Continue to hold longs from previous recommendations.
Headline blur. What channel to watch? Who to listen to in real time? How to trade it? Should you trade it? Is anyone even trading anything?
The Chinese are playing their cards wrong and could end up losing no matter who ends up in the White House.
Cisco blamed its light guidance on macro headwinds. But as its own numbers show, software and security spending is holding up better than hardware spending in this environment.