Hey everyone me kevin here. Welcome back. We have officially gotten our job numbers this morning, both the jobs and numbers and the expected wage inflation rate came in substantially lower than expected at about three percent on an annualized monthly rate in wage increases. That's lower than about that 4.8.

We were expecting wages still going up 4.8 year-over-year, though uh, which was slightly uh less than expected, but that month-to-month comparison definitely less than expected and uh. We, instead of getting about 564 000 jobs, we got about 210 000 jobs. Big miss market reacting quite positively so far to that went through the entire report in the uh. The last video i posted so feel free to take a look at that, but you can see uh the market taking a little bit of a jump here.

Uh right after the news came out, a lot of volatility came in or or volume rather came in uh, and so we moved up, but we did kind of pull back just a little bit a lot of nervousness still in this market, as you could see by Software evaluations really getting killed, which is one thing that we did expect a few weeks ago, i mentioned that bloomberg was predicting a massive compression coming in the valuation for software companies, especially after covet, and we see that the greatest here by docusign, which honestly just continues To fall it's now down, 32 percent continues to go down in the toilet. I sold a bunch of docusign before earnings over the last three weeks to raise some cash for the dip. I bought the dip in the after hours yesterday and the dip keeps on dipping neo and the chinese company's getting beat up here with the dd listing coming close that'll remove a lot of liquidity from individual shareholders. Uh.

Look at this. You see other software companies, c3ai, dropbox, adobe rotating down sort of with docusign, not a very uncommon surprise. This is something that you that you would expect uh, taking a look at the things that are doing well, though, you've got upstart today rebounding, take a look and see exactly why up starts moving zillow rebounding on share repurchases and a quicker unwind to their their real Estate sell-off people are always upset about companies buying real estate, but trust me. A lot of companies are buying real estate straight out of straight out of zillow, for especially since zillow is just probably discounting them to get rid of them anyway.

Matterport, coming back a little bit today, 2.35, at least here in the pre-market pre-markets, not always perfect. Usually it's that first few minutes, that's great. First 30 minutes of trading, but pre-market gives us a little bit of a suggestion of how things are going to perform today. Embraer by the way brazil's in stagflation worth noting uh they are, they basically are almost in a recession uh if they aren't already q3, and i think q3 was negative and q4 was flat, uh the inflation rates about 10 percent.

So if you're worried about stagflation brazil's the place to look uh now, there are actually a lot of people that are like hey. Maybe maybe that means it's time to go, buy some brazilian stocks. Well, you get a hop on a roller coaster, so uh not not trying to say it's bad, just be prepared, yeah, all right, end phase, uh coming up 0.85 percent cloudflare uh security coming up a little bit, where's cloudflare! Here i see i see lucid over here as well, lucid sitting at what point seven percent toast coming up point. Eight seven percent kathy wood bought yesterday bought some toast she's, been uh, breaking the piggy bank and selling some amazon to go shopping for some of these.

Other companies, elon musk, has now sold 10 percent of his uh uh of his promise uh. That is, i'm sorry, uh 10 million. Let me correct that of the 10 of elon musk's stake that he promised to sell he's now sold just over 10 million, which is slightly more than half of what we're expecting him to sell we're expecting to sell about 17 million shares. So we still got some selling to do, looks like arc k, uh trying to rebound a little bit coming up a third making its way back to 100 rivian's trying to rebound a little bit as well.

Let's see square still sitting in the middle. Let's look at some of those that were rebounding yesterday and take a little bit of a peek. We got. Let's see, carnival cruise lines.

Pre-Market shows it has down 0.17 percent, so some of the recovery plays look like they're down uh fractionally about oh look at that cheesecake. I just saw a little bit of a line down. Did this come out of the jobs report? No, i don't really see that at carnival just a little bit of a downtick there on cheesecake uh all right. What were some of the reversals we were looking for yesterday.

So so far, let's take a look here so far up 0.67. Yes, so far, showing a little bit more of a sign of a reversal. Let's go out to the hour here, yeah. You can really see so far dragging along this.

This uh lower sixteen dollar range here. So that's so fine etsy like to see a little bit more of a drawdown closer to 225 hanging out right now at uh, 2, 49. yeah, 2. 4, no yeah, 249, yeah, that's right! 249., uh! A firm up, 0.62 percent.

Coming back to about 116.! I think a lot of volume has somewhat escaped the momentum that a firm had. You could definitely see. Look at that volume here, a lot, a lot of shares, traded and uh after earnings. It's almost like individuals were kind of holding through earnings here, because, as soon as earnings came, you started seeing this sort of downward trend here on a firm uh, where it went from 176 back down to some more reasonable levels.

Around 116, where we are 11314 ish, where we're trading now square bought by kathy yesterday coming up about point two: eight percent. Let me get see if i can get kathy's buys up here yesterday we got. I know she sold some tesla yesterday. She thought was she's kind of been turning tesla into a little bit of a piggy bank.

All right, let's see here kind of like or amazon, where she'll dump it to uh, not to go, buy other things all right. Let's see what we got here, okay, so take a look. It's uh oops! That's not what we want. Silly ipad tricks are for kids, stop it huh, that's quite annoying! Okay hold on a sec i'll, get this up silly, all right! Let's try that one more time arc here we go now it's functioning or not.

No, it's going to come back there. It is all right. It's just email here for the arc. So look at that uh both square about 0.25 of etf for square and roblox.

In order to come up with that money sold 0.35 percent of our holdings in shopify uh or of our fund holdings in shopify and tesla. That means that's a percentage of the entire fund, so that would be like if you had a hundred dollars invested. That would be like selling 37 cents, a tesla 35 cents to shopify uh 29 cents, a coin base in order to be able to go, buy uh a quarter of square, a quarter of roblox 16 cents, a twilio, 14 cents. A zoom you've got ginkgo bioworks here.

So that gives you a little bit of an idea of the rk on rq. You would have sold about 50 cents of lockheed martin 39 cents, a caterpillar and bought 61 cents of x-ping. I did not realize kathy had a position in x-bank. I think that's.

Actually. I mean to me: that's it's kind of bullish. Look at kathy's r! Here, let's see i did not know she was in x-bang she's always been the the winner take most kind of person. Let's see here x, bang x, bang, weight 0.04 percent.

How many shares does she have market value 13.39 mil and yesterday she bought 227 000 shares, i'm sorry, 277 263 times. What's this thing trading for these days 55 or something like that nope, that's not right! 48. 48 bucks down another two percent in the pre-market here: 48 - that represents 13 million, and that's it kathy wood just opened a position in x-ping wow. That is very interesting.

She's also buying boozy, uh blade, air and archer aviation, but those were smaller moves. Yesterday she sold some caterpillar to buy x, bang huh, all right, so kathy starts position and x ping wow. Okay, then sold about 50. So out of a hundred dollars sold about 50 cents worth of tesla, i'm doing this just to make it more relative, uh twilio added a quarter added a quarter to square added 14 cents to zoom sold nine cents in shopify arc g.

Some moves over here actually sold some butterfly network. Isn't that like in the toilet? Uh? Oh, i didn't flip it back over. But that's okay, give me one second here, let's see here butterfly butterfly network yeah, that's interesting too butterfly network's in the toilet and she just sold 61 000 shares of it, not many, but still uh. What is this ticker here? Bfly she's got a market value of about 59 million.

She's got a big stake in them. 60 yeah 61. 000 shares. That's six bucks was that like three mil or something like that uh and then she also bought toast sold about a quarter worth of facebook.

A quarter worth of amazon and uh also sold about five cents worth of open door out of a hundred dollar fund example and uh bought about a quarter of toast and a bottle of c limited. Interesting yeah that is true. Arc did have a workhorse at one point. That's very, very true.

Uh huh x-ping is doing better than neo this year. Yeah, that is true. They both face the same risk, which is very interesting but uh. I'm surprised that she started a position in ex-bay.

You know, especially if you're, if you're, okay, with the exposure to uh chinese stocks, why not neo, you know neo's been uh been substantially lagging. I mean we're we're sitting at march 2021 prices here for neo and we've done nothing in almost uh nine months here. So carnival now turning green docusign at about 158, i'm curious to see how that thing opens up. I mean that thing just got reamed and continues to get dreamed spy.

Let's take a look here all right, so s p, 500 rebounding only about 0.37 percent. Let's see if we can get all of the indices, so dow is only at 0.12 s, p at 0.21, now nasdaq futures up 0.32. If we look at bonds uh 10 years relatively unchanged, we look at oil. We've got a little bit of a move up on oil about three percent um.

Okay, let's see what we got here on blooms, the blooms talked about unemployment or the employment report; rather okay, 40 percent of future among american cities. 40 percent of cities have fewer jobs than in 2016., wow who's losing jobs, cities with the largest difference; okay, so the red, the red is the 10-year the change from the 10-year and then green is the five-year change. Is that right, cities with a five-year gain of less than three percent and showing the difference of their 10-year gain? Aha, okay got it, so these are actually shrinkage on the left. Side of the line is this is where it's shrinking in the last five years, and that would be la no surprise.

La sucks, san diego, pretty much break even san diego is actually great. San jose is still growing. San francisco had a fractional decrease. What is this mia miami seeing a nice increase in jobs? That's good las vegas, good, kansas city and indianapolis blowing up cincinnati popping off a little bit oklahoma and memphis tennessee nice, nice um, i didn't seek it - did kathy, would buy p safe.

Is that true? I don't love pay safe, but i don't see that to in yesterday's report. Uh. Let me look at the one from the day before i don't see that i mean maybe she did, but certainly not in the last few days here i don't see that she actually sold 32 shares of pinterest on the 30th. It's probably like the leftover scraps, nope nope somebody's asking me if i have interest in gold, not really no, especially since i i personally look i i said this to somebody on twitter yesterday, who was who is ranting, uh, uh and uh? I believe it i'll read.

It off to you, it is my belief with inflation uh. I believe i can't find it i'll. Just say it. Basically, i believe by 2024 or potentially earlier we're not going to be talking about infl, uh inflation anymore, we're talking about falling prices and uh.

You know. That's that's not to say that inflation is transitory. You know it's obviously we're going to be hurting us for a while here for uh, probably the next year to 18 months, but the long run trend is is, in my opinion, no doubt to the downside, which i think puts a risk at puts a risk on Assets that that are highly reliant on you know the dollar losing value, maybe rates going up uh and that, in my opinion, would be gold, uh or or some other inflation protections. So not for me, hmm berkshire's monger, says now is even crazier than the dot-com bust.

Oh nice, look at this charlie munger told a conference friday that markets are wildly overvalued in places and that the current environment is even crazier than the dot-com boom of the late 90s that subsequently led to a bust. I consider this era an even crazier era than the dot-com era wow mr munger munger also said he wished that cryptocurrencies didn't exist. I wish they'd never been invented and again i admire the chinese. I think they made the correct decision, which was to simply ban them in my country.

English-Speaking civilization has made the wrong decision and i just can't stand participating in these insane booms one way or another wow. That's crazy, uh, really dissing on uh this one on stocks and uh and crypto. Here nice good burn by monger all right, let's see so at 603, we've got 27 minutes to go until the market opens. Let's take a peek at what uh.

Some of our expectations are all here, so hmm docusign just dropped another dollar to about 157. chinese companies like dd uh, well, dd was down ten percent. Now it's down nine point: five percent, but it's leading neo, alibaba and jd to fall even more right now, x. Being still down about two percent lee auto also down about 2.3 software companies about one and a half percent here to the downside, probably because of the docusign disaster zillow, so far, markets relatively stable.

This is about the same thing that we've seen redfin back to 40 dollars with a little bit of a reversal here. Let's see where else we're getting reversals, so we looked at so fine. We looked at etsy. Let's look at, i don't know.

If we're going to see much at hood in the pre-market here hood about a half percent in the pre-market coming off of its lows, so that's a good 24 30 though. So it's a lot of room to go. You've got a firm. Let's take a look at a firm here: firm coming up a little bit of roblox roblox is up about half percent upstart upstart's doing great all of a sudden here, and it started here right in pre-market.

Just really started. Taking off more. It kind of makes me wonder if we've got news on upstart, i'm gon na pull up the term here in a sec. All right, let's see here in the meantime, let's take a listen to jim cramer here, see what he says.

I'll come right back with the terminal focus. I can get that i'm fo, i'm just scratching my arm and get there now here's the deal. Let's say you were making seven dollars and 25 cents: okay, okay, an hour uh! Yes, i understood southern you're making 15. Yes, yes, all right! Well, maybe you work half half the time so that the labor force has is missing, people who are doing better and they don't need to work as much.

I think if you were making 7.25 an hour, you were barely able to live. No, but you might have taken two jobs because you were barely able to live, they take it to 15, and maybe you don't need two jobs: okay, you're, like this. Okay, that's interesting! Do you all i thought of it myself: how about are they measuring? That's an interesting argument. This idea that uh, if you had uh two jobs, maybe you were counted a little bit more than uh than previously yeah interesting argument, all right so waiting for our data to pop up on upstart.

So we can find out, what's going on here, tesla up half percent usually only pushes down when elon musk starts uh being silly and uh hitting that sell button. How dare himself, although that is what he committed to look at marvel though 21 to the upside here end phase and phase 1.31. All right, let's see what we can find out on, let's see what we can learn on upstart upstart. What's the news here, big trader stock, that upstart has been, but it's been on a big downtrend, okay, so up we're graded from uh or upgraded to buy from neutral at city, and that's it that's it.

Just a buy upgrade came out at about 406 a.m, but i feel like the stock started running a little bit before that now see here. Four, oh yeah! Here it is 406.! That's when you had a little spike in volume too. Aha, all right, someone says: send the coupon code for the stocks and psychology of money course to uh. Charlie munger you'll have to have a conversation with monger.

Here you go. Let me let me pin that in the commentary uh look we're gon na raise the price again the sales season's over, so black friday. We raise the price after black friday. The price goes up again now, after cyber monday, that coupon code expires tonight and i'll be on vacation.

I will be gone on monday, so in case you're gon na be looking for a market open or closing livestream. On monday, it ain't happening i'll, probably still throw some videos up, though, as as things develop over the weekend, because that's just what i do, but uh they'll be like iphone videos, it'll be fun. So peloton. Look at this nice recovery here back over 46 dollars to overwear that one particular company which we don't exactly know who it is.

I bought them lemonade, getting burned again a little bit here, 0.87 to the downside. I've been out of lemonade. You know i updated a sheet yesterday, everybody who's in the course i updated my holding sheet, but i also added a um a target, a target range of of where ultimately, i want to have uh my shares and uh. It's it's concentrated, but it uh.

It encourages me to stay on track with making sure i buy the dip in the appropriate stocks right now, waiting for some dips to be able to increase my allocation in nvidia and face etsy google. I need to give me some more. Google, google and video are big ones that i really got. Ta move my butt on, but also trade desk.

I have decided against facebook. A lot of folks were asking me about that one and i decided against facebook so um the smaller allocations and things like sofi square paypal, but uh also waiting for that reversal on our fintechs. Let's see here 0.59 to the upside here, looking at visas.41 uh. What's the what's the breaking news, what could we possibly have on a foreign exchange watch list over concerns about how they manage their currencies? China is once again on that list: treasury, highlighting its failure to publish foreign exchange intervention data and the lack of transparency around its exchange rate mechanism and treasury said.

It's also closely monitoring china's state yeah, okay, boring somebody's wondering why no metaverse yeah. So, look it's gon na be a long time before the metaverse is monetizable, uh and uh with facebook ads. So i'm not like jumping up and down at the idea of jumping into metaverse stocks. I know i know a lot of people are.

I think it's a little excessive. I do believe that matterport is the most realistic out of all of the metaverse stocks. Not only is it a functioning company today with 3d tours, but i believe it is the epitome of uh metaverse stocks, and it is the closest thing that we actually have to the metaverse. I think matterport is a phenomenal company phenomenal opportunity to uh to invest in.

I would love uh, let's see here, um. Oh sorry, somebody twitter dm me asking uh about the stocks and psychology of money course and yes, you get lectures for lifetime access and buy, sell alerts when i post them all right good. So, let's see here, let's see if we can get a little bit more of an of a feel on where the reversals are right now so zillow zillow's. Definitely the big one here in terms of a reversal.

This is going to be the first green candlestick to the upside here on zillow for a while, i'm going to go, take a peek here at zillow and see what news, what specific news we have. I know buybacks and a quicker unwind, but i want to of their of their properties, but i want to see if there's any particular update, zillow close to unloading. More than half of ibuyer homes, wow okay, zillow group announced a 750 million dollar share repurchase. Oh okay.

Okay, i thought they had already completed some, but they announced a 750 million share repurchase. I see okay now good for them. So that's a that's! A nine percent move on share repurchases here. If you're a member of the stocks in psychology and money group, that's how you can see the stuff that i buy and sell, which isn't isn't like telling you what to do? It's just that's! What's on my mind, but uh watch lecture 1.0.

Once you get your courses and you'll you'll be able to set up right, finn, hydro, farm peloton, i'm not jumping up and down about hopping on the peloton reversal. Not yet - and i don't know if i will at any point - i am watching redfin though matapor monday.com coming back a little bit toast toast. I don't know if we've really got a real reversal here, we did hit all-time lows of 32.65. Does now look like we're going to open for open up about 1.85 so toast? Let me look at their their valuation here hold on a sec.

So i remember doing my video a while ago on them. Let's see here what we got financials, so toast is expected to lose money in 21 22 money losing companies are not super sexy right now, uh, 23. 24. It's all losing money, there's there's no path to profitability.

Right now, in toast, kathy wood just loves those money losing companies all right. How about see unity's coming up about 1.4? How about goog now google's up about half percent? You can see it's somewhat rolled off of some of the highs that we've had last larger dip was really beginning of october. Docusign keeps falling basically free falling, my goodness buying the dip last night sucked because it just kept going down. Uh it'll be interesting to see how this one opens, but boy, oh boy, look at that.

It just keeps going down. I think docusign is a great company as well. It's it's a little rich. You know it's.

It's uh it's about as it's about as overvalued as palantir is so, if you like, pound here, but you're hating on docusign for valuation, you might be forgetting volunteers, evaluation and if you like, snowflake well, there's an insane valuation for you and they're still kicking butt. You watch that video from yesterday and see more details dwack pulling down about two percent after that uh billion dollar raise you've got over there disney coming up 0.4 percent, also watching the reversal here at disney, so reversals paypal. What about square we coming up on square? Yet wow square hit lows yesterday coming up 0.62, so nominally markets barely coming up after this jobs report. I mean it really.

It really was the best case scenario for the markets, but while markets moved up slightly, they didn't seem to care greatly all right. Let's go. Let's look at the indices here: okay, so stock futures gain; let's see s p up about a half percent nasdaq. A point: five, eight percent point: three: seven percent on dow futures bonds, one point: four: five: six percent oil uh about uh, three percent.

So that's roughly the same: let's go ahead and look at crypto crypto bitcoin sitting at about 57 4600 for ethereum solana. Look at that nice 6.5 gain over here. Cardano is just really stuck in the mud. All right.

Let's see what else! Let's see if we got some headlines anywhere: okay, we talked jobs, we talked monger talk, kathy's trades and, let's see here, wheat set for weekly drop. Well, commodities generally always come down, but i don't really track the wheat prices. Look at this omicron triggers biggest outflow from european stocks in more than a year during a period of volatility triggered by the emergence of the omicron variant. Investors, dumped european stocks to the benefit of u.s peers, maintaining one of the themes of this year's market rally, wow getting out of euro stocks and into american stocks.

Huh here are net funds uh to domestic markets, easily outpacing, emerging markets, domestic markets, year-to-date 770 or 797 billion compared to emerging markets. Only 101. europe down point two percent: okay, scc moves closer to the d listing of dd. China's star trader fund attracts 16 billion dollars into a new fund.

What is this shanghai-based foresight fund announced friday? It plans to collect or allocate 9.8 percent of the orders for the new 1.6 billion dollar fund. That means the new product only a third offered by the company fetched wow. That's a lot 10 billion chinese hold on oh no! No! This is 10 billion dollars in 2019. Wow returned 105, since 2019..

Hey well kathy's done better than that. Ah, all right! Well good! For them all right what else yep elon musk's share sales past the 10 bill mark got to get to 17.. Hmm all right, i mean so far relatively benign news day other than the jobs numbers which ended up being positive. In my opinion for markets matterport coming up a couple percent pretty stable here as we wait for the open, we got about nine minutes to go before the open, zillow retracting slightly after their news of the buybacks embry air coming up about three percent was up.

Seven percent yesterday up another three percent today, i think the company's so undervalued uh nice reversal, though i'm going to write that down under my reversals, tab e r j, whereas boeing's heading down, could be that you also have people investing in the brazilian stock market to Try to escape some of the inflation that's happening in brazil, uh, not sure. If this is dual listed, though embraer, let's see docusign 155. hey the deal continues to get better palantir 157, not much movement. I'm curious to see how the market opens.

A lot of people are gon na, be standing by look at that rk now dropping about two one percent point: two: one percent tesla quiet market, yeah tesla's up about point four. But beyond this quiet market i mean docusign getting whacked and uh. You know zillow pulling back a little bit now, after their their uh repurchase moderna coming up five percent very interesting all right. Let's see what else do we have here? Let's go look around for a little bit: let's go hunting.

Let's go find out what we can find all right market opens in seven and a half minutes: hmm amazon business travel going public through merger with apollo spa, huh booking services provided under ceo, paul abbott, is managing merging with the blank check company. Okay, hmm! Well, we have verdict the shutdown we talked about that hmm quiet quiet day, ft, let's try ft we'll have to go, we'll have to go digging a little bit. We'll look at some financials for companies then see the ecb is a big fan that we're heading back towards deflation. Central bank said it was unlikely.

The eurozone interest rates would increase next year, calling the current rise in inflation, a passing hump. That is the new phrase for transitory folks forget about transitory. It's just a passing hump. I see an inflation profile looks like a hump and a hump eventually declines.

That's odd! Okay! Tell that to camels legard also repeated her assertion that the ecb was very unlikely to raise rates next year. This is a uh, obviously a difference from uh jerome powell, but i really think jerome powell got manipulated by biden a little bit too uh to say that he was going to freak out a little bit yeah if you're looking at premiums for docusign. I would wait until the market actually opens get some new pricing there, all right. Okay, let's see here what else do we have? We can run a poll.

Let's try to pull. Let's always talk about this uh, i'm curious. Let's compare our audience to america. The question is going to be a hotly debated one, but i'm going to ask it anyway.

All right, i just asked it: are you vaccinated, yes or no? You'll have to vote to see what the result is, but i'm curious to see how that compares to the united states so united states, i want to say we're about 69 69 vaccinated uh fully vaccinated. So, let's see if we are more or less vaccinated in this chat uh we shall see um it'll be fun. Well, it'll be a disaster. I have no idea what'll happen.

Look at end phase, uh end phase. Wait, ah, did it glitch? I saw end face up like 3.7. I think it just glitched yeah look at that. It's only up two percent darn it and phase and matterport kicking butt.

Again, though, docusign are you trying to find a bottom at 155 because buying your dips sucked neo falling a little bit more dave, buster's down 159 pinterest falling a little bit more etsy. Let's look at a little bit of the valuation on uh on etsy here so etsy's come down recently and let's look at some etsy numbers. I really like etsy it's one of my faves got some strong growth and high margins, and i like that, so the growth you're expecting for etsy over the next uh five years exceeds 20 percent. Compounded annually you have a net margin, so what they take to the bottom line of 25, that's expected to rise to 30 percent.

We are expecting a an eps of 824 in 2025., so 250, divided by 8.24, puts them at about a 30 times forward for 2025. That compared to 20 percent growth about a one and a half percent on the pa or one and a half excellent pay a little expensive. You know i liked it when it was like 175, because at 175 you were at about 20 20 to 21 times uh forward 25.. Let's do a look at end phase, okay, all right, taking a little longer to pull up and face here.

We got two minutes to go until the bell opened until the bell and the market opens okay, end phase. We have growth exceeding etsy's for the next uh few years, expecting to grow up 41 next year, 29 they're after 20, thereafter and then potentially down to 13, which would be a little less, but anyway puts us at about a little lower about 6.23 divided by 235. That puts us at about or sorry the other way, around 235 235 divided by 6.25. A little richer puts us at about 37 on a forward.

Uh 2025.. It's one of my favorites google's pretty underestimated. They have a relatively low forward and i think their growth is. Is not being appreciated as much it's less.

You know only between 12 and 15, which is a fraction of etsy or n phases, growth, so you're going to expect to pay a lower multiple, but at 28.75 divided by 40 ps of 22 you're only paying about 14 times 2025 earnings here all right. So one minute to go see how we're doing here. Quick note today is the end of the cyber monday sale so consider using that coupon code in the event that you missed out on the black friday sale. Consider using that, and it is then the end of sale season all right, oh jockey, signs at 154 gets worse and worse and worse, you know it's kind of funny just watching money evaporate on docusign, especially knowing that i was the dummy who who helped buy the Dip yesterday help provide liquidity for people to paper hand.

Oh well can't always be right. You just try your best. Okay, it's all right, let's get the belt and let's see how things open very curious, to see this market open after this jobs report. I'm expecting good news here, let's see it six hundred thousand and i finished it and it dab it.

But i said oh just look at that: let's go that is so green. There we go. Let's get that rebound, let's see it there, we go s p 500. Pushing up a little bit here, uh, very, very good.

We have to for gigs, see what's happening over a docusign as painful as it is. The giggles are hilarious, uh, it's turning red, more red uh. Also, though, look at the selling that's happening at companies like dd, uh d, moving red uh, even even uh, well, dd, recovered dd was down about a full ten percent, so recovered who's. Getting smoked here is actually neo.

Neo jd leotto uh jd coming back a tiny little bit here uh, but these guys are all down about four or five percent. These guys are the ones getting smoked: uh hippo, 3.3 hippo. Moving to the downside here, a little bit backed crypto uh crypto play moving down new eggs moving down a little bit. Let's see how tesla is behaving down.

Look at that tesla moving down a little bit, upstart, seven percent on the credit or a buy upgrade by city fastly's. Reversing take a look at this one. Yeah look at look at fastly folks. Will you zoom out on fastly look at that pain? You've got here on fastly.

It is just straight down. Finally, moving up about seven percent, though matterport coming back, can't keep this stock down coming back four percent right now, i'm gon na go ahead and quickly look to see if there was news on fastly fastly um. Okay, fastly uh yep. They had an upgrade by raymond james to outperform announce the price target of 42..

Oh end phase, yes end phase with a 3.3 rebound here. How are our recovery stocks doing carnival cruise oh fallen a little bit, and so is robin hood burn robin hood. So fine carnival these guys moving down a little bit here, paypal falling more arc falling more. The dip keeps dipping.

Look at that paypal back down to 185.. Oh my gosh donkey signs at 151. It keeps going carnival cruise dropping about 2.7, so far, dropping about 1.64 palantir continuing to drop draftkings continuing to drop well welcome to some pain in the market still glad we did a good chunk of selling, but i've started buying in again a little bit and it's Just uh the dip keeps dipping nvs and that 310 tesla actually just turned pause. Disney's pause so tesla a little bit of a rebound there.

Look at that. He sold down rebounding up right now, cut it mining about a third apple, half percent to the upside redfin. 0.74, not anything like what we saw in the pre-market google up 0.9 roblox 2 percent uh end phase, giving up a little bit of that gain. Look at that end phase appears to be falling right now, yeah end phase rotating back down a little bit how's the spine, moving, still moving up, hmm docusign now at 150 down 35.

The pain is not ending shift 4. uh x, paying 2.3 to the downside. This is, after kathy, opened a position in it. Hmm sophie so far plummeting here and so is a firm, so fine, a firm or plummeting 2.5 to the downside, hud 8 down 1.5 etsy down 1.4 interesting, very interesting market, then tesla's going red again wow.

Look at this - i don't know if elon's up this early, just hitting that cell button to screw with us. It's like the stock wants to go up, but then it kind of keeps ticking down. Wow, not a lot moving up here today. Even up starts pulling back down a little bit, zillow's doing well on the buybacks, fastly and upstart with the upgrades, but beyond that uh moderno was doing better and now it's pulling back.

This is uh not so ideal because the jobs report should have been very bullish for the stock market and you're, not seeing that same excitement very interesting, not seeing that excitement here, hmm costco up about a percent matterport, barely up a percent now yeah. I wonder if things are kind of sparking down, that's almost what it feels like neo and alibaba are certainly getting worse, docusign's getting worse. This is a crazy crazy market dave and buster's rotating down three percent wow square. Continuing down 2.67 percent arc.

Look at this arc is now down two percent etsy falling 1.96 percent wow very interesting tesla down about half percent. That is crazy because that's a positive catalyst. The indices are doing well, but the market is a lot of the individual stocks are actually rotating down like disney carnival uh, certainly docusign getting whacked um. Some of these other other stocks, apple's up 0.43 and i think google's up so you've got.

You know the mega is up yeah, the mega caps are doing okay, it's almost like this. This end of the year kind of flight to safety, it's very difficult to kind of wrap your head around, what's happening in this market we'd like higher margin companies and we like higher growth companies, hmm end phase. I just got an alert end phase down three percent within a candlestick, oh because it was up so much yeah. Hmm, that is such a.

This is so weird lemonade, continuing its plummet, uh so's, docusign 147 neo neo, continuing its plummet, weed maps continuing its plummet. So far, 3.9 square, another 3 on square dude. When is this gon na stop holy smokes? I think the market is just not happy at all yeah look at that. A firm just hit 109.

wow robin hood, still falling 23.64 nvidia coming down 318.. I i mean part of me is thinking i i jumped in too early to get back into this market. That's what i'm thinking you know. I see i sold a crap ton of stuff uh.

You know a few a few weeks ago, i'm sorry over the last yeah over the last few weeks. You know mostly in november, i sold a crap ton of stuff, but everything is just kind of like continuing its slippage. Here you see the dip and it's the dip that keeps on giving. Let me see here, let me go to not cnn cnbc.

Let me look at the headline indices here. Yeah nasdaq turned negative s. P seems like it's rotating down. I got ta catch a flight here shortly, uh, i'm still yeah.

Look at that s. P rotating down, i'm gon na be back for uh market close, but um wow, okay, i'm gon na put my head head down on this. I'm gon na try to understand this. A little bit more uh i got ta go.

I got ta get on a flight. I got ta flight before my flight later uh wow. Look at alibaba. Oh, my gosh um crazy market, a lot of fear in the market right now uh i got ta get on this flight i'll be back for market close and uh.

Then i'm gon na go on vacation, so appreciate. Y'All, being here check out my buy, sell alerts uh in the cyber month, use that cyber money code you'll know all the craziness that uh i've got going on and i'll see you a little bit later. Thanks.