AlphaNooner - What Could Shape the Market Through Year-End?

Wow.

That's a, a lot, Mackenzie.

Um, yes, semiconductors are driving way too much of the market, and day to day they're up, they're down, they're up, they're down.

Yeah.

And, um, I might have a little bit of too much of my personal money in there, uh, along with cannabis, but a lot of semiconductors.

So, um, yeah, they're-- And it's, it's a good reminder that, um, rhetoric is gonna get crazier between now and November.

We got elections coming up, and that might, um, weigh on one side of the market or the others.

Yeah.

Um, we're watching interest rates and how [chuckles] that's gonna be handled.

And, um, I would, I would like to wake up in the morning and not hear about the Straits of Hormuz, um, and how they're affecting markets one day-

Yes

... hopefully.

So that's a lot of high-level stuff.

Um, yeah, as you said, I was on the Dales Report yesterday and, and I reminded people, I was only talking about the past month, so don't anybody get triggered out there.

But cannabis has moved up pretty nicely.

Mm-hmm.

Uh, it's been a slow, nice grind up in general over the past month.

And, um, if you're in two-times levered cannabis, it's up even more over that period of time.

Um, because it has been a general move up over time.

Uh, on any given day that, um, a two x investment in any type of fund or any sector is lightning in a bottle.

You should be very careful and know all the risks and all that stuff.

So, um, yeah, I, I'm pivoting to cannabis because I know a lot of people listening on this show are cannabis.

Uh, no, just, just for the overall market, and, um, we are waiting on additional news.

But I, I wanted to point that out because it's a lot different market move than when we were leading up to the executive order, and it, it went up a lot before that.

Then we got the actual order.

Wow.

That's a, a lot, Mackenzie.

Um, yes, semiconductors are driving way too much of the market, and day to day they're up, they're down, they're up, they're down.

Yeah.

And, um, I might have a little bit of too much of my personal money in there, uh, along with cannabis, but a lot of semiconductors.

So, um, yeah, they're-- And it's, it's a good reminder that, um, rhetoric is gonna get crazier between now and November.

We got elections coming up, and that might, um, weigh on one side of the market or the others.

Yeah.

Um, we're watching interest rates and how [chuckles] that's gonna be handled.

And, um, I would, I would like to wake up in the morning and not hear about the Straits of Hormuz, um, and how they're affecting markets one day-

Yes

... hopefully.

So that's a lot of high-level stuff.

Um, yeah, as you said, I was on the Dales Report yesterday and, and I reminded people, I was only talking about the past month, so don't anybody get triggered out there.

But cannabis has moved up pretty nicely.

Mm-hmm.

Uh, it's been a slow, nice grind up in general over the past month.

And, um, if you're in two-times levered cannabis, it's up even more over that period of time.

Um, because it has been a general move up over time.

Uh, on any given day that, um, a two x investment in any type of fund or any sector is lightning in a bottle.

You should be very careful and know all the risks and all that stuff.

So, um, yeah, I, I'm pivoting to cannabis because I know a lot of people listening on this show are cannabis.

Uh, no, just, just for the overall market, and, um, we are waiting on additional news.

But I, I wanted to point that out because it's a lot different market move than when we were leading up to the executive order, and it, it went up a lot before that.

Then we got the actual order.