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The offices of Frank Cruz is at total bs website.  They have a place there to report fraudulent companies.  When I tried to complain about Cruz himself being fraudulent, it wouldn't accept any info cause captcha said site not legit.

Now if we only had some attorney's on the board that knew how to contact that bar association and report imposters, that would be swell.

 
I love how we’re in the middle of states starting to shut down again but the market jumps on a jobs report. I thought the market was forward looking? This is nuts. 
 

Go CYDY!

 
Sand said:
Hate that stock.  Objectively one of the worst large caps out there.  Has literally done nothing for 20+ years in a world hungry for new pharma.
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Agree. My grandfather made oodles of money over the course of his career working as an executive there, not so much in salary but in saving up tons of PFE stock and options.  Made a small fortune, which the entire extended family has benefitted from. But since he passed away, it’s don’t nothing but sat still. Been telling family for years to sell it off and get basically anything else. 

 
CR69 said:
I love how we’re in the middle of states starting to shut down again but the market jumps on a jobs report. I thought the market was forward looking? This is nuts. 
 

Go CYDY!
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Agreed, I’m looking to buy some SPY puts heading into the long weekend. 

 
pecorino said:
Agreed, I’m looking to buy some SPY puts heading into the long weekend. 
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I’ve been hesitant to buy puts on SPY because the tech companies are doing so well but seeing airlines, casinos and cruises up this morning is blowing my mind. 

 
Sand said:
My response wasn't aimed at working conditions, but monetary effects on GDP and the implications for equities.  IMO, not good.

Since this is the stock thread I'm keeping my comments apolitical and reflective of equities and equities only.
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So, what apolitical theory has consumers with more liquidity as a negative.  On the edge of my seat.

 
The treasury announced loan agreements with five airlines and they all go up? How is that a good thing lol?

 
CR69 said:
The treasury announced loan agreements with five airlines and they all go up? How is that a good thing lol?
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Long story short is they have cash.  Can always continue to operate so long as you have cash on hand which means no bankruptcy..... at least until you run out of cash again.

 
I'm not ready for options, but I will probably buy some flavor of short leveraged ETF at the close. Just a hunch, I should not be tailed.

 
CR69 said:
I love how we’re in the middle of states starting to shut down again but the market jumps on a jobs report. I thought the market was forward looking? This is nuts. 
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My mantra is that the market can stay irrational longer than I can stay solvent.

Odds are it's a lot of folks looking to play the short term, expecting more cash infusions by the government, and some day-to-week trades.  They'll all start jumping out if/when things get bad economically again.  When that happens from a stock market perspective is anyone's guess...I surely have no clue.

 
Golf Guy 69 said:
So, what apolitical theory has consumers with more liquidity as a negative.  On the edge of my seat.
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I posted it.  UBI would be hideously expensive and balloon the US debt.  The higher debt to GDP gets the lower the growth rate we get.

CR69 said:
The treasury announced loan agreements with five airlines and they all go up? How is that a good thing lol?
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Viability?

 
The Ref said:
Long story short is they have cash.  Can always continue to operate so long as you have cash on hand which means no bankruptcy..... at least until you run out of cash again.
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Yep. I would never invest in airlines but the key to their stock is solvency. Everyone knows they aren’t making much money now but the stock is based on whether they go bankrupt or not or if CYDY comes through!

 
adonis said:
My mantra is that the market can stay irrational longer than I can stay solvent.

Odds are it's a lot of folks looking to play the short term, expecting more cash infusions by the government, and some day-to-week trades.  They'll all start jumping out if/when things get bad economically again.  When that happens from a stock market perspective is anyone's guess...I surely have no clue.
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I get it, just love how apparently everything is priced in.

Sand said:
I posted it.  UBI would be hideously expensive and balloon the US debt.  The higher debt to GDP gets the lower the growth rate we get.

Viability?
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Yeah they’re doing so well they need a loan! Stonks go up!

 
What kind of leveraged bear plays are out there? 
 

TAIL has been discussed but isn't leveraged AFAIK? 
 

TZA is 3x Bear Small Cap (Russell?) 

 
Not to sound like a conspiracy theorist---as the market going up is great for me (and I'm not complaining)---but just based on the relatively large network of friends that I have (many of which are business owners)--this job report does not seem at all in line with with what is going on.   I know of lots of people that are not coming back to work and are milking that extra 600/week until the government pulls the plug on that program. I know of many big and small businesses that had to permanently lay off people due to going out of business.  I also know of many businesses that brought back some employees but only for half the number of work hours that they were getting pre-covid.  I am fully aware that my network of friends is a tiny sample size relatively--but something seems very fishy about these job reports that indicate booming employment numbers. 

 
jvdesigns2002 said:
Not to sound like a conspiracy theorist---as the market going up is great for me (and I'm not complaining)---but just based on the relatively large network of friends that I have (many of which are business owners)--this job report does not seem at all in line with with what is going on.   I know of lots of people that are not coming back to work and are milking that extra 600/week until the government pulls the plug on that program. I know of many big and small businesses that had to permanently lay off people due to going out of business.  I also know of many businesses that brought back some employees but only for half the number of work hours that they were getting pre-covid.  I am fully aware that my network of friends is a tiny sample size relatively--but something seems very fishy about these job reports that indicate booming employment numbers. 
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Maybe the impact of PPE

 
[icon] said:
TAIL has been discussed but isn't leveraged AFAIK? 
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I posted a while back a graph of this issue and what it actually did.  I found it had a negative correlation with the market to the tune of about -0.5 x S&P.  It had lots of scatter around that line, and most importantly, didn't really have an appropriate response on the truly awful days that protected from a tail event.

I remain confused as to why this is recommended here. 

 
jvdesigns2002 said:
Not to sound like a conspiracy theorist---as the market going up is great for me (and I'm not complaining)---but just based on the relatively large network of friends that I have (many of which are business owners)--this job report does not seem at all in line with with what is going on.   I know of lots of people that are not coming back to work and are milking that extra 600/week until the government pulls the plug on that program. I know of many big and small businesses that had to permanently lay off people due to going out of business.  I also know of many businesses that brought back some employees but only for half the number of work hours that they were getting pre-covid.  I am fully aware that my network of friends is a tiny sample size relatively--but something seems very fishy about these job reports that indicate booming employment numbers. 
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The job numbers definitely aren't reflecting where we are right now.  They're probably reflecting the height of optimism of re-opening.  

 
Started a standard TZA position and collected my ~10% SPXL gains over the last few days. 

 
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Trimmed 20% of DKNG at 35 for a tiny profit. I'm sure it'll be rolled into something by the end of the day.

The answer was itself @ 33.65

 
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[icon] said:
What kind of leveraged bear plays are out there? 
 

TAIL has been discussed but isn't leveraged AFAIK? 
 

TZA is 3x Bear Small Cap (Russell?) 
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These are the ones I follow the most. 

TZA for Russell Bear 3x

SPXS for S&P 500 Bear 3x

SQQQ for Nasdaq 100 Bear 3x 

Pick any poison and you'll probably find it here:  Leveraged ETFs

 
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BassNBrew said:
Maybe the impact of PPE
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I'm sure it plays a part--but the vast majority of small businesses (and small businesses are hugely involved in employment numbers) did not get PPE.  Only 20% of businesses that applied for it in my sector actually got it--and we didn't get it even though we applied in the first 4 hours of it becomming available to apply for.  Our small business has a total of 7 employees--and we need everybody to come back to work--yet we have 2 employees that are riding out the 600/week until they can.   We are in the retail sector and I know lots of other business owners in our sector that have dissolved or are having the same employment challenges. Overall--I think that if the reported numbers are true--we should all be thrilled (myself included)---but literally nobody I know in the business sector describes employment scenarios that the last couple jobs reports seem to indicate.   They don't seem to be in line with what is really happening.  Regardless--there's nothing we can do about it--but it seems like the numbers they are releasing might be manipulated or engineered.  

 
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Breezy H2O said:
DHT is a better buy now than it will be again over the next 5 years. I know that's true about most stocks but this one I feel very emphatic about.

All these guys do is print cash and dish out huge ### dividends.
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Last 2 quarters have had nice dividends, but looking back at their history they have taken quarters (or years) off and prior to that had a much smaller dividend.  Obviously prices are good now but what gives you confidence that the recent dividends would continue?

 
jvdesigns2002 said:
I'm sure it plays a part--but the vast majority of small businesses (and small businesses are hugely involved in employment numbers) did not get PPE.  Only 20% of businesses that applied for it in my sector actually got it--and we didn't get it even though we applied in the first 4 hours of it becomming available to apply for.  Our small business has a total of 7 employees--and we need everybody to come back to work--yet we have 2 employees that are riding out the 600/week until they can.   We are in the retail sector and I know lots of other business owners in our sector that have dissolved or are having the same employment challenges. Overall--I think that if the reported numbers are through--we should all be thrilled (myself included)---but literally nobody I know in the business sector describes employment scenarios that the last couple jobs reports seem to indicate.   They don't seem to be in line with what is really happening.  Regardless--there's nothing we can do about it--but it seems like the numbers they are releasing might be manipulated or engineered.  
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I have a good friend that is furious about the $600 a week kicker.  His company offered furloughs to anyone who wanted it due to covid.  He's basically doing the job of 2.5 people and his boss is giving him hell for unstacked shelves.  He's too busy helping customers to work on the shelves.  They have been trying to hire people but no one wants to work.  He's a lead (retail) and those people under him who took furlough are making more than him now.  I agree with a lot of what @Golf Guy 69 says, but the current tickle up approach isn't working any better than the tickle down approach.  

 
Breezy H2O said:
DHT is a better buy now than it will be again over the next 5 years. I know that's true about most stocks but this one I feel very emphatic about.

All these guys do is print cash and dish out huge ### dividends.
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BassNBrew said:
Sold half my DFS.  It was up about 6% today.  Will look to add under $50
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I actually sold my DFS ($51) from my 12yo's college account and bought DHT ($5.17).  ~15% of his account.

 
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Sold out of GOLD at 26.6.  Didn’t have a lot but may look to get it if it falls back towards 23.

Anyone in FMCI or OPES and if so what’s your strategy around these SPACs?

 
Lacey said:
Sold out of GOLD at 26.6.  Didn’t have a lot but may look to get it if it falls back towards 23.

Anyone in FMCI or OPES and if so what’s your strategy around these SPACs?
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Still holding FMCI and OPES and planning to stay long.   Not big positions so I've sort of just tucked them aside, but also not looking to add more either.  

 
beef said:
Still holding FMCI and OPES and planning to stay long.   Not big positions so I've sort of just tucked them aside, but also not looking to add more either.  
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We still think there is room to run on OPES? That's already been quite the bump 

 
FreeBaGeL said:
Yeah it's a tough call.  Current warrant value is $33 AH which with the exercise price puts it at the equivalent of about $44.5 per share.  Current actual share price is $65.  So the stock could drop around 30% and we'd still be basically break even with where we are for selling the warrants right now.

Obviously it could potentially drop a lot more than 30%, who knows.  7/17 put premiums imply an expected share price of around $40-$45 by July 17.

The upside is if the PIPE investors don't sell off en masse then with the crazy borrow rates this thing could squeeze into huge upside.  Huge risk along with it though.

I'm not sure if there are any comps out there with other stocks where PIPE shares took up such a large percentage of available float and what happened when those shares unlocked.  I haven't been able to find any.
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Up big again today.  Think I am cutting bait... if I had any idea about the company's longterm viability, I'd hold.  But I don't, this was just a game for me to learn from.

 
[icon] said:
Have not dabbled in calls yet, worried I'm going to end up like RH kid losing 100k and blowing my head off :lol:  
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So that was 100% an issue with the RH UI. That kid was actually up, just the other side of the trade hadn’t completed yet. 
 

I’ve enjoyed learning options over the last couple of months but it’s definitely not for the faint of heart lol. 

 
Had a buy order in on SOLO yesterday if it hit 2.01.   Its low was 2.05.

Nice lesson to not squabble over a few pennies.

Its at 3.27 today.   

 
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