Growgeneration Corp (GRWG)

[remember my name]

Housing baffles me . I see a top for sure .
I run the numbers and areas like Vegas
Have more new housing going up then people moving in
The area . All of a sudden millennials want a house , when did that start
or is it More of a investment property ?? Well house formation
Can shrink to help over supply but I just don’t think so .
500k extra people died in the last 2 years .
That means more houses to market …….

I hope oil hits 50$ again . 1000$ per month to heat my
Home . It’s simple math for oil . Supply and demand .
Demand will out strip supply this year . Biden just close A few
Pipelines this weekend . For some reason he loves high oil
Prices .

Airlines is still the big bet . I believe jet prices is still Manageable
For the airlines this year and next . All are hedged .
Dal profitable next month . Ual boarders will open
And Mandates will end in all countries by July .
Unless someone finds a new variant ?? Shocking !!

Cannabis stocks need the senate to pass a bill this year .
Disappointing sector . Right now I think Kathy woods
Is right . This is the biggest opportunity we have every seen
In stocks . It’s the Perfect storm to go down . But the longer it goes down the longer
It will go up . Money is building on the sidelines
Waiting to go in at some point .
I think it’s march .

Less tax implications this year but there will be some .
Choppy month and start to move out and up around mar , April .

This is such a pain trade . Soon we can buy every dip .