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		CVX and EOG 
Trimmed some tech
	
	
	
	
		
	
 
 
	
	
	
		
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		Added TD, SMH, UNH and CMI
New position in SQ
	
	
	
	
		
	
 
 
	
	
	
		
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		yesterday
trimmed AMZN--GOOGL--META
bought UNH--ELV--TPL--XOM--TSLA
	
	
	
	
		
	
 
 
	
	
	
		
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		Anyone own ADM? Bad day today from cooking the books. May be a buying opportunity soon! 
I added SCHD and LMT on Friday.
	
	
	
	
		
	
 
 
	
	
	
		
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		Bought some June $55 calls on ADM. Just a cheaper way to buy it.
	
	
	
	
		
	
 
 
	
	
	
		
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		Initiated a tiny position on LLY.
	
	
	
	
		
	
 
 
	
	
	
		
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		Added cvx, anyone looking at mmm? So enticing to start a position
	
	
	
	
		
	
 
 
	
	
	
		
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		01-24-2024, 09:46 AM 
(This post was last modified: 01-24-2024, 09:50 AM by kblake.)
		
	 
	
		Went 60% tech yesterday. I think growth stocks is the only game in town now. With MMM and DD missing badly people are starting to sell safety and going growth. Makes sence in this type of economy. 
Added MSFT, TSLA, AMZN, PYPL, NVDA, SNOW and ACN