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OT: Stock and Investment Talk

Definitely saw articles about Xi losing support over the ridiculous COVID lockdowns and refusal of western vaccines. As for Putin, I bet this entire Ukraine situation doesn't end well for him.
first of all, I don't trust the media on ukraine at all given how inaccurate it's been. We know the Donbass has overwhelmingly voted for Russian annexation 2x and Russians view them as part of Russia. Those protests that the media made a bid deal out of were like a few hundred people but Putin's rallies are huge. To put the invasion in perspective, Putin went in with 150k total and half hit combat with half in reserve or something close to that. Put equipped them with older equipment with even mosins being photographed. Very stupid on his part but even then, ukraine almost folded. Ukraine won't hold out if Putin decides to overwhelm them, which he should.

to bring it all back to thread, that will be good for markets so everyone should want a fast Russian victory given how corrupt and degenerate the ukie gov't has been. Last year they were indiscriminately shelling their own people and being sanctioned for human trafficking by gov't officials but hey, orange man bad, Putin bad, leftwing media said so right
 
For the traders, at what level are you waiting to buy the following stocks? Here are my GTC orders

MSFT. GTC orders 252 and 242

GOOG GTC 107 and 105

Appl GTC 155 and 130

AMZN GTC I20 and 115

IBM Gtc 127

BRKB Gtc 277

USB 45

UNH 500

ALGN 235

These are the beginning point and will continue to buy as they go down.

I still question whether the market hit the June lows.
Looks like you hit several of these price points. I still think they go lower IMO. Im interested in Amzn and Appl, gonna wait a bit longer. That could be a mistake but there is always a risk.
 
Looks like you hit several of these price points. I still think they go lower IMO. Im interested in Amzn and Appl, gonna wait a bit longer. That could be a mistake but there is always a risk.
That was posted on August 30 when I didn’t think it would go lower than June, however, with the rate increase I changed my mind and lower my buying points. I did buy MSFT @242 but need to add more when S&P is at 3,500. I have the most of GOOG but waiting for lower price to buy more. I have a little APPL but want to buy closer to its 52 week low as well as a little AMZN waiting closer to 52 week low. Even though PE appear low for the techs, now they may lower their earnings forecast so they may fall further.

Brought IBM, BRK.B, USB, but got rid of ALGN because PE too high. I also started positions in CAT, EMR, MMM, BDX, VFC, JNJ and HON below or close to 52 week lows. I’ll feel more comfortable buying at 3,500, 3,400, and 3,300 S&P levels. Still at close to 20-25% in stocks.

Looking to buy ADBE, CRM, PYPL AMD and INTU when their PE become more reasonable.
 
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first of all, I don't trust the media on ukraine at all given how inaccurate it's been. We know the Donbass has overwhelmingly voted for Russian annexation 2x and Russians view them as part of Russia. Those protests that the media made a bid deal out of were like a few hundred people but Putin's rallies are huge. To put the invasion in perspective, Putin went in with 150k total and half hit combat with half in reserve or something close to that. Put equipped them with older equipment with even mosins being photographed. Very stupid on his part but even then, ukraine almost folded. Ukraine won't hold out if Putin decides to overwhelm them, which he should.

to bring it all back to thread, that will be good for markets so everyone should want a fast Russian victory given how corrupt and degenerate the ukie gov't has been. Last year they were indiscriminately shelling their own people and being sanctioned for human trafficking by gov't officials but hey, orange man bad, Putin bad, leftwing media said so right
A fast Russian victory? We’re like 5 months past that potential ending. At this point I think we should all want Ukraine to complete the counter offensive and push Russia out.

And yeah Putin is bad.
 
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That was posted on August 30 when I didn’t think it would go lower than June, however, with the rate increase I changed my mind and lower my buying points. I did buy MSFT @242 but need to add more when S&P is at 3,500. I have the most of GOOG but waiting for lower price to buy more. I have a little APPL but want to buy closer to its 52 week low as well as a little AMZN waiting closer to 52 week low. Even though PE appear low for the techs, now they may lower their earnings forecast so they may fall further.

Brought IBM, BRK.B, USB, but got rid of ALGN because PE too high. I also started positions in CAT, EMR, MMM, BDX, VFC, JNJ and HON below or close to 52 week lows. I’ll feel more comfortable buying at 3,500, 3,400, and 3,300 S&P levels. Still at close to 20-25% in stocks.

Looking to buy ADBE, CRM, PYPL AMD and INTU when their PE become more reasonable.
Looking like Amazon has something on Wednesday. Not sure if I pull the trigger before then. I'll probably wait a bit or maybe get a bit at a time.

Looks like 52 week low for Amzn is $101 and Appl $129
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That was posted on August 30 when I didn’t think it would go lower than June, however, with the rate increase I changed my mind and lower my buying points. I did buy MSFT @242 but need to add more when S&P is at 3,500. I have the most of GOOG but waiting for lower price to buy more. I have a little APPL but want to buy closer to its 52 week low as well as a little AMZN waiting closer to 52 week low. Even though PE appear low for the techs, now they may lower their earnings forecast so they may fall further.

Brought IBM, BRK.B, USB, but got rid of ALGN because PE too high. I also started positions in CAT, EMR, MMM, BDX, VFC, JNJ and HON below or close to 52 week lows. I’ll feel more comfortable buying at 3,500, 3,400, and 3,300 S&P levels. Still at close to 20-25% in stocks.

Looking to buy ADBE, CRM, PYPL AMD and INTU when their PE become more reasonable.
Very good plan. CRM, ADBE, and AMD are screaming buys now.
 
I know there were some recent threads out there, but I looked and could not find them.

So I'm starting one up fresh.
I'm a useless POS Bot that was registered just to bump threads and promote websites.
 
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A fast Russian victory? We’re like 5 months past that potential ending. At this point I think we should all want Ukraine to complete the counter offensive and push Russia out.

And yeah Putin is bad.

The "offensive" is mythological.

Russia practices "active defense" - they move around seeking to destroy enemy forces and aren't focuses on keeping geography ("holding" territory is often a logistical nightmare - it wrecked Nazis in Russia).
Ukraine's forces were nested near urban/civilian centers and ready to make "last stands"
The US egged them on to "attack" empty areas Russia had vacated, and then they became a target and were decimated.

US is keeping the war going with Ukraine's corrupt "wee Ned."

Alas:

"1) Russians inflicted huge casualties on the Ukrainians that advanced to Izium.

2) Russians took very, very few casualties.

3) Ukrainians advanced through empty space. They did not force the Russians out. They simply moved in after the Russians withdrew.

4) Ukrainian forces are now out of the cities and forests and must fight in the open. This the fight the Russians prefer...

"Given Washington’s inability to end the war in Ukraine with the defeat of Russian arms, it seems certain that the Beltway will try instead to turn the ruins of the Ukrainian state into an open wound in Russia’s side that will never heal. From the beginning, the problem with this approach was that Russia always had the resources to dramatically escalate the fighting and end the fighting in Ukraine on very harsh terms. Escalation is now in progress. ..

Washington always mistook Putin’s readiness to negotiate and limit the scope and destructiveness of the campaign in Ukraine as evidence of weakness, when it was clear that Putin’s aims were always restricted to the elimination of the NATO threat to Russia in Eastern Ukraine. Washington’s strategy of exploiting the conflict to sell F-35 fighter jets to Germany—along with large numbers of missiles, rockets, and radars to Central and East European allied governments—is now backfiring.

The defense establishment has a long record of success in tranquilizing American voters with meaningless clichés. As conditions favorable to Moscow develop in Eastern Ukraine and the Russian position in the world grows stronger, Washington confronts a stark choice: Talk about having successfully “degraded Russian power” in Ukraine and scale back its actions. Or risk a regional war with Russia that will engulf Europe....

As of this date, Kiev continues to oblige Moscow by impaling Ukraine’s last reserves of manpower on Russian defenses. Washington, insists President Biden, will support Ukraine “as long as it takes.” But if Washington continues to drain America’s strategic oil reserve, and ship American war stocks to Ukraine, the ability to protect and provision the United States will compete with supporting Ukraine."

 
GBP flash crashed overnight and is now at parity with the USD. Crazy.

This new PM Truss is retarded. They have had a string of terrible leaders but she is the worst by a mile. I'm convinced they put her in charge to set her up as the fall guy for all their failures.
 
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Specifically, Hartnett said the ongoing bond market crash can lead to a credit event that would effectively unwind the long US dollar, long US tech, and long private equity trades, which have been widely held by investors for years.

Those crowded trades have helped catapult mega-cap tech companies like Apple, Amazon, Alphabet and Microsoft into trillion-dollar behemoths that make up nearly 20% of the S&P 500.

"True capitulation is when investors sell what they love and own," Hartnett said.

Aside from investor capitulation, one more sign that a bottom in the stock market has arrived is when interest rates peak, but given the Fed's hawkish commentary at Wednesday's FOMC meeting, that may not happen anytime soon.

"Fed funds, Treasury yields, US unemployment rate all heading into 4-5% range next 4-5 months/quarters," Hartnett said, adding that investors want policy coordination and credibility from governments and central banks, and "until they get it are likely to press shorts."

Despite the bearish view, Hartnett is constructive on US stocks if they continue to fall lower. "Nibble at 3,600 [on the S&P 500], bite at 3,300, gorge at 3,000," Hartnett said. But until those levels are reached, cash and commodities are likely to outperform stocks and bonds, according to the note.

A decline to Hartnett's 3,000 scenario on the S&P 500 represents potential downside of 18% from current levels. The S&P 500 hit a low of 3,663 during Friday's steep sell-off
 
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Specifically, Hartnett said the ongoing bond market crash can lead to a credit event that would effectively unwind the long US dollar, long US tech, and long private equity trades, which have been widely held by investors for years.

Those crowded trades have helped catapult mega-cap tech companies like Apple, Amazon, Alphabet and Microsoft into trillion-dollar behemoths that make up nearly 20% of the S&P 500.

"True capitulation is when investors sell what they love and own," Hartnett said.

Aside from investor capitulation, one more sign that a bottom in the stock market has arrived is when interest rates peak, but given the Fed's hawkish commentary at Wednesday's FOMC meeting, that may not happen anytime soon.

"Fed funds, Treasury yields, US unemployment rate all heading into 4-5% range next 4-5 months/quarters," Hartnett said, adding that investors want policy coordination and credibility from governments and central banks, and "until they get it are likely to press shorts."

Despite the bearish view, Hartnett is constructive on US stocks if they continue to fall lower. "Nibble at 3,600 [on the S&P 500], bite at 3,300, gorge at 3,000," Hartnett said. But until those levels are reached, cash and commodities are likely to outperform stocks and bonds, according to the note.

A decline to Hartnett's 3,000 scenario on the S&P 500 represents potential downside of 18% from current levels. The S&P 500 hit a low of 3,663 during Friday's steep sell-off
True capitulation is when rich folks rather pay taxes than riding it out.
 
I'm a useless POS Bot that was registered just to bump threads and promote websites.
My first recommendation as a nonprofessional is keep your debt low because it is difficult to get investment returns with a higher rate of return than you have to pay on debt

Second is know what you are buying. If it is confusing to you either learn about it or don’t buy it.

Third know what your objectives are for the money and buy the appropriate investment that fits into that time frame
 
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when everyone panics, begin buying
Plenty of that happening already. People freaking out after the last 2 months of CPI reports is hysterical. We got a 0.0 and 0.1 MoM readings. That translates to 0.6% annualized.....way, way lower than the Feds 2% target.

Also, who is selling now after such a downturn? They are locking in big losses just because of panic and emotion.

Very fascinating to watch.
 
My first recommendation as a nonprofessional is keep your debt low because it is difficult to get investment returns with a higher rate of return than you have to pay on debt

Second is know what you are buying. If it is confusing to you either learn about it or don’t buy it.

Third know what your objectives are for the money and buy the appropriate investment that fits into that time frame
Also, forgot to mention to start slow. Small amount of money and try a broad index ETF to begin. VOO (tracks the S&P 500) or VTI (tracks the entire US market). These are good building blocks for learning the market and see how you respond to the ups and downs of investing.
 
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Specifically, Hartnett said the ongoing bond market crash can lead to a credit event that would effectively unwind the long US dollar, long US tech, and long private equity trades, which have been widely held by investors for years.

Those crowded trades have helped catapult mega-cap tech companies like Apple, Amazon, Alphabet and Microsoft into trillion-dollar behemoths that make up nearly 20% of the S&P 500.

"True capitulation is when investors sell what they love and own," Hartnett said.

Aside from investor capitulation, one more sign that a bottom in the stock market has arrived is when interest rates peak, but given the Fed's hawkish commentary at Wednesday's FOMC meeting, that may not happen anytime soon.

"Fed funds, Treasury yields, US unemployment rate all heading into 4-5% range next 4-5 months/quarters," Hartnett said, adding that investors want policy coordination and credibility from governments and central banks, and "until they get it are likely to press shorts."

Despite the bearish view, Hartnett is constructive on US stocks if they continue to fall lower. "Nibble at 3,600 [on the S&P 500], bite at 3,300, gorge at 3,000," Hartnett said. But until those levels are reached, cash and commodities are likely to outperform stocks and bonds, according to the note.

A decline to Hartnett's 3,000 scenario on the S&P 500 represents potential downside of 18% from current levels. The S&P 500 hit a low of 3,663 during Friday's steep sell-off
Most selling now is just fear and panic. Who would sell and lock in such large losses. Only reason.....stomachs not strong enough.
 
Plenty of that happening already. People freaking out after the last 2 months of CPI reports is hysterical. We got a 0.0 and 0.1 MoM readings. That translates to 0.6% annualized.....way, way lower than the Feds 2% target.

Also, who is selling now after such a downturn? They are locking in big losses just because of panic and emotion.

Very fascinating to watch.
Everyone has it wrong but you. My series I bonds disagree with you.
 
Xi seems safe for now but regime change in Russia and Iran seem possible this morning. Young women in Iran are fed up (openly mocking the mullahs and protesting) and the men (those who haven’t escaped the awful country) in Russia are fed up (one “recruitment” commander killed in Far East Russia today).
Good things happen when you trust your very own CIA…
 
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The "offensive" is mythological.

Russia practices "active defense" - they move around seeking to destroy enemy forces and aren't focuses on keeping geography ("holding" territory is often a logistical nightmare - it wrecked Nazis in Russia).
Ukraine's forces were nested near urban/civilian centers and ready to make "last stands"
The US egged them on to "attack" empty areas Russia had vacated, and then they became a target and were decimated.

US is keeping the war going with Ukraine's corrupt "wee Ned."

Alas:

"1) Russians inflicted huge casualties on the Ukrainians that advanced to Izium.

2) Russians took very, very few casualties.

3) Ukrainians advanced through empty space. They did not force the Russians out. They simply moved in after the Russians withdrew.

4) Ukrainian forces are now out of the cities and forests and must fight in the open. This the fight the Russians prefer...

"Given Washington’s inability to end the war in Ukraine with the defeat of Russian arms, it seems certain that the Beltway will try instead to turn the ruins of the Ukrainian state into an open wound in Russia’s side that will never heal. From the beginning, the problem with this approach was that Russia always had the resources to dramatically escalate the fighting and end the fighting in Ukraine on very harsh terms. Escalation is now in progress. ..

Washington always mistook Putin’s readiness to negotiate and limit the scope and destructiveness of the campaign in Ukraine as evidence of weakness, when it was clear that Putin’s aims were always restricted to the elimination of the NATO threat to Russia in Eastern Ukraine. Washington’s strategy of exploiting the conflict to sell F-35 fighter jets to Germany—along with large numbers of missiles, rockets, and radars to Central and East European allied governments—is now backfiring.

The defense establishment has a long record of success in tranquilizing American voters with meaningless clichés. As conditions favorable to Moscow develop in Eastern Ukraine and the Russian position in the world grows stronger, Washington confronts a stark choice: Talk about having successfully “degraded Russian power” in Ukraine and scale back its actions. Or risk a regional war with Russia that will engulf Europe....

As of this date, Kiev continues to oblige Moscow by impaling Ukraine’s last reserves of manpower on Russian defenses. Washington, insists President Biden, will support Ukraine “as long as it takes.” But if Washington continues to drain America’s strategic oil reserve, and ship American war stocks to Ukraine, the ability to protect and provision the United States will compete with supporting Ukraine."

Has your account been taken over by a Russian bot or what? LOL

That's the most incredibly lame, misinformed, fact-free "analysis" of the situation I've seen or heard. And that website? It's like pointing people at Rachel Maddow for an unbiased examination of abortion laws. They should rename the link: "Puerile Propaganda for Puppets".

And people actually gave the post likes. 🤣🤣🤣

Funny stuff. Keep it coming please.
 
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My first recommendation as a nonprofessional is keep your debt low because it is difficult to get investment returns with a higher rate of return than you have to pay on debt

Second is know what you are buying. If it is confusing to you either learn about it or don’t buy it.

Third know what your objectives are for the money and buy the appropriate investment that fits into that time frame
I'm pretty sure the poster to whom you responded is a bot. The link embedded in the post is a dead-giveaway. As is the tone.
 

Specifically, Hartnett said the ongoing bond market crash can lead to a credit event that would effectively unwind the long US dollar, long US tech, and long private equity trades, which have been widely held by investors for years.

Those crowded trades have helped catapult mega-cap tech companies like Apple, Amazon, Alphabet and Microsoft into trillion-dollar behemoths that make up nearly 20% of the S&P 500.

"True capitulation is when investors sell what they love and own," Hartnett said.

Aside from investor capitulation, one more sign that a bottom in the stock market has arrived is when interest rates peak, but given the Fed's hawkish commentary at Wednesday's FOMC meeting, that may not happen anytime soon.

"Fed funds, Treasury yields, US unemployment rate all heading into 4-5% range next 4-5 months/quarters," Hartnett said, adding that investors want policy coordination and credibility from governments and central banks, and "until they get it are likely to press shorts."

Despite the bearish view, Hartnett is constructive on US stocks if they continue to fall lower. "Nibble at 3,600 [on the S&P 500], bite at 3,300, gorge at 3,000," Hartnett said. But until those levels are reached, cash and commodities are likely to outperform stocks and bonds, according to the note.

A decline to Hartnett's 3,000 scenario on the S&P 500 represents potential downside of 18% from current levels. The S&P 500 hit a low of 3,663 during Friday's steep sell-off


Regarding the dollar that makes no sense. If people are selling credit and stocks they will still be in the dollar.

If they decide to get out of the dollar where are they going to put their money? Bitcoin? Euro? JY?
 
The "offensive" is mythological.

Russia practices "active defense" - they move around seeking to destroy enemy forces and aren't focuses on keeping geography ("holding" territory is often a logistical nightmare - it wrecked Nazis in Russia).
Ukraine's forces were nested near urban/civilian centers and ready to make "last stands"
The US egged them on to "attack" empty areas Russia had vacated, and then they became a target and were decimated.

US is keeping the war going with Ukraine's corrupt "wee Ned."

Alas:

"1) Russians inflicted huge casualties on the Ukrainians that advanced to Izium.

2) Russians took very, very few casualties.

3) Ukrainians advanced through empty space. They did not force the Russians out. They simply moved in after the Russians withdrew.

4) Ukrainian forces are now out of the cities and forests and must fight in the open. This the fight the Russians prefer...

"Given Washington’s inability to end the war in Ukraine with the defeat of Russian arms, it seems certain that the Beltway will try instead to turn the ruins of the Ukrainian state into an open wound in Russia’s side that will never heal. From the beginning, the problem with this approach was that Russia always had the resources to dramatically escalate the fighting and end the fighting in Ukraine on very harsh terms. Escalation is now in progress. ..

Washington always mistook Putin’s readiness to negotiate and limit the scope and destructiveness of the campaign in Ukraine as evidence of weakness, when it was clear that Putin’s aims were always restricted to the elimination of the NATO threat to Russia in Eastern Ukraine. Washington’s strategy of exploiting the conflict to sell F-35 fighter jets to Germany—along with large numbers of missiles, rockets, and radars to Central and East European allied governments—is now backfiring.

The defense establishment has a long record of success in tranquilizing American voters with meaningless clichés. As conditions favorable to Moscow develop in Eastern Ukraine and the Russian position in the world grows stronger, Washington confronts a stark choice: Talk about having successfully “degraded Russian power” in Ukraine and scale back its actions. Or risk a regional war with Russia that will engulf Europe....

As of this date, Kiev continues to oblige Moscow by impaling Ukraine’s last reserves of manpower on Russian defenses. Washington, insists President Biden, will support Ukraine “as long as it takes.” But if Washington continues to drain America’s strategic oil reserve, and ship American war stocks to Ukraine, the ability to protect and provision the United States will compete with supporting Ukraine."

Man, does Putin email this propaganda directly to you?

This might be somewhat believable if we didn't see Russia fail miserably to take Kyiv, struggle to take any new land since early in the invasion, lose 1000 square miles around Kharkiv, and now need to call up 300,000 more troops.

This has been an epic failure for Putin, the idea that Russia's position in the world is growing stronger is ridiculous.

Sure some countries are buying their oil, but that's pretty much all they are, a source of oil.
 
Man, does Putin email this propaganda directly to you?

This might be somewhat believable if we didn't see Russia fail miserably to take Kyiv, struggle to take any new land since early in the invasion, lose 1000 square miles around Kharkiv, and now need to call up 300,000 more troops.

This has been an epic failure for Putin, the idea that Russia's position in the world is growing stronger is ridiculous.

Sure some countries are buying their oil, but that's pretty much all they are, a source of oil.
Sure. But a source of oil that also happens to have the largest nuke arsenal in the world. A desperate despot with a wounded ego and that arsenal is problematic, to say the least.
 
My gym just jacked up my rate. I guess they wanted to jump on the inflation band wagon before people go broke with the looming recession LOL
 
Sure. But a source of oil that also happens to have the largest nuke arsenal in the world. A desperate despot with a wounded ego and that arsenal is problematic, to say the least.
No doubt, oil and nukes. And the combo, especially the latter absolutely makes them problematic.

But their position in the world is by no means growing stronger. Not after having proven that their military is pretty much in line with their economy. IE not a super power.
 
I would not count Russia out militarily at all. they possess strong military, technology advance systems, lead in metalurgy, propulsion platforms, advanced radar systems and more. They held half their men in reserve using old and outdated equipment. If Russia wanted to overrun ukraine they could. The mistake Putin made was to follow our model of limited war when war should be brutal, decisive and unrelenting until the objective is met.

Anyone counting Russia out needs to stop watching western media who has proven to be more than corrupted akin to yellow journalism.
 
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I would not count Russia out militarily at all. they possess strong military, technology advance systems, lead in metalurgy, propulsion platforms, advanced radar systems and more. They held half their men in reserve using old and outdated equipment. If Russia wanted to overrun ukraine they could. The mistake Putin made was to follow our model of limited war when war should be brutal, decisive and unrelenting until the objective is met.

Anyone counting Russia out needs to stop watching western media who has proven to be more than corrupted akin to yellow journalism.
Most of the new conscripts Russia is getting would rather drive their tanks into Moscow than into Kharkiv.
 
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I would not count Russia out militarily at all. they possess strong military, technology advance systems, lead in metalurgy, propulsion platforms, advanced radar systems and more. They held half their men in reserve using old and outdated equipment. If Russia wanted to overrun ukraine they could. The mistake Putin made was to follow our model of limited war when war should be brutal, decisive and unrelenting until the objective is met.

Anyone counting Russia out needs to stop watching western media who has proven to be more than corrupted akin to yellow journalism.
When Putin rolled in with a 50 mile convoy of tanks, heavy artillery and other vehicles, which was subsequently blown to shreds as it approached Kyiv, I don't think he was following some model of limited war.

This is not about "yellow journalism", this about looking at the maps. Russia advanced early, failed a key objective early on when it abandoned plans to take Kyiv, and has taken very little land since, in fact they just lost a sizable chunk.

I was a little wary that the Western media, and this includes numerous former US military personnel, was pumping up the Ukrainians chances early on, but as it turns out they've proven very accurate on this front.
 
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