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OT: Stock and Investment Talk

I agree with @RUDead on this point. I just can't put much credence into those #'s. I'm going to highly doubt the troop casualty rate is 7 to 1.
I don’t doubt it since it is now always HIMARS o’clock…to steal from a meme. BBC is reporting those numbers and they consider them to be the best estimates.
 
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Well when you say things like this, one wonders.

That's my opinion based on the results so far.

Amazing how think my opinion is propaganda but yours is not when you are the one reinforcing the Qanon accusation.

Go back to my original post. Those are just facts. What happens from here is anyone's guess.
 
That's my opinion based on the results so far.

Amazing how think my opinion is propaganda but yours is not when you are the one reinforcing the Qanon accusation.

Go back to my original post. Those are just facts. What happens from here is anyone's guess.

Let's look to see if we can find some opinions masquerading as facts in your original post
Russia has taken 20% of Ukraine and annexed it.
Russia has crippled the energy infrastructure of the entire country of Ukraine
Russia devastated the much larger Ukrainian army and is only now bringing in large numbers of troops.
Ukraine is in the early stages of humanitarian and refugee crisis.


On the other hand:

Ukraine won back some territory that they had previously lost.


This war isn't close so far and its looks like its about to get much worse for Ukrainians.

Yup, found some.

And yes I did highlight a couple well chosen adjectives which try to paint a picture a particular way. Ya know, like propoganda.
 
Let's look to see if we can find some opinions masquerading as facts in your original post


Yup, found some.

And yes I did highlight a couple well chosen adjectives which try to paint a picture a particular way. Ya know, like propoganda.

NO go read your own posts.
 
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I look at it as Ukraine is fighting for more and their people are all in. In the long run that usually means something

I wonder what happens if Putin is as sick as we hear and either dies or is incapacitated and no longer in charge

So it is possible Ukraine ultimately prevails even if they lose in the short term
 
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Putin looks sickly due to stress and the long knives coming out for him. I wouldn't be surprised if he has one of those Russian "accidents" soon.
Nah, he'll be fine. Russia not wrong here and until invasion, ukies were on a slew of un sanction lists for crimes against its citizens. Go Russia!!!!

Let's not forget broken agreements by nato/west and more encroachments. Helen kellar could see this would happen
 
And you too need to be wary of that.

Certainly be wary of info coming from the former KGB guy.
As opposed to leftist inspired media?0. What's funny is last year the libs hated Ukraine running stories on neo nazis, war crimes from 2015 2015, un crimes sanctions bur now Ukraine is all Joan of ark. Lol

Fk ukraine
 
Not wow, just educated. Educate yourself here. Russia could be brutal here and they've not. I understand some of you weak minded fools believe your msm talking points but it's embarrassing to see so many adults oblivious to realities of failed geopolitical endeavors
So you are going back and laying this at the feet of George HW Bush, James Baker and Gorbachev?
 
As opposed to leftist inspired media?0. What's funny is last year the libs hated Ukraine running stories on neo nazis, war crimes from 2015 2015, un crimes sanctions bur now Ukraine is all Joan of ark. Lol

Fk ukraine
And while we’re at it, fk the Constitution!… just like ‘45’ is truthing on his lil Twitter today lol. People do love their kings…
 
anyways. GOLD looking pretty good. Could it continue higher even if the broader market pulls back?
I've been getting more exposure to precious and rare metals via stocks, ETFs, or other vehicles (not the metals themselves). Our Roth IRAs are managed and my advisor is bullish on the sector. This includes uranium as well.
 
Because I am basing it on the results, not "what should have happened" like you guys. Facts matter not the narrative.

Why do you keep bringing up QAnon?

You are too dumb for me to keep wasting my time responding to you.
Did you not hear or read Putin's speech from months ago about there being no such country as Ukraine and that it was a part of the larger Russian/Soviet empire? His goal was to rid the world of "Ukraine" and its culture which he believes to be Russian. That doesn't come from MSM, but directly from his lips. Obviously that goal hasn't been reached.
 
Russia is winning the war as much as the US won in Afghanistan. Russia has never looked weaker.
The US didn’t take 60% casualties. Russia has no men left to hold territory and has exhausted its stockpile of artillery. And the “Nazis” they vowed to remove from power are still there.
 
Didn't you chalk Kharkiv up as a win for Russia?

Your takes are brutal.

I go by what I learn from non-corporate people in Ukraine, and honest and knowledgeable experts like John Mearsheimer and Douglas Macgregor (only ex general that knows the facts and don't float MSM agitprop).

It was obvious from the start that Russia wanted to get Zelensky (using their specisl and not try to take Ukraine after big war. The Russian military first in Ukraine was comprised of inexperienced conscripts and old tanks etc from 1980s-90s. Early troops were expendables to start - then Turkish drones and NATO training for Ukraine Troops made sure they were expendable.

Then US and UK/EU rushed-in with the stated goal of crushing Russia's military and preserving the Ukraine mafia that serves as DC's money laundering operation ( that FTX and SBF were a central part of - and lots of US aid money got back to US elections). US Arms manufacturers also loved the war and lobbied. US/EU/UK totally made sure a localized dispute became a massive destruction event that not only inflamed Russia and Ukraine but did massive self-damage.

Now Ukraine is poised to suffer a massive offensive as soon as the ground is continuously frozen. 500-700k Russian troops are poised to go (it will go to one million if US forces get involved). Ukraine's infrastructure is a mess and Kiev (who never lost electric for most of the war) is reading for total evacuation from lack of electric.

US calling for "regime change" and weakening itself while spending billions and wasting arms made sure Ukraine would escalate into massive destruction when it didn't need to happen. Only WWI had so many ninnies making such stupid short range decisions at once. Now the same ninnies are seizing 300+ farms in Netherlands - pretty much advancing the global famine scenario

Zelensky for his part tried a false flag with Poland strike, and US weapons are showing up around thew world and Ukraine forces videoed their own atrocities. Ukraine is a mafia and they are deeply involved with US corruption

Kyiv preparing for total electricity blackout, possible evacuation
https://thehill.com/policy/internat...tal-electricity-blackout-possible-evacuation/





 
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I go by what I learn from non-corporate people in Ukraine, and honest and knowledgeable experts like John Mearsheimer and Douglas Macgregor (only ex general that knows the facts and don't float MSM agitprop).

It was obvious from the start that Russia wanted to get Zelensky (using their specisl and not try to take Ukraine after big war. The Russian military first in Ukraine was comprised of inexperienced conscripts and old tanks etc from 1980s-90s. Early troops were expendables to start - then Turkish drones and NATO training for Ukraine Troops made sure they were expendable.

Then US and UK/EU rushed-in with the stated goal of crushing Russia's military and preserving the Ukraine mafia that serves as DC's money laundering operation ( that FTX and SBF were a central part of - and lots of US aid money got back to US elections). US Arms manufacturers also loved the war and lobbied. US/EU/UK totally made sure a localized dispute became a massive destruction event that not only inflamed Russia and Ukraine but did massive self-damage.

Now Ukraine is poised to suffer a massive offensive as soon as the ground is continuously frozen. 500-700k Russian troops are poised to go (it will go to one million if US forces get involved). Ukraine's infrastructure is a mess and Kiev (who never lost electric for most of the war) is reading for total evacuation from lack of electric.

US calling for "regime change" and weakening itself while spending billions and wasting arms made sure Ukraine would escalate into massive destruction when it didn't need to happen. Only WWI had so many ninnies making such stupid short range decisions at once. Now the same ninnies are seizing 300+ farms in Netherlands - pretty much advancing the global famine scenario

Zelensky for his part tried a false flag with Poland strike, and US weapons are showing up around thew world and Ukraine forces videoed their own atrocities. Ukraine is a mafia and they are deeply involved with US corruption

Kyiv preparing for total electricity blackout, possible evacuation​

https://thehill.com/policy/internat...tal-electricity-blackout-possible-evacuation/





MacGregor was not a general, so right off the back your spreading false information.

He did say this though:

"The war is really over for the Ukrainians," Macgregor said. "They have been grounded to bits. There's no question about that despite what we report on our mainstream media."

And he said this as well:

"If they don't surrender in the next 24 hours, I suspect Russia will ultimately annihilate them."

That was back in March.

So clearly this guy does not have a strong grasp on what is going on over there, might be a good idea to find another source of information.
 
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I go by what I learn from non-corporate people in Ukraine, and honest and knowledgeable experts like John Mearsheimer and Douglas Macgregor (only ex general that knows the facts and don't float MSM agitprop).

It was obvious from the start that Russia wanted to get Zelensky (using their specisl and not try to take Ukraine after big war. The Russian military first in Ukraine was comprised of inexperienced conscripts and old tanks etc from 1980s-90s. Early troops were expendables to start - then Turkish drones and NATO training for Ukraine Troops made sure they were expendable.

Then US and UK/EU rushed-in with the stated goal of crushing Russia's military and preserving the Ukraine mafia that serves as DC's money laundering operation ( that FTX and SBF were a central part of - and lots of US aid money got back to US elections). US Arms manufacturers also loved the war and lobbied. US/EU/UK totally made sure a localized dispute became a massive destruction event that not only inflamed Russia and Ukraine but did massive self-damage.

Now Ukraine is poised to suffer a massive offensive as soon as the ground is continuously frozen. 500-700k Russian troops are poised to go (it will go to one million if US forces get involved). Ukraine's infrastructure is a mess and Kiev (who never lost electric for most of the war) is reading for total evacuation from lack of electric.

US calling for "regime change" and weakening itself while spending billions and wasting arms made sure Ukraine would escalate into massive destruction when it didn't need to happen. Only WWI had so many ninnies making such stupid short range decisions at once. Now the same ninnies are seizing 300+ farms in Netherlands - pretty much advancing the global famine scenario

Zelensky for his part tried a false flag with Poland strike, and US weapons are showing up around thew world and Ukraine forces videoed their own atrocities. Ukraine is a mafia and they are deeply involved with US corruption

Kyiv preparing for total electricity blackout, possible evacuation​

https://thehill.com/policy/internat...tal-electricity-blackout-possible-evacuation/





So your news source is almayadeen, a subsidiary of Al Jazeera?
 
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So your news source is almayadeen, a subsidiary of Al Jazeera?
If you watch that video of MacGregor, when talking about Russia bombing Ukraine infrastructure he says "that is what we're now doing".

Basically coming right out and saying he is on the Russian payroll.

I really want to get back to stock talk, but I felt like this guy needs to be exposed for what he is.
 
If you watch that video of MacGregor, when talking about Russia bombing Ukraine infrastructure he says "that is what we're now doing".

Basically coming right out and saying he is on the Russian payroll.

I really want to get back to stock talk, but I felt like this guy needs to be exposed for what he is.
As for the markets, not many events this week. Thursday has a few interesting earning reports, but the only big event is PPI on Friday.
 
Important heads up:


Speaks for itself:

RNZL33U2BNHTFH7MHT242GTMUE.png
 
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Definitely hearing more and more talk that mega cap tech is not the place to be. And not just in the short term.
Mega cap tech will always be the place to be unless society changes. Those valuations have dropped like a rock as well (but from a higher starting point). I'm long hold on these amazing companies. They will perform nicely as inflation comes down. Remember, the last positive CPI report generated a 7% pop in the Nasdaq.

As for small caps, wow, what an opportunity! I'm doing my typical broad index plays. I converted VB to UWM in one of my accounts and will likely do so with another (both tax-deferred). Also, itching to start a position in LABU (buying under $7). Very high on biotech.
 
Mega cap tech will always be the place to be unless society changes. Those valuations have dropped like a rock as well (but from a higher starting point). I'm long hold on these amazing companies. They will perform nicely as inflation comes down. Remember, the last positive CPI report generated a 7% pop in the Nasdaq.

As for small caps, wow, what an opportunity! I'm doing my typical broad index plays. I converted VB to UWM in one of my accounts and will likely do so with another (both tax-deferred). Also, itching to start a position in LABU (buying under $7). Very high on biotech.
LABU = -79.47% YTD. No where to go but up, you say?
 
LABU = -79.47% YTD. No where to go but up, you say?
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That's when you need to use these leverage ETFs. Get in after a crash, maximize the rally back to the high, and then get the F out! These are not stocks that can go to zero. So unless you think biotech will never rally back to ATHs, it's a relatively safe bet.

But most don't have the stomach. Understand the math, expect the ride, plan your exit level.
 
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That's when you need to use these leverage ETFs. Get in after a crash, maximize the rally back to the high, and then get the F out! These are not stocks that can go to zero. So unless you think biotech will never rally back to ATHs, it's a relatively safe bet.

But most don't have the stomach. Understand the math, expect the ride, plan your exit level.
So when are you going "in"? What is your entry point?
 
So when are you going "in"? What is your entry point?
For LABU? I actually bought a little at $6.60'ish and will buy more in the 6's. I have a small amount of extra cash in my Fidelity Rollover IRA. Will save 50% of the cash for if it dips below $6. That's my plan.
 
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there are a handful of Rivian trucks in town. I think I was the first Lighting and the only one until last week.
 
Mega cap tech will always be the place to be unless society changes. Those valuations have dropped like a rock as well (but from a higher starting point). I'm long hold on these amazing companies. They will perform nicely as inflation comes down. Remember, the last positive CPI report generated a 7% pop in the Nasdaq.

As for small caps, wow, what an opportunity! I'm doing my typical broad index plays. I converted VB to UWM in one of my accounts and will likely do so with another (both tax-deferred). Also, itching to start a position in LABU (buying under $7). Very high on biotech.
The valuations may have come in but is there future growth in these mammoth companies to warrant investment? Or is money better put to smaller companies with much better growth potential?
 
The valuations may have come in but is there future growth in these mammoth companies to warrant investment? Or is money better put to smaller companies with much better growth potential?
I'm a small cap bull right now and increasing my exposure. However, the core of the market, society, and my portfolio will remain the big boys. They have come down a lot as well. Amazing opportunities exist within mega cap.

Just depends on your time horizon and how much you want to trade.
 
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So your news source is almayadeen, a subsidiary of Al Jazeera?

Forerign sources are often better than the US media hive echo chambers
Even Obama staffer Ben Rhodes used to make fun of how easily misled the media is.
He convinced MSM a new Iranian "president" was a moderate who could be trusted with nuke talks
All Iranian "presidents" are just a puppets for Mullahs but press corps was clueless (as they are now about Ukraine)

"Rhodes singled out a key example to me one day, laced with the brutal contempt that is a hallmark of his private utterances. “All these newspapers used to have foreign bureaus,” he said. “Now they don’t. They call us to explain to them what’s happening in Moscow and Cairo. Most of the outlets are reporting on world events from Washington. The average reporter we talk to is 27 years old, and their only reporting experience consists of being around political campaigns. That’s a sea change. They literally know nothing..,

Rhodes’s war room did its work on Capitol Hill and with reporters. In the spring of last year, legions of arms-control experts began popping up at think tanks and on social media, and then became key sources for hundreds of often-clueless reporters. “We created an echo chamber,” he admitted, when I asked him to explain the onslaught of freshly minted experts cheerleading for the deal. “They were saying things that validated what we had given them to say.”

THAT^^^ is exactly what's going on with Ukraine
They just keep echoing the same fables



 
Its been my unprofessional opinion that banks, financials, markets etc have probably lost track of a lot of things (See movie "Margin Call" with Stanley Tucci). In 2008 crisis the WSJ reported computer models meant to send "red flags" never sent them because the models were measuring the wrong variables. With so many mergers and acquisitions, along with rising complexity and reliance on electronics (and lying governments) I think things have gone untracked (dispersal of responsibility etc)

SURE ENOUGH :

"(Bloomberg) -- There’s a hidden risk to the global financial system embedded in the $65 trillion of dollar debt being held by non-US institutions via currency derivatives, according to the Bank for International Settlements.

In a paper with the title “huge, missing and growing,” the BIS said a lack of information is making it harder for policy makers to anticipate the next financial crisis. In particular, they raised concern with the fact that the debt is going unrecorded on balance sheets because of accounting conventions on how to track derivative positions...

It’s that opacity that puts policymakers at a disadvantage, according to BIS researchers Claudio Borio, Robert McCauley and Patrick McGuire.

“It is not even clear how many analysts are aware of the existence of the large off-balance sheet obligations,” they wrote. “In times of crises, policies to restore the smooth flow of short-term dollars in the financial system -- for instance, central bank swap lines -- are set in a fog.”...

For researchers at the BIS, it’s the sheer scale of the swaps that’s worrying. They estimate that banks headquartered outside the US carry $39 trillion of this debt -- more than double their on-balance sheet obligations and ten times their capital. Accounting conventions only require derivatives to be booked on a net basis, so the full extent of the cash involved isn’t recorded on a balance sheet.

“There is a staggering volume of off-balance sheet dollar debt that is partly hidden, and FX risk settlement remains stubbornly high,” said Borio, head of the monetary and economic department at the BIS."

 
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