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Stock Market Era |OT3| Nobody expects the Spanish Inflation!
- Thread starter Sheepinator
- Start date
- OT
I would say you should start DCAing in right now. Put some percentage in of what you are holding every month to smooth out any risk of missing completely. The market is far enough down at this point that you are already getting in at some discount, don't try to time the exact bottom because you likely won't know when it happens.
This is a reasonable take... I'm gonna wait until I start to see inflation begin to cool before I start dumping money in but you're probably correct- We have to be near the bottom.
I mostly have my investments in VTSAX but of my handful of individual stocks, I'm tempted to pick up some more NVDA and AMD. I'm holding those long so both of them being at about 1 year lows has them looking nice. Then again I suck at timing any kind of individual stock purchases- I was just DCA'ing in a little in stuff like NVDA, AMD and MSFT when the pandemic first started then kind of held off as they got pricier last year until I wisely bought a bunch more late last year/early this year when they were just about hitting peak.
2/3 of yesterdays loss recovered. Very happy about that. But I decided to sell some stuff. All my Nio and BEAM. The former is down since, the latter went up significantly since, sigh.
In general, biotech seems to be having a massively positive day. Literally every single biotech stock I have is up 6-12%. Wish I knew why.
In general, biotech seems to be having a massively positive day. Literally every single biotech stock I have is up 6-12%. Wish I knew why.
OP
OP
European market is open on Monday and you know what it means… 📉
If this market sell off manifests a complete collapse of crypto I'd say the cost was worth it.
It's cleansed a lot of the stupidity, not just in crypto, it was obvious back in late '20 culminating with GME/meme fiasco.
Lot of hurt folks though, some lessons learned, be aware of the charlatans.
Stupidly enough, I think GME and AMC could outlast some of this crypto insanity. Those meme stocks are low on institutional investment and just full of people hodling. BTC has become an investment strategy that's spawned numerous platforms and even banks. When the big fish have to pull out, through margin calls or bankruptcy or whatever, the whole market is going to crash hard. This is just the beginning, imo.
If you're in crypto, you need to hope for an immediate economic reversal, allowing for easier access to money to keep those big boys solvent. I don't see it happening, though.
Probably the apes bailing on crypto and going back to old faithful.
If you're in crypto, you need to hope for an immediate economic reversal, allowing for easier access to money to keep those big boys solvent. I don't see it happening, though.
Probably the apes bailing on crypto and going back to old faithful.
A lot of stuff looks super tasty right now, but don't want to dump a huge lump sum at one time. Continuing to DCA every paycheck.
don't do DIS, I'd rather buy index or money making machine like AAPL. I missed out on a huge bull cyle last time because I was stuck holding DIS at 90 for like 4 years. It's not worth it
It's crazy because DIS hasn't really dipped below it's current level in over 7 years.
yes it is, it moves like molasses with terrible dividend, there's a lot of risk with parks/ESPN. when a stock move slower than the actual index it's a terrible investment
Edit: look at the 5 year return on SPY vs DIS and tell me if DIS is a good investment
I think you're putting to much emphasis on past performance (and you know they say about relying on past performance), especially during a time where they had not yet established an important part of their future business, their D± streaming platform... You know Netflix's entire business model...? (Which continues to struggle with new content to keep people locked in).
Disney has ton of IP to leverage and flexibility in doing so. Obviously they need to do things the right way to be successful, but content is king and they have clear competitive advantage here.
For the record, I think there are several better buys than Disney at the moment and I think that there's more risk than I'd like to see in terms of their current leaserahip and management. But, I also think that Disney is relatively undervaled right now and still has a solid future ahead due to them diversifying their revenue making strategies with the expansion on their streaming services.
The way I see it it should be expected that it doesn't quite make sense.
At least, dividend payout for MSCI World and SP500 ETFs is going to be highest it's ever been (at least my iShares one) at the end of the month.
Don't know but going by macroeconomic factors, we are in for more pain down the line.
- Ukraine-Russia conflict still ongoing
- Continued global supply chain issues
- The personal savings rate was 4.4% in April, according to data from the U.S. Bureau of Economic Analysis, the lowest rate recorded since September 2008. This isn't just a reflection of the impact that inflation is having on households. Consumers are spending more on goods and services than they were before the coronavirus pandemic, even when adjusted for inflation.
- Atlanta Fed is now estimating real GDP growth for Q2 as 0%.
- NY Fed model puts US recession odds at 80 per cent
- Quantitative tightening will ramp up to $95 billion per month starting in September
Until there is some actual positive sentiment or earnings or world news I would not think any gains are going to be permanent. At best we will be going sideways for a bit here, especially with future rate hikes still on the way.
Dan Niles, a fund manager, admitted on CNBC that he is going to short every bear market rally.
Meanwhile, CEO of Docusign steps down.
Meanwhile, CEO of Docusign steps down.
OP
OP
I bought long-dated ATVI calls. It's at a 21% discount to the buyout price which is huge, and I do expect the buyout to go through, and within 12 months. Even if it doesn't, ATVI gets $3BN and is maybe fairly priced here anyway. I'll look to sell nearer $90 or longer term $95 calls if/when it gets over $80.
Same!
I mean, technically it is green, but it would be back to where it was before the downturn started.
In the meantime, I am busy knocking my face into a door, for my reductions last Friday
Did not age well at all.
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Many hourly charts look similar to the current QQQ hourly. Need to protect that gap up on open today. Especially since it created a semi island bottom on open.
Got that bear gap down fill this morning too at 282.91. Resistance so far in this area, and first resistance area to try and get over. Market definitely in a prove it state on any move higher.
Got that bear gap down fill this morning too at 282.91. Resistance so far in this area, and first resistance area to try and get over. Market definitely in a prove it state on any move higher.
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Reducing Inflation Will Come at a Great Cost: Stagflation
For me, hearing supposed “experts” talk about what’s now happening in the markets and economy is like listening to nails scratch against a chalkboard because they are typically saying incorrect things in an erudite rather than commonsense way. Markets and economic movements are driven by much simple
www.linkedin.com
Good read by Ray Dalio
Yeah, I've been buying some ATVI lately, that 20% discount is too good to pass up, and from everything I've read I think the deal has a really good chance of going through, certainly better odds than the coin flip that buying anything else is these days lol.
How far out are these calls you bought? Seems like a tempting strategy, though I'm wary of trying to predict when the market will react to the buyout.
He will be speaking on Capitol Hill at 9:30am, just in time for market open.