No matter what happens with Russia ad UKR, as it goes on it likely becomes less and less impactful to the market. Sooner or later, it just becomes baked in.
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
What about the long term, you got out pretty quick. I just added more today. Added position in AAPL,MSFT, GOOG, NVDA,CRM,HD, AI and UPST. About 40-45% in equity.
I figured in this volatile environment that 5% in 24 hours was decent grab. And the Schultz interim CEO thing is just optics to prevent the stock from dropping on the unexpected “retirement” of KJ.
MU got an upgrade from Bernstein to outperform from market perform PT 94 just as a FYI
You know my opinion of analysts but they can move stocks at times but the market looks to be strong at the open anyway. Kind of wonder if there will be sell the news or not when the rate hike is official but we’ll see.
It’s laughable how delusional and blatant liars FOX news has become.
Russia has stated that Tucker Carlson is their most important propaganda tool outside Russia.
Unbelievable. Ship them all out to Moscow. They are not Americans.
Zelenskyy speech to Congress was powerful. Before we get too excited with the possible market turnaround, how can this mess possibly end until Putin is gone?
This is a very good point. Let's be honest, big tech is essentially "the market".....at least in terms of the S&P 500 (which is a quasi tech index now). What are you eyeing for alpha? Obviously, I have jumped on the leveraged ETF play of the main indexes.
I actually missed it, is that why the market jumped late yesterday and is up early this morning?
I think a lot was lost in the translation.
But yeah Putin hangs over the market, don't think we can really get running until that ends. I def think we rip if Putin got the boot, but I do wonder what happens if Russia just grinds Ukraine all the way down.
I believe so. The timing was a bit off, but the news on core PPI wasn't part of the original Bloomberg article. So perhaps that explains the lag.
I think the market was up over night because China said they were going to clean up their accounting issues in Hong Kong. Those markets have been getting smoked for the last week so it seemed like a short covering rally.
I've mentioned, I like the hafltime show and Fast Money (been watching that since its inception) not because of right or wrong calls but I like listening to their analysis of what's happening with regards to the market or individual stocks and it's not a clown show but they can be fun.
Certainly the Chinese stocks, but the overall market? It was up pretty good yesterday while the China stocks were getting crushed.
I think PPI could have been part of it and oil has been coming down too (think technical bear market). Commodities are notoriously volatile so you can get crazy whipsaws.
+1
Just clean up the accounting and stop going China all the time. If this happens, BABA and the other quality Chinese companies will 2-3x within a month or two. They are so undervalued right now.
O’Leary was adamant about Chinese stocks earlier in week. Guessing he made a fortune although he may have already been down big.
For oil.....this is one "bear" market that I will support. 😜
On a recent Halftime, Kevin Oleary was big on the Chinese companies. They're not for my risk appetite though whether they go to the moon or not.
IMO, initial reaction would be goes down on the notion of escalation and where does it lead.
Same. Halftime and fast money are my go to's. It is very entertaining, but I also like the varying opinions. (Though sometimes, especially on the halftime they have too many people).
Lee and the Judge are great hosts (always dissapointed when they are not on). Guy Adami is hilarious. Karen Finnerman is lowkey great, love Josh Brown, love Jenny Harringtons dividend focused approach, Tim Seymour has incredible wit.
Yeah, I'm a big fan.
Planes are probably fine, airspace might be bad, but I really doubt we go there. Everyone outside of Ukraine thinks that is a bad idea.
It's interesting in that there is talk of retrofitting the Mig's so that they no longer have the Nato upgrades, thus they are more Russian planes then Nato planes. Seems odd to me that such technicalities are actually in play.
Yea the hosts push them too to back up their opinions or trades (Wapner a little more blatantly, Lee a little more subtly. Dylan Ratigan did too back when he hosted.)
Josh Brown, Carter Worth, Adami, Seymour, Finerman, Grasso are the ones I like most. It doesn't mean I listen to any of their calls or frankly anyone's really but I do like to listen to the analysis of those shows and then if there's something I'm interested in, investigate and make up my own mind.
I should add to this, you know that's probably the default of the market or individual stock anyways in general not just specific to Ukraine. Sell first and ask questions later lol.
To all Fidelity users - have you been using the new stock/analysis page? I toggled over to the new format yesterday and it is really nice. Tons of info with some better graphics. The old format was very good as well, so I'm surprised that they came up with something even better.
Josh Brown did note on yesterday's show that the last 10 inflation spikes were followed by a recession.
I would think some of that is in part to the Fed's role in clamping down on inflation.
So when he added the disclaimer that Covid has thrown off all sorts of analysis, I do think we need to factor in the Fed's role to this point, and the Fed's role going fwd. Are they willing/able to slowly, as opposed to abruptly, bring down inflation to avoid that recession.
I would think some of that is in part to the Fed's role in clamping down on inflation.
So when he added the disclaimer that Covid has thrown off all sorts of analysis, I do think we need to factor in the Fed's role to this point, and the Fed's role going fwd. Are they willing/able to slowly, as opposed to abruptly, bring down inflation to avoid that recession.
Seems like media/market finally realized that their is peace talks going on and they are making some progress. That seems to be helping the market as well.
Throw in the bad retail sales numbers and high PPI and you have a lot going on.
BTC has clawed back above $40K again. And its been hanging around this level more much more then it has been testing that $32K level. Is it building a base here?
I've been holding Mara and selling and rolling in/near the money short term calls on it. Seems to be working. Consistent weekly premium.
Might buy some Riot puts off this little jump. Worked last week, though that was a bigger one day jump, and that jump was headline based, which I figured it would give back as it did.
I've been holding Mara and selling and rolling in/near the money short term calls on it. Seems to be working. Consistent weekly premium.
Might buy some Riot puts off this little jump. Worked last week, though that was a bigger one day jump, and that jump was headline based, which I figured it would give back as it did.
I did sell some SBUX this afternoon since I didn’t realize I had shares in my other brokerage account. I sold some other stocks that had some nice profit but expect to buy them again tomorrow when they fall. It‘s a game going back and forth.
I was going to go to the casino but I guess I can get my entertainment in the market.
I would wait on any buying until the Fed announces the rate increase and gauge the market reaction.
