Lance

ESRT, VNO and WFC Thanks Lance

Added to ALX, ESRT, PGRE, SLG and WFC. Thanks Lance

What pushed you to sell DIS? Hi HM - I still like DIS in the long term, but prefer ALX and WFC for now. I bought DIS between $85 and $80 and would likely start buying again under $90. Also, added to WFC and started a new position in DOW. Thanks Lance

Over the past few days I sold DIS and added to ALX and WFC. Thanks Lance

ALX Thanks Lance

ESRT, PGRE and SLG Thanks Lance

small add to WFC Thanks Lance

The government’s not going to let BA stop operations, but that doesn’t necessarily mean the government will save the equity holders. Thanks Lance

Yeah, limit order that was in place triggered. Thanks Lance

BAM Thanks Lance

HEI LYV MAR MSG MSGN Thanks Lance

Small adds to: D, DUK, PPL, SO, UTG ABBV, THW ADM, MO, PM T DIS BAC, BX, PBCT, WFC PH DD XOM New position in Heico and small adds to a few Vanguard funds Thanks Lance

BAM, BP, BTI, BX, CXW, KHC, GEO, KMI, MO, PPL, RDSb, SPG, SWK, UTG, VIAC, WFC, XOM Thanks Lance

Adds - BTI, IRM, KMI, MO, PBCT, PH, PRU, RDSb, SBX, SPG, UTG, VIAC, VIACA, WFC and WPC. New - FAST Options - wrote puts on CXW and GEO. Added to Vanguard small and midcap value and EM funds in an IRA. Thanks Lance

That is a bold statement. I felt a bit guilty about the hyperbole. Then I heard about Tom Hanks. who gives a flying f about mr and mrs Gump? or frankly the NBA for that matter Perhaps the thousands of people employed by NBA teams or the thousands more employed by their subcontractors who don’t get paid if there aren’t games. Strange fucking thing to say bro. Thanks Lance

GEO Thanks Lance

VLGEA Thanks Lance

CMCSA, CXW and WFC Thanks Lance

New positions - BX and MMP Adds - BP, OXY, RDSb, VIAC, VIACA and WMB Trimmed - IAU and TLT Sold - FXY Options - wrote puts on EPD, FOX, IVZ and TPR (unfortunately all the puts save for EPD were Friday) Fkd around in an IRA and bought Vanguard small and midcap value index funds. Thanks Lance

EPD Thanks Lance

Trimmed TLT Added to KMI, PBCT and VDE Wrote puts on FOXA Thanks Lance

What's your view on how the big banks perform amidst the current and prospective rate environment? Hi HalfMeasure - in short, not well. I think once we come out of this though that WFC will be fine. Also, trimmed TLT and added to VLGEA today. Thanks Lance

WFC Thanks Lance

HST Thanks Lance

PBCT, VDE and VIACA Thanks Lance