Cu through its time to risk less and make more options action starts right now. We start with a news alert. 13fs are hitting lets get to leslie with some of the details. Leslie hey, melissa, thats right. 13 app deadline is not until monday but weve seen a couple of notes hit the third point filing is out. Dan lopes made interesting moves in the tech world, notably increasing his exposures to some chinese ecommerce plays alibaba, upping that stake by about 26 , worth about 742 million at the end of the third quarter. J. D. Com, upping that stake by 37 to about 345 million at the end of the quarter in kind of the faang space, increased his space on facebook while keeping in kind of other u. S. Tech world, keeping his stakes in microsoft and pinterest at the same level. He also took stakes in two ipos. Palantir he bought for 21 million and goodrx worth 27 million. As with all of these 13 f filings, the stakes and values are as of the end of the quarter, the end of september and may have c
Atomic number of 29. Tony zhang has a play that will cu through its time to risk less and make more options action starts right now. We start with a news alert. Lets get to leslie with some of the details. Thats right. 13 app deadline is not until monday but weve seen a couple of notes hit the third point filing is out. He made interesting moves in the tech world increasing his exposures to some chinese ecommerce plays alibaba, upping that stake by about 26 , worth about 742 million at the end of the third quarter. J. D. Com, upping that stake by 37 to about 345 million at the end of the quarter in kind of the faang spaice, increased his space on facebook while keeping in kind of other u. S. Tech world, keeping his stakes in microsoft and pinterest at the same level. He also took stakes in two ipos palantir he bought for 21 million and goodrx worth 27 million. As with all of these 13 f filings, the stakes and values are as of the end of the quarter, the end of september and may have ch
Plus, what could be more fun than insurance seriously. This is an interesting situation. Its captivating when captain coe explains how options action starts right now. U. S. Markets rallied for a strong week, but the start master and mike sa there is value to be found across the pacific what are you looking at in japan . Before we get to the charts, what we know is yeartodate, the nikkei is virtually unchanged. The s p is up 8 . First, taiwan versus korea so instead of using the Taiwan Stock Exchange index or the kospi, were using the ewt for taiwan and ewy for korea they are literally neck and neck. Its a perfect set of parallel lines. Now, add in japan, ewz, the i shares for japan. Here you see the divergence. If i were to include the spy, it would look identical which is to say these are all in dollars so we have adjusted out for the currency that comparative chart is the opportunity, japan lagging. And so take a look now at the individual i shares thems seelv. First ewt. Ive circle
Headwinds for the consumer and continued layoffs and Economic Uncertainty and the lack of additional stimulus from congress so can this consumer remain resilient. Pete, throw anything at the consumer and it seems like he or she will continue to spend it does seem that way its amazing mel by the way, its good to see you. When you break it down its about a couple of Different Things and stimulus is out there and by the time they get into two or just after the elections i think well start toy so more stimulus if we dont see it sooner than that, that will help, but anybody thats got ecommerce exposure and they have it on the Positive Side like target, like walmart and home depot, lowes and so many others and they have the digital side and retail is doing very, very well. If they dont, then many of those are definitely struggling and i dont know how many of those will survive and you have to have the ecommerce arm if you want to compete in this environment. Curbside pickup doesnt cut it for
Combine to explain how and why this could be the season to sow a plan around adm. Its time to risk less and make more options action starts right now. Lets jump right in. Another huge slate of earnings coming up this coming week including tech titans facebook, amazon, apple, microsoft, and. Take it away. It was a big week in terms of earnings, but there is sark. The five biggest names are all reporting on the same calendar week now, the daily goes back, of course, to facebooks ipo, but if you were to look at the three other times when this has happened, apple, microsoft, amazon, google, and facebook, all reporting in the same week, its been a down event in any event, lets look at the table and the chart of qqq what we know, of course, the market itself is so dependent on tech and or growth look at the first bullet point that i have for you. Basically when tech is down, the s p itself is down 80 of the time look at the second bullet point. When the s p 500 growth index picks up now were