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**OFFICIAL** Trading and Investing Thread: Part XVI -- BAG HOLDING EDITION
01-06-2023, 08:11 AM
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#1801
- camaleom
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- camaleom
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well every business that I know is hiring and even those firing people are still hiring LOL
that is not going to change anytime soon.
that is not going to change anytime soon.
"Paper money is going away" - EM
01-06-2023, 08:44 AM
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#1802
- 2020Wellness
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Does anyone have recommendations on funds to pick up for Roth contributions?
A new year means it’s time to load it up, just looking for opinions on how to fill it.
A new year means it’s time to load it up, just looking for opinions on how to fill it.
trainingwithryan.substack.com
01-06-2023, 09:09 AM
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#1803
- Carbonfibre
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good old squeeze on
they were pricing insanity with NFP and here you got it
don't ever sleep on any important data like it doesn't matter. (this market is being driven by this garbage cause dummy fed can't give guidance on anything)
this market is doing chess match
fed vs market
they are trying to call each others bluff
they were pricing insanity with NFP and here you got it
don't ever sleep on any important data like it doesn't matter. (this market is being driven by this garbage cause dummy fed can't give guidance on anything)
this market is doing chess match
fed vs market
they are trying to call each others bluff
01-06-2023, 09:25 AM
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#1804
- NestBrah
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- NestBrah
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Originally Posted By Carbonfibre⏩
Where do you see the USD going?good old squeeze on
they were pricing insanity with NFP and here you got it
don't ever sleep on any important data like it doesn't matter. (this market is being driven by this garbage cause dummy fed can't give guidance on anything)
this market is doing chess match
fed vs market
they are trying to call each others bluff
they were pricing insanity with NFP and here you got it
don't ever sleep on any important data like it doesn't matter. (this market is being driven by this garbage cause dummy fed can't give guidance on anything)
this market is doing chess match
fed vs market
they are trying to call each others bluff
Was expecting a rebound, but today has kinda ruined that.
01-06-2023, 09:41 AM
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#1805
- Carbonfibre
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Originally Posted By NestBrah⏩
DXY is depended on fed rate hikesWhere do you see the USD going?
Was expecting a rebound, but today has kinda ruined that.
Was expecting a rebound, but today has kinda ruined that.
Feb FOMC meeting before today job report was 50/50 on 25bps vs 50bps
After today its now dropped to 25 bps for Feb meeting
next week is CPI if the number is low 25 bps will be probably 90% lock.
USD depends on fed rate / higher fed rate = higher dollar
atm as you can see from basic lines nothing good for dxy if it losses 103

just to add something.
btw I don't trade fx but do view cause strong dxy = bad for stocks
Bank of Japan has been intervening hard into Yen
Central bank of Japan holds the most US Tresury bills of anyone in world.
What they do will have impact and it doesn't get much attention. Imo you should research that.
Europe omg the worst is coming via nat gas / crude isn't playing out
Truth is Russia is phucked. Putin play of commodities war not working.


01-06-2023, 09:52 AM
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#1806
- NestBrah
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Originally Posted By Carbonfibre⏩
Thanks for your analysis. Interesting stuff.DXY is depended on fed rate hikes
Feb FOMC meeting before today job report was 50/50 on 25bps vs 50bps
After today its now dropped to 25 bps for Feb meeting
next week is CPI if the number is low 25 bps will be probably 90% lock.
USD depends on fed rate / higher fed rate = higher dollar
atm as you can see from basic lines nothing good for dxy if it losses 103
just to add something.
btw I don't trade fx but do view cause strong dxy = bad for stocks
Bank of Japan has been intervening hard into Yen
Central bank of Japan holds the most US Tresury bills of anyone in world.
What they do will have impact and it doesn't get much attention. Imo you should research that.
Europe omg the worst is coming via nat gas / crude isn't playing out
Truth is Russia is phucked. Putin play of commodities war not working.
Feb FOMC meeting before today job report was 50/50 on 25bps vs 50bps
After today its now dropped to 25 bps for Feb meeting
next week is CPI if the number is low 25 bps will be probably 90% lock.
USD depends on fed rate / higher fed rate = higher dollar
atm as you can see from basic lines nothing good for dxy if it losses 103
just to add something.
btw I don't trade fx but do view cause strong dxy = bad for stocks
Bank of Japan has been intervening hard into Yen
Central bank of Japan holds the most US Tresury bills of anyone in world.
What they do will have impact and it doesn't get much attention. Imo you should research that.
Europe omg the worst is coming via nat gas / crude isn't playing out
Truth is Russia is phucked. Putin play of commodities war not working.
Do you see any viable way in which the USD takes back its September highs, or at least gets near them?
01-06-2023, 09:59 AM
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#1807
- Carbonfibre
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Originally Posted By NestBrah⏩
Only way is at some point inflation report comes in hot.Thanks for your analysis. Interesting stuff.
Do you see any viable way in which the USD takes back its September highs, or at least gets near them?
Do you see any viable way in which the USD takes back its September highs, or at least gets near them?
That will mess up fund rate projections right away and dxy reverses.
Right now inflation is straight lining down.
At some point (not betting man) it will stop diving down problem is where.
Does it stop at 5% or 4% etc.
01-06-2023, 09:59 AM
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#1808
01-06-2023, 10:03 AM
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#1809
- NestBrah
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- NestBrah
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Originally Posted By Carbonfibre⏩
Okay thanks. I have a bunch of USD I want to exchange into either GBP or EUR, so trying to time it well. Trying to work out if better to go for it now or wait in the hope of a stronger USD.Only way is at some point inflation report comes in hot.
That will mess up fund rate projections right away and dxy reverses.
Right now inflation is straight lining down.
At some point (not betting man) it will stop diving down problem is where.
Does it stop at 5% or 4% etc.
That will mess up fund rate projections right away and dxy reverses.
Right now inflation is straight lining down.
At some point (not betting man) it will stop diving down problem is where.
Does it stop at 5% or 4% etc.
01-06-2023, 10:03 AM
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#1810
- Carbonfibre
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Originally Posted By Destor⏩
DXY falling leads to inverse on all other currencies.Speaking of currencies, CAD vs USD is rallying hard on the back of massive job gains here increasing the likelihood of further rate hikes in Canada
Not sure if BoC has the balls to do anything but 25BPS at this point.
01-06-2023, 10:09 AM
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#1811
- Destor
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Originally Posted By Carbonfibre⏩
Yeah they had already signaled they were ready to slow down, but I really don't follow the BoC as much as the US FedDXY falling leads to inverse on all other currencies.
Not sure if BoC has the balls to do anything but 25BPS at this point.
Not sure if BoC has the balls to do anything but 25BPS at this point.
Rarely even look at the exchange rate but decided to glance after seeing the job report
01-06-2023, 10:10 AM
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#1812
- Carbonfibre
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Originally Posted By NestBrah⏩
You have to determine that via research.Okay thanks. I have a bunch of USD I want to exchange into either GBP or EUR, so trying to time it well. Trying to work out if better to go for it now or wait in the hope of a stronger USD.
I am not fx trader or expert. Google there is plenty of sites.
I use DXY to determine if stocks are going up/down.
DXY depends a lot of fed rate hikes.
01-06-2023, 11:56 AM
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#1813
Originally Posted By 2020Wellness⏩
I'll DCA into S&P 500 and small cap. I'd like to get into the Nasdaq 100, but not right now.Does anyone have recommendations on funds to pick up for Roth contributions?
A new year means it’s time to load it up, just looking for opinions on how to fill it.
A new year means it’s time to load it up, just looking for opinions on how to fill it.
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01-06-2023, 12:26 PM
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#1814
- Carbonfibre
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nasty
squeeze
market of piss
squeeze
market of piss
01-06-2023, 12:40 PM
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#1815
Dollar movement is dependent on the Fed but it's also weighted against other currencies, if other countries have problems that prevent investment, like lockdowns, then investors will turn to the U.S. dollar.
If China goes off lockdown with no continuing problems from covid then that will increase supply on the American market when we may be entering a recession, this will ultimately lead to a weaker dollar.
I think it's pretty clear what's goin to happen, I'm not going to say what happens to the dollar this year as someone could use that to ride the markets and I don't believe in free lunch.
If China goes off lockdown with no continuing problems from covid then that will increase supply on the American market when we may be entering a recession, this will ultimately lead to a weaker dollar.
I think it's pretty clear what's goin to happen, I'm not going to say what happens to the dollar this year as someone could use that to ride the markets and I don't believe in free lunch.
I: Self, Lord and Master.
"I rub my hands when my palms itch."
"I call you Son not because you Shine but because you Mine."
01-07-2023, 01:40 AM
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#1816
- Elias373
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Originally Posted By Abzu⏩
For anyone wanting the answer, I can confirm that it's going to go up or it may go down.Dollar movement is dependent on the Fed but it's also weighted against other currencies, if other countries have problems that prevent investment, like lockdowns, then investors will turn to the U.S. dollar.
If China goes off lockdown with no continuing problems from covid then that will increase supply on the American market when we may be entering a recession, this will ultimately lead to a weaker dollar.
I think it's pretty clear what's goin to happen, I'm not going to say what happens to the dollar this year as someone could use that to ride the markets and I don't believe in free lunch.
If China goes off lockdown with no continuing problems from covid then that will increase supply on the American market when we may be entering a recession, this will ultimately lead to a weaker dollar.
I think it's pretty clear what's goin to happen, I'm not going to say what happens to the dollar this year as someone could use that to ride the markets and I don't believe in free lunch.
I came up with this conclusion using the sophisticated pull-it-out-my-azz analysis process.
01-07-2023, 07:22 AM
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#1817
- 2020Wellness
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Originally Posted By _zman⏩
Thanks for the comment. I’m doing VOO, VUG, and VYM in my self-managed brokerage account.I'll DCA into S&P 500 and small cap. I'd like to get into the Nasdaq 100, but not right now.
I’m looking for more diversity in my Roth. So far I did $1500 in VFORX, but I don’t want to stick fully to the target date fund approach.
I may just got with a combo of total US market and total international market funds.
trainingwithryan.substack.com
01-07-2023, 08:17 AM
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#1818
- lunchbox12
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VYM and IVV is all I do for index funds. Not sure if I should be doing anything else
Ron Paul 2016
01-07-2023, 02:02 PM
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#1819
01-07-2023, 03:00 PM
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#1820
- 2020Wellness
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- 2020Wellness
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Originally Posted By lunchbox12⏩
Right now I solely invest long term in index funds. I started hard in May with a self-managed account. Once I get that account to 100k I’ll look into individual stocks.VYM and IVV is all I do for index funds. Not sure if I should be doing anything else
For now, though, I’m a Boglehead.
trainingwithryan.substack.com
01-07-2023, 05:03 PM
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#1821
Originally Posted By 2020Wellness⏩
Look into how some got screwed with taxes on the Target Date funds. Might want to avoid or look into it more at least. VOO and VUG should be real good. VUG is similar to MGK and will be a good time in 2023 to buy either imo.Thanks for the comment. I’m doing VOO, VUG, and VYM in my self-managed brokerage account.
I’m looking for more diversity in my Roth. So far I did $1500 in VFORX, but I don’t want to stick fully to the target date fund approach.
I may just got with a combo of total US market and total international market funds.
I’m looking for more diversity in my Roth. So far I did $1500 in VFORX, but I don’t want to stick fully to the target date fund approach.
I may just got with a combo of total US market and total international market funds.
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01-07-2023, 10:17 PM
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#1822
- Bingo559
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so I own some google stock and I was up quite a bit before 2022. I never really thought of a reason of why I owned it but years ago I just heard one of the smarter guys at my job talking about it. I had bought shares for about 1000 before they had their split.
now I'm actually down since i bought more post-split around 120-125 per share.
the more i think about it, apple owns most of the phone market share in the US. and now all these social media companies like twitter, ********, reddit are competing for ads.
I actually think most people spend more time on places like reddit, fb, twitter than just searching for random websites thru google. so wouldn't businesses funnel more money towards those platforms than google in the future?
now chat gpt comes along. and i hear Microsoft is going to implement chatGPT into bing search that might be better than google search.
should I just sell now and take a small loss? Any other googl holders on here? You guys selling or hanging on?
and google is 3rd place amongst the cloud services I believe.
now I'm actually down since i bought more post-split around 120-125 per share.
the more i think about it, apple owns most of the phone market share in the US. and now all these social media companies like twitter, ********, reddit are competing for ads.
I actually think most people spend more time on places like reddit, fb, twitter than just searching for random websites thru google. so wouldn't businesses funnel more money towards those platforms than google in the future?
now chat gpt comes along. and i hear Microsoft is going to implement chatGPT into bing search that might be better than google search.
should I just sell now and take a small loss? Any other googl holders on here? You guys selling or hanging on?
and google is 3rd place amongst the cloud services I believe.
01-08-2023, 09:12 AM
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#1823
- Carbonfibre
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Google has reply to chatgpt / they always had it just internal.
They are hesitant to launch for various reasons.
chatgpt is burning money from computing cost and there is talk they are looking to go public.
figure that was thrown around from chatgpt ceo was it costs something like $800K per day to run it.
Google revenue stream is good. Imo. (lol I did get crushed by google averaging down before split and than eating shiit after split)

They are hesitant to launch for various reasons.
chatgpt is burning money from computing cost and there is talk they are looking to go public.
figure that was thrown around from chatgpt ceo was it costs something like $800K per day to run it.
Google revenue stream is good. Imo. (lol I did get crushed by google averaging down before split and than eating shiit after split)

01-08-2023, 01:11 PM
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#1824
Originally Posted By Bingo559⏩
I've been holding/buying MSFT myself. I still think Google is a company worth investing in, but I do not. When I evaluated that decision, at the time, I thought their ad revenue had peaked and didn't see a good reason to invest compared to other tech companies. I forget where I read this, maybe WSJ? I read that Google went into panic mode when they heard about the Bing changes. IIRC Google search engine keeps losing it's market share, but still clearly dominate. With all their sponsored BS with crap results, I can see them continue to lose market share of the search engine.so I own some google stock and I was up quite a bit before 2022. I never really thought of a reason of why I owned it but years ago I just heard one of the smarter guys at my job talking about it. I had bought shares for about 1000 before they had their split.
now I'm actually down since i bought more post-split around 120-125 per share.
the more i think about it, apple owns most of the phone market share in the US. and now all these social media companies like twitter, ********, reddit are competing for ads.
I actually think most people spend more time on places like reddit, fb, twitter than just searching for random websites thru google. so wouldn't businesses funnel more money towards those platforms than google in the future?
now chat gpt comes along. and i hear Microsoft is going to implement chatGPT into bing search that might be better than google search.
should I just sell now and take a small loss? Any other googl holders on here? You guys selling or hanging on?
and google is 3rd place amongst the cloud services I believe.
now I'm actually down since i bought more post-split around 120-125 per share.
the more i think about it, apple owns most of the phone market share in the US. and now all these social media companies like twitter, ********, reddit are competing for ads.
I actually think most people spend more time on places like reddit, fb, twitter than just searching for random websites thru google. so wouldn't businesses funnel more money towards those platforms than google in the future?
now chat gpt comes along. and i hear Microsoft is going to implement chatGPT into bing search that might be better than google search.
should I just sell now and take a small loss? Any other googl holders on here? You guys selling or hanging on?
and google is 3rd place amongst the cloud services I believe.
★★★ A State of Trance Crew ★★★
♞♞♞ Misc Horse Head Crew ♞♞♞
01-09-2023, 07:09 AM
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#1825
01-09-2023, 08:22 AM
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#1826
- Carbonfibre
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- Carbonfibre
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another day another
DXY down
Market up
thats all you need to care about atm
DXY down
Market up
thats all you need to care about atm
01-09-2023, 09:47 AM
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#1827
- Carbonfibre
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40ish points away from that blue line and 200DMA
this line has been sell all of 2022.
will it be different this time?
This week with Jerome speaking tmmrw and CPI Thursday market should be able to test that level.

this line has been sell all of 2022.
will it be different this time?
This week with Jerome speaking tmmrw and CPI Thursday market should be able to test that level.

01-09-2023, 01:08 PM
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#1828
- RobParks2M
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Originally Posted By Carbonfibre⏩
Powell has no interest in feeding the market. He’s going to keep telling everyone off and probably another hike to boot.40ish points away from that blue line and 200DMA
this line has been sell all of 2022.
will it be different this time?
This week with Jerome speaking tmmrw and CPI Thursday market should be able to test that level.

this line has been sell all of 2022.
will it be different this time?
This week with Jerome speaking tmmrw and CPI Thursday market should be able to test that level.

Job market is still obscene. I just finished the training for an overnight hospital gig which is strictly “on call” basically every night every other week. They said average weekly number of calls from 2022 was 3(keep in mind this is 3 calls not having to physically go into the hospital 3x a week). and that they took away nighttime “on call” as a benefit to the day time crew to try to improve retention. I don’t even want to say what they are paying because it seems silly they accepted my counter offer. I guess I will see how it turns out if it’s more work than I anticipate lol.
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
01-09-2023, 03:19 PM
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#1829
- Carbonfibre
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I favor the downside move.
Problem is that in this market you can easily get squeezed real quick based off nothing.
Just one event like Jpow tmmrw will cause +/- 100 point move on SP 500.
Same with CPI coming this Thursday.
By Friday this week.
SP 500 will be at 3800 or 4000.
Thats the range here for this week.
Problem is that in this market you can easily get squeezed real quick based off nothing.
Just one event like Jpow tmmrw will cause +/- 100 point move on SP 500.
Same with CPI coming this Thursday.
By Friday this week.
SP 500 will be at 3800 or 4000.
Thats the range here for this week.
01-09-2023, 04:22 PM
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#1830
- RobParks2M
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Originally Posted By Carbonfibre⏩
It’s blowing my mind yields are dropping this much from around 4% a week agoI favor the downside move.
Problem is that in this market you can easily get squeezed real quick based off nothing.
Just one event like Jpow tmmrw will cause +/- 100 point move on SP 500.
Same with CPI coming this Thursday.
By Friday this week.
SP 500 will be at 3800 or 4000.
Thats the range here for this week.
Problem is that in this market you can easily get squeezed real quick based off nothing.
Just one event like Jpow tmmrw will cause +/- 100 point move on SP 500.
Same with CPI coming this Thursday.
By Friday this week.
SP 500 will be at 3800 or 4000.
Thats the range here for this week.
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
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