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Hey Nerds: Blockchain

On the menu for ol' Presty today: Bastardized udon noodle dish with seafood.

Tomorrow is Uber Eats using another promo code that will effectively get my meal for free. It's the little things.

lots of good promos out there --- I've been using UberEats for meals and groceries until that 250 credit runs out.

and Shop Small is back ($5 back for $10 spend) You can repeat it 10x. But since they gave it to all my cards, I can repeat it 40x -- so a free $200.

Shop Small has worked out well for Amex as the amount of neighbourhood stores in my area who accept AMEX has grown exponentially in the past 6 months, from about 3 stores to 15. It used to be weird for a small shop to take Amex; now it's weird if they don't.
 
lots of good promos out there --- I've been using UberEats for meals and groceries until that 250 credit runs out.

and Shop Small is back ($5 back for $10 spend) You can repeat it 10x. But since they gave it to all my cards, I can repeat it 40x -- so a free $200.

Shop Small has worked out well for Amex as the amount of neighbourhood stores in my area who accept AMEX has grown exponentially in the past 6 months, from about 3 stores to 15. It used to be weird for a small shop to take Amex; now it's weird if they don't.
Yeah I have it on a few of my cards but I'm not sure it's much use to me personally. I'd have to go out of my way to spend at these places and that's not in my DNA. But if you were already going to do it.. Fucking go for it.
 
Yeah I have it on a few of my cards but I'm not sure it's much use to me personally. I'd have to go out of my way to spend at these places and that's not in my DNA. But if you were already going to do it.. Fucking go for it.

Yeah. I'm not changing my spending behaviour one bit -- 90% of my purchases of meat, bread, cheese happens at these small shops.
 
made my SPY money overnight...mainly watching here but did buy ZI for a potential breakout
 
Still think there's a lot more death to come on pot stonks but decided to take a big position on GTII today near the lows. Sold almost all of it just now for beautiful profits (leaving just a half position to keep long). Thought and still think MJ takes a bigger beating this summer... But earnings are in 2 months. Maybe July is ugly, but ER is coming sooner than I realized so I want to have some exposure in the off chance that this name holds up. Because the latter half of August will be a bullish one for them and it is quite clear they have joined TRUL as a sector darling. A little exposure doesn't hurt. I am hoping they get a beatdown in July because it becomes a no-brainer to accumulate if/when that happens.

Now have long positons in (from largest to smallest):

TRUL
CURA
TER
GTII

All baby positions because I am holding out for more blood to buy more leading into next earning season. I did well and got in a lot cheaper on TRUL and CURA, but not so much GTII (though todays swing for profits makes it worthwhile in the end). It's the way she goes. GTII is a sector darling.

Full disclosure, I'm not sure GTIIs earnings will live up to their last. Nevada being essentially closed (relies heavily on tourism) will hurt them a lot in the coming quarter. They have big exposure there.
 
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X-factor is of course election hype. I think it's wise for everyone to have some drug stock exposure leading into that, especially with Biden dominating - lotta states will be legalizing and there may be some federal legalization hype even though I very much doubt it will happen. It's psychologically very difficult for me to buy after such a big bull run across US MJ and across all fucking sectors in the middle of a pandemic though. So baby positions it is.
 
shorting rips has been the money maker lately; those chasing longs for sustained moves have been punished
 
went short BYND..... at 144.40, stop 145. I am such a meathead (pun intended) because I read the CBC story about the McD trial being over in Ontario and thought nothing of it. Missed a much better entry....
 
cashed in some quick BYND profits on that market swoon -- still holding some
 
Hmm. I say fuck them, I don’t think it’ll make a difference to long term prospects. You’re so quick to exit positions I’ve been noticing.
 
I still own Slack —just not as much of it. In any case, it’s never been anything more than a rental, as it doesn’t have enough of a moat for me to consider it a long term core position.
 
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