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FistEnergy posted:https://twitter.com/HindenburgRes/status/1315744452330377216?s=19 If they could poo poo on $SPCE before 1/15/21 that would be great, tia.
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Oct 13, 2020 18:42
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https://twitter.com/FirstSquawk/status/1316072541115486210?s=20
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Oct 13, 2020 18:52
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https://twitter.com/R_Perli/status/1316102557161476096?s=20 VGLT and TLT outperforming QQQ today, just sayin'
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Oct 13, 2020 20:47
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Eli Lilly vaccine trial paused. Shares down. Overreaction, in my opinion. This is a pretty standard thing any time you have any kind of "adverse event" in a trial, regardless of the cause of the event.
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Oct 13, 2020 20:49
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fart simpson posted:try on fngu for size, op hachi machi
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Oct 13, 2020 20:53
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Does anyone use a high-beta strategy in your portfolio as a substitute for leverage? Like, some ETFs (e.g. ARKK, BUG, THNQ) are (/waves hand) high-beta compared to a tech benchmark like QQQ. So you can get outperformance without volatility drag of a leveraged ETF or theta decay of options. I'm really digging that as a small sector play.
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Oct 13, 2020 20:57
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Got out of my JPM position at a solid +$0.00. At least I didn't get eaten alive. I entered at HYLN 10/23 $25p position. Basically I'm just going to try and scrape up some extra coin until around 10/27 or so before going all-in full YOLO mode on 2-3 month expiries on the VIX because I'm predicting a contested election and a big increase in volatility after Nov 3rd. Possibly even something like what we saw in March depending on how long Trump will try to drag it out or even try to invalidate the entire election/Biden win. edit: Remember to inverse me btw because I am a verifiably terrible investor. AHH F/UGH fucked around with this message at 21:19 on Oct 13, 2020 |
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Oct 13, 2020 21:16
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I'm working up the gumption to get a Schwab account and take as big a bite as I can of the hydrogen economy Am I a genius?
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Oct 13, 2020 21:34
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Inverted Icon posted:I'm working up the gumption to get a Schwab account and take as big a bite as I can of the hydrogen economy You're a goddam genius. In other news, I bought some SHLL+ warrants, and Ameritrade says they became HYLN+ warrants, and they still haven't received "instructions" from the "agent". Is this SOP? Or BS? TYVM
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Oct 13, 2020 21:46
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Mr. Mambold posted:You're a goddam genius. In my experience brokers are usual dumb and bad as it concerns all things SPAC. Also holy poo poo, those warrants are down to $10!? Glad I punted mine.
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Oct 13, 2020 22:21
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I'm making steady gains from blue chip stocks while we're still collectively ignoring the looming covid 2nd wave. By the end of October I plan on being mostly in PSTH, which should be nearing their (hopefully!) major merger announcement. It's still pretty close to NAV and one of the best safe places to park money with good nearterm upside IMO.
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Oct 14, 2020 00:26
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FistEnergy posted:I'm making steady gains from blue chip stocks while we're still collectively ignoring the looming covid 2nd wave. By the end of October I plan on being mostly in PSTH, which should be nearing their (hopefully!) major merger announcement. It's still pretty close to NAV and one of the best safe places to park money with good nearterm upside IMO. did you just unironically refer to a blank check SPAC -- with no announced target -- as a safe place to park money or am I missing some joke here
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Oct 14, 2020 00:40
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FistEnergy posted:I'm making steady gains from blue chip stocks while we're still collectively ignoring the looming covid 2nd wave. That's my thing too. I've been leaning on bonds now for a bit as a consequence.
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Oct 14, 2020 01:10
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pmchem posted:did you just unironically refer to a blank check SPAC -- with no announced target -- as a safe place to park money or am I missing some joke here BILL ACKMAN™
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Oct 14, 2020 01:17
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pmchem posted:did you just unironically refer to a blank check SPAC -- with no announced target -- as a safe place to park money or am I missing some joke here It's near-NAV with a huge bankroll (much larger than other SPACs) that's targeting a whale with public name recognition, which will generate mainstream press and interest. Near-NAV SPAC commons are very safe. Warrants are a whole different story. They have no NAV and thus no price floor. I'm expecting a merger target announcement in November.
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Oct 14, 2020 01:36
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FistEnergy posted:It's near-NAV with a huge bankroll (much larger than other SPACs) that's targeting a whale with public name recognition, which will generate mainstream press and interest. Near-NAV SPAC commons are very safe. Warrants are a whole different story. They have no NAV and thus no price floor. honest question -- what happens if they announce a target that is a so-so company and they're paying too much for it? you're saying a SPAC is risk-free pre-merger?
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Oct 14, 2020 01:54
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in non-SPAC chat, anyone here ever buy/trade bonds? I'm talking individual bonds, not bond funds/etfs. It recently came to my attention that Tesla bonds are rated junk. This seems silly, as they could EASILY issue common stock to cover any bond payments they need and I don't see that changing in the next 5 years. But I do see their bonds being rated investment-grade within that time frame. So if TSLA bonds aren't already trading at IG yields (dunno, haven't looked), isn't there money to be made here by buying them now and waiting for their price (not yield; I'm talking price of the individual bond) to go up?
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Oct 14, 2020 01:57
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pmchem posted:honest question -- what happens if they announce a target that is a so-so company and they're paying too much for it? you're saying a SPAC is risk-free pre-merger? If I don't like the target I'll sell my commons. SPAC commons have a soft price floor up until a specified pre-merger date, because if they fail to merge at the end of the SPAC period (usually 2 years) then common holders are reimbursed plus interest. This is the NAV. For most SPACs it's about $10.50 including interest; for PSTH it's about $21. So if you buy commons near NAV, your downside is significantly reduced and the main drawback is the opportunity cost. Once the merger target is announced and things start getting official via LOIs and legal filings, warrants can become a better option with potentially higher returns if they're priced at a discount to commons. But they come with no reimbursement and thus no NAV. It's Buyer Beware. FistEnergy fucked around with this message at 02:08 on Oct 14, 2020 |
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Oct 14, 2020 02:06
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Moving big into natural gas and oil. See if it turns back up in 2021 or if Biden kills me.
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Oct 14, 2020 02:42
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pmchem posted:It recently came to my attention that Tesla bonds are rated junk. This seems silly, as they could EASILY issue common stock to cover any bond payments they need and I don't see that changing in the next 5 years. But I do see their bonds being rated investment-grade within that time frame. I think it depends on how long you think this meme stock craze will last. If their stock is up 875% compared to a year ago for no real reason, I don't see any reason it can't be down 875% in another year, let alone five, which may affect the "just issue stock to cover payments" thesis. I'm not a bond guy but I did have this thread saved by a TSLAQ guy who's really into bonds. Without re-reading the whole thing it was something about the bonds being secured by the residual value of leased vehicles, but their resale value is a huge unknown. Especially considering the price cuts they've had to do repeatedly to keep the "deliveries" numbers up. https://threadreaderapp.com/thread/1288234791607906305.html
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Oct 14, 2020 02:47
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Foma posted:Moving big into natural gas and oil. See if it turns back up in 2021 or if Biden kills me. I was looking into putting $1000 on 12/2020 PCG calls last Friday and I decided to think about it over the weekend. Then the latest fatal fire liability announcement came after close. My favorite trades are the bad ones I dodge by sheer luck
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Oct 14, 2020 02:48
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Inverted Icon posted:I'm working up the gumption to get a Schwab account and take as big a bite as I can of the hydrogen economy I'm so confused by the hydrogen action, honestly. I'm working on a hydrogen-powered system right now and the number of truly legitimate companies and an appropriate valuation is appallingly small. Personally, I think the refueling and infrastructure side is the one currently the most ripe for disruption. There are decent stack systems and module systems out there that work, but to the best of my knowledge, no one has truly cracked the ease-of-use / product offering for actually supplying the hydrogen, even in 'fixed' environments where hydrogen can excel (centralized motor pools like bus depots, docks, etc., where you only need one location). But hey, this market doesn't operate on reason, so... gently caress me, right?
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Oct 14, 2020 02:55
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FistEnergy posted:I was looking into putting $1000 on 12/2020 PCG calls last Friday and I decided to think about it over the weekend. Then the latest fatal fire liability announcement came after close.
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Oct 14, 2020 03:06
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https://twitter.com/LeoLabs_Space/status/1316147305125490694 OK so how do I play this, SPCE friday puts?
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Oct 14, 2020 08:26
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Is this how Gravity starts Is Sandra Bullock in space right now
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Oct 14, 2020 10:31
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Foma posted:Moving big into natural gas and oil. See if it turns back up in 2021 or if Biden kills me. poo poo sucked recently. Moved out of all my Planet Destroyer Captain Pollution positions.
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Oct 14, 2020 11:43
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orange sky posted:https://twitter.com/LeoLabs_Space/status/1316147305125490694 Now that's paper
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Oct 14, 2020 11:45
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Guess where I got my puts
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Oct 14, 2020 19:48
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https://twitter.com/TheStalwart/status/1316468238579118086?s=20 joe's great
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Oct 14, 2020 20:58
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That was an odd, high volume drop for CRTX Hope there hasn't been some kind of Bad News leak 
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Oct 14, 2020 21:14
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https://twitter.com/elonmusk/status/1316454051693895680?s=19 Nice margins
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Oct 14, 2020 21:14
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Is that a price increase or a decrease
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Oct 14, 2020 21:25
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FSLY down almost 30% after hours, drat. It usually follows a consistent pattern, but it has elected to jump out the window this time.
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Oct 14, 2020 21:27
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drunken officeparty posted:Is that a price increase or a decrease Its a reduction but I was making a joke.
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Oct 14, 2020 21:27
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Is McConnell still demanding any stimulus includes that removal of covid liabilities for businesses?
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Oct 14, 2020 21:34
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pmchem posted:Does anyone use a high-beta strategy in your portfolio as a substitute for leverage? I think joe is reading my posts https://twitter.com/TheStalwart/status/1316472054359654413
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Oct 14, 2020 21:51
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EPD, BSM, CEQP-, XOM, and an earlier buy of VDE which I now regret and wish I focused in on something. I might tax loss harvest it and move it into one of those 4.
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Oct 15, 2020 03:06
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decypher posted:FSLY down almost 30% after hours, drat. It usually follows a consistent pattern, but it has elected to jump out the window this time. I exited it last week, the TikTok thing reminded me how much it was pumped up so after it recovered I figured what the hell. What made it poo poo this time?
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Oct 15, 2020 04:46
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Basically, the TikTok thing.
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Oct 15, 2020 06:02
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GoGoGadgetChris posted:The prophecy of "Four Presidents In A Single Year" will begin! If timed right it can be a single month.
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Oct 15, 2020 16:02
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