Clear Rock Market ChartBook (04.12.2021 - 04.16.2021)

MARKET CHARTBOOK
April 20, 2021

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©2021 CLEAR ROCK ADVISORS, LLC. ALL RIGHTS RESERVED.
The Bad News.. COVID Infections
Source: Hong, Jinshan. “Global Covid Cases Hit Weekly Record Despite Vaccinations.” Bloomberg.com, Bloomberg, 18 Apr. 2021, www.bloomberg.com/news/articles/2021-04-19/global-covid-infections-hit-weekly-
record-despite-vaccinations?srnd=premium&sref=vuYGislZ.

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The Bad News.. Labor
Source: Liz Ann Sonders (Schwab)

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The Good News.. Retail Sales
Source: Rockeman, Olivia. “Recovery Quickens as U.S. Retail Sales Soar, Jobless Claims Ease.” Bloomberg.com, Bloomberg, 15 Apr. 2021, www.bloomberg.com/news/articles/2021-04-15/u-s-retail-sales-climb-most-since-
may-2020-in-broad-advance?srnd=premium&sref=vuYGislZ.

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The Good News.. The Reopening
Source: Luz, Andres Guerra. “In Pandemic-Era First, Driving on U.S. Highways Tops 2019 Levels.” Bloomberg.com, Bloomberg, 14 Apr. 2021, www.bloomberg.com/news/articles/2021-04-14/in-pandemic-era-first-
driving-on-u-s-highways-tops-2019-levels.

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The Good News.. Earnings
“A great start to earnings season: First-quarter earnings season is now underway and, after only one week, the
consensus estimate for first-quarter earnings growth has shot up by 600 basis points. Nice to see!” – Jurrien
Timmer (Fidelity)
Source: Jurrien Timmer (Fidelity)

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The State Of The Market.. Insiders Selling
Source: Peter Atwater

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The State Of The Market.. Lumber Prices

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Source: Callum Thomas
The State Of The Market.. Equity Issuance

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The State Of The Market.. IPOs

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The State Of The Market.. ETFs & Retail Accounts
Source: Daniel Lacalle

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The State Of The Market.. DogeCoin
Source: Ossinger, Joanna, and Vildana Haldric. “Dogecoin Frenzy Overloads Robinhood Crypto Order System.” Bloomberg.com, Bloomberg, 16 Apr. 2021, www.bloomberg.com/news/articles/2021-04-16/crypto-craze-
fuels-dogecoin-rise-from-joke-token-to-50-billion?sref=vuYGislZ.

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The State Of The Market.. DogeCoin

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The State Of The Market.. The 100M Deli
Source: McQuade, Dan. “A CNBC Reporter Ruined My Lunch Plans: A Visit To The N.J. Deli Worth $100 Million.” Defector, 19 Apr. 2021, defector.com/a-cnbc-reporter-ruined-my-lunch-plans-a-visit-to-the-n-j-deli-worth-100-million/.

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The State Of The Market.. The 100M Deli
The Kicker:
The Business:
Shell Company?
Source: McQuade, Dan. “A CNBC Reporter Ruined My Lunch Plans: A Visit To The N.J. Deli Worth $100 Million.” Defector, 19 Apr. 2021,
defector.com/a-cnbc-reporter-ruined-my-lunch-plans-a-visit-to-the-n-j-deli-worth-100-million/.
Source: LeVine, Matt. “Everyone Loves the $100 Million Deli.” Bloomberg.com,
Bloomberg, 19 Apr. 2021, www.bloomberg.com/opinion/articles/2021-04-19/everyone-
loves-the-100-million-new-jersey-deli-except-david-einhorn-knottrmb?sref=vuYGislZ.
Source: McQuade, Dan. “A CNBC Reporter Ruined My Lunch Plans: A Visit To The N.J. Deli Worth $100 Million.” Defector, 19 Apr. 2021,
defector.com/a-cnbc-reporter-ruined-my-lunch-plans-a-visit-to-the-n-j-deli-worth-100-million/.

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The State Of The Market.. The Joke Trade
Source: Maggiulli, Nick. “The Craziest Market I've Ever Seen.” Of Dollars And Data, 19 Apr. 2021, ofdollarsanddata.com/the-craziest-market-ive-ever-seen/.
- Nick Maggiulli

CONTACT US
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Our Locations:
Austin Office
9020 N. Capital of Texas Hwy
Building I, Suite 345
Austin, TX 78759
Phone: 512-735-0222
Dallas Office
4809 Cole Avenue, Suite 345
Dallas, Texas 75205
Phone: 214-923-5756
Kerrville Office
707 Hill Country Dr # 114
Kerrville, Texas 78028
Phone: 830-315-2555
Charles F. Hall, Jr.
Chairman
Phone: 210-464-1030
Email: chuck@clearrockadvisors.com
Ty Sanders
Chief Executive Officer
Phone: 512-576-1589
Email: ty@clearrockadvisors.com
Royce W. Medlin, CFA, CAIA
Chief Investment Officer
Phone: 214-923-5756
Email: royce@clearrockadvisors.com
Royce G. Itschner, CPA, CFP®
Managing Director
Phone: 830-315-2555
Email: rgi@clearrockadvisors.com
Aaron Lang
Portfolio Analyst
Phone: 469-623-1220
Email: aaron@clearrockadvisors.com
Tamra Nix
Operations Manager
Phone: 830-315-2555
Email: tamra@clearrockadvisors.com

DISCLOSURE
Clear Rock Advisors, LLC is registered with the SEC as a registered investment advisor with offices in Texas.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future
performance of any specific investment or investment strategy (including the investments and/or investment
strategies recommended and/or undertaken by Clear Rock Advisors, LLC) or any investment-related or financial
planning consulting services will be profitable, equal any corresponding indicated historical performance level(s), or
prove successful. It remains the client’s responsibility to advise Clear Rock Advisors, LLC, in writing, if there are any
changes in the client’s personal/financial situation or investment objectives for the purpose of reviewing, evaluating or
revising Clear Rock Advisors, LLC’s previous recommendations and/or services, or if the client would like to impose,
add to, or modify any reasonable restrictions to Clear Rock Advisors, LLC’s services. A copy of Clear Rock Advisors,
LLC’s current written disclosure statement discussing its advisory services and fees are available upon request.
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Clear Rock Market ChartBook (04.12.2021 - 04.16.2021)

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Clear Rock Market ChartBook (04.12.2021 - 04.16.2021)

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