Recent content by Rirruto

Good posting. I think the absolute pie in the sky scenario is that we tariff China at 10%. The UK non-deal that we call a deal shows that. Do you think that's good for stocks in the short and medium term? I know I'm a doomer, but I don't think that the market has adequately priced in 10%...

Youtube rules also. Great point.

I'm still short the market. But I love Alphabet only because of Waymo. If the market acts like I suspect it will, I'm loading up on Meta and Alphabet. I hate their core products. Facebook and Google search suck so bad it is not worth talking about. If I could leverage my next 50 years of salary...

:thumbup: My puts are all later summer to December. They are pricey, but it's fire insurance on a house that's currently ablaze. The current market is almost entirely propped up by retail investors. This is not some appeal to authority or statement that those with Bloomberg terminals are...

Used a green market day to make some strategic SPY put buys. I think if there's some kind of deal announced in the next week or so with a country that just gets us back to where we were with them but causes a huge market spike, I'm actually going to commit fully my gambling account to SPY puts...

Like a lot of other news recently, this is going to cause an increase on auto stocks when people don't really understand what exactly is happening. There's still going to be 25% tariffs on imported autos and 25% imported auto parts. So is this better than before? Yes. Is it ultimately that...

Rumors of trade deal with Vietnam running wild on social media. Looks like it's totally speculation based on some clothing company/retailers having heavy trade interest before market close. Levi, Gap, Nike were vibing at the close. The past few market runups have seen heavy signs of insider...

I've been boosting gold for several pages, and even I agree with this. I closed my calls at +95%. I was confident the price would increase, but I'd be shopping for a beach house if I had any clue it would go this high this fast.

Things I'm interested in: 1. The Meta anti-trust trial. I think Facebook sucks as a product and Instagram is AMAZINNG. Really hope insta gets spun off. I'm not sure I buy the government's theory of the case, but I'm hoping. Zuck et al clearly and unequivocally engaged in anti-competitive...

I went full paper hands on my May SPY puts. Part of that was to lock in an acceptable profit, part was because I fear retail’s ability to continue propping up the market, and part because I expect a smattering of trade deals that no one reads beyond the headline. Just as with the “pause” there...

An awesome day to be short the market and long gold.

Thoughts and prayers to hodlers. A super bad beat. But the news requires a "license" to sell H20 AI accelerators to China. Maybe Jensen can finesse some licenses?

Yikes.

Nothing fancy. I have some short SPY contracts expiring May 30. I think that was a bad bet. There might not be enough time for the bad news to come out. Strike is $532 and it's trading at $537. Some deeper cuts expiring in December that I like a lot better. Also, bought some calls on a gold ETF...

No one should follow me. I held NVIDIA for years (SMART!!!). Sold it during the first rumors of tariffs to buy gold (SMART!!!). Sold a big stake in gold literally the night before gold had the largest percentage daily gain in its history. Gold has been around since before humanity. I'm a dum...