WYMTW + New Show
Good morning from Puerto Rico.
I spent Thursday researching more ideas for the Q3 allocations and I’ve found a few new adds that will go into the LongVol Report Sunday.
Papa Johns and other consumer cyclical names are stuck in purgatory right now and given the jobs data and revisions (discussed in this weeks show) it makes sense that larger pods/desks are not stepping in on them.
Jerome and Co. are on the verge of pushing this too far - but not in the way a real estate agent might say that with a bias so that they can sell more overpriced assets to clients…..but in a way that could see some more names like PZZA 0.00%↑ and others in that consumer cyclical space bleed out more.
I talk about that a bit in this weeks show below.
The Article of The Week: Chewy & Nike Stock + Broad Market Notes
The LongVol Show - Episode 23 (Spotify Link Here)
This Weeks Show on YT
P.S. You can get a free 21 day trial to the Report & AST Alerts below: there is also a new section here to help you learn to use it effectively.
📘 Want more of this? Read Trades v. Investments
🕝 Get the TLV Report & AST Alerts Get a Free 21 Day Trial
This article is presented for informational purposes only, is an opinion, and is not intended to recommend any investment, and is not an offer to sell or the solicitation of an offer to purchase an interest in any current or future investments. Any such solicitation of an offer to purchase interest will be made by a definitive private placement memorandum or other offering documents.