I got up last around 8:40 am, even though I woke up around 8:19 am. I spent an hour on my phone around 5 am. This is the problem. There is no reason for me to check my phone/internet/messages/other fun things at 5 AM!
I started doing a morning routine, stretching, doing golf swings (I should listen to Genghis Khan music!). This should be the routine every day, even with TT. Live by example!
War trade is being put on:
Up: defense related stocks (AVAV, BA, NOC, LMT, RCAT), Oil, Ag (NTR breaking out, MOS, CF (the cheapest)).
Down: Retail (LULU, DECK, CPRT?)
NTR is very interesting, chart wise, CF is the most attractive ag name.
Real estate:
- the electrician Eric has been great! He is fixing and accommodating me and my contractors inconsideration actions at Redington Shores
- Need to find a new plumber in Hudson for the permit!!! Time to beg:(, Started to ask people around: Chris, Ken, Jim, Mark. Chris hopefully!
- Eric mentioned something interesting: it would be difficult to take a loan out of the properties in the flood zone where the flood insurance may be required (expensive). Moving away from h2o?
Small experiment on trading. We shall see.
ASML has gone parabolic along with other semi-equipment makers. The top should be near.
INTU has gone down almost 15%. Dunno what is going on, but the valuation was high. The high flyers can just tank if the perceived growth slows down a little.
AXON, DUOL, were the examples.
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