PFE's Activist, Google Breakup, Nuclear's Future, And Much More
We're dissecting market moves and calling out the Republican Democrat Regime's latest theatrics. From space stocks to social media giants, we're covering the gamut. And yeah, I'm still not eating my hat over any Google breakup nonsense.
Here's the transcript from today's Live Q&A Chat:
Don't forget, we are hosting a live stream of Tesla's "We, Robot" event on YouTube, X, and Facebook tomorrow starting at 9:30pm ET (the event begins at 10:00 ET).
By the way, please remember that you can see our list of positions, along with where we'd buy more of each and the Revolution Investment Rating for each on this page. We try to update about once per week and just updated it this morning
Q. I’m really unsettled about how to put money to work in this season. I raised some money and got defensive pre-rate-rise and now see that money missing the nice leg or two up we’ve had. Most data I’ve read is hunky-dory while the ground war in Lebanon I thought could be a black swan has been more ho-hum to the markets. Main question is what to do with cash right now… sit tight or deploy?
A. No easy answers to this type of question. That's why we keep saying that we love our longs but want to stay reasonably cautious as the Fed starts a cutting cycle that typically coincides with a struggling stock market, at least initially. That said, we've clearly been wrong that the markets would put in a blow-off top within a few days of when the Fed cut and we continue to ride our longs steady here. I always think it's best to move money slowly, nibbling here and there and not going all in all at once.
Q. Top 5 nibbles and trims?
