Nomanslandva
Member
TSLA ouch. MVIS tried to take off today but calming down a lot.
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Misc Stock Market
- Thread starter ForsythSnow
- Start date
Nomanslandva
Member
Maybe a little crypto (via etf) in the mix?
Which ones do you like because I had the same thought?
Nomanslandva
Member
I'm chicken Jimmy. I only have about 3% of my investments in crypto (IBIT). I am trying to figure out how to be a little bolder with individual holdings, but not there yet.
for the rest of you, what is the max% for an individual holding you are comfortable with?
NCSNOW
Member
Heres some economic news. We all lnow this, if you been around long enough. Hopefully we can reverse this slope.
NCSNOW
Member
Seismic shift in US energy: See if this affects energy companies today.
"The EU just agreed to buy 750 Billion in US energy over next 3 years. That's 250 Billion a year, which is triple what the EU imported from US last year. This will set the US as Europe's main supplier of energy. This has big trickle down effects, not just here nationally to boost energy suppliers across US, but if WTI Crude could gain enough pricing power, then perhaps it can overtake OPEC blends and possibly re-shape Global Pricing. "
The chatter is that if the US gets to 750Billion + off the tariffs combined, it was the catalyst to go push for 0 Fed payroll taxes on everyone making 150,000 or less. Friday they where at 700 Billion. So this EU deal, along with a few others still to go, should get them well across the targeted goal.
Now getting Congress and Senate to go along with this, is another hurdle in itself. Interesting times ahead. Chasing the pipe dream of doing away with federal payroll tax, is probably the only thing that qualifies harder than getting accumulating snow in the South, east of the MTNs
"The EU just agreed to buy 750 Billion in US energy over next 3 years. That's 250 Billion a year, which is triple what the EU imported from US last year. This will set the US as Europe's main supplier of energy. This has big trickle down effects, not just here nationally to boost energy suppliers across US, but if WTI Crude could gain enough pricing power, then perhaps it can overtake OPEC blends and possibly re-shape Global Pricing. "
The chatter is that if the US gets to 750Billion + off the tariffs combined, it was the catalyst to go push for 0 Fed payroll taxes on everyone making 150,000 or less. Friday they where at 700 Billion. So this EU deal, along with a few others still to go, should get them well across the targeted goal.
Now getting Congress and Senate to go along with this, is another hurdle in itself. Interesting times ahead. Chasing the pipe dream of doing away with federal payroll tax, is probably the only thing that qualifies harder than getting accumulating snow in the South, east of the MTNs
Once again though we must remember that first time home owners were much less picky than today.
Certain expectations create certain realities.
ForsythSnow
Moderator
Smaller homes are being bulldozed for 600k+ developments around here and the entire northern part of the state. Even going out 40 miles from an employer yields near the same, or nothing for sale that's small. Not to mention these new developments are built like garbage and overcharging. I'd be happy with 1200 square feet with barely any land but can't get that for under 300k without needing 50k in repairs and being unlivable, or in an unsafe area. I've watched a family member buy a small house far away and face years of repairs and know how screwed up housing really is. The housing prices will crash again though in the coming years, it's beyond sustainable already.
I've been swinging a lot of those popular meme/retail names...all been working, been in/out of those trades. OKLO has been unreal the past 2 weeks. Been my biggest swing trading win.
But, SPY is getting frothy and semis just won't quit...I think a fast move down is coming...1-2 days that gets bought hard. MFI still turning up on SPY....I dont' see any negative divergence so it's all system go. FOMC on Wednesday and tech earnings (META/MSFT/QCOM/HOOD) earnings on Wednesday. The volatility will defintely be up this week.
But, SPY is getting frothy and semis just won't quit...I think a fast move down is coming...1-2 days that gets bought hard. MFI still turning up on SPY....I dont' see any negative divergence so it's all system go. FOMC on Wednesday and tech earnings (META/MSFT/QCOM/HOOD) earnings on Wednesday. The volatility will defintely be up this week.
The issue is what most people today define as unlivable. Which goes along with the second issue of a populace with a general lack of knowledge or ability to fix anything themselves.
A polulace that is either too lazy or unknowledgable to fix things themselves leads to contractors who can charge much more because of an overabundance of demand.
ForsythSnow
Moderator
Floors caved in, excessive water damage, rotted structural beams. That's what's for sale for 260K now for the same size as what was a decade ago. Not everyone knows every trade either and can do HVAC, Plumbing, electrical, carpentry, and structural engineering to ensure their house isn't being DIY'd into a money pit.
You and I will have to disagree there. Most don't know because most are to lazy to learn or don't want to. A good basic understanding of all of the above can be learned pretty quickly. Sure mastery of those takes lots of time and study, but if someone cannot learn the basics of plumbing in a few hours as it currently is, they are lazy or dumb; and I refuse to believe the dumb part.
I am definitely not a mechanic, but YouTube, common sense and a willing to get dirty and sweaty allowed me to drop my fuel tank of my car and change my fuel pump to my car. Saved probably $800.
Some people are much more mechanically inclined than others. People are wired differently. It isn’t necessarily based on overall intelligence though I’d say being mechanically inclined is one form of intelligence. Some of it is determined by whether one even has an interest or would prefer doing other things with their precious time.
I agree, but I know of older, single woman who we have gave instruction on basic plumbing to fix a leak on their water line(we can't fix it ourselves due to guidelines) bought the parts at Home Depot and fixed it themselves never having fixed it leak before.
Things definitely take some skill, but Id argue that many people have more skill than they realize. Most if not all of us can name skills that our Grandparents had that wasn't just lost because it was bred out of us.
But your last statement is definitely true. But because we would do other things would our precious time, someone is gonna burn us to use their precious time. Then we complain about the bill. Hahaha
I don't like starting positions right before FOMC but if Jay cuts then I think the SAAS names run and this one looks as good as any. I like when the daily is bracketed by the emas like that...tight.
Will give it to $96...bought in at $98.10.
Will give it to $96...bought in at $98.10.
GeorgiaGirl
Member
Don't see rates getting cut today, but from what we've heard, there's a chance of 2 dovish dissents for the first time in a long while.
GeorgiaGirl
Member
Yeah, I think I misread this. Initially thought you could see a cut in September, but you can put me down for 0 rate cuts for 2025 unless you get a core PCE reading of under 0.2 for the next couple readings.
It may actually not matter with how well large cap tech has stood its ground against treasury rates remaining elevated (which I think continues without extra intervention). But from the way it looks, there's going to be some short term trouble if tech earnings don't shine.
It may actually not matter with how well large cap tech has stood its ground against treasury rates remaining elevated (which I think continues without extra intervention). But from the way it looks, there's going to be some short term trouble if tech earnings don't shine.
Started buying into my Roth IRA today.
Started with $1200 worth of VTI and IJH to get the ball rolling.
Started with $1200 worth of VTI and IJH to get the ball rolling.
Microsoft 
Chattownsnow
Member
My post from April. I love free money lol. When everyone is afraid, that’s always the time to buy
Chattownsnow
Member
Fir
First time home buyers also weren’t going to Starbucks 3 times a week and had monthly subscriptions to 8 different things. I just think spending priorities and habits changing are a bigger roll than increased prices, although they both exist. It’s easy to complain that you can’t buy house while in line at lallapalooza they you paid 2000$ for while holding your mocha Frappuccino
Well, that would pay off every thing I own except for my house and still leave me with 30k or so. Give me 80k and that gets my mortgage.
Microsoft
MSFT is +42.50 in after hours due to a fantastic earnings report!!
META skyrocketing as Kyl0 said!!
Nasdaq futures are nearly +300!
broken025
Member
Two chicks at the same time
My goodness..I suck. I had a ton of shares at $9.65 and sold into $10.40...now it's at $14. Earnings were great last night...it's too risky to be swinging shares into that.
Apple...added a few Apple last night at low 208's...it sold off last night due to QCOM earnings I think. I probably will hold these shares through earnings. Mediocre earnings are priced I would think...haven't decided. If market falls apart then I probably won't but if market hangs in and closes strong I definitely will.
2023 highs were $200/share...it's barely over that. Have to think a bad earnings is mostly priced in...but ask UNH...it can always go lower.
2023 highs were $200/share...it's barely over that. Have to think a bad earnings is mostly priced in...but ask UNH...it can always go lower.
Take my friends at southernwx.com out to a nice steak dinner.
GeorgiaGirl
Member
Sorry folks, should've kept my mouth zipped. Likely great chance with semis getting destroyed that today is a local top for the Nasdaq and Jay likely torpedoed any shot of SPX 7k in 2025 yesterday...not that I thought it was likely.
Very bearish candles today...SPY/Qs engulfed several days of gains and closed on the lows. But somehow futures probably pump tonight...I don't think we've seen a down open in weeks. Apple with very solid earnings but muted response....I closed my Apple long when market rolled hard. In fact I closed all my swings...been a crazy few weeks and need a reset.
I actually faded RBLX today from about $144 high to $138. That was my big winner today and helped make up money I lost on longs.
Retail loves these little SAAS names...nuts it ran this hard.
They are a cash burning machine and growth is only 21%...I think this will fade hard back to $125 and probably lower.
Retail loves these little SAAS names...nuts it ran this hard.
They are a cash burning machine and growth is only 21%...I think this will fade hard back to $125 and probably lower.
Grow A Garden is still going strong. They had an admin abuse event with Travis Kelce last week and had 20M players. A game called Steal a Brainrot is making another big run as well. 6.9M concurrent players in their last update from last week. They’re now doing what Grow A Garden did with admin abuse events.
Here's the full Liberation Day Take 2 tariffs. According to the EO, the Liberation Day tariffs won't go into effect until August 7.
The Canada tariffs in a separate EO (Wasn't included in the LT order) will go into effect tommorow per the WH. Brazil (Per yesterday's EO) goes into effect August 6.
The Canada tariffs in a separate EO (Wasn't included in the LT order) will go into effect tommorow per the WH. Brazil (Per yesterday's EO) goes into effect August 6.
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