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7/19 Thread (General):

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Ugly start to futures but night is still young. Its going to be interesting these next 2 weeks with big tech earnings and covid popping back up.

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Three narratives: 1) COVID 2) Uncertainty on OPEC production 3) Its had a big run and need to correct/consolidate

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Yeah. My portfolio was ok outside of the BA/BABA combo. My ACN, ZM, and TSLA puts paid off decently. I wish I had extended my expiring CCs last Friday to this Monday.

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Maybe… Are you a Mucker or Darius acolyte?

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Markets about to tank

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Spy touching its 50sma. That’s been a buying opp for the past 6 months

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Wish I did buy those options for the end of day push. Nice call

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Weird to see market blood red but my portfolio isnt getting killed. Been the opposite for me

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Anybody buying or still waiting for market to fall ?

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May try to swing trade a five nine call

Any experts understand what % correction we are looking at?

Subscribe to my newsletter to find out!

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Accumulating some more Apple shares today

Look out belowww

Leggo bears! Nah seriously I have vix 23c expiring tomorrow so let’s keep the momentum to the downside

I did sell some of them for a small profit on Friday and much more today. Just rolling the remainder in case there is a downward trend.

Dang... I called this and I still wasn't prepared. SMH. Sold out of VIX too early and didn't take enough of my positions off.

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I added some overnight swings tonight in Apple, TQQQ and SOXL. If the new Delta variant is the true spark of today's selling, I imagine money will continue to flow into strong tech names. I also added GUSH for a bounce in oil. I did a bear spread on NVDA for the split. Especially on a 3% up move into massive selling, seems like a pretty good r/r.

I've been in the same boat the last 2 months. Overall portfolio has declined while I've had some solid winners, and thats largely due to some of my stock swings that have been bleeding out. Typically my best winners are a very small portion of my portfolio, but I am working on increasing that to have more weight

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Additional Posts

Is there a good case interview prep app or site people have used?

Hi all, anybody here working at Apple? Would love to hear about what you do, culture, WLB, TC etc - especially if you are in MarCom!

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What salary would MCKinsey give an eh BA? 3 years work ex but still call for an analyst role - would 120k be pushing it? For reference I make 100k at Deloitte at C1

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I’m trying very hard to break into tech within marketing sector. Can anyone help and direct me to the right next steps? I started finishing up couple books about product, and applying to jobs for a year now

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Is it normal for companies to schedule more rounds of interviews with you after the on-site?

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I’m planning on asking for a raise for the first time in my career and I want to list out my accomplishments but I don’t want to seem cocky about it. (cont’d)

Any one who has done CSCP certification and can help guide through the exam preparation ?? Does it help when applying to MBB??

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New to public (industry transfer). I joined a small firm growing a FDD practice. How hard will it be to move into MM or B4 and how long should I wait?

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Any insight on what an Accenture strategy case study interview for T&O is like? Is it typical MBB style or something else? (London, experienced hire). Would it be different to the M&A team for example?

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MBB interview tomorrow. I’ve been studying hard for the last two weeks. Do I go to my intramural b-ball game @ 9pm or study the rest of the night. Confidence level 50%

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Hi Fish Fam! I have a pretty exciting opportunity/ interview with a rapidly growing life sciences business consulting company. It’s a bit of a stretch in terms of my industry experience, how can I best position myself to be an attractive candidate? Looking for pro tips from fish that may have made this type of transition before.

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Workday🐟. Want to learn Workday. There is a potential for a project training role but it sounds like Workday needs to interview and approve us. Any idea what skills/behaviors they are looking for?

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Who are the top consulting firms for competitive strategy?

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What are the most lucrative exit ops at senior AP or 1-2 years Partner level?

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Finally watched The Social Dilemma on Netflix. It didn’t say anything that we didn’t already know about social media and big tech, but it’s still alarming and worth the watch. The biggest question I have after watching is why do people still romanticize FAANG? Is just purely the money and prestige? Are we selling our soul for a highly regarded exit opportunity? Just curious.

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Got an interview request from Morgan Stanley for Prime Brokerage Client Service Account manager. Can anyone shed some light about what the role entails? Pros and cons? I’m currently in retail banking and would love to know what skills I can reference during the interview. Morgan Stanley

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Which agencies are more innovative, tech driven? I feel like there will be more gamification, experiential in the future although in the end, it all comes to the client's decision.

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Do we get any rewards for the corporate Amex?

What’s a reasonable amount of money to spend on rent at $350k combined comp, if you also are having kids soon and want to retire before 60. Is $4200 too much?

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