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Please register for: The Best Investment Themes Post Election 

on Nov 21, 2024 11:00 AM PST at:

https://attendee.gotowebinar.com/register/8455197581530760535

Matthew Tuttle will discuss:

Three below the radar investment themes that have nothing to do with AI.

How to design trades for asymmetric returns.

How to profit from the Fed’s stupidity.

Why bonds are a stupid investment and what to do instead.

If you would like CFP™ education credit (½ hour),  please email pneville@tuttlecap.com your CFP™ID number.

If you can't make the live webinar, register and we will send are cap.

For investment pros only.

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Hawkish comments from Powell, higher than expected PPI, and a decline in big pharma and food on the announcement of RFK Jr. joining the cabinet all factored in stocks being down yesterday. So far this morning weakness is continuing. We continue to believe you should be buying dips.

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Boston Fed President Says December Rate Cut Isn’t a ‘Done Deal’-WSJ

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Uh, oh

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Themes

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AI Power

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Interesting situation to watch. Bloom Energy (BE) was halted most of the day, then this came out....

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AEP to Offer Faster Power for Data Centers With Bloom Fuel Cells-Yahoo Finance

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Weight Loss Drugs

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Trump Picks Robert F. Kennedy Jr. as Health Secretary-WSJ

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Again, not selling my positions in NVO, LLY, and VKTX, but not adding dips either.

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European Defense

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France taps defense-industry retirees to keep arms flowing during war-Defense News

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French, German defense leaders urge European unity after Trump win-Defense News

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Hedges

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Still think the best opportunities in this market are shorting (puts) on high fliers that break down. Yesterday I added DOCS...

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And NU...

Today I am watching ADMA, AMSC, CORT, HIMS, POWL, PRCT, RYTM, and maybe a few others. Lots of high fliers look to be setting up as shorts.

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