Welcome back everyone to another market, open, live stream. Today we have a little bit of softness in the crypto market as uh. The stock market actually had its uh futures go from uh. What looked like? They were going to be pretty nasty red yesterday down about a third to a half to uh to essentially flat right now, let's take a peek at what's going on here and uh and let's try to make sense of it.

Today is the eve of cpi data coming out tomorrow, so take a look at this. We've got the dow futures here up: uh 0.05 percent s, p futures up 0.09 nasdaq up almost a quarter at 0.24. Now bonds are sitting unchanged at a 1.6 and uh oil sitting at uh, essentially unchanged at about 83.40 for brent, so uh. At the same time, oh look at that breaking imf cuts.

Global growth forecast, citing display is the supply. Disruptions looks like this just popped in here yeah, this just popped in about 60 seconds ago here this modest headline revision masks large downsides or downgrades for some countries, the international monetary fund, the lender of last resort for countries anyway uh. So we have seen a little bit of this drawdown in ethereum and cardano, while at the same time we've actually seen an increase in bitcoin, which is somewhat odd. I have to say, usually you would expect them to move a little bit more in tandem.

But it's not been what we've seen. In fact, if we just zoom out here on the day chart, we probably see it a little bit better it day. Chart gives us a little bit more of a softening of this, and so we see as of sort of the seventh and eighth, we get a little bit of this curvature curvature here to the downside for uh ethereum and uh for cardano really uh cardano's had a Little bit of a rougher ride. He in the sense of this moment here because of the alonso hard fork.

A lot of enthusiasm got packed in over here. So we're really going from these bottom levels to where we are now, but a btc here, uh bitcoin. It really has has taken off here, uh in in the last uh about 12 days here, uh from about 42 000 to almost 58 000 57 000, just over 57, 000 now and uh ethereum has not shared in that sort of same sort of run. So it's almost like we're disconnecting slightly uh from uh how they run and and how they align from each other uh, but anyway, yeah you're, seeing a clear kind of rotation of the downside here: ethereum cardano ethereum sitting at 3432, cardano 210 wall, ethereum sort of rotating To the upside, potentially because of cpi data and the manipulations that seem to come to the market with cpi data releases tomorrow we get a cpi data release, it's going to be big.

It is going to be the september data release that we've been waiting for now. It's worth noting that uh previous cpi days, we've seen bitcoin hit some highs and inflect down from there. So let's take a look at the calendar just to see it cpi calendar, let's jump in here all right here. You go.

Take a look at this. So, let's look at uh april 13th may 12th june 10 for giggles, so 13, 12 april 13, uh you'd literally time the peak of bitcoin on april 13th april or may 12th you'd be at an approximate second peak and uh june 10th and july 13th. Okay june 10 june 10., nothing particular here july uh. What do we have here july, 13th and august 11th july 13th.

You can't really say anything particular here august, going to august 10th yeah, it's weird. It was really only that april may reading where you actually saw a more consistent sort of catalyst on what happened. August. 11Th.

I don't know if this was an inflection to the upside august 11th, not really yeah. It was really only those two readings which is very interesting really only april 13th and may 12th for cpi data releases that actually timed with a with a solid bitcoin peak uh. Were these two dates here as uh inflection? We we really had heights in inflation and uh yeah, we'll we'll see what happens now, we'll see if uh with tomorrow we end up getting a crypto high and and could that potentially then end up being a uh, a formal high, or would it just potentially be The beginning, all right so uh all right. What else do we have so that gives us a little bit of a preview on crypto uh.

I am curious why uh we're seeing the potential uh uh spread there between ethereum and uh bitcoin, but we'll pay attention to it: uh uh on the stock front, here, camber energy down about 8.59, and that's really the loser today. It's just camber energy. Otherwise, here we barely have losers, i mean uh, you know facebook's down nine five percent hud, eight mining point: nine three american express point: seven eight, but these are. These are nominal losers.

Here i mean so far a quarter of a percent. Who cares robin hood point? One percent who cares big deal big deal, uh all right and let's see here, let's flip over to the green side, ocugen up 9.23. Today, let's take a quick look and see what bloomberg is indicating on ocugen, because that's a nice move on ocugen there, okay, ocugen! So uh individual company news for ocugen to see why this one's moving here uh we have oxygen. Let's see here, oxygen surges as kovacsin recommended for children, 2 to 18.

emergency use, authorization in india, ocugen rises as much as 23 in pre-market trading after an expert panel. In india recommended giving emergency euthanasia use authorization for the covenant vaccine covaxent for children between 2 and 18. The drug would continue to need further regulatory approval. Commercial supply agreement has been entered into for kovacson uh.

All right that helps us get a little bit of insight into the wild ride of occugen. Look at this redfin popping up 4.93. Today. I don't think on any particular news other than potentially being somewhat oversold compared to what we've had uh in the past, we've been in um we've been in sort of this, this downward trending dither for redfin since uh.

Let's take a look here since february. I believe yep yep, look at that since february we've really been collapsing down here it's worth noting that it really seems to hold this 4755 line pretty well, we've fallen below beneath that in august here briefly, but it really seems to hold this line. Well, uh no guarantees, obviously that it will in the future, but we tested that in may and a few times here recently three times within the last few months, uh and uh holding there seems to be pretty solid, whereas bouncing off of the 56 line also seems To be something that it's recently accomplished, so a little range bound here matter: port up three percent, just over twenty dollars and phase up again here, two point: three: two percent to 165 square back up: uh: 1.9 where'd it go there. We go 1.7, 236.

beachbody's. Actually up today, not a lot of movers today here hippo up 1.38, lucid 144 tesla tesla over 800 folks. Is it actually going to be able to hold over 800? Today, it's going to be very, very interesting. What's my percentage of btc ethan ada, it's about 20, 40, 40.

lemonade, 1.03 percent yeah relatively benign market today in in terms of uh stocks, let's uh, let's see if we can understand a little bit of uh of the crypto news, that's going on! Why, potentially, are we seeing this spread uh in uh, bitcoin and ethereum? I personally find it uh it to be somewhat curious, so um, let's, let's take a look here. Uh, the jp morgan, take, was kind of lame. It's not worth talking about and we'll do a little bit of searching here. Uh bitcoin, i mean, let's see what what what their crypto news suggests.

Uh. Let's see i mean okay bitcoin failed to pass 58k and started a downside correction. I mean i wouldn't really call sitting at 57 000, a downside, correction uh at this okay, whatever, after a minor decline, there we go remain supported above 56k good. Can we any rationale here or just straight ta? That's all they're giving us is a ta, that's it! Well, that's boring, it's quite boring.

Uh yeah! Well, we'll keep exploring end phase is ripping i hope. So. I love end phase yeah. Let's see here no other than crazy predictions by random folks, bitcoin expected to tumble or else nonsense.

Uh all right here we go two month low against bitcoin. Let's, let's see what uh coin telegraph thinks they always have pretty cool graphics, not that that's necessarily a. I bet you they're going to try to nft all their graphics in the future if they don't already ethereum's native token rallied by more than 15 of the first 12 days of october, but compared to bitcoin's 30 gains in the same period. The second largest crypto is currently in a downtrend when priced in btc.

So far in october, the exchange rate has pledged by 12 bitcoin dominance rises on etf hopes, more evidence for the eth. Btc weakness came from rising bitcoin dominance in the crypto market. You know i i find that surprising in detail the bitcoin dominance index, which measures the flagship, cryptocurrency capitalization against the rest of the market surge. Well sure as price goes up.

That makes sense expectations for an etf, but look if we had an etf, don't we think that a crypto etf would have bitcoin and ethereum in it. This doesn't make sense to me. I i just i just feel like uh, you would see you would see both doing well in the event of an etf, uh and, and probably also some of the other altcoins some of the larger ones, but uh, you know, that'd be some kind of crypto etf. Rather than just bitcoin etf uh, i mean, unless somebody just wanted, unless they, unless the etf literally just come from comprised of bitcoin.

But in that case you may as well just own bitcoin, ah or some accessory yeah all right. Let's see here, um very bullish for bitcoin, whatever, let's see etf blah blah blah blah blah subscribe uh, i i don't know, i'm i'm skeptical that this is solely a spread off etf news, but okay, maybe it is. Who knows who knows airbnb up uh 2.9. Nice 2.4, here on hippo all right well, we'll see how the day goes.

I do have this feeling that uh 2021 is potent we're going to look back at 2021, potentially and and think that 2021 was one of the best years to just keep, buying and buying and buying, because in many cases it's been this relatively flat market, just uh. Just look here, for example, watch tesla. Okay, just as an example, 2021 has not exactly been exceptional. 2021 started at what is this 769? Okay, then again it's at 790.

Now you know that's a little more than 10. It's not bad. It's just felt very volatile and flattish right. Let's do another one.

Let's do end phase so go to the beginning of the year you're at a close of 177., the market's end phase has been literally flat the entire year. It's just almost kind of like a load. The boat year, you know things like charge point and the chargers have been substantially down. Uh heavily consolidated this year, some of the crazier ev specs bad bad 21..

Look at the therapeutic companies crispr. I mean the darn things that a hundred dollars compared to where it started the year at uh. Where did we start the year somewhere around 162.? It's nuts uh talent. Here? Where did we start? The year? Talenteer started the year at 2411.? It's it's! It's down! Well, 2021 has been a you know, somewhat painful year for many stocks for buying huddle, but it could also potentially be uh that, in hindsight, could have been that opportunity and and potentially still is that opportunity to actually really build out positions.

You know take your your 2021 earnings just keep plowing plowing plowing uh, if you're optimistic, of course about the market, maybe you're, not though you know, maybe you think stagflation is going to take over in 2022 - is going to be horrible. I'm not so terribly worried. Uh certain - not not about not about that. Let's look at some of the yields.

Ten-Year treasuries ten-year all right. Let's see what we got here so 10-euro 1.6, no particular strong movement here to the upper downside. From yesterday we have so the 10-year break even is probably stable, but let's look 10-year break even okay tenure break even still rotating to the upside as of uh friday, but we haven't got new data on this. One.

I'd like to see a little bit more data here on uh, but then again when i can look at tips. This is the spread between the two 1080.. I don't know much about uh, the! Oh sorry, not uh. Let's see here negative point, nine one.

Five. One point six uh minus, like i said, actually plus point one: nine, five yeah, there's your there's, your spread uh and, as this goes down, the spread goes up and this has been actually somewhat falling. Well, this is within a day chart hold on you know. The month here, yeah, it actually did come down a little bit from the end of september interesting.

So these are treasury um. These are inflation protected securities treasury inflation protected securities. Huh deals gone more negative on this widening the spread. If you widen the spread, you actually increasing inflation expectations, but that could also be you as well yeah, because tips can go negative more and the tenure can go positive more that widens the spread.

Hmm yeah, it's not not enough of a movement on either of them. I think to really indicate anything: it's pretty nominal. Okay, fine, then nominal moves everywhere. Fine, so you know, let's do a a little look here and uh and just see what what looks cheap right.

What's what's left now i like to do this once every so often and uh it's, i think it's worth doing, because it's easy to forget prices and just gets get sort of your head stuck in percentage up percentage down. So, let's do a quick little explore all right, uh we'll grab the pre-market over here, throw it over here. So we've got airbnb 171.. It's it's over our ipo, but it's out of this beautiful channel that we've had here - and this is i like that.

I like to consider it the channel pain for airbnb and that channel pain really starts at about 139 and goes to about 129.. We visited that twice uh, so we're nowhere near there. Now, let's look at adobe, let's explore here. So adobe has uh.

Let's see started the year out around 500 bucks, let's say and right now we're sitting at 5.75, so you're still up about 15. Nowhere near the highs that you were of that 673, but uh, you know still nicely up for the year you've got. Google, google had a little bit of a a little pause. That's climbing back up, no, not a particularly screaming deal.

I don't think uh! You know apple here, uh started the year at somewhere around. What are we at 1? 30. It's at 142. Okay, it's about 10 ish alibaba.

Now here's an interesting one, uh alibaba straight down, essentially for the entire year. In fact, with alibaba we are now trading at 163. Alibaba is trading, look at that it went to 163 during the recession. How crazy is that in march of 2020, that's wild then, before that it hit a low of 121 or 129 wow.

It has not been at this level. Uh i mean it's well, i should say it's been at this level since 2017.. I mean here's one. If you're nervous about china, you've got to stay away if you're, not as nervous about china, this is a place to be now.

This has had incredible growth, this company 58 in 2018, 50, 2019, uh, 40, 20, 21, 40 and uh 27, expected for 22, 20, 18 and uh and potentially negative six percent going forward in 2025.. So a little bit of a potential bumpy ride there in terms of growth for baba, but uh evaluation-wise boy, oh boy, the thing is uh, it's just in the toilet, so baba's, definitely one that if you were looking for a value plate - and you were not afraid Of china, big key, that's the big key, if you're, not afraid of china evaluation-wise boy alibaba. Is this: that's a cheapie all right! Let's see what else we got amc 37 amd 105.. Still in a pretty incredibly elevated level.

I mean this traded. It 80 dollars sideways for most of the year and broke out here recently all right, um, a firm is obviously no particular deal right now. Uh then you've got the airlines 20 bucks for america, i mean the airlines and recoveries uh. I mean, i think, there's definitely upside once we get to the spring of next year, but i'm not sure exactly how excited i i personally am about recoveries right now, uh, with the exception of maybe disney beyond meat's an interesting one.

Personally, i think the uh pandemic was a little bit too good to be on meat and people stocked up like crazy, and that's really why this stock has look at this. It has been channel bound and it has broken below this channel since may of 2020.. If you've been sitting beyond meat since may of 2020, like nothing has happened. That's that's crazy! Uh.

If anything, it's it's been down. So, let's see bed bath, family bumble, camber, canadian, solar, canadian, solar, is interesting. Another one, that's very channel bound. We are below october of 2020 ranges uh for canadian solar.

You've got so i'm right now, one down and so far i wrote down baba and canadian solar yeah. Let's go a little faster, so we can get this done by the bell here. Cheesecake charge point charge points another interesting one uh, a very big focus, though, on commercial chargers, which uh is, is almost a style of investing in in recovery. Uh.

I'm gon na write that down chargepoint as almost a style of recovery like a back to the office right chipotle chipotle has been an amazing crusher of a stock. I personally wouldn't open up a large position at this point in it. Uh c3ai's just been devastated uh. Although they, they are a very complicated business to understand.

I keep trying dutch bros recent ipo here. Uh xdd dave and busters go a little faster here, docusign docusigns docusign's, interesting because we're finally rotating back down a little bit to kind of where we were at the end of last year, see look at this. We sat at 2 45 towards the end of last year, sitting at about 261, now so kind of also a nice bumpy 2021. Here, donk you as as a if you wanted another money losing company, it's an interesting one that and lemonade for money losing companies, and i always think you want to balance the amount of money losing companies you have with like profitable companies.

Uh you got ta make some money, you know uh etsy, expi, uh end phase. Obviously you know i've been very excited about end phase uh, certainly that one's worth writing down yeah. What else do we have here? Fisker gefo games? Gevo was a little too momentum based hippo is obviously inexpensive. I'm looking for some that we haven't been paying attention too much lately jp morgan.

I do wonder how try how they've been trading uh, pretty well, actually uh financials at jpm. It's not something i would buy, but uh in terms of something to diversify with it's, not it's, not horrible, a jpm's, an excellent company matterport's, just something you've got to own and hold did go down to about 1780. I was hoping it would go down to 1516.. I didn't get it down as much as that uh when it ran up to 24..

I was saying it's gon na go back down, just didn't go as far down as i thought it would, but it did go back down uh macy's for recovery. That has been the biggest player this year, not sure that i would open a position now in macy's. Moderna is fascinating, but also has just been on this insane run this year on booster talk, and i think that's getting taken away here with some of the the merc discussions nvidia another one with a split this year. These some of these top performers honestly are companies that i don't think are going to be top performers next year.

Uh, it's so they're they're. Not excuse me they're, not things, i'm heavily interested in uh. I like that uh. Finally, netflix is breaking out a little bit and most people think it's because of squid games and honestly i watched squid games for the first time yesterday and watched like three episodes like like three four and five.

I think it's good, it's very weird, but it's very good uh neo uh. You know again another one you just if you're, okay with the china risk, uh, obviously owlette's uh in the toilet, poshmark, i don't understand. I think the problem is with posh. You've really got a social trend that started evaporating here, which is unfortunate.

Pal tier is great. In my opinion. Peloton will be interesting to see if we get a run up in jan uh for the new year's res qualcomm after they lost literally just down after they lost the apple um uh, the apple uh phone contract, but there could be some value in qcom. I'm gon na write down qcom, it's a huge oops.

Sorry about that huge company, massive massive company. Okay, we got a minute left. Roblox is almost heading back to ipo, i'm going to write that one down as one to watch roblox and then we have shift technology. Obviously another cheapie here, uh starbucks, has has recovered very very nicely 30 seconds to the bell here.

Salesforce has finally started. Moving in this year, traded sideways at 220, forever ca, toast, tesla twilio, we'll take a peek at twilio and target here in just a sec uh. Maybe now yeah look at that: twilio mostly sideways this year. No real breakout here at twilio.

Let's go ahead and get the bell uh. 3. 000. I mean it ain't worthless.

It's got a price and i'm not you know, i'm not in the mike noble guy, where essentially he's saying the customer has the right to be foolish right. That's important. All right looks pretty green. Today.

Look at that! That's i'd say about an 80 yeah 75 percent, we'll go about 75 percent green uh, we'll take a look at how some of these stocks are opening up and then maybe we'll come back to the teas here and do a little bit of exploration, uh yeah! I haven't looked into mq, although i'm not super excited about looking at things, uh that are sort of a derivative of another. A i'd rather have a firm than something that may be in a background to a firm personally, that doesn't mean it's a bad company. It might just be a personality thing, so let's see how some things are opening up here and then we'll go back to t and and explore to see just sort of some relative evaluations here, a little bit of a red candlestick here on amc as we open Uh tesla's, looking like a big fat green here, we've got etsy going green lemonade kind of going slightly right here: trade desk. This is an interesting one.

Very volatile this year. Look at my two channels that i've drawn we're kind of heading towards a potential upside breakout. Maybe we'll see we're just breaking above the 20-day ema just now breaking above it, and we are trending to potentially break out over this uh. This trend line that we've drawn here, let's see uh.

What's what else is moving here in the morning? Oh, let's go a minute apple rotating to the downside. I wonder if that's an omen for the spy smp yeah a little red there on the downside on the open, airbnb, a little red as well square, not sure what it's doing. Matterport's red affirm a firm's going. Green again, gosh a firm is just one.

You just cannot stop uh unstoppable stock facebook, uh yeah facebook was the one leading red as well autodesk. This is one that, in my opinion, i've been extremely interested in uh and uh. I have not gotten to pull the trigger on it yet, but it's one that i'm heavily watching. So i'm gon na write this one down on this little side list that i've made i'm actually going to put an asterisk by autodesk as uh is one i've really really haven't built out, and i want to compare autodesk to uh qcom yeah yeah.

That's probably what i would do not that they're at all similar just in terms of like, if i may like, for example, i might ask myself like which of these would i rather add to my portfolio. Remember folks - and this is something that's very very easy to forget - there are three ways to invest in companies: fundamental analysis which i also teach in the stocks and psychology of money group with new lectures on fundamental analysis, ta and all the good stuff coming out in 12 days really cool, it's a free upgrade for everyone. Uh price goes up on the 29th. Coupon expires on the 29th price goes up, then ta.

So you have fundamental analysis, technical analysis, charting and uh social momentum. Some people call it social arbitrage. Some people just call it the meme stop movement, whatever those are your three ways to invest and you could use a combination of all three, sometimes uh. I wouldn't i i personally love to invest in things when all three of those align, where, like you're bottomed out on the technicals you're, solid on the fundamentals and the ta, is potentially uh suggesting uh a breakout and well in this show i may misalign the way.

I said that, but you've also got a potential social catalyst, but anyway uh. Let's, let's see how some other things are. Opening this morning, um zoom yeah zoom's been on an interesting kind of downtrend, but not a surprise. People keep asking me about zoom.

Like is it time to buy the dip on zoom? Personally, i think, there's just a really good chance that you still have people sitting in zoom that that are doing the recovery play as a delta hedge, not like a you know, like delta, like options hedge, but like a uh delta variant, hedge and i think that's Going to evaporate zoom stock uh ticker zm uh not to be confused with the other tickers, as people do eventually trade away from uh covet style plays uh. So, let's see here, zoom x, bang, x, bang all right, yeah, okay, wayfair wait for 1.71 to the upside. Here really think wayfair under this 138 line is pretty inexpensive right now, but we'll see, look at that win resorts finally made it back to 90 dollars so good job for win a lot of that chinese macau fear got built in to win bringing this down to 80., it's worth noting you're, seeing something similar happening with uh well, potentially neo, but certainly with um alibaba, that sort of rotation it. In my opinion, it potentially is also worth looking at some of these.

These uh mortgage plays uh. I mean look at a company like united wholesale mortgage company or rocket these companies have been absolutely devastated in their stock. I mean you are just at lows of lows. This, of course, was a spec rkt or rocket went public, but both of them on this.

The same sort of bleed out trajectory - and it almost makes you wonder if there's just like leftover value in some of these, i would really take an analysis on the potential impact for rate increases on these particular companies. You know, corsair some argue is another one of those just potential val plays. So if we write down value, i'm going to put a little v next to the ones that look like value uh, i would say united wholesale rocket, potentially alibaba. These are just heavily uh reduced, uh uh prices here, potentially uh coarse, hair of corsair and uh, we'll sort of keep an eye on some of these.

These maybe potential value plays so shout out. If you have some other ones, you have supply shortage stocks, certainly like mattel, you know hasbro, but these are not necessarily value plays. I wouldn't necessarily call end phase value play and phase is certainly a high growth play. Whirlpool has been fascinating at how it's really started rotating down, as as israeli people potentially got their new appliances.

Uh 2021 has just been a you know, uh, essentially now a net negative uh year for them mu. I don't know what mu is micron yeah. I just don't know anything about micron. I probably should, though i don't know, let's, let's do a quick little look, what it is: okay, micron micron! This is a canadian company.

No, because it's mu there we go. So, let's look at micron, keep in mind. If you did not have uh your opportunity to do so, yet this is your reminder to get one free stock with public go to medkevin.com public. You get a free stock, valued all the way up to 70 dollars.

They don't use payment for order flow and they won't sell. Your data go to medcabin.com public to get a free stock worth up to 70. So micron is uh. Let's see here, security description, what the heck is.

This thing is uh through its subsidiary manufacturers, market, dynamic, random access memory, chips, the chip play memory modules, flash memory, semiconductor components, cnbu is the largest segment accounting for 45 percent of its sales compute and networking business. Okay, i i don't know what that is. Nearly 70 of its revenue comes from dram and nand flash products idaho based 55 of its revenue from the us, the rest from taiwan, japan, oh so you've definitely got a supply constraint issue here, uh if uh 45 is coming from overseas and uh. Who knows that? That could also be a portion of what goes into the 55 percent they manufacture in idaho, uh wow you actually you're selling for barely 14 times earnings here you've got you had negative growth in 19 and 20..

I'd want to find out why they had negative growth but 29 for 2021, 18. 13, 2 going forward so slowing growth, certainly slowing growth, but yes, as a potential value bucket uh, that's not a that's, not an offensive one uh. That is not an offensive one at all. That's very interesting to me good one, okay and any others i like that one.

Actually, i would do more research on it uh, but uh, not bad yeah, microns uh. I had a little bit of pain. What's going on with the like the western digital and uh seagate, i feel like they pumped because of uh there's a certain crypto coin that was all about using hard drives uh to sort of like crowd, store stuff. I don't know what the door thing was called.

Uh, i don't know that we could call crispr a value play but uh western digital 2 eps, ah the thing's still selling for 26 27 times current, though you know, eps next year, could be as much as ten dollars holy moly. How? How are they gon na? How do they expect to go 20 percent and then 7 wait a sec interesting, very interesting? I i'm going to write it down because uh in terms of potential value play western digital is another one. That's quite interesting value, of course, just looking for potential low, multiple stocks, uh seagate technology, uh, it's interesting another one selling for 10 times: 20 22 uh. You know 14, 15 times 20.

21.. All right down. Uh stx is the uh ticker for seagate uh, att riot. Toast all right, let's see how some other things are moving here.

Let's take a look at uh now there should be enough time for the day to have really started. Solidifying here, dq chinese solar play again moving to the upside here very nice. Six point: eight seven. Five percent uh end phase wow end phase again, four point: five: eight percent, almost at 170, again, let's go wow end phase has been crushing it crushing crushing.

Oh look at a airbnb moving nicely too impressive sun power. The energy plays coming back. I'm very happy to see that built out some pretty large portfolios in energy. A lot of end phase so good to see that lemonade, 2.59 percent good to see lemonade, rotate back a little bit matterport again that three point: five percent good job charge point coming back up almost back up to twenty dollars very good and uh.

Let's take a look here: trade desk two point: three tesla's at 808.: wow wow. You can't really dance affirm, 1.71 again recovering from yesterday's madness towards the downside, shebe sitting at 2 900. So fines down a percent but had a massive gain. Yesterday, owlette is now under 4 dollars, uh i'll.

Let let's see if there's any news on it. I doubt there is uh, let's see here. No, no, no, no, no particular news since the uh fda, nonsense; okay, so fine docusign, docusign 258, but otherwise, not many losers. Here, let's go ahead and take a look at crypto.

I've been uh head stuck in in stocks here for a little bit. Let's go take an exploratory peak here, so uh looks to me, like cardano, recovered a little bit and so did ethereum yeah. Both of these recovered a little bit bitcoin uh - i had a nice little pump of about 300 here, just in about the last 20 minutes and cardano 2.14. Very nice, okay, uh.

Let me do this. I want to take a peek over here at uh. Let's see, let's, i want to see how the pricing looks for some puts on these guys sold puts. So if i go out 38 66 five, let's see here, there's there's no way the pricing is gon na, be any good on this yeah no you're, not gon na, be able to sell a put for 250 you'd have to go to five uh.

You don't have a lot of options. Choice here, unfortunately looks like you get some no yeah. You barely get choice because it's four dollars so at five dollars, you're, basically going to get executed on an assault put. So what? If you went out a little bit, you went to five 85 cents.

It's not even that good, oh wait hold on sell. Put there. We go buck 80 buck 80. To get you out to march divided by five.

They can see about 80 cents under where you are now uh. You can't really go with 36 percent, though, because you're already upside down by a buck, so you're really only point eight yeah, sixteen percent uh, i don't know they're, that's actually not that great. A pricing on puts uh is selling, puts just not that juicy right now. Hmm, that's interesting, yeah you'd be almost better off buying like 2.50 calls.

How much are these gon na cost to you that'll bring you. This brings you to about five bucks. What's a five dollar brings you about 590.. 80.

yeah. I can't really go long on these guys uh all this. Oh look at this, though buying a call from march puts you at that'll, put you about four dollars and 55 cents about a 55 cent premium over where it says right now, yeah or just hold the shares same thing with hippo sort of on a similar trajectory. Here: uh, okay, so uh, let's uh! Let's go ahead and explore a little bit of news, see what uh, what the mainstream is saying.

All right, imf, trims, uh, testimonials, yeah, absolutely go to medkkevin.com chat. You could join uh discord and there's a feedback and test section. Testimonials is the market falling a little? Let's look at spy. Let's see how the spy's doing oh yeah.

Look at that. What a weirdo drop! What happened? That's sudden uh is it? Is it because of the imf? Let's see here, imf, you messing up people's place here. All right the imf expressed concern. The global economic recovery has lost momentum and become increasingly divided, even as it's stuck by its perception for a robust rebound from the copen 19 recession.

The wassey washington-based lender now expects output to expand at five point nine percent worldwide. This year down point one percent from what it anticipated in july and a bounce from the three point: one percent contraction. In 2020, the fund warned threats to growth, had increased, pointing to the delta variants, applied chains and accelerating inflation and rising costs for few food and fuel overall risks to the economic prospects have increased and policy trade-offs have become more complex. The dangerous divergence in economic prospects across countries remains a concern, but that could be a reference to slower growth in certain developing countries versus potentially strong growth in countries like well, the united states or the united kingdom, where you have potentially higher vaccine rates.

This is not me trying to force a vaccine on anyone. It's just me saying: higher vaccine rate countries seem to be developing a little faster right now or growing faster, but anyway uh. Let's see here, forecasts for uk germany, canada were all cut this year, but lifted for 2022. Low-Income countries were tripled or i'm sorry we're tipped to advance just three percent this year, slicing 0.9 from july china will grow at an eight percent.

This year. Five point: six percent: next, both a slight decline gpa okay. So these are just projections: inflation forecasts, headline inflation will likely return to pre-pandemic levels by mid-2022, 3.5 percent expected in the u.s 2-6 in canada, france, 1-6, germany, 1-5, china, 1.8. That's not a lot of inflation! For china, where you're really look at where you're really seeing the inflation, venezuela, sudan, ethiopia, zambia, turkey and iran uh, and then it doesn't look like we have data for uh afghanistan, it's interesting how they kind of left them out it's kind of like uh.

Well, we don't have a government here, so we're not going to project any inflation here. It's quite quite interesting. Um, iceland, 3.1 anyway in financial markets. The imf said that quote, stretched asset valuations meant investor sentiment could rapidly shift by adverse news on a pandemic or policy.

Well, that's a good point. They're gon na be a whole lot of weenie baby paper, handers uh yeah, my eye is itchy as meeting of international governments on fighting climate change nears at the end of the month fund said stronger. Concrete commitments are needed. Okay, this is about climate change, all right, all right, very interesting stocks retreat as traders weigh inflation risks.

This is like the story of 2021 that just literally makes you want to keep buying, buying, buying, buying, see and then, of course, that's what the market's doing smp falls a little by by by by it's just like over and over and over again just buying the Data buying the dip end face 5 at 1.69 right now or 169, rather very good rotating to the downside, uh, still the boring, hippo and owlette the ones that won't move, but it's okay, dutch bros down 2.27 whoa, a firm inflected to the downside. The firm was positive. 1.7. Now it's down 1.7 robin hood down about point eight.

So far, half that's not a big deal, no massive opportunities. Let's go back really quick. We were doing our list of uh stock names. We ended at about t it's just worth doing a little bit of an exploratory here again tesla now 109, by the way wow trade desk, definitely not a a value play but uh looking at it uh from the point of view of the year, oh yeah, we Already looked at this with our channels: let's go write it down kind of like an autodesk, in my opinion, not not in like the service they provide, but the way i would look at them.

Uh cloudflare, it's another one, but it's just it's just ripped i'd, be it'd, be hard for me to really start a position on some of these amazing winners of the year uh. If i didn't already have one uh but then again, if i already had a position, i probably wouldn't add ubiquity kind of stuck here. Uh, let's see here, we started the year at uh. Never mind started the year somewhere around 272..

That's up about 10 biquity. I think has some potential uh up work: let's take a peek here at upwork, uh, upwork yeah. It's it's also up nicely for the year we've had some lower opportunities on upwork. We might have that again.

Paypal feels like it's been relatively sideways. Lululemon done pretty dang. Well, here honest co: it's another one of those just plummeted, uh, but a little pricey and and slowing growth. So, let's see tell ray uber staying away from the ride, shares virgin galactic 23 weber, walgreens whirlpool appliances, wayfair workhorse, disney yeah.

I mean we already looked at some of these okay. Now, i'm pretty pretty happy with with what we looked at. What we explored uh is bouncing. Let's take a look at that and uh.

I wouldn't know if it's bouncing that's kind of rotating back down here in the last minute or two here, shopify how shopping shopify. Oh shopify has been fine. What about? Let's see here, let's see btc really quick, btc how's. It been okay same thing, the sort of last couple minutes here a little bit of a drawdown all right.

Let's uh: let's go back to some other news here, see what else we can learn all right financial times, u.s oil benchmark hits another 70-year high southwest flight delays drag on into fourth day movement over taiwan is getting closer, u.s coveted cases drop 22 percent gas shortages. Why do i feel like this is almost the same headline story set that we saw yesterday because not terribly much uh news has occurred. U.S stocks opened little changed amid energy and inflation concerns house set to temporarily raise the debt limit. Chinese property developers report shop, drops industry, yeah no kidding yeah, it's gon na be an issue here i mean if anything this is.

This is your news over here: it's uh grand style, trump close to a deal to sell marky washington hotel all right, not necessarily going to read through this now we'll keep that up a little keep an eye on that all right. So what else mgm all of a sudden uh running about seven point: seven percent! That's it very nice! I wonder if there's particular news here on mgm mgm, individual co, news credit suisse, upgrade very nice outperform from neutral, saying markets, not giving it credit for its uh. Recent transactions, the analyst likes, the casino operator price target, doubled, wow wow, that's good news for uh mgm, and it's already been doing very, very well airbnb, just get upgraded too, not that they need an upgrade right now talked about ocugen and kovacsin in india, solar edge, Sun powers really you've got this wonderful energy move right now, which makes sense with oil hitting these highs right now, airbnb sitting at four percent charge points up slightly sitting around flat. Three percent of lucid lemonade, 269 tesla sitting at that 807 broke through eight.

Finally, matterport. Actually softening a little bit giving up some of that three percent that it had and uh downsides, been relatively the same, a firm trying to recover now: okay, wow well other than the imf news. Here, i uh. I don't think that we really have this substantial amount of news today and uh we'll do some exploring on uh evergrand.

Maybe do a video on this a little later, but uh beyond that. Hey and i'd say, make sure to get your free stock with public. By going to mckevin.com public check out the programs down below tons of new lectures on options and analysis for stocks coming out on the 24th of october and uh and the price will be going up on the 29th so take advantage of that coupon code. Uh may as well and uh folks, hey thanks! So much we'll see you in the next one.

Alright, thanks for being here, bye.