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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.29+0.6%Nov 7 4:00 PM EST

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To: TobagoJack who wrote (162403)9/8/2020 10:13:32 AM
From: carranza2  Read Replies (3) of 217591
 
Sold final TSLA position, very small but still very highly appreciated. It was a very, very nice ride.

Cash heavy at the moment.

Thinking about XOM calls per misunderestimated future oil demand but noting that it has a cash shortfall, has been borrowing to pay bills, cutting costs, projects, maintenance, salaries, benefits, etc., so dividend not guaranteed, etc. BL: low price not simply the result of oil price and present shortfall in demand. It does have a major project in Guyana that is not being curtailed.

reuters.com

Perhaps beat up refiners are a better play? VLO?
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