Hey everyone welcome welcome back well, this is gon na be entertaining uh. It is the morning after the the crazy new variant and the more and more you read about it, the more and more you hear about uh likely and - and hopefully this continues, but um symptoms. Uh for this new particular variant, not uh, well, potentially, more transmissible but uh. Hopefully it uh continues to uh, be reported that it's uh it's much less uh uh of an effective virus uh in terms of of of people getting sick or or severely ill uh.

You know we, we uh have this, this memory of the delta variant, just being so much worse, making people sicker and it being more transmissible that another variant i think, gives the gives markets this shockwave feeling of oh no. This is bad and uh and the more the more reporting we get on uh omicron so far is that uh uh we're seeing more mild symptoms. In those cases now no guarantees it'll still take the world health organization uh a couple weeks, probably to give us an exact uh but uh. Obviously, vaccine manufacturers are optimistic that they can retool their own uh, their own vaccine toolkits, but uh market overall, pretty positive today on uh this news.

So let's go ahead and see what we got going on. Uh we'll pull up weeble here in just a second but uh yeah we're we're green across the board here, at least on indices. Let's see here all right today by the way, should also be the last day that i have to do this little webcam thingy we'll get to go back uh to um to the computer, soon uh but anyway. So, let's see here, what do we have? We have uh indices green across the board, uh up uh, one percent, essentially on the dow here up 334 points: s p's up: 1.08 percent nasdaq 1.19.

I mean this is a solid rebound right across the board and then you've got uh oil up six point: eight percent remember: on uh friday we had uh an over ten percent sell-off in oil. So uh you know. If, if you lose ten percent, you gain ten percent back you're still down uh one percent but uh. This is a pretty big rebound here for oil.

So a lot of optimism coming back here, a little bit of a bounce here on that 10-year, as well. 1.55. Now again at the 10-year, so good recoveries here so far, let's go look at individual shares and see how those are moving. We saw.

Let's see also do a quick little look here: uh quinn market camp bitcoin, sitting again around that 50 cent. Bitcoin's really been stuck around that fifty seven thousand three to eight hundred range uh and you've. You've noticed that ethereum just consistently stays above 4k very difficult to get ethereum under uh 4k. All right, let's jump on over and see what we got going on in individual sticks and potential opportunities.

Let's see yeah all right, all right, so uh we've got modena, uh moderna up 11.3 percent, unbelievable this uh. It's it's coming back! Look at that! We had 20 on friday, uh, followed by 11.3, now really reactivated the uh. The modern play uh, which has has been one froth with uh or full of momentum, uh, looking at uh losers. Here, we've got logitech down 4.9 merc with its uh red pill, down 2.6 lower efficacy on that pill than than we first expected in uh trials.

So uh, not so great uh, oh, is, is that true did uh written us file, uh a lawsuit. Let's see here, uh. That is very interesting uh. You know i okay, it seems like there's a lot of misinformation about that one.

That's circulating so uh, there's just things that say there could be a lawsuit. No, i don't. I don't see anything about an actual filing. Yet so i'm not sure about that one, but anyway uh then we've got uh or let's see here, peloton down 177 zoom down 257..

These are actually not down as much as they ran on friday. Remember how quickly folks were flying into these state-home trades again. Really. I i think the whole stay-at-home thing is just overdone uh like i, i don't think we're ever going back to the uh uh, the crazy uh stay-at-home uh madness that we previously had uh, mostly because there's been kind of a reason.

They've been on a trend of a sell-off, so they haven't been ones that i recommend seeking refuge in uh. I do like don't get me wrong. I do like docusign long term, but i do worry about that software multiple compression. So i think that we are still going to see some headwinds for companies like potentially cloudflare docusign uh, and i mean i hope not because i love those companies, but on the flip side.

They'll also be opportunities for me to buy, for example, if i could get docusign under 200. Again, that's going to be great. If i can get cloudflare under 150 again, that's going to be a treat that'll be a treat. I want to take advantage of uh but uh.

You know peloton 45 46, not jumping up and down at opportunities here like that, in my opinion, and not very exciting uh, so not really much to the downside here but uh. There are some things that are sitting a little bit lower that are green, but not terribly green. Like take a look at this, i was looking at this one, a bit in pre-market thinking about buying a little bit of uh end phase yeah end phase. Uh is uh.

Oh now, all of a sudden up three percent, but anyway uh end face is up about uh three percent here in the pre-market sitting at about two point: five, four, this one uh, let's go ahead and pull zoom out a little bit here. See look at that we've we've come down from about uh 282 here. So what do we have now? If we're at 248 divided by 282, see so we're down about 12 percent from from highs here on end phase? You know if, if i needed to go shopping, i might consider going shopping here. I actually felt similarly about nvidia.

If i needed to go shopping and nvidia is selling for where we at 322, two divided by you know, that's that's seven percent off a heist, so we're not like super super high off, but i mean you look at end phase. You look at nvidia, both phenomenal companies. If you really needed to do some nibbling, you got two companies off some highs. Uh matterport, i i am back over 28 dollars.

Again, it's incredible uh! I i don't. I don't know that. I really want to jump into this. One again uh, but uh, let's see 28 25 divided by.

I can't believe we hit 30 80.. That's crazy! It's down about eight 8ish percent off of those highs uh. So you know there's some things over here that uh that that are buy a bull uh that are not offensive. You know, a firm is, is off of uh.

Some of its highest sofa is very nicely off of its highs. So there's there's a little bag that if you wanted uh to pick up and buy a little bit of stock, uh uh end phase nvidia uh. You know the uh, maybe a tiny little bit of matterport. These are not at horrible prices.

Look at google, for example, off of that 30 or 3037 level 3037 right now we're sitting at 2856 divided by look at that six percent off over here right. Let's just quickly write that down! So that's goog about six percent! That's n phase down about 12 percent from all-time highs. You got matapor what was that about four or six percent, something like that? Uh nvidia was uh, something like what would i say. I don't know six eight percent, something like that tonight: uh, google and phase matterport nvidia, oh so far, yeah so far, has definitely retracted.

A bit more see. Look at sofi here, you know, even though it's up three percent right now, it's still it's it's down. A great chunk uh from where we were oh yeah, look at that look at that. There's there's a dip by uh down 20.

What is that 26 yeah? That's juicy and uh. I can't say that we're really off well all-time highs on tesla 1104, divided by 1243. uh, tesla yeah, also down about 11 from that from that all-time high figure, tesla 11 yeah uh. So i mean there are definitely some things that if you wanted to uh, add well yeah and then look at paypal too, i mean this is just ridiculous, though uh paypal has just gotten destroyed, uh, i'm not sure.

What's up with the payment processors, honestly 30, we'll call about 36 percent there paypal, but uh yeah, so so there are definitely some things off those all-time highs, uh and then, of course, you got some of the other ones. The the software companies, like palantirs we've, seen some compression already uh all right. So, let's see here then uh sheep sitting at 39 cardano sitting at 1.58 bitcoin there's that 57.2. It's really struggling to get above this.

This line set here. It's incredible. This has become such a strong point of contention. Let me go to the hour chart it's a little bit easier to see it.

This um this region over here is, is really where we've been playing a lot in sort of this channel. There's 58 000 figure to 56 six. We just keep going back and forth in this little channel here for bitcoin uh. You don't see that uh! Well, you definitely see more of an opportunity when you, when you get down to that 54 000 level.

Oh the margin, video well. Thank you. I exactly keep getting that rejection at 57.5. That's right! Uh! Thank you for saying that brett, that's uh! You know it's something that i had written down for uh um.

You know i had written down as like an idea like. Oh, i should i should talk about my my margin, thesis and i've just been kind of kicking the can down the road and then yesterday like no, you know, let me go, do the the numbers on it and uh. I was blown away by some of the things that i saw: uh yeah, especially like nvidia uh or visa incredible margins, but uh yeah. Thanks for that, um was the video.

I was punting and i'm glad i made it yeah. I i i this is what i keep hearing over and over again that that maybe it's because uh crypto's doing more transactions and that you know potentially uh blockchain is going to take away from uh the uh, the payment processors so um, interesting interesting. Somebody says s. T n e uh - i i mean i can't look at multiple things at once, but uh s, t and e i've never never heard of it.

I'll look really quick s! T n e! Let's see what this is s, t n e, so this is a stone, cold, limited. What the heck is this um? It's never heard of it. What is it that's? That's all i want so it provides financial technology solutions, end-to-end cloud-based tech platform to conduct electronic commerce online across in-store and mobile channels. They serve customers in brazil.

So it's like a a fintech for brazil, wow. Okay, that's cool, don't know anything about it, but uh. I suppose we can do a quick little. Let's see here, still s t and e.

Hmm financial analysis i'll quickly see what we got on these folks uh. So s t stne is uh they're, profitable net income, 670 million eps 227.. Oh, that's interesting! Hmm yeah! These smaller fintechs, that's interesting yeah i mean you've got it's profitable company you've got uh growth uh. I mean big growth expectations for the company geez anywhere between 25 to really 30 percent growth expected eps, 2025, 8 eps, 2021, 2.27 and the thing selling for for 16 stone, oh stone, co.

Now, let's go look together, a little bit all right. Let's see here, phone call i'll share the screen, give it a sick share screen. So this is it so it's kind of like the square of brazil. Maybe yeah look at that.

It does kind of look like the square of brazil. She definitely is into uh square. Hmm yeah, that's interesting. Stone's bore customers all over brazil.

What's up the population over there, 200 wow. Oh brazil's a lot larger than i thought it was 212 million wow. I was going to guess it was more like the size of like germany or something like 80 mil boy. I was wrong.

That's interesting. It's actually not not terrible, hmm, fascinating, eight percent cash back on everything. If you're talking about this company being an eight percent cash back on everything, for some reason that doesn't shock me, given that they have inflation of like ten percent over there uh, which is pretty kooky, but look at that stock performance. That is juicy look at that from 92 dollars.

Folks, this is a 92 dollar stock. It has lost 82 from its highs. I don't everybody seems to be hating the payment processors right now. It's insane there's so much euphoria, potentially around just blockchain, but um ouch uh.

Let's see how much she holds in the thing, let me do a fact check that she even holds it uh huh. I imagine it would be an arc f see our gap. Our biggest holding is uh is square yeah. It looks like it's there.

So arc has a 1.75 weight. Oh gosh, look at her cost average. 49 average. Oh that's a burn.

I actually didn't know they had the little average button here. That's that's kind of cool square, oh she's, good on square! How much one! Oh! That's cool! Oh yeah! It's right here. Oh that's, interesting, yeah! Look at that cost average, not bad! Oh, i didn't know she was into etsy. Hey! That's my play.

Stop crowding my play! That's cool uh! Oh you were talking about something else. All right. Let's go back to the sticks. That's an interesting one, i might add it to the stick.

Yeah, but yeah golly payment processing is just so wrecked right now it it must be. I mean the only thing i can imagine is crypto, because i mean you look at square paypal, visa, mastercard, this one. The what what do we call the stne? They are just all absolutely destroyed, and it i mean excuse me, it's it kind of the market is kind of implying that these companies just aren't going to have a chance to adapt. That's roughly what the market's implying and i don't know, i think, that's a little overblown.

I don't know how i feel about that all um, let's see what else huh, okay, uh s, i'm really interested to see the first 15 minutes of svxy right now. It's looking like uh it'll, be around 57 12.. It's a nice little pop off. I expect that to really quickly move to like 60.

Again, though this is the uh inverse, it's not a 100 inverse, but roughly inverse volatility. Hmm they're going all all the way of kodak. Oh no, oh no yeah. How does paypal go well, i i wouldn't be surprised if, in the future, the uh payment processing companies will all use some form of a blockchain infrastructure, but i mean if the fees plummet.

It's gon na be interesting. Linda's gon na be interesting. Uh, rinsed investor yeah, yes check out cro what the heck is. Cro well see c r, o canadian arrow.

This is another one. I know nothing about be listed. No there's nothing on there. Cr must be something else talking about anyway: okay good, so oh my gosh.

How is twitter up nine percent? Why? Why why? Why is twitter up hold on twitter? Let me see what the news is: uh, twitter, twitter, twitter. China's twitter, like weibo, plans a 547 million dollar hong kong listing or 48 whatever, depending on how you do it. Okay is that that it like that's it? Oh, oh, whoa, whoa, ceo jack dorsey, is expected to step down. It just came through.

What is this? What oh cb cnbc got this story first, that did not happen in part because of the pandemic um and that's where we stand guys. So you know, i know you have a a long relationship with ned. I i was with him quite a bit to get comments from uh. Mr ceo and uh try and get a little more on this uh.

This story, you can see now twitter shares responding positive. The again the stock itself has not done particularly well uh. Hey. How much would you like what would you feel like if you were the ceo and the day you announced you were stepping down the stock skyrocketed 11.

I feel like that's a big middle finger to jack dorsey golly uh. That's interesting, cnbc broke that one. They got that out about 90 seconds before uh bloomberg. That's crazy! In fact! Bloomberg's only reporting it because cnbc reported it they scrubbed cnbc as well.

But now it's a big red banner everyone's freaking out about it um, i'm, i'm not sure why that's is it. I wonder if there's a press release on this all right. Let me see here uh twitter, press release. There must be like a press release or something twitter, twitter, twitter, twitter, or maybe this just quite frankly, came out on well see here.

No, no financial releases, nothing on their web page. Maybe this was just a tweet dorsey um. Let's see no, he literally just tweeted. Two days ago i love twitter.

You know he already knew that he was gon na announce. He was leaving huh a little bit of a hint, i suppose, but uh wow up ten percent. Let's look at the performance here gosh. I remember yeah.

Look at that! Oh twitter's just gotten raked over the coals, but the fact that it's moving 10 11 on this news - i don't know that's weird like it's not like. They announced a new direction or or any kind of difference. I mean you still got it's still the same company uh. Now that twitter blue thing could raise some revenue uh.

I do think there's some potential reason to be uh somewhat optimistic about that for twitter. The twitter blue thing lets you like, pin conversations in your message box. The undo feature is utterly garbage, but uh it does. Let you do a few other things like rearrange some buttons on on the the twitter app or whatever uh.

But, quite frankly, i think twitter blue is virtually worthless. Um yeah bloomberg is literally saying. Twitter, ceo jack dorsey, is expected to step down cnbc reports without specifying how it obtained the information bloomberg's like what are y'all doing. Cnbc bloomberg's casting shade that's funny because they didn't get to break it, but but in fairness they haven't said oh square is actually moving up as well on this news.

3.82. Is that true? Let's see here, let's look at that. Oh, oh yeah, look at that! Wow ooh end face a couple percent here: gosh hey! I guess it's just not light all right anyway, so uh look at this beach bodies down to two dollars and eighty cents. It just shows you these things.

They can easily go down to zero. Ah yeah yeah uh lemonade's down to 52.5 uh etsy's on sale, fractionally it's at 290.. It's still such a high price, but honestly everything, it's just everything's, gotten more expensive and the dip uh so far. This this month has not been very very in like exciting enthusiasm.

Uh hud, though up 4.76, that's nice, we just bought uh. What do we do? Friday bought honey but uh svxy closed shorts, and we expect these uh these to be up. I see svxy is up five percent uh hud, 8, 4.2 or whatever. So that's a good little trade.

Let me see what else jim cramer. Here's saying you'll just get to listen to twitter. So i i don't think you know that's not coming back. That's not! He stocks up 150 points and i don't think he wants another revolt.

Yeah yeah, they have been uh quite resourceful lately in developing some new product. Twitter blue, is that subscription service that we had long talked about for years. I think twitter's making a major series of changes and they're trying very hard. You know it's the twitter blue.

The one thing that that they do have going forward is is they're going to create monetization where they didn't have monetization before. Let's see how much the darn thing is, but uh, let's see yeah, because i got it just to test it out and i thought i might like it, but honestly i'll probably turn it off. So what is this? Some new features? Custom navigation, custom, app icon, custom theme reader, the undo tweet thing is so stupid, it's so dumb uh. How much is it um that makes you do it through the apple store, whatever that's gon na take a sec, but anyway uh no way are you serious.

Somebody wrote you bought hud eight leaps uh in june. After joining us nice, it was gon na be killing it yeah. I remember when we were buying options in june on hot eight. That was that's awesome good for you.

You still got them. Man jeez. It's awesome! Uh, that's super cool. Somebody says i have 3k cash, my rollover ira time to buy or wait for cheaper prices.

It's tough man, it it's the kind of market where i'll, probably uh. You know i did a little bit of crypto nibbling in in the crypto dip right sort of at the bottom of bitcoin prices, uh 53, 7. 54. 4.

545 right around there uh, but uh in terms of some of these stock prices. Look i want more exposure. Don't get me wrong, i would love more exposure to some uh some stocks and i might end up picking up some of these. You know at three dollars a month.

Thank you. I was looking for that. I've just been getting the pinwheel, but um yeah. The prices are high, i mean you do have you are off all-time highs on some things.

Remember in nvidia, eight percent, google six percent and face twelve percent matterport six percent. So far, twenty six percent uh tests, eleven percent, the um payment processors - they are getting whacked doug. How are most of your stocks at 52 week lows, you you got to join the stocks in psychology and money course look. The price went up, but uh there is um.

There is going to be a coupon for cyber monday week. I think it's just cyber monday is is what it is and it's cyber monday uh week, but um yeah, look it's it's uh, not not as great as black friday, but uh. It's still there uh and that's that's just for cyber monday week. Ah, there you go but um, okay, yeah, remember you always get all my buy, sell alerts inside the group, but you all know this already it's old news, so uh yeah, but i don't know what stocks do you have doug i mean if you only have payment Processors, i feel bad for you right now, but i get it all right.

So uh bell is in 15 seconds. Let's look at the bell and let's see how things open see if we get big, uh, big green here or what we're gon na end up getting on on the opening here, i'm gon na take a slurpee here, that's not happening! That's not gon na happen. No david has both sent the trial balloon up and shot it down. I always love that.

Let's get the opening bell here and the cnbc real-time exchange at the big board. It's ubs celebrating the grand opening of the ubs arena, a sports and entertainment venue all right. Let's see what we have here, so, let's see how things are: opening uh, tesla uh up, not sure which way is it gon na go. It looks pretty green to me that looks like a nice green mover there and face uh slightly red etsy.

Personally, i don't like buying pre-market anyway, oh etsy, just turned around etsy was slightly negative, and now it's going slightly positive square still moving on the news. The jack is leaving uh twitter, 10.5 percent uh. Let's see uh here's uh svxy ooh balancing around here around this uh 57 level. I think this will keep going up throughout the day.

We'll see here. We've got oh there's, there goes nvidia again, dang it that darn stock. You can't keep that thing down. You can't keep nvidia down.

You know right when we're talking in the pre-market about it being down. Eight percent off all-time highs. Look at it ripping folks, oh wow, it's just ripping man. Oh man! That thing just goes, uh yeah i didn't throw up.

I should have the heat map uh and i should be able to have uh screen shares back uh for the closing livestream. The computer has been fixed supposedly anyway uh. This euphoria is wearing off a little bit already here on twitter and uh. You can see that on square you're getting that rotation back down, so some of that euphoria is coming back off.

Yeah. Look at that square! Twitter! The euphoria is going away about this uh twitter, jack dorsey, stepping down news. You do have etsy now rotating down. What's happening, everything's going the wrong way: yeah, no tesla's! Still surging tesla, three percent, o m g uh end phase up uh 2.84 percent.

Here nvidia is almost at a full four percent. Matterport come on man, it's like all the ones that we were just talking about. Being on sale in the pre-market are all of a sudden running. We literally we made a list.

We made a list right right there. There is the list list literally said google six percent and face twelve percent matterport six percent nvidia eight percent. So far, twenty six percent tesla eleven percent paypal, thirty six percent and all of a sudden - these guys are running uh, lucid down point seven uh, corsair gosh! You cannot catch a break on corsair uh. Some of these stocks are just getting smashed uh.

Let me uh i'm going to try to see what i get c c c: r s, r, right c, r, sorry yeah there! It is okay, uh, i'm gon na look at the terminal on this thing, uh, because the financials, i don't think, are horrible. The problem with corsair, you want to know what the problem with corsair is. The g word: it's low uh. You pulled forward a lot of growth to 2021 you're expecting 2021 to end up with a 10 growth rate 2022 to drop to 6.5 and then maybe back to 10 in 2023, a little bit volatile some fluctuations than thereafter up and down.

But at least according to wall street estimates a little bit of pain there. Oh look at that cloud flare down three percent. This was uh one of the ones that we mentioned in pre-market that i was a little bit worried about software compression and i'm looking for a sale of uh cloudflare under 150 and then docusign and now all of a sudden they're rotating down well at least uh. That is docu uh.

I i don't think i'm a market wizard here, i think i'm a stock doc um, but uh yeah. That's interesting! Both of these guys rotating down a little bit here. Huh! Look at this this this uh, this drama, uh of the twitter stock, uh of oh yay, jack dorsey, is leaving everybody pile in and then the traders are dumping it. You know what it shows me is that you have a lot of day traders a lot of day traders sitting around watching uh cnbc, because you get this cnbc pump, but then you also get the cnbc dumb.

You know look at a firm uh down 1.85. I wouldn't mind a firm to to continue to fall a little bit like give me a little bit of a buying up. You know uh a firm's another one. I like a firm.

You know we didn't even write this one down as being off of all-time highs, but it's it's a good chunk down 133 divided by look at that. It's down 24 folks write that down a firm 24. That's nice! You know it did go down to 118. 118 divided by 176.

That would have been 33. That was a little discount sale and i remember looking at two: it was only there for like 30 minutes at 118.. I looked at it and i'm like 118 and i remember saying to myself not good enough. I'ma wait, but i literally remember consciously thinking to myself.

Should i buy a firm at 118. on the recent downside right all right? What else here uh so tesla's softening a little bit here? Uh s, p 500 is actually rotating down. What the hg double hockey sticks is this. That is not supposed to happen.

Uh! That's that is actually very interesting. Um hold on a second here, so i don't have wi-fi on this thing. There we go uh. So where were we here? Let's see here, um yeah.

I want to see the volatility really calm back down that that trades sitting at basically break right. Now that's boring. Hot aid mining is up like 8 grand uh, i mean that's cool, but i think is btc on a softening trend again right now. Let me see here: uh uh uh.

Where were we? Oh there? We go. Oh aha, all right here we go so btc. Let's see this here, btc usd yeah popping around at 57, 000 again, a firm's now down almost three percent. Look at that firms on the down course: oh you're.

Finally, getting an etsy sale, maybe 284! This is interesting. We're seeing some things sell off a little bit more here, oh spy, trying to stabilize. Maybe this is a bizarro market open i'll tell you, i feel, like volatility, is coming back. That's not good for the svxy trade! It's going red uh! Look at zoom zoom down! Four percent kathy wood cannot catch a break uh.

I i feel bad yeah, look it's. It was up one percent, and now it's only a point. Two percent nvidia is sitting at that three percent level. Some of that euphoria come off again.

Look at that, though. The safer place, folks, the apple and the microsoft up two percent - these are just companies, you cannot bet against. I mean microsoft's performance has been unreal, really really impressive. It's blown blown apple out of the water, certainly amazon out of the water and microsoft's just crushed it.

Uh and so as much as i'm not like the biggest microsoft fanboy they've done very, very, very well uh cloud phone, no i'm sorry, uh salesforce salesforce at 287. they've been on a little bit of a tear. Recently they were trading sideways for a while uh. If anything, slightly sideways and down robin hood again, look at that dropping more uh! We got those lockups coming up next week, folks next week and you're going to have a lot more liquidity for robinhood.

So i i don't think the worst is over. Yet for robin hood - and it feels weird, but i'm still being so patient with my with my um dollas uh, i'm spending a lot of time on the side with um, with a lot of the extra cash that i have somewhere around uh. What maybe 12 12 13 of my portfolio right now? Cash uh not invested sitting on the sidelines waiting sitting around waiting, uh btc trade - you know gave me a little bit of a pickup which is nice arc, just turned negative, that what is it with this hold? On a second here, let's let me look at the headline uh the headline indices here so yeah. The dow have folks the dow literally just halved from uh from from up one percent to only up point.

Five percent s p is up one percent still uh, pretty relatively stable, nasdaq 1.37 bonds stable. What sorrow market dollars are burning a hole in your pocket yeah. I know uh all right, let's see here, okay, what do we have up here? So we've got volatility's down 14. I mean that's what we expected a nice drop of that volatility.

Let me see here, but how are we doing on the last little bit here? This is the five minute chart where's today this chart isn't even up yet yeah. The volatility chart's not even up yet uh, at least that i could see so give another four minutes, and then i expect we should have the vol chart up cloud flare. Dropping 5.26 here, tdoc tdoc ran on on friday, but yeah look at that. Fintech is just getting wrecked.

Robin hood and a firm are now following square paypal. The entire fintech sector is just an utter disaster right now. That's disgusting excel fleets at 4.25 or 50 cents. Sorry piton goes down more hippo goes down.

Uh pinterest wouldn't be surprised to see redfin over here honestly that that one just can't catch a break either, but i actually don't see it roku how's roku. You know they still when when kathy wood goes in interviews - and maybe that's just like a respect thing, they do when she goes in interviews. People for kathy wood are still going kathy, kathy, you're, fun, you're fun last week or last year, returned 140 percent. Uh you're brilliant tell us about your latest thoughts on it.

That is still how folks were pitching kathy and uh. Nobody wants to talk about this year, though this year hasn't been that great um and that's no shade on kathy. I really like kathy wood, but i'll tell you some of the stocks. They've just have been hurting, uh and and there's such little end in sight for some of the pain in it and some of the plays and it's weird because you think like oh yeah, the square sell-off will stop.

Oh the roku sell-off will stop. No, i mean look at roku, i mean roku this year. Folks it started off at a close of about 3 35 you're down. What is that 230 by 335.

you're down 31 percent? Damn you know, and then it makes you wonder like okay. Well does that mean? It's time to buy the dip, i don't know you know, there's no sign of a bottom on some of these look at robin hood. It's going to hit an all-time low. Today, it's all-time low was 26.57, we're at 26, we're 10 cents away from an all-time low, but we're plummet we're cratering, we're cratering, it's it's now five cents away from its alt wait! No! Is it still 10 cents away, 26.62 uh and the prior was oh we're.

Five cents away five cents away from an all-time low on robin hood, holy moly, i'm shocked, uh and then a firm is. Is it taking it as well? Here, look at that about 4.7 percent of the downside on a firm cloud flares going down, uh etsy about three and a quarter here, there's definitely some red forming today. Let's see how, if we got any euphoria left, see even you're, even getting a pullback on moderna. This was up like 12.

Now it's up, eight percent new egg just came out of nowhere. New egg tends to spike, though on social media volume, and it it's not like a lot of volumes at play here on newegg. So that's probably a little bit of a trader one. So be careful on that one look at tesla, though folks you just cannot count tesla out sorry.

This is xpev. Expat is also up 3.7, but tesla. You know remember what i tweeted. I tweeted that that you've got a bunch of these uh abt investors they're anything but tesla people they're, like i just i'll just i'll, just go all in on lucy i'll, just i'll just go all in on rivian like i just go all in on anything but Tesla yeah, but you can't hold this stock down.

It's crazy, uh, but another i mean look at this square gave up every little bit of its gain holy smokes. Look at that bounce! Look at that bounce right off my resistance line that resistance line has been sitting there for months. You can look back at earlier when it or in this in this very live stream. Earlier, when it started running, you literally saw it start running to the resistance line.

Yes, this is some of the stuff that we talk about in the stocks on psychology of money group which, again, even though the price went up. If you missed the black friday sale, you could use code cyber monday for cyber monday week, uh and then uh we'll have a larger price increase since we'll be out of the sale season, uh good old cyber monday. I don't know how enthused people are gon na be about cyber monday um in in general, uh it it. It's gon na be very interesting to see how consumers react broadly with companies like etsy, uh, amazon and all of that cyber monday used to be a very, very big deal after black friday, because it was always like you'd go to the mall you'd be exhausted.

You'd go to the mall, you'd be exhausted and then all of a sudden, you'd, you'd uh, you know you'd be home for the weekend and then you were ready to shop online to click away for cyber monday. You know now people have been clipping clicking clipping. It's like coupon clipping coupon, don't even start on coupon man hold on. Let me finish my thought.

Uh cyber monday uh was was supposed to be your opportunity to shop from home because um, you know, you're not going to store anymore uh and the sales the old school style was black friday. My my standard of evaluating black friday sales was always banana republic would go to 40 off on black friday, and cyber monday was 30 off and the rest, i'm sorry was 35 off and the rest of the year, the best sale you'd get was 30 off. The rest of the year, so that was kind of always like the little bar for me, the standard. Now that's all scooy, it's like everything's turned into a disaster but um anyway, coupon clipping man.

I was thinking about that. I was talking to lauren about that. We were at uh vaughn's. I was at vaughn's for like the first time in a year anyway, so i'm at vaughn's and i'm like lauren remember when we used to coupon all the time for, like oh grapes are on sale over here.

Oh, we could use this coupon for some for some uh. You know planters nuts over here uh whatever and uh yeah i mean we spent years couponing i mean we we'd even watch the show like extreme couponing, uh and honestly, it probably just made us spend more money. It's like, oh yeah, got ta stock up on those nuts. Now, oh, it's nuts uh, oh well, literally, and figuratively, okay, uh, which elon musk by the way tweeted uh, literally and figuratively, uh the other day, which what's interesting, is uh literally and figuratively uh.

I think you actually tweeted figuratively and figuratively, which is one two three four five, six, seven, eight nine ten eleven twelve, oh, that's weird, twelve and then literally, which is one two three four, five, six, seven, eight nine there. It is again folks it's that rumor at on twelve nine something's gon na happen, like that's how many characters right, figuratively and literally, are like he could have said literally and figuratively, but no, he chose to say figuratively and literally and it's 12 9.. So it's again perpetuating these rumors that something's going to happen at tesla on twelve nine. I think.

That's probably why it's up four percent today and people are going. People are going to be sorely disappointed if something doesn't happen on twelve nine uh, but four percent on tesla i mean i think we lost like three percent on on friday on tesla, so we're really just recovering. But oh my gosh look at the stay-at-home stuff. Oh, oh, oh, did we hit all-time lows? Oh, we did.

Oh robin hood just hits all-time lows: folks. 26. 44. Oh, oh, my gosh and just wait folks, the lockups this week.

Oh oh, i picture eighteen dollar, robin hood stock. Two dollars i mean look at the market cap already is: what is it it's 22 billion dollars? We are going to be a sub 20 billion dollar company soon on robin hood and the big question is: are you going to buy the dip if we get to like 18 or 16 once these lockups are up? That is a bloody bloodbath uh just like beachbody. Honestly, look at beachbody, oh still, not at all time lows. All-Time lows were two dollars: fifty cents and eighty cent or two two point: five, eight uh peloton, oh yeah, the stay-at-home play is, is selling down 5.4 5.6 to the downside, not at all time lows all-time.

Recent lows: since the pandemic uh about 41.13 man, some particular stocks are just getting quacked. It is bad, is rk even still positive, nope, it's negative, so many people got mad at me for for uh taking the inverse position on this. You know it wasn't technically a short okay, because i got all these comments. People like how dare you short kathy, i was taking the inverse position.

It's different from shorting you're, not a short seller if you're taking the inverse position, but whatever we get mad over everything. That's the xy, like my hair, so i purposefully effed up my hair. More you see this. Can i make my hair any worse? You should have seen it yesterday.

I took this little hello, kitty, brush that lauren lent to me, and - and i purposely purposefully wanted to make sure that the sides were nice and tall and that the middle was down. Look at that. That's what we're talking about! Okay, that was yesterday, but now we'll just stick with that. Anyway, let's go back to where we were uh, hmm, okay, where are the opportunities? Okay, i'm watching? Okay? So i'm gon na write down my watchers okay.

This is this is where i'm gon na write down pain, watchers pain, p, a i n, watchers, okay, so uh cleft flair. I'd like i i'm gon na write this down net. Give me a give me a sub 150.. All right, then, how about i don't know when i could be convinced to buy peloton.

I think those bikes are going to continue to go down and down and down twitter got halted, hold on twitter, twitter uh. Let's see here, oh because it's falling, it's uh. Only up three point: four percent right now: oh, what a joke! It's a mess! Okay! So, anyway, okay, what? What else here so clown? Flare? Uh, robin hood! I want! I want to see it an 18 on that one: hood, sub, 18.; okay, good! Then zillow! What's interesting is kathy woods stopped buying the dip on robin hood. She was buying that thing up to like twenty nine dollars, just like buy the day, buy the day, buy the dip, yeah and uh, and and then she stopped uh yeah.

We did see that about amazon, uh they've got a beef with visa. I wouldn't be surprised if they they end up fixing that before jan it's, usually a fees dispute lemonade to the toilet. When like when? Would i consider lemonade again? That's a really good question. I don't know when i would consider lemonade again, so i'm just gon na put a question mark on that.

One uh, just insurtech has been making me very nervous uh, which is also why i closed out uh. You know redfin, i'm getting a little tired of this one, it it it's just a slow, bleed, uh and i think it's zillow's fault, but wow. I really got i mean i i don't know and i that that's an interesting one to me. So i'm just gon na put a question mark on that one to watch that one as well uh a lot of interest rate fears.

I think you have so when do we buy etsy, i mean etsy's, probably like if i could get etsy under 225. That's when i'll go shopping for etsy again now i've maintained that for quite a while course, members will know that i've always been saying under 225 under 225 load. It up load, it up load it up under 225.. It's done very, very well dave and busters.

I could, i feel, like i consider dave and buster's honestly under 30. uh, but i'm gon na put a little ask risk and i'm gon na write debt. It's gon na put debt question mark. Next.

To that one, i want to see how much how buried they are. Wow backed holdings is trying to go back to ten dollars, huh yo yo. Look at that momentum sell-off look at that pump and dumper. Oh, oh, my goodness.

You know i made a video on this when it was when it started pumping and i pooped on it. I'm like this is ridiculous. This is stupid and um sure enough buy stupid things win stupid prizes. Sorry, that's mean it's very mean, oh well, i don't care uh, okay, dwack! This is another one.

That's gon na be continuing to trend towards ten dollars. Sorry for that, that is not. That is not an anti okay for the trumpers here. That is not an anti-trump thing, i'm just saying company-wise, it's ridiculous that it's 42.

uh, let's see here, um dancing so disney disney. I worry is, and i love busy. Okay, i wonder how much it's going to follow a little bit of the netflix. I want to look at netflix's performance, uh, so netflix.

Obviously it's been doing very, very well uh after earnings. No, we actually, we actually did well after earnings. That's not bad yeah. We had our last earnings we're actually up from our last earnings.

That's not bad! So that's actually good for dis, okay, good, that's positive, because you've got a lot of excitement about disney plus. Obviously, i can't believe that tesla's up five percent - that's incredible! Uh! Let's see here wow! Oh somebody says my sexy is moving. Let's see, sexy got some more work to do honestly, but it is this. This is what i expected is that this would move up an intraday, and i'm not just saying that now, if you rewind the video you'll literally hear me so you just thought yeah, let's see i'll, send when i close that as usual, i mean don't wait for Me to trade something, but when i, when i close that i'll send an alert in the stocks and psychology of money group, so moderna lee auto will lee auto has got to have some news for it to be trading like this hold on a second here lee Auto, let me see what's going on here, especially since there's so and where's neo, so much chinese fud charter of the audit committee.

Neo neo narrows losses as evv maker manages supply chain. Snarls, that's a bizarre word uh. They must have reported oh yeah. They did expects q4 deliveries of 30 000 to 32 000.

yeah. They reported earnings. Okay. So that's why neato's moving golly matterport? Would you stop so twenty nine dollars again i mean i guess i don't mind.

I got a big position in it. Geez, the portfolio oh and face is almost up four percent man. Uh coinbase just went up about four percent where's. What's btc doing right now: uh dogecoin stuck at 50 or 21.

uh btc yeah, still sitting at 57.. A rebound, though, from that 54 that we had nvidia up about three percent - hmm apple uh alphabet, these guys sitting at two percent. I still think there's a little bit of room in google. Part of me wants to do a little bit of cash parking in google.

I'm gon na write that down uh i'm gon na write down google cash park. I might do that that way. Uh you know. Even if we did have a sell-off, i could just break the piggy bank of google there's neo sitting at 1.7.

So not much movement here lucid, went green congrats to those lucid fans, uh agreeing a couple percent. I did close my put on it, so you can't get you can't be mad at me anymore. Uh, hmm, you've seen the message. I didn't see it, but uh.

Somebody quoted it here: some stock exchanges, not robin hood, have temporarily halted trading of twitter. Did they have just been getting drugged through the dirt uh etsy has been your hail mary. Well, i'm happy for you, susan, because it's done very, very well mm-hmm all right, fiverr down 26. yeah, now halted just okay, all right! Let me see here what else.

What's the breaking news hold on breaking news from the realtors, a huge surprise to the upside on october, pending home sales, these are signed contract on existing homes. They jumped seven and a half percent from september. According to the national association of realtors, the street was looking for basically flat now. Sales were 1.4 lower than october of last year, but last fall marked.

A cyclical high pending sales are a forward-looking indicator of closed sales in one to two months now, the realtors chief economist lawrence yun points to fast rising rents, as well as rising mortgage rates and the fear among potential buyers that those rates will move even higher. Take a look: the average rate on the popular 30-year fixed mortgage was just below 3 percent in mid-september, but climbed to 3.22 by the end of october. That may have boosted sales regionally sales were strongest in the midwest and south regions rising 11.8 and 8 month to month, respectively. In the northeast, pending sales rose 6.9 percent from october and in the west they increased 2.1.

So a big, unexpected fall surge in home sales. Carl, ah fascinating diana. Thank you, our diana olek, a good monday morning. Everybody welcome to unexpected gain in pending home sales.

I i think she should she say, surge in fall, home sales or f. I don't know it's a b, uh, okay, reuters reporting board have settled on jack, dorsey's successor, oh okay. I, like reuters, a lot uh, they're they're, very good. I know i am a lucid fan.

I i know i know i am. I just think it's! It's gotten! A little rich, that's it and i i'm nervous about those first delivery quarters. The first delivery quarters are going to be uh. I highly expect they're going to be in oopsie-doopsies and the stock's not gon na, be very happy about it at all.

An expectation i have could be wrong. Don't have to be right all the time. Fine, i don't mind making mistakes uh, all right, so wow geez, stay-at-home stuff's, just getting murked, oh and the chargers. Interestingly, you know they had a little bit of uh a little bit of life in them when we uh when we got the bipartisan infrastructure package passed.

But i feel like they've been kind of bleeding since then yeah yeah. This kind of looks like that. What's this more breaking news here from moderna, it's really a three-point plan. They are testing well they're, just talking about modernity, all right: okay, hmm zillow.

Four percent of the downside am i gon na sell my tesla, i'm not gon na sell my tesla at all. No absolutely my mac pro comes back today. Thank you for asking working on how i feel about exactly the alts and uh. How i want to spread out my alts, but yes, uh, you were right, it's a fee dispute and it's only in the uk.

Ah interesting, okay. Well, thank you for the update on that. Let's see here, 20 ev companies in china that are at more advanced stage than lucid, rivian yeah, but people don't care about more chinese companies. They want american made that's what they want to invest in yeah all right.

Let's see if there's any uh, let's see what what bloomberg's reporting his top news again uh. If you missed out it's solely, if you missed out on the black friday sale uh, the price did go up but uh. If you missed out on black friday sale. There's a cyber monday code you could use so take a look at that link down below uh.

I will be sending alerts for what i do with this cachola all right. Let's see here, um hertz shares rise on plan to buy back 2 billion dollars of stock. Wow hurts omicron omicron symptoms, seen as mild, hey, that's what i've been saying. That's what i've been saying! Uh, let's see here, let's see anything else, not really.

Let me let me read: their m live hold on a sec m, live is called the uh market, live blog and uh. Thank you, chad, for being a chad and joining the member chat. All right m live blog, see, that's that is literally how i've been feeling the title of of their last blog entry on bloomberg terminal is literally how i've been feeling, oh literally, how i feel it says, equities are still expensive even after friday's blip. That's what i'm saying man i've been feeling the same.

It's like it's, not good enough! Uh yeah! You know you go to the spy over here. If you haven't drawn your trend line, yet you better draw it uh. But anyway, like give me, give me a little bit more a little bit more of a little dippy poodle here. You know like, like pull me back down, get me back to like a 4 30..

You know maybe even like a 4 20. i'll take a 420. You know 4, 20, 69 or whatever we'll take it. Um, let's see here.

So how could we not shout out a chad, especially i don't know if that's your real name, but i always think it's cool. When you have the same letter, yeah chad, carlson uh - i don't know they say in marketing - that's really good too uh. What what's the word for that in grammar when uh? Is it an alliteration? Ah? Well? Who cares? I don't remember anyway, okay enough of this back to this so uh. Okay, let's see here s, p is up 24.

So far this year, it's p e ratio. That's not far from decades-long highs, right 21 right now, uh bonds and stocks continue reversal of friday's madness. Right, uh investors appear to have taken solace in the fact that the newest covent variant, while highly transmissible, has mild uh symptoms. It is an alliteration, okay, cool thanks, uh, then in treasuries the fed will purchase a maximum of okay.

These are just uh. Some of the latest bond orders, uh omicron, puts government in a difficult spot, boring european value stocks will find year-end growth, trickier continued loss of momentum, uh another layer of uncertainty with covet because look you still have uh the maddening covid surge in europe right. Let's look at this here for a moment. We shall look at covid cases, let's see here.

Let's do it together all right covet cases, that's i'll, go with the uk i'll go with the suggestion. Still elevated germany they're still going. Are you serious? You know omicron? Whatever might be a nothing burger but um - and this is this - is just hold on one two, three, four, five, six, seven okay, so this is their their low day is sundays. Sundays is their low day, so the next two days are going to be really interesting.

For watching germany to see if we get this pop back up again, netherlands, the way they do the testing - oh, did they peak 30 days, they're flatlining a little bit which that's good. That's what we'd want to see virus anxiety is a mixed bag for inflation. Well, that makes sense, but i agree: man equity is still expensive. I could not agree more like i don't.

I don't know what i'm gon na do. Oh my gosh there's a 20 donation. I don't understand why teledoc is getting hit so hard. Is this a stock on the great kevin's radar to buy? Oh well, i appreciate that and we did have a fun thanksgiving, uh, no uh.

It has not been on my radar to buy. I think it's a very phenomenal service. I think it's it's great. Let's look at the fundies just for you uh, let's see oh my gosh hold on, i have to say something really, quick.

So, okay, you all know a few things about me. First of all, you know that there's a cyber monday coupon, it's not as great as a black friday one, but it's the best. We got right now, uh and and the price goes up, but anyways this cyber money you could buy down below. But before i talk about this t-doc thing i got ta say something: okay, okay, i got ta.

I got ta do this if you go to metkevin.com, cart, c-a-r-t or k-a-r-t, whatever you remember how i bought this go-kart okay. Yesterday, i'm having a happy sunday with my family happy sunday and uh, i'm lauren's on a segway, uh uh. You know we we had a friend over uh and - and we got uh me and him we're riding the go-karts and max and jack are on our laps riding the go-karts. Okay, you remember these go-karts right.

Two hours later, the cops show up at my house, because neighbors are complaining that we're driving go-karts around the neighborhood and i'm like dang it. I live in a neighborhood of karen's. It's confirmed like the cop is like dude. I i rode go-karts too man like.

I.