Hey everyone welcome back to another market, open live stream. I'll tell you apple kills me even the backup. Computers are a broken pain in the butt uh, but anyway don't worry. There's always the iphone.

Oh we'll get back up on a computer here shortly, but uh. So the stock market is uh quite red today, uh starting out, particularly because of the financial times we got the dow jones industrials down 0.76 s, p, futures down 0.61 nasdaq down 0.24 technology, not doing too bad uh. Obviously, financial uh technologies during uh fears of uh of of covet problems - usually do you know, perform decently. The issue this morning really comes down to uh something the financial times just revealed and we're going to pull that particular article up.

It really has to do with uh quote moderna chief predicts. Existing vaccines will struggle with omicron, which is kind of interesting, because the last few days, a lot of the healthcare executives have been saying: hey, uh, don't worry, the odds are the vaccines will be fine? The odds are, everything will be just fine is basically what we've been told uh, but uh. Now we're being told uh, at least in this financial times report, that the moderna chief executive is saying. Yes, it's going to be a little bit of a problem, and that's because he says that the high number of omicron mutations on the spike protein which the virus uses to infect human cells and the rapid spread of the variant in south africa suggested that the top Crop of vaccines may need to be modified next year.

Let's see here, there is no word, i think where, or there is no world where i think the effectiveness is the same level. We had that with the delta uh. Let's see, i think i think it's going to be a material drop. I just don't know how much because we need the data, but all the scientists i've talked to are like this is not going to be good.

Um, nice, nice fear, piece for sure. Moderna executive comes as public health experts and politicians tried to strike a more up d, upbeat tone against the existing uh about the existing vaccines. Exactly that's that's. What we've been hearing is that, oh, you know get vaccinated, get the booster.

You know, biden came out yesterday and he's like. Oh just it's fine uh, if you're worried about omicron, don't be just just go, get the vaccine and you'll be fine uh anyway. You know now today we're getting this from uh the financial times, and it's certainly leading the market to rotate uh right a little bit. So what we're gon na do now is we're gon na see how things are behaving uh.

It's worth noting that the um uh that yeah crypto started falling again uh, not much. You know mostly bitcoin uh back into that 56 000 range, one of the things that i thought was really really really interesting. Uh and i was kind of like like wow really but anyway uh yesterday i was uh. What was it was like 4, something p.m and uh.

You know about 50 minutes before the uh aftermarket actually closes and uh bitcoin starts dropping and i'm like. Oh, that's not going to be good for hud 8. so because i have a, i have a trade on honey. I look at the after hours for hot 8 and the after hours for hot 8 were still positive and i'm, like oh people, haven't changed their buy limits yet on on weeble, so i sold uh my hot aid on on weeble and after hours yesterday, which usually I don't transact in after hours, but uh yeah.

I will open up weeble here in a second, but i believe within an hour it went from like positive one and a half to like negative four or something like that. I just thought the delay was very, very interesting, all right, let's see if we can get to this computer here and then we can hop on over to the weebs and if we have any issues we'll just come right back to the phone see we have a Backup, okay, oh the phone actually looks better. The phone looked great uh, all right, let's see here so, okay, let's go share so uh. I don't know that it's worth me pulling up the financial times article.

I just talked about it. It's it's something you could see. If you want uh just go to the front page ft.com but uh in the meantime, uh i'm going to throw the banner up really quick uh, we're doing so we're going to leave the cyber monday code because i'm going on vacation for the first time in a While friday for after after market close, but i will be probably missing monday of next week - uh but uh, we'll we're gon na we're gon na run cyber monday as a cyber monday week, promo some folks are asking to wait until they get a paycheck on friday. But anyway, so um that code, cyber monday for the programs down below when i send those alerts like that crypto alert yesterday with hud 8 will be available.

Okay, let's go. Let's look at honey how's it behaving. Oh, let's see hold on all right. Weeble wants to be funny no problem.

Let's see what we got here, okay, so here we go now we have uh matterport's down a couple percent: uh cable energy down for modernis, actually down 3.8. Modern is the one that's been skyrocketing on this news, uh uh originally, because i think if individuals thought oh moderna for sure out of all of them is going to be great. That would be totally fine and then you've got volatility up again, leading the svxy to go down solar edge. It is down.

Three percent. Sun runs down three percent. I wonder why the solar guys are falling a little bit. Oh, did i freeze uh, i think so.

I don't know, can you can you hear me, but i look frozen uh. I definitely uh. Let's see here, okay yeah, i definitely look frozen, which is kind of funny. Oh, my gosh, okay, as long as you can hear me hold on i'm gon na hop back on over to the to the iphone, give me one sec uh enter studio.

This is so annoying get adele. I'm telling you the macs are just killing me all right. You know what i could do is hold on. I could use kill that mic there we go.

So if i kill that mic, i think you get the good mic, but the there we go i'll just have to be me. Holding me. Does that work? So you could? You could hear me, but i i uh yeah, just so sad, all right, whatever uh, okay. So no, but if i do that then it'll, no, it's not gon na work.

Okay hold on there. We go it's so dumb. All right! Oh well, what are you gon na do? What are you gon na? Do i'm gon na have to use the iphone, because i i can't mix and match them right now, so it kills me honestly. It kills me yeah.

It just kills me so anyway, where were we um? Okay, so jeez man getting confused here? Uh shebe is at uh. Let's see oh look at she went to 51. It's up. 14.

That's incredible! Uh! That's incredible! Owlette! At six percent rocket lab 2.65 square at 0.97! Uh, that's so weird uh, so i sold a hut at uh at a nice profit yesterday for 12.83, it's four cents above that right now with bitcoin pricing down. That's weird: i'm gon na see we'll see how this opens up, but anyway, that's it's within three cents of when i sold it. That's hilarious, uh etsy point eight two percent um owlette 6.06 stock. You signed interesting you're, actually not getting much of those state home movers up huh.

Look at that. I mean etsy. 0.82 percent is nominal donkey signed at one percent and square one percent nominal zoom. One point: eight four percent, pretty nominal the market's not moving too much off of this uh tesla being at uh point four: two: that's exciting uh that we continue to see: tesla move, uh, yo, yo; okay, all right hold on no now you're starting to piss me Off, listen, jordan, you're, saying lame.

I sold out a hut. I literally said i was going to trade, so you got to chill out with this kind of garbage. When people like, oh, my gosh, he paper handed something shut up. Man i went into it to trade.

It because i bought it when bitcoin went down to 54 000 and i'm like when it goes back up to the other levels. I'ma sell it because i need cash. I need cash for a particular reason which have been paying attention. You would have known that, but instead you want to go off on this kind of nonsense because maybe you're a hodler of hot.

I like hot. I have nothing against people who waddle hut, but that doesn't mean because i'm trading and making profit that you got to do that. Not a good look bud bullcrap! It's total! It's total, like it's called trading, buddy, that's what it's called trading. Okay, somebody wants to trade with fifteen percent of their portfolio and they're doing it profitably, and i've got over three million dollars in trading gains this year.

Please walk out the door if you've got a problem with somebody making trading gains. Okay, damn all right so um back to weeble, uh, okay, so tesla 0.3, i'm tesla, usually when we have fear go up. Tesla usually goes down, so i'm impressed. I really do wonder how much tesla is is getting affected by these rumors of 12 9, which are really coming up soon, which is really interesting.

Uh tesla comes up or or the rumors of 12 9 come up almost daily and see. Look this fear right here. This is what i would have expected. I would have expected this fear to hold on with tesla that we would have seen some form of draw down from tesla look at that it drew it drew down to 11 17 uh, which that's really interesting, that uh that that now it's at 11 42..

That's impressive, you know, i have to say, and i tweeted about this yesterday uh i uh - i drove in uh model like i've, driven in a model y before, but i've never actually driven a model y, and so i drove a model y yesterday because i i Have an old, 2017 tesla and i'm like: what's the difference like i don't need to drive the other cars and i've also drive i've driven model 3 like briefly, but i mostly had it on on the little self-driving just to try it out, but i actually drove A model y regular model wipe not a performance or anything just a regular model y from like 2019 or whatever, and oh my gosh, or no it's a 20 20. Actually, the the car is really good, like that. My 2017 tesla sucks compared to that 2020 model y. I am absolutely blown away like i think, if i had known how tight and responsive and how good these cars have gotten, i honestly would probably have even more money invested into tesla.

It's it's incredible now very, very impressed uh, okay, modern down four percent. It's so interesting how modern ran 10 and then 11, and now it's drawing down about four percent. That is really interesting, uh, american airlines. It's no surprise! The airlines are getting smashed.

Let's see here. I'm gon na see here i want to go to the day. Chart uh, let's see here so airlines right now are selling down to february levels, honestly surprised that we're not in 2020 levels. At this point, uh american airlines, dal dell, okay, see yeah we're in 2020 levels with delta.

That's more of an expectation that i had uh and look at this expi rotating down. Again there was news pending about home sales. Let me see what that news was. Ah, here we go home, price gains slowed down for the first time since may.

Of 2020. home prices rose 19.5 in september year over year down from 19.8 in in august yeah i mean this is that's not a a surprise. I'm surprised. That's actually uh, like a uh like a a big deal for cnbc because see usually the real estate market draws down.

Once you get into uh september october november december, you get a decline in price growth, so i'm surprised that they're making a big deal out of this. If anything, real estate has actually been beating to the upside recently uh, which has been really incredible. Just running data on on real estate, it's mind-blowing, it's really mind-blowing uh, let's see here so camber moderna solar edge. Let's see, okay, i want to know what's going on with s edge, because it's it's not.

I mean it's. A company have a tiny bit of exposure to uh. Let's pull it up a tiny bit of exposure to solar edge, not a lot mostly because i'm a big end-phase buff solar edge price target raised to 338.. Well, the thing's sitting at 335., so morgan stanley raised them to a lower point.

Well, i guess their target was 318. Okay, um! I wonder if there's a note on it hold on no no particular note. I could probably get their research later, but i do wonder i mean the only difference here. We've had a couple of price target changes: oh yeah yeah.

Here we go here, we go okay, it says: solar edge technologies remains a premium player, although following year-to-date performance, there is a limited upside for the stock. Morgan stanley writes the analyst stephen bird says that, while model top line, growth for 2022 to 2023 is about 15. Above consensus margin estimates are about 60 basis points below on average. Ah, it's interesting non-solar business grows.

There may be a decline in margins over time, blah blah blah okay, what what's solar edge? Doing? That's non-solar uh and now i want to look uh. Let's see here solar edge, i'll share, i can share the screen on this. So, let's see here give me a second, oh hello, there's large kevin. Let's go back to.

Let's see, windows solar edge! Okay! Here we go all right. So, let's see what solar edge does so because i was, i thought they just did solar related see here your inverters solar edge, so home backup storage. I mean this is what i expected was batteries and inverters. So i wonder what other products they do grid services? I don't know this is software? Well, software should increase their margins, not decrease, and this is like grid arbitrage products, products, ev, charging inverter as enface says as well.

Here are your inverters? Here's your software, i mean, i don't see. I don't see why they're saying prod products in a non-solar space that doesn't make sense, morgan stanley, i'll have to read more of that later, doesn't make much sense. Solar edge good company, definitely like uh end phase more, but it's all right, maybe there's a little bit of a dip opportunity. Let's go see here so if i hop into solar edge oops, oh the downside of holding this is it gets very, exhausting uh.

So yeah sorry, i just been doing fine look at the day chart of it. It's been totally fine, so that almost fell on my coffee. How inconvenient would that be? Ah, yeah perfect temperature, all right, so all right, mata ports down a little bit now a firm being down is not so ideal. I think i saw them down because i just sold some puts oh good.

It's only down point two: six percent good uh, i'm it's actually still above my strike. Thank goodness. I think my strike is uh 131, and this has been. This is kind of a little bit more of a a conservativeness conservatism, whatever uh, where i i'm not really.

Jumping up and down to buy right now at these levels, but if i could farm a little bit of credits by uh selling puts i'm okay with that worst case. If i get a sign, it's actually beneficial for tax purposes, because uh uh, you don't pay for the credit it just gets built into your cost basis until you sell those shares. So let's see marcus corp. How is marcus corp up? Seven percent? That's got ta, be a bug.

Mark you don't go, you don't have a hotel and theater chain. That goes up. Seven point: four: eight percent on news that the omar quran omicron, whatever is getting worse - that doesn't make sense. Uh, hmm, autodesk, t-dog.

Hmm, let's see here tesla at 0.58. It's incredible pinterest point one five, i think about rivian, oh yeah. Let's look at reviewing like elsa rivian rivien. I don't know what i think.

Rivian's price is gon na be in december, but uh. I i i'm surprised it's it's. Holding here uh, this is nice, it's nice to see a balance level for it, though uh we knew this would happen. This was no surprise at all right uh.

This was really expected, but uh. I think the drawdown was actually expected to be worse. So it's actually impressive to see it sitting at uh 120. Right now, lucid, on the other hand, really has just been killing it again.

The next down catalyst is really going to be deliveries but uh. Until then i mean, i think, lucid's a great company. Lots of people have been able to make lots of good money on them. So i made money on too very happy about that.

Uh. Okay, let's get the bell, so it's gon na be a little weird. I'm gon na do this, i'm just gon na you know we might be able to see the bell again hold on etf solutions, celebrating the purchase, real machine vision systems and sensors. Celebrating this 40th anniversary, you know, what's funny, is it's so red? It's like 90 plus percent red and it's funny because, like usually when it's green or like half and half the people who are ringing the bell, you hear people like yeah.

You know you hear the cheers here. You literally had people clapping one person going whoa. It was so red, oh my gosh, uh, 90 percent red. She whiz all right.

What do we got so uh we have tesla is going up. What is this world? We live in uh lucid's, actually going up as well rivien's going down a firm's going up delta uh mix, but looks like heading down paypal mixed after a little barcoding there roblox trying to decide draftkings. I you know it's kind of sad the um the gambling plays. It doesn't make sense uh.

So this would be more expected that hud aid is drawing down uh. Sometimes you get some weirdness. You get a weird activity that happens in the pre and post market, because bitcoins pricing's down it just makes sense, but anyway uh expi, uh up 0.06. That actually feels like a u-turn yeah a little bit of a u-turn, marquista drawing down you be careful with this one, this one very, very high exposure to uh fee negotiations, dave and busters uh man - i got ta go there before they lock down again uh.

I went to uh went to a bowling alley. Yesterday was so fun uh, oh and like two escape rooms yesterday and an escape room the day before that yeah it's been fun uh but anyway, like i don't please don't lock us down again uh and i know california would be the place to do it anyway. Uh shift technology trying to come back from the dead here, a little bit. Look at that robin hood.

What is this lockups uh next week, folks next week for lockups, but uh robinhood, actually trying to bounce back here to life? You know it's worth noting worth noting here that we are getting some form of support here in this 25 to 27 range, very interesting, um, kathy wood buying good, maybe did she buy yesterday. You know she took a few days off of buying hood uh. I can see that i have uh it's not that difficult, but i'm gon na. Let me try to pull it up.

Uh, i'm also shocked at tesla, ripping here, but then again those those 12 9 rumors. I think i think those 12 9 rumors are going to go. Mainstream, wouldn't surprise me, okay, so she did. She bought more hood.

Yesterday, wow 572 000 shares plus 342 000 shares and she dumped unity as it was going down. Whoa and dumped cloud flare as it was going down, interesting, interesting, uh. Okay, all right, uh, remember some of it if some of our trades are rebalancing but uh also when she has uh withdrawals from her fund, she has to pick something to sell. So if she wants to go buying the dip right, so there is something in uh in the buy cells.

So let's look at arkay flows. Let me look really quick at the flows. Always look at the flow um, no she's still getting money going into rk, not a lot. I mean these are some of the lowest ins.

Uh 15 mil 48 mil negative 10 58 and you still have an average uh. But then you had a negative 181 there on the 19th yeah, okay, all right, so mixed bag, all right, uh, sheep, nice back to 52., look at the power of the sheep and aetherium kicking butt. Look at that 46.75 btc! Where are you being left behind? Uh? Oh whoa btc just surged, oh whoa, uh, that's interesting! Yeah! Look at this because it was down like the last update i had was. This was back into like the 56 territory uh last night, yeah! Look at that it surged over the night.

Oh wow! Look at that, oh yeah, this was uh. This was midnight, that's funny yeah. This is uh. This is the last pricing.

I remember look at it go look at the respect it has for our lines, though our ta i mean come on. This is incredible. Uh that the ta is just working and it consistently does with btc. That's exactly why i sold my btc here and rebought over here.

The allocation i wanted, so i'm excited about that. Yes, a firm being up 1.45 is great for that option. Contract uh - that is great, in fact, i kind of i can't really look right now, turn it. Oh, maybe i could look on my ipad, um yeah.

I got to get this mac pro. I had to finish this mac pro setup, so i can get back to normal here. Stupid thing: oh well, we'll get there. Ah, whatever we'll do it later uh, i guess i can just look at what the daily options are doing.

Uh. Oh good, uh, 18. Move! That's great because i have this sold so it'd be 18 cheaper for me to buy it back right now. Sweet the day options are ridiculous.

Uh voyager digital moving up, i think it just disappeared on me there. Okay, this is insane folks. Look at matterport yesterday. Folks were asking me kevin, should i buy puts on matterport, and i'm like the danger of buying puts on matterport is.

If we get momentum that continues, it doesn't have to stop tomorrow. The hard thing about buying puts is you almost have to kind of time it uh to to uh uh to crash kind of the next day, and that's that's hard right. That's hard! Uh! Oh brett, thanks for saying that i haven't been looking at the comments much here, but and i should so thank you. Oh and i love your profile picture.

That's really cool, but thank you for saying that i enjoy one price for lifetime access. I get take a sick of monthly subscriptions, you know uh, not not only do i have 110 agree with you, but one of the things we talk about in the stocks in psychology money group and i think other people in the group can attest to that is How bad monthly subscriptions are so i feel like it'd, be kind of ironic. Now i i know the the like, if i could do a pay once for this youtube chat, the youtube chat's, obviously much less expensive, like the 4.99 or whatever, but um but yeah. Thank you for saying that.

That's awesome! That's super cool if you say that uh all right anyway, so um yeah this. This is incredible. Yeah, let's i'm gon na look at matterport sold puts. That would be very interesting.

Actually, i i bet you with volatility, how high it is uh and the pricing moving the way it is with people thinking. This is coming straight back down. These are going to be expensive. Let's see here if i go historic volatility and then we go to the matterport put we're not actually at all-time highs.

We were at all-time highs of historic volatility about 15 days ago, so we're not at all-time highs, but we're definitely elevated on volatility. If i went for some 30 sold puts right now, i'd only get about two i'd get two bucks: it's actually not bad, given that it'd have to fall four bucks, but it could fall fast by december i mean i probably wouldn't sign up for it. Um yeah. I probably wouldn't um, because i i wouldn't be surprised to see a little bit of a draw down there.

That's a little wild uh. I think jay powell, oh yeah, when does jay, possibly i want to say it's somewhere. Actually, i just have no idea um. Let's see here, let me see if c c span should tell us uh, j pal 10 a.m; eastern, so 7 a.m for j pal, maybe we'll stream that okay, interesting good question: tara, luna for a stable coin that can't be censored or regulated yeah that sounds safe.

Uh, i don't know - maybe maybe i'll look into that thanks for saying it. Uh kevin. I followed your trades made. Some good money referred some people to your program.

Thank you so much! Oh, that's. Awesome! Michael really appreciate it. Thank you for that. Yeah we're trying to build a really good community of people uh, and i think we do a really good job of that uh, for the most part, of course, can't be perfect, but anyway roblox folks, i mean this is incredible.

Matterport's now up 4.5 roblox is up 3 and playboy is up 3.6 see all you need now is voozie being up, and it would make sense, 3d scanning playboy and virtual goggles virtual reality. This is kind of a bizarre little move over here. Uh cloud flare up back to 1.95 nice bounce here, tesla up 1.66 lemonade pay attention to lemonade lemonade's, actually having a green day. That's the first time in a while that i've seen lemonade green uh.

There are definitely a few socks. I want to pay attention to for rebounds on, for example, redfin's having a tiny little rebound here. Uh then we've got dave we're watching at 32., google how's goog doing goog's actually down again down about a third. This is one that i'm also paying attention to uh.

I really like, i still think youtube is so underappreciated by the uh. Quite frankly, the investing community uh not not necessarily us in the retail space but uh, substantially wall street yeah kind of crazy good idea to get rid of your play. Calls oh uh. You know it's probably a rough time to do that now, but depends how how how much you want to bet on this virus.

You think bitcoin will play out like how runescape jagix release party hats and rares uh. You know that's a really good comparison. Uh, so runescape party hats were were just given away in uh 2001 2002. They were just given away.

They were really just designed to be a a one-time like giveaway, uh, fun toy uh. I want to say it was 2002. yeah and uh they. They ended up becoming collectibles because the developers never released those products again, the the santa hats and the party hats, and over time people would lose them because they'd stop playing and they'd stop circulating in the economy and that you know, five years later, everybody wanted a Party hat everybody wanted a santa hat, they had to pay these massive premiums to get santa hats and you could pay thousands of dollars in real world money to have the party hats, uh and uh.

You know, unfortunately, the uh, the cost of them just went so sky high that you really had to be like a really wealthy player in the game to have santa hats and party hats, and i mean, if you think about it, it's no different from an nft Uh today and there's some massive sentimental value attached with those now the value of those party hats, unfortunately, in my opinion, is only as good as the value of the game, though so you have to have a really good game to make sense of that. Uh, the you know, if runescape sucked, i don't think anybody would care about the the value of um these uh, these these party - hats, uh. I love runescape a lot. In fact, right there is my runescape gold stack, see that up there uh and then i once had a party hat in here somewhere, but i don't right now.

I should have that see that the party hat should always be close. I should be able to put on the party hat you know, so we love partying around here. I don't need a party hat all right. So, let's see here uh all right.

Let's see stocks drop and risk off day volatility spike. Yesterday, it's worth noting that and they already removed it. Of course they did but uh here. Let me see if i can pull it up.

It was very interesting and it was about by the dippers, which i think a lot of us will appreciate. While i pull this up very quick note, yes uh, the cyber monday code will be active until i go on vacation, which is friday. So it's kind of like cyber monday week, uh friday after market close, i'm going on vacation, i'm going to a beautiful resort. Flying there it's going to be beautiful um.

I will be missing monday market open and market close sorry. But anyway, as a result of that, we're leaving the cyber monday code active until i go on vacation uh, oh yeah, but here it is okay. So bloomberg wrote a piece yesterday and i thought it was very, very good uh and it was basically saying that we, the nasdaq 100, dropped 2.1 percent on friday and rose 2.3 on monday, and they say this is only the third time in 2001, when investors have Piled into the nasdaq 100 after a fall of like two percent and literally erased all of the losses like we literally erased all of the losses that we had friday on monday, and this was really interesting. They say that when you have these quick reversals, these quick reversals are a fixture of banner years, but they're also the ingredient of bubbles, especially when every threat is seen as an empty threat to the market hold on a second.

Let me see what this guy's saying. I already see those here they came in at 61.8 versus 68.4 previous and the estimate was 67.. Oh sorry, the actual was 61.8. Oh, that's a big miss! Oh! That's! A nice miss actually yeah.

Okay, so uh the purchasing managers index coming in at 61.8 versus a 67 estimate so basically really quickly what they do there and then i'll go back to what this thing article was. What they do there is, they say, hey like is: are your purchases and your purchase business? Is it expanding or contracting and uh? If people say expanding, it's a vote above uh above 50, it's a vote of like one basically uh. If your business is contracting, it's a vote of zero and point five is: is the middle point? Well, we've been expanding more than we've been contracting, so we've the last reading was uh 68.4. The estimate was it for it to come in at 67.

It actually came in at 61.8, which is a lot slower than expected. I wonder if we'll see a move in the s p and that, but let me finish this really quick, so they talk about this being kind of a symptom of bubbles. When you get these really quick reversals, but was also really really very interesting, is they said this kind of this kind of flip-flop uh has has only happened three times this year uh, but in the past decade it has only happened twice. Uh outside of of this year, which is a really a sign of a ton of dip buying that we're seeing this this sudden buying when we have a fall in fact, exchange traded funds had 11 billion dollars of fresh money flow into them.

Uh on on friday, which is crazy - that's six times the year's average daily inflows and what i think is interesting about that is. It really shows that somehow people are still getting more and more money to invest into this market uh, and yesterday i made this video about how important inflows are to uh to just really a headway or a tailwind for stocks. If you haven't seen that video, yet i highly encourage you to watch it uh, it was. What did i call it? Pull it up, really, quick, really good video.

I think it was a void, that's what it was avoid these stocks. So if you write that down me kevin avoid these stocks really good, uh and it'll give you some perspective on, what's actually happening out there. It's really incredible, but anyway s, p. At 0.6, you've got uh ethereum sitting nicely at 46, really good recovery here, uh back to holdings at 4.05 moves a lot with crypto watch that, if you're in backed holdings regularly this one moves with crypto.

Let's see. Oh thanks helen for saying that was a good video going beyond the just a void, part yeah. It did go beyond that part too. That's true, i didn't know how to title it, but i thought that was.

That was good, so we did talk about that. A little bit: okay, let's see here, uh, okay, moderna, seven percent of the downside, so modern is still getting burned. A little bit solar edge on the price downgrade quantum scape at 29.. It's actually still a pretty good price for for quantum scape like you're, not jumping up and down to them.

Macy's rotating down people love the ecom division over here uh, let's see macy's. Somebody says the pricing feels delight. Let me see, i don't think so. Ethereum yeah, no we're seeing that same thing over here see look at that that tests the 47..

So if anything, maybe yours is delayed um! No! It's it's good! Matterport uh! Coming down a little bit again here! Look at this uh, oh yep, yep there! It is metaport rotating down a little bit so that uh enthusiasm finally waning on matterport a bit. I can't find it again. I will find it again just a moment, though peloton's actually up 2.11 tesla 165 is incredible. Uh opportunities, though opportunities.

That's what i'm looking for cloud flare still under 200 and kind of sparking down? Actually here all right, let's make this a little larger yeah a little bit of a spark down hmm micro strategy. They just bought some more bitcoin as well shift technology. Finally, bouncing a little bit is this: this, i think, is the first bounce that we're getting here. Yeah, look at that this is the first balance and shift pay attention to this one.

I'm gon na write that down because you you want to see if you get a reversal and maybe you can catch the upswing again right so write down shift palette here had a tiny little bit of a bounce, but now it's flat, hmm still waiting on that Bounce on expi, although it's not at all time recent lows here, nvidia is actually on sale about a percent not much, though no really good sales. We have the indices down, but no shockingly good sales here, uh. In fact it's surprising how well some things are doing. Uh kryptos rebound here, uh tesla up another 1.56.

The you know trade desk here 143 great company. Okay, let's go look and see what stories we have so, let's see here. Let me stop sharing here and run on over to share screen this one. Here we go.

Oh yeah, we got to watch that video on sparks that was crazy yeah when i, when i read that i'm just like omg all right, let's see here, okay, so odds, let's see what odds are on this fed red rate hike. Let's see what we got here. Rogue bets that the fed reserve policy rates might actually draw oh no way, no way they're coming back. What uh look at this rogue bets? So it means it means far and few between right, but still happening that the federal reserve's policy rates might actually drop below.

Zero are once again being made with the onset of the omicron barium euro dollar contract open interest. Data from the cme group showed a couple of new trades on what remains an unlikely scenario: a negative fund fed funds target by sept 2022. Oh, my gosh, could you imagine that i mean you would literally be at you'd, be talking about real estate, just getting smacked uh in a good way, like it'd, be so impossible for you to buy anything anymore, because real estate prices would just keep going up uh. That's crazy, but the the base case remains around a two-quarter point: benchmark hike next year.

They move that up actually a little bit used to be just one rate increase next year. Money markets have dialed back their expectations for fed rate hikes which, before the emergence of the latest coveted pandemic, have included. Uh three-quarter increases for 2022.. The move comes after jerome powell's testimony, so we actually already have a copy of his testimony.

It's not a surprise. The big thing was just that he said that omicron varian poses risks to both side of the central bank's mandate, so it poses inflation, risks and job risks. So we'll see: hmm, okay, what's apple doing, somebody says: wow's apple, let's see here a aapl one percent, another one percent yeah! Well, so, okay, somebody's asking about why maybe bitcoins going up relative to uh the dow one of the interesting things about bitcoin is that it has a very low beta and which means it's very uncorrelated to what the market does. Uncorrelated doesn't mean that it necessarily goes up when the market goes down.

It just means it doesn't care what the market's doing so uh it it it. Sometimes it goes down with the market. Sometimes it goes up when the market's going down uh, it could be moving in more in court. In accordance with technology.

Plays you have much closer uh, you have a much closer beta. Your beta is much closer to one when you compare uh bitcoin to technologies. In fact, i could look it up really quick hold on, let's see, btc btc usd and then beta all right, let's see what we have so if i go come on btc usd, so if i compare bitcoin to the spy well, usually we compare it to the Dow but the beta to the spy is 0.64, which is much closer to one. The dow is oops the dow jones, not the company, without drones, industrial index there we go uh, only 0.54, pretty low, so you and then, if i go nasdaq, it should be even closer to one.

Let's go with the nasdaq 100 0.71 on adjusted. That's interesting uh! Not as actually close to one as i thought so it just uncorrelated down to everything, huh all right, low beta compared to everything actually in the 0.5 to 0.6 range. That's incredible! So yeah! No, no real correlation! Now, that's why people use it as a as a tool for diversifying is the thesis okay. So going back to the bloomberger dorsi omicron boring all right.

Let's try financial times all right, so we saw the modurna update record eurozone inflation of 4.9 percent see. This is here's more bad news for you. Uh you've got early. Regeneron tests indicate anti-body drug could be less effective against omicron.

That's not ideal. Zara owner completes generational management. Overhaul in detects shares fall after it appoints founders daughter. As chair okay, i guess they don't like the daughter all right.

Let's see, what's oh biden, rules out, lockdowns, okay, yeah, good, easy jet ones of softening demand, easyjet, who's, easy jet. I never heard it easyjet, easyjet, warned flight bookings had been hit by a return of travel restrictions. This is not a private jet company is it. I don't think so.

I think this is more a public airline which there's there's an ironic difference. Well, maybe it's not ironic, but private jet bookings actually go up the more restrictions you have compared to the public ones. Oh low-cost airlines, oh okay, okay, okay, that makes sense. So it's like uh, like a spirit or whatever i gotcha.

Okay. How have i never heard of easyjet before this has got to be a re-branded company british low-cost airline? What what was this called before um, easyjet? Maybe it has been called easyjet, wow, easyjet, initially operated, no looks like it's just been called easyjet for a while. I'm shocked - oh maybe they've, just grown good for them, because i i remember like ryanair and things like that. It's probably like a ryanair competitor after ryanair jet is the second biggest airline yeah after ryanair.

Ryanaires is the one that i remember that's interesting. It's always been easyjet. Oh that's incredible! I didn't know that no ryanair was was the one that i always thought of as as the the cheap one when you're in europe uh all right all right. Let's, let's take a look at the sticks again here and then i think g power comes up soon, all right so uh moderna falling whoa.

Look at this one very good food company at .89. Oh look at this! What what loss is this from peak? What 0.89 divided by 7.43? Oh my gosh, that's an 88 drop! Oh my gosh! That's crazy! That's painful! All right uh! Then we have uh consumer confidence coming in at 109.5 versus the estimate of 110. So pretty much at expectation. It was 113.8 for the prior period.

So a tiny little bit of a decline there. I don't think markets are gon na even care about that at all uh gap gaps falling here, build-a-bears falling, looks like the mall stocks. Are the ones falling carnival cruise lines now, solidifying under 20, a share uh sitting at seventeen and a half? What if carnival, went back down to like ten dollars, who'd be ready? No, i don't invest in uk stocks. They don't who'd, be ready to buy uh carnival at ten dollars.

Again, i feel like you, you just like, couldn't not buy it. You'd have to buy it. It's so crazy. All right! Let's see here, whoa tesla's up 2.25.

Oh my gosh! This market is something else. This is crazy. Uh trade desk up 2.4 cloud flare up 2.28, a firm up 1.53, it's it's the this is where you just you just go around and you do a little bit of put selling farm. Some credits, uh matterport's, actually down a tiny little fraction here.

One point: six: six percent: i wonder what sold puts are going for now on matterport, although i don't really want more metaport. Let me look at a firm, a firm and maybe etsy. I got enough matterport, so a format 190 i already have puts here, though, so i wouldn't want to get double moved here. What about end phase? Can we buy some puts at end phase, see if i bought some puts for friday? How much money would i make probably not a lot uh, i'm sorry not bypass.

I want to sell some puts uh two six dollars divided by 2.5 or 255. I'd get about 2.3 percent. That's if i went for the 50s these, but if i went for the 250s 4 divided by 255, that'd be 1.5 percent. Let's see here, i don't know i if i wanted some more end phase, which i kind of do i i wouldn't mind that, because that'd be like, if you got a sign, that'd be like buying it for 244, not great.

You know i'd obviously like a bigger discount but uh. I also don't know that uh you'd actually get assigned. You know you might be able to pick up that credit see if you did, for example, 10 of those contracts get at five grand, but to do ten of those contracts, you'd have to have what uh you'd have to have a lot of funds um a hundred Times ten times, two fifty eight you'd have to have 250 k. So if you did one contract, you put up 25 000 and get about 530.

But then again you know you're only tying that money up for two or three days worst case scenario: you're buying end phase, otherwise you're you're, putting some cash in your pocket. That's that's not horrible! Oh yeah. Now cnbc is reporting that regeneron is less effective yeah. We just saw that on the financial times um, okay, so in south africa 455 hospital admissions 87 of hospital admissions are from unvaccinated.

Folks, 13 are from vaccinated, apparently in south africa. Although there are very few people that are vaccinated in south africa, i think they're only at like what 30 or something i think, they're below the world's average for vaccinations kind of crazy. I feel, like i have done a deep dive onto immersion. Is that immr, like the haptics company yeah, they, i wrote down a thesis for that one in our chat, elon isn't done selling.

This is true uh, i know yeah, that's the thing. Is i'm worried about the debt for carnival, but if they got the ten dollars? Oh man, oh man, like i, don't think they're and they're they're sailing right now. You know hmm, it's kind of easier to read the chat like this. On my phone similar to ryanair, i work in private jet charter.

We are as busy as ever no slow down. That's awesome man, uh yeah, i i agree with you. I don't i don't see a slowdown in the jet market at all. It's nuts, let's see here, stop some of y'all silly in the comments uh.

It's funny, though matter for you turning. Well, i mean it was: it was going down last we checked oh yeah yeah. There we go. Finally, it's going down that was just pure euphoria, uh yeah, that's a good drop good! That's healthy folks, see i'm glad i didn't.

I didn't sell any puts because i'm like, like you know it's not gon na last. It's still great, i mean who cares? It was up 20 yesterday, so even if it gave back 10 today, it's still crazy to me this is a 30 stock, like i can't buy this until it's under 24, again uh wild man wild ride anyway, firms so end phase down point. A s p is only down a quarter tesla at 2.4, pretty impressive, the the evs are still killing it. Just can't stop the evs, okay, very good food, six canoe! Well, the exception of canoe.

Look at canoe, getting left behind here. Five point: eight two percent to the downside, yeah, but canoe - has so much risk it ca. It comes in waves. Canoe is really your classic ev momentum stock.

It carries a lot of risk. People don't actually believe that they're, quite frankly, going to be able to manufacture these cars. You know what folks listen to this, and i think it's things like this, that that are why you come to these live streams, and no, it's not me plug in the cyber monday, weak coupon code thing. It's that the canoe had an exhibit at the la auto.

Show but they wouldn't let anybody on it, not not that you think you could drive it, but they wouldn't. Let anybody touch the doors or go into it. They had it cordoned off, they had it like plexiglas walled off or whatever, and then thinking to myself are you kidding me come on man come on man, it's ridiculous. Where do i think a firm is actually valued.

Uh me probably like 120 and uh, and now that's why for me, if it fell to like the 110 115s, you know i looked at it at 118, the other day and i wasn't jumping up and down. Maybe i should have been a little bit more excited. Uh but then again it's so close to that 120 level. I don't mind adding a little bit like between 125 and 130, but i don't really want to i'd, rather get it if there was some serious pain like 110 or something below that.

I don't know. If we'll get it, you never know but uh anyway, yeah yeah, so we don't. We don't know yet how effective a firm is going to be at uh amazon right if amazon integrates them in a crappy way, they might not be effective at all, and then you have a downside risk for a firm. So i'm very look.

I'm very conservative when i do my numbers uh and i know sometimes people hear me say that and it's like you're just too conservative, that's fine! It's fine, uh, yeah ethereum, doing a nice little run here. Yeah btc at 58.6, nice and google went pause again matterport. Finally, finally, getting rid of some of that euphoria, it's not healthy for the stocks to run like that, yeah yeah! There you go, the traders are finally getting out get out traders, let the hodlers hang out over here, but what a wild swing today, because it went it was up what five percent! Now it's down about? Five percent? That's a 10 swing in the day! That's wild! Tesla 2.6. I i can't get over the tesla one uh, but shift has really been stuck.

Uh really really been stuck, so i'm watching shift too, but it's the last couple days, yeah, it's a little mixed, see it's stuck in this channel here. There's no way! Matterport is bag holders unless people are actually buying at these top prices. That's true. They do have a good pr team you're right uh.

Would you recommend index funds before you know? I i actually like that idea just like park your money into the smp and then wait for opportunities uh. You know i. I have a cash obligation coming up, so i i need to have some cash sitting around for the next few weeks, uh to where, even if the market did dip, i don't know that i'd be able to use all of it to go shopping but um yeah Yeah has draftkings bottomed. I don't know, i hope, because i know there are a lot of people holding this one.

So for their sake i hope so, but really what you're? Looking for you're looking for those reversals so uh, for example, look at shift. You know shift technologies of 2.85 today, that's a potential sign of a little bit of a reversal uh, but we don't know how consistent that's going to be so we're going to keep an eye on that. Let's see if shift can can pop back up again uh, because i, like shift like shift a lot. I think it's way oversold and if shift keeps moving, there could be a there could be a nice little pop that comes off a shift uh, but you've got to be careful because some of these stocks they just keep going down and down and down, especially the Non-Indexed ones right shift is not in the s p.

500. So when people buy the s p over and over again, it's a problem because shifts not getting that kind of money. You know. Oh sweet eric.

Congratulations courses helped me close two rentals. Yesterday cash flow and principal paydown nets me an extra salary. You keep changing my life come on over for christmas. Oh, that's, really, cool thanks! Sarah! Congratulations! I'm really happy for you! That's super cool man.

All right! Yeah taxes are fun all right cool. Well, this was fun. Look at that roblox up five percent wow. This is one i want to see where this one yeah look at this move on roblox crazy.

Oh, that reminds me how's upstart been because upstart really gave up some of its momentum. There. Oh look see, see, look at that up starts doing the u-turn. This is what you want to pay attention to for sometimes picking up on some of these u-turn trends.

So i'm going to write down upstart, that's another one to pay attention to as well up start. Oh, i like it. Oh apple, another, two percent wow. Quite frankly, i more and more.

I just think it's just s. P 500 money plowing into this thing, but anyway um roblox unpredictable yeah. It's been wild, uh, okay, cool! Well! That does it for now. Thank you.

So much for being here, folks, we'll see.