GBA Presents: House of Gummy-!

In terms of large HF buys those three ideas are my most likely buys-- I have been thinking about these names for a while.

For now we have to sit back and listen to all these idiots. I take you back to when everyone was scared and inflation was 7%-9% & we made our legendary bottom call for the market a week before it bottomed last Oct.. I said over and over Inflation would go down to 3%-4% and get stuck.

I submitted four articles that you may of read in other newspapers and magazines ( I ghost write) that essentially had the headline "4% is the new 2% ". I said it many times here at ET.

You can't have a new society flying high on AI and not have A) Higher than norm PE's.. Check.

and higher than normal inflation!!! Deal with it you idiots.. stop buying stuff!

Food costs have gotten so high here in NYC that we have to cut back on Doordash sorry! We make the damn food ourselves for cents on the dollar...

JUST DEAL WITH IT and leave the economy alone... geese! Dummies.

The very worst mistake that could completely sink this market into despair and tragedy is for history to repeat itself: For the fed to lower rates and lose control of inflation (Volker) ... were they to lower rates and we shot up to 6% we would all lose a fortune.

That can't happen> so better safe than sorry, we have been saying June is the first cut becuse that times them out dot plot wise to be always making a rate decision with the most information and we have been thinking this is not something you can do close to the election, so why not a cut or two now and hold?... if they want to push back the cuts a month or two -- really that's great news for stocks right? The promise of a cut always out there is much better than the cut itself...

and now we reveal the set up of why you sell a bunch of stocks at the first rate cut.~si
 
Janney starts First Solar at Buy with $236 fair value estimate » 08:20 FSLR

Solar is such a frustrating sector. Up in Ct on the local news they said New England set a record for so and so amount of solar usage- it was a large number over 50% I believe- and this was due primarily to rooftop installations.

If Oil stays high we may witness two things:

A) Solar stocks pick up quick...

B) EV plays start looking relevant again.

On the car side we are at a saturation point where early adopters have bought and the rest of us don't care. Now if these early adopters get rewarded with $100 oil and they start crowing about how much money they are saving, that could lead to a secod wave of EV sales and all that comes with that.

Word of mouth can drive solar panel sales as well.. hey it works!

Currently I have zero EV stocks. and only one or two solar plays.

One could argue a future portfolio for the 5 years out should have materially more of both!
 
I need a new computer. Mac to get AI chips from Apple I guess I'll wait for that..

or I'm just getting the largest laptop available.. I prefer a monitor... but I don't want to have to pay $4K/
 
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