Stock Thread (21 Viewers)

[pecorino]

Watching the usual talking head financial advisor on a Canadian news network yesterday and they gave the usual advice to not panic, but they also suggested to diversify … not just from a commodity perspective but from a global perspective.

Does anyone maintain a list of non US stocks to buy from these other markets?

I use the ETF "VXUS" instead of individual stocks. It's an international fund that excludes the US. Also VWO which is an emerging markets ETF.

 

[Stoneworker]

Bond market is in blood bath now as well. China is probably dumping bonds. What a mess.

That was what Twitter speculated but then they thought it was Japan.

Nobody knows **** about shinola right now. That’s why there official line is Hitchhiker’s Guide To The Galaxy’s mantra:

Don’t panic

One of the biggest lessons I learned during the Great Financial Crisis was "Don't Panic."

But the best lesson was, "If you're going to panic, make sure you're the first one."

 

[Sparky Polastri]

https://www.reuters.com/markets/global-markets-tariffs-bonds-2025-04-09/

 

[beef]

Starting a small position in NRGU.

 

[GoBirds]

Bond market is in blood bath now as well. China is probably dumping bonds. What a mess.

That was what Twitter speculated but then they thought it was Japan.

Nobody knows **** about shinola right now. That’s why there official line is Hitchhiker’s Guide To The Galaxy’s mantra:

Don’t panic

One of the biggest lessons I learned during the Great Financial Crisis was "Don't Panic."

But the best lesson was, "If you're going to panic, make sure you're the first one."

I wasn’t the first one so I’m continuing to average in.

 

[Bob Sacamano]

A lot of people out there spiked the football a little too early this morning.

Yeah wtf, I looked at lunch and things were up. I check now and somehow we have back those gains and then some? Ugh

Did it ever make sense to be up like it was? There hasn't really been a lot of true/verified great news the last few days, but it seems like if people sense a hint of some, they really want to jump on it/back into the market and those people are probably at least partially helping it from going a lot lower than it has so far.

Shorts could have gotten spooked and took some large gains driving up stocks in the morning. Subsequent news seems to reiterate the bad news with talk turning to a trade war between two of the world's biggest economies. So, IMO, I think short covering was a big driver this morning.

I'm up 5% on the SDOW/SQQQ trades.

I'd just like to point out, once again, the company in the middle of a literal war zone... up 8.5%

10.8% with news hitting after the close that rebels are backing out of the area and operations might resume. This hit Bloomberg minutes ago - management was asked about this for the story, but declined comment. In a sea of bad news, this represents a pool noodle of hope.

Operations restarting - company announced. Meanwhile, tin prices are very high due to disruption in production in the Congo as well as the earthquake in Myanmar, which will always be Burma to me.

+22% right now.

SN

Kinda want to buy more now.
Kinda want to dump the shares I bought while depressed (+60%).
Kinda dumb for buying these in my brokerage account, and it seems like a year could last a lifetime in this region.
Kinda interesting that the US may have interceded to get their mine reopened. See #1.

 

[Bob Sacamano]

Does anyone have an opinion on PFLT? I’m not really a dividend investor, but seems I can get between 10%-11% annually and it seems historically sound (this week being the exception).

You have my attention. Talk to me about this.

 

[Redwes25]

Does anyone have an opinion on PFLT? I’m not really a dividend investor, but seems I can get between 10%-11% annually and it seems historically sound (this week being the exception).

You have my attention. Talk to me about this.

Two minutes on google - private debt close-end fund focusing on mid market (which is generally companies with EBITDA from $10mm to $100mm). That is much smaller companies then you would ever see in equity markets.

https://pflt.pennantpark.com/static-files/3b3c72d6-707d-4099-97e7-0e73b08ccb25

 

[Sparky Polastri]

Guess the good news is the markets are "waiting and seeing". They have to be exhausted at this point.

 

[NajehHejan]

Does anyone have an opinion on PFLT? I’m not really a dividend investor, but seems I can get between 10%-11% annually and it seems historically sound (this week being the exception).

You have my attention. Talk to me about this.

Two minutes on google - private debt close-end fund focusing on mid market (which is generally companies with EBITDA from $10mm to $100mm). That is much smaller companies then you would ever see in equity markets.

https://pflt.pennantpark.com/static-files/3b3c72d6-707d-4099-97e7-0e73b08ccb25

Looks tasty.

I get the credit concern if the economy goes south into a recession, but it appears this fund carefully picks high cash flow generating businesses with decent balance sheets.

 

[Grace Under Pressure]

AAPL popping a bit, although I loathe to call anything before the market actually closes. Looks like Goldman issued a positive outlook.

AAPL

 

[Bossman]

Does anyone have an opinion on PFLT? I’m not really a dividend investor, but seems I can get between 10%-11% annually and it seems historically sound (this week being the exception).

You have my attention. Talk to me about this.

Two minutes on google - private debt close-end fund focusing on mid market (which is generally companies with EBITDA from $10mm to $100mm). That is much smaller companies then you would ever see in equity markets.

https://pflt.pennantpark.com/static-files/3b3c72d6-707d-4099-97e7-0e73b08ccb25

Looks tasty.

I get the credit concern if the economy goes south into a recession, but it appears this fund carefully picks high cash flow generating businesses with decent balance sheets.

... and the verdict is? ... Buy?

 

[Orange&Blue]

Bond market is in blood bath now as well. China is probably dumping bonds. What a mess.

That was what Twitter speculated but then they thought it was Japan.

Nobody knows **** about shinola right now. That’s why there official line is Hitchhiker’s Guide To The Galaxy’s mantra:

Don’t panic

One of the biggest lessons I learned during the Great Financial Crisis was "Don't Panic."

But the best lesson was, "If you're going to panic, make sure you're the first one."

cheat, be smarter, or be first.

 

[ghostguy123]

If possible, can someone give me a brief explanation of how UVXY works? Markets are all up a tad, but so is UVXY.
What makes it go up/down?

 

[culdeus]

Bonds are steadily selling off. The yield curve is now inverted down to the 10 year. This cash is going where? Mattresses?

 

[culdeus]

If possible, can someone give me a brief explanation of how UVXY works? Markets are all up a tad, but so is UVXY.
What makes it go up/down?

Contango effect here. You really need the VIX to move 5% to see it get out of Contango.

Contango Meaning, Why It Happens, and Backwardation

Contango is when the futures price of an asset is higher than its current spot price.

www.investopedia.com

 

[jvdesigns2002]

As if the markets weren’t complex and complicated enough, it feels like the number of moving parts and factors in play have increased exponentially the last week or two. Not saying this is a good thing or a bad thing—just saying it’s a thing. The breeding grounds for volatility (both for the upside and the downside) seem to be getting even more fertile. We have the potential for one piece of good news skyrocketing the market, but we also have the potential for a country or two selling their bonds in retaliation possibly wreaking havoc. Crazy times .

 

[Redwes25]

Does anyone have an opinion on PFLT? I’m not really a dividend investor, but seems I can get between 10%-11% annually and it seems historically sound (this week being the exception).

You have my attention. Talk to me about this.

Two minutes on google - private debt close-end fund focusing on mid market (which is generally companies with EBITDA from $10mm to $100mm). That is much smaller companies then you would ever see in equity markets.

https://pflt.pennantpark.com/static-files/3b3c72d6-707d-4099-97e7-0e73b08ccb25

Looks tasty.

I get the credit concern if the economy goes south into a recession, but it appears this fund carefully picks high cash flow generating businesses with decent balance sheets.

... and the verdict is? ... Buy?

Not sure folks even know what they are buying but go ahead and buy off their pitch deck if you want.

 

[NajehHejan]

Does anyone have an opinion on PFLT? I’m not really a dividend investor, but seems I can get between 10%-11% annually and it seems historically sound (this week being the exception).

You have my attention. Talk to me about this.

Two minutes on google - private debt close-end fund focusing on mid market (which is generally companies with EBITDA from $10mm to $100mm). That is much smaller companies then you would ever see in equity markets.

https://pflt.pennantpark.com/static-files/3b3c72d6-707d-4099-97e7-0e73b08ccb25

Looks tasty.

I get the credit concern if the economy goes south into a recession, but it appears this fund carefully picks high cash flow generating businesses with decent balance sheets.

... and the verdict is? ... Buy?

I will if you will. Tailing the FFA is one of my key investment strategies and rarely goes wrong.

 

[Manster]

As if the markets weren’t complex and complicated enough, it feels like the number of moving parts and factors in play have increased exponentially the last week or two. Not saying this is a good thing or a bad thing—just saying it’s a thing. The breeding grounds for volatility (both for the upside and the downside) seem to be getting even more fertile. We have the potential for one piece of good news skyrocketing the market, but we also have the potential for a country or two selling their bonds in retaliation possibly wreaking havoc. Crazy times .

I just keep telling myself I'm glad my retirement age is a fair bit down the road. I'm going to keep squirrelling away money in my 401k, assuming I'm buying cheap when it's down still. Currently at 20% of income going in. Some traditional. Some Roth.

The only two individual stocks/crypto I have, and am holding onto, and DCA'ing are.....AVAX and NVIDIA.......pretty small amount.

 

[bigbottom]

BREAKING: China raises its retaliatory tariff on goods coming from the US to 84%, up from 34%, hours after Trump's sweeping new tariffs kicked in.
Follow AP's live updates.

What sectors are their imports from? Is it mostly agricultural?

 

[Redwes25]

Markets fly higher because Trump is meeting with Bessent. On hopes they do something good.

 

[Redwes25]

Actually CNBC is reporting a 90 day pause of reciprocal tariffs. Though China goes up to 125%

 

[Orange&Blue]

think I'll liquidate everything

 

[GroveDiesel]

Markets fly higher because Trump is meeting with Bessent. On hopes they do something good.

Crazy. It spiked up like 1,700 points instantly. Someone mentioned earlier traders wanting to latch onto anything potentially positive and that sure seems to prove that. Absolutely wild swings for the market right now.

 

[MTskibum]

If it is higher end of day I am definitely taking some out of mutual funds.

I hope it stays green until close.

 

[Redwes25]

If it is higher end of day I am definitely taking some out of mutual funds.

I hope it stays green until close.

Need to do trade before markets close if they are open end fund

 

[Orange&Blue]

vanguard down....ugh

 

[Todem]

Guess the good news is the markets are "waiting and seeing". They have to be exhausted at this point.

Exhausted is an understatement lol.

But yes this is purely a headline driven sell off and until we get concrete factual news that things are getting done this is what we will be dealing with for a bit.

The market has no idea how to price itself. This is a blunt force trauma that has been laid on the markets proverbial head.

Long term opportunity and in a sick and twisted way a recalibration of risk assests.

I am just nibbling in and it’s been typically in the last hour of trading.

Hang in there everyone…..it’s going to be ok.

 

[Todem]

And boom……this is truly incredible.

 

[Sparky Polastri]

Markets fly higher because Trump is meeting with Bessent. On hopes they do something good.

Crazy. It spiked up like 1,700 points instantly. Someone mentioned earlier traders wanting to latch onto anything potentially positive and that sure seems to prove that. Absolutely wild swings for the market right now.

Ding Ding Ding....but asking a about that sort of thi g is "politics"
It's pretty much THE thing that matters right now

 

[Capella]

Good lesson in holding and buying low.

 

[Sparky Polastri]

Guess the good news is the markets are "waiting and seeing". They have to be exhausted at this point.

Exhausted is an understatement lol.

But yes this is purely a headline driven sell off and until we get concrete factual news that things are getting done this is what we will be dealing with for a bit.

The market has no idea how to price itself. This is a blunt force trauma that has been laid on the markets proverbial head.

Long term opportunity and in a sick and twisted way a recalibration of risk assests.

I am just nibbling in and it’s been typically in the last hour of trading.

Hang in there everyone…..it’s going to be ok.

 

[ghostguy123]

Was there actual news? Or news that there might be news

 

[Bossman]

Used a limit order instead of market and missed another nice chunk of NFLX by $5 a share.
I'm so mad at myself.

 

[Capella]

Was there actual news? Or news that there might be news

Trump tweeted, or whatever it’s called now, that all tariffs are paused except for China.

 

[Pipes]

This is pure market manipulation.

I'm sure the next time I check we'll be big time red. Don't ever recall anything like these last few days where the market is like a stoplight at a busy intersection.

 

[Bossman]

Markets fly higher because Trump is meeting with Bessent. On hopes they do something good.

Crazy. It spiked up like 1,700 points instantly. Someone mentioned earlier traders wanting to latch onto anything potentially positive and that sure seems to prove that. Absolutely wild swings for the market right now.

People still have money and they want it invested. This is not our dads recession when people couldn't afford gas for their cars.
What I've learned in the short time that I've been trading ... the markets swing wildly on emotion instead of fundamentals.
The silver lining is that we may get another buying opportunity in 90 days.

 

[ghostguy123]

I sold everything in my ROTH with the S&P up close to 7%.
Basically broke even after DCA'ing for a while.
I feel better about it now knowing I have at least like 10-15% of my investing potential in cash now, kinda like right before all the tariff crap.
I'm soooooo tempted to buy something like UVXY or SOXS and see if this spike was just BS

 

[BlackCrowes]

This is pure market manipulation.

Big day for insider trading.

Maybe the DoJ will investigate

 

[Orange&Blue]

so, sell roth IRA and other tax sheltered accounts, but hold brokerage accounts?

 

[General Malaise]

BREAKING: China raises its retaliatory tariff on goods coming from the US to 84%, up from 34%, hours after Trump's sweeping new tariffs kicked in.
Follow AP's live updates.

What sectors are their imports from? Is it mostly agricultural?

Soybeans, crude petroleum and petroleum gas make up the bulk of the imports from the US into China.

 

[beef]

Good lesson in holding and buying low.

DCA'ing has never failed me. My patience though, sure has.

 

[Capella]

Somebody up thread mentioned today what if he just walks all this back Sunday night after a string of billionaires yell at him all weekend and that’s in play right? I can’t see this lasting long term.

Few days later I guess but no way could this have lasted. Too many people with too much money at stake.

 

[rockaction]

Frozen except it's 10% across the board and China is around 125% now.

 

[Todem]

Of course my big 401K contribution goes in tomorrow.

Of course…..lol.

 

[Todem]

Frozen except it's 10% across the board and China is around 125% now.

10% was always in place…..so yeah 99% of that chart we saw last week is frozen for 90 days

This again will go down in history as the Tarriff Tantrum.

 

[BassNBrew]

Damn!!!!

SOXL up 46%. My entire portfolio is up close to 15% on the day.

 

[Acrobat7]

This is pure market manipulation.

At first, I thought this was a conspiracy theory. The more it happens, the more I question my initial thought.

I am pretty sure friends and family of the sole person in charge know of the decisions before you and me are aware. You have 1.5b plus flowing into triple leveraged Nasdaq funds and the president tweeting that it’s a great time to buy hours before it became public knowledge.

 

[fruity pebbles]

Why does this entire thing feel like a giant wealth transfer?