What Moneyvest said in this video:
- Otherneutralshort-termThe host notes his TQQQ $60 puts are slightly in the money with TQQQ trading under $60 a share.Source
- MRVLbullishshort-termThe host discloses he sold $160 puts on Marvell expiring this Friday after its 12% drop on the Lumentum acquisition, a bullish positioning.Source
- Otherpositive for stockslong-termThe host expects the midterm elections to remove uncertainty and sees the S&P 500 higher 12 months later, citing a 19-of-19 historical win rate with an average 16% gain.Source
- Geopoliticsneutralmid-termThe ongoing US-Iran conflict is the asterisk on the post-midterm historical pattern, since prior cycles likely lacked an active war.Source
- Fed Policynegative for stocksshort-termOctober's 14% oil rally will feed into the November 10 inflation report, and the host expects rates to fully reprice toward a December hike.Source
- SOXXbullishlong-termDespite a deep drawdown in semis, chip stocks have been higher 12 months after midterms 8 of 8 times since 1994 with a median 22% gain.Source
- Otherpositive for stocksmid-termThe host sees risk-reward as already attractive for dollar-cost averaging, with fear or panic readings being excellent levels to get aggressive in tech, semis, and growth.Source
- PLTRbullishmid-termPalantir posted a double beat with strong numbers yet fell over 5%; the host holds the 165 and 210 calls, viewing the drop favorably.Source