Investing General Discussion
- Thread starter Furious
- Start date
Khane
Got something right about marriage
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Just a quick ~875% over 1 year.
EDIT: Jesus I have not been paying attention to what Sandisk was doing.
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Sheriff Cad
scientia potentia est
- 34,046
- 82,393
Those numbers are insane. The general tech fund I buy (VGT) is up 25.08% this year already...
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Jysin
Bronze Baronet of the Realm
- 7,212
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Contrarian take:
As you said, we are weeks deep into a continuous rocket up to ATHs. VIX is back at 15. Hedging is cheap right now. You can buy some really cheap downside protection with long dated OTM puts on the ETFs. Don't wait for the shoe to drop and protection costs to go up. Buy now while calm and at very stretched in the weekly charts.
I certainly am not deploying longs here.
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Jysin
Bronze Baronet of the Realm
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From the WSJ:
"Worker compensation—wages and benefits—grew 0.8% in the first quarter from the fourth, while domestic corporate profits jumped 2.7%. As a result, labor’s share of gross domestic income (conceptually similar to GDP) sank to 51%, the lowest since records began in 1947. "
"Worker compensation—wages and benefits—grew 0.8% in the first quarter from the fourth, while domestic corporate profits jumped 2.7%. As a result, labor’s share of gross domestic income (conceptually similar to GDP) sank to 51%, the lowest since records began in 1947. "
fris
Vyemm Raider
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Haus
I am Big Balls!
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Totes. Cheaper labor is what plants crave.
As for deploying into the market. I know I'm the boring ass individual around here, but I've just been DCA'ing regular buys every month at a rate of "half of whatever my commission check for the month is". Split between XLK, HDV, and some into URNM (my current underperformer) and I still feel fine. I fully expect some level of correction to happen, but there's enough reality under things IMHO that it's not going to drop more than it's picked up.
Then again I'm far more of a buy and hodl'er than most around here.
Khane
Got something right about marriage
- 21,939
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Uhhhh... hate to burst your bubble but... pretty sure Brawndo is what plants crave.
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fris
Vyemm Raider
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i think you'd be surprised. there's a few vocal traders, who have the knowledge to do that many transactions and share that knowledge, an important overlap. while the rest of us rarely sell anything, most our stuff is probably in a 401k.
Sheriff Cad
scientia potentia est
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Historically, the S&P 500 has closed exactly at record highs on about 7% of trading days, with a significant portion (around 12%) within 1% of the ATH, an additional ~8.5% of days 1–2% below the ATH—resulting in roughly 25–30% of trading days within about 2% of all-time highs—and has been within 5% of its ATH on 44% of trading days.
Might be waiting a while for those opportunities while the market moons. Time in the market beats timing the market every time.
Might be waiting a while for those opportunities while the market moons. Time in the market beats timing the market every time.
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Rangoth
Vyemm Raider
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Recent weeks taught me that how matter how much I think I understand the market I don’t know shit.
good news: following trends and not trying to predict them has been amazing for me. And as others say a millions times, buy index and win(long term)
that said I love risk and fun. So I have been grabbing a few puts here and there because I think our momentum is insane. I sell at about 20% up because I know things can flip on me in a heartbeat and in true FoH disclosure….these positions have not been profitable as a whole(won some lost some but overall down).
you know what’s made me 50%+ while I thought I could predict a “crash”? Buying calls on the “obvious” shit I hear in the news daily. Chips, semiconductors, space, robotics, quantum fake computers, etc. wait for it to drop a bit or hit a daily MA consolidation, buy calls, sell at any thing above 20%.
Id almost say it’s too easy but it has worked, and I’m not joking, 100% of the time. Wait for dip in in the hot sectors, buy leaps, and a 5% move is a win.
now don’t get me wrong. I know all strats work till they don’t. But with space, AI, and semiconductors this year it’s fucking insane.
the human rational person in me says we are destined for a crash but it just never happens.
Flobee
Ahn'Qiraj Raider
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They're changing a lot of rules for this SpaceX, OpenAI and Anthropic IPO. I'd be concerned you'll end up exit liquidity for strained private credit. That said if they do the whole space thing correctly its gunna make a lot of money so who knows, I don't recall details but they're pricing at some insane forward valuation. That'd be my concern, but many folks here can understand this sort of thing better than me.
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