How can SOFI get much worse at this point LOL…$SoFi earnings after the bell tomorrow. Anyone going to roll the dice?
Come on! It’s the crown jewel of Chamath’s portfolio….How can SOFI get much worse at this point LOL…
It will be all quarter point moves. Going from zero to 1% is meaningless for stocks. Economy is strong, inflation to tick down soon.Don't lose sight of impending Fed rate hikes. Looking at 1% cumulative rate increase by June: .50+.25+.25 ??? Inflation here to stay for a good while. Economy to slow thru 1Q23. Fed to further raise rates at least another 1% in the interim. "Stagflation."
Well looking at those returns it looks like things did get F'd up lol.Come on! It’s the crown jewel of Chamath’s portfolio….
TGT earnings coming up too. I've mentioned the double top a couple times and on Friday I did think it came near a potential at least short term bottom area where it bounced off. I'm probably going to be too chicken to get into it but wonder if it might not have a quick relief rally if earnings are good. Overall market sentiment tomorrow will matter too though. LOW earnings were very good but the reaction evaporated rather quickly as well.$SoFi earnings after the bell tomorrow. Anyone going to roll the dice?
The way Russia is organized at a Corps or Army level is why they have so many problems. Russia reorg’d their army into Battalion Tactical Groups a number of years ago which are highly effective in low intensity conflict but are very vulnerable in large scale, high intensity operations.
The reason many people, myself included, didn’t think there would be a full invasion is because literally every single thing that has happened since zero hour has happened exactly as expected. Russia isn’t capable of effectively fighting this conflict and never was, and this will likely bring about the end of Russia as a semi-superpower. What becomes of their nuclear status is an unknown. Why Putin would voluntary sacrifice his entire country, a move that is tremendously out of character for him, is really beyond me. I understand his/their concern Ukraine’s nuclear ambitions, but they chose the worst possible way to rectify it.
I own NOC in addition to LMT and HII. Doing well there.GD, RTX, NOC up 4.5-5% in the premarket adding to Friday's gains.
Is TELL making any money yet?I own NOC in addition to LMT and HII. Doing well there.
Also own MAXR, sattelite company that is providing much of the imagery we are seeing from Ukraine. That's ripping the past week, though I'm just barely in the green overall
Also own Tell, and that has been up 10%+ 3 times in the last week.
I read some Ukrainian crew member of one of those rich Russians tried to the owners yacht. Think it was in Spain.Up and down day, ending modestly mixed.
Russian oligarchs running scared:
Russian oligarchs move yachts as U.S. looks to 'hunt down' and freeze assets
Russian oligarchs are moving their yachts as the United States and its allies look to target personal property.www.cnbc.com
I have been surprised and pleased to see how much damage a unified developed world can do to Russia without direct military action.I read some Ukrainian crew member of one of those rich Russians tried to the owners yacht. Think it was in Spain.
This was the story.I have been surprised and pleased to see how much damage a unified developed world can do to Russia without direct military action.
Start WW IIISeeing that three-mile long Russian column advancing westward, I can't help but think of how NATO is missing an opportunity to take it out via air strikes and eliminate what's going to be a major escalation and perhaps the turning point for Putin. Hit...that...column....
You know, he wants the west to hit that column to crash the market (and prove his bear predictions right).Start WW III
Having early stage production issues of EVs!? Who would have guessed it. Following right in Tesla’s foot steps in that regard lol.As expected, there is TSLA and the wannabes:
EV start-up Lucid slashes 2022 vehicle production forecast, causing shares to plummet
The company cited supply chain constraints for slashing production expectations to between 12,000 and 14,000 vehicles, down from 20,000 units.www.cnbc.com
ZOOM nice earnings and revenue beat for Q4, but miss on guidance for Q1:
Zoom provides disappointing revenue forecast for first quarter and full year
Zoom's revenue growth is continuing to slow after its business surged during the first year of the Covid-19 pandemic.www.cnbc.com
This is a stock/investment thread, yes, but try for a perspective that not everything is about "the market," per se. Your portfolio should be managed/optimized for all scenarios. This is about a tyrant-dictator with ambitions beyond UKR, although the immediate offense is his invasion of a sovereign nation with a democratically elected president. NATO will have to step in soon. As for this escalating into WWIII? Unless Putin is stopped here, he'll move on the Baltics next. That's more likely to cause a much wider war. Stop him here and now, and that greater threat is extinguished.You know, he wants the west to hit that column to crash the market (and prove his bear predictions right).
:)
Of course, but there are Russia supporters on this board trying to create disinformation.
Somewhat of a ridiculous statement, as I’ve not seen one poster even remotely supportive of Russia. The world has been inspired by Ukraine’s courage.
Without being rude, may I say.....are you crazy? The Baltics are NATO nations. The US, Germany, UK, et al would attack and Russia would cease to exist within days (at least the Putin regime). Come on, please return to the world of reality.This is a stock/investment thread, yes, but try for a perspective that not everything is about "the market," per se. Your portfolio should be managed/optimized for all scenarios. This is about a tyrant-dictator with ambitions beyond UKR, although the immediate offense is his invasion of a sovereign nation with a democratically elected president. NATO will have to step in soon. As for this escalating into WWIII? Unless Putin is stopped here, he'll move on the Baltics next. That's more likely to cause a much wider war. Stop him here and now, and that greater threat is extinguished.
Do a little reading.Without being rude, may I say.....are you crazy? The Baltics are NATO nations. The US, Germany, UK, et al would attack and Russia would cease to exist within days (at least the Putin regime). Come on, please return to the world of reality.
This isn't the USSR of the 60s. The Russian military today is a patch on the fanny of the US and NATO. And FYI, their entire economy is collapsing right before our eyes.
Buy, buy, buy! The man has spoken. Really good interview. More dove'ish Fed. Growth to thrive as rates increase (up to 2-2.5%).
LOL! Admit it. As a little boy, you were scared to sleep with the light off.
Well, that you seem to have personalized this is telling. Stay in your safe place, and "Buy! Buy! Buy!" Good luck.LOL! Admit it. As a little boy, you were scared to sleep with the light off.
Very telling indeed. Hard to speak with someone so scared that they can't process what is happening right in front of our faces and for the whole world to see.Well, that you seem to have personalized this is telling. Stay in your safe place, and "Buy! Buy! Buy!" Good luck.
You're projecting. I'll disengage. Good luck. And I mean it.Very telling indeed. Hard to speak with someone so scared that they can't process what is happening right in front of our faces and for the whole world to see.
You always say that after you lose, but can't stay away. Until next we meet, which will likely be tomorrow! :)You're projecting. I'll disengage. Good luck. And I mean it.
Re: the re-opening trade, What’s shocking is how the COVID hysteria/narrative seems to have disappeared overnight. If true, I need buy more ABNB and get back into MAR. Is COVID basically sidelined until next Winter?Buy, buy, buy! The man has spoken. Really good interview. More dove'ish Fed. Growth to thrive as rates increase (up to 2-2.5%).
That seems like the endgame, which hopefully is what is happening today. No more new variants! As long as mutations stay within the omicron family, we should be okay.Is COVID basically sidelined until next Winter?
Seems to be that way!! I was thinking of the same trades actuallyRe: the re-opening trade, What’s shocking is how the COVID hysteria/narrative seems to have disappeared overnight. If true, I need buy more ABNB and get back into MAR. Is COVID basically sidelined until next Winter?
Only if the Afghan people put up the same fight as the Ukrainians.I think most of the world has been inspired by the courage displayed by Zelenskyy. He has galvanized world support for Ukraine. True leadership.
The omicron wave had already mostly abated, states were already lifting the last of the mandates. Covid was still in the news but we are way past the hysteria stage of the virus.Re: the re-opening trade, What’s shocking is how the COVID hysteria/narrative seems to have disappeared overnight. If true, I need buy more ABNB and get back into MAR. Is COVID basically sidelined until next Winter?
Not to mention Russia has struggled mightily in Ukraine. If they can somehow "win" in Ukraine they will be in no position to move on to other countries. They can barely keep supply lines going now. This campaign has exposed Russia as nowhere near the military power that they once were.Without being rude, may I say.....are you crazy? The Baltics are NATO nations. The US, Germany, UK, et al would attack and Russia would cease to exist within days (at least the Putin regime). Come on, please return to the world of reality.
This isn't the USSR of the 60s. The Russian military today is a patch on the fanny of the US and NATO. And FYI, their entire economy is collapsing right before our eyes.
No and not expecting to for through at least 2024.Is TELL making any money yet?
Looks like Russia is getting kicked out of everything:
FIFA suspends Russia from competing at WC
Russia have been kicked out of the 2022 World Cup in Qatar by FIFA and clubs have been suspended following the invasion of Ukraine.www.espn.com
Hits the nail on the head!Not to mention Russia has struggled mightily in Ukraine. If they can somehow "win" in Ukraine they will be in no position to move on to other countries. They can barely keep supply lines going now. This campaign has exposed Russia as nowhere near the military power that they once were.
The idea that Poland or some other Nato country is next is laughable at this point.