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Voice over potential. Looking for opportunity.
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Apple shares? Yes or ni
How’s everyone feeling about this coming week?
Any yolo crypto plays here?
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Subject Expert
XLE is up >40% YTD and doubled since Nov 1. Glad you’ve been paying attention.
Maybe there’s a double from here, but you’re probably looking at something more like another 30-40% gain on this cycle. That’s a good trade, but not sure this gets back to 2014 type levels.
Subject Expert
Yeah. I don’t know how much more run the energy trade has. Buffett cut CVX after jumping in in the 90s. I think that’s a sign the trade is getting ahead of itself.
I have a lot of energy exposure: XOM commons and leaps, VDE, XLE leaps, ET commons and leaps, KIM and EPD commons.
Also significant exposure to some steel stocks: CLF commons and leaps, MT commons and leaps.
Other significant holdings in my portfolio: FB, MAC, LAZY, TEN, FNF, etc.
I got calls on USO. And bought some energy etfs
Jan 2022 50
$TELL calls
$5.50. 5 contracts
Puts baby puts
Lets see how it plays out. Demand > supply
Not sure it matters much in current market environment, but seasonailty is also against you here.
$ois
VDE
Enthusiast
I think the energy play was working up through now. Maybe time it softens. Bought some uso puts
Coach
CCJ 2023 20c leaps
Coach
I bought them several months ago lol