Exquisite takedown of Libertarianism from new #Fargo

Charlie Munger said: “If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is, few human beings have that kind of discipline."

SHORTS 85% QQQ XLK IWM TNA DKS PLTR (6 names) ranked from largest to smallest position size.

Adding to a basket of Energy names including this one:

$APA

$DVN

$SLB

Taken trading LONG positions in $DVN and $APA in addition to our long held investment in $TDW.

$XLU - getting real over-bought now.

$XLRE - another toppy one.

$XLRE $XLU - Maybe they peak here at Fed rate cut week?

Maybe Powell learned something from this about decisive action out of the gate, who knows

LONG 139%: TMDX ASPN NU LNTH APP SN DKNG SQ CPNG VEEV CPRI ONON NVO MELI APA DVN TDW FOUR VIK MSFT HOOD BRO ISRG FCFS ULS HIMS AFRM DHR XBI RDDT RH ZG TTD SPOT SE REAL. In size order.

SHORTS 92% QQQ XLK IWM SPXL DKS PLTR (6 names) ranked from largest to smallest position size.

Its been a wild September but the P&L is at ALL-TIME -HIGHS. I expect apology notes from the bears.

LONG 129%: TMDX ASPN NU LNTH APP SN DKNG SQ CPNG VEEV TDW APA DVN CPRI ONON MELI FOUR VIK HOOD BRO ISRG FCFS ULS HIMS AFRM DHR XBI RDDT RH ZG TTD SPOT SE REAL. In size order.

SHORTS 153% QQQ SPXL XLK IWM SMH ARKK XLU XLRE DKS PLTR (10 names) ranked from largest to smallest position size.

LONG 132%: TMDX ASPN NU LNTH APP SN DKNG SQ CPNG VEEV TDW APA DVN CPRI ONON MELI FOUR VIK HOOD BRO ISRG FCFS ULS HIMS AFRM GPRE DHR XBI RDDT RH ZG TTD SPOT SE REAL. In size order.

SHORTS 98% QQQ SPXL XLK SMH XLU XLRE DKS PLTR (8 names) ranked from largest to smallest position size.

Nike listening to employees, customers, suppliers and makes a change... for the better