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OT: Stock and Investment Talk

Ye

Yeah, and you see the size of the wings restaurants are serving now? I ordered wings last week and they must have been from a newborn chick.
Wings I had last night were all on steroids. Korean fried chicken wings are the best.
 
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Can anyone give me the TLDR on why an exponentially increasing debt to GDP growth curve is not a bad thing? We’re projected to be at 133-150% debt to GDP by 2025. Sri Lanka’s economy collapsed at 101% debt to GDP.

I ususally just see permabulls scoff at it like it doesn’t matter, claiming the USD will be the reserve currency forever. That seems like an absurd and low-energy take on this.
 
Can anyone give me the TLDR on why an exponentially increasing debt to GDP growth curve is not a bad thing? We’re projected to be at 133-150% debt to GDP by 2025. Sri Lanka’s economy collapsed at 101% debt to GDP.

I ususally just see permabulls scoff at it like it doesn’t matter, claiming the USD will be the reserve currency forever. That seems like an absurd and low-energy take on this.
I believe we are at 137% at the end of 2021, so far so good. I hear rumors that the USD as a reserve is under attack.
 
Can anyone give me the TLDR on why an exponentially increasing debt to GDP growth curve is not a bad thing? We’re projected to be at 133-150% debt to GDP by 2025. Sri Lanka’s economy collapsed at 101% debt to GDP.

I ususally just see permabulls scoff at it like it doesn’t matter, claiming the USD will be the reserve currency forever. That seems like an absurd and low-energy take on this.
I think we are lucky because unlike the collapse of the Sri Lanka economy if the US economy collapses in takes a lot of other countries with it
 
Down 5.4% in Q1. not terrible. Worst performers were small cap fund (-20%) and a growth fund (-14%) in my 401k.
 
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Summary of Q1!


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Well this is something. Twitter up 24% pre market…
 
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Well this is something. Twitter up 24% pre market…
I have a twitter account and follow some people and receive updates but I have no idea how the conversations flow.

It does not seem to be user friendly

But I am an old man and not the preferred customer
 
Well this is something. Twitter up 24% pre market…
Wow. Interesting and definitely unexpected.
 
Down 5.4% in Q1. not terrible. Worst performers were small cap fund (-20%) and a growth fund (-14%) in my 401k.
Gotta run the numbers, but I will probably average out in that ballpark. My fun account is up over 20% due to crypto and leverage. A couple accounts right at the S&P results, including my biggest account. My most tech heavy account was down 8.2%, but enjoyed a nice March rally lead by good old FDGRX.

Plenty of my value funds are positive YTD.
 
Couple of analyst calls.
UBS reiterates FB as a buy with raised PT of 300...reels monetization might be picking up in the future.
Wedbush downgrades SBUX to neutral with PT 91 citing few catalysts and suspension of buyback.
 
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Couple of analyst calls.
UBS reiterates FB as a buy with raised PT of 300...reels monetization might be picking up in the future.
Wedbush downgrades SBUX to neutral with PT 91 citing few catalysts and suspension of buyback.
FB has great numbers behind it. Folks that bought the dip are being rewarded.
 
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The CNBC guys were talking about how Twitter was up like 30% in March and one of them loaded up on options which he sold yesterday for a huge gain. Yet another example of how useless the SEC is. Just look at the chart - screams insider trading.
People were loading up at the end of last week off of unusual volume. Someone always knows
 
FB has great numbers behind it. Folks that bought the dip are being rewarded.
Luckily I'm one of those folks lol. Looks good for now, hope it continues. A company that churns out so much cash and is very profitable getting whacked and punished the way it did for as long as it did imo was a dislocation in the market. I mentioned that all the way down after the earnings drop and sentiment was absolutely horrible but now seems like sentiment it's turning and it's actually showing a little relative strength. I said if it can break out of the 220s and stay there, there's a good chance for a ride back up to the gap at earnings in the 240s. Looking good for now, but we'll see how it goes. Overall market conditions matter too.
 
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The CNBC guys were talking about how Twitter was up like 30% in March and one of them loaded up on options which he sold yesterday for a huge gain. Yet another example of how useless the SEC is. Just look at the chart - screams insider trading.
I "take that for granted" and that it's just par for the course.
 
Luckily I'm one of those folks lol. Looks good for now, hope it continues. A company that churns out so much cash and is very profitable getting whacked and punished the way it did for as long as it did imo was a dislocation in the market. I mentioned that all the way down after the earnings drop and sentiment was absolutely horrible but now seems like sentiment it's turning and it's actually showing a little relative strength. I said if it can break out of the 220s and stay there, there's a good chance for a ride back up to the gap at earnings in the 240s. Looking good for now, but we'll see how it goes. Overall market conditions matter too.
That last earning report came out at the height of the emotional market. Yes, it was weak and should have dinged the stock, but the sell-off was ridiculous.
 
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I "take that for granted" and that it's just par for the course.
There is definitely some gray with "insider trading" or what is public info. If someone buys stock at the pharma company that he works at because he heard about positive clinical trial data.....that's pretty clearly over the line.

But for Twitter, I assume Elon was buying for a few days. If you watch the trends and see a spike in volume, perhaps you can tell it is from one investor, then you start buying because you think something is up. That's probably okay, right?
 
There is definitely some gray with "insider trading" or what is public info. If someone buys stock at the pharma company that he works at because he heard about positive clinical trial data.....that's pretty clearly over the line.

But for Twitter, I assume Elon was buying for a few days. If you watch the trends and see a spike in volume, perhaps you can tell it is from one investor, then you start buying because you think something is up. That's probably okay, right?
The Najarians on CNBC supposedly do that kind of thing with options and I think that's fine but imo it's likely someone knows something somewhere.
 
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There is definitely some gray with "insider trading" or what is public info. If someone buys stock at the pharma company that he works at because he heard about positive clinical trial data.....that's pretty clearly over the line.

But for Twitter, I assume Elon was buying for a few days. If you watch the trends and see a spike in volume, perhaps you can tell it is from one investor, then you start buying because you think something is up. That's probably okay, right?
Yes, your first example would be considered insider trading because the person used non public info. In your second example, the individual did not seemingly possess any insider information; rather, he/she spotted a trend and acted on the increase volume and perhaps options activity. My opinion, anyway.

The SEC almost never detects insider trading in real time or a short period. Investigations and actions occur over a longer period of time.

 
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Got to try and keep our domestic politics out of this thread. The context of this war is how it applies to and impacts financial markets. Take that other posturing over to the CE board.

Domestic and international politics are one now
Russia and China (especially) ploted to take US out for decades
Current US leadership is too inviting for them to pass-up.
Xi always feared how Reagan took USSR down - he wont let US do it to him via DT
Unfortunately, US crew seems to actually seek to do damage since they do everything exactly wrong
They like high gas prices and a weak dollar (as does the CCP issuing their checks).

JPMorgan Chase CEO Jamie Dimon slams Biden administration for 'incomprehensible and uncoordinated' policies, crippling cost of regulation and 'dysfunctional' politics​

  • Dimon called on Biden to organize military frameworks to make the world prosperous
  • He added that the war, the pandemic and inflation will have a 'meaningful effect on the economy for the next few years and on geopolitics for several decades'
  • He slammed the 'dysfunctional' politics of Washington that have turned the 'brightest minds' away from becoming leaders
  • 'Regulation has dramatically impeded our ability to build good infrastructure in a timely manner,' he said

 
As for war - Russia probably not losing

They practice "active defense" and not blitzkrieg - they use old equipment and sketchy conscripts in initial phases - they move around randomly.

Then they focus on cutting off supply lines and creating a perimeter.
You see "the claw" around N-S-E eastern Ukraine? That closes on trapped enemy eventually
Russia hasn't even used air forces yet - Ukraine soldiers hiding among civilians
Lots of "atrocities" are sloppy false flags
Mariupol was more a focus that Kiev (still has internet, water, food etc) - related to warm water port, Donbas, Crimea etc.

An expert from DHS/CIA warns Russia might be pretending to be weak like Napoleaopn in Battle of


"Dr. Pry warns that we cannot believe what we are seeing on TV and hearing from politicians about the Ukraine War. The narrative that Russia is bogged down or losing may be true. But the Ukraine government, and the Biden Administration, wants the world to believe this. Ukraine wants to encourage Western intervention. Biden wants the news focus to be on Russia's alleged failures in Ukraine, not on his catastrophic failure to deter Russian invasion. But what if the Russian's are themselves deliberately trying to provoke the West to fight in Ukraine, feigning weakness and failure so they can turn Ukraine into a tactical nuclear killing ground, Moscow's "final solution" to the problems of the U.S. and NATO? Remember the Battle of Austerlitz. Remember Afghanistan. "



DR. PETER VINCENT PRY

Dr. Peter Vincent Pry is Executive Director of the Task Force on National and Homeland
Security, a Congressional Advisory Board dedicated to achieving protection of the United
States from electromagnetic pulse (EMP), cyber attack, mass destruction terrorism and
other threats to civilian critical infrastructures on an accelerated basis. Dr. Pry also is
Director of the United States Nuclear Strategy Forum, an advisory board to Congress on
policies to counter Weapons of Mass Destruction...

Dr. Pry was an Intelligence Officer with the Central Intelligence Agency responsible for
analyzing Soviet and Russian nuclear strategy, operational plans, military doctrine, threat
perceptions, and developing U.S. paradigms for strategic warning (1985-1995). He also
served as a Verification Analyst at the U.S. Arms Control and Disarmament Agency
responsible for assessing Soviet compliance with strategic and military arms control
treaties (1984-1985

More:

 
As for war - Russia probably not losing

They practice "active defense" and not blitzkrieg - they use old equipment and sketchy conscripts in initial phases - they move around randomly.

Then they focus on cutting off supply lines and creating a perimeter.
You see "the claw" around N-S-E eastern Ukraine? That closes on trapped enemy eventually
Russia hasn't even used air forces yet - Ukraine soldiers hiding among civilians
Lots of "atrocities" are sloppy false flags
Mariupol was more a focus that Kiev (still has internet, water, food etc) - related to warm water port, Donbas, Crimea etc.

An expert from DHS/CIA warns Russia might be pretending to be weak like Napoleaopn in Battle of


"Dr. Pry warns that we cannot believe what we are seeing on TV and hearing from politicians about the Ukraine War. The narrative that Russia is bogged down or losing may be true. But the Ukraine government, and the Biden Administration, wants the world to believe this. Ukraine wants to encourage Western intervention. Biden wants the news focus to be on Russia's alleged failures in Ukraine, not on his catastrophic failure to deter Russian invasion. But what if the Russian's are themselves deliberately trying to provoke the West to fight in Ukraine, feigning weakness and failure so they can turn Ukraine into a tactical nuclear killing ground, Moscow's "final solution" to the problems of the U.S. and NATO? Remember the Battle of Austerlitz. Remember Afghanistan. "



DR. PETER VINCENT PRY

Dr. Peter Vincent Pry is Executive Director of the Task Force on National and Homeland
Security, a Congressional Advisory Board dedicated to achieving protection of the United
States from electromagnetic pulse (EMP), cyber attack, mass destruction terrorism and
other threats to civilian critical infrastructures on an accelerated basis. Dr. Pry also is
Director of the United States Nuclear Strategy Forum, an advisory board to Congress on
policies to counter Weapons of Mass Destruction...

Dr. Pry was an Intelligence Officer with the Central Intelligence Agency responsible for
analyzing Soviet and Russian nuclear strategy, operational plans, military doctrine, threat
perceptions, and developing U.S. paradigms for strategic warning (1985-1995). He also
served as a Verification Analyst at the U.S. Arms Control and Disarmament Agency
responsible for assessing Soviet compliance with strategic and military arms control
treaties (1984-1985

More:

Putin is certainly losing the war in terms of the world's public opinion. And that war is now unwinnable. He's desperately seeking to re-establish a USSR 2.0, in vain, though. On the world stage, politically and economically, he's isolated himself and Russia. The younger generations of Russians will refute his ambitions. They'll reclaim the nation and will shape a better future. But the path of that transition will be painful, in and out of Russia. What we're seeing is the beginning of the end.
 
Putin is certainly losing the war in terms of the world's public opinion. And that war is now unwinnable. He's desperately seeking to re-establish a USSR 2.0, in vain, though. On the world stage, politically and economically, he's isolated himself and Russia. The younger generations of Russians will refute his ambitions. They'll reclaim the nation and will shape a better future. But the path of that transition will be painful, in and out of Russia. What we're seeing is the beginning of the end.
Putin has destroyed the Russian economy. That's a Big L no matter how you look at it.
 
The best and brightest, the younger population, of Russia has left or will leave shortly from Russia. The old people are the ones convinced that Putin is making Russia great again just like Trump, amazing so many similarities.
 
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The best and brightest, the younger population, of Russia has left or will leave shortly from Russia. The old people are the ones convinced that Putin is making Russia great again just like Trump, amazing so many similarities.
[/QUOT
Yeah rite. Putin didn’t say boo when trump was in office. Soon as the bumbler got in it was open season. Brandon can hardly complete a sentence wo the White House stepping in to clean up what he “really” meant.
The index cards Bernie filled out for him on how to answer questions tells it all. The man is not running the show.
 
Inflation showing up in consumer habits now. I've mentioned before that consumers have so far seem to have been resilient and that I hadn't heard about a switch to private labels. This morning saw a story on the news that for the first time in about 2 years private labels are on the rise.

Recession fears going up too, mind you doesn't necessarily mean a deep one. I mentioned before except for a handful of times fed rate hike cycles usually lead to recession but not necessarily right away it could be year or two. I see predictions for 2023 and maybe towards the back half.
 
Think this is the start not the bottom. Will DCA on some names and ETFs at the right levels. Now I just have to figure out the right level 😀.
 
No politics! Just money and markets. :)
I had a really good response all typed out to a Russia-UKraine post above. But I won't do it, because I know it spirals.

But per Ukraine, and the market, a long drawn out affair, which it looks like we are now in, months more at least, is going to continue to feed the inflation issues.

Eventually I think it could be a positive to the US economy as we continue to transition to domestic, or West friendly, production, but it 's going to be a headwind in the short term.
 
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I had a really good response all typed out to a Russia-UKraine post above. But I won't do it, because I know it spirals.

But per Ukraine, and the market, a long drawn out affair, which it looks like we are now in, months more at least, is going to continue to feed the inflation issues.

Eventually I think it could be a positive to the US economy as we continue to transition to domestic, or West friendly, production, but it 's going to be a headwind in the short term.
Further sanctions today, including Russian oil and gas imports in Europe. This will stress already tight supplies there and here, as "we" ramp up production. It'll be a time of sacrifice. Europe recession forecast for 3Q22. We won't be far behind them.
 
So what's the thought on testing the lows from early March?

Was this merely a bear market rally?
 
Anyone getting in on TWTR?

A very nice move thus far. I think Musk will have a positive effect on a business that thus far has, despite significant user #'s, struggled in terms of turning a profit, and we know investors follow Musk's lead. I'm thinking that early move might only be the start of a much bigger move.

Now it could get dragged down by the overall market, so maybe a little patience in terms of jumping in.
 
So what's the thought on testing the lows from early March?

Was this merely a bear market rally?
Appears to be so. Likely retest lows, so below 4100 in the S&P. Question is how low? And how long? With inflation, the energy crunch, the Fed looking at multiple 50 bps moves beginning in May, the mid terms looming, the extended Ukraine invasion and possible expansion, we may be in for challenging times thru '23.
 
So what's the thought on testing the lows from early March?

Was this merely a bear market rally?
Doubtful we will test/excess the lows, but if we do, back up the truck and buy, buy, buy! I would love to add to NVDA and my leveraged plays. Also, I may beef up some crypto positions. Other than my normal E-Trade purchases, it's been slow on the buying front.
 
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