The melt up moonshot...
The market is incredible miss positioned for this bull run, this is actually worse then 2020 as Fund managers had an entire year of stacking short positions for the coming recession.
Things like ATH Credit Card Debt and FED rate hike BS was feed to the masses and they ate it up, meanwhile all of my businesses(and everyone I know who owns a business) have been making record month after record month revenues.
Yes CC debt is at an ATH and Yes people have pulled a record amount of equity out of their homes and guess where it landed? Not in Amazon junk, that was 2021. In 2022 in landed in our pockets, main street is booming!
Take a look at MMF's, where main street business owners hold their cash before they need it. Its at a record high.
Let me ask you something, you think its gonna stay in a MMF for .5% interest? Or will it go into the stock market and get a 2% a week return in the s&p 500? My guess, the stock market.....
My position:
MSTR
29 $900 Calls for 12/15
5 $350 Calls for 7/16 - These will be rolled at $600 to increase leverage for the big move higher.
The market is incredible miss positioned for this bull run, this is actually worse then 2020 as Fund managers had an entire year of stacking short positions for the coming recession.
Things like ATH Credit Card Debt and FED rate hike BS was feed to the masses and they ate it up, meanwhile all of my businesses(and everyone I know who owns a business) have been making record month after record month revenues.
Yes CC debt is at an ATH and Yes people have pulled a record amount of equity out of their homes and guess where it landed? Not in Amazon junk, that was 2021. In 2022 in landed in our pockets, main street is booming!
Take a look at MMF's, where main street business owners hold their cash before they need it. Its at a record high.
Let me ask you something, you think its gonna stay in a MMF for .5% interest? Or will it go into the stock market and get a 2% a week return in the s&p 500? My guess, the stock market.....
My position:
MSTR
29 $900 Calls for 12/15
5 $350 Calls for 7/16 - These will be rolled at $600 to increase leverage for the big move higher.
Comment:
Added an additonal 5 calls for 12/15
Comment:
Added additional 10 calls $270 for 5/16