Goldman Sachs Group Stock (GS)

* And fading it… I don’t own and am currently short (and have been recently short C, JPM, GS, MS, UBER, NFLX, homebuilders, etc.) some of the most consensus sectors. I am long some of the most non-consensus sectors. Consensus Longs: * Memory: SanDisk ($SNDK), Micron ($MU), Intel ($INTC), AMD ($AMD), Applied Materials ($AMAT) (“it’s different …

Real stupid cover in my $GS and $MS shorts. Dumb squared. Position: None

Here are today’s things: * Covered 1/2 of my $SPCX short at $153.85. * Covered brokerage shorts in $MS at $222.51 and $GS at $1,080.90. * Covered tech shorts: $DRAM at $70.26, $SNDK at $2,051 and $MU at $1,099. * Covered $IWM short at $293.33. * Added to cannabis longs: $MSOS at $4.50, $GTBIF at $7.28, $TRLV …

Short covers: * $MS $222.51 * $GS $1080.90 Position: None

The “reversal” in financials continues: * JPMorgan ($JPM) -$5.30 after being +$6. Wally Deemer confirmed to me a possible downside day if things stay the same * Short Morgan Stanley ($MS) is about even on the day after being +$5 in the early going (added $228.47) * Short Goldman Sachs ($GS) is +$4 after being …