All things STOCKS

[VolAllen]

And now Baba calls look like they’re going to be a $9000 loss for me next week. All my Save call gains.....gone lol.

 

[Firebirdparts]

In Communist China, Market sets price on trader.

 

[Carp]

And now Baba calls look like they’re going to be a $9000 loss for me next week. All my Save call gains.....gone lol.

When do they expire?

 

[VolAllen]

When do they expire?

11/20

 

[BigOrangeMojo]

And now Baba calls look like they’re going to be a $9000 loss for me next week. All my Save call gains.....gone lol.

Fish Stick and Canned Tuna Tower?

 

[TheColdVolTruth]

Strong day to end a strong week. Let's have some more of these.

 

[TheColdVolTruth]

And now Baba calls look like they’re going to be a $9000 loss for me next week. All my Save call gains.....gone lol.

The Chinese never cease to amaze. To slap down Jack Ma like this because he is too wealthy and influential is ridiculous. I would think they would want him to grow BABA to be synonymous with AMZN, and they would give him all the support to do just that. Ant was going to be a monster. That's why I never sleep well holding Chinese tickers. Although I'm probably not the guy to listen to. I traded NIO for 10 or 12% last year and sold in single digits. It hit $50+ today.

 

[BigOrangeMojo]

Strong day to end a strong week. Let's have some more of these.

Yeah, I need more weeks like this. Hopefully Smokey gained some ground on you.....

 

[TheColdVolTruth]

Yeah, I need more weeks like this. Hopefully Smokey gained some ground on you.....

I hope so, too. That means Smokey had a hell of a week!

 

[BigOrangeMojo]

I hope so, too. That means Smokey had a hell of a week!

Up 23.07% so far in November

 

[TheColdVolTruth]

Up 23.07% so far in November

Very nice. You've more than doubled me. I'm up 11% MTD so far.

 

[BigOrangeMojo]

Very nice. You've more than doubled me. I'm up 11% MTD so far.

Most of that was Monday. I was very heavy in the recovery plays (SKT, SPG, MAR, CBRL, DRI, HLT, WYNN, LVS, EAT, BLMN) and I got huge pop with the vaccine news. I actually underperformed most of October and the election week run-up other than hitting some SQ calls.

 

[TheColdVolTruth]

Most of that was Monday. I was very heavy in the recovery plays (SKT, SPG, MAR, CBRL, DRI, HLT, WYNN, LVS, EAT, BLMN) and I got huge pop with the vaccine news. I actually underperformed most of October and the election week run-up other than hitting some SQ calls.

I underperformed October as well. I did get in PLTR. After having never taken a position in a stock that just listed, I bought into both RKT after the ipo and PLTR after the direct listing this year. I'm also in a speculative position that caught fire this week. I'll post when I exit. I don't like posting some of those due to the volatility. Those are all my exciting names right now without listing all the ho hum names in my portfolio.

 

[Carp]

11/20

Ouch. Hoping for a big rally for you next week.

 

[VolAllen]

Ouch. Hoping for a big rally for you next week.

I’ve also got SAVE $17.50 11/20 Puts, CHWY $65 11/20 Calls, and SAVE 12/18 $25 Calls

 

[bignewt]

11/20

You still are in good shape I'd say Baba moves a lot week to week.

I sold my draftkings Friday at $45 bought at $19 so nice profit I'll take looking to cash out of the market till next year.

 

[Thunder Good-Oil]

All of those post-COVID names had a trial run last week. CCL has pulled back nicely after popping. SAVE didn’t feel like it moved as much. They are giving a good clue with where the bottoms are, but with Biden’s camp suggesting a 4-6 week lock down, who knows? CCL had 2 positive events recently with Pfizer news AND going into the testing phase to go back online. I think I’ll wait for a little more pull back before trying another COVID trade. BA and Chevron had big rallies.

 

[VolAllen]

All of those post-COVID names had a trial run last week. CCL has pulled back nicely after popping. SAVE didn’t feel like it moved as much. They are giving a good clue with where the bottoms are, but with Biden’s camp suggesting a 4-6 week lock down, who knows? CCL had 2 positive events recently with Pfizer news AND going into the testing phase to go back online. I think I’ll wait for a little more pull back before trying another COVID trade. BA and Chevron had big rallies.

I actually bought PUTS on PLAY and did pretty well with those this week. I think I bought Tuesday and sold them Wednesday

 

[Carp]

I don't see how they can justify another lockdown with vaccines likely to start rolling by the end of the year. At the very least, there appears to more viable treatments getting approved, reducing the death toll further. We've learned so much about this virus since March. Would be a pretty awful way to start out a Presidency.

 

[TheColdVolTruth]

It seems like Biden's team is largely against a national lockdown from what I've read. One advisor offered an opinion to a media outlet with the 4-6 week idea, but claimed it wasn't a recommendation, nor did he advise Biden's team as such.

Biden COVID-19 adviser: We can get pandemic under control without another national lockdown

Atul Gawande, a member of President-elect Joe Biden's COVID-19 advisory board, on Sunday appeared to shoot down claims that the former vice president would order a national lockdown to stop the virus's spread.
"We are not in support of a nationwide lockdown and believe ... there simply isn't a scenario because we can get this under control," said Gawande on ABC's "This Week."

Biden public health advisers reject national 'lockdown'

It seems this is the guy that got everything spun up about a 4-6 week lockdown.

Biden Covid advisor says U.S. lockdown of 4 to 6 weeks could control pandemic

https://www.cnbc.com/2020/11/11/bid...-revive-economy.html?__source=androidappshare

From the article.

In an interview with NBC News on Thursday, Osterholm clarified his comments, saying “it was not a recommendation. I have never made this recommendation to Biden’s group. We’ve never talked about it.”

 

[Thunder Good-Oil]

A federal lockdown would be litigated immediately. Mayors and governors need to manage their own hot spots. Biden (and Trump) need to stay out of it and instead worry about the military operations of deploring vaccines and creating overflow hospital beds if needed.

 

[TheColdVolTruth]

A federal lockdown would be litigated immediately. Mayors and governors need to manage their own hot spots. Biden (and Trump) need to stay out of it and instead worry about the military operations of deploring vaccines and creating overflow hospital beds if needed.

Agreed. It would be litigated and shot down. There is no way either side could implement it, nor do they seem to want to.

 

[Thunder Good-Oil]

I don’t have TDS, but I think that Trump needs to drop the politics with the transition and especially the coordination of the initiatives to attack the virus. The NY governor and NYC mayor are idiots. Just give them the rope and let them hang themselves with it. The Ds screamed Russia, Russia, Russia for 4 years. There is plenty of time to raise questions about voter fraud. Trump doesn’t need to be front and center for the Rs.

I personally don’t want to see Biden removed. Because Kamala.

 

[Thunder Good-Oil]

Equities futures are up not quite a percent. Should be another choppy week. Lots of earnings releases.

 

[TheColdVolTruth]

Equities futures are up not quite a percent. Should be another choppy week. Lots of earnings releases.

The RCEP deal has Asia green right now. I'm curious how the markets respond to the impending P3 results from MRNA. PFE set the bar so high with 90% efficacy the market may view anything short of that as failure. If they meet or exceed the PFE results, how much of an improvement can it really be over a 90% efficacy? I guess the benefit would be faster production ramp with a double barrel approach, but I don't know what capacity MRNA has compared to behemoth PFE. I think there is more downside risk to their report, but I've been wrong before.