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**OFFICIAL** Trading and Investing Thread: Part XVI -- BAG HOLDING EDITION
09-28-2022, 09:05 AM
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#451
- mulletwarrior
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- mulletwarrior
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Originally Posted By Carbonfibre⏩
This time next year the fed will be firing up QE full force.Whats wild is that Bank of England has gone completely Turkey.
This is surreal in time where UK is having to subsidize energy costs / inflation not stopping and pound losing value every day.
They are now going to start QE again. (not a joke)
https://www.reuters.com/markets/curr...nt-2022-09-28/
This is surreal in time where UK is having to subsidize energy costs / inflation not stopping and pound losing value every day.
They are now going to start QE again. (not a joke)
https://www.reuters.com/markets/curr...nt-2022-09-28/
mo e
09-28-2022, 09:09 AM
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#452
- Carbonfibre
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Originally Posted By mulletwarrior⏩
Than we will be buying milk for $15 gallon.This time next year the fed will be firing up QE full force.
It looks like margin call on pension fund forced BoE hand.
https://www.risk.net/derivatives/795...sterling-slide
09-28-2022, 09:18 AM
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#453
- Destor
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Honestly I think an expectation of flipping to QE will just mean the Fed clamps down harder, inflation expectations are a huge component of all this and is a big part of what feeds into price increases
They need to get people thinking that prices are actually going to come down. And by people, I don't mean Elon Musk and Cathie Woods who have obvious incentive to hammer Fed policy that is destructive to their businesses
They need to get people thinking that prices are actually going to come down. And by people, I don't mean Elon Musk and Cathie Woods who have obvious incentive to hammer Fed policy that is destructive to their businesses
09-28-2022, 09:31 AM
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#454
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huge rejection of 10 year yield at 4%
is causing this relief pop.
before someone says why are growth stocks up 5%+ today
here is your chance for Destor rally to start next week.
edit: Destor not throwing shade,,,,I am leaning same way think there is rally in the cards.
yields down
dxy down
bond market trying to calm.

longer view.
if 10 year can keep sliding toward 3% than you will get rally in market.

is causing this relief pop.
before someone says why are growth stocks up 5%+ today
here is your chance for Destor rally to start next week.
edit: Destor not throwing shade,,,,I am leaning same way think there is rally in the cards.
yields down
dxy down
bond market trying to calm.

longer view.
if 10 year can keep sliding toward 3% than you will get rally in market.

09-28-2022, 10:09 AM
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#455
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Originally Posted By TugOfPeace⏩
Think I might just look into buying cows now - seems cheaper.I've got 6 months of powdered milk for $60 (<$3/gallon), will not be paying $15/gallon if it happens. Might need to double my supply now
Originally Posted By Destor⏩
Hope all that tough talk from Powell is real. Market seems like it is calling his bluff.Honestly I think an expectation of flipping to QE will just mean the Fed clamps down harder, inflation expectations are a huge component of all this and is a big part of what feeds into price increases
They need to get people thinking that prices are actually going to come down. And by people, I don't mean Elon Musk and Cathie Woods who have obvious incentive to hammer Fed policy that is destructive to their businesses
They need to get people thinking that prices are actually going to come down. And by people, I don't mean Elon Musk and Cathie Woods who have obvious incentive to hammer Fed policy that is destructive to their businesses
mo e
09-28-2022, 10:16 AM
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#456
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IMO every rally, every good unemployment number, every positive earnings report is just more ammunition for the Fed and proof the economy can take more pressure.
Rampant inflation is far worse over the long term than the pain of bringing it down
Rampant inflation is far worse over the long term than the pain of bringing it down
09-28-2022, 10:53 AM
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#457
Fed says 4.5 by year end, they say .75 in Nov and .50 in Dec but it will likely be .50 in Nov and .25 in Dec, markets turn higher until 2023.
They say rate cuts starting in 2024 with 4 and continuing into 2025 with 4 more but the cuts likely begin in the 2nd half of 2023.
They project GDP to be .2%, 1.2% 2023 and 1.7% 2024, GDP will be lower in 2023 but will rise in/to 2024.
Bottom on the market will be above 3250 in 2022 but will see a new low in 2023.
I'll be buying calls expiring in 2023, in 2023 I'm buying puts expiring in 2023 and then I'll be buying calls again expiring 2024, I'm eyeing certain stocks for long term hold as well.
They say rate cuts starting in 2024 with 4 and continuing into 2025 with 4 more but the cuts likely begin in the 2nd half of 2023.
They project GDP to be .2%, 1.2% 2023 and 1.7% 2024, GDP will be lower in 2023 but will rise in/to 2024.
Bottom on the market will be above 3250 in 2022 but will see a new low in 2023.
I'll be buying calls expiring in 2023, in 2023 I'm buying puts expiring in 2023 and then I'll be buying calls again expiring 2024, I'm eyeing certain stocks for long term hold as well.
I: Self, Lord and Master.
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09-28-2022, 11:40 AM
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#458
- Carbonfibre
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Originally Posted By Destor⏩
One data series isn't going to change Fed mind.IMO every rally, every good unemployment number, every positive earnings report is just more ammunition for the Fed and proof the economy can take more pressure.
Rampant inflation is far worse over the long term than the pain of bringing it down
Rampant inflation is far worse over the long term than the pain of bringing it down
Market is trying to sell idea that it will.
Hence why 50BPS next month is now at 50% chance vs 75BPS.
That could flip easily in two weeks when Sept inflation data comes in.
Plus ****load of earnings and elections before next FOMC.
All this is doing is creating tons of volatility.
Market being driven by news events and quotes atm.
.................................................. ......................
Easiest way to look at it.
Every rally is just chance to sell the rip.
This will be another rally that selling calls will work.
Trendline has been dead on whole year.

09-28-2022, 11:56 AM
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#459
- 2020Wellness
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Originally Posted By RobParks2M⏩
A couple months ago they talked about this on The Motley Fool.Saw rumors on twitter apple is halting utilization of increased Iphone production capacity due to lack of demand. Someone ITT may or may not have called that a month or 2 ago

trainingwithryan.substack.com
09-28-2022, 12:22 PM
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#460
- chickenbroccoli
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Dollar coming down
09-28-2022, 12:26 PM
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#461
- Carbonfibre
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Crude is bouncing though.
Market can't catch break lmao.
That hurricane hitting florida is no joke.
Apparently bunch of rigs and refiners are shut down atm.

Market can't catch break lmao.
That hurricane hitting florida is no joke.
Apparently bunch of rigs and refiners are shut down atm.

09-28-2022, 12:41 PM
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#462
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[QUOTE=Carbonfibre post_id=1668611573]Crude is bouncing though.
Market can't catch break lmao.
That hurricane hitting florida is no joke.
Apparently bunch of rigs and refiners are shut down atm.
[img]https://i.imgur.com/3Zs5RcZ.png[/QUOTE]Gas prices are up 20 cents in my area here in Saskatchewan
Market can't catch break lmao.
That hurricane hitting florida is no joke.
Apparently bunch of rigs and refiners are shut down atm.
[img]https://i.imgur.com/3Zs5RcZ.png[/QUOTE]Gas prices are up 20 cents in my area here in Saskatchewan
09-28-2022, 01:00 PM
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#463
- Carbonfibre
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Originally Posted By Destor⏩
Yeah all across country its up.Gas prices are up 20 cents in my area here in Saskatchewan
Same.


09-28-2022, 01:09 PM
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#464
09-28-2022, 01:18 PM
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#465
- RobParks2M
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Originally Posted By TugOfPeace⏩
My fruit trees for the first time produced more fruit than we can eat for harvest so I’m tryna jam it. Will report back how it goes lmaoI've got 6 months of powdered milk for $60 (<$3/gallon), will not be paying $15/gallon if it happens. Might need to double my supply now
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09-28-2022, 03:02 PM
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#466
- SipNPiz
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Oregon brah here, gas is up 50 cents this week and we also have the added problem of no staff to pump it, the cheapest place I get gas has only been half pumps open half the day due to no staff.
Instead of 16 pumps operating 5am-10pm its 8 pumps from 8am-5pm
Instead of 16 pumps operating 5am-10pm its 8 pumps from 8am-5pm
STEM Wagie Brah
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09-28-2022, 03:23 PM
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#467
- CCCultistKilla
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Originally Posted By SipNPiz⏩
Pump your own damn gas lazy bones.Oregon brah here, gas is up 50 cents this week and we also have the added problem of no staff to pump it, the cheapest place I get gas has only been half pumps open half the day due to no staff.
Instead of 16 pumps operating 5am-10pm its 8 pumps from 8am-5pm
Instead of 16 pumps operating 5am-10pm its 8 pumps from 8am-5pm
Or at least make your kids or wife do it.
sheesh
09-28-2022, 07:51 PM
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#468
- chickenbroccoli
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Originally Posted By Lefticle⏩
Free and clear I hope. Because lol @ debtcelsTesla crew.
LOL @ gascels
Also:
Spoiler!
LOL @ gascels
Also:
Spoiler!
carboncuck loves inhaling penis
09-28-2022, 08:30 PM
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#469
- Carbonfibre
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feels good to live rent free in that fraudticle's head
guy drives poverty model 3
down 200K on his fraud investing account
has no hope in hell ever returning to green on those shiity growth stocks that he will average down for next 5 years before some of them go otc or private
guy drives poverty model 3
down 200K on his fraud investing account
has no hope in hell ever returning to green on those shiity growth stocks that he will average down for next 5 years before some of them go otc or private
09-29-2022, 08:07 AM
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#470
- RobParks2M
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Well… that didn’t take long… LOL
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
09-29-2022, 08:09 AM
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#471
- Carbonfibre
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^^^^^^^^^^^^^^^^^^
took day for market to digest the details how close UK market was about to blow up.
now they are realizing wait of minute. risk off again on the table.
Damn.
UK almost had lehman style blow up yesterday via pension funds.
This article is crazy.
https://www.ft.com/content/756e81d1-...4-206386353c4e
Risk of something blowing up just got much closer.
took day for market to digest the details how close UK market was about to blow up.
now they are realizing wait of minute. risk off again on the table.
Damn.
UK almost had lehman style blow up yesterday via pension funds.
This article is crazy.
https://www.ft.com/content/756e81d1-...4-206386353c4e
Risk of something blowing up just got much closer.
09-29-2022, 08:10 AM
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#472
- Destor
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Sad reality is that charging rates are going up around the world as well, I don't think it's hitting too hard yet for people charging in their garage overnight but rates at Superchargers are waaaaay up and I imagine it affects Electrify America etc
We're setting up for the rally brahs, here it comes
We're setting up for the rally brahs, here it comes
09-29-2022, 08:28 AM
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#473
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Originally Posted By SipNPiz⏩
Just LMAO at states that don't let you pump your own gas. What absolute chit holes.Oregon brah here, gas is up 50 cents this week and we also have the added problem of no staff to pump it, the cheapest place I get gas has only been half pumps open half the day due to no staff.
Instead of 16 pumps operating 5am-10pm its 8 pumps from 8am-5pm
Instead of 16 pumps operating 5am-10pm its 8 pumps from 8am-5pm
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RIP YGST
09-29-2022, 08:33 AM
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#474
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all pandemic gains wiped out, ouch
09-29-2022, 08:41 AM
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#475
09-29-2022, 08:43 AM
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#476
- taf1968
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Originally Posted By Carbonfibre⏩
Archive link for that UK article . . .^^^^^^^^^^^^^^^^^^
took day for market to digest the details how close UK market was about to blow up.
now they are realizing wait of minute. risk off again on the table.
Damn.
UK almost had lehman style blow up yesterday via pension funds.
This article is crazy.
https://www.ft.com/content/756e81d1-...4-206386353c4e
Risk of something blowing up just got much closer.
took day for market to digest the details how close UK market was about to blow up.
now they are realizing wait of minute. risk off again on the table.
Damn.
UK almost had lehman style blow up yesterday via pension funds.
This article is crazy.
https://www.ft.com/content/756e81d1-...4-206386353c4e
Risk of something blowing up just got much closer.
https://archive.ph/ZQkK4
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09-29-2022, 08:56 AM
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#477
- RobParks2M
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Lots of small funds seem to be on the edge depending on what they trade. Look at the DNA chart yesterday and tell me there wasn’t forced selling.
Fitness connoisseur
0.4 mg of party's over wake the FK up!
"the personification of greatness"
09-29-2022, 09:25 AM
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#478
- mulletwarrior
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Originally Posted By taf1968⏩
Thanks - Carbon's is paywalled. Your link isn't working for me for some reason...mo e
09-29-2022, 09:40 AM
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#479
09-29-2022, 09:52 AM
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#480
- Carbonfibre
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How about this link?
https://www.risk.net/derivatives/795...sterling-slide
Gilt = bonds
This all cascaded to super shiiit real fast when the new UK government thought it was good idea to do tax cuts for rich and do more fiscal spending.
You have central bank (BoE) raising rates and you decide to go Turkey and try to add more inflation.
Hence why UK pounds went to shiit so fast and something stable as uk bonds went see you later.
UK pension funds were holding bonds their portfolios like any pension portfolio in world.
They got getting margin called to post extra cash because the bonds lost so much value....not that easy to find money to post for margin call.
UK markets start to freeze up so the BoE has to step in and say buy these bonds to prevent **** from blowing up.
Blow up has been prevented atm. But at what cost?
Is there chance for more cracks like this to appear elsewhere down the road? You would think so no?
https://www.risk.net/derivatives/795...sterling-slide
Gilt = bonds
This all cascaded to super shiiit real fast when the new UK government thought it was good idea to do tax cuts for rich and do more fiscal spending.
You have central bank (BoE) raising rates and you decide to go Turkey and try to add more inflation.
Hence why UK pounds went to shiit so fast and something stable as uk bonds went see you later.
UK pension funds were holding bonds their portfolios like any pension portfolio in world.
They got getting margin called to post extra cash because the bonds lost so much value....not that easy to find money to post for margin call.
UK markets start to freeze up so the BoE has to step in and say buy these bonds to prevent **** from blowing up.
Blow up has been prevented atm. But at what cost?
Is there chance for more cracks like this to appear elsewhere down the road? You would think so no?
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