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$CLF
Strong AH beats by FB and AAPL should settle the markets tomorrow. Morgan Stanley on CNBC just said they continue to favor value plays in materials and financials, as the re-opening trade still works.
The long thesis is still in tact on $CLF. Report from yesterday that Blackrock has increased position in $CLF to 15%, and is now holding 20,000 call options
Very bullish for $CLF... solid buy.. Q4 earnings beat around the corner while Steel is over $1000 per ton.
