GBA Presents: House of Gummy-!

Interest Rate traders continued to up their Bets on a September rate cut throughout the Session.

 

Momentum here:
MAIN Main Street Capital- has over 5% yield and breaking out

$52.25 0.38 (+0.73%)4:00 PM 07/05/24
NYSE | $USD | Post-Market: $52.25 7:59 PM

 

I'm locked out of this article on Seeking alpha but it sounds interesting.

Wells Fargo sees AI-driven data-center demand benefiting natural gas companies
SA NewsYesterday, 11:28 AM

 

I can tell my the header a few of the investments and they appear to all be LP's one has really out moved the rest:::


WES Western Midstream Partners, LP Common Units- Boffo chart has a nice big yield... wish I had found this earlier...

$41.11-0.06 (-0.15%)4:00 PM 07/05/24
NYSE | $USD | Post-Market: $41.11 7:00 PM

 

I decided to take a global look at populations and air conditioning and there the opportunities pop. China only 60% India barely any...

https://www.statista.com/statistics/911064/worldwide-air-conditioning-penetration-rate-country/

 

$22 Billion

Carrier Global sales up nearly 10%....

 

Amazing that nobody has picked up on these factors. It's genius.

 

UPDATE- (and reply to an email)


Natera, Inc. (NTRA)- Indeed it stalled out exactly where the TA indicated a problem. in May it was $111.
I would move on.





112.74 +1.10 (+0.99%)
At close: July 5 at 4:00 PM EDT