Tue | Redbook | AS (est) | |||
| 19-Aug | Wed | VIX | 20yr, FOMC-Min | LOW, TGT (est), TJX (est) | ||
| 20-Aug | Thu | 30yr TIPS, Claims | DE, MNSO (est), ROST (est), WMT | |||
| 21-Aug | Fri | SPX-M | QYLD, RYLD, XYLD roll | |||
| 35 | 24-Aug | Mon | PDD (est) | |||
| 25-Aug | Tue | 2yr, Redbook | ||||
| 26-Aug | Wed | 5yr, GDP | NVDA (est), SJM (est), ANF (est); +1 more | |||
| 27-Aug | Thu | 7yr, Claims | BBWI (est), DG (est), DKS (est); +2 more | |||
| 28-Aug | Fri | Michigan | BJ (est), BKE (est) | |||
| 36 | 31-Aug | Mon | EoM, MSCI rebal | |||
| 1-Sep | Tue | ISM-M, Redbook | SIG (est) | |||
| 2-Sep | Wed | Beige Book | CRM (est) | |||
| 3-Sep | Thu | Challenger, Claims, ISM-S | GIII (est), LULU (est), AVGO (est) | |||
| 4-Sep | Fri | NFP | BABA (est) | |||
| 37 | 7-Sep | Mon | Labor Day | |||
| 8-Sep | Tue | 3yr, Redbook | ||||
| 9-Sep | Wed | 10yr | ||||
| 10-Sep | Thu | 30yr, Claims | ||||
| 11-Sep | Fri | Michigan | ||||
| 38 | 14-Sep | Mon | ||||
| 15-Sep | Tue | 20yr, Redbook | Tax payment | |||
| 16-Sep | Wed | VIX | FOMC, Retail Sales | |||
| 17-Sep | Thu | 10yr TIPS, Claims | ||||
| 18-Sep | Fri | SPX-M | QYLD, RYLD, XYLD roll | |||
| 39 | 21-Sep | Mon | Infl Exp | |||
| 22-Sep | Tue | 2yr, Redbook |