Stock Market Authority
Stock Market Authority
Kevin Baker
Break up with dating stocks! Short SPAC's/EV's! #SOGU! Wood vs. Burry!
32 minutes Posted Aug 25, 2021 at 8:06 pm.
Supercast/Patreon levels. Weekly call with me on Discord, teach technical analysis, etc. You help me design the show. Guests I should reach out to. Text like I send to my sons. Happy Birthday. 610-331-4283.
Not investment advice. Please conduct, and share, your own due diligence.
Best sell discipline example now? Will follow up with all of your stocks over the next week
Bumble/BMBL—appears to be basing just above $43 IPO price, ladies making first move? Taking share?
Hope all is well and you’re feeling better! Was wondering what you thought about the recent bounce back in cryptos broadly; what’s been the impetus for the rebound and should people with wide exposure to crypto take the chance to sell?
Gold/GLD still stinks, Fed/Biden should be gold bugs dream, doesn’t care about textbooks, digital gold winning so far
Also, would love to hear what you think about the Delta variant and what comes after…Is whatever comes after a grey swan?
Short De Spac ETF/SOGU—up 23% plus so far, 6 wks.
COPX/Global X Copper—sold 1/3 per discipline, 13%+ profit, 50 dma through 200 dma?, 200 dma declines? China macro excuse, don’t care
Charlie S., NYC—Afghanistan, Market didn’t care, Cancer, Saudi Arabia of Lithium, China will screw with us, LMT other defense contractors likely priced in, 9/11
China—Taiwan, Hong Kong, and now Afghanistan/Lithium!
Divvy, rent to buy, please check out!
13:00 Lordstown, going to zero?
Nikola fraud charges
ARKK
TSLA, ARKK’s #1 position, roughly 10%
Prof. G—15x Sales, lousy long-term returns
Same with P/E, dividend yield, etc.
Earnings growth has been so strong, the SPX P/E multiple has declined
Stocks sniffed out the earnings recovery we just saw.
FMAGA has become the market.
Top 10 stocks now close to 30% of the market. They contributed 34% of earnings. These companies are huge for a reason.
The Bear Traps Report, Larry MacDonald, Afghanistan—Saudi Arabia of lithium.
Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to [email protected] or write if you prefer. I will also keep you anonymous is you’d like.
15 Funniest Impressions Done in Front of the Actual Person
Segura, Kreischer
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Show notes
Bakes’ Takes Podcast Show Notes Saturday,   
August 21, 2021
 
:45 Why I do this—Bobby, Jack, please listen in.
 
‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron’s Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don’t want to do that, please know that I’ll do it for you and I eat home cooking, I have no conflicts. What are your pain points? Problems you’d like solved? Topics I should cover? Thank you.
 
 
 
Bakes’ Take—Fan Mail! Calls! Questions! Mike!
 
 
Anonymous
 
Match Group—Tinder, Hinge, etc. Sell 1/3, avoid
 
Weekly, rally from COVID lows rolling over
 
 
Bakes –
 
 
 
Bitcoin/other crypto—Hold core positions, 5-10% max, looking for big volume move above $40. Challenge of highs likely. $30,000 held, $24 GBTC held!
 
 
 
Thanks,
Charlie
 
rate of breakthrough cases reported among those fully vaccinated is below 1% in all reporting states, ranging from 0.01% in Connecticut to 0.54% in Arkansas.
 
The hospitalization rate among fully vaccinated people with COVID-19 ranged from effectively zero (0.00%) in California, Delaware, D.C., Indiana, New Jersey, New Mexico, Vermont, and Virginia to 0.06% in Arkansas. 
 
The rates of death among fully vaccinated people with COVID-19 were even lower, effectively zero (0.00%) in all but two reporting states, Arkansas and Michigan where they were 0.01%.
 
Unvaccinated, that’s a you problem, if you want to cull your own herd, so be it.
 
 
 
 
Finally, few breakthrough cases I’ve known = bad cold, 3 days, at worst.
 
Bakes’ Take—Bitcoin going up, Gold, down, COVID-19 too obvious, data suggests not Gray Swan
 
Bakes’ Takes+--What would you like?
 
Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned.
 
Bakes’ Takes—My Themes/Groups
 
 
Bakes’ Take—Short SPAC’s/SOGU very promising, please tell me why these are going up! Twitter gave me crickets!
Thank you.
 
RIDE, NKLA—Indicted, investigated, path to zero?
 
 
Bakes’ Takes-Gray Swan, new segment
 
 
 
Bakes’ Take—Podcasts of the Week!
 
https://thisweekinstartups.com/the-next-unicorns-adena-hefets-ceo-of-divvy-homes-forging-a-new-path-to-home-ownership-e1246/
 
https://thisweekinstartups.com/rapid-fire-news-ai-voices-after-death-doj-investigates-lordstown-motors-covid-adaptation-e1248/
 
https://www.youtube.com/watch?v=T_LwOVWcp0U
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Bakes’ Take—
 
Bakes’ Take—Reporters of the Week!
 
TheStreet.com
 
 
 
 
 
 
Bakes’ Take—
 
Bakes’ Take—Charts/Tweets/Posts of the Week!
 
 
Bakes’ Takes-
 
Bakes’ Take— Newsletters of the Week
 
 
 
Shiller CAPE approaching ’99 peak
 
 
 
 
 
 
Bakes’ Take—China has no moral quandary securing lithium from Taliban
 
31:30 Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to [email protected] or write if you prefer. I will also keep you anonymous is you’d like.
 
Thank you for listening, Mike Wilson is my producer.
 
Have a great week. Bakes
 
Bakes’ Beacons—
 
Much-needed levity…
 
https://www.youtube.com/watch?v=GRkZET-WE1g
 
https://ymhstudios.com/2bears/
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