Hello Friend
A world pushed to the brink of chaos, dismay, and greed.
We are nearing the Beginning of the End......., the End of Globalization??,
if I may say.
Everything that was in reach, that right on time logistical chain supply mechanism, has been shown for the illusion that we created.
Supply side economics became the Demand side economy over-nite. As the CoVid-19 virus adds to the distancing of People, States, Countries, Governments and Politics we will move to a New Era of Individualism.
Reliance of Others, will become the reliance of Self. Self sufficiency for food, health, work and security will grow outward as the illusion of control falls from the glass ceilings of the ivory towers, that the masses were enslaved under.
Rise up People of the World, the Age of Reason is once again upon us, Upload to the masses for their consumption.
We accomplished some of the objectives handed to us. Early February we sold a high majority of our holdings, played some the cards given and picked up others to hold a solid hand in this poker match.
Bought: ▲-making $$$, ▼-losing $$$
VIIX(added) Volatility index▲, STX(added) Seagate Technology storage drives▲,
AHPI Applied Healthcare medical products ▲, KRMD Medical systems ▲ , LH Labcorp diagnostics▲,
DGX Quest Diagnostics▲, TNK(added) Tanker Shipping ▲, CODX medical diagnostics ▲ and REKR(added) license plate reader▲
Shorts:
RCL Royal cruise ▲, PLNT Planet fitness▲, USPH(tough baby) Physical therapy▼,
TSLA (squeezed)car manufacturer▼, UBER car ride service▲, LYFT car ride service▲,W(tough baby/boycott) online furniture▼, XLE Energy fund ▲, DNK China RE fund▲,
KORU South Korea fund ▲, IYT Transportation fund ▲, JETS Global Jet fund ▲,XTN S&P Transport Fund ▲, KBWR (adding more)Regional Bank Fund ▲, KRE (adding more)Regional Bank Fund ▲
Coming Additions
ZG - Zillow Shorts due to busted home buying strategy
RDFN (not added yet to cash flow/ shorts being squeeze)- Redfin shorts due to busted home buying strategy
BKCC (waiting on a major meeting)- Overseer of Bail Outs
FMCC (adding very soon )- Freddie Mac, Fannie Mae on the look out as banking is stressed.
Update 04/18/2020
Elon Musk and cohorts busted up short sellers (me too= -$1.5k)
but I and others know time is on our side. As the earnings season IMPLODES
upon us we will see the REMNANTS of the debris.
Elon Musks's companies have had failed space rocket missions, exploding batteries, factory closings, product inconsistencies and
lastly an inflated STOCK PRICE, based on ???? , what, please let me know, please. I love watching on Youtube Rich Rebuilds ( https://www.youtube.com/channel/UCfV0_wbjG8KJADuZT2ct4SA ).
Carefully watching dividend/bond/treasury funds DHY, PEY, DHF, WIW, WIA
The Destination is You
