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결론: 영상은 특정 종목 매수 추천보다는 최근 뉴스(중국 군수기업 투자금지 행정명령, 시카고 봉쇄성 조치, 크루즈주 악재, SPAC PSTH 경영진 변경)를 짚으며 단기 변동성에 대비하라는 취지이다. [크루즈 관련] 소형 요트 크루즈 Sea Dream 1에서 승객 5명 양성 반응, 크루즈주에 악재일 수 있으나 이미 반영됐을 가능성도 언급하며 확신은 없다고 함. 진행자는 크루즈 관련 주식 보유 여부를 묻는 수준. [중국 군수기업 투자금지] 트럼프 행정명령으로 중국 군사 관련 31개사(항공·조선·건설 국영기업 등)에 대한 미국인 투자 금지. ETF 포함 간접 투자도 금지 대상이며, 중국 주식 투자는 당분간 신중하라고 조언. [시카고 봉쇄 조치] 시카고가 30일간 stay-at-home 권고 및 추수감사절 모임 취소 권고를 발표. 다른 도시로 확산될 가능성을 언급하며 Zoom 등 재택 관련주 주목 필요성을 말함. [재택·언택트 업종] 넷플릭스, 디즈니(디즈니+ 호실적 언급), 주류 업종 등을 거론하나 방향에 대한 명확한 전망은 제시하지 않음. [ARKK·ETF 편입] ARKK가 Castle Biosciences, Repair Therapeutics 등을 편입, 닌텐도를 기술 ETF에 편입한 사실을 언급. 투자 의견은 없음. [SPAC PSTH(빌 애크먼)] 재무 책임자 교체 및 재무 자문 인사 영입, 해당 인물에게 주식·워런트 지급 내용을 짚으며 긍정적으로 해석. 다만 실제 딜 여부는 불확실하다고 함. [리스크] 중국 관련 ETF 편입 변경 가능성, 봉쇄 확산 리스크, 크루즈 수요 악화 가능성. [출연자 전망] 진행자 개인 전망은 대체로 조심스러움: 크루즈주는 하락 가능성, 재택 관련주는 백신 뉴스 이후 반등 가능성 언급.
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ctober family got some last minute news that crawled all right in so i had to give it on out to y'all at least five passengers on the first caribbean cruise in months test positive for the cerveza that sucks i have a friend who was planning a cruise in december i think it was through norwegian and they actually called him like two weeks ago and canceled on him they're like we're just not going to do it or something so he actually had to postpone that cruise but one actually was headed out there i think it was a smaller firm though but it was a yacht and i don't think that's the ship nbc earlier reported on wednesday passenger tested positive for the virus citing a report from gene sloan a reporter the website points guy who was on the ship sloan said the captain announced the pastor aboard the sea dream does anyone know said norwegians seed during the carnival sea dream one tested positive on a preliminary basis nbc noted it was not clear what preliminary basis means that's good i was confused too sloane said that all passengers were asked to return to their cabins to isolate that the ship's crew was also isolating can you imagine being out in the middle of sea and then something like that happens on there just crazy the hill has react reached out to sea dream yacht club yacht club which owns the ship for comments sea dream one is the first cruise vessel to begin sailing in the caribbean since march the virus was declared a pandemic it's not good cases are now skyrocketing united united states raising alarms yep there were 53 passengers and 66 crew members on board okay so yeah that's definitely not the ship but well it could be the ship up there there weren't a lot of people on it right only 53 at the time and the announcement was made according to slo every passenger on board had to test negative for the for several days prior to boarding and again on the day of boarding another round of testing was conducted wednesday when the passengers tested positive so that's crazy man the ship left barbados on saturday and had traveled to saint vincent and tobago kais according to the sloan passengers had not become into contact with the island locals he rode to so i guess they didn't even hang out with locals so you know that's the thing that's a problem with this thing is you know if you can get it you can just get it walking in somewhere so this is what it is it'll be interesting to see how this plays out though did the people end up totally fine does the ship say forget it they just have a big buffet a big dance party and everything's cool or like half the people tire so i hope they don't die but man this will be interesting to see how this plays out we'll definitely follow up with this tomorrow the next day the center for decontrol prevention first barred cruising in mid-march and renewed the order in april and july it later filed the order to allow simulation cruises to sail in the u.s i wonder if they pay people to do that maybe i can just go sail with me and a couple friends what do you think cruise ships proved to be dangerous for the spread of the that yep so why do why are we talking about this here on this channel because we need to watch the cruise ship stocks are any of you in cruise ship stock stocks we won't make funny too bad just put it down in the comments regardless what you know like norwegian carnival ship i think it's an etf i think that's the name of it or they might dump it so you might be able to short them i don't know i don't know this i don't know this sector other than the fact that i've always wanted to stay away so anyone let me know do they think it's worth they think it'll even be affected by that or is it already priced in i feel like they should probably go down a little bit because of it but at least we all know so did trump do another pump or is this a dump i think it'd be both trump bars americans from investing in first firms that help china's military ban applies to 31 companies including state-run aerospace shipbuilding and construction enterprises it's very very very interesting because you know ship building that can go all the way down to metal and then that means that go down to coal because to bend and shape metals you need two different types of coals right crazy so trump signed executive order prohibiting americans from investing in a group of chinese companies uss supply otherwise support china's military intelligence security services the order blocks american companies individuals from owning shares directly or through funds so no etfs that have it either that include any of the 31 companies identified by the u.s as aiding and modernization of the people's libertation army and pla check i found some all right i i doubt any of y'all are in any of these but let me know if you are but i have them all here china aerospace science and industry corporation aviation industry corporation of china i've heard of any of these um except for this big one right here uh we've been talking about that the other day that big huge electric electronic company is anyone in them or i think there's etfs right that we've talked about that that's in there isn't a big one like uh dude is is one of the uh the kathy woods ones in there i hope not wouldn't that be a trip also those get shut down because of that ticker in there aero engine of china panda electronics china mobile gaming corporations here's some more listed look it up though i mean this you know this is a list that canon will get updated i'm sure and that's what kind of scares me about it because i would also wait to invest in any china stocks right now it's just not worth it for stuff just like this because again what if what if you're an etf that's in like this one hue highway how do you say this you a huey that's one of the biggest electronic companies in the world i think it might be the biggest in the world i could i could really mess some stocks up so just be careful check your stocks make sure you're out of those for now chicago advises people to cancel thanksgiving plans issue 30 days stay at home order this is huge this is a straight up stay-at-home order they even were saying stuff like for 30 days you are encouraged residents to cancel thanksgiving plans due to this according to nbc made an announcement on thursday the advisory calls all the chicagoans to follow clear measures to protect their community and help flatten the curve this order will go to effect monday chicago has reached a critical point demanding that we undertake this multi-faceted and comprehensive effect to stop it in its tracks lightfoot said in a statement the gains we have made this past year have been the result of our willingness to work together even in a difficult moment we continue to unite and always have the order city willing they were even saying like you know limit people in your house to i don't even remember something like four or something something low i don't know but read about that check your city though too check your city in the state check your plans this is gonna affect stuff this is just if chicago chicago's doing it watch little spread next would be portland san francisco la you know new york is going to follow california so maybe some stay at home stocks we need to be paying attention to you know zoom was getting whooped right zoom was finally going down it's probably going back up now you know because the vax news came out what monday morning or something i heard that vaccine was actually like super old it's like three weeks old they were just pumping it regardless it pumped the stock market and now we've got stuff like this and then all the stuff rising with the numbers so it's just gonna be like that i think for quite a while still so just be prepared or just pull out if you're not comfortable another one at home learning i was kind of thinking you all want me to do a video on at home learning stocks maybe that'd be a good one you know with the kids you know getting in and out of school and all that and businesses i guess netflix you know how is netflix ever going to be doing bad disney just posted great results today actually and a lot of that was because of disney plus their comp competitor to netflix basically streaming of disney stuff so they've been whooping on that that's only going to keep growing alcohol i think that's going to keep going up a little bit at home learning yeah how about arc arc added these stocks to two etfs today two portfolios castle bros sciences you all heard of that castle bro sciences repair therapeutics so this is the ar kg it's like the metal medically one and then the tech one added stuff like nintendo i thought that was interesting i don't know why but i guess because i not around it but um you know nintendo's just something you don't i personally don't think about investing i don't think i've ever looked up nintendo's dog is anyone in nintendo is it good to get into the gaming platform i mean like you know i understand microsoft and sony i guess but pretty interesting anyways we've got this list here if you want to come take a look you can definitely come do that fst fast food stock news fst i've talked about them quite a bit this is a sweet spec i like they're focusing on like fast food or modern fast foodish like the kudobas of the world departure of directors are certain officers election of directors appointment of certain officers compensatory arrangements certified what do they do they move some management around this is usually a positive definitely a positive thing for specs usually i think it's because they talk to one of their buddies and he goes yeah i'll give you this guy's phone number or i got connections with that certain business but i want a piece of this stock i want in the i want on the board i want to put my name on this right so sometimes i gotta move stuff around we've seen this a lot with specs and this is kind of a weird one too because the guy who they pulled out is a guy who works for and pizza has anyone ever been there it's literally called hand and signed pizza it's a not a very good name but it works you know i think it's a you know it's going up to the middle the younger crowd for sure with that kind of name and pizza regardless the guy who got pulled out got replaced with another guy from anne pizza you never know maybe that other guy's brother owns ruby tuesdays or you still whatever he's got connections in ruby tuesdays there's already a ruby tuesday guy in here maybe it's ruby tuesday so y'all excited for ruby tuesdays have you ever been to ruby tuesdays i couldn't tell you what they sell there how about y'all you think that'd be a good good one to go after regardless i hope they go after like blaze pizza stuff like pita pit you all ever been to peeta pit you know what that is it's kind of new you know chipotle style let's call them semi-fast-ish food but actual real food companies i'm a fan of those regardless like this this pizza company's is let's call it edgy uh you can go to their website and come here and click on this picture this is just the top of the picture that i'll i'm gonna show here uh dude firefighter guy come check it out but you know it's saying warning extra hot okay so they're kind of funny i think it will mean very well if we could even be and pizza you know we've seen that with lca right didn't lca do that fertitta frittata i think so psth mr bill william schmackman got some more news on here to keep it simple same kind of thing they moved someone out-ish and then brought another person in from somewhere internal we could speculate all day long that but i always think it's a good deal because to me they're they're not going to bring in another guy randomly unless he's got ties they want connections they want or they just know they need them for a deal that's maybe on the table and they think he can maybe help out a little bit more than the last cfo in this case financial advisor guy they're talking about how which i like how bill's doing this they talk about how they're not going to give him any money which is cool but then you can read down and then with another sec filing you find out it's not on the first one you find out today they're actually giving them 4 500 shares and 500 warrants anyone calculate that real quick it's about 100 grand more than that but you know let's call it 120.
maybe a month or two worth of work i don't know regardless just keep in mind like you know when people bring in on our boards and on this company work for them these usually aren't like full-time gigs they're doing right like two or three or maybe out scouting doing calls and then the cfo is probably just on on back end or the deal's done and they're just hiring him to write script up something that could take him five days right it's like dude cfo we need you to figure this out this is confusing dude we need you he's like yeah give me 5 000 shares and the keys to your ferrari what do you think regardless we got the links right here if you want to come take a look any other big news that y'all think i missed for sure to let me know about it i had to get these ones out i think there's the most important ones to let you know for tomorrow tomorrow's possible swings ins and outs y'all buying more psth you're just getting out if it's not stripe are you going to pull out that's what i want to know the more i think about the more i'm like dude i i don't see how he could really mess it up it could still be chuck and cheese but then again i don't think chuck e cheese is in that price range i don't think it's a 30 billion dollar company to find out did you know that we got a patreon it's something that definitely helps out the channel if you wouldn't mind joining that i'm actually sliding this guy's information almost right when i get it if i think it's worth it i'll slide your plays before i make these videos it's definitely helping out the channel if you don't like the video please do it and please subscribe take car
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