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Just nvm.. i am all kinds of confused.

GOOG and MSFT both misses. Waiting guides

By far, the biggest macro threat currently isnt the big bad Fed meeting next week, it is the risk of companies writing off Q1 Russia / Ukraine exposure and guiding lower for the year. Some companies will have little, if any exposure. Some have already said from 3-9% revenues depending on the...

And re my thought process.. the slow bleeds across the indexes are hard to buy into. It is far easier buying into quick volatile emotional selling into very specific support levels. The VIX is starting to get moving. I'd ideally like a big volume panic sell event to really dig in. You want the...

We are basically at lows of yesterday. Nothing really to report that is any different for buys. The fact we completely reversed yesterday's bounce attempt in a single day is pretty damn bearish though. I feel we either double bottom bounce today, or we are headed straight to Feb 24 lows of 410...

fill of TSLA at the 200D $901

Well, see everyone at the bottom!

Because there is still the risk of Musk pulling out? The board simply agreed to the sale. It has NOT closed ("expected to close in 2022") Regulation can step in too? *shrug* There is a non 0 sum risk involved still. Markets are discounting that.

Dont tell Trump. 14:53 [DWAC] Fox News says Pres Trump will not return to Twitter regardless of whether Musk buys the company ; Trump to begin using his own TRUTH Social

TSLA been selling since the news. Likely the implication Musk's collateral are some TSLA shares. "fully committed debt and margin loan financing"

14:50 [TWTR] Confirms Tesla CEO Elon Musk to acquire Twitter for $54.20/shr in cash; Deal expected to close in 2022 - The transaction, which has been unanimously approved by the Twitter Board of Directors, is expected to close in 2022, subject to the approval of Twitter stockholders, the...

$TWTR halted, news pending. Shit or get off the pot time.

Also re valuation. Musk has already said his interest in TWTR isn't about making money, rather than the angle of free speech. "Not making money" isn't the pitch for shareholders. https://www.theverge.com/2022/4/14/23025343/elon-musk-twitter-takeover-ted-talk-quote-stock-buyout

SPY daily chart looks like a dumpster fire here.

Interesting Dallas Fed Manfacturing info. (Added my own highlight of note) 10:31 *(US) APR DALLAS FED MANUFACTURING ACTIVITY INDEX: 1.1 V 4.8E Components - Production: 10.8 v 13.2 prior - Capacity Utilization: 14.3 v 15.1 prior - New orders: 12.1 v 10.5 prior - New order growth rate: 13.0 v...

Cathie’s next big bet. Cathie Wood Says Fed Won’t Hike as Much as Market Priced In Cathie Wood Says Fed Won’t Hike as Much as Market Priced In (1)

6B MOC to the sale side.

15:11 (US) Fed's Mester (FOMC voter, hawk): Own view is we don't need to go to a 75bps hike at this time; Everything is always on the table; Would support 50bps hike at May meeting and a few more after - CNBC interview - Would favor doing 50bps hike earlier on in rate hike path - I'd like to...

Fairly bad news when all of these support levels are being bled through for two days straight. Hold onto your butts for power hour going into a weekend.

Basically just positioning for adding lower. 400 shares on SPY 428/429 (got half fill right now), then leaving another 800 shares for low 400s if we get there. QQQ 320s has a very long term macro line. It will be interesting to keep on watch. Honestly, just get signed up for Starlink, then...

@Blazin Thoughts on the market here? 428 should be significant on the SPY, but this slow drifting bleed has me concerned. A slow deliberate controlled sell is typically quite bearish vs a quick sharp accellerated panic sell into support levels. I want to add some size again, but looking for a...

Fibs on QQQ (eyerolls hard). SPY is in the driver's seat. 435.5 pivot is pretty important today. As below, there is virtually no support until back down to the 428/429 area.

Overnight rates creeping up. 10yr nearly hit 3%. Going to put some further pressure on markets.

I dont think Fed had anything to do with today. Powell didn't say anything that he hasn't already. On a technical perspective, the indexes just came into big overhead resistance. The SPY rejected both the 100D and 200D moving averages. We are going to need a big surge of buying volume to come in...

Boomers drinking margaritas on the beach arent coming back.

13:15 (US) Fed Chair Powell: 50bps hike will be on the table for May meeting; It is appropriate to be moving quickly - IMF panel comments - Going to do our very best to accomplish a soft landing - Many at the Fed thought it would be appropriate for one or more 50bps hikes - It is absolutely...

My mother-in-law just moved in. Sold her place out of a divorce (long overdue). But we've at least got a live-in nanny until she finds her next place. She should do well after selling about 900k worth of a London house and looking to move to a coastal village.

11:04 (US) Fed Chair Powell: Volcker understood role played by price expectations, understood importance of FED independence - Asked what would prevent 50bps move in May, responds 'Nothing'

fwiw, day traders arent flipping $200+ stocks for a few cents. I am sure there are quite a few other whales dumping their positions like Ackman. We've just not seen any required quarterly filings yet.

TSLA double beat. Not much price movement so far. 16:05 [TSLA] Reports Q1 $3.22 v $2.15e, Rev $18.8B v $17.3Be - Source TradeTheNews.com - Outlook comments: s % (prior: 50%) average annual growth in deliveries. - Volume: We plan to grow our manufacturing capacity as quickly as possible. Over...

The low pricing of Netflix drew me in with my laziness. Perfectly happy to go back to full IP Torrent / BTN downloads if necessary.

This seems absolutely toxic. Gaming forum related: 11:29 [SONY] Reportedly planning to let advertisers to buy in-game AD space - press

This Fed speak drives me bonkers. 10:36 (US) Fed's Evans (dove, non-voter): "Good reason to think the special factors causing high inflation will stop going up" Sounds awfully a lot like "transitory" without saying transitory all over again.

Jesus christ. NFLX currently 36% down. Edit: 38% down

Oops

SPY and QQQ dumped after Netflix earnings. Curious if it could be the harbinger of the lost Russia / Ukraine revenues of Q1 earnings season. Going to be an interesting few weeks. Obviously some companies are completely sheltered from that, but I have a feeling we are going to be hearing a lot...

Netflix got crushed.

Yep, this is landlord 101. I had an old colleague who thought having a bunch of budget apartments would balance each other out with multiple rental incomes. What he found was just shitty tenants who missed payments, trashed the places, and had all kinds of other issues. He sold the apartment...

But this time is totally different! Pinky promise swear. 20% annual appreciation is the new "normal" and completely sustainable.