Just a bunch of resets to start the new quarter. HIMS back in taxable ac. There is already a Roth ac position in HIMS. In Roth ac, nibble in QCOM. Then, an exit of most of the IREN position in the name. While I was in clean-up mode, decided to trim small stake in PGY (taxable ac). [edit: PGY was an exit]. Big tech names have been bouncing around, including our trillion dollar entrant - SPCX. While I might eventually nibble on SPCX, I think some of the other space related names might have more upside e.g. RDW or RKLB. The latter snapped up Iridium.
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If one is a soccer fan, among the Big events is, of course, the knock-out stage of the World Cup tournament. Already a whole series of big names already upset. So big events have already occurred. There is the other Big event, the one occurring in the Starit of Hormuz. There was a ceasefire for slightly over a week, but the world is back to watching with anxiety as attacks on vessels and territory resuming. Well, I guess, if looking for positives, at least some loaded tankers with LPG, refined products, and crude oil did manage to make it out. And likewise, some empty tankers made it in to load. With the situation escalated again, who knows how long the world waits for another set of vessels to make outbound trips.
Trading has slowed down significantly. However, there’s been some transactions.
- More DHT in taxable ac
- On small bounce, closed out GSL in taxable ac
- Roth ac nibble on RDW
- Taxable ac nibble on RDW
- Taxable ac nibble in RKLB