I ramble on quite a bit with EU political issues which should drive energy (both oil and specifically nat gas) up. I also ramble on about how the Nasdaq is down further than the Dow and S&P so the Nasdaq over the last month has been the one bouncing up. Some stocks I like now $SNAP - earnings tonight $PINS - private equity getting involved $META $QCOM - wow this has taken off from $124 where I didn't think it would stay $TSLA - my pivot on this remains $700 - it's running today and I sold 1/2 my lot a few weeks ago at $750, but I think it's going back under $700 soon. $UNH - buy under $500 - it'll go under that $COST - it's been quite a run - I like this stock because the consumer is not weak $M - I like this one still $FCX - looks weak, but could it turn around if copper rises? $SHOP - earnings are coming up - it's run 10% $NEM $TDOC - I go over these for the listener Willy who left me a voice message on Anchor. $FDX - I like it as a turn around, but I think there are more exciting places to put your money $AA - beat on earnings $CCL - $1B stock offering - diluting shares - never good and other travel stocks will suffer $UAL - weak guidance on crappy service which they said will continue. $AAL said the same exact things - travel stocks are down $CLF - I still like this one - earnings are coming out later $DVN $OXY $FANG $CVX $XOM $MPLX - I still like energy on it's weakness - supply is just not going to increase $T - beat on earnings, but weak guidance - stock going WAY down. $VZ earnings tomorrow - may be an opportunity and I like Verizon more than ATT. CROSS UPS: $GOOG $GOOGL $ARKG $DDOG $OKTA Continue to trade $SQQQ $TQQQ $BOIL $KOLD $UCO $SCO $SPXU

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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