#OSIF22FA Team, What the jobs number on Friday The hotly anticipated US jobs report could tip the scales toward a third big Fed rate hike after a wave of data pointing to a resilient consumer and high labor demand bloomberg.com/news/articles/… via Bloomberg

#OSIF22FA Team, dodged a bullet on $NVDA. Changes to the macro environment pushing the stock lower today. Time to get interested?

#OSIF22FA Team, Buy order filled at the open today.

#OSIF22FA Team, the portfolio details for today.

#OSIF22FA team, our sale of $SHOP and purchase of $TSM is complete.

#OSIF22FA team, it’s a good read on that impacts our semiconductor, cloud and cyber security positions.

#osif22fa team, quick read on the current state of the chip cycle

#OSIF22FA team, orders filled at the market open today. Happy hunting

#osif22fa team, we should talk about this on Wed. 50x sales is a lofty valuation. What’s Adobe’s strategy here?

#osif22FA Team, here are the trades from last week and today's balance (9/21 intraday)

#osif22fa team, here is semi annual European report on Porsche porsche-se.com/fileadmin/down…

#osif22fa team, some info on Adobe when it moved to subscription back in 2012 secondmeasure.com/datapoints/las…

#OSIF22FA Team, our orders filled.

#OSIF22FA Team, 🛖 starts decreased 8.1%. IMO we are just getting started with the pain here.

#OSIF22FA - Our portfolio at the close today.

#OSIF22FA Team - Sold too early? $NFLX is 📈today.

#OSIF22FA Team, The strength of the US 💵reflects troubling market conditions across most of the 🌏 oil consuming nations; the 💵also benefits from being an acute safe-haven demand during periods of economic or political tumult (i.e., now). S| Rory Johnston, Commodity Context