Chris DeMuth’s State Of The Markets January 2023

Summary:

• ATVI update.
• Meme stocks roaring back.
• Why energy stocks will continue to perform well.

Chapters

• 0:00 Intro
• 2:15 What’s on Chris’s mind
• 5:20 Quick hits on ATVI, SPB, and SJR
• 15:00 More on NASDAQ:MSFT‘s ATVI deal
• 24:30 Meme stocks are back!
• 30:00 Continued discussion on AMC / APE
• 37:00 Shareholder discounts and WE‘s discounted desks
• 39:30 Energy stock performance versus energy prices
• 44:20 Why the world seems structurally short every commodity

Editor’s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.

Disclosure: I/we have a beneficial long position in the shares of ATVI, APE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: https://seekingalpha.com/instablog/957061-chris-demuth-jr/5549358-legal-disclosure

Want More?

Join today.