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Tim Knight Says SpaceX Just Blew Up the Entire Telecom Old Guard
NowPress play to follow along0:00 / 12:43
Chapters7 segments · tap to seek
ticker lesson
Breakdown
0:00lesson
Failed bullish breakout in ES and ENQ
- ES failed bullish breakout with no dramatic movement
- ENQ teetering on former lifetime highs
- Horizontals represent former lifetime highs
- ES dropped the ball, ENQ trying to hold
1:59lesson
Bond yields and utilities impact
- Bonds rallied yesterday, TLT not an interesting trade
- XLU (utilities) has long-term overhead supply
- XLU is the biggest short
- Bond futures down 4/10 of a percent
3:54lesson
SpaceX and impact on telecom
- SpaceX entering wireless communications
- AT&T, Verizon, T-Mobile down 6-10%
- Creative destruction in capitalism
- Old guard getting shaken up
6:06lesson
Cell towers and SpaceX impact
- CCI and CCK are cell tower companies
- SpaceX's announcement affects cell towers
- Crown Castle owns cell towers
- CCI is the one for today
7:54HUM· ticker
Humanana short position hit by unexpected news
- Short Humanana, 13% hit on one position
- News about Medicare five stars and bonuses
- No chart signal for the news
- Covered after hours, market thin
9:16lesson
Trading lesson on self-forgiveness
- Beat self up if error made, lesson to learn
- Sometimes it's just bad luck
- Cover positions after hours
- Avoid sleeping with positions
11:02lesson
ABCs and regional debate
- ABCs first letter is A
- Pecan vs. Humana pronunciation debate
- Louisiana vs. Florida regional debate
- Enjoy pecan pie and vanilla ice cream
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