KBH
KB Home
stock NYSE

BIRK was an omen for NKE it seems. In other news, KBH puts were such an easy choice. Glad I bought it!

I'm doing the following. I've had about a 65% win rate so far with earning plays but all of these can bust tomorrow so.....
nke calls - I sold my god damn $70c strike ones this morning and bought $68c in their place. IV is pretty high but I wasn't gonna make anything on those $70cs. Honestly I should have not bought back in. This looks like a lotto play.
KBH - $60p - Lennar and Toll both dumped so the smaller fry KBH probably will not perform as well with margins and housing growth.
BB - $4.50c lottos. no other reason than nostalgia and some heavy OI
CCL - $29c this is also a lotto play for me. The other cruise stocks did not fair well
So basically all of these are lottos

# Today is Thursday, the 18th of December
## Upcoming events for Thursday, December 18th
- Stock splits:
- ABQQ @ **1:2000**
- DFLI @ **1:10**
- MFGCF @ **1:2**
- MNTS @ **1:18**
- PAVS @ **1:100**
- NOW @ **5:1**
- Expected earnings:
ACN, ASST, AVO, AXIA, AXIA^, BB, BIRK, BTCT, CIO, CMBM, CTAS, DRI, ENGN, FCEL, FDS, FDX, GHG, GTIM, HEI, HEI.A, ILLR, ISOU, ISSC, KBH, KIDZ, KMX, LASE, LPL, MAXN, MOBX, NBP, NFE, NHIC, NKE, NNE, SCHL, UXIN, YJ, ZBAI
- Ex-div:
AGMI, ASO, AUMI, BND, BNDW, BNDX, BOTT, CLOD, COPJ, COPP, CZAR, ELFY, GBUG, GLDY, GSIB, HBAN, HWAY, KLIC, LGCF, LGRO, LITP, METL, MYCF, MYCG, MYCH, MYCI, MYCJ, MYCK, MYCL, MYCM, MYCN, MYCO, MYMF, MYMG, MYMH, MYMI, MYMJ, MYMK, NATO, NCPB, NIKL, NPFI, NRIM, NSCR, NUSB, PSKY, QQQY, REIT, SETM, SLVR, SMCF, SPAM, SWBI, THRV, TXUE, TXUG, ULTI, URNJ, USOY, USRD, VBIL, VCIT, VCLT, VCRB, VCSH, VGIT, VGLT, VGSH, VGUS, VMBS, VPLS, VTC, VTIP, VWOB, WISE, YQQQ
- Economic events and announcements:
- 20-Year Bond Auction (actual: 4.798%, previous: 4.706%)
- Crude Oil Imports (actual: -0.719M, previous: 0.212M)
- Crude Oil Inventories (actual: -1.274M, consensus: -2.400M, previous: -1.812M)
- Cushing Crude Oil Inventories (actual: -0.742M, previous: 0.308M)
- Distillate Fuel Production (actual: -0.228M, previous: 0.380M)
- EIA Refinery Crude Runs (actual: 0.128M, previous: -0.016M)
- EIA Weekly Distillates Stocks (actual: 1.712M, consensus: 1.200M, previous: 2.502M)
- EIA Weekly Refinery Utilization Rates (actual: 0.3%, previous: 0.4%)
- FOMC Member Bostic Speaks
- FOMC Member Williams Speaks
- Fed Waller Speaks
- Gasoline Inventories (actual: 4.808M, consensus: 2.100M, previous: 6.397M)
- Gasoline Production (actual: 0.033M, previous: -0.178M)
- Heating Oil Stockpiles (actual: 0.267M, previous: 0.442M)
- MBA 30-Year Mortgage Rate (actual: 6.38%, previous: 6.33%)
- MBA Mortgage Applications (actual: -3.8%, previous: 4.8%)
- MBA Purchase Index (actual: 176.5, previous: 181.6)
- Mortgage Market Index (actual: 315.6, previous: 327.9)
- Mortgage Refinance Index (actual: 1,148.3, previous: 1,190.6)
- U.S. President Trump Speaks
## Upcoming events for Friday, December 19th
- Stock splits:
- KLBAY @ **101:100**
- MLGF @ **105:100**
- Expected earnings:
CAG, CCL, CLRO, CUK, FGMC, FRSX, GWAV, LW, NAMM, PAYX, PMCB, SCNI, SVRN, USBC, WGO, YYAI
- Ex-div:
CHMG, FDUS, HLNE, HOFT, OFLX, OFS, PCAR, RBCAA, VIRC
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.610%)
- 8-Week Bill Auction (previous: 3.610%)
- CPI (consensus: 0.3%, previous: 0.3%)
- CPI (consensus: 3.1%, previous: 3.0%)
- CPI Index, n.s.a. (consensus: 325.13, previous: 324.80)
- CPI Index, s.a (previous: 324.37)
- CPI, n.s.a (previous: 0.25%)
- Cleveland CPI (previous: 0.2%)
- Continuing Jobless Claims (consensus: 1,930K, previous: 1,838K)
- Core CPI (consensus: 0.3%, previous: 0.2%)
- Core CPI (consensus: 3.0%, previous: 3.0%)
- Core CPI Index (previous: 330.54)
- Fed's Balance Sheet (previous: 6,539B)
- Initial Jobless Claims (consensus: 224K, previous: 236K)
- Jobless Claims 4-Week Avg. (previous: 216.75K)
- KC Fed Composite Index (previous: 8)
- KC Fed Manufacturing Index (previous: 18)
- Natural Gas Storage (consensus: -176B, previous: -177B)
- Overall Net Capital Flow (previous: 190.10B)
- Philadelphia Fed Manufacturing Index (consensus: 2.5, previous: -1.7)
- Philly Fed Business Conditions (previous: 49.6)
- Philly Fed CAPEX Index (previous: 26.70)
- Philly Fed Employment (previous: 6.0)
- Philly Fed New Orders (previous: -8.6)
- Philly Fed Prices Paid (previous: 56.10)
- Real Earnings (previous: -0.1%)
- Reserve Balances with Federal Reserve Banks (previous: 2.974T)
- TIC Net Long-Term Transactions (consensus: 122.7B, previous: 179.8B)
- TIC Net Long-Term Transactions including Swaps (previous: 179.80B)
- US Foreign Buying, T-bonds (previous: 25.50B)
## Upcoming events for Saturday, December 20th
- Economic events and announcements:
- CB Employment Trends Index (previous: 106.84)
- CFTC Aluminium speculative net positions (previous: -2.1K)
- CFTC Copper speculative net positions (previous: 43.6K)
- CFTC Corn speculative net positions (previous: 58.7K)
- CFTC Crude Oil speculative net positions (previous: 55.0K)
- CFTC Gold speculative net positions (previous: 204.6K)
- CFTC Nasdaq 100 speculative net positions (previous: 57.4K)
- CFTC Natural Gas speculative net positions (previous: -138.4K)
- CFTC S&P 500 speculative net positions (previous: -155.3K)
- CFTC Silver speculative net positions (previous: 32.2K)
- CFTC Soybeans speculative net positions (previous: 239.8K)
- CFTC Wheat speculative net positions (previous: -35.4K)
- Core PCE Price Index (previous: 0.2%)
- Core PCE Price Index (previous: 2.8%)
- Dallas Fed PCE (previous: 1.90%)
- Existing Home Sales (consensus: 4.15M, previous: 4.10M)
- Existing Home Sales (previous: 1.2%)
- FOMC Member Williams Speaks
- Michigan 1-Year Inflation Expectations (consensus: 4.1%, previous: 4.1%)
- Michigan 5-Year Inflation Expectations (consensus: 3.2%, previous: 3.2%)
- Michigan Consumer Expectations (consensus: 55.0, previous: 55.0)
- Michigan Consumer Sentiment (consensus: 53.5, previous: 53.3)
- Michigan Current Conditions (consensus: 50.7, previous: 50.7)
- PCE Price index (previous: 2.8%)
- PCE price index (previous: 0.3%)
- Personal Income (previous: 0.4%)
- Personal Spending (previous: 0.3%)
- Real Personal Consumption (previous: 0.0%)
- U.S. Baker Hughes Oil Rig Count (previous: 414)
- U.S. Baker Hughes Total Rig Count (previous: 548)
^^^^2025-12-18

BIRK was an omen for NKE it seems. In other news, KBH puts were such an easy choice. Glad I bought it!

I'm doing the following. I've had about a 65% win rate so far with earning plays but all of these can bust tomorrow so.....
nke calls - I sold my god damn $70c strike ones this morning and bought $68c in their place. IV is pretty high but I wasn't gonna make anything on those $70cs. Honestly I should have not bought back in. This looks like a lotto play.
KBH - $60p - Lennar and Toll both dumped so the smaller fry KBH probably will not perform as well with margins and housing growth.
BB - $4.50c lottos. no other reason than nostalgia and some heavy OI
CCL - $29c this is also a lotto play for me. The other cruise stocks did not fair well
So basically all of these are lottos

# Today is Thursday, the 18th of December
## Upcoming events for Thursday, December 18th
- Stock splits:
- ABQQ @ **1:2000**
- DFLI @ **1:10**
- MFGCF @ **1:2**
- MNTS @ **1:18**
- PAVS @ **1:100**
- NOW @ **5:1**
- Expected earnings:
ACN, ASST, AVO, AXIA, AXIA^, BB, BIRK, BTCT, CIO, CMBM, CTAS, DRI, ENGN, FCEL, FDS, FDX, GHG, GTIM, HEI, HEI.A, ILLR, ISOU, ISSC, KBH, KIDZ, KMX, LASE, LPL, MAXN, MOBX, NBP, NFE, NHIC, NKE, NNE, SCHL, UXIN, YJ, ZBAI
- Ex-div:
AGMI, ASO, AUMI, BND, BNDW, BNDX, BOTT, CLOD, COPJ, COPP, CZAR, ELFY, GBUG, GLDY, GSIB, HBAN, HWAY, KLIC, LGCF, LGRO, LITP, METL, MYCF, MYCG, MYCH, MYCI, MYCJ, MYCK, MYCL, MYCM, MYCN, MYCO, MYMF, MYMG, MYMH, MYMI, MYMJ, MYMK, NATO, NCPB, NIKL, NPFI, NRIM, NSCR, NUSB, PSKY, QQQY, REIT, SETM, SLVR, SMCF, SPAM, SWBI, THRV, TXUE, TXUG, ULTI, URNJ, USOY, USRD, VBIL, VCIT, VCLT, VCRB, VCSH, VGIT, VGLT, VGSH, VGUS, VMBS, VPLS, VTC, VTIP, VWOB, WISE, YQQQ
- Economic events and announcements:
- 20-Year Bond Auction (actual: 4.798%, previous: 4.706%)
- Crude Oil Imports (actual: -0.719M, previous: 0.212M)
- Crude Oil Inventories (actual: -1.274M, consensus: -2.400M, previous: -1.812M)
- Cushing Crude Oil Inventories (actual: -0.742M, previous: 0.308M)
- Distillate Fuel Production (actual: -0.228M, previous: 0.380M)
- EIA Refinery Crude Runs (actual: 0.128M, previous: -0.016M)
- EIA Weekly Distillates Stocks (actual: 1.712M, consensus: 1.200M, previous: 2.502M)
- EIA Weekly Refinery Utilization Rates (actual: 0.3%, previous: 0.4%)
- FOMC Member Bostic Speaks
- FOMC Member Williams Speaks
- Fed Waller Speaks
- Gasoline Inventories (actual: 4.808M, consensus: 2.100M, previous: 6.397M)
- Gasoline Production (actual: 0.033M, previous: -0.178M)
- Heating Oil Stockpiles (actual: 0.267M, previous: 0.442M)
- MBA 30-Year Mortgage Rate (actual: 6.38%, previous: 6.33%)
- MBA Mortgage Applications (actual: -3.8%, previous: 4.8%)
- MBA Purchase Index (actual: 176.5, previous: 181.6)
- Mortgage Market Index (actual: 315.6, previous: 327.9)
- Mortgage Refinance Index (actual: 1,148.3, previous: 1,190.6)
- U.S. President Trump Speaks
## Upcoming events for Friday, December 19th
- Stock splits:
- KLBAY @ **101:100**
- MLGF @ **105:100**
- Expected earnings:
CAG, CCL, CLRO, CUK, FGMC, FRSX, GWAV, LW, NAMM, PAYX, PMCB, SCNI, SVRN, USBC, WGO, YYAI
- Ex-div:
CHMG, FDUS, HLNE, HOFT, OFLX, OFS, PCAR, RBCAA, VIRC
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.610%)
- 8-Week Bill Auction (previous: 3.610%)
- CPI (consensus: 0.3%, previous: 0.3%)
- CPI (consensus: 3.1%, previous: 3.0%)
- CPI Index, n.s.a. (consensus: 325.13, previous: 324.80)
- CPI Index, s.a (previous: 324.37)
- CPI, n.s.a (previous: 0.25%)
- Cleveland CPI (previous: 0.2%)
- Continuing Jobless Claims (consensus: 1,930K, previous: 1,838K)
- Core CPI (consensus: 0.3%, previous: 0.2%)
- Core CPI (consensus: 3.0%, previous: 3.0%)
- Core CPI Index (previous: 330.54)
- Fed's Balance Sheet (previous: 6,539B)
- Initial Jobless Claims (consensus: 224K, previous: 236K)
- Jobless Claims 4-Week Avg. (previous: 216.75K)
- KC Fed Composite Index (previous: 8)
- KC Fed Manufacturing Index (previous: 18)
- Natural Gas Storage (consensus: -176B, previous: -177B)
- Overall Net Capital Flow (previous: 190.10B)
- Philadelphia Fed Manufacturing Index (consensus: 2.5, previous: -1.7)
- Philly Fed Business Conditions (previous: 49.6)
- Philly Fed CAPEX Index (previous: 26.70)
- Philly Fed Employment (previous: 6.0)
- Philly Fed New Orders (previous: -8.6)
- Philly Fed Prices Paid (previous: 56.10)
- Real Earnings (previous: -0.1%)
- Reserve Balances with Federal Reserve Banks (previous: 2.974T)
- TIC Net Long-Term Transactions (consensus: 122.7B, previous: 179.8B)
- TIC Net Long-Term Transactions including Swaps (previous: 179.80B)
- US Foreign Buying, T-bonds (previous: 25.50B)
## Upcoming events for Saturday, December 20th
- Economic events and announcements:
- CB Employment Trends Index (previous: 106.84)
- CFTC Aluminium speculative net positions (previous: -2.1K)
- CFTC Copper speculative net positions (previous: 43.6K)
- CFTC Corn speculative net positions (previous: 58.7K)
- CFTC Crude Oil speculative net positions (previous: 55.0K)
- CFTC Gold speculative net positions (previous: 204.6K)
- CFTC Nasdaq 100 speculative net positions (previous: 57.4K)
- CFTC Natural Gas speculative net positions (previous: -138.4K)
- CFTC S&P 500 speculative net positions (previous: -155.3K)
- CFTC Silver speculative net positions (previous: 32.2K)
- CFTC Soybeans speculative net positions (previous: 239.8K)
- CFTC Wheat speculative net positions (previous: -35.4K)
- Core PCE Price Index (previous: 0.2%)
- Core PCE Price Index (previous: 2.8%)
- Dallas Fed PCE (previous: 1.90%)
- Existing Home Sales (consensus: 4.15M, previous: 4.10M)
- Existing Home Sales (previous: 1.2%)
- FOMC Member Williams Speaks
- Michigan 1-Year Inflation Expectations (consensus: 4.1%, previous: 4.1%)
- Michigan 5-Year Inflation Expectations (consensus: 3.2%, previous: 3.2%)
- Michigan Consumer Expectations (consensus: 55.0, previous: 55.0)
- Michigan Consumer Sentiment (consensus: 53.5, previous: 53.3)
- Michigan Current Conditions (consensus: 50.7, previous: 50.7)
- PCE Price index (previous: 2.8%)
- PCE price index (previous: 0.3%)
- Personal Income (previous: 0.4%)
- Personal Spending (previous: 0.3%)
- Real Personal Consumption (previous: 0.0%)
- U.S. Baker Hughes Oil Rig Count (previous: 414)
- U.S. Baker Hughes Total Rig Count (previous: 548)
^^^^2025-12-18