YaehDeva

Vance says Americans should find comfort in the fact that our allies are "suffering more than we are" from high gas prices

$SPX Held my nose and started to add back into the close. We may undercut this 6600 level next week, the environment is unprecedented. The 6500 level would be the next area of interest followed by 6200. Many of the stronger names/sectors have been very resilient and appear eager to rip higher. The space sector has been my bread and butter for the last two years and for most of these names you wouldn't even be able to tell there is a war or private credit crisis going on. Likely in large part in anticipation of the SpaceX IPO, but I also think the whole sector is finally now being taken more seriously. In particular I added back some of the previously sold $ASTS and increased my $RKLB exposure. For a swing play I am also adding $RDW, $FLY, $VOYG, and $LUNR.