2….

1. Putting Mega Cap Mag 7 in Perspective = 432 Other S&P Stocks Combined

…

2. Speculations is Back in Size … “Non-Profit” Stock Index Making New Highs

Retail vs. non-profitable Tech. "The 10-day average of retail participation in non-profitable technology companies reached 23% — the highest level since a Goldman Sachs trading desk began tracking it — and rose to 25% this week."

Daily Chartbook

…

3. Meme Stocks are Back In Size

…

4. Here’s The Meme Recipe-Barrons

Here is the meme-stock recipe for creating a gamma squeeze, which appears to be the case with Opendoor Technologies , which all saw similar sharp moves this week.

As you’ll see, options gamma—an obscure way traders measure changes in the value of an options contract and associated stock—plays a role, but the activity is far more coordinated.

The first ingredient: Find a stock that can be easily pushed around. A heavily shorted stock is often a great place to start because it means that many investors have borrowed shares from their broker and sold them short in the market in anticipation that the stock will decline.

It also means that many investors are painfully sensitive to the potential of a stock rally. If the stock advances, those investors who have shorted the stock must buy it back at higher prices. If those investors panic, they create “a short squeeze,” which means they are basically competing to buy back their stock at ever-higher prices. Kohl’s short-interest ratio is about 49%, which basically describes a pressure cooker.

The second ingredient: Buy at-the-money call options on the targeted stock. Such calls are basically the same as stock, but they have a superpower. Calls with strike prices that match the stock price often force options market makers to buy stock to hedge the stock’s gain.

Why? Because dealers always hedge risk, and when customers buy calls in anticipation that the stock will rise, the dealers must buy stock so they don’t lose money. The combination of aggressive call buying and dealers buying stock is what makes a stock like Kohl’s surge. The phenomenon is popularly called a gamma squeeze.

The third ingredient: Use social media to create awareness of the unusual stock and options trading. Make as many people as possible think that something extraordinary is happening, and that they should buy calls and stock. The social-media activity tends to create a huge wave of stock and call buying that the engineers of the gamma squeeze need to take profits.

The activity has a certain odor. Market regulators have done little more than watch from the sidelines. Rest assured, what happened with Kohl’s, GameStop, and so many other stocks will happen again.

Write to [email protected] https://www.barrons.com/articles/gamma-squeeze-options-kohls-opendoor-ef38e074?mod=hp_SP_A_1

…

5. Open AI Lost 28% of Leadership Staff…Pro Sports Recruiting in AI

…

6. U.S. Beef Prices …Protein Bull Market Adding to Supply/Demand Factors.

Meat Replacement Beyond Meat Stock -97%

…

7. Increase in New Homes for Sale

The Median Price of New Home Below Existing Home Price

…

8. You Tube is King 12.5% of All Viewing Time

YouTube Stand Alone Valuation $720 Billion

 Analyst Laura Martin of Needham estimates that YouTube revenue was $58 billion in 2024, and will be $70 billion in 2025, with $30 billion of that coming from subscriptions. She projects that a stand-alone YouTube would have a market capitalization of $720 billion. Netflix has a market cap of $556 billion. Barrons By Adam Levine

…

9. Nashville Tops List of Favorite U.S. Cities.

…

10. 7 Steps to a Super Brain -Mark Hyman

The good news is that with these seven strategies, you can eliminate the bad stuff to cultivate your best brain ever.

1. Eat real food. When I say real food, I mean whole, organic, fresh, local and unprocessed food. If it has a label or a barcode, you should probably avoid it. If your great-grandmother wouldn’t recognize it, don’t eat it. Processed junk foods mostly exist in the middle aisles of the grocery stores, so avoid those aisles!

2. Eat lots of colorful fruits and vegetables. These colorful super-foods come loaded with brain-boosting stuff like phytonutrients. The dark, deep reds, yellows, oranges, greens and blues mean these foods contain powerful anti-inflammatory, detoxifying antioxidants and energy-boosting, brain-powering molecules. Enjoy an array of colorful plant foods like blueberries and dark leafy greens like kale, Swiss chard, spinach, watercress, and arugula.

3. Go for slow carbs, not no carbs. Cauliflower and an ice cream sundae fall under the “carbs” category, but you know the former is healthy and the latter isn’t. Eating whole plant foods with plenty of fiber, including small amounts of beans, non-gluten whole grains, nuts and seeds, keeps toxins moving out of your body and keeps your gut bacteria healthy. A healthy gut means a healthy brain!

4. Eat plenty of healthy fat. I provide an excellent, detailed healthy fat food plan in my new book Eat Fat, Get Thin. Fat is actually very good for your brain. In fact, 60 percent of your brain is made up of DHA – an omega-3 fat that you get from algae and fish. My brain worked pretty well before, but embracing fat (even good saturated fats like coconut oil and MCT oil) pushed my mental clarity through the roof.

5. Optimize protein. We need about 30 grams of protein per meal to build muscle. When you lose muscle, you age faster, and your brain takes a huge hit! Eat protein at every meal, including omega-3 eggs, protein shakes nut butters, even fish for breakfast.

6. Stop poisoning your brain. Eliminate sugar, high-fructose corn syrup, trans fats, food additives and preservatives, all of which poison your brain and disrupt your biochemistry. If it’s not real food, don’t eat it.

7. Supplement. A high-quality multivitamin, as well as magnesium, vitamin D3, omega-3 fatty acids, probiotics, folic acid, B6 and B12 are all necessary for your brain to function optimally. You can find the cleanest and best versions of these essential nutrients along with other brain-boosting supplements here.

 10 Tips for Calming Your Mind-Mark Hyman

Here is what we know about how to influence the mind-body and the body-mind system. Consider these essential survival skills. You cannot thrive without them!

1. Address the Underlying Causes of Stress — Find the biological causes of problems with the mind by working on the 7 Keys to UltraWellness. Mercury toxicity or a magnesium or vitamin B12 deficiency or a toxic gut chemical or a gluten allergy could be changing your brain. So, by changing your body, you can change your mind!

2. Relax — Learn how to ACTIVELY relax. To engage the powerful forces of the mind on the body, you must DO something — you can’t just sit there watching television or drinking beer.

3. Learn New Skills — Try learning new skills such as meditation, deep breathing, yoga, biofeedback, and progressive muscle relaxation or take a hot bath, make love, get a massage, watch a sunset, or walk in the woods or on the beach.

4. Move Your Body — Exercise is a powerful, well-studied way to burn off stress chemicals and heal the mind, so just do it! It has been proven to be better than or equal to Prozac for treating depression.

5. Optimize Your Nutrition — Clean up your diet from mind-robbing molecules like caffeine, alcohol, and refined sugars and eat regularly to avoid the short-term stress of starvation on your body.

6. Supplement — Take a multivitamin and nutrients to help balance the stress response, such as vitamin C; the B-complex vitamins, including B6 and B5 or pantothenic acid; zinc; and most important, magnesium, the relaxation mineral.

7. Try Herbs — Use adaptogenic herbs (herbs that help you adapt and balance your response to stress) such as ginseng, Rhodiola rosea, Siberian ginseng, cordyceps, and ashwagandha.

8. Use Heat Therapy — Take a hot bath or a sauna to help your body deeply relax and turn on the relaxation response.

9. Change Your Beliefs — Examine your beliefs, attitudes, and responses to common situations and consider reframing your point of view to reduce stress.

10. Find a Community — Consciously build your network of friends, family, and community. They are your most powerful allies in achieving long-term health.

…

Did someone forward this email to you? Get your own:

Disclosure

Indices that may be included herein are unmanaged indices and one cannot directly invest in an index. Index returns do not reflect the impact of any management fees, transaction costs or expenses. The index information included herein is for illustrative purposes only.

Material for market review represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results.
Material compiled by Lansing Street Advisors is based on publicly available data at the time of compilation. Lansing Street Advisors makes no warranties or representation of any kind relating to the accuracy, completeness or timeliness of the data and shall not have liability for any damages of any kind relating to the use such data.

To the extent that content includes references to securities, those references do not constitute an offer or solicitation to buy, sell or hold such security as information is provided for educational purposes only. Articles should not be considered investment advice and the information contain within should not be relied upon in assessing whether or not to invest in any securities or asset classes mentioned. Articles have been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Securities discussed may not be suitable for all investors. Please keep in mind that a company’s past financial performance, including the performance of its share price, does not guarantee future results.

Lansing Street Advisors is a registered investment adviser with the State of Pennsylvania.