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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (11134)	3/29/2021 10:23:34 AM
From: Kirk ©	Respond to of 26590

Probably noise between reopening trade meaning more demand for gasoline and the belief that supply will return with the Suez Canal open. BTW, currently WTI is off 1% kirklindstrom.com Admiral Osama Rabie, Chairman and Managing Director of the Suez Canal Authority (SCA), has announced today, Monday 29th March, 2021, that the Panamanian container ship has been successfully refloated. This was the result of successful push and tow maneuvers which led to the restoration of 80% of the vessel’s direction; with the stern 102 m. away from the bank of the Canal now instead of 4 m. prior to the refloating.Maneuvers are set to be resumed once more during high tide at 11:30 a.m.; as it shall reach 2 m., allowing for the full restoration of the vessel’s direction so it is positioned in the middle of the navigable waterway. His Excellency, Admiral Rabie, would like to reassure the international navigation society as navigation shall be resumed immediately upon the complete restoration of the vessel’s direction and directing it to the Bitter Lakes waiting area for technical inspection. His Excellency has also commended the efforts of the SCA workers who achieved this heroic feat saying that they have done their patriotic duty impeccably and that in all certainty work will be complete very soon. #suezcanal #evergreen #EverGiven linkedin.com

To: robert b furman who wrote (11134)	3/31/2021 2:39:51 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26590

I took a few profits in AMAT today... up over 55% YTD... It WAS my largest position until I sold a few shares. Now LRCX is in the lead again. Trying to explain to my GF that after I got over 10x in her shares that selling a few percent is like making a sacrifice to the stock gods so it can to to $200 (or at least $140 on my 1yr chart) but if it doesn't, we have a bit of cash to buy back any big corrections.