$UNH

$QCOM

$GOOG

$META

$AAPL

$AMZN

$XOM

$CVX

$Pxd

$TSLA

$RIO

$NVDA

$BOIL

$UCO

$LNG - $crk $vet may be better

$COST

NFL announced they launched NFL plus - but Goodell has said SUnday ticket is moving to an app service and apple is the leader - this will mark the end of linear TV service.

$UPRO

$SPXU

$TQQQ

$SARK

$IWM from Trendspider is trending on the 50day EMA - IWM is a small cap ETF

$Wmt way down after hours dragging down target kohls and amazon with it. Walmart said it now anticipates adjusted earnings per share for the second quarter and full year to decline around 8% to 9% and 11% to 13%, respectively. It had previously expected them to be flat to up slightly for the second quarter and to drop by 1% for the full year.

Walmart stock drop is most in 1 day in over 20 years

inflation is causing shoppers to spend more on necessities like food and less on items like clothing and electronics

This may be an opportunity to buy quality retailers on the dip like $cost $m and imo $TGT may be a buy because it might be a Walmart problem …target may have already been through this

$Tslq - should have mentioned yesterday when it was up so much

Oil up 2% again

Russia is going to slow nat gas flow to 20% …. That’s a 50% drop so Putin is def going to shut this off before winter

Dutch contracts on future are $53 per mega watt and we are paying $8

Fed kicks off meeting today and tomorrow is their decision

John Oliver show is a master class on inflation

Politically the big story is the White House is trying to change the definition of a recession … they are trying to say there’s not one because the consumer thinking there’s a recession could make the last leg fall which would drive us in to a recession with people just thinking we may be in or will have one

$Fcx up again

Redfin report says 32% want to move to cities

Top picks Miami Tampa Phoenix Sacramento Las Vegas Cape Coral San Diego

Energy is going to be big because of air conditioning because all these cities are hot

$Gs is still up … you should have made your 10% on this

$Gm misses earnings rather big … this is a company that can’t do things right at all - chip shortage and China lockdowns are what they blame … they pre announced this a few weeks ago - profit margin was 8% vs 10% last year

$Gm is saying their guidance is the same … so no take down of targets or ev estimates. 1 million ev sales in 2025

Only reason to own the stock is for cruise self driving division

$Ups beats big - confirms guidance and increases share repurchase - they are bettering the operations of thr business

$V tonight might be interesting for the economy

$Msft and $GOOG tonight … I like both for long term

$Ge better earnings than expected and down big to start and then it came back

$Rdbx has taken off again

$Revb is crashing

$Siga - monkeypx is big

$Govx is also up big

$Drv - shorting real estate

$KO beats earnings and things are positive

Sell $Oxy over $60

SCANS

$KO

$UNH

$AMGN

$PFE

$KDP - right before earnings