I’ve been eagerly hitting the Refresh button on the SEC site, waiting for the SPCX S-1 filing. In the meanwhile, here are some interesting data that have leaked from the confidential document as compiled by The Information.
The Joy of SpaceX
Slope of Hope Blog Posts
Slope initially began as a blog, so this is where most of the website’s content resides. Here we have tens of thousands of posts dating back over a decade. These are listed in reverse chronological order. Click on any category icon below to see posts tagged with that particular subject, or click on a word in the category cloud on the right side of the screen for more specific choices.
Bury Bonds
I mentioned on my show yesterday that I had scaled back on my TLT puts, wanting to scale back in at better prices. I also sold my entire TBT position at a nice profit. Well, good call on both of those choices, as bonds are rallying today. I am waiting for this gap close, at which time I will COMPLETELY PIG OUT on bond shorts.
Hawaii Five? Oh.
The market feels very stuck today as it awaits NVDA results in a few hours. In the meanwhile, I’ve taken advantage of this yet-another-peace-deal-headline strength by adding five new short positions, each of which has a stop-loss just above the dashed red line:
Just Plain Smart
Living as we do in an age in which monosyllabic morons are heralded and worshipped, it is genuinely refreshing to listen to an interview in which the subject is just plain smart. I was not familiar with Mike Green before I listened to this, but he has supremely intelligent, and I encourage you to listen to this entire discussion.
Nvidia’s Big Day!
Since the Main Event this week is coming up soon (NVDA earnings after the close), I thought I’d share some Slope of Hope charts featuring this one symbol. I’ve described them in the captions.
(more…)
