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Random Market Thoughts

I haven’t updated my blog in a while, so here are some random market thoughts (in no particular order): 1) This is a very strong, liquidity-driven market. We’re not that smart. I constantly remind my Educational Members that this is a rare time in history. I’m certainly not complaining about it. I’m just reminding people [...]

By |2022-06-30T12:55:44-04:00November 17th, 2021|

Weekend Video 11/13/21

Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 4:45 Stock Review – Mega Caps: TSLA, NFLX, CRM, AAPL, MSFT, AMZN, GOOGL, FB, ADBE, PYPL, SQ, SHOP, QQQ (ETF) 4) 9:25 Stock Review – Software: BILL, NET, U, SNOW, PANW, CRWD, ZS, OKTA, ASAN, [...]

By |2022-06-30T12:51:52-04:00November 13th, 2021|

MidWeek Video 11/10/21

Link for IBD Live trial: https://shop.investors.com/offer/splashresponsive.aspx?id=IBD-Live&src=A00459A&&refcode=JF_IBDLiveLinks Topics covered: 1) 0:00 Announcements 2) 0:55 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 3:00 Discussion on pullbacks (with examples) 4) 9:00 Discussion on selling into strength 5) 13:55 Stock Review – Mega Caps: TSLA, CRM, GOOGL, PYPL, QQQ (ETF) 6) 16:30 Stock [...]

By |2022-06-30T12:51:52-04:00November 10th, 2021|

Weekend Video 11/6/21

Some stats on the recent strength: https://twitter.com/jonathanharrier/status/1451915628072345602 https://twitter.com/jonathanharrier/status/1456654018927894528 Topics covered: 1) 0:00 Announcements 2) 4:10 Discussion on portfolio construction 3) 8:20 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 4) 13:00 Stock Review – Mega Caps: TSLA, NFLX, CRM, AAPL, MSFT, AMZN, GOOGL, FB, ADBE, PYPL, SQ, SHOP, QQQ (ETF) 5) [...]

By |2022-06-30T12:51:53-04:00November 6th, 2021|

MidWeek Video 11/3/21

Topics covered: 1) 0:00 Announcements 2) 0:25 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 11:00 Stock Review – Mega Caps: TSLA, MSFT, AAPL, GOOGL, QQQ (ETF) 4) 12:20 Stock Review – Software: BILL, DDOG, NET, CRWD, ZS, U, APPS 5) 16:10 Stock Review – Semiconductors: NVDA, AMD, ACLS, SMH [...]

By |2022-06-30T12:51:53-04:00November 3rd, 2021|

Weekend Video 10/30/21

Topics covered: 1) 0:00 Announcements 2) 0:20 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 11:10 Stock Review – Mega Caps: TSLA, NFLX, CRM, AAPL, MSFT, AMZN, GOOGL, FB, ADBE, PYPL, SQ, SHOP, QQQ (ETF) 4) 16:20 Stock Review – Software: BILL, DDOG, NET, PANW, ZS, CRWD, OKTA, ASAN, MDB, [...]

By |2022-06-30T12:47:03-04:00October 30th, 2021|

MidWeek Video 10/27/21

Topics covered: 1) 0:00 Announcements 2) 0:30 Market Commentary and Index Review (Nasdaq Composite, S&P 500, and Russell 2000) 3) 8:15 Stock Review – Mega Caps: TSLA, MSFT, CRM, NFLX, QQQ (ETF) 4) 10:35 Stock Review – Software: BILL, NET, U, ZS, CRWD, DDOG 5) 13:50 Stock Review – Semiconductors: NVDA, AMD, AMBA, BRKS, ACLS, [...]

By |2022-06-30T12:47:04-04:00October 27th, 2021|

Stock Spotlight: Unity Software (U)

Unity Software (Symbol: U) is the world’s leading platform for creating and operating real-time 3D content. On 10/18, there were buyers of nearly 2,000 May $145 calls for $21.60 to $22, over $3.8M. This follows buyers recently in the May $190 calls and February $130 calls. The November $170 calls were also bought 1745X in [...]

By |2022-06-30T12:47:04-04:00October 25th, 2021|
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