in mid-November I exited oil in a timely fashion and shorted travel&tourism - this positioning is still running- but i think my fear of a covid/lockdown-winter has already come and gone in the market's psyche. time to get long long oil again and close the shorts? anyway, picked up some AVTR on this dip.
Good Morning Stock fans..... Welcome To Your annual Santa Rally! Unconventional if you saw the action on the cruise lines yesterday especially Norwegan you were pretty much told what to do.- Delta has been up too- Personally I would rotate into MGM and Ceasars // I'm considering doing the Ceasars part myself. These Hotels are still dead- most have to be transitioned into housing. And non essential travel is still dead... people I talk to are cancelling trips not booking them. Oil I really have no grasp of. In general the market is in a queer phase now just teetering until some finality comes from this China property meltdown and who ultimately holds the bag when Evergreen or whatever it's called is finally revealed totally.
OK IT IS TIME TO DOUBLE DOWN ON APPS!- I said originally that APPS would be $77 in 2 weeks BUT OMNICROM came and you cannot hold that against me can you-? Give me till the end of the month. BUY APPS- $50<-----------
Energous' 1W WattUp PowerBridge transmitter receives regulatory approval in Asia ยป 06:10 WATT- $1.42 <----- XPeng named 'Research Tactical Idea' at Morgan Stanley 05:16 XPEV Marqeta, Klarna expand partnership into 13 new European markets 05:05 MQ Marqeta announced that it has expanded its partnership with Klarna, the global retail bank, payments, and shopping service, into 13 new European markets: the United Kingdom, Germany, France, Italy, Spain, Netherlands, Poland, Belgium, Austria, Ireland, Norway, Finland and Denmark. This new European expansion of Marqeta's partnership with Klarna began with the launch of Klarna's UK shopping app in May. This was followed by a broader expansion to 12 additional markets in September, with Marqeta supporting Klarna's one-time virtual cards in all 12 markets. This represents an expansion of the scope of the two companies' partnership. Marqeta launched in Europe in 2018, and in November announced that the number of transactions processed by its European customers in the third quarter of 2021 increased by over 340% year-over-year. Klarna is the top dog. To work with them is alot better than going against them! This sector has been blasted<----- WATCH MQ-$17.75<---- Oh my.....
Cathie Wood's ARK Investment bought 254.6K shares of XPeng on Monday 20:21 XPEV XPeng added as research tactical idea at Morgan Stanley 15:38 XPEV Morgan Stanley analyst Tim Hsaio added XPeng as a research tactical idea as he believes the share price will rise in absolute terms over the next 15 days given that the short-term valuation has become "much more compelling" amid a correction that he attributes to concerns about potential Chinese ADR de-listings. The dual listing in Hong Kong of Xpeng "should meaningfully hedge the risk of disruption to operations and funding access," contends Hsiao, who has an Overweight rating and HK$275 price target on the stock.
Stoney!!!! I gave you a huge winner yesterday and I get nothing! $87.28 now in the premarket. DOMO has given us another chance at $48. Buy the DOMO Stoney!!!! It's your baby anyway. DOMO hits $60 before APPS! The race is on.
Will our perennial dog LDOS go up on the Biden/Putin phonecall? Will NATO need Liedos' wares of war? What if Putin shuts off the natural gas Stoney?!!! What's our LNG play?
Confusing Times> My idea that tech would come roaring back because of slowing growth has to be double thought. I do think slower growth is coming but maybe I'm off. I walk around I see a lot of closed stores. It could be post- nuclear war... we have to pay for this at some point. But the general feel of the market in the BIG picture is this is now the 2nd time it has tried to push down tech and rotate... I assume into material.. banks.. all the crap I'm not good at... I have been pushing the idea of GARP. Growth At A Reasonable Price.. and loading up on those type stocks. But now I'm thinking maybe the move is into the hardest hit the most obliterated. -> Director of Bausch Health (BHC) Steven Miller purchased 60,000 shares of company stock at $24.23 per share for a total transaction amount of $1,453,524 Draganfly says Draganfly Trophy Truck won second podium place at Mint 400 07:48 DPRO Dragan