Hot CPI, futures down
Yup. Market has been pretty sideways for awhile, and maybe our looming/expected correction is finally here.
Forget any cuts anytime soon. Is this a new normal with rates? It's feeling that way.
Guess we’re back?
An argument would be that the impacts of rate increases are typically felt on a long lag. Another argument would be the current level of interest rates make the housing supply issues in the country worse by discouraging home building/residential investment. The last major one is that higher interest rates than other major currencies encourage foreign inflows that make the USD stronger. A stronger USD hurts export driven parts of the economy.Hot CPI, futures down
Yup. Market has been pretty sideways for awhile, and maybe our looming/expected correction is finally here.
Forget any cuts anytime soon. Is this a new normal with rates? It's feeling that way.
What's the argument for cutting rates if the economy is actually doing well (even though, most Americans aren't happy with it)? If they cut later this year, that also mixes in politics, etc.
There are few calls for any recessions these days as well.
Why can't rates stay where they are?
I agree. I don't see rates going down since people still have and are still spending money. The economy doesn't need stimulating. It would make zero sense.Hot CPI, futures down
Yup. Market has been pretty sideways for awhile, and maybe our looming/expected correction is finally here.
Forget any cuts anytime soon. Is this a new normal with rates? It's feeling that way.
What's the argument for cutting rates if the economy is actually doing well (even though, most Americans aren't happy with it)? If they cut later this year, that also mixes in politics, etc.
There are few calls for any recessions these days as well.
Why can't rates stay where they are?
They're spending it. Whether or not they have it is another story.I agree. I don't see rates going down since people still have and are still spending money.Hot CPI, futures down
Yup. Market has been pretty sideways for awhile, and maybe our looming/expected correction is finally here.
Forget any cuts anytime soon. Is this a new normal with rates? It's feeling that way.
What's the argument for cutting rates if the economy is actually doing well (even though, most Americans aren't happy with it)? If they cut later this year, that also mixes in politics, etc.
There are few calls for any recessions these days as well.
Why can't rates stay where they are?
You’d think after 7000 times in a row of doing that and the next day tanking I’d learn. But, alas.Guess we’re back?
Obviously this is your fault.
I’m a big fan of locking in gains on options, especially near expiry. If you owned two, I might say sell one and let one ride. If you only have one, I’d close it out.A Little help plz
DJT current price $32.41
DJT $40 put
4/26 exp
Currently up 46%
I think it keeps going down, but I know with options that doesnt matter sometimes. Advice with 2 weeks left?
About to repurchase with the warThanks. Purchased as recommended and sold todaySQQQ
Iran said they consider the matter concluded. Unless Israel strikes back again, which the US would likely greatly oppose, this should die down. ImoUggg. We are about to get ****ed
Iran said they consider the matter concluded. Unless Israel strikes back again, which the US would likely greatly oppose, this should die down. ImoUggg. We are about to get ****ed
An argument would be that the impacts of rate increases are typically felt on a long lag. Another argument would be the current level of interest rates make the housing supply issues in the country worse by discouraging home building/residential investment. The last major one is that higher interest rates than other major currencies encourage foreign inflows that make the USD stronger. A stronger USD hurts export driven parts of the economy.Hot CPI, futures down
Yup. Market has been pretty sideways for awhile, and maybe our looming/expected correction is finally here.
Forget any cuts anytime soon. Is this a new normal with rates? It's feeling that way.
What's the argument for cutting rates if the economy is actually doing well (even though, most Americans aren't happy with it)? If they cut later this year, that also mixes in politics, etc.
There are few calls for any recessions these days as well.
Why can't rates stay where they are?
I think #2 is probably the most concerning. Overall though, the economy is just growing too fast to argue for a rate cut now.
Closed it right now. 100% up. WootI’m a big fan of locking in gains on options, especially near expiry. If you owned two, I might say sell one and let one ride. If you only have one, I’d close it out.A Little help plz
DJT current price $32.41
DJT $40 put
4/26 exp
Currently up 46%
I think it keeps going down, but I know with options that doesnt matter sometimes. Advice with 2 weeks left?
Was thinking about your post as I watched the 18% downhill massacre today. That stock lived between $12 and $17 for a year with the $10 Spac safety net. No reason it doesn't end up between $2 and $7 before the summer. I might dip back in then and sell on election hype.Closed it right now. 100% up. WootI’m a big fan of locking in gains on options, especially near expiry. If you owned two, I might say sell one and let one ride. If you only have one, I’d close it out.A Little help plz
DJT current price $32.41
DJT $40 put
4/26 exp
Currently up 46%
I think it keeps going down, but I know with options that doesnt matter sometimes. Advice with 2 weeks left?
I hear ya. The issue is puts are very expensive. It was at 70 when I bought $40 puts and sold when DJT was at $26.xxWas thinking about your post as I watched the 18% downhill massacre today. That stock lived between $12 and $17 for a year with the $10 Spac safety net. No reason it doesn't end up between $2 and $7 before the summer. I might dip back in then and sell on election hype.Closed it right now. 100% up. WootI’m a big fan of locking in gains on options, especially near expiry. If you owned two, I might say sell one and let one ride. If you only have one, I’d close it out.A Little help plz
DJT current price $32.41
DJT $40 put
4/26 exp
Currently up 46%
I think it keeps going down, but I know with options that doesnt matter sometimes. Advice with 2 weeks left?
I think you did about as well as you could. The puts were so expensive that they didn't leave much room for gains. I'm closing out my DJT puts with a gain of about 25% because I played it cautiously, figuring that logic's out the window with this one. Good trade on your part.I hear ya. The issue is puts are very expensive. It was at 70 when I bought $40 puts and sold when DJT was at $26.xxWas thinking about your post as I watched the 18% downhill massacre today. That stock lived between $12 and $17 for a year with the $10 Spac safety net. No reason it doesn't end up between $2 and $7 before the summer. I might dip back in then and sell on election hype.Closed it right now. 100% up. WootI’m a big fan of locking in gains on options, especially near expiry. If you owned two, I might say sell one and let one ride. If you only have one, I’d close it out.A Little help plz
DJT current price $32.41
DJT $40 put
4/26 exp
Currently up 46%
I think it keeps going down, but I know with options that doesnt matter sometimes. Advice with 2 weeks left?
any other stock I would be banking more than 100% I think going from $70 to $26. But I dont know for sure, im a dummy
Thanks manI think you did about as well as you could. The puts were so expensive that they didn't leave much room for gains. I'm closing out my DJT puts with a gain of about 25% because I played it cautiously, figuring that logic's out the window with this one. Good trade on your part.I hear ya. The issue is puts are very expensive. It was at 70 when I bought $40 puts and sold when DJT was at $26.xxWas thinking about your post as I watched the 18% downhill massacre today. That stock lived between $12 and $17 for a year with the $10 Spac safety net. No reason it doesn't end up between $2 and $7 before the summer. I might dip back in then and sell on election hype.Closed it right now. 100% up. WootI’m a big fan of locking in gains on options, especially near expiry. If you owned two, I might say sell one and let one ride. If you only have one, I’d close it out.A Little help plz
DJT current price $32.41
DJT $40 put
4/26 exp
Currently up 46%
I think it keeps going down, but I know with options that doesnt matter sometimes. Advice with 2 weeks left?
any other stock I would be banking more than 100% I think going from $70 to $26. But I dont know for sure, im a dummy
I don't know. It's a healthcare company based in South Florida, the home office for shady medical businesses. One for ten reverse split, not confidence-inspiring. Down 40% today. I hope this money is coming from the "It was either this or Mohegan Sun" account.I've recently been establishing a position in Longeveron (lgvn) the past week. Anyone else think it has strong upside?
I don't know. It's a healthcare company based in South Florida, the home office for shady medical businesses. One for ten reverse split, not confidence-inspiring. Down 40% today. I hope this money is coming from the "It was either this or Mohegan Sun" account.I've recently been establishing a position in Longeveron (lgvn) the past week. Anyone else think it has strong upside?
It's all tin and neodymuim now. Good to hear from you, GB.
Nvda wait
Is this NFLX sell off after earnings report justified or an overreaction?
It was another great ER .... but because they reported that they would not be disclosing membership numbers starting next year people are selling?
Very strange to me. I bought more Friday and will probably pick up more next week as well ... unless someone can give me another reason for the fall.
Not a buyer at these levels. The multiple is very high for such a narrow moat company.Is this NFLX sell off after earnings report justified or an overreaction?
It was another great ER .... but because they reported that they would not be disclosing membership numbers starting next year people are selling?
Very strange to me. I bought more Friday and will probably pick up more next week as well ... unless someone can give me another reason for the fall.
I think it's mostly overdone. However my concern would be if they want to be more valued on traditional metrics, those might not paint as rosy of a picture relative to the current price, and how much of that current price was driven by subscriber metrics instead?
Their net profits have been pretty flat since they blew up in covid, with no major increase over the last 3 years since peak covid despite being priced as a hyper growth stock. Over the last 2 years their net profits are flat but their P/E ratio has tripled from 15 to 45. If it was subscriber metrics that caused people to buy forward enough to bump the P/E ratio up that high, is it going to stay that high (or grow) based on their profits, which are flat?
What are your thoughts at AMD at this level? I have a nice trench already, thinking of adding to it after the last few weeks.Not a buyer at these levels. The multiple is very high for such a narrow moat company.Is this NFLX sell off after earnings report justified or an overreaction?
It was another great ER .... but because they reported that they would not be disclosing membership numbers starting next year people are selling?
Very strange to me. I bought more Friday and will probably pick up more next week as well ... unless someone can give me another reason for the fall.
I think it's mostly overdone. However my concern would be if they want to be more valued on traditional metrics, those might not paint as rosy of a picture relative to the current price, and how much of that current price was driven by subscriber metrics instead?
Their net profits have been pretty flat since they blew up in covid, with no major increase over the last 3 years since peak covid despite being priced as a hyper growth stock. Over the last 2 years their net profits are flat but their P/E ratio has tripled from 15 to 45. If it was subscriber metrics that caused people to buy forward enough to bump the P/E ratio up that high, is it going to stay that high (or grow) based on their profits, which are flat?
On the other hand:
NVDA
META
GOOGL
Are at attractive forward multiples and still an overweight buy here.
AAPL is now getting overdone long term as well.
MFST is fair market value.
We are in the very early innings of the AI revolution.
I was in a due diligences conference this week in Baltimore with T.Rowe Price. I got a lot of great information.
I will share some things next week.
Extremely expensive.What are your thoughts at AMD at this level? I have a nice trench already, thinking of adding to it after the last few weeks.Not a buyer at these levels. The multiple is very high for such a narrow moat company.Is this NFLX sell off after earnings report justified or an overreaction?
It was another great ER .... but because they reported that they would not be disclosing membership numbers starting next year people are selling?
Very strange to me. I bought more Friday and will probably pick up more next week as well ... unless someone can give me another reason for the fall.
I think it's mostly overdone. However my concern would be if they want to be more valued on traditional metrics, those might not paint as rosy of a picture relative to the current price, and how much of that current price was driven by subscriber metrics instead?
Their net profits have been pretty flat since they blew up in covid, with no major increase over the last 3 years since peak covid despite being priced as a hyper growth stock. Over the last 2 years their net profits are flat but their P/E ratio has tripled from 15 to 45. If it was subscriber metrics that caused people to buy forward enough to bump the P/E ratio up that high, is it going to stay that high (or grow) based on their profits, which are flat?
On the other hand:
NVDA
META
GOOGL
Are at attractive forward multiples and still an overweight buy here.
AAPL is now getting overdone long term as well.
MFST is fair market value.
We are in the very early innings of the AI revolution.
I was in a due diligences conference this week in Baltimore with T.Rowe Price. I got a lot of great information.
I will share some things next week.
CLSK back on the table as a crypto play? Opened a small position a few days ago (just lucky timing) and already considering where to take profits. I remember the 2021 run that was touted in here...
Im an idiot and bought a bunch of options and lost my butt.RDDT $42.55 current price
purchased $65 call 07-19 order. $2.70
RIOT - $9.30 current price
purchased $14 call 06-21 at $.69
Got some more NFLX, NVDA and META yesterday and today. I'm already very deep in GOOGL.Not a buyer at these levels. The multiple is very high for such a narrow moat company.Is this NFLX sell off after earnings report justified or an overreaction?
It was another great ER .... but because they reported that they would not be disclosing membership numbers starting next year people are selling?
Very strange to me. I bought more Friday and will probably pick up more next week as well ... unless someone can give me another reason for the fall.
I think it's mostly overdone. However my concern would be if they want to be more valued on traditional metrics, those might not paint as rosy of a picture relative to the current price, and how much of that current price was driven by subscriber metrics instead?
Their net profits have been pretty flat since they blew up in covid, with no major increase over the last 3 years since peak covid despite being priced as a hyper growth stock. Over the last 2 years their net profits are flat but their P/E ratio has tripled from 15 to 45. If it was subscriber metrics that caused people to buy forward enough to bump the P/E ratio up that high, is it going to stay that high (or grow) based on their profits, which are flat?
On the other hand:
NVDA
META
GOOGL
Are at attractive forward multiples and still an overweight buy here.
AAPL is now getting overdone long term as well.
MFST is fair market value.
We are in the very early innings of the AI revolution.
I was in a due diligence conference this week in Baltimore with T.Rowe Price. I got a lot of great information.
I will share some things next week.
Yea what happened with tsla for it to jump up like that. It was down 11% last night.
Yea what happened with tsla for it to jump up like that. It was down 11% last night.
My Apple stock app showed it down 10.5% but I don’t own any of it so didn’t look any further.t was never down. It went straight up as soon as earnings dropped.
My Apple stock app showed it down 10.5% but I don’t own any of it so didn’t look any further.t was never down. It went straight up as soon as earnings dropped.