Housing baffles me . INTEREST RATE DRIVEN (other than demand) 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 . $65.00 1000$ per month to heat my
Home . It’s simple math for oil . Supply and demand .
Demand will out strip supply this year . OPEC OPEN OR CLOSE SPIGOT Biden just close A few
Pipelines this weekend . For some reason he loves high oil
Prices .
Airlines is still the big bet . CRUDE GOES DOWN, AIRLINES GO UP. BE READY. i SHOULD GO LONG AIRLINES, JETS, WHEN I SHORT OIL 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 . I LIKE THE BANKING THC SPAC 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. LOOK AT GOOGLE IF 20 FOR 1 TODAY ... AND THEN BUY
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 .
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