All things STOCKS

#17,527
#17,527
Jax_Vol said:
IMO...do this.

The question is when?
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I have 5 buy orders now from under $93 to around $84. OTOH, as usual I think this market has a way to fall.
I'm mostly ignorant when it comes to the NVDA field. Going on what I read, and a guy who is in the biz and says NVDA is a forever stock. That was 2-3 years ago.

I'm not selling pre-mkt. so I'll likely adjust before the open in the morning.
 
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#17,528
#17,528
Go aeiou said:
I have 5 buy orders now from under $93 to around $84. OTOH, as usual I think this market has a way to fall.
I'm mostly ignorant when it comes to the NVDA field. Going on what I read, and a guy who is in the biz and says NVDA is a forever stock. That was 2-3 years ago.

I'm not selling pre-mkt. so I'll likely adjust before the open in the morning.
Click to expand...
Yes.

I am somewhat ignorant on that field but think that one is a keeper.
 
#17,529
#17,529
Go aeiou said:
I have 5 buy orders now from under $93 to around $84. OTOH, as usual I think this market has a way to fall.
I'm mostly ignorant when it comes to the NVDA field. Going on what I read, and a guy who is in the biz and says NVDA is a forever stock. That was 2-3 years ago.

I'm not selling pre-mkt. so I'll likely adjust before the open in the morning.
Click to expand...
I’m holding NVDA another 2-3 years before I do anything, or hold longer. Now is great time time to add more on at a discount .
 
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#17,530
#17,530
There ought to be a lot of time to catch a bargain. Even with a third straight tanking today, we haven’t hit the 20% threshold to classify it as a crash. 20% declines happen on average every 6 years and last a year.

Having been through the dot com bubble, the Great Recession, and the COVID drop I’d kind of rather it happen fast and violently instead of being spread out over many months.
 
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#17,532
#17,532
Thunder Good-Oil said:
There’s been extreme volatility in the futures this morning. Off over 5%, then it’s cut in half pretty quickly. Maybe that’s signaling possible capitulation.?.
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Hopefully.

If it goes down another 4% today that will be three consecutive days. Hasn't happened since the damn.
 
#17,533
#17,533
The CNBC guest was just talking about Rocket Mortgage (RKT). It’s still well off the ATH and they’ve been buying up others. They ought to be very well positioned if mortgage rates fall and residential real estate takes off.

The price of lumber and other components (appliances, various hardware) might be a problem if the trade kerfuffle isn’t resolved quickly. Also, the really low mortgages and refinancing need to unwind. Those with 3% loans aren’t that motivated to sell if current rates are 2 or 3x as much.
 
#17,534
#17,534
Thunder Good-Oil said:
The CNBC guest was just talking about Rocket Mortgage (RKT). It’s still well off the ATH and they’ve been buying up others. They ought to be very well positioned if mortgage rates fall and residential real estate takes off.

The price of lumber and other components (appliances, various hardware) might be a problem if the trade kerfuffle isn’t resolved quickly. Also, the really low mortgages and refinancing need to unwind. Those with 3% loans aren’t that motivated to sell if current rates are 2 or 3x as much.
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Dropping of interest rates is certainly a silver lining here.
 
#17,535
#17,535
mrorange211 said:
Dropping of interest rates is certainly a silver lining here.
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It was about a year ago that about 6 Fed rate cuts were expected by YE 2024. Then those vanished. Now I think the expectation (85% probability?) is 3 more before 2026. Who knows? Possible tariff induced inflation seems to be creating a panic.

Hopefully by the end of the week we’ll have several countries that have decided to play nice.
 
#17,536
#17,536
Thunder Good-Oil said:
It was about a year ago that about 6 Fed rate cuts were expected by YE 2024. Then those vanished. Now I think the expectation (85% probability?) is 3 more before 2026. Who knows? Possible tariff induced inflation seems to be creating a panic.

Hopefully by the end of the week we’ll have several countries that have decided to play nice.
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Playing nice wouldnt be absolutely lying about the actual tarrif rate (see Vietnam) or purposefully confusing trade deficit % and tarrif rate....
 
#17,537
#17,537
BigOrangeMojo said:
Playing nice wouldnt be absolutely lying about the actual tarrif rate (see Vietnam) or purposefully confusing trade deficit % and tarrif rate....
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The latter is the formula and a starting point.

We don’t have to play nice. We have the leverage. We’ve been protecting those shipping lanes allowing Vietnam to export. We give them access to US consumers. There must be something we want from them. Like maybe moving away from socialism and Marxism. Nothing wrong with reminding them that we’re their daddy.

This isn’t the Politics Forum. I tried to not post a partisan comment.
 
#17,538
#17,538
BigOrangeMojo said:
Playing nice wouldnt be absolutely lying about the actual tarrif rate (see Vietnam) or purposefully confusing trade deficit % and tarrif rate....
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Ha, put it on a board so the fact checkers can see it.
Old joke that has been true about a lot of people: How can you tell when XX XX is lying? His lips are moving.
 
#17,540
#17,540
Thunder Good-Oil said:
There ought to be a lot of time to catch a bargain. Even with a third straight tanking today, we haven’t hit the 20% threshold to classify it as a crash. 20% declines happen on average every 6 years and last a year.

Having been through the dot com bubble, the Great Recession, and the COVID drop I’d kind of rather it happen fast and violently instead of being spread out over many months.
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If you're looking for maximum pain/people throwing away stocks indiscriminately because they are truly freaked out or because they are being forced to, I'd like to see the LOD be right on the cash open rather than overnight in the futures.
 
#17,542
#17,542
05_never_again said:
If you're looking for maximum pain/people throwing away stocks indiscriminately because they are truly freaked out or because they are being forced to, I'd like to see the LOD be right on the cash open rather than overnight in the futures.
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There are still going to be margin calls to flush out of the equity markets after the huge daily deteriorations. My GUESS is that stocks won’t settle down before late in the week at the earliest. But tariff news is seemingly dropping hourly. Still no conviction on a direction. I’d feel better about the lows being in had the S&P p/e multiple not been flirting with 30x.
 
#17,543
#17,543
This may not interest anybody but me, but there is a meldown happening on bogleheads.com; Their forum revolves around their beliefs - they believe don't try to time the market, diversify, stay fully invested and minimize fees. Well that's right. The way the forum is run, it's the kind of forum where the mods ban you 2 weeks for saying somebody else is mistaken. If you do that about 3 times it's life. If you post a particularly illustrative meme they delete it. If you comment on what the market did that day, they delete it. If you say something funny they delete it. There is a lot of fear-based philosophy running through people that, I guess, are attracted to that line of reasoning (which, as I said, is not wrong). Average age let's guess 70. It's the most rigid thing I've ever seen on the internet. Obviously, politics are far far beyond the pale.

I usually only look at the "investing theory section." There are actually brilliant people posting there, and some in fact famous.

Well, evidently, about Friday of last week, in that section, it became acceptable to do political posting all day long, as long as (of course) you are just posting about how perfect the boomer liberal world order was and how wonderful liberals and democrats are. This is now totally acceptable. There are a lot of grief stricken people after 2 down days, after 30 years of telling each other to always keep the same assets. I suppose it's only funny if you're used to their particular idiom.
 
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#17,544
#17,544
Thunder Good-Oil said:
The latter is the formula and a starting point.

We don’t have to play nice. We have the leverage. We’ve been protecting those shipping lanes allowing Vietnam to export. We give them access to US consumers. There must be something we want from them. Like maybe moving away from socialism and Marxism. Nothing wrong with reminding them that we’re their daddy.

This isn’t the Politics Forum. I tried to not post a partisan comment.
Click to expand...

You post partisan comments in here all the time. Someone calls out a lie and now you want to keep it non-partisan....

Im OK with using leverage. Im not OK with using blatant lies to make the point. I posted nunerous instances of the Biden admin lying but those partisan comments were ok...
 
#17,545
#17,545
BigOrangeMojo said:
You post partisan comments in here all the time. Someone calls out a lie and now you want to keep it non-partisan....

Im OK with using leverage. Im not OK with using blatant lies to make the point. I posted nunerous instances of the Biden admin lying but those partisan comments were ok...
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All the time? Which posts are those? I try to avoid the partisan BS. Sometimes it’s not possible to make a point without referencing one side of a position. I’d say calling policies blatant lies is on a different level.

You also didn’t take my cue. I said “This isn’t the Politics Forum. I tried to not post a partisan comment.”. Which means I’m attempting to NOT have a political debate.
 
#17,546
#17,546
Firebirdparts said:
This may not interest anybody but me, but there is a meldown happening on bogleheads.com; Their forum revolves around their beliefs - they believe don't try to time the market, diversify, stay fully invested and minimize fees. Well that's right. The way the forum is run, it's the kind of forum where the mods ban you 2 weeks for saying somebody else is mistaken. If you do that about 3 times it's life. If you post a particularly illustrative meme they delete it. If you comment on what the market did that day, they delete it. If you say something funny they delete it. There is a lot of fear-based philosophy running through people that, I guess, are attracted to that line of reasoning (which, as I said, is not wrong). Average age let's guess 70. It's the most rigid thing I've ever seen on the internet. Obviously, politics are far far beyond the pale.

I usually only look at the "investing theory section." There are actually brilliant people posting there, and some in fact famous.

Well, evidently, about Friday of last week, in that section, it became acceptable to do political posting all day long, as long as (of course) you are just posting about how perfect the boomer liberal world order was and how wonderful liberals and democrats are. This is now totally acceptable. There are a lot of grief stricken people after 2 down days, after 30 years of telling each other to always keep the same assets. I suppose it's only funny if you're used to their particular idiom.
Click to expand...
Also, if a forum full of long-term, buy-and-never-sell investors is freaked out, that's probably pretty bullish.
 
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#17,547
#17,547
Firebirdparts said:
This may not interest anybody but me, but there is a meldown happening on bogleheads.com; Their forum revolves around their beliefs - they believe don't try to time the market, diversify, stay fully invested and minimize fees. Well that's right. The way the forum is run, it's the kind of forum where the mods ban you 2 weeks for saying somebody else is mistaken. If you do that about 3 times it's life. If you post a particularly illustrative meme they delete it. If you comment on what the market did that day, they delete it. If you say something funny they delete it. There is a lot of fear-based philosophy running through people that, I guess, are attracted to that line of reasoning (which, as I said, is not wrong). Average age let's guess 70. It's the most rigid thing I've ever seen on the internet. Obviously, politics are far far beyond the pale.

I usually only look at the "investing theory section." There are actually brilliant people posting there, and some in fact famous.

Well, evidently, about Friday of last week, in that section, it became acceptable to do political posting all day long, as long as (of course) you are just posting about how perfect the boomer liberal world order was and how wonderful liberals and democrats are. This is now totally acceptable. There are a lot of grief stricken people after 2 down days, after 30 years of telling each other to always keep the same assets. I suppose it's only funny if you're used to their particular idiom.
Click to expand...

Do they don’t get to call each other nazis and fascists? How boring.
 
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