OT: Stock and Investment Talk
- Thread starter RU-05
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Rate cuts coming soon as inflation continues to plummet. The garbage gov'ment shelter data is slowing catching up with reality. People that understand simple math already know high inflation is gone.
Fed to cut rates to the neutral range of 2.5-3.0% prior to the presidential election.
Got to take profit when you see it. Just have to do it a few times while waiting for the next earning season.
You would have made a lot more money if you just bought and held the past few years. UNH is an exceptional company.
My way is safer and I make plenty of money. I’ll hold it longer when the crash happens. Only trade in quality stocks because they in most case reach new highs, it’s just a matter of time. Buy stocks low (down 15-20% from high) and sell high( 10-15%) when they recover. I was doing it with techs but they are unreliable for now, can’t see the pattern.
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I've been waiting for the next "crash" for quite a long time. Been patient and disciplined on holding cash to the side, but this is so boring.............
It better happen soon!
LOL! Didn't realize it was up that much. Looks like a nice short squeeze going on.
I bet the executives at these banks are doing a F’ load of trading based on insider info. That needs to be looked at in due time.
Maybe via their distance relatives but that’s on the compliance watchlist.
Insiders have to file Form 4 with the SEC within two days of the transaction. Form 4 discloses the details of the transaction so we’ll know soon.
I had to do a 10b-5 plan and file it with the SEC, so my RSUs cash out automatically. My options are another issue. Need approval from our General Counsel to exercise those (but holding them long term).
I think 10b-5 plans are very appropriate and allow an executive/insider to sell without raising suspicion of timing. Agree on holding employee stock options long term in a stable company. Great way to make some serious bucks!
Brace yourselves, the banking crisis is just getting started
Desperate attempts to assuage fears cannot hide the reality of a system on the brink
www.telegraph.co.uk
Central bank gold demand hits first-quarter record, investments surge on U.S. banking turmoil
Demand for gold among central banks notched a first-quarter record high in the three months to the end of March.
Yea, but was Lehman really stable in various scenarios that should have been explored? If there is any sense of instability in various scenario analyses, exercise when you can. I did that when I was on the Board of a small pre-IPO company. Went public, spiked, sensed some issues, sold, dropped any eventually acquired. For a company like I think T2K works for, probably food long term. But point well taken.
The sad part for the Lehman guys was that they were pressured to hold. I think you always sell a portion for diversification. You already have a lot of exposure because you work there.
Bad actors will always finds ways to be bad. These plans won't prevent that. However, 10b-5 plans allow honest people to manage their finances and risks as they see fit. That's a good thing.
They give RSU’s to janitors? Must be a great company. Just kidding man. I know you are the CEO
Now that I believe!!!
BTW… Hope you loaded up on LABU. TMF is likely the next one, but still got a little more time.
I bought a respectable amount of LABU and CURE. But when things are going well, you always feel like it wasn't enough. I'm going to shift my stop losses on both to lock it some profit.
Yes, I have TMF on my watch list. I think you mentioned it in the past. I assume when long-term rates start heading down, they will do so for a while. Not that experienced tracking treasuries, so I may follow your lead on that one.
Still waiting on that Nat Gas trade. Perhaps soon. I will try to report on that one on the same day.
The best wit and wisdom from Warren Buffett and Charlie Munger at Berkshire Hathaway's annual meeting
The funniest and most insightful moments from the question-and-answer session
And the full recap with clips:
What a sh!t show.
www.nerdwallet.com
“Those who made payments or paid off their federally held loans during the interest-free forbearance — by individual payments or lump sum — are entitled to seek refunds.”
Student Loan Refund Checks Are Arriving — But Don't Spend Yet - NerdWallet
Borrowers who asked for refunds of federal student loan payments made during the pandemic are seeing checks arrive. Legal challenges to forgiveness make spending it risky.
“Those who made payments or paid off their federally held loans during the interest-free forbearance — by individual payments or lump sum — are entitled to seek refunds.”
Strong earnings and guidance for Palantir:
www.cnbc.com
Palantir soars on earnings beat and prediction of full-year profitability
Palantir CEO Alex Karp said the company expects to remain profitable "each quarter through the end of the year."
And the rank and file at Enron were kept in the dark as the company cratered. Strongly encouraged to hold company stock as senior mgmt played games. My friend's dad worked for, and held way too much Lucent stock relative to his wealth as it collapsed. Diversify.
John Williams, voting member and NY FED President, said FED didn’t say they were done raising rates and doesn’t see any reason to cut rates this year.
www.cnbc.com
Fed's John Williams says rates could be increased if inflation doesn't come down
The current problems in the banking industry and their impact will factor into Williams' policy outlook.
John Williams, voting member and NY FED President, said FED didn’t say they were done raising rates and doesn’t see any reason to cut rates this year.
Fed's John Williams says rates could be increased if inflation doesn't come down
The current problems in the banking industry and their impact will factor into Williams' policy outlook.
Williams and Powell are the only ones worth listening too. Those two are dictating policy.
Goolsbee and the Biden appointees have the votes and will dictate policy as the presidential election year approaches. They forced the paused already.
The change in language. They allowed Powell to save face on all the banks he collapsed.
Changing language isn't pausing.
Powell is in the process of taking the leverage out of the banking and shadow banking system. Some banks were inevitably going to fail.
The Fed screwed the pooch in 2021 and is currently screwing the pooch again now. Inflation would have been down to the same current level without going past neutral. Comical to see how dumb they are.
Not to mention Fed rate increases created a housing mess. Home prices keep going up because nobody is going to dump their 3% mortgage for 6%+. If rates dropped dramatically inventory levels would increase and prices would stabilize or possibly decrease.
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