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Oscar Wild posted:https://twitter.com/THR/status/1242570905844436994?s=19 They can’t. Orange County announced shelter in place till April 9. Universal is closed until April 19 and is paying their employees which is nice Disney hasn’t announced yet but I expect the same from them or longer I yolo’d into dis puts earlier. I’m gonna make a ton or my stock market playing days are over
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Mar 24, 2020 23:37
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leper khan posted:Someone explain to me why a Whopper isn't going to cost $50 next year again. https://twitter.com/ddale8/status/1242536511331057664
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Mar 24, 2020 23:38
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leper khan posted:Someone explain to me why a Whopper isn't going to cost $50 next year again. Again?
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Mar 24, 2020 23:39
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Agronox posted:Again? Someone explain to me again why a Whopper isn't going to cost $50 next year.
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Mar 24, 2020 23:42
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So, in TOS I set up a scan to find big companies that are in good financial health (and making money), that the market is generally long on, and who have outperformed the S&P 500 every step of the way for the past half-year. This is the result: How should I refine that scan to better find big, profitable, financially healthy companies that are performing well compared to SPY, that investors are long on? Anyone have TOS scan recommendations they'd care to share? I like that this scan identified some of the names being parroted on TV every day, like AMZN, WMT, COST, TMO. It also found similar-ish plays like DG, HRL. Also fuckin' BABA, goddamn China.
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Mar 24, 2020 23:43
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WithoutTheFezOn posted:They’re not going to. They’re “currently set to reopen on April 1” because their original, and only, statement was “we’re closing until April 1”. Clickbait tweet. I read through because I agree on he clickbait bit. The article is centered around Florida parks.
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Mar 24, 2020 23:44
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FreelanceSocialist posted:Someone explain to me again why a Whopper isn't going to cost $50 next year. I would like to hear why people think it will be $50.
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Mar 25, 2020 00:05
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"Inflation".
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Mar 25, 2020 00:09
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fougera posted:I would like to hear why people think it will be $50. buying puts on whopper they are going to be $0.50 next year.
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Mar 25, 2020 00:09
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FreelanceSocialist posted:Someone explain to me again why a Whopper isn't going to cost $50 next year. Money printer go brrr Money shredder go FUUUUUUUUUCCKKKK
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Mar 25, 2020 00:12
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Who the gently caress eats at burger king, how do they exist? Im not a fast food snob or anything, I eat mcdonalds and wendys... but loving burger king? Nah. Theres never anyone at burger king
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Mar 25, 2020 00:15
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fougera posted:I would like to hear why people think it will be $50. Burger King trying to break into the luxury burger market
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Mar 25, 2020 00:17
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greasyhands posted:Who the gently caress eats at burger king, how do they exist? Im not a fast food snob or anything, I eat mcdonalds and wendys... but loving burger king? Nah. Theres never anyone at burger king Every Burger King I’ve been in seems like they poured a large coke on the floor and every other surface. It’s always so sticky
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Mar 25, 2020 00:29
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https://twitter.com/CaesarsPalace/status/1242586996020670464 Since a bunch of us have, well mostly puts, on casino stocks, here's a video from $CZR CEO talking about how their employees will be paid (2 weeks plus any accumulated paid time off) and that they're not going to do anything super special with their whales other than making sure tier credits don't expire and future visits get rebooked. No word at all about ongoing merger plans.
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Mar 25, 2020 00:34
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FreelanceSocialist posted:Because none of that money will ever trickle down to BK's primary customer base. They are straight up raping the Treasury and lining their own pockets while we get nothing. Just fuckin' pillaging it.
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Mar 25, 2020 00:48
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Also gently caress all of us if DisneyWorld actually opens on the 1st.
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Mar 25, 2020 00:48
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greasyhands posted:Who the gently caress eats at burger king, how do they exist? Im not a fast food snob or anything, I eat mcdonalds and wendys... but loving burger king? Nah. Theres never anyone at burger king
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Mar 25, 2020 00:56
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movax posted:They are straight up raping the Treasury and lining their own pockets while we get nothing. Just fuckin' pillaging it. And that's why I'm grabbing whatever I can right now by flipping options. We're all getting hosed.
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Mar 25, 2020 01:05
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FreelanceSocialist posted:And that's why I'm grabbing whatever I can right now by flipping options. We're all getting hosed. I probably should just buy stocks and gold, but I'm sure I'll dip back into options.
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Mar 25, 2020 01:34
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Seems like this will gently caress with REITs, right? https://twitter.com/latimes/status/1242543182442717186?s=19
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Mar 25, 2020 01:37
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Josh Lyman posted:Yeah I'd go for MCD and WEN over Burger King anyday. Their menus are way more appealing. e: like I'd even actually go rn if i knew where it was lol
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Mar 25, 2020 01:43
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SirPablo posted:Seems like this will gently caress with REITs, right? I didn't realize the influence Lady Gaga has on the real estate market
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Mar 25, 2020 01:54
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SirPablo posted:Seems like this will gently caress with REITs, right? I'd be very surprised if either of these had an impact. I think we open red, stimulus green, then bloodbath Thursday. If the fuckers listened to economists at all, the stimulous hits late Thursday to help mitigate. Maybe regular politics delays them there anyways.
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Mar 25, 2020 01:55
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greasyhands posted:Who the gently caress eats at burger king, how do they exist? Im not a fast food snob or anything, I eat mcdonalds and wendys... but loving burger king? Nah. Theres never anyone at burger king Burger King is propped up by the Canadian chain though so it doesn't matter.
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Mar 25, 2020 02:04
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SirPablo posted:Seems like this will gently caress with REITs, right? REITs are going to be a graveyard until we start to see work unfreeze.
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Mar 25, 2020 02:09
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MomJeans420 posted:I didn't realize the influence Lady Gaga has on the real estate market It's all about that p-p-p-pokerface
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Mar 25, 2020 02:10
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https://twitter.com/WAFB/status/1242588481504845830?s=19 Everyone should know the waflehouse index. signal is black.
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Mar 25, 2020 02:12
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Oscar Wild posted:REITs are going to be a graveyard until we start to see work unfreeze. I put too large of a % of my portfolio in REITs like a dumbass, can't wait to see how all this shakes out once they all probably go bankrupt. MFA already down 93% this month
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Mar 25, 2020 02:23
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Oscar Wild posted:https://twitter.com/WAFB/status/1242588481504845830?s=19 End times are nigh. drat
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Mar 25, 2020 02:25
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Oscar Wild posted:https://twitter.com/WAFB/status/1242588481504845830?s=19 SPY 5p going to print
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Mar 25, 2020 02:31
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So my overall hot take is that we haven't seen the bottom yet. Not even close. This bill is going to result in a rally that will last a few days, starting today. But, regardless of the size of the stimulus, once we start to get a glimpse of the big picture (starting with monthly job numbers, announced first week of every month -- so April 3rd), and number of deaths skyrocket across the US, there will be a second, bigger round of fear and chaos. This will be exacerbated by Q1 earnings reports throughout April. I expect Q2 GDP projections (which are already at -25% or lower) to rapidly shift downward as we get those, and the stocks with it. I fully expect Trump to make this much worse by using everything in his power to pressure/force governors to lift their lockdown orders. In fact, I believe things will get so bad that we will be hearing about a second stimulus sooner rather than later. But the immediate future looks rather bleak for S&P. Even if you waved a magic wand and the virus disappeared tomorrow, entire sectors have already collapsed and it will take a long time to rebuild them.
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Mar 25, 2020 02:54
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Nothing has actually passed yet and the markets were clearly up today on that expectation. At best the markets close down this week on a passed deal and at worst they close really down on no deal. Its like tariffs all over again!
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Mar 25, 2020 03:09
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I've heard the analogy "Covid-19 will do to health what 9/11 did to security" more than once now. It's sort of ridiculous, but at the same time there's certainly going to be an appetite for health-related infrastructure follow this crisis. Specifically I'm thinking entities created to identify and manage another pandemic related situation. So, what companies would be in the running to pick up sweet sweet government contracts to build, supply, and staff such a request? Or likewise, which existing companies will be in line to get a huge boost to their existing contracts as a result of this? I legitimately don't know where to start, this is obviously a very ground floor idea here with potential to spin in many different ways depending on what the outcome of this pandemic is. Basically I'm asking for ideas as to who's going to be a Raytheon or L3Harris of pandemic prevention?
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Mar 25, 2020 04:19
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Shappa posted:I've heard the analogy "Covid-19 will do to health what 9/11 did to security" more than once now. It's sort of ridiculous, but at the same time there's certainly going to be an appetite for health-related infrastructure follow this crisis. Specifically I'm thinking entities created to identify and manage another pandemic related situation. 3M?
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Mar 25, 2020 04:26
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enraged_camel posted:So my overall hot take is that we haven't seen the bottom yet. Not even close. What exactly do you see as a bottom? If we already lost 30% of the market in a month, how much worse can things really get?50%? 75%? Mass and total failure of stocks? Are you thinking the corona virus, which even if it goes as bad as possible could probably only kill 2% of the population ,but likely much less , will lead to the biggest market crash in history as well and the worst pandemic ever in the USA? I wouldn't be surprised if at the end of this we still have more people that kill themselves every year in the USA than die from COVID-19.
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Mar 25, 2020 04:26
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coronavirus posted:What exactly do you see as a bottom? If we already lost 30% of the market in a month, how much worse can things really get?50%? 75%? Mass and total failure of stocks? Are you thinking the corona virus, which even if it goes as bad as possible could probably only kill 2% of the population ,but likely much less , will lead to the biggest market crash in history as well and the worst pandemic ever in the USA? Just for reference, the bottom in 2008 was something like -56%.
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Mar 25, 2020 04:38
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coronavirus posted:What exactly do you see as a bottom? If we already lost 30% of the market in a month, how much worse can things really get?50%? 75%? Mass and total failure of stocks? Are you thinking the corona virus, which even if it goes as bad as possible could probably only kill 2% of the population ,but likely much less , will lead to the biggest market crash in history as well and the worst pandemic ever in the USA? What is the bottom? That's the big question, isn't it? All we know is that this is an unprecedented event -- a black swan, if you will. Never before in modern history have large portions of the US economy shut down completely, while others were forced to completely change the way they do business without advance notice, while laying off as many people as necessary. Unemployment numbers are already skyrocketing -- there's a reason Trump essentially begged states to delay releasing those numbers. They are bad. A 30% drop in stock prices is not that much. For reference, in 2009 we saw a 56% drop, as the economy imploded and collapsed upon itself. And that was mostly due to internal, structural problems that were addressable using economic and financial tools. This time the threat is external, and the only thing that can be done on the economy/finance front is mitigation to make sure people don't starve in the streets like they did during the Great Depression. It looks like that part is being handled with this stimulus, at least to some extent, but that doesn't change the fact that the virus is here to stay, and things will get a LOT worse before they start getting better -- and that is if we continue locking down, and stay locked down for a few months. If we relax the lockdowns too quickly... we're hosed. Basically there are two sides to this: economic and healthcare. If I have to rate the two, we're doing a 5/10 on the economy front (the stimulus needs to be a lot bigger, and different in scope -- much more UBI-focused) and a 1.5/10 on the healthcare front (only New York is having the US Army Corps build extra hospitals -- all other states are sleeping on the wheel).
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Mar 25, 2020 04:43
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coronavirus posted:What exactly do you see as a bottom? If we already lost 30% of the market in a month, how much worse can things really get?50%? 75%? Mass and total failure of stocks? Are you thinking the corona virus, which even if it goes as bad as possible could probably only kill 2% of the population ,but likely much less , will lead to the biggest market crash in history as well and the worst pandemic ever in the USA? Why do people keep parroting the 2% death rate in their calculations when that is for people that are in ICU? I wish they'd use the more correct 10-20%, I'm curious if that changes their outlook
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Mar 25, 2020 04:47
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I do wonder if Trump’s push towards reopening everything Apr 1 is because the unemployment numbers are really that bad. 
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Mar 25, 2020 04:49
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java posted:I do wonder if Trump’s push towards reopening everything Apr 1 is because he has seen how bad the unemployment numbers are. Job numbers will be a disaster, he's trying to buy out the recession to make it disappear
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Mar 25, 2020 04:50
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