Conversations with Jaguars – August 25 ($LMT, $NOC, $ELY, $BHP, $UPS, $INSP)


Short term technical view on $LMT and $NOC with stocks setting up for breakout as money rotates from Growth to Value for 2nd consecutive day. Strong golf channel checks are very good for $ELY plus TopGolf IPO as the kicker. Update on $BHP short and $UPS long ideas that were covered in JaguarMedia two months ago. $INSP is expected to have a large partnership signed with $ANTM by end of September, could be very positive for 2H20 and beyond.