**OFFICIAL** Trading and Investing Thread: Part XVI -- BAG HOLDING EDITION

[TugOfPeace]

imagine all the new AFRM/UPST bagholders lmao

that tells me when the economy gets back to normal these two stonks will be pumped to oblivion, assuming they survive that long

[Carbonfibre]

as long Jerome is playing ball with market ... buyers still in control

Pow has one job left and that is next FOMC bring back inflation expectations otherwise.......


buy now pay later stocks are back.







also peak dumb CNBC had segment to congratulate Cathie for her best month start to new year. (ytd +40%)


brb

[thatsnarf]

as long Jerome is playing ball with market ... buyers still in control

Pow has one job left and that is next FOMC bring back inflation expectations otherwise.......


buy now pay later stocks are back.


also peak dumb CNBC had segment to congratulate Cathie for her best month start to new year. (ytd +40%)

i need ARKK to go up bruh. lay off my gurl.

[Carbonfibre]

i need ARKK to go up bruh. lay off my gurl.

sorry lol

she said ARKK will be bigger than NQ (nasdaq)

at that point I had to close screen down.

[thatsnarf]

sorry lol

she said ARKK will be bigger than NQ

at that point I had to close screen down.

still hurt

=(

[Bingo559]

i was watching this interview of a famous short seller named jim chanos on cnbc. it's about 5 days old now.

he said something about BBBY bonds are selling for .04 on the dollar. meaning no one wants to buy them. They're buying the stock instead.

why are they buying the stock instead of the bond if they really believe in BBBY, when the bond can be a 25 bagger?

he also thinks beyond meat will go bankrupt this year

[RobParks2M]

i was watching this interview of a famous short seller named jim chanos on cnbc. it's about 5 days old now.

he said something about BBBY bonds are selling for .04 on the dollar. meaning no one wants to buy them. They're buying the stock instead.

why are they buying the stock instead of the bond if they really believe in BBBY, when the bond can be a 25 bagger?

he also thinks beyond meat will go bankrupt this year

Shares squeeze. Bonds do not.

But I’m just the cuck buying Fannie Mae preferred shares ayy lmao

[Bingo559]

has anyone heard of or invested on the dizraptor platform?

It's kind of like fundrise but for private companies. there is an opportunity to invest in OpenAI, but not sure if this site is legit or not.

After further research I think this is a scam. They have a youtube page but most of the vids only have 300 views. how can a big platform with access to investing in OpenAI have youtube vids that only have 300 views? Plus i saw a reddit thread where someone said they always reply late to emails and inquiries.

[Bingo559]

Shares squeeze. Bonds do not.

But I’m just the cuck buying Fannie Mae preferred shares ayy lmao

I think his main point was that if you really believe in bbby, you could buy bonds at 4 cents on the dollar and be made whole if bbby doesn't go bankrupt. meanwhile if they do, and you hold equity, you go to zero. bonds maybe you get some $ back in bankruptcy

[lntense]

I got tan TF over with my SQQQ. Added some this afternoon. Lol@me if the rally continues. Got 80k in it now, gonna ride. If I lose it all, oh well.

Ouch..

[hardestgainer]

https://seekingalpha.com/news/393226...turn-of-shares

I know someone else had a long position in NFE awhile back. I’m surprised they are down from this deal, seems like NFE came out ahead on this compared to Golar

Also it feels like this Tesla rally is the only thing preventing a big SP500 slide

[RobParks2M]

Holy fuk if Cano holds these gains and keeps going up my 80 calls between $1 and $2 are gonna be awesome tomorrow. I wonder why they jumped so hard AH

[camaleom]

that BBBY bag is going to be heavy...

[hardestgainer]

Spy is up 1.5% in the past half hour looool, clown market is fully back

[AriesTH]

Spy is up 1.5% in the past half hour looool, clown market is fully back

thank you jpow

he spoke again at an economic conference, more of the same, didn't backtrack any of what he said in the prior speech

[BuckNakedinBama]

How is him saying disinflation has begun such a revelation to everyone? The numbers bear that out. "The process has begun" doesn't mean the rate hikes are over. Clown market is clowning around today.

[Lefticle]

Spy is up 1.5% in the past half hour looool, clown market is fully back

Well that didn't last long.

[taf1968]

Annnnndddddd . . . SPY is red.

[AriesTH]

lmao, and now he says more of "higher for longer" and that they may need to hike further than what's priced in, and we have an instant -1% swing

[Abzu]

Wait, so, you guys are trying to tell me that the Fed is not going to pause at the May meeting lol?

You really expect me to believe that lol?

C'mon man, be serious, I'm not dumb lol.

[Carbonfibre]

where is the red now?

these are traps.

they have been setting them ever since FOMC.

these wild swings are algos going.

keep buying puts or calls let me wreck you some more.


that Jerome interview was terrible, he didn't walk single dovish statement back from FOMC.



fyi

this implied rates curve / changes week to week




good luck thinking that back end of curve is real.

[Destor]

The only way cuts like that are happening is if the economy craters but that doesn't seem to be the case, the economy can apparently take 5% just fine if employment numbers etc are to be believed

[Carbonfibre]

The only way cuts like that are happening is if the economy craters but that doesn't seem to be the case, the economy can apparently take 5% just fine if employment numbers etc are to be believed

Interviewer asked Jerome.

So what happens if next NFP is 500K and higher.

Will you consider higher rate hikes? (he could have said 50bps is not off the table in future...nope)

Pow just avoided answering gave some bs dodging answer.


Wheels keep turning.

They are going to have inflation problem again.

Absolute clown show.

Policy mistakes left and right.

[mulletwarrior]

Interviewer asked Jerome.

So what happens if next NFP is 500K and higher.

Will you consider higher rate hikes? (he could have said 50bps is not off the table in future...nope)

Pow just avoided answering gave some bs dodging answer.


Wheels keep turning.

They are going to have inflation problem again.

Absolute clown show.

Policy mistakes left and right.

Shocker. The guy who pushed "transitory inflation" for a year after everyone knew it was a lie is going to fukk up the little progress that has been made against inflation.

[TugOfPeace]

I think WEF put a gun to Jerome's head and told him to let us inflate ourselves to hyperinflation

[Destor]

Yeah I don't know, 25 basis points per meeting is still historically a quick rate of increase. Not sure if it's Powell that is the issue or just the market not believing him, but maybe sticking to their guns is the best route for their credibility.

You'd still think they would be doing more to keep inflation expectations in line. Watch inflation move out of services and back into goods.

[Carbonfibre]

What is really really strange is nobody (from big players) is hedging this market. Like many months out etc, ghost town.

Everyone is just chasing to upside.

If there was just one bad CPI print it could get very violent or policy correction.

atm any event just causes squeeze to upside.

cause everyone is afraid of missing rally so full on FOMO.



I mean its great for long portfolio atm. (can't complain)


something feels off though lol

[RobParks2M]

What is really really strange is nobody (from big players) is hedging this market. Like many months out etc, ghost town.

Everyone is just chasing to upside.

If there was just one bad CPI print it could get very violent or policy correction.

atm any event just causes squeeze to upside.

cause everyone is afraid of missing rally so full on FOMO.



I mean its great for long portfolio atm. (can't complain)


something feels off though lol

Seems odd for sure. Especially when we are already so far off the year low. We are only like 10% below spy 1 year high lmao whaaat

[mulletwarrior]

What is really really strange is nobody (from big players) is hedging this market. Like many months out etc, ghost town.

Everyone is just chasing to upside.

If there was just one bad CPI print it could get very violent or policy correction.

atm any event just causes squeeze to upside.

cause everyone is afraid of missing rally so full on FOMO.



I mean its great for long portfolio atm. (can't complain)


something feels off though lol

You know what that sounds like? Everyone is betting on inflation. Even if the market is chit, inflation will keep it in the green.

[Carbonfibre]

Seems odd for sure. Especially when we are already so far off the year low. We are only like 10% below spy 1 year high lmao whaaat

New bull market lmao.

or

The greatest rug pull that will rival covid crash.

You know what that sounds like? Everyone is betting on inflation. Even if the market is chit, inflation will keep it in the green.

They front ran it all.

When they smelled hint (end of Dec 2022) that Fed would pause hikes 4.75-5-5.25.

Market ran and hasn't looked back.

Its the classic worse is over / front run everything.

Market atm is trading with few rates cuts by Dec 23.


This feels really dangerous but as long they keep buying dip.

Good luck to anyone trying to time when sell is coming.



Every single sell unless something huge like surprise 50BPS hike.

Crazy inflation uptick

or

some black swan event


will be bought.



any tap at 4000 SP 500 they will buy.