$AXSM +6% and breaking out. Never let a good research go to waste and that's how we rock and roll in Jag. Giddy up!

Also this note from BAML about $UNH CFO comments regarding procedural volumes is helping $IHI Medtech sector.

In an interesting twist, while $UNH is getting hit, my favorite sector Medtech is catching solid bids in pre-market on these CFO comments. $SYK $ZBH $MDT $ISRG $BSX

No bears left in this market. •English: none •Arabic: لا شيء (lā shayʾ) •Brazilian: nenhum (nenhum) •Chinese: 没有 (méi yǒu) •Croatian: nijedan (nijedan) •Czech: žádný (žádný) •Danish: ingen (ingen) •Dutch: geen (geen) •Finnish: ei yksikään (ei yksikään) •French: aucun…

$SPX 0DTE call action today, scanning for $50k+ lots

Somebody knew

Seems $UNH is getting hit on this

In June SEP projections tomorrow, I expect the Fed to increase Core PCE Inflation projection well above 3.6%. Current rate is 4.6% and it hasn't moved at all since March SEP. The key question is will they also increase FF projection along with it? That impacts equity markets.

Exactly a year ago oil was at $110 and now at $70. It is the biggest driver of this CPI disinflation which also feeds into airfare. Fast forward 3 months from now, we would be comparing oil $80 last year vs $70 today. 6 month out no change YoY.

$CELH Through $150, new 52-week high

Imagine teaching your kids American history. Topless party of men with breast implants on White House lawn.

It would be kind of funny if Powell raises by 25 bps on Wed. All he has to do is point to his favorite Core PCE Services ex-Housing.

$SOFI Here is the bull case that was presented to Jags on April 19th. People on FinTwit who can't do simple good research will keep calling it "junk" all the way to infinity. In two months: Equity +74% October 6 Calls +190%

$MAR $HLT $H Clicks not translating into sales: “Booking data shows 3 consecutive months of negative growth while click activity on popular hotel websites is positive. Divergence suggests demand destruction for US hotel bookings.” More on Jag home page:

Bullish for Samsara $IOT

$CELH Celsius channel checks show Q2 sales growth +89% YoY vs +76% estimate, based on scanner data, Amazon, Costco & International. Importantly, sales growth in convenience stores have accelerated over last 8-wk period, up 172% YoY. More on Jag home page:

Shipping is Greek’s 2nd biggest source of revenue. Employs 10% workforce. From Nicolas Vernicos, the largest Greek ship owner & President of ICC: “Embargo on transport of Russian oil by sea will have positive effect on ship owners & we will become richer.” cc: @deerpointmacro

Late February, received an email from a Jag client living in Germany making the case that Greece $GREK will be one of the best equity markets in the world in 2023. See snapshot below. Right on the money! Athens Stock Exchange up +35% YTD

Reiterating this. If you are not following my lead researcher @JayIKyle you are just missing out.