5/19 Anaconda Squeeze and BIG Powell Speech tomorrow

Powell speech covered in Mkts section

Index

I. Reflection

II. Markets

Reflection

Not much to reflect on today, hope you enjoyed the podcast with Gwen and I. Markets seem desperate for a narrative at this point. Squeeze was predicted perfectly and it then pinged off 4200 as I wrote about over the last couple of days. We’ve had the juice injections for so long, it has been easy to find one directional days, and to even try to profit off the market on a top level. The true magic comes from sub levels finds and wins.

Back in January, I began buying into PLTR 0.00%↑ on the basis of it being a better long term hold in recessionary headwinds. Government work is pretty much non-cyclical and having the software that is there standard go to has paid off today tremendously in the short term.

Same goes for the quantum computing IONQ 0.00%↑ which I had my eyes on since last November.

You can find gems if you know how to think through their business case and why they’ll be valuable. I have some more gems that I’ll be sharing here over the next couple weeks that I like in my portfolio. So not to obviously plug my own post, but be sure to sign up to the Tribe so you can watch as I develop my portfolio through the second half of the year aka wizness aka wiz biz baby.

There are always critical buys you can make that will pay off and make sense, no matter what the market is doing as a whole.

(Biggest Companies by Revenue Answer from Notes in next section below)