What’s the holiday shopping season going to be like? Are we pulling holiday shopping demand forward?
Is the holiday season already priced in to the retail sector?
More thoughts on how to play the Metaverse
Dave gives updates on $RIOT
Most Youtube traders are the equivalent of modern day “Ms. Cleos”.
Perverse incentives provided by the federal reserve’s morgtage backed security buying program
Side note: Before you listen and ask me “Isn’t it better if you’re a home owner to have higher home values because of the Federal Reserve?” I have to ask you, what are you going to do? Sell your house and buy another one in this environment??? And what about those who can’t buy houses at these prices? Now you’re forcing them to rent, driving rent on not only houses but apartments higher as well, because now the demand for those becomes artificially high.
Now that I’m off of my soapbox…back to the show notes….
We cover the winners if rates start to rise.
We also cover the losers.
Stay away from utilities.
Keep buying Berkshire, and I call Alleghany Corporation a buy ($Y)
What buying opportunities might be created by a rising rate environment?
Tickers mentioned: $TTWO, $ATVI, $FB, $RIOT, $Y, $BRK.B, $BRK.A, $AAPL, $MSFT
Link to article mentioned in the show: https://chinchillapicking.com/how-to-grade-a-potential
