I ramble on quite a bit with EU political issues which should drive energy (both oil and specifically nat gas) up. 

I also ramble on about how the Nasdaq is down further than the Dow and S&P so the Nasdaq over the last month has been the one bouncing up. 

Some stocks I like now

$PINS - private equity getting involved

$META

$QCOM - wow this has taken off from $124 where I didn't think it would stay 

$TSLA - my pivot on this remains $700 - it's running today and I sold 1/2 my lot a few weeks ago at $750, but I think it's going back under $700 soon. 

$UNH - buy under $500 - it'll go under that

$COST - it's been quite a run - I like this stock because the consumer is not weak

$M - I like this one still

$FCX - looks weak, but could it turn around if copper rises? 

$SHOP - earnings are coming up - it's run 10% 

$NEM $TDOC - I go over these for the listener Willy who left me a voice message on Anchor. 

$FDX - I like it as a turn around, but I think there are more exciting places to put your money

$AA - beat on earnings

$CCL - $1B stock offering - diluting shares - never good and other travel stocks will suffer

$UAL - weak guidance on crappy service which they said will continue. $AAL said the same exact things - travel stocks are down 

$CLF - I still like this one - earnings are coming out later

$DVN $OXY $FANG $CVX $XOM $MPLX - I still like energy on it's weakness - supply is just not going to increase

$T - beat on earnings, but weak guidance - stock going WAY down. $VZ earnings tomorrow - may be an opportunity and I like Verizon more than ATT. 

CROSS UPS:

$GOOG $GOOGL 

$ARKG

$DDOG

$OKTA

Continue to trade $SQQQ $TQQQ $BOIL $KOLD $UCO $SCO $SPXU