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The potential spinoff of Sikorsky could bring in $10 billion.
Altice in talks to buy Time Warner Cable. Fed meeting minutes released today; September rate hike seen. Japan's economy grew faster than forecast.
After a nice consolidation, Skyworks Solutions appears ready for a breakout.
Comments by Dick's Sporting Goods add to the positive case.
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We also see increasing European and potential Chinese market opportunities.
Also: Dollar gains ground after Benoit Coeure of the ECB said the bank would step up quantitative easing, China approved reform strategy guidelines for this year focusing on financial reform.
Ambarella's volume has been tremendously strong the last few days on its breakout.
We exited one position, initiated another and expanded a third as investors assessed global economic stimulus.
We'll put our proceeds from the TRW buyout in the IWM for the time being.