|
SKULL.GIF posted:Did something happen? Yes but the time travelers fixed it.
|
#
?
Sep 5, 2023 04:33
|
|
|
|
| # ? Jun 3, 2024 18:13 |
|
|
mrmcd posted:Yes but the time travelers fixed it. The thread of prophecy has been restored by the time travellers reloading from an earlier save
|
|
#
?
Sep 5, 2023 07:09
|
|
|
SKULL.GIF posted:Did something happen? It might have been CCJ lowering their production forecasts and traders are now pricing in higher prices on the back of the reduced supply.
|
|
#
?
Sep 5, 2023 10:08
|
|
|
Coup/instability in Niger could undermine Uranium supply and raise costs, especially for France.
|
|
#
?
Sep 5, 2023 14:03
|
|
|
Great someone here is part of a Nigerian civil war administration.
|
|
#
?
Sep 6, 2023 15:43
|
|
|
Elephanthead posted:Great someone here is part of a Nigerian civil war administration. Directly?
|
|
#
?
Sep 6, 2023 16:19
|
|
|
I know interest rates are high now and staying high for quite a while, but what are the expectations for the S&P500 and other indices when the rates start coming down? There seems to be a big pop whenever there’s speculation the rates “won’t be held high for as long as expected” and big drops, like today, when speculation that t”rates may be held high for longer than thought”. For companies near ATH (ie AAPL, etc) are they expected to shoot way up because they’re so high now? Or is the expectation more that they’ll stay near the same, but small caps will shoot up? Or just steady growth past ATH for all the indices? I’m not expecting insane growth, but I’m just curious what happens in these cases because there seems to be so much movement when even a whisper about rates changing one way or the other.
|
|
#
?
Sep 6, 2023 17:54
|
|
|
Subvisual Haze posted:Coup/instability in Niger could undermine Uranium supply and raise costs, especially for France. Uranium ore for customers of US fuel is shipped to the fuel processing plant months or years in advance (and stored in separate piles) specifically to hedge against this sort of situation Not sure how France handles it but probably the same I'd guess
|
|
#
?
Sep 6, 2023 21:28
|
|
|
Cacafuego posted:I know interest rates are high now and staying high for quite a while, but what are the expectations for the S&P500 and other indices when the rates start coming down? You should assume future rates are already priced in, to the extent the market is able to estimate what they will be (via treasury prices, futures etc)
|
|
#
?
Sep 6, 2023 22:36
|
|
|
GME's Q2 numbers are not terrible
|
|
#
?
Sep 7, 2023 01:06
|
|
|
TreeOcto posted:Uranium ore for customers of US fuel is shipped to the fuel processing plant months or years in advance (and stored in separate piles) specifically to hedge against this sort of situation I'd assume that they'd be even more hedged given how much more reliant they are on nuclear power, although it wouldn't be the first time a European country was massively short sighted in it's energy generation if it's not secured.
|
|
#
?
Sep 7, 2023 01:18
|
|
|
Ride the weed! https://twitter.com/abarnes2201/status/1699568535020724414?s=19 quote:Senate Banking Chair Sherrod Brown said Wednesday that lawmakers are closing in on bipartisan agreement to move ahead with cannabis banking legislation.
|
|
#
?
Sep 7, 2023 01:19
|
|
|
Fate Accomplice posted:GME's Q2 numbers are not terrible One day my ~$45/share cost basis will be justified when I didn't sell for $40k profit during the squeeze
|
|
#
?
Sep 7, 2023 02:57
|
|
|
DoubleT2172 posted:One day my ~$45/share cost basis will be justified when I didn't sell for $40k profit during the squeeze I was going to post a “lmao how did you not bail out at your cost basis after watching 40k disappear” but then i looked at my sofi position and nodded my head.
|
|
#
?
Sep 7, 2023 04:06
|
|
|
GME is such a fun zombie company to watch. They're burning like $100m a year but they have a billion in the bank so they probably won't go bankrupt any time soon, but they also just don't have a profitable business model and don't seem to care to pivot. Just a slow motion train wreck for everyone involved, except the executives pulling fat comp I guess.
|
|
#
?
Sep 7, 2023 04:35
|
|
|
Cacafuego posted:I know interest rates are high now and staying high for quite a while, but what are the expectations for the S&P500 and other indices when the rates start coming down? There seems to be a big pop whenever there’s speculation the rates “won’t be held high for as long as expected” and big drops, like today, when speculation that t”rates may be held high for longer than thought”. It will probably be a tug of war between "interest rates are falling, the economy is slowing", and "interest rates are falling, this will be great for Number"
|
|
#
?
Sep 7, 2023 10:55
|
|
|
gay picnic defence posted:It might have been CCJ lowering their production forecasts and traders are now pricing in higher prices on the back of the reduced supply. It was this. They lowered their production forecast. But they've already sold a bunch of the production so they're going to be (bigger) buyers on the open market to fulfill contracts they've already signed. Over labor day it was looking like it was going to have a bigger effect based on the Australian miners moving up. When Canada/USA markets opened Tuesday some of the jump kind of faded. I don't know if it was profit taking or people thinking it wasn't as big of a deal as Australian markets thought at first. Either way uranium prices have been steadily climbing and aren't likely to stop until more mining supply comes online.
|
|
#
?
Sep 7, 2023 20:11
|
|
|
Kind of interesting, I had a single covered call assigned early against me today. It was in the money, but not by a lot so a little surprising they would pay extra for it when the option still had some time value left. I can't say for certain why the person holding the option did it, but amusingly today is the dividend pay date for the stock, I think the person on the other end of the trade may have mistook dividend pay-date for dividend ex-date.
|
|
#
?
Sep 7, 2023 20:25
|
|
|
Wifi Toilet posted:I was going to post a “lmao how did you not bail out at your cost basis after watching 40k disappear” but then i looked at my sofi position and nodded my head. I’m curious how sofi does in the current interest rate environment with their refinancing business as student loan payments start back up. I’m gonna guess not great.
|
|
#
?
Sep 7, 2023 20:29
|
|
|
I think a few people were in this a few years ago (I looked at the preferreds myself but didn't buy): https://twitter.com/okieinvestor/status/1699499862004285685?s=20 An interesting focus for exec comp...
|
|
#
?
Sep 7, 2023 23:39
|
|
|
Agronox posted:I think a few people were in this a few years ago (I looked at the preferreds myself but didn't buy): This sounds like Enron
|
|
#
?
Sep 8, 2023 00:12
|
|
|
Agronox posted:I think a few people were in this a few years ago (I looked at the preferreds myself but didn't buy): I no longer take recs from this thread after losing a bunch on this one
|
|
#
?
Sep 8, 2023 00:31
|
|
|
https://twitter.com/hkeskiva/status/1701299819367506058?s=20 consolidated balance sheet on page 90 of the 10-q supports his #: https://www.citigroup.com/rcs/citigpa/storage/public/q230630.pdf I'm not sure what to make of this other than it seems to be a consequence of citi's return on equity being so bad lately, coupled with the bank being too big for people to buy it out in an acquisition. anyone have thoughts? fintwit in general thinks citi is either gonna drop 50% or go up 50% in the next couple years. very few people saying 'oh yeah fairly valued here'
|
|
#
?
Sep 12, 2023 00:06
|
|
|
Citi is a boring value stock when the entire market is in a multiyear tech and growth mania. Good value, practically zero earnings growth, strong dividend. I guess the divergence is whether you think there will be future wave of consumer debt going bad on their books.
|
|
#
?
Sep 12, 2023 01:18
|
|
|
pmchem posted:fintwit in general thinks citi is either gonna drop 50% or go up 50% in the next couple years. very few people saying 'oh yeah fairly valued here' Citi is a box of snakes. Right now there are people making bad trades and hiding time bomb deals. They've had their fingers in every financial disaster for years. IMO, Wells Fargo (WFC) might be the better choice in a ten year lifespan. Picked up another 1700 shares of Mereo BioPharma (MREO) @ 1.35. Congrats to those who picked up Canopy (WEED) stock in Aug for a nice return now. Crazy crazy crazy!
|
|
#
?
Sep 12, 2023 22:51
|
|
|
Whoops missed ARM. Would have definitely gotten in on that
|
|
#
?
Sep 14, 2023 23:07
|
|
|
Ubiquitus posted:Whoops missed ARM. Seemed like a good day for an IPO
|
|
#
?
Sep 14, 2023 23:25
|
|
|
ARTPUP posted:Picked up another 1700 shares of Mereo BioPharma (MREO) @ 1.35. Congrats to those who picked up Canopy (WEED) stock in Aug for a nice return now. Crazy crazy crazy! I rode the last wave up for a nice little profit. I was hoping it would again drop into the 1.20’s but I don’t think it ever did in the last few weeks. Congrats on the big jump today!
|
|
#
?
Sep 14, 2023 23:37
|
|
|
Ubiquitus posted:Whoops missed ARM. Unless I'm misreading the graph it fell 10% from its opening price, so not getting in at the open saved you quite a bit. $65B market cap is still way overvalued IMO
|
|
#
?
Sep 15, 2023 19:21
|
|
|
ARM opened at 56.1, about 10% above its $51 primary offering to investors
|
|
#
?
Sep 15, 2023 19:30
|
|
|
Ah, that's today's pricing, google wasn't showing yesterday. Still overpriced
|
|
#
?
Sep 15, 2023 19:50
|
|
|
You're not taking into account the fact that everything even tangentially related to AI is now worth exactly 4 gajillion dollars
|
|
#
?
Sep 15, 2023 20:12
|
|
|
Hello thread, please feed me ideas for quant experiments. This is my most recent one that somebody requested: "Can we use yesterday's crude oil candlestick as an indicator for today's oil sector performance?" Here are the correlations of the N-1 day's candlestick for crude oil prices versus the N day's candlestick's oil industry ETF prices, over the past 60 days:  To read the thing above, the only thing worth looking at is the column on the farthest right (or the bottom-most row). Basically, the conclusion is that, no, you can't use yesterday's crude oil price movement to try and predict today's overall sector price movement. Same is true for natural gas prices (ignore the text blurb at the top of this next image):  (Source code is here, with respect to "NG=F", per the last line): https://pastebin.com/W0cndi5a)
|
|
#
?
Sep 17, 2023 21:13
|
|
|
Etrade did get a transaction doubled up in my gains/losses statement last month. Although the actual transaction history and trade confirmations were correct. They said everything was correct on "the back end", and it was a "known issue" on this account that they had already been working on or something, heh. I asked if there are any other known issues on my accounts? "uhhhh, there was some stuff that has been corrected, but nothing else outstanding now". So I guess I'm gonna have to sit down and go through all of these reports on all these accounts. Check your statements! Everyone is happy with schwab still?
|
|
#
?
Sep 19, 2023 18:39
|
|
|
pmchem posted:ARM opened at 56.1, about 10% above its $51 primary offering to investors 
|
|
#
?
Sep 20, 2023 21:06
|
|
|
The Schwab app accidentally bough 1000 goon twice so it cost me $10.
|
|
#
?
Sep 20, 2023 22:51
|
|
|
Elephanthead posted:The Schwab app accidentally bough 1000 goon twice so it cost me $10. if you want to spend $10 more productively i could just ban you so you can rereg
|
|
#
?
Sep 21, 2023 01:29
|
|
|
drk posted:Still overpriced I'm not sure what a fair price is but my gut says not much more than Softbank paid in 2016. That would imply another 40% downside or so
|
|
#
?
Sep 21, 2023 13:43
|
|
|
It would be really great if they could stay above $55 for a month or so. drk posted:I'm not sure what a fair price is but my gut says not much more than Softbank paid in 2016. That would imply another 40% downside or so Please no
|
|
#
?
Sep 21, 2023 17:43
|
|
|
|
| # ? Jun 3, 2024 18:13 |
|
|
https://twitter.com/unusual_whales/status/1704870849831125446 nice trade if you're inside enough
|
|
#
?
Sep 21, 2023 18:55
|
|