Stonk Market |OT|
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Thread: Stonk Market |OT|
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Quick Guide on investment strategies for an inflation environment.
eprints.pm-research.com
ManGroup JPM Aug21 The Best Strategies
eprints.pm-research.com
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Gee… could have used that extended trading time last year the day they announced you couldn't buy anymore $GME
In the 45 minutes between their announcement and pre-market opening on RH my GME shares went from $480 to $350 and all I could do was watch. My gains decreased by about $8000 because of that bullshit.
Oh well
esoteric
Member
Gee… could have used that extended trading time last year the day they announced you couldn't buy anymore $GME
In the 45 minutes between their announcement and pre-market opening on RH my GME shares went from $480 to $350 and all I could do was watch. My gains decreased by about $8000 because of that bullshit.
Oh well
They deserve to be boycotted, along with all of the other brokerages that were fucking around at that time.
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I said it and I say it again.
Netflix benefit from low competition but the environment is getting hot and it needs to stop releasing stupid content and start releasing content that would retain users.
Netflix benefit from low competition but the environment is getting hot and it needs to stop releasing stupid content and start releasing content that would retain users.
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Netflix losing the Office and Friends were the nails in their coffin.
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@ManofTwo I think I found the problem…
I hope they keep it up. They're making me money. Been shorting them since November 2021.
The company value is at $80 dollars.
If you haven't been hedging like I have been
Do not open your portfolio today.
Do not open your portfolio today.
esoteric
Member
I don't know man, all I see is discounts. Gonna wait a bit before I jump back in though.
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How's everyone playing the Amazon stock split? I am not sure I can justify jumping in. I don't see Amazon growing like it has in the past.
This is happening very close to the timing of when Tesla is supposed to have a working prototype of their robot.
Sweet. I had been waiting for the news. Will put me in the realm of 1200 shares. Not that it will increase my value but hopefully it will contribute a nice chunk to the millions I'll be able to leave my daughter. I don't want her to have to work her entire life away.
I have a measly 19 but I think I'm going to dump my bonus into Tesla. I truly believe in their mission and I plan on holding for years.
Tesla and Block are the two tech stocks I'm the most excited for….. this comes from the technical angle on what technologies I think have the potential to truly change the world.
Also SpaceX is getting an IPO in 5 years. Last I heard people who hold Tesla get first dibs on Spacex stock.
esoteric
Member
You mind if I ask what sticks out about Block's technology? I recently started buying the stock, but I haven't done much homework on what the company actually does (aside from the basics).
They have turned into an umbrella company. The part that most excited me is the Spiral team. They are building unique low profile bitcoin miners. They will soon start producing a physical product that people will buy. They have a lot of experience building the square payment system so not a huge leap for them to start manufacturing the miner.
Also they have been working on unique software and unique bitcoin protocols. They just announced Web5 which is very practical. It folds the bitcoin network into the current web 2 and app design. No coins, no pump and dump schemes. Legit practical real world use that doesn't reinvent the wheel.
Whether either of these will have a a market demand and truly be profitable is still to be seen. In my eyes Tesla is the more sure bet but Block has tons of potential.
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Sitting on 83.0% cash since Mid March. Only a handful of long positions and short positions.
Making money time coming soon boys.
Making money time coming soon boys.
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Please give us the signal
There is no signal. You can't time the bottom. I just doing what I did in 2020. Value the market, project the value base on real yields and average down if I entered positions to early.
Waiting for a price between 3,350 to 3,600.
Does your modeling/experience show anything like a steep crash before gradual rebound or is it just a relatively gradual decline?
I don't mind missing some of the upside if I am fully on the right-side of the crash.
It depends on inflation. Bear markets won't be like 2020, this will be a gradual decline. If inflation hit 9.0%. You will see 10 year yields at 4.0%.
Anything around 4.0% should see the S&P 500 between 3,550 to 3,250.
Anything above 4.0% will see the S&P 500 below 3,000.
All depends on inflation. A good predictor of inflation is to continue watching gas prices and your usual basket of food prices.
See here.......posted in the economics thread
Did some graphing and calculations
As you can see, the S&P 500 declines as the 10 year increases, if the 10 year heads to 4.0% (which it will if inflation hits 9.0%) then you're looking at a figure between 3250 and 3,550.
Red being normal, orange being upper limit.
Sounds like it will be harder to predict. I bought back in in April 2020 after getting spooked in February 2020. I guess I got lucky in timing, but I figured it couldn't get much worse after all the circuit breaker trips.
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I was just joking
I just trust your instincts and DD more than my own
esoteric
Member
So do you guys have any favorite stocks to buy as the market heads to the gutter?
I'm looking at or buying Block (SQ), United Rentals (URI), Expedia (EXPE), Herc Holdings (HRI), Sylvamo (SLV), Applied Materials, (AMAT) Taiwan Semiconductor (TSM), and maybe some AMD, NVDA, and Intuit (INTU) later on. Also buying into the Fidelity 500 Index Fund FXAIX for my mom.
@ManofTwo please bless us with chadly economic guidance if not on yacht.
I'm looking at or buying Block (SQ), United Rentals (URI), Expedia (EXPE), Herc Holdings (HRI), Sylvamo (SLV), Applied Materials, (AMAT) Taiwan Semiconductor (TSM), and maybe some AMD, NVDA, and Intuit (INTU) later on. Also buying into the Fidelity 500 Index Fund FXAIX for my mom.
@ManofTwo please bless us with chadly economic guidance if not on yacht.
I would be wary of tech stocks that don't have a strong ballance sheet. If the FED keeps rates above 3.0% for a prolong period, I would put cash into quality till real rates are negative and go into speculative tech.
Block, Tesla and Nvidia are the biggest ones I am going to jump into further.... maybe Rumble as there is massive development in the platform and it is growing rapidly.
We all know and impending crash is happening/coming. What are peoples recommendations for stocks to grab cheap? I mostly know the tech sector and have my current top 5.
1. Tesla
2. Block
3. Apple
4. Microsoft
5. Rumble
What other sectors are people buying and what companies? I will do my own research but I don't know were to even start.
1. Tesla
2. Block
3. Apple
4. Microsoft
5. Rumble
What other sectors are people buying and what companies? I will do my own research but I don't know were to even start.
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fatty
Member
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Anyone thinking about getting in on the trade for the AMC Reverse Stock Split. I'm thinking of buying some Put options to expire in mid September:
I never did get in on the Gamestop or AMC stock buying early on but with this stock split I'm thinking it is going to go down after the conversion.
I never did get in on the Gamestop or AMC stock buying early on but with this stock split I'm thinking it is going to go down after the conversion.