CB

B2BContinuum

Anyone else getting a chubby for Chubb? CB

tachyonvelocity

Why did gold rally? So many people don't really understand anything. Gold is worth more not simply because of geopolitics, war, or inflation. Gold increases in prices because of: 1) Recently, central bank buying. There is news that central banks are actually pulling back due to how expensive gold is. So this reason is literally just sentiment and speculation, which is "risk-off." Assets that are risk-off move with equities. 2) Inflation, specifically, not cost-push inflation, but **demand-pull.** This means gold rallies because there is inflation due to increasing money supply. This happens specifically when the Fed reduces interest rates, or, when the government overspends. The government is not overspending at a rate much higher than before. It spent way more during the pandemic, so this is a small factor. Meanwhile, **the market has priced out Fed interest rate cuts** which is actually bearish for gold. 3) Gold doesn't rally due to "war," because war is risk-off. Gold might seem valuable compared to the buildings around you when they turn into rubble, but it is not MORE valuable than pre-war prices, because commodities become relatively more valuable. Gold doesn't go up because of cost-push inflation when commodities rally. What is happening right now is 1) CB have slowed buying, 2) more interest rate cuts are gone 3) every day commodities are needed more than gold.

zestykite

we gonna CB today?

Simon_Inaki

CRBP, if everything plays out as demonstrated in the first human trials, the inverse CB1 agonist should prove to be better than semaglutide in the short term I think it could be worth $20 a share but in the long-term may be $200-$300

Unassisted3P

Been thinking the same thing. That CB was early March too.

DesticularDorsion

It's every CB's favorite thing to do lmao 

Tayler_Ayers

Makes sense actually. Just need to add an fdic HYSA (unless i missed it on their plat). Lots of $ in CB might as well increase offerings to keep it on the plat

enterjiraiya

I sorta did the same and then it dropped before a $100 and I bought some, and then I bought more, and then I bought more and now my CB is fucking $150

Character_Set3454

ETN is better than GEV right now, but it's also wildly up. My CB for BWXT is also pretty high but I'm not that concerned.  If we saw a massive pullback I'd buy more with zero sleep lost. No matter how things move forward, more power is essential for everything. 

Unassisted3P

Souece: Nvidia will not beat earnings and drop 10%, Spy will follow and we CB in the next week and a half. Source: I made it the fuck up.

Traditional-Key-6489

This really does look like the same old game with a fresh AI wrapper: using structure, not fundamentals, to manufacture “value.” Lead gets a sweetheart deal, marks it up instantly via the parallel round, and everyone pretends that’s a real market price instead of a one-off engineered comp. The twist vs. dotcom is the players are more sophisticated and have way more data and tools, so the games are subtler: stacked SAFEs, hidden preferences, weird side letters, and secondaries that let insiders de-risk while retail and late-stage money buys the story. Retail only sees the headline valuation, not the liquidation stack or who actually gets paid in a down exit. If you’re trying to separate signal from noise, ignore paper marks and focus on unit economics, gross margin after infra, and how much revenue is from real production use vs. “innovation budgets.” Tools like PitchBook or CB Insights help spot real comps, and something like Carta or Cake Equity forces you to look at the actual cap table instead of the press release. So yeah, hype cycle for sure; whether it’s dotcom-level bad depends on how much of this stuff ever hits public markets before the music stops.

C130J_Darkstar

Here’s a good reference too- https://www.reddit.com/r/OKLOSTOCK/s/E3CB9iR2vG

J-E-S-S-E-

🥭 trying to lower his CB on Netflix after buying bonds and initiating a probe 🧠

eskhalaf

**Week of 2/27 Market News and Data** **Hello WSB members, this upcoming week is a light week in data in reports, we have Nvidia earnings and PPI data coming out this week. Tuesday 2/24: - CB Consumer Confidence (Feb) Wednesday 2/25: - U.S. President Trump Speaks Thursday 2/26: - Initial Jobless Claims Friday 2/27: - PPI (MoM) (Jan) - Chicago PMI (Feb) Have a great week WSBers**

drew-gen-x

$EWY is up another casual 4% this morning. World ETF's shouldn't move 8-10% in a week. I did buy more $EWJ before the Trump tariff Big L announcement. Every country is now allowed the right to run massive deficits to stimulate their economies. America has lost their right to be the sole deficit king as long as foreign countries or their CB's own Gold to back that debt. Gold is replacing US 10 yr as the world's reserve currency. Ask yourself what are the biggest industries & companies outside the USA and invest accordingly. These foreign deficits are going to be used to stimulate their domestic companies, not Silicon Valley. I am not smart enough to be able to pick out all the winners so I'm buying the iShares world ETF's along with commodities. The $QQQ can trade in a range b/w 600-635 all year and you are still losing purchasing power vs. inflation.

MasterElite1

>Kevin Warsh Says Fed Independence Is ‘Essential,’ But Limited There will be no hikes. The CB is now a puppet of the administration - like Turkey.

SocraticGoats

I will add a lot of people think its the probability they profit from their option. For example, you can spend $500 on a 5.00 100C on example stock, and it can expire ITM with the stock at $101. Yes, it's ITM, and yet you still lost 80% on the contract. Or at $102.50 you lost 50%, and so on. It needs to expire ITM+CB to break even, and it's not measuring that "probability".

soulles_lies

Which CB ?

C_B_Doyle

Tylenol reduces pain mainly by changing signaling in the brain, not by fixing tissue: it gets converted into AM404, which slows the breakdown of anandamide, your body’s natural pain calming molecule, so anandamide sticks around longer and quiets pain signals; cannabis works on the same system but more directly, because THC and other cannabinoids bind to CB1 and CB2 receptors themselves, turning down pain signaling, inflammation, and nerve firing while also increasing overall endocannabinoid tone instead of relying on a metabolic byproduct.

C_B_Doyle

Cannabis can boost anandamide signaling like Tylenol does, but more directly by activating CB1 and CB2 receptors, which may reduce pain and inflammation naturally without relying on chemical breakdown like Tylenol.

AB__17

did he buy CB

_hiddenscout

Berkshire Hathaway Q4 2025 13F: Slashed $AMZN -77% (\~$1.7B sold), trimmed $BAC -9% (50.8M shares), new $NYT position ($352M), added $CB +9%, $CVX +7%, $DPZ +12%.

Such-Hawk9672

I own 16 shares with a CB of $39,so I'm still a long term holder,even though I don't see the upside as in the past

amanj41

I’m glad I didn’t play, but low key actually would have worked today haha. As expected, stablecoin revenue up even though sales down. HOOD didn’t have the same stablecoin revenue coming in, CB has profit sharing with Circle

jyl8

Is a “20% dip” supposed to be big? I don’t think of my names that way (plan to hold to 2030 vs not) but a few just off the top of my head: PSMT - long growth runway in CentAm/LatAm; proven model; proven mgmt. JHX - wildfire risk drives secular share gain of fiber cement vs wood, vinyl; #1 there; bought dip and will do so again. BAESY - broad defense portfolio; not concentrated in one program; secular global re-arming theme CB - quality, diversified exposure to P&C insurance globally; industry is a climate change beneficiary INTC - company turnaround plus a geopolitical bet (China moving on Taiwan); thinking bet pays off before 2030 EXPD - exposure to global trade volumes; top quality mgmt; non-asset means lower intrinsic risk MHVIY - proxy for Japan’s defense budget and global electricity demand

mazzicc

I have a few tech stocks where I’ve made back several multiples of my CB, sold a portion to replace my CB+profit; and reinvested that elsewhere. Planning to hold those until I need the money, because they are nothing but profit and only have opportunity cost now.

J-E-S-S-E-

My CB would be 212 so I’m good with it

peterparker429

Thanks. I appreciate the advice. Good call on the tax lots. Changed it to last in first out since they have the highest CB.

maxxismycat999

“aDvAnCeD mOnEy DeStRoYeR” Tell that to my $90 CB. /s But seriously, it’ll rebound.

drew-gen-x

The CB's can crash the Gold market at any time by selling since they are all the largest holders in Gold. For the time being, I want to buy what the CB's are printing money to buy.

supremekatsu22

Top comment always hating and spreading negativity for no reason as is the rest of the ppl liking it. Always swear they better than everyone like we ain’t all have to start from somewhere. Ask genuine questions and have a passion to learn and get better each time. Investing at 18 is better than 99.99% of people, you’re years ahead and have lots to learn from. You’ll make mistakes often especially in the beginning, but as long as you learn from them you’ll be in a very good spot moving forward. To keep it short, as others said, don’t ever try to time the market. We’ve all been there before, but you’re not a genius, nobody is. Only invest money that you’re willing to put aside and don’t need, and if you’re investing in very volatile stocks or trading options, only use money that you’re willing to lose. Have a strategy and stick to it. If you’re aiming for 20% returns, stick to it. Don’t be greedy - that is the main reason why you’ll see people online post 1000% gains just to turn around a week later down 50% because they were too greedy to take profits. IMO, if you’re up more than you started with no matter the amount, that’s a win. As long as you don’t lose money, that’s a win. Define your strategy and stay true to it. In your case, you went from $40 CB -> $120 ATH -> $77 where you sold. You made a 50%+ profit. Sure it’s not a 200% profit, but it’s a very great profit regardless and you should be proud you made money, not lose it. Ask yourself if yourself if you’d rather chase the high of timing an exit at the top, or if you’d rather be stressed out that you lost a significant portion of your money/profits because you didn’t take your profits while you were up. Ive been there before and it’s not a good feeling waking up everyday knowing you were up $50,000 at one point but decided to be greedy and now you’re down $20,000. Silver is a commodity and a very volatile one at that - next time you decide to invest in volatile stocks, know first what you’re getting yourself into. If Silver can 20% in 1 day, it can do the opposite as well. That goes for any volatile stock. Since you’re very young, learn the basics first, then look to invest into much safer and less volatile stocks like ETFs and much larger companies like the MAG 7. Returns on these are much smaller, but also means much less risk, stress and volatility. This helps you build out a stronger risk tolerance and investing strategy. When you feel more comfortable, do your research, then move into more volatile stocks from there.

drew-gen-x

So if I put my conspiracy theorists hat on, is it possible that every CB is buying & repricing the price of their Gold reserve holdings in real time to balance their respective government debt levels? For example, if Japan owns 845.97 tonnies of Gold, what would the Gold price need to be so that the BOJ gold reserves matched the Japanese government deficit & debt levels to remain solvent?? Everyone is talking about the unsustainable Japanese & USA government debt levels, but there is a way that both countries asset side of their ledger covers their deficit side of the ledger. It's an increase in the value of their gold holdings.

Happy_Discussion_536

CB printing does though. Especially when other nations like EU have balanced budget and relatively more restrictive policy. New inflation cycle hasn't started. It's the same modest 3-3.5% one we still have and it will continue.

HesFromBarrancas

CB interest rates do not drive the DXY. A new inflation cycle has commenced, and there will be no more cuts. These are just tidbits of information, so that when we return to this conversation in July you will have context on why you should show humility and beg for insight. I hope you don’t lose too much money in the meantime. Good luck.

Possible-Magazine23

Yeah, gold's on a tear with all the central bank FOMO buying, no doubt—but this split feels super temporary to me. BTC's just doing its usual thing: shaking out leverage and weak hands after the huge 2024-2025 run. Risk-off sentiment hit crypto harder because it's still the high-beta play, while gold gets the "safe haven" label from boomers and sovereigns. Long term though? BTC wins easy. 21M hard cap, growing institutional stacks via ETFs, corporate balance sheets, and whispers of nation-state adoption incoming. Gold's supply isn't actually that constrained when miners ramp up, and CB buying will eventually slow.

mouthful_quest

Imagine revaluing the price of gold so that countries can pay off their debts. Remember, China CB’s have been doing this secretly for years and most American citizens have barely woken up to precious metals,

eskhalaf

**Week of 1/30 Market News and Data** **Hello EL members, this upcoming week is crowded, we have FOMC on Wednesday, we also have President Trump speaking on Wednesday before FOMC. We have major MAG7 companies announcing earnings, so this week is THE WEEK. Trade with caution because it’s gonna be SO VOLATILE!** **Monday 1/26:** - Durable Goods Orders (MoM) (Nov) **Tuesday 1/27:** - CB Consumer Confidence (Jan) **Wednesday 1/28:** - President Trump Speaks - Fed Interest Rate Decision (FOMC Statement) - FOMC Press Conference (30 minutes after that statement) **Thursday 1/29:** - Initial Jobless Claims **Friday 1/30:** - PPI (MoM) (Dec) - Chicago PMI (Jan) Have a great week @everyone**

darksoulsrolls

I'm holding UNH with a 280 CB, so that's gonna ride. Going to let IBIT chill out with the current bitcoin drop and buy some calls and spreads later Going to keep shorting meme stocks

ecoburner87

Mostly true in the traditional/Marxist sense, but the China model is a hybrid market-based system. Equities $ filters through the CB and are pumped back into the economy via central planning/5 year plans.

notapersonaltrainer

I mean you can see exactly when [China](https://tradingeconomics.com/china/gold-reserves), [Russia](https://tradingeconomics.com/russia/gold-reserves), and [Europe](https://tradingeconomics.com/euro-area/gold-reserves) slammed the gold bid, exactly when Biden broke the seal on foreign reserve seizures of USD. Barely any buying in 2025. This is more retail/privates buying and realizing the CB's hoovered up a shit ton of supply already.

tika_dengu

wen CB for INTC?

DueCompany4790

Platinum is used for catalytic converters. So if there's isn't any pullback on the switch to EV's (which don't have them), I doubt there's some massive play here. I'm going to be controversial here, but gold is the only preciously metal truly viewed as money by people who matter (governments, CB, etc.).

ReadStoriesAndStuff

You completely miss the motivation for central banks buying gold persistently. For 80 years they could generally trust Western Civilization’s Super Power and original democracy to support Global Trade and have consistent geopolitical policy. This meant the US bond and equity marker got a premium value. Our electorate revoted in Trump. They don’t trust the US voting body and never will again. Because we voted him in again after knowing exactly who he is. It’s not him they are worried about with a temporary decision. It’s us with repeated decisions. They will not stop buying Gold until they have enough to not care what the US does with monetary policy. Doesn’t mean they won’t hold US bonds or equities, but they no longer will hold a premium and won’t be an outsized allocation. The implicit safety they represented has been explicitly terminated. The premium is transferring to Gold. Who cares if the bond pays interest and the shiny rocks don’t. The shiny rocks are dependent on the US voter re-electing someone who consistently targets Europe l, breaks his agreements, and screws his allies over some crap he thought up in a midnight tweet. The US bond being the exclusive backstop in the CB reserves worldwide. That leaves Gold and Gold and more Gold.

RaikouVsHaiku

Sid the sloth with the pussy ass throw to end it. WR actually had the safety and CB beat it looked like

DrestinBlack

In ASTS since $3, much later to RKLB but still a cozy 4x. Holding both til I *need* the money. I don’t see either coming even close to my CB, ever.

RagnarokNCC

For those not in “the know” CB = Cocaine Bear

spaceneenja

We’re about to get the one we deserve. I think we will need to ninja extradite them from Venezuela to get our CB’s printing press ramped up.

LordFaquaad

There were several posts on here explaining gold / silver rise. Gold is being bought by the global CBs. The study below is from JPM but id start here and continue. CB buying is going to continue into 2026. They call it diversification but putting aside the flowery language its just dumping the dollar given the lack of fiscal / monetary discipline in the US. Its also being reflected in long term treasuries that refuse to decrease. https://www.jpmorgan.com/insights/global-research/commodities/gold-prices As for silver, the main idea is that demand exceeds supply due to new industries. Unless theres a shift somehow, silver is expected to continue to increase. That along with speculation is why its up 10%+.

EasttoWest9

Oh my bad. I usually use ACB so didn't recognize it at first. That's a good CB you got there - thought mine was good...

EasttoWest9

Does CB stand for 'cash back' here - or something else?

Hot_Juggernaut4460

It’s never foolish to take profits and you can’t know the future. Getting your CB back is smart and your conscience will probably thank you as you don’t need to worry so much about big drops. FWIW I have a CB in the 7s and haven’t sold a share in 5 years

DrestinBlack

Are you kidding? I’m loving it! CB $3 - LFG!

S1gorJabjong

Remember Japan's CB2 child robot? That thing was freaky af. Now I've seen they've developed the robotics department a lot since then. I bet we'll see actual wifu robots soon.

InterestingMinute972

I feel like a lot of people can't trade AH, so it will drop even more tomorrow. Also dead cat bounce isn't really gonna do much for me with a 1.96 CB lol. Maybe I'll go -66% from -72% now. I'm probably better off just biting the bullet now

Riledup2024

Why, shares are for the birds unless you selling OTM covered calls over CB

tugrulthelol

Updated crystal ball stock picks from one regard to another: MU, GM, IVZ, CB, INCY Happy gambling to you all

Veganlightbody

Activation of Endocannabinoid System Is Associated with Persistent Inflammation in Human Aortic Aneurysm https://pmc.ncbi.nlm.nih.gov/articles/PMC4619808/ This demonstrates that aneurysm tissue has a pathological "overexpression" of CB1/CB2 receptors and a deficit in Anandamide and PEA, which normally act to resolve inflammation. Cannabidiol (CBD) and its analogs: a review of their effects on inflammation https://pmc.ncbi.nlm.nih.gov/articles/PMC7030071/ CBD is shown here to inhibit FAAH, the enzyme that breaks down Anandamide. This directly addresses the original study’s findings by helping to raise the "significantly lower" levels of Anandamide back to a healthy state. The Endocannabinoid System and Cannabidiol: Past, Present, and Prospective for Cardiovascular Diseases https://pmc.ncbi.nlm.nih.gov/articles/PMC8472406/ This study explains how CBD acts as a negative modulator of the CB1 receptor. This is relevant because the original study found "significantly higher" mRNA for these receptors, and CBD can help prevent them from over-triggering the inflammatory response in the vessel wall.

burner70

2007 x shares PLTR CB $11, 1 x MSFT, 35 x VTSAX, 119 x SOFI, 10x ARKK

WhoreIn_Buffet

Don't really have an exit plan either. Buy and hold. I'm probably around an 8 dollar average CB. It's a solid company in my opinion and feel safe holding for years. I'd like to see it near 60-80 in the next 5 years....alot of thar depends on contracts and clients, demand, etc

StayedWalnut

I traded chwy a lot this year and last year. Got assigned a few times but overall doubled my money on it. Crcl got assigned at 120 and am working my way out. The up and down vol has helped me open and close calls like 4 times in the last two months working my CB down to around 100. Still some work to go there. Good luck my friend. You paid your tuition.

-medicalthrowaway-

CB Consumer Confidence at 10am

eskhalaf

**# Week of 12/26 Market News and Data** Hello TVA members, this week is a short week, market will be closing early on Wednesday for Christmas and Fully Closed on Thursday. No earnings reports for the next two weeks. We have some quite interesting data coming out. **Monday 12/22:** - Core PCE Price Index (YoY) & (MoM) (Oct) **Tuesday 12/23:** - GDP (QoQ) (Q3) - Durable Goods Orders (MoM) (Oct) - CB Consumer Confidence (Dec) - New Home Sales (Sep) - New Home Sales (Oct) **Wednesday 12/24:** - Christmas (Market Closing at 13.00 EST) - Initial Jobless Claims - Crude Oil Inventories **Thursday 12/25:** - No Market // Christmas Day **Have a great week WSB members**

L4gsp1k3

I’m suggesting that everything related to investing needs ups and downs. There’s a risk in everything CB bailing everyone out everytime, remove the risk factor, and thus making everything almost risk free. Economy is a part of the world, but should not be the most important part of it.

DrWorstCaseScenario

BTO 2x more TSLA 12/26 480c @8.58; Holding 5x @12.36 avg cb; BTO 2x more ORCL 12/26 195c @3.46; Holding 4x @3.75 avg CB I really like the GeV chart but I got a bunch of shares in the ROTH also so I’m not adding more to that yet

DrWorstCaseScenario

BTO 2x more TSLA 12/26 480c @8.58; Holding 5x @12.36 avg cb; BTO 2x more ORCL 12/26 195c @3.46; Holding 4x @3.75 avg CB I really like the GeV chart but I got a bunch of shares in the ROTH also so I’m not adding more to that yet

Uplipht

NFA but I really think you're safe from a loss. My CB is .115 and I intend to hold for a while, may trim if it crosses .2. Whether it continues to run today or not is a guess.

Happy_Discussion_536

u/kazkeb >They're buying tbills That's false, they're buying notes as well. And realistically it's only a recent thing they're not willing to expand balance sheet duration. That's probably because yields went down enough but trust me, if 10Y ever got yippy and stayed above 4.5% for example, they would take action. Although they probably won't need to if Bessent keeps doing buybacks and front loading the yield curve. But if that changed for whatever reason, they easily can and will. >They've found that the Fed balance sheet/banking reserves need to grow with the economy, or there are problems that occur because of lack of liquidity. They haven't "found" anything. They knew this would happen. This is why Norges Bank (Norwegian CB) got off ample reserves. The system adapts to that level of reserves. >When Norges Bank keeps reserves relatively high for a period, it appears that banks gradually adjust to this level…With ever increasing reserves in the banking system, there is a risk that Norges Bank assumes functions that should be left to the market. It is not Norges Bank’s role to provide funding for banks…If a bank has a deficit of reserves towards the end of the day, banks must be able to deal with this by trading in the interbank market. https://www.norges-bank.no/contentassets/cfc83348f4574a719dd5a4ce70a48840/consultative_document_06102010.pdf Additionally, we have to keep printing to protect the highly leveraged basis trade and fund deficits: [https://adamjosephson.substack.com/p/for-how-much-longer-will-the-highly](For How Much Longer Will the Highly Leveraged Treasury Basis Trade Finance U.S. Budget Deficits?) [https://robinjbrooks.substack.com/p/the-basis-trade-must-die](https://robinjbrooks.substack.com/p/the-basis-trade-must-die) Basically US is in a state of default. We can't fund deficits without printing money. We don't have a solution to close deficits that people are willing to accept either. >It's not really QE though. Typical QE involves buying long term treasuries. Eh. Not really. IMHO this is a really, really idiotic debate on semantics that only emerged very recently. It's a waste of time because for the practical scope of investor discussion, the distinction between QE vs. "RMP" is irrelevant. All they need to know is that a lot of money is being printed, higher reserves are being targeted again, and financial conditions will remain very loose, markets will have plenty liquidity. The distinction is only relevant from a policy perspective of whether it will lead to hyperstimulation and out of control inflation (it won't without a supply shock of some kind). But it is definitely easing. If you care about my thoughts on definition though, here's an old comment. Fed has actually used RMP and QE interchangeably. ----------------------------------- Is printing money and targeting higher excess reserves necessarily QE? There are several definitions out there. Fed itself has interchangeably used RMP and QE: https://i.imgur.com/bo4SmXW.png Wikipedia: >Quantitative easing (QE) is when a central bank creates new base money and uses it to buy financial assets, mainly government bonds, from the market. That newly created money enters the banking system, increases liquidity, and expands the central bank’s balance sheet. Fed's definition: https://www.stlouisfed.org/publications/regional-economist/july-2012/quantitative-easing-lessons-weve-learned >What Is QE? >Traditionally speaking, QE is when a central bank goes from targeting interest rates to targeting the amount of excess reserves held by banks, i.e., the quantity of currency in the banking system. Central banks do this by buying financial assets in exchange for reserves. Conventional monetary policy also requires buying and selling assets, namely short-term debt, to influence the desired interest rate, but the difference with QE is that the level of purchases—and not the interest rate—becomes the target. The original coining of QE by Richard Werner to buy at the time 20% of bad debt in the Japanese banking system: https://eprints.soton.ac.uk/340476/1/Translation_Werner_QE_Nikkei_Sep_1995_final1.pdf

Tiarraxx

Yes, I know. I’m just hoping a few of these will take off and stick. And some I won’t hold long term. Some I have a low CB on and waiting for next catalyst. But yeah, some are for sure lottery ticket- style. It’s dumb, I want to reduce but then keep thinking of a reason why I should keep.

NEO71011

What's your CB?

AlgoTradingQuant

You said you purchased puts on SPY right? If you think the CB or currency in Japan has any significance to SPY then you shouldn’t be trading IMHO but by all means give it a go 😁

Happy_Discussion_536

Thank you for your first serious answer. Genuinely. It's not just technically QE. It completely fits what QE is both original definition and how it was described until very, very recently which is targeting higher reserves through a period of asset purchases to expand a CB's balance sheet. I doubt you could give me a single source that makes this delineation until very recently. But even for all practical purposes it will have the exact same effects on markets and is a much more useful "label" than RMP which no one here even knows what it means as a so-called non-technical program. Do you disagree that $40B in RMP is very powerful and will push markets up? >A crash is always coming, just a matter of when. Which is why the "when" is so important. >I’m all cash and make money whether the market goes up or down, since I day trade. Honestly that sounds very irresponsible and would be extremely bad advice for most people. How long have you been doing this? Are you even 99% with your retirement money???

Happy_Discussion_536

Thank you for your first serious answer. Genuinely. It's not just technically QE. It completely fits what QE is both original definition and how it was described until very, very recently which is targeting higher reserves through a period of asset purchases to expand a CB's balance sheet. I doubt you could give me a single source that makes this delineation until recently. But even for all practical purposes it will have the exact same effects on markets and is a much more useful "label" than RMP which no one here even knows what it means. Do you disagree that $40B in RMP is very powerful and will push markets up? >A crash is always coming, just a matter of when. Which is why the "when" is so important. >I’m all cash and make money whether the market goes up or down, since I day trade. Honestly that sounds very irresponsible and would be extremely bad advice for most people. How long have you been doing this?

tachyonvelocity

People sleep on insurance cuz it's boring, meanwhile successful insurers are some of the greatest business models out there. It's like cybersecurity and defense without ever being overvalued or having capex. Huge moats because of economies of scale and regulations. The big players stay big. Structural success because everyone is forced to buy insurance as cost of living or doing business. Some of the safest and most stable companies with getter earnings growth than most tech stocks. ACGL, AJG, KNSL, RLI, BRO, WRB, AON, MMC, PGR, CB, and daddy Berkshire Hathaway.

Alert-Mirror-9334

CRBP Reports Results from Phase 1a Study of Oral CB1 Inverse Agonist CRB-913 for the Treatment for Obesity Demonstrating Favorable Safety Profile and Emerging Evidence of Weight Loss https://www.stocktitan.net/news/CRBP/corbus-pharmaceuticals-reports-results-from-phase-1a-study-of-oral-dc3oird283d2.html

Shoend

Idk how familiar you are with the process of academic publishing but this is not the first special edition call I see that clearly mentions CB independence in less vague terms than usual European Economic Review | ScienceDirect.com by Elsevier - European Economic Review | ScienceDirect.com by Elsevier https://share.google/kOhc2zhfI5XvxgjjV A month ago or so there were explicit mentions by the CB of England about the loss of fed independence. This is not random. Those people talk.

tradehaven1776

STC 12 @ $29.30 BTO 12 @ $23.60 Total balance decreased from $40,900 and change to $40,770 now $40,342 because GLD dipped at the end. CB on the new contracts is $28,327 and cash increased by $6,824 and the available to trade is the full cash balance of $12,382. I think where I am confused is when I saw a credit I assumed I was realizing a $2,900 loss, being credited $6824 and was expecting to see a total balance of $44,824 reflecting the difference.

TheInkDon1

Yes, you're absolutely right: all those Premiums add up to help cover a later loss. I just had my mind on the *right now* scenario, where the CC doesn't lose value fast enough to keep up with the loss from the long Call. And yes, you can keep selling CCs as the stock is dropping. **Be mindful of your Cost Basis though**. Maybe you know that, but be careful not to sell CCs at a strike below your CB. Otherwise when/if the stock comes roaring back they'll be ITM. And if you let the CC expire ITM you'll lose the shares. But you generally have time to react to that by rolling up and out. And just because a CC is ITM doesn't mean it'll be exercised immediately. As long as there's *some* extrinsic value left in it, the holder would be forfeiting that if they exercised.

InterimOccupancy

Alexa play Sweat from my Balls by CB4

LordSnarfington

Assigned puts on RKLB at 60 and SMCI at 46. 200 and 500 shares respectively. I'm pretty happy holding both of these, may start selling calls if it consolidates below my CB but more than happy to hold these shares

Independent-Tree-985

I think that depends on who you are. I dont really blame CB for wanting to update their logo, but didnt they try to sanitize it into something ugly?

sargsauce

Yeah, I started my crypto adventure on Kraken way back in the day when the only way to get money in was to wire it. I think I switched to CB because maybe the deposit process was a little easier and I forgot to ever switch back when Kraken's deposit process improved. I reactivated my Kraken account this year because of the CB fiasco.

Shoend

You keep trying to make the case that the origin of mismatches between the nairu and unemployment and 2% and the current inflation rate matter in the CB mandate. They don't. Even if the origin of fluctuations is supply driven, acting on the demand channel brings everything to target.

C3lder

Save this post because I will be completely wrong: $CNI, $CP, $TOST, $LIN, $URI, $CB. These picks will underperform everyone else's picks on the planet because I am dog shit at stock picking.

TheInkDon1

Finally you came out and said what the stock was, thanks. You posted this before today's 15% drop; did you buy? I'm having trouble seeing premium of 2.50 to 5.00 in a week too, like someone else said. Especially at a place where it would take an 11-15% rise in the stock to be hit. Right now, Tuesday AH, at 10DTE, that's 36-delta at most, and those Calls are only fetching 1.69. That's an ROI against spot of 41.12 of 4.1% over 8 trading days, so 2.5%/week at most. So check your numbers on that. But regardless of that, do you see what people were saying about bag-holding? The stock dropped **7.37** today. The right-ATM 10DTE Calls are selling for just **2.90.** It's hard to say what this morning's numbers were (or yesterday late), but that general relationship should be close, and in fact it has to be because of Delta. (Shares 100-delta, ATM Calls \~50-delta) So if you'd done that buy-write this morning and that happened, you'd have been in the hole $4 or so, and $4 is **8%** of yesterday's close. Then work out where you'd be selling a new CC (because you'd be buying that one back quickly) to not be below your CB. It's an enticing game, but one I gave up a long time ago, and for that reason. But what I *really* came in to talk about is your notion about deep-ITM Calls. First, 2 rules I live by when buying Calls: **Never less than 100 days.** **Never less than 90-delta.** But I used to do 80-delta, and that's pretty common, so let's use that. The 20March expiration is 108DTE. The 30C is at 81-delta according to ToS and costs 16.25 at Midpoint here AH. (Making B/E 46.25) Divide that by spot of 41.12 and get 40%. That means that Call option is 60% less than buying shares. Or flipping the math: 41.12 / 16.25 means you could buy 2.5 of those Calls for the same amount of money as buying 100 shares. So *that's* why you might consider buying Calls instead of shares. Cheers!

LordFaquaad

Agreed with the duration matching. However the banks investment philosophy is still being dictated by the government. Hence the government uses it as an alternate form of financing / bringing stability into the market. Its essentially another tool to continue financing thr government domestically without exposing the governments debt to external financiers. Japan Post Bank which is a state owned bank has around 25% of its total invest able assets dedicated to government securities. These aren't high yielding assets and the bank / insurers it owns does this due to the state philosophy since profit isnt the main driving force behind the bank https://www.japanpost.jp/en/ir/news/jpn/20250515_en02.pdf CB isnt the only thing that matters. If you have investors selling the longer maturity govt debt, it signals a weak long term outlook. State owned entities are supposed to bring stability into the market by buying government debt and HTM

LordFaquaad

Put in the "state owned entities" e.g. Banks, insurers etc. They're doing the exact same thing but just spreading exposure over multiple state entities instead of concentrating it in the CB. The largest Chinese banks are all state owned (big 4 banks) Thats why a direct comparison to the US is pointless. Asia / Africa both have a lot of government involvement through state owned or state sponsored entities. Its the same thing with the Saudis and how they use Aramco to push forward certain policies eventhough its marketed as a private entity

LordFaquaad

Based on US markets yes. However, this is pretty standard in Asia. Indonesia, Malaysia, China, etc. are all the same way. The debt is owned by either the CB or "state owned entities".

rainbowColoredBalls

I'm heavily into Rblx (30% port, CB $70). If it has a good run in 26, I might be close to retirement

Happy_Discussion_536

!RemindMe July Nothing can move money safely across borders as BTC. It's buried treasure that is extremely difficult to confiscate. That said, most of gold going up has nothing to do with use case. And everything to do with debasement, CB buying. It's irrelevant what the use case is as long as it has it. People want BTC and it's here to stay. Just watch you will be proven very wrong. Let's revisit in July and next December.

Happy_Discussion_536

Nothing can move money safely across borders as BTC. It's buried treasure that is extremely difficult to confiscate. That said, most of gold going up has nothing to do with use case. And everything to do with debasement, CB buying. It's irrelevant what the use case is as long as it has it. People want BTC and it's here to stay. Just watch you will be proven very wrong. Let's revisit in July and next December.

Brilliant_Guidance65

I have a CB of $96. I always add on pullback. Currently holding 1248.76 shares.

Brilliant_Guidance65

I'm holding APLD at a 4.22 CB, NBIS at a $21 CB. I don't care about reminding you to tell folks to buy at $27 and $84. THANK YOU FOR YOUR ATTENTION TO THIS MATTER!!!

btoned

Literally just had the CB meal. You're in good hands!

derprondo

Bob Evans is a good alternative to CB.

Waste-Passion-4420

I have been in Caribou for quite some time. I have had to dollar cost average down to reduce my break even price point. Pro’s- I am a big fan of Rachel and of their progress in CB10 and CB11. I am glad they focused on oncology and shelved the autoimmune research (for now). Their benchmark is Yescarta, an autologous treatment that already generates $2.5B per year, so there is a proven scalable larger market for CRBU’s allogenic approach. Cons - the share price action is terrible. Rachel did waste one full year by not starting HLA matching sooner but that is in the past and the results speak for themselves. My biggest issue is that I don’t understand the price movement. Seems like it’s held down for accumulation. There are significant amounts of large institutional holders. I understand the science and the results so I am staying in and buying when it gets to these low points. I haven’t sold a share in 4yrs so yes, some shares (not many) are near ATHs.

dragonforcingmywayup

✅ 1. “Growing out of it is impossible — demographics guarantee it.” This is not true and is unsupported by actual economic data. ✔ Fact A: The U.S. has the best demographic profile of any advanced economy • high immigration • strong labor-force participation • younger median age than Europe, Korea, China, and Japan Demographics are a tailwind compared to most developed economies. ✔ Fact B: Productivity growth is the main driver of “growing out of debt,” not birth rates And right now: • AI capex exploding • reshoring stimulating manufacturing • labor productivity has risen at the fastest pace since the early 2000s The OP is making simplified demographic doom arguments that economists don’t use. ⸻ ❌ 2. “Tax cuts passed → tax increases are off the table.” This is pure political opinion, not economics. Historically: • The U.S. has raised taxes many times even after cuts • Deficit pressure forces bipartisan tax changes • Taxes can rise automatically through bracket creep, inflation, and expiring provisions And importantly: Congress doesn’t need to reverse tax cuts to reduce deficits — they just need smaller increases in spending vs revenue over time. The OP is turning a fluctuating political choice into a “mathematical impossibility,” which is wrong. ⸻ ❌ 3. “We’re already doing yield control.” Incorrect. Yield curve control is when a central bank explicitly caps yields at a target. The U.S. is not doing that. • Long-term yields float freely • The Fed is still in QT • There is no cap or floor on 10-year yields If we were doing YCC: • the Fed balance sheet would be expanding • the 10-year yield would be pinned • forward rates would collapse None of this is happening. This is just a misuse of terminology. ⸻ ❌ 4. “If the model is Japan, we don’t have the social cohesion to stagnate.” This is a philosophical argument, not an economic one. More importantly: • The U.S. does not need to be Japan. • The U.S. economy is far more dynamic, risk-tolerant, and innovative. • Immigration gives the U.S. something Japan never had. The comparison doesn’t apply. This is a false analog. ⸻ ❌ 5. “This is unproductive debt — we got nothing from it.” Again, this is not accurate. The COVID-era debt: • prevented a 1930s collapse • preserved households • accelerated labor market recovery • grew corporate earnings • created the conditions for the AI investment wave • produced the fastest GDP recovery in the G7 Calling that “nothing” is just emotional. ⸻ ❌ 6. “I’m following the smart money — central banks buying gold.” This is misinterpreting the data. Central banks buying gold ≠ U.S. collapse. The main drivers of CB gold purchases have been: • geopolitical diversification • hedging sanctions risk • China reducing dollar exposure gradually • Turkey stabilizing currency reserves • India raising reserve quality NONE of these are because “U.S. debt is unpayable.” Central banks reduce dollar share because they are diversifying, not abandoning. They still overwhelmingly hold: • U.S. Treasuries • Dollar reserves • SWIFT-system assets If central banks believed the OP’s scenario, T-bills would be blowing out in yield right now. Instead? Yields are trending down.

Reasonable_Roger

Gotta love CB consumer confidence missing by a mile. Regular people shouting from the rooftops that they're broke as hell and the market don't give a fuuuuuuuuuuuuuk.

Ok_Cry7572

Key Events This Week: Tuesday: - September PPI inflation - September retail sales - November CB consumer confidence - October pending home sales Wednesday: - US Q3 2025 GDP - September durable goods orders - September PCE inflation - September new home sales Thursday: - Markets closed for Thanksgiving Friday: - Markets close at 1 PM ET

Gom_KBull

do it please, ive been waiting 74 years for CB

Gom_KBull

ive never felt so alive like when we hit CBs, god i hope we hit CB # ༼ つ ◕_◕ ༽つ gib circuit breaker