Investing General Discussion

Lightning Lord Rule said:

Hey, you might end up being wrong, but I think your process is sound. Time will tell.

As for me, I don't mind holding some cash back for the time being since most things I've been looking at have been flat or down for the last 2.5 months.

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I may be too early, but I'm usually late. What if covid drops but people are afraid to travel? But when I see Cramer adding travel stocks to his portfolio, I am heartened.

I'm not suggesting anyone follow me into this trade. Its just a contrarian trade that I am choosing to make, because I think the market is overreacting. Technicals are shit, but I'm betting that Dr Scottlieb, who is the ex head of the FDA, and on the boards of Pfizer and Moderna is right. That covid is burning itself out. And then the short sellers will be crushed and the companies will soar (pun intended).

When I look at the travel companies on tipranks on those companies and the 90 day chart, I feel like they've fallen too far. I'll be holding them, there aren't too many companies that far off the price target any more. Maybe the Chinese stocks, but those are ignoring fundamentals. I feel like in 30 days I'm going to be cleaning up.

I could be wrong.

Same boat that I can be early on the travel timing. However, I always leave a cash pile on the side if my timing is off. As soon as the case count decline circles wider media, the rotation should come back in. We’ve got another 2-3 weeks of lagging hospitalization media sensationalism to get through though.

Jysin said:

Same boat that I can be early on the travel timing. However, I always leave a cash pile on the side if my timing is off. As soon as the case count decline circles wider media, the rotation should come back in. We’ve got another 2-3 weeks of lagging hospitalization media sensationalism to get through though.

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Like I said, I don't want to be in late, and I think people will start catching on.

Has the ARK versus Michael Burry feud been discussed yet? Who is right?

ransomvik said:

Has the ARK versus Michael Burry feud been discussed yet? Who is right?

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Queen Cathie buys the weirdest stuff and at odd times. I'd never be able to stomach what she buys in my portfolio. She bought Coinbase all the way down from 470ish to 220, every damn day. She's been buying the stay at home stocks when no one wanted them. She literally does the opposite of everyone else.

I get her buys/sells, but I've never once followed a trade of hers.

Big Phoenix said:

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Palantir is a buy and long term hold. Peter Thiel is gangster AF and the government loves the shit out of mining data and surveilling.

swayze22 said:

Shonuff looks like there is a lag for CDC to aggregate all of the data & update. Which does make sense considering it's national. We will see what school does- last September the cases bottomed out and abruptly began to rise swiftly through October -> February.

Previously posted graph.
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When I just checked
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Right, but I'm looking at how fast delta fell off in the UK, India and how fast its falling in Florida. Hell, Cramer just said that one morning, the market is going to wake up and realize delta is whupped. And Gottlieb just said the infection rate is receding in 46 states.




We'll know in another couple of weeks, right?

Sanrith Descartes said:

Here is the biggest hurdle in my opinion for opening play stocks. We can analyze India variant data and say " cases are burning out, we are in the clear " and then the gubmint decides the Ligma variant is the new doom and lock shit down again. I played WYNN on the opening play but won't go all in with lots of other stocks because I can't accurately model what the Biden/CDC scumbags will do next.

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Its a trade. I won't be in these long enough for them to be thinking lambda. Lambda's been around for months...I hope to be out before/if it spikes.

You can even see this in the R1 for Florida right now.

Here is a link of the R1's per state. In a state like Louisiana, that got hit the hardest, it now has an R1 of .71, meaning cases are expected to decline. This is a joint study done by Yale, Harvard and Stanford. I don't see a lower R1 than now on the chart.

PLTR pushing up to $26 again today.

+7% on the day.