Hey everyone me kevin here: welcome back to another market, open live stream. We have a nice green start to the day. This is despite the fact that uh there's uh there's talk about fauci, potentially recommending a that uh. The biden administration imposed vaccination requirements for domestic travel, which i'm not sure how far that will go, especially since the vaccine requirements for uh federal contractors is held up in uh in court, not just in court, but the supreme court is going to end up hearing uh That uh, that potential mandate, so i'm not sure if that would end up no pun intended flying uh with uh with the airline industry uh and how that would impact the market is, of course, a little uncertain, but the market seems to be relatively positive here, despite When you even hop on over oopsies, i was just going to hop on over to new york city covet cases.

Here we go. Ah, there we go new, look at new york city, we're finally getting this uh, substantial surge, which uh we expected to show up in the data and that we would start getting a surge. That's uh substantially higher than anything that we've seen with delta and there was uh there was this thought that when we have a cross between a peak of uh cases of uh omicron, along with lingering hospitalizations and uh, unfortunately deaths of delta, then then we might end Up seeing some more pain in the market, but we've gone into the omicron surge with such a low amount of deaths, we might not end up seeing that kind of cross. We might just end up seeing an insane amount of cases and then hopefully, of course, uh hospitalizations and deaths remain relatively flat, uh something to keep an eye on, though i mean all of the numbers that we've seen for covent cases in the past, i feel like Are about to get blown completely out of the water and new york city will give you a perfect uh first example uh as long as well as let's see the united kingdom, you could see a similar kind of surge in the united kingdom, but look at that Which is kind of wild very similar to what happened in south africa? You got that inflection point down already in cases which is quite wild uh, it's uh, it's worth noting that if anybody is, is most interested in protecting themselves and uh, you know i'm the stock doc, not a doctor uh.

I personally believe this is my opinion. The the best one of the best things to do is have an n95 uh respirator, which you there are plenty of them on amazon, n95 mask and uh the reason i say this is because eve when we know this even the vaccines at this point uh. Well, you know people are still getting covered, uh, so you're still getting those breakthrough cases. Now you want to avoid the ones with the valves.

These are valved ones over here, uh the kn95s. These are made with chinese standards so and they're they're deemed to be about 10 percent less effective. They do usually have good little packs here. I don't know, let's see here.

What's this see, here's one uh, n95 individually, wrapped the price has skyrocketed on these over just the last few days. Uh, you used to be able to get these for about 70 cents a piece and it looks like they've gone up to closer to a dollar a piece uh these. These are n90 chinese. N95S.

That's crazy manufactured in shanghai now! Well hey! If they follow the n95 standard, then they can be called n95, but anyway, oh the honeywells. These are my favorite uh. These uh, these just went up a bunch in price, that's kind of incredible uh yeah. You were able to get about 30 for like 18 dollars, not that long ago and now you're getting 20 for 22, so you're paying over a buck a piece here uh, and i think this is because finally, the markets or or people are realizing, like.

Oh my gosh yeah, this is probably like. We should have better quality masks, which is funny because it's something i ran a campaign on in california, but no nobody seems to care about logic and politics, but we already know that anyway, that's that's just a note and since prices are going up like i don't Benefit at all from you buying those masks uh. I just say it because i i love you all uh okay, so i don't. I should have probably put some affiliate links in the bottom, but i didn't uh anyway uh taking a look uh.

So obviously, we're expecting this covet search to continue in sort of a massive way. Uh. The reason i say an n95 mask is probably your best way of protecting yourself is again because the breakthrough cases that we're getting with with vaccines - and there are a lot of people who've been asking like hey like what do you do? If you have unvaccinated children, you don't want them to get omicron, because maybe you're worried about long coven, not so much the severity of it look. I don't want to get sick either.

So, for example, if i were to go on a plane, even though i'm not vaccinated i'd, wear one of those because i i don't want to get sick, i don't i don't even want you know, i don't even want a mild cold. Don't give me anything, you know anyway, uh we did have a ton of flight cancellations over the weekend thousand flights canceled in the united states 200 world wide. The blame is really falling on covet sickened workers who are calling in uh and uh. The interesting thing is the like: the the isolation time frames are still like, like delta levels for for omicron, and you don't really have to isolate as long with omicron, because it's a much shorter duration of a cold uh cold right, whatever uh.

And it's interesting because i believe isolation is somewhere between seven to ten days, but this is something that most people get over within about four days knock on wood. That remains to be true, uh, and so the airlines are complaining that, like, ah, why are people still in isolation when they're over their cold and they're, like basically out for twice the time? They should be a lot a lot of travel, though still we doubled our uh tsa uh traffic. On christmas eve and christmas day from last year, which was wild uh, it did have a lot of cancellation. So, like i said, jetblue had the worst like 10 uh of their flights were canceled southwest was the best that only one percent cancelled, uh and uh over jumping on over into crypto.

I did do a little bit of crypto buying this weekend, uh the crypto buying that uh. I hope i've started this and i've been working on this for quite a while, but i've started just basically buying crypto in a basket of about uh eight uh coins uh, and that way i could really spread the love, and so this weekend, uh in. In addition to just buying, for example, bitcoin uh, i bought uh a basket that i have to put together, which includes uh, avex, uh, polygon, matic, uh, terra cardana, solano and uh. So far, er, we, you know we're still.

Let me put it this way. There was a little bitcoin softness over the weekend, but so far we're still in that inflection point uh and you can see little softness a little bit better here. If we go to btc see here's that softness, you kind of saw a little bit of the softness on the day before christmas christmas day, a little flatness almost more on btc, you got a little bit more catch-up movement on like ada cardano, but we're still well In my opinion into this inflection point off of the bottom here - and this is a big one, when we have a massive downtrend like this uh, as you can see by this uh trend line that we've drawn, we have a massive downtrend like this, and this day Chart here it's usually always been rewarded by by nice breakouts. So i'm enthusiastic, i don't mind that it's taking a little longer but i've.

I've always said that uh 2022 is gon na, be the year of uh of crypto and, and i think we're going into a really nice start here. So let me go to the day chart here on uh, even polka dot here. This is just another one. It's moving quite nicely actually right now, i'm 24 or up 10 in the last 24 hours here, and you also saw a little bit of that flatness here on christmas eve and christmas day.

This is where i did a little bit of shopping, and so we got a nice little pump over here, just cool, we'll we'll see i'm optimistic uh. That's also why i wish i had bought more of them, but i did also buy calls on hot ai. I think this will perform quite well so uh. What else do we have? Oh um us holiday sales of 8.5 from december or from uh 2020.? So i'm not sure how much that really matters.

The 2020 comparison. I was really trying to find the 2020 or 19 comparison, but uh i couldn't, but anyway, the holiday season is apparently november 1 through december 24., uh jp morgan's, complaining again that people are being too bearish jp morgan two weeks ago they were the ones that were Basically, expecting a a short squeeze and uh b were uh, we're thinking that small caps were going to see a revolution uh here in in the next few months. What they're saying could still be true, but uh markets aren't by any means like rallying as crazily as uh as some folks, i think hoped for a santa claus style rally. Uh, i mean here's.

Here's some of the things we got. I mean we've got a momentum mover here, 20 of camber energy uh. Look at that shift. Technologies was up five percent on friday, uh it's up another five percent right now, uh! So that's that's! Potentially one of those uh short squeeze stocks short squeeze stocks again were shift corsair, lemonade and tattooed chef.

The tell the way we left off on monday as well was that i wanted to see how the market would behave for some stocks on monday uh. That's today, and because i felt today would be a little bit of a tell in terms of uh. Is the market going to get on this? This path, this sort of escalator of positivity finally or are uh? Are we going to um uh? You know go back into sort of this december bearish mood that we found and uh right now. It seems like it's going to be in that green direction.

Uh so very excited about that uh. Somebody with the name. No thinking is doing some thinking and it's asking. If i own stocks uh in n95 companies - and the answer is no - i do not uh yeah, i i mean i you're also the same person, who's saying your nose is a better filter.

This is completely false. Your nose is not a better filter than an n95 respirator is completely wrong. Uh. The n95s are absolutely incredible, uh, absolutely incredible.

Yeah they're really really good so, and they protect both ways as well. I think that's something that's important to consider too is uh. A lot of the the stupid cloth. Masks are worthless, you know people cough or sneeze under them and and all their uh uh.

You know particles so to speak, their their aerosols go spreading around everywhere. It's a disaster uh but anyway, so uh take a look at this a little bit of a back seat here on uh the travel stocks, not not a surprise. I uh i've purposefully waited on on buying some of these recovery stocks because i really do believe that and - and i i don't care if i'm wrong here, because i don't need to play the recovery stocks but uh. I'm really thinking that come mid january.

There's going to be so much covet everywhere, like they're, going to be coveted cases absolutely everywhere in the united states uh in covet cases, gon na be so high, there's gon na be so much fun that, in my opinion, that's the time to try to get in On the recovery stocks, i could be wrong about that because the market might - and it already kind of, has you know, carnival cruise lines, just as an example has come off of its bottom of what 1790 was roughly its bottom, it did stretch a little lower stretched. Almost to the bottom of the 17s uh, but it's off of that i mean, even though it's down 3.3 right now, it's still at 20.5, so it's still higher, but it wouldn't be surprised. The market gets fearful that oh my gosh, if omicron cases surge, even though it's less concerning and less severe, we could end up having an overreaction by the biden administration. We could end up with uh more uh uh.

You know fud basically, because if they say okay, you have to be vaccinated to go on a plane. Well, then, then, that's obviously going to cut into travel which personally like if, if you're like here's the thing nobody likes wearing a mask. But if you could still catch covered vaccinated and you could still spread covet vaccinated then then maybe they should just hand out n95s to people. You know i've said this.

Even during the campaign send everybody n95s they're expensive, but at least they work they work really freaking. Well, uh, you know that's what the government should be doing. The the the government should really be like doing everything in their power to to stop like. Let me put it this way.

Why are you sending covet tests? You're gon na send 500 million cova tests to everyone. Why don't you take that money and send n95s to everyone? You know so that way you can actually prevent the transmission, because it's kind of like, in my opinion, you've got this government. That's like ah crap we're in a pandemic. Oh we better make sure everybody has a test.

Why? Why don't you do something to actually try to prevent it in a way that you know you can prevent it like with an n95? Why? Why did it take two years for people to start catching on that n95s were a good thing. I don't get it, i really don't get it. I really don't get it uh it it. Just it just doesn't, doesn't make sense to me uh.

You know. I look. I've i've uh somebody here says: uh n95s get rid of a lot of oxygen. I i i have not found that to be true.

I i can't tell you the data on that, though uh, but i will tell you if we wear a p 100 you'll, probably pass out after two hours, p. P-100S. Those are the big respirators right uh, but uh n95s are surprisingly decent. They i mean like, am i going to go on a jog with an n95 on hell? No, but you know i am i going to feel light-headed wearing 995.

unlikely uh unknown uh unlikely. So i i don't. I don't believe that at all uh but uh i mean you could look up the science of that of course. But then, then, these days with kovid, if you look up the science you're, just an expert, googler and you're not to be believed, because google is leftist and oh my gosh, like the the nonsense, you see in my comments or on twitter, it's just sometimes so ridiculous.

Anyway, so uh, what else we have? Oh dede, there's a lock up here: uh, there's a lock up that expires today on dd, so you're we're we're only down two and a half percent. I'm very surprised by that uh. Very very surprised that yeah ronald exactly construction workers wear n95s all day long, yeah and they're working their butts off. That's absolutely right! I i purposefully try.

I try to avoid the k n anything because it's it's just like if i'm gon na wear it i'm gon na wear it. Why am i gon na wear one? That's maybe 80 effective when i can have 90 to 95 efficacy right, um diamond? No, i i know n95s won't tell you you're contagious, i'm just saying like like if you're sick, you're contagious uh now i know you could also spread asymptomatic. Don't get me wrong, i think testing is fine, but but again, like gosh government send freaking mass to people. It's so dumb good mask, not the cheap crap, all right, i'm over it, i'm over it, i'm over it uh, okay, what else so we got ta lock up on dd today, uh, i'm not sure.

If we're going to see most of the selling pressure on dd today or if we're going to see the uh selling pressure tomorrow, it depends on practically when people are going to uh be able to sell their shares. Godaddy, i think, by the way, is doing uh. Regular uh doing well today go daddy uh. Let me see here.

I think they had like an activist investor jump on or something like that. Uh six percent stake. I believe it was. I was reading about it.

It's only up three point: six percent. Okay. So, that's not that big of a deal! Okay, what else here, let's see uh! Oh somebody says they could run a 5k with a 95. That's cool uh.

I hate running with with a mask on it. Just i feel like i'm choking, but i'm just being a little baby. Okay. So let's look at the little headlines here and i mean quite frankly, if you're outside, do you really need it? I don't think so.

I don't think so. All right so domestic travel vaccination should we consider it so we talked about this. I think this is this is gon na. This is the kind of fun that's gon na push recovery stocks down more.

I think it's a bad idea this this suggestion, but that's just my opinion. Uh then we've got uh. Let's see here, uh, okay, we talked about dd, but this was. This was a nominal movement, so far, uh, oh so, like a coronavirus can persist for months after traversing body.

So i don't want to understand this so coronavirus that causes cova. It can spread to almost every organ in the body where it may persist for months. Uh. The national institutes of health found the pathogen is capable of replicating in human cells.

Well, beyond the respiratory tract the results from let's see here saturday, this is it quite interesting. I just this is the probably the long cover talk yeah. This is long code. I just want to know if omicron causes it uh and i don't think they really mention that in here, which, what's the point of that, no they didn't mention.

How do you? How do you do coronavirus can persist for months after traversing the body? How do you not even mention the word omicron yeah, all right, whatever um? It is interesting, though, that that uh, apparently that stuff goes everywhere inside of you and you have it um long cove. It was a big issue with with delta. We know that, but that we don't we still don't have research on whether or not omicron would cause long covet and uh. That's that's.

I think what people are more concerned with it's like i'm people aren't worried about a cold, basically uh. I know, but you know oftentimes in these studies: you'll have uh, you'll have them say something like. Oh, we expect it to be similar or not without, they might say something surprised. They didn't say anything at least not in in the bloomberg sum here.

So uh green stocks are slumping during an esg boom yeah this this is true. We've seen uh definitely sell down a lot of stocks, whether it was uh m phase off of some of its highs. Uh you've seen a sell down of the charging companies. A substantial sell down in the charging, companies and uh, you know even the s p global, clean energy index, oh yeah, and then, of course, the solar companies like sunron.

They just got smashed here recently. Personally, i think that's an opportunity. It's a great. I mean this.

This uh whole green boom isn't gon na go anywhere uh, so the tentative trading that we have and some of the solar stocks or charging stocks. I think it's kind of ridiculous uh. Let's uh, let's see here, uh, oh yolked tesla, so i i did not fact check this. I'm just looking at this here.

A first omicron death in u.s was a re-infection. The individual was immune, compromised and not vaccinated all right, um, that's unfortunate. Dd blocked its employees from selling shares in the lock-ups or now i have to look into that. Thank you for that all right.

So let's do a peek here at some of the energy companies that have been left behind as well as quickly looking at losers again and it's just the cruise lines and the airlines here dd only 1.8 percent down uh. You do have uh lemonade still rotating down here. Okay uh, on the upside shifts. Only up about four percent now looks like you've got more of that momentum.

Attention really going over to nicola uh, f cell and camber. These are absolutely momentum. Movers here upstart getting a little bit of love but uh, okay, otherwise things mostly stable here: tesla 0.9 percent uh neo somewhere. Where are we here? Point five: six percent? Okay, so somewhere in the middle here these uh.

Now what i want to do is specifically look at uh some energy stocks here. So let's, let's do that, let's look at s edge and then what we're gon na do is we're gon na write down. Oh yeah, look at that: oh yeah uh, so you're you're, um, you've kind of cut out all of this recent surge that we've had here and you've been. If you cut that all out most of this out you're kind of trading for roughly what we traded for in november, it's just been of last year - it's just been a wild ride, uh, so i'm gon na i mean i would almost call this mostly flat for The year we'll look at annual performance, that's what we should do.

So, let's uh i'm gon na write this down. So we got four minutes. Okay, we have four minutes. Let's, let's see how we can do here, so i'm going to write down s edge.

That's solar edge tesla dumped them for their solar inverters, the tesla's now making their own finance.google.com folks my favorite way to confirm uh solar edge. It's just the most basic way to do it year-to-date! Oh my gosh, it is down 28 percent year-to-date. End phase is only up nine percent year-to-date holy moly, like that's a steal and a half right there, uh first solar down 13 sun power down 18. Canadian solar is down 40.

I do not love investing by the way in the panel manufacturers uh. I i but, but i mean golly, that is uh, that is a cell down there, uh generax actually up 56, but but they're uh. I don't know if they have they gotten into batteries yet because they used to just be generators like gas powered home generators. That'd be interesting to see generac uh if, if they do batteries that could be interesting.

Uh, let's see here, i don't think they do. Oh solar and battery storage. Oh they are getting into it. That's smart! Oh! That's! Really! Smart yeah they're, a massive generator manufacturer.

I mean that's their name after all: generac industrial generators, home generators and all this but uh home power backup. I want to see the batteries here, i'll even make pressure washers, my goodness they make a lot of stuff but uh. Oh my gosh yeah look at that. They got massive hold on home, backup generator well, these are these, are i don't know if these are battery? These could be gas.

Let's see here, is it gas or what does it use battery monitor battery said? No, it is a is that, is that really a battery i mean it's 26 kw. I guess so manufacture, backup power wow, because i'm used to these see like in in florida uh. You used to get these big things and they tell you how much power they could replace, but they were like massive machines that you would i'll look into this later, that you would have like, sometimes even external tanks, for gas tanks or propane tanks or whatever uh. Just so that way, when hurricanes came by you'd uh you'd have some some power, but anyway the market's about to open i'm going to look more at a generac.

I mean wow, but then again that's the stock. That's up! You know, that's probably the stock. You shouldn't be looking at, but uh anyway, what's another one here, really quick, let's just throw in sunrun before the market opens here. Oh my gosh sun runs down 50 percent uh.

If we do one more, maybe here solar uh we got for now. We got most of them in here all right. Let's go ahead and get the uh the open here says chinese securities regulators have been investigating didi, but what's most interesting carl about the continued slide of dd on the back of that piece, is that normally you see the stock go down when insiders sell shares? Now they're going down because insiders won't be selling shares, which is sort of the flip side of what you'd expect yeah a remarkable story, uh well and obviously china will continue to be a huge story in 2021 for a variety of reasons, beyond stock listing. There's the opening bell and the cnbc real-time exchange of the big board: it's bank of america celebrating its ninth annual winter village in new york city and at the nasdaq.

It is the united states postal service with operation santa and, as we just mentioned a moment ago, scott congratulations for uh, making sure that the worst all right so uh, that's interesting! I'm gon na try to understand this with dd here, but yeah later i'll have to look into generac a little bit more. I i mean that's, that's incredible! Uh! It's a transfer switch for the generator yeah i'll look into it. I'm i'm just not as well versed in uh understanding where, if they, whether they do have what all their products are uh anyway uh, oh yeah, here here, generat, okay, home backup generator protects your home automatically. That's what i thought it runs on natural gas or propane.

Sits outside like a central air conditioning unit. That's what i thought and it's so confusing, because they they now they're listing these with these kilowatts uh but uh, but again that my understanding was that was always uh. Based on how much gas you could burn. How many kilowatts you could basically replace, because, especially in a place like florida, you need uh.

You need a lot for all the ac that you want to run uh. So, okay, i don't think. Then they do batteries, but i thought we saw that on the homepage. See solar plus battery storage savings? Oh there we go yeah yeah here we go and the giant vents on the side were a little bit of a tell that the other one was the the gas burner or whatever uh yeah there we go okay, so it looks like they are getting into battery.

As well, which makes sense - because i think in in the long term, these batteries will replace probably their larger uh gas burning systems, so uh. But i i you know you could look into their earnings reports to see how well yeah i'll just do it really quick generac, uh investor relations. Really quick, look hi man uh, let's! No! I just what i really want to see is how much they do. Solar versus um or like battery vers versus the old school stuff, i would expect it's gon na be like 90 old school stuff um their website's kinda loading, slow though we might come back to this all right, we'll come back to that all right.

Let's go see how things are moving now that the bell has occurred: uh, okay, shift, let's see sort actually properly here there we go: uh, okay, so uh, voyager digital, okay, voyager digital, just glitched. Here, for a moment there we go wow dutch bros, dutch bros, taking off uh seven percent. All of a sudden. Is this just a launch here at the beginning? No, what no it's down come on weeble.

What are you doing to me? I'm not losing my mind. I just saw dutch bros up seven percent, and now it's now, it's only now it's down like point four percent or whatever thanks weeble, whatever it seems to be up to date. Now i hope camber energy up 19 cardano up uh 7.7 uh. Finally, getting that rally again at ada uh that one that one's been suffering for a while nicola that rally's fading a little bit down about five and a half upstart.

This is another big trading stock and i think we're going to keep seeing momentum on upstart a firm coming back three and a half percent. Some of that buy now pay later fudd goes away at c17. Tesla is going up 1.2 towards the downside. It looks like the cruise lines are selling off more, along with the airlines selling off some more and lucids at support, also potentially rotating to the downside, a little bit how's hud 8 doing, let's see if there any option, uh, oh hot, it's falling at the open Here a nice little sharp fall here so keep an eye on this trade desk at 97.

boy. That was a steal at 85. cloudflare sitting right at about 140 and shifted two percent: okay, all right uh. So, let's see what other, let's see if this generac page actually loaded here: okay, cool, here's, a quarterly we'll see how long this - oh, that was decent okay! So if i go to here net sales, okay, just talk about net sales.

Well i'll! Do a quick little search for battery. I really two words: two references for batteries. Oh you guys suck come on. Everybody wants to know.

You know what this is a sign of is that they probably don't actually sell that many batteries yet wouldn't be surprised if they end up like outsourcing to like a company like end phase and then trying to rebrand or something. I don't think they do that. I certainly don't know that they do that, but it wouldn't surprise me, but i'm gon na look again here: battery okay, uh, let's see here battery battery integrate! Oh wait! I saw percentages resident. Oh oh um, residential products comprised of uh.

Okay. That doesn't quite make sense. Like these are comparing years yeah, those are just comparing years that doesn't help me residential is about half what they sell. Okay got it, and generic generation now only eight mentions of battery with no idea in the annual report.

How much actually goes to battery stuff? They just don't want to tell you they really don't want you to know all right, whatever whatever uh yeah. Now, i'm not. I would not personally be excited about generac uh. If, if we're not big on batteries which to me, it seems like we're, not they've performed very well this year, they've outperformed all of the other energy stocks, and i would probably wait uh i'd like i'd rather throw down on all of these energy stocks before before.

Generac, probably so like, if i were going to make a basket out of all of them, would i consider throwing generic in it? Maybe but uh? Oh look at uh. Look at tesla run here, but uh yeah. I i don't think it would be a big allocation in that pie, so tesla's, almost uh, almost up three percent here, getting a little bit of a rally, seems to be bouncing off about 1100 here, a firm's also getting a little bit of a push sitting at About 4.6 right now, carnival cruise lines is weakening. Again it's going to be under 20.

Here soon the market is not liking. This potential for more restrictions coming from the um okay, i get this reference here and the nz guy says gm generac is the gm of batteries leading the field? Okay, this: this is a reference to the ceo of gm saying, they're, leading the eevee revolution leading the field of the eb revolution. Oh my gosh um. That's a good one check out uh vldr for robotics, oh uh, the vldr yeah.

I always thought they were a lidar play. I didn't know that they did robotics as well. Is that true, the ldr, the the lidar play for robotics vldr uh, i hate having so many tabs open. So give me a second here there we go uh, okay, so powerful lidar solutions, products yeah! I don't! I only see lidar here, so it must be a different one vldr.

But that is what i wrote down. Do you have thoughts on stem stem solar uh? What do they do? Oh i've looked into this company before i don't remember what my problem was with it um i don't remember, but yeah i'm gon na write this one down and uh. I want. I want to do maybe a little bit of a dive on this one later.

I can't remember exactly what it was. I remember this was more grid focused than than residential focus. I believe, but beyond that i can't remember much uh anyway. Okay, so uh did you hear about chinese citizens understand uh, because a star laying satellite almost hitting us, no i've never heard of us is that true, sad starling, starlink satellite.

I can't even spell that. Can i sell whatever iss yeah? Oh two elves. I don't see any news on that. Oh yeah, here nd tv gadgets, starling satellite space station near miss chinese citizens lashed out against billionaire elon musk.

Two satellites from starlink had two close encounters with the sp a chinese space station. Oh that's interesting. The chinese space station implemented preventive collision avoidance control, all right guys we're going to move the whole space station. Oh man um it's getting crowded up there.

Oh my gosh. What happened over here just went away there for a second and all of a sudden just started going up um all right anyway, that was uh velodine. So a little bit of softness coming back in over the last few minutes here on on a firm, tesla tesla's. Also softening a little bit so some of that enthusiasm slowing down a little bit uh, i think really.

The weight of all this covet stuff is not going gon na be too good here. So let me see here: let's do spy um, spy's kind of holding on stable here. Do i see corsair moving on no, not really yeah? Let's do a quick look at btc. Oh yeah btc doing nicely here a little bit of a push awesome, abm, l.

I don't know what that abl. I don't know anything about that. One either uh happy to take a quick peek, though all right, let's see so what else do we have? First um? Let's do another hunt, okay in vitae down in oh man, some of the therapeutics are tough all right. Let's see financial times first, okay, let's see so t roy price is hero.

Price is worried about speculation in the market. Yep, no doubt about speculation in the market. Dd blocks employees. Okay, so i want to understand this.

What is this? Dd has barred current and former employees from selling shares indefinitely? Oh, my gosh! Oh i see so. The lock up was supposed to end today. They're like no just kidding. You can never sell your shares yeah all right, sucks! Oh yeah, germany, oh covet legislation coming to germany.

That's interesting! Oh, like i wonder if they can get this the starbucks of cannabis. You know i. I really think there's a huge potential for a lot of money to be made in cannabis. I just think our our government is moronic that'll, be interesting, i'll, wait to see how germany plays out before i pay attention to the drama, but uh we'll see if anything passes over there and how that plays out.

That's very interesting, though america is just a cl. Well, california, i should say, is a cluster f when it comes to uh legalizing cannabis is so bad, such a dumb government uh. I think we're like in our city. We're allowed to have, like i don't know so.

Somebody told me who has experienced in this course we're only allowed to have uh like three locations open up within the next year and a total of five or something like that. Uh everything is limited. Uh you go through like a lottery almost for the licenses. Uh.

All of the crap in california just incentivizes illegal activity, it's insane, but anyway, space-based solar power could uh. Solar power could be deployed in 10 years. So that sounds fascinating. Okay, all right! So uh.

Let me look at how how are our treasuries doing uh? Let's see here so we have: let's go to bonds so 10 years down a little bit, that's good! We don't really want to see that pushing up the more we see the 10 pushing up the more the more folks uh get nervous about inflation. So we don't really want to see that all right, good wall street - oh, did i say coven, not it can't. Well, you all knew what i meant government race to e staff, sort of shortages. Yeah hiring is like impossible.

Millions in uk await treatment, but not for covid, oh right, because uh for other things, beds get filled up. Okay, 900 billion dollar cash, pile who's got the cash pile investors defying share price slump for newly public companies. Oh that's right. I was reading yesterday about how bad uh a lot of ipos have performed in 2021, especially spax i mean spanx got destroyed, oh the the velodyne sensors you're saying, are in drones and robots and that, ah, that makes sense.

Okay. What else is going on kind of? We hit the news in vitas: fallen, i'm gon na find out why i'm vitae is falling vitae's doing a little bit of a crash all right. Let's see here, let's see what we can find out and we'll see what other news we got here too envy day i didn't ever spell that one in vitae - oh, my gosh, got it all right. Let's see what's going on this one uh in vitae, there's like no news, no news on nvta, it's just down six percent! There's your news already done! Fine, then, okay, what other news so stocks rise in thin trading? Oh, we got fin trading in a mood of caution, as traders evaluated spiking covet cases.

I mean all right. Santa claus rally might have to wait until next year, but kamala harris still wants to get the two trillion dollar package. Oh kamala, is it gon na happen? I don't know it's so up in the air as to whether or not we're actually going to end up getting this package next year, because next year we go into uh, we go into election mode, you know midterm election mode and then then the the first two Years of biden being able to get stuff done, it's over yep all right. What other news? Uh, okay, yeah tech stocks take flight, uh, futures club well, yeah, we're past that right now, travel stocks suffer a bearish outlook on gold.

Does anybody here actually invest in gold? Like like more than like one percent of your portfolio, okay, here we go so impact of self isolation could be 2022's biggest wild card. That is how how worried are people individually going to be very interesting, all right, i'll, go back to you, yeah yeah btc? Is your gold yeah? I agree crowdstrike i like crowdstrike but yeah. Maybe we should make a video on that one day, uh all right, so we don't know why in vitae selling off we just know that it is uh. We also see evie go selling off archimoto selling, down smile, direct hippo uh highly on a lot of things here, rotating down.

Look at that lemonade's going down another three percent red fin, almost another three percent - i mean not everything's green here, uh zillow, wow, uh and then then you've got oh arc's, even down sophie's down n phases down. Well, this isn't that green shift went down. Shift was like up five percent of the pre-market. Now it's down mp, materials is going to new highs here, 46, that one's just people have been loving that one uh firm up three percent still working on recovering there where tesla go.

Oh tesla fell back down a little bit one 1.6 kind of wild market. All right. Let's look at uh, let's look at btc for a moment, so someone said uh, let's see here now: okay yeah. What is going on with a pullback here? No, not really! Look at the spy.

I just see a lot of the green stocks that we're running are pulling back a little bit yet, of course the spy keeps moving up and that's the thing about this market is you know you get so much volatility underneath it all? It's like under the ocean, but on top it's it's just smooth sailing, i mean look at this. Loose hits down 4.7 percent. Let's see if there's news on lucid huh, the spy is just running. Are the recover? Wait? Are the recovery stocks we're covering already or what uh where'd carnival go? Are people buying the dip on the recovery socks already uh yeah? That's literally, what's happening what oh, my gosh, that is weird look at carnival rotated down and then now it's recovering and now it's just miscellaneous stocks falling like lucid, let's figure out if uh there's an update on lucid all right.

Let's see here i'll sit lucid! No! No no news here i mean there was there was there's a piece in investor place about how they can't justify their 88 billion valuation, but i mean we know that. But beyond that um yeah, i don't really see uh. I don't really see a catalyst here on lucid moving. I who knows all right, hmm, so the crypto stocks are doing.

Fine nvidia is up a couple percent. Tesla is trying to stick around two percent, a firm up about three percent but uh. Otherwise, the the pain on on recovery stocks, which was getting worse, seems to be subsiding already and because of that, the s p is continuing to move to the upside. It's a really incredible what a u-turn on the recovery stocks that was so fast i mean sofi, is now doing better or is, is now doing worse rather than cheesecake and airbnb and marriott wow.

Okay, oh well! Uh! Oh i like the idea. Yeah we've looked into selling, puts on hood a lot. Uh hood's just been like a failure to launch, i mean uh. You know i bought a big bat or placed a big bed at 18, but it just keeps uh and a little bit above it as well and originally above it as well from ipo times.

But you know we, we got a bottom, but it has just been slow to to move, but so of a lot of the fintechs. If you look at the fintech space, it's not just hood. It's it's sofi is stuck in on the floor. Sofa stuck at the floor over here, you've got square, which is also stuck at the floor.

You've got paypal, which is stuck at the floor. I mean all the fintechs are just sitting in the toilet. That's all that's what you've got all right person who keeps spamming blend, uh, yeah blends up, one percent - i i see it uh yeah even pound. Here, it's a lot, a lot of pain on some of these uh upstart.

If i was gon na day trade. I'd probably day trade upstart i've just been watching this one u-turn off of the 128 and i've been, and i kept saying i was waiting for it to go under 130 and it did, but then i didn't buy it. That's still relatively close. To that i mean it's just 154.: it's not like it's that much over 130.

hey. What is that? What 10? No, i don't know, eighteen percent um, but still i mean compared to the insanity they had. I mean i don't expect it to go back to those same levels, but whatever all right, let's find some other news. Let's see what else is going on, let's see what else you know the christmas music's got to stop in my head.

It's it's over christmas is over now kind of sad means. All the holiday decorations are going to go away soon. Oh well, yeah, all right, so we talked about omacron. We talked about.

The travel talked about cancellations talked about dd uh. Oh biden does pick three uh members of the federal reserve board soon, and that could be a little bit of a tell as to whether or not he ends up uh picking people who are a little more dovish or hawkish. So that could be really interesting. All right someone, someone says tassels going down.

Take a quick look. Let's see, i mean not not any more wildly than that. Little run that we had there. I think what you almost had was.

Was institutions like? Oh, no all right. Recovery stocks are selling quick, go to tech and then all of a sudden recovery stocks started getting better and it's like. No, no. The pain and recovery is already over, get back to recovery yeah it.

It somewhat feels like that emotional. I honestly wouldn't be surprised if that's kind of exactly what happened game stops falling off a cliff by the way. Look at this at 140 right now, it's down seven percent uh sundial uh amc's, falling again amc down to 27 again uh lemonade 4.3 to the downside. Ouch just keeps getting hit here, uh, although the bottom was 40 for lemonade, so it could always bounce off that again see if it does hippo at 299, my goodness uh yeah there's shift technologies going down again.

Look at shift down another almost three percent spirit: airlines. Only down 2.7 delta 2.4 - this is the most tentative market. We've seen it quite a while arc innovation down one and a half percent toast was running started running last week. All right, let's see here, let's get to let's look at ft again and how are the indices doing broadly, let's see if that's up there, oh yeah they've they're, not as enthusiastic as they were at open.

That's for sure so, uh! You know you got uh dow jones up 0.27 s p at 0.5, nasdaq, 0.52 and russell's down 0.27. This is less enthusiastic than what we had at open. Somebody wants to know if i'm going to uh see the new spider-man. I already saw it and i did take a good like 45 minute nap during it and uh.

I still felt like it was really long. That's all i got ta say hedge funds. Okay, all right are we out of news. This is it sit? No news.

Omicron spread got it. Can you go back to talking about uh uh? Let's see we can go back to talking about uh masks like we did at the beginning. I'm probably not more. Black kids are suicidal.

That's not good! Hmm! All right! I'm i'm running out of things to look at here. No yeah fi. I think the biggest thing of 2022 is going to be who's going to be able to get the employees. That's going to be so big.

Oh look: how ironic, maybe not ironic, there's uh, there's that generac looking at them trying to sell their power cell on uh, oh right after right after that? Comes the chevron, commercial, okay or oh! No! This is the investing club, whatever all right anyway, so um yeah who's going to be able to get the jobs. That's going to be a big deal for 2022. anyway, uh bullish on crypto excited to see how crypto does uh i'm i'm i've been i've been adding over and over again ooh tesla's back up 2.4 now uh, but yeah. I uh i'll continue sending alerts for when i uh when i, when i do some more buying, i think i'm excited for 2022 on on crypto anyway.

Folks i got ta go i'll, see y'all on the next one and um yeah peace.