Investing General Discussion

Jysin

Jysin

Bronze Baronet of the Realm
6,841
5,013
Yea, I was by no means implying it a buy signal today. Just noticeable change in its recent weakness. Worth keeping an eye on.

I don't like the overall index retracement here so far. Got 2 more hours till close, but we are still stuck in a range here.
 
  • 1Like
Reactions: 1 user
Haus

Haus

I am Big Balls!
<Gold Donor>
14,947
60,942
Sanrith Descartes said:
Gee, I wonder if anyone had advanced warnings of the White House's decision to ban advanced NVDA chips to China? Look at that price movement the last 3 days. I bet Paul Pelosi sold NVDA on Thur/Fri.

View attachment 495662
Click to expand...
You joke... but...
www.marketwatch.com

Nancy Pelosi’s husband sells $4 million worth of Nvidia stock at a major loss

Paul Pelosi lost $341,365 on his recent trade of Nvidia stock.
www.marketwatch.com www.marketwatch.com

Which I'm betting was loss harvesting, then repurchasing under a more discreet method as to avoid that pesky reporting nonsense....
 
  • 1Like
  • 1Tiresome
Reactions: 1 users
Blazin

Blazin

Creative Title
<Nazi Janitors>
7,419
37,332
We jinxed IWM, giving back all of yesterday's outperformance. I took a look at this and it should be noted it is NOT out performing even in recent bounce. IWM is about 2% off the recent low with the broader markets 3-4% off their lows. Going further back to the Oct 22 lows the under performance is much worse. With SPY around 25% off its lows while IWM is only about 6%.

There are people out there making comments about this market shrugging off bad news and just not being as bearish as the bears want, meanwhile in reality land IWM is virtually unchanged over 3 1/2 years. IWM hit 170 1,374 days ago.
 
  • 1Like
  • 1Solidarity
Reactions: 1 users
Jysin

Jysin

Bronze Baronet of the Realm
6,841
5,013
Blazin said:
We jinxed IWM, giving back all of yesterday's outperformance. I took a look at this and it should be noted it is NOT out performing even in recent bounce. IWM is about 2% off the recent low with the broader markets 3-4% off their lows. Going further back to the Oct 22 lows the under performance is much worse. With SPY around 25% off its lows while IWM is only about 6%.

There are people out there making comments about this market shrugging off bad news and just not being as bearish as the bears want, meanwhile in reality land IWM is virtually unchanged over 3 1/2 years. IWM hit 170 1,374 days ago.
Click to expand...
Jim Carrey Chance GIF
 
  • 1Worf
Reactions: 1 user
Punko

Punko

Macho Ma'am
<Gold Donor>
8,030
12,842
Had a good profit from ENGI, i only expect it to go up further since our country depends on it for electricty and has zero alternatives.

Buy this, winter is coming.
 
  • 1Like
Reactions: 1 user
Sanrith Descartes

Sanrith Descartes

You have insufficient privileges to reply here.
<Gold Donor>
46,894
131,984
Blazin said:
We jinxed IWM, giving back all of yesterday's outperformance. I took a look at this and it should be noted it is NOT out performing even in recent bounce. IWM is about 2% off the recent low with the broader markets 3-4% off their lows. Going further back to the Oct 22 lows the under performance is much worse. With SPY around 25% off its lows while IWM is only about 6%.

There are people out there making comments about this market shrugging off bad news and just not being as bearish as the bears want, meanwhile in reality land IWM is virtually unchanged over 3 1/2 years. IWM hit 170 1,374 days ago.
Click to expand...
Just like with people, inflation has a much greater impact on the smaller businesses than on the bigs. IWM companies aren't sitting with tens of billions in cash on their balance sheets. The same is true for these interest rates. Variable rate small/medium business loans based on the 30-day LIBOR (currently at 5.44%) plus X%, are easily sitting at 9-10%+ right now. That's ass ravaging for these businesses. AAPL might sell less iPhones this year, but they arent going out of business because of it. They will survive. Companies with market caps in the sub-$1b range are another story entirely.
 
  • 1Like
Reactions: 1 user
Sanrith Descartes

Sanrith Descartes

You have insufficient privileges to reply here.
<Gold Donor>
46,894
131,984
Big Phoenix said:
Jesus.
Click to expand...
Speaking as a boomer, as painful as it would be for a while, I think we need to return to interest and mortgage rates in this area being the norm, not the exception. There has to be an incentive to save and there has to be a viable investment alternative to equities. And yes I know this sounds like a shitty scenario for the kids today who have only experienced low-to-zero interest rates their entire lives. It doesn't make me wrong though.
 
  • 3Truth!
  • 2Like
Reactions: 4 users
Tmac

Tmac

Adventurer
<Aristocrat╭ರ_•́>
10,289
17,966
Sanrith Descartes said:
Speaking as a boomer, as painful as it would be for a while, I think we need to return to interest and mortgage rates in this area being the norm, not the exception. There has to be an incentive to save and there has to be a viable investment alternative to equities. And yes I know this sounds like a shitty scenario for the kids today who have only experienced low-to-zero interest rates their entire lives. It doesn't make me wrong though.
Click to expand...

As someone who does not immediately benefit from this kind of fundamental, I whole-heartedly agree.
 
  • 2Like
Reactions: 1 users
Blazin

Blazin

Creative Title
<Nazi Janitors>
7,419
37,332
Kiroy said:
explain to me like i'm retarded why the 20 is higher than 10 or 30
Click to expand...
I haven't verified the recent and upcoming auctions but sometimes this can be related to what type of paper the Treasury is currently selling. This is in addition to the normal calculations of inflation and growth expectations over the duration periods.
 
Jysin

Jysin

Bronze Baronet of the Realm
6,841
5,013
Tesla double miss. How the fuck this is green AH is beyond me.

16:01 [TSLA] Reports Q3 $0.66 v $0.73e, Rev $23.4B v $24.4Be; Cybertruck deliveries on track for later this year; More than doubled the size of its AI training compute
- Affirms FY23 vehicle production at 1.8M and to remain ahead of long-term 50% CAGR (prior: 1.8M and to remain ahead of long-term 50% CAGR)
- FCF $0.8B v $1.0B q/q
- GAAP Gross margin 17.9% v 25.1% y/y v 18.2% q/q
- Operating margin 7.6% v 17.2% y/y v 9.6% q/q
- adj EBITDA $3.76B v $4.97B y/y; margin 16.1% v 23.2% y/y

1697660602806.png
 
Last edited:
taebin

taebin

Same trailer, different park
973
450
Kiroy said:
explain to me like i'm retarded why the 20 is higher than 10 or 30
Click to expand...
Going to double down on this. Can someone explain why you would lock your money up in a 30 year note for less of a return on a 3 month note?
 
Falstaff

Falstaff

Ahn'Qiraj Raider
8,572
3,590
Jysin said:
Tesla double miss. How the fuck this is green AH is beyond me.

16:01 [TSLA] Reports Q3 $0.66 v $0.73e, Rev $23.4B v $24.4Be; Cybertruck deliveries on track for later this year; More than doubled the size of its AI training compute
- Affirms FY23 vehicle production at 1.8M and to remain ahead of long-term 50% CAGR (prior: 1.8M and to remain ahead of long-term 50% CAGR)
- FCF $0.8B v $1.0B q/q
- GAAP Gross margin 17.9% v 25.1% y/y v 18.2% q/q
- Operating margin 7.6% v 17.2% y/y v 9.6% q/q
- adj EBITDA $3.76B v $4.97B y/y; margin 16.1% v 23.2% y/y

View attachment 495929
Click to expand...
Cult of Elon
 
You must log in or register to reply here.