Stock Market/Investing/Day Trading/Speculative Trading Thread

[LoudHogRider]

Ok...yields still falling...ok...

Shelter and energy costs are still driving the bus. Does the FED react to this? IDK.

 

[BingoDingo]

Shelter and energy costs are still driving the bus. Does the FED react to this? IDK.

The fed should just change the benchmark to 3% and act like everything is normal...lol

 

[God is a Husker]

 

[BingoDingo]

 

[Jim14510]

If only we were energy independent like King Trump.

 

[BingoDingo]

If only we were energy independent like King Trump.

"Oil and Gas: Biden's Ultimate Betrayal"

We are probably 3 million barrels a day from a complete Middle East decoupling. What a time to be alive!

 

[God is a Husker]

We are probably 3 million barrels a day from a complete Middle East decoupling. What a time to be alive!

USA Oil and Gas killing it in 2023, just imagine how great it would be if Biden hadn’t done what he did in 2020, 2021 and 2022.

PS: remember when global warming was a thing?

 

[BingoDingo]

USA Oil and Gas killing it in 2023, just imagine how great it would be if Biden hadn’t done what he did in 2020, 2021 and 2022.

PS: remember when global warming was a thing?

Oh yeah, I mean, you've been dead right about Biden and his oil production since the start...so, of course, you're probably right about the counterfactual.

I do remember Climate Change!

 

[BingoDingo]

Huge investment opportunity that got lost over the past year...sounds like the next two months are going be pretty good....

 

[HughJanus]

Huge investment opportunity that got lost over the past year...sounds like the next two months are going be pretty good....

Jumped 10% on a false report that the SEC approved BlackRocks spot ETF. If you think the SEC will eventually approve it that's an easy gain.

 

[BingoDingo]

Jumped 10% on a false report that the SEC approved BlackRocks spot ETF. If you think the SEC will eventually approve it that's an easy gain.

I'd never lol

 

[BingoDingo]

No Clusters for you China. Damn.

 

[BingoDingo]

Okay. Okay.



“Still, the record suggests that a sustainable return to our 2 percent inflation goal is likely to require a period of below-trend growth and some further softening in labor market conditions,” Powell said.

“Additional evidence of persistently above-trend growth, or that tightness in the labor market is no longer easing, could put further progress on inflation at risk and could warrant further tightening of monetary policy,” he said.

 

[jaihawk]

Looking at buying 2 very different companies...

1. $Crox - Low P/E, Usually beats earnings, High ROE, etc... con in my eyes is a healthy amount of debt. LTD to Equity is 168%.
2. $ARLP - Coal company with a healthy dividend (14% with a 214% coverage ratio). Also, balance sheet is trending the right way with liabilities staying in the same ball park, but assets growing. Big concern is what does coal's future look like? I frankly think coal will be around longer than most think, but definitely a concern. Probably why it is trading a a 3.5 P/E.

Thoughts?

Good call on $ARLP. I'm up 15% since I bought it after reading your post...

 

[Pepe Silvia]

who else is getting into TLT?

 

[BingoDingo]

who else is getting into TLT?

Yep yep yep.

 

[Faux Sean Callahan]

Good call on $ARLP. I'm up 15% since I bought it after reading your post...

That yield is salty too

 

[Faux Sean Callahan]

who else is getting into TLT?

Yeah I’m DCA some bonds into duration to lock in yields

 

[LoudHogRider]

who else is getting into TLT?

https://invezz.com/news/2023/10/19/ishares-20-year-treasury-tlt-etf-is-in-a-freefall-avoid-at-all-cost/

 

[Pepe Silvia]

https://invezz.com/news/2023/10/19/ishares-20-year-treasury-tlt-etf-is-in-a-freefall-avoid-at-all-cost/

that analysis is pretty weak, imo. technical analysis is meaningless on something like this. Im going in with the intention of it being profitable in the 2nd half of 2024 into 2025 when rates start coming down