Sand
Footballguy
And, for sure the XLU call. I'm coming up to a year of purchasing that after Todem mentioned it was really dumping and it's up 44% this last year. That's kind of crazy to think about for a basket of utility stocks.
Fantasy Football - Footballguys Forums
Welcome to Our Forums. Once you've registered and logged in, you're primed to talk football, among other topics, with the sharpest and most experienced fantasy players on the internet.
Stock Thread (6 Viewers)
- Thread starter St. Louis Bob
- Start date
SFBayDuck
Footballguy
And, for sure the XLU call. I'm coming up to a year of purchasing that after Todem mentioned it was really dumping and it's up 44% this last year. That's kind of crazy to think about for a basket of utility stocks.
They had a segment earlier today on CNBC about the outperformance of utilities. SELL! SELL! SELL!
Harry Frogfish
Footballguy
Thinking similarly, I watched some tech guy go through his list of companies that will do the "cooling" of these data centers. Each had their pitfalls among their processes and I guess the (his) short term goal was owning quite a few of them. Or at least doing so until it becomes more clear what direction the biggies will be going in all this.
For a simple example of pitfalls, companies that use liquid or gel for cooling were constrained by the sheer amount of weight it takes to do so. Basically, that type of process could not be used in higher buildings, due to the weight. So clearly, those types of centers needed tons of land to spread out over. Lateral instead of vertical, duh. Again, very simply stated and only one example but it was an interesting topic which seemed to be in somewhat of a nascent stage, to a degree anyway. Thus the intrigue.
In the end, he of course threw out some names and I added them to a watchlist but will have to go back and look at who they were. Can't remember one, ha!
I assume someone here will be able to post the major players. Actually, I'm sure they have already. Would like to see that again.
SFBayDuck
Footballguy
General Malaise
Footballguy
I definitely do think a nuclear Renaissance is in our future but right now, uranium prices are drifting lower and supply doesn't seem to be constrained at all. Still like DNN as a uranium play, but I'm out of all U names right now.
Penguin
Footballguy
we've been bouncing up and down but we're getting close to the downturn, it's only weeks away
Todem
Footballguy
Another 10% correction is par for the course.....but do not fight the Fed.
They are telegraphing at least another .50 basis points before year end and another 1.00 before year end 2025.
The market is now starting to price that in. Small Caps are gonna fly after lagging for years.
identikit
Footballguy
Lomez
Footballguy
Todem
Footballguy
S
Swim at your own risk with that!!!
Sand
Footballguy
Giggitty!
identikit
Footballguy
Yeah, I meant it more as a question for anyone....
Thanks for the other fund options
SFBayDuck
Footballguy
Pretty good ETF resource here: https://www.paulmerriman.com/best-in-class-etf-recommendations#gsc.tab=0
Nugget
Footballguy
I jumped in for a quick dip. TNA was built for Q4 of election years. Who doesn’t want to help small business! Will likely double down if it drops under 40.
steelerfan1
Footballguy
just 5 minutes ago i said to my co-worker, this can't keep going like this....can it?
Sand
Footballguy
The markets can stay irrational a long time (if you even think these markets are irrational). Stocks tend to do well in a decreasing inflation environment and we certainly have that.
In other news, it looks like the most brilliant investor in human history - yes, we're talking about Paul Pelosi - sold V just before the DOJ filed an antitrust action against them. Damn, he's just that good.
Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit
Visa, the global payment network that facilitates credit and debit transactions, could be named in a federal antitrust lawsuit as early as Tuesday.
nypost.com
FreeBaGeL
Footballguy
The markets can stay irrational a long time (if you even think these markets are irrational). Stocks tend to do well in a decreasing inflation environment and we certainly have that.
In other news, it looks like the most brilliant investor in human history - yes, we're talking about Paul Pelosi - sold V just before the DOJ filed an antitrust action against them. Damn, he's just that good.
Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit
Visa, the global payment network that facilitates credit and debit transactions, could be named in a federal antitrust lawsuit as early as Tuesday.
Why is he the most brilliant investor in human history? He trades almost exclusively tech (mostly big tech) and his returns over the last 10 years are basically identical to QQQ. If he's the most brilliant investor in history surely he could at least beat the market at a bare minimum?
Sand
Footballguy
We really need a dripping sarcasm emoji. Maybe we can put that in place of the laughing one?The markets can stay irrational a long time (if you even think these markets are irrational). Stocks tend to do well in a decreasing inflation environment and we certainly have that.
In other news, it looks like the most brilliant investor in human history - yes, we're talking about Paul Pelosi - sold V just before the DOJ filed an antitrust action against them. Damn, he's just that good.
Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit
Visa, the global payment network that facilitates credit and debit transactions, could be named in a federal antitrust lawsuit as early as Tuesday.
Why is he the most brilliant investor in human history? He trades almost exclusively tech (mostly big tech) and his returns over the last 10 years are basically identical to QQQ. If he's the most brilliant investor in history surely he could at least beat the market at a bare minimum?
Todem
Footballguy
I swear man…..when are these two going to be indicted for insider trading. It’s ****ing comical at this point. And quite frankly the fact it is so brazen is disgusting and embarrassing.The markets can stay irrational a long time (if you even think these markets are irrational). Stocks tend to do well in a decreasing inflation environment and we certainly have that.
In other news, it looks like the most brilliant investor in human history - yes, we're talking about Paul Pelosi - sold V just before the DOJ filed an antitrust action against them. Damn, he's just that good.
Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit
Visa, the global payment network that facilitates credit and debit transactions, could be named in a federal antitrust lawsuit as early as Tuesday.
Todem
Footballguy
Check out his wife’s returns. She has destroyed the indexes.The markets can stay irrational a long time (if you even think these markets are irrational). Stocks tend to do well in a decreasing inflation environment and we certainly have that.
In other news, it looks like the most brilliant investor in human history - yes, we're talking about Paul Pelosi - sold V just before the DOJ filed an antitrust action against them. Damn, he's just that good.
Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit
Visa, the global payment network that facilitates credit and debit transactions, could be named in a federal antitrust lawsuit as early as Tuesday.
Why is he the most brilliant investor in human history? He trades almost exclusively tech (mostly big tech) and his returns over the last 10 years are basically identical to QQQ. If he's the most brilliant investor in history surely he could at least beat the market at a bare minimum?
Sideshow Bob
Footballguy
Our little tin miner is chugging the cheap money juice. @General Malaise
kevzilla
Footballguy
My other wild-eyed speculation (MP Materials) is beating the brakes off it this week, with even less justification.
ConstruxBoy
Kate's Daddy
In there with you. Rare Earth just sounds cool.
⚡DEADHEAD⚡
Footballguy
Lomez
Footballguy
Makes me twitch. Probably the PTSD from Molycorp.
Todem
Footballguy
This company has a little more run left in it. But yeah it was much more attractive in those 50’s price range.
Still a good energy play and over 4% yield here.
110-115 kinda target I would have on it.
FreeBaGeL
Footballguy
Check out his wife’s returns. She has destroyed the indexes.The markets can stay irrational a long time (if you even think these markets are irrational). Stocks tend to do well in a decreasing inflation environment and we certainly have that.
In other news, it looks like the most brilliant investor in human history - yes, we're talking about Paul Pelosi - sold V just before the DOJ filed an antitrust action against them. Damn, he's just that good.
Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit
Visa, the global payment network that facilitates credit and debit transactions, could be named in a federal antitrust lawsuit as early as Tuesday.
Why is he the most brilliant investor in human history? He trades almost exclusively tech (mostly big tech) and his returns over the last 10 years are basically identical to QQQ. If he's the most brilliant investor in history surely he could at least beat the market at a bare minimum?
No she hasn't.
Over the last 10 years she/they are up 700%. Over that same 10 year period QQQ is up...700%.
And they trade leveraged options, which means their actual picks have actually underperformed QQQ, but since they were leveraged the overall returns caught up. Buying leveraged options over the last 10 years on QQQ would have returned far more than their portfolio.
Yes they've outperformed the indexes over the subset of the last 18 months, but that makes sense given that they trade almost exclusively in tech, primarily big tech. I'm not sure if you've noticed, but the market has been pretty friendly to that kind of trader the last 18-48 months. I'm crushing the returns of the indexes over that span as well. So are most people in this thread I would guess. Any idiot trading tech has made a ton of money the last year and a half, and likely back in 2021 as well. None of us are insider trading.
FreeBaGeL
Footballguy
I swear man…..when are these two going to be indicted for insider trading. It’s ****ing comical at this point. And quite frankly the fact it is so brazen is disgusting and embarrassing.The markets can stay irrational a long time (if you even think these markets are irrational). Stocks tend to do well in a decreasing inflation environment and we certainly have that.
In other news, it looks like the most brilliant investor in human history - yes, we're talking about Paul Pelosi - sold V just before the DOJ filed an antitrust action against them. Damn, he's just that good.
Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit
Visa, the global payment network that facilitates credit and debit transactions, could be named in a federal antitrust lawsuit as early as Tuesday.
It's because there's likely nothing there other than statistical variance and confirmation bias.
I don't care about the politics of it, but I'm part of a trading group where the only thing that matters is getting an edge. No one gives a crap about what it means, if there's an edge to be had, they want it. So they looked into this.
The Pelosi's make a lot of trades, so naturally sometimes good/bad news happens not long after one of their trades. In both directions. Overall their trades are actually (far) more likely to be at odds with the DoJ than on the same side of it. Again this makes sense, because they trade mostly in big tech, and the DoJ hates big tech. So they can have 5 buys or positions that are hurt by the DoJ and no one bothers to mention it, and then as soon as one happens to line up with a DoJ announcement everyone says "Aha! I knew they were cheating!". Standard confirmation bias.
But the real kick of it is if they really are insider trading (I can't guarantee they're not), then why isn't everyone that's so sure of that rich? Because here's the thing....YOU CAN COPY THEM.
The standard response to that is that congressional trades aren't released until 80 days later and by then you may have missed the move. But this isn't true. Congressional trades have to be released AT LEAST that far in advance, but the Pelosi's typically report theirs right away. This Visa thing for instance isn't breaking news. They made that trade on July 1st, and reported it on July 2nd. People were talking about it on Reddit for weeks. Anyone could have traded it. Trust me, if it was that easy I would just be copying all of their trades. They're right there for everyone to see, almost always reported within 4-7 days, usually sooner.
But no one copies them because, like any trader, they're usually wrong and have some really big misses, but a few big winners. The vast majority of their gains were in longish term leaps on AAPL, MSFT, NVDA. Truly only the kind of stocks someone with insider knowledge could find.
Todem
Footballguy
I have deep concerns at the total lack of oversight of senators and members of congress and how they trade and some extremely curious timing on their trades.Check out his wife’s returns. She has destroyed the indexes.The markets can stay irrational a long time (if you even think these markets are irrational). Stocks tend to do well in a decreasing inflation environment and we certainly have that.
In other news, it looks like the most brilliant investor in human history - yes, we're talking about Paul Pelosi - sold V just before the DOJ filed an antitrust action against them. Damn, he's just that good.
Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit
Visa, the global payment network that facilitates credit and debit transactions, could be named in a federal antitrust lawsuit as early as Tuesday.
Why is he the most brilliant investor in human history? He trades almost exclusively tech (mostly big tech) and his returns over the last 10 years are basically identical to QQQ. If he's the most brilliant investor in history surely he could at least beat the market at a bare minimum?
No she hasn't.
Over the last 10 years she/they are up 700%. Over that same 10 year period QQQ is up...700%.
And they trade leveraged options, which means their actual picks have actually underperformed QQQ, but since they were leveraged the overall returns caught up. Buying leveraged options over the last 10 years on QQQ would have returned far more than their portfolio.
Yes they've outperformed the indexes over the subset of the last 18 months, but that makes sense given that they trade almost exclusively in tech, primarily big tech. I'm not sure if you've noticed, but the market has been pretty friendly to that kind of trader the last 18-48 months. I'm crushing the returns of the indexes over that span as well. So are most people in this thread I would guess. Any idiot trading tech has made a ton of money the last year and a half, and likely back in 2021 as well. None of us are insider trading.
Where as I can’t fart in my industry without oversight testing the level if methane and smell to make sure it’s inline.
Todem
Footballguy
More scrutiny is needed for government officials…..that’s all I am saying. I have little doubt there is funny business going on.I swear man…..when are these two going to be indicted for insider trading. It’s ****ing comical at this point. And quite frankly the fact it is so brazen is disgusting and embarrassing.The markets can stay irrational a long time (if you even think these markets are irrational). Stocks tend to do well in a decreasing inflation environment and we certainly have that.
In other news, it looks like the most brilliant investor in human history - yes, we're talking about Paul Pelosi - sold V just before the DOJ filed an antitrust action against them. Damn, he's just that good.
Nancy Pelosi’s husband sold more than $500K worth of Visa stock — just weeks before DOJ’s antitrust lawsuit
Visa, the global payment network that facilitates credit and debit transactions, could be named in a federal antitrust lawsuit as early as Tuesday.
It's because there's likely nothing there other than statistical variance and confirmation bias.
I don't care about the politics of it, but I'm part of a trading group where the only thing that matters is getting an edge. No one gives a crap about what it means, if there's an edge to be had, they want it. So they looked into this.
The Pelosi's make a lot of trades, so naturally sometimes good/bad news happens not long after one of their trades. In both directions. Overall their trades are actually (far) more likely to be at odds with the DoJ than on the same side of it. Again this makes sense, because they trade mostly in big tech, and the DoJ hates big tech. So they can have 5 buys or positions that are hurt by the DoJ and no one bothers to mention it, and then as soon as one happens to line up with a DoJ announcement everyone says "Aha! I knew they were cheating!". Standard confirmation bias.
But the real kick of it is if they really are insider trading (I can't guarantee they're not), then why isn't everyone that's so sure of that rich? Because here's the thing....YOU CAN COPY THEM.
The standard response to that is that congressional trades aren't released until 80 days later and by then you may have missed the move. But this isn't true. Congressional trades have to be released AT LEAST that far in advance, but the Pelosi's typically report theirs right away. This Visa thing for instance isn't breaking news. They made that trade on July 1st, and reported it on July 2nd. People were talking about it on Reddit for weeks. Anyone could have traded it. Trust me, if it was that easy I would just be copying all of their trades. They're right there for everyone to see, almost always reported within 4-7 days, usually sooner.
But no one copies them because, like any trader, they're usually wrong and have some really big misses, but a few big winners. The vast majority of their gains were in longish term leaps on AAPL, MSFT, NVDA. Truly only the kind of stocks someone with insider knowledge could find.
And while there are swings and misses…..I would venture to say there are things we have zero idea about that they can take advantage of.
SFBayDuck
Footballguy
Did they close some San Fernando Valley stores?
SFBayDuck
Footballguy
ohhhhhh, I did not (obviously). And now I'm waiting for the email from IT on why I googled "ky jelly and baby oil costco".
Lomez
Footballguy
R Kelly likes this 
Sideshow Bob
Footballguy
"And that's why you're not invited to the party, Tim."
McBokonon
Footballguy
anymore
⚡DEADHEAD⚡
Footballguy
Thanks Todem. Presume you're talking about OKE here. Bought a nice chunk early this morning.
General Malaise
Footballguy
Just got the visa for my boss to travel to Goma, DRC to visit the tin mines of Alphamin. He's going to take a truck down several hundred meters into the mine to see their new high grade discoveries. Should have some pretty cool tales to tell upon return, assuming he avoids all the rebels and escaped prisoners in the area.
SFBayDuck
Footballguy
Now up 26% for the week. The broader FXI up 19%. I don't own either, in fact I have been underweight China in my Int'l holdings for the past year or two. But damn is there a lot of buzz around the China trade this week. Too late, or the beginning of a longer-term trend?
ETA: 61% short interest in FXI? When is wallstreetbets going to get on this one?
Sideshow Bob
Footballguy
Gotta be like visiting the Grand Canyon.
Just got the visa for my boss to travel to Goma, DRC to visit the tin mines of Alphamin. He's going to take a truck down several hundred meters into the mine to see their new high grade discoveries. Should have some pretty cool tales to tell upon return, assuming he avoids all the rebels and escaped prisoners in the area.
*gets out of truck*
"That's tin? OK. If you say so."
*gets back in truck*
I'll take the butcher's word for it.
General Malaise
Footballguy
Gotta be like visiting the Grand Canyon.
Just got the visa for my boss to travel to Goma, DRC to visit the tin mines of Alphamin. He's going to take a truck down several hundred meters into the mine to see their new high grade discoveries. Should have some pretty cool tales to tell upon return, assuming he avoids all the rebels and escaped prisoners in the area.
*gets out of truck*
"That's tin? OK. If you say so."
*gets back in truck*
I'll take the butcher's word for it.
Oh, yeah.....this guy is wired differently than, well, most everybody I know. He is a giant rock nerd. He had a 400/Lb malachite rock shipped from the Congo to Oregon and spent well north of 10K to do it.
Plus, he writes travelogues on these that get printed in newsletters sometimes and those help with marketing and finding new investors. People apparently like reading travel stories to far away places they'd never consider visiting. His article from Kazakhstan was a banger.....fermented horse milk. Mmmmmmmmmmmmmmmmm
