DE

Zoltan_Balaton

The space industry ETF [JEDI.DE](http://JEDI.DE) has dropped 11% over the past five days.

selesnyaTroll

Alright so I'm up to a bunch of dips that I'm now eyeing up. AMTM, DE, some set of defense/aero names - GD/GE/TXT/NOX, dollar stores maybe DG/DLTR, LLY, and healthcare as well - THC/UHS. Gotta start picking between all these to slowly start adding positions lmao

selesnyaTroll

Been starting to eye up a few different sectors having dips. Defense/aerospace names like GD/TXT/GE/NOC. Dollar stores - DG/DLTR. Maybe even LLY. All having similar dips with DE.

Czyzzle

Sell the losers let the winners run. ODE set reasonable take profit. Don't let a 0DE get below 25% Own some shares in the underlying

drew-gen-x

BTD in $DE while everyone is watching & overpaying for semis.

Wooden-Variety175

Where's Mr. "SKLZ" doesn't deserve our FOMO at? TOMORROW WILL BE MY DAY OR MY NAME ISNT PABLO DIEGO JOSÉ FRANCISCO DE PAULA JUAN NEPOMUCENO MARÍA DE LOS REMEDIOS CIPRIANO DE LA SANTÍSIMA TRINIDAD RUIZ Y PICASSO.

Czyzzle

I will buy a SPY 0DE and put a halt to this economic ridiculousness right now

Czyzzle

I will buy a SPY 0DE and stop this ridiculousness right now

ging3r_gin3r

And now rec can be DE-scheduled. Exciting times friends.

Secret-of-the-Snooze

Calls on $DE I guess?

Accomplished_Fan609

Hallo zusammen,    ich benötige eure Einschätzung zu einer Reklamation wegen eines mutmaßlich fehlerhaften Knock-outs heute. Vorab ich habe ein long Kock-out Zertifikat mit einem 20x Long auf öl geholt der Kurs ist um ca. 2,5% zu dem Zeitpunkt nach meines Einkaufs gestiegen und ich wollte mal sehen wie weit ich vorne bin und auch höchstwahrscheinlich verkaufen und sehe zum meinem Glück das mein Knock-out Zertifikat nur noch ein wert von 0,86 Euro hat. Ich dachte natürlich als erstes das ich ausversehen anstatt long short gegangen bin was absolut nicht der Fall war und hab das gründlich nachgeforscht und kann es mir immer noch nicht erklären, da der Kurs nicht ansatzweise in der Nähe des Knockouts war oder von meinem Einkaufspreis zu weit entfernt war.   Die Fakten:  Produkt: Vontobel Open-End Turbo Long auf WTI (ISIN:DE000VY2EDK5) Trade Republic Knock-out-Barriere: 86,00 Dollar Zeitpunkt des K.o: Heute um 21:30 (21.04.2026) Abweichung:Laut Vontobel wurde die Barriere von 86,00 Dollar berührt. Ein Abgleich mit den Real-Time Daten der NYMEX (WTI Future) ergibt jedoch, dass das Tief im fraglichen Zeitpunkt bei nur 87,86 Dollar lag   Ich habe eine Beschwerde an Trade Republic, wie auch an Vontobel geschickt.   Meine Frage: Hatte jemand auch mal so ein Fall und wenn JA  was tun bzw. wie war der Ausgang

Czyzzle

Try full porting some 0DE's loser

69fukone69

sTRAIT oF iRAN IS OPEN lITERALLY!DJT dR jESUs DE GULFO DE AmeriiiCaaa CLAN SAID IT AND FORGET IT..

IBangTokyoWife

I know you were in CAT, DE. Thoughts on URI?

StocksStormTrooper

Bearish trade of the day… DE.. dead cat bounce

drew-gen-x

You also have the DXY devaluation trade with $CAT, $DE, and industrials. I kinda screwed myself not realizing $CAT and $DE would go down along w/ $VXUS if the DXY rallied. There are so many correlations that it's easy to find yourself too leveraged in one direction short term.

drew-gen-x

HAHAHA. I sold out of $CAT at $713 thinking I dodged a bullet just to see it hit new ATH's 3 weeks later. $CAT and $DE are 2 stocks I just need to buy everytime they pullback below their 50 DMA and just buy and look at them later. I might wait for $DE to hit it's 100 DMA before adding since argriculture isn't doing so hot. But $DE has a huge construction segment too. All those Yellow Bulldozers at those data center construction sites aren't just CAT equipment. Deere construction equip is color Yellow too.

drew-gen-x

Yeah my shares of $DE were down over 3%. I think the Josh Brown HALO trade got a bit ahead of itself. The PE of $DE and $CAT is higher than $NVDA.

_Doomer_Wojack_

Maybe my 0DE out of the money QQQ puts for Monday will pay off finally …

brutalpancake

I got a few of these today. These industrial stocks (mainly just traded CAT and DE) move really slow and chunky and the options do too. These were trading near 2.20 yday then today at open they hit 1.5 and the stock hadn’t moved. Plus they’re way OTM and kinda illiquid so they’ll flop all over the place for no reason. BUT they can pay really well too. Like it’ll go from 615 to 630 and these options can triple. Idk if we’re cooked yet. After a big move last 3 days I expect to see things go limp into Friday afternoon. People want to take some risk off into the weekend. If there’s no major escalation with Iran over the weekend we probably keep pushing higher 🤷🏻‍♂️ or not idk

drew-gen-x

This is where I get hated on by both the bulls & bears for looking at charts. Just like I was called a perma bull for BTD the last 2-3 weeks, I'm looking at the $QQQ and there is heavy resistance around 610. We've already had 8 straight green days for $QQQ; I just don't see how it doesn't at least retest its 200 DMA of 597. I guess they did add WalMart to $QQQ a couple months ago. Maybe they could kick out a couple software names and add $CAT and $DE to $QQQ to stay above the 200 DMA. /sarc

BothnianBhai

https://www.schleswig-holstein.de/DE/landesregierung/themen/digitalisierung/linux-plus1 Some governments have already started to migrate away from MSFT and their products.

met_art

If you knew that Meta releases the new AI model yesterday - would you realistically put all your money on 0DE calls? 🫪 I genuinely thought that was priced in. It was a surprise to see META sky rocketing.

drew-gen-x

$SONY, $CAT, $DE, $T, and $LEVI Everyone of them is boring, but also likely to still be market leaders 50 years from today.

drew-gen-x

I won't argue with that. I've been buying more World ex US stocks than US stocks b/c they are cheaper. I'm also more into the HALO stocks for my US positions. Boring stuff like $CAT, $DE, $T, $LEVI. I'm not smart enough to predict who the winner of the AI cap ex spend will be. If I had to guess it'd be either $AAPL or $GOOG b/c they will just sit back and buy the winner.

creemeeseason

Referring to DE....I own a small equipment dealer chain and equipment sales have been ramping up since late last year. The market is trying to price that in for companies like DE. Not May favorite play, but I don't think it's completely illogical to be valued as such. Also, there's huge incentives on the OBBB to buy equipment this year, so there's a nice government backed tailwind. Personally, it's not where I'd want to allocate cash though. Farms getting hit by low crop prices and high input costs aren't likely to spend big.

drew-gen-x

So we are moving back from the oil rig tanker zombie apocalypse trade to the Josh Brown HALO trade. This market loves its extremes. It works for many of my holdings; but IDK if $DE trading at a higher forward x earnings than $NVDA is exactly well priced either. I'm prolly an idiot but I'm trimming Deere & Co here. Love the company; but it's a bit pricey rn.

HappyThrasher99

All you need to consider is will the product be relevant in 10 years, 20 years, 30 years. Everything else is just noise and buzzwordery. Buffet wasnt there on his Robinhood selling and buying things because of PE or PEG or DE or the current scary headline that the news programs into your mind.

DIYPeace

It’s about time for my stable value holdings of TMUS, VZ, DTE.DE to see gains.

drew-gen-x

$EWJ, $VXUS, $GLD, and $IGV. All my buys for the year have been over the last 2-3 weeks. I know you asked about stocks; but I've moved entirely to ETF's minus small positions in $CASY, $T, and $DE that I would have to pay way too much in capital gains to sell.

WrexyWrex

Interesting they rushed this statement out before the speech today, seems like the GOP is fracturing from the administration behind the scenes. McConnell, Coons Statement on NATO **LOUISVILLE, KY** – U.S. Senator Mitch McConnell (R-KY), Chairman of the Senate Appropriations Subcommittee on Defense and U.S. Senator Chris Coons (D-DE), Ranking Member of the Senate Appropriations Subcommittee on Defense, issued the following statement on NATO: "NATO is the most successful military alliance in history. It has underpinned the security of the United States for more than 70 years. "The only time NATO has gone to war has been in response to an attack on America. NATO troops fought and died in Afghanistan and Iraq alongside American forces. The United States must not take this sacrifice – nor our allies' commitment to make it again – lightly. "Alliance disputes are as old as the alliance itself. Americans are safer when NATO is strong and united. It is in our interest for all allies to tend this unity with care. United States joined NATO in 1949 when the Senate voted to ratify the NATO treaty, and the United States will remain in it. The Senate will continue to support the alliance for the peace and protection it provides America, Europe, and the World."

Zatelli

Not only risk management, but patience too. No position should be larger than 5 - 7% of your portfolio, no exception. Diversify across sectors, assets and geographies, and patience. Look how the likes of boring stocks such as CAT, DE, COST, etc have been doing over the past 10 - 20 years solely from tracking the global economy, as dominant players. Also don't forget rule number 1: focus on not losing money and let the compounding do its thing. You wanted to do the volatility arbitrage, yet you ended with this.. Slow and steady wins.

Samjabr

Ahh, the MDS is strong. You legit think it's ok for a judge to "Thumbs up" emoji a post awarding a claim against TSLA for $2 billion - if that defendant is going to appear in her court? And when she gets called out, she sounds like a retard who doesn't know how to use a computer. \--McCormick sent a letter to Musk’s attorneys saying she did not read the full text...of the post referenced, did not support it, or **intend to click any emoji expressing support of the post**, and would have only **accidentally** clicked that indicator. She also said in the letter that she had **reported “suspicious activity” on her account to LinkedIn.--** BTW, DE chancery courts have some of the most sophisticated judges in the country... Come the fuck on.

VOO_bull_forever

# SHORTED 200k [RHM.DE](http://RHM.DE) AT THE LITERAL BOTTOM. GETTING COMPLETELY OBLITERATED RN. FML

drew-gen-x

If you think crude oil prices will go higher for longer, I would be buying $DBA, $WEAT, or $CORN, not $USO. The higher for longer crude oil prices will be passed onto our food prices since diesel is such a huge input cost for agriculture grains and wheat & corn have not fully priced in $90-$100 crude oil yet. If you don't like commodities, then just buy $DE.

Omegatherion

You know, even according to the "totally unbiased" presidential office of iran, 3317 people were killed during the protests. [A turkish source directly citing Iran’s presidential office](https://www.aa.com.tr/en/middle-east/iran-presidency-releases-names-of-those-killed-in-anti-government-protests/3817238?hl=de-DE#:~:text=The%20presidency%20said%20the%20report,pursued%20by%20President%20Masoud%20Pezeshkian.%E2%80%9D)

Solomon_Grungy

The attack / DE should be there cost average and the current stock price.

_Doomer_Wojack_

would it be considered financial terrorism if I listed to the Iranian parliament speaker and go FULL PORT 0DE puts when market opens and actually a shit ton of profit? Asking for a friend

Full_Pear449

Strong selling in March: You shorted at 197 probably march 3rd or so,all those sales are after your purchase and at a higher price. A number of institutional investors have recently added to or reduced their stakes in ROST. Norges Bank bought a new position in Ross Stores in the 4th quarter worth approximately $868,360,000. Holocene Advisors LP bought a new stake in Ross Stores during the 3rd quarter valued at $351,763,000. Marshall Wace LLP boosted its position in Ross Stores by 1,908.8% during the 3rd quarter. Marshall Wace LLP now owns 1,816,763 shares of the apparel retailer's stock worth $276,857,000 after acquiring an additional 1,726,324 shares during the period. Bank of America Corp DE boosted its position in Ross Stores by 20.9% during the 2nd quarter. Bank of America Corp DE now owns 9,582,401 shares of the apparel retailer's stock worth $1,222,523,000 after acquiring an additional 1,657,008 shares during the period. Finally, Viking Global Investors LP grew its stake in shares of Ross Stores by 56.5% in the fourth quarter. Viking Global Investors LP now owns 3,167,479 shares of the apparel retailer's stock worth $570,590,000 after purchasing an additional 1,143,611 shares in the last quarter. 86.86% of the stock is currently owned by institutional investors. Good job

_Doomer_Wojack_

Imagine a poor regard bol buying Friday, Monday 0DE calls only to have a bunch of Houthis corner him and running a train on him 😔

crimeo

That is a good point, computer stuff often DE-flates. I doubt network costs were meaningfully more than 40-45% higher, though, which is the inflation difference that would make this break even. I think they may have just shifted strategies and given up maximizing profits per person to aim more for total revenue en masse. But this is kind of against the thing the person at the top of the chain is accusing if so.

_Doomer_Wojack_

Full port 0DE calls

_Doomer_Wojack_

WSB reporter live from the tarmac interviewing a private: “Soldier, thoughts on the Kharg Island invasion?” Private: DiamondHands, MU necklace dangling, kissing it hard for luck while MU memory chips duct-taped as Kevlar: “This one’s for my 0DE calls bro… we either take the island and print or we all go full regard to Valhalla

Huge-Neat921

# RÉQUISITOIRE INTERNATIONAL : CRIME DE SUBSTITUTION ET SPOLIATION IDENTITAIRE # INTERNATIONAL COMPLAINT: IDENTITY SUBSTITUTION CRIME AND HERITAGE SPOLIATION **PLAIGNANT / COMPLAINANT :** La Nation de l’Original (Diaspora Noire Mondiale). **DÉFENDEUR / DEFENDANT :** Le Système de Falsification Historique (Puissances de la Mutation / Gog & Magog). # I. L’AXIOME BIOLOGIQUE : LA MATRICE NOIRE (ADAM & ÈVE) # THE BIOLOGICAL FOUNDATION: THE BLACK MATRIX (ADAM & EVE) **FR :** La science (Génétique/Paléoanthropologie) est irréfutable : l'humanité est née en Afrique. **Adam et Ève étaient Noirs.** Le Coran (15:26) confirme cet axiome : l'homme est issu de *Hama’in Masnun* (**Argile Noire lissée**). La "blancheur" n'est qu'une mutation climatique tardive du Nord. Toute l'histoire humaine et la sainteté originelle ont un visage mélanoderme. **EN:** Science (Genetics/Paleoanthropology) is irrefutable: humanity was born in Africa. **Adam and Eve were Black.** The Quran (15:26) confirms this axiom: man originates from *Hama’in Masnun* (**Smooth Black Clay**). "Whiteness" is merely a late northern climatic mutation. All human history and original holiness have a melanodermic face. # II. L’AUDIT DES 3 LIVRES : LA PREUVE PAR LE CONTRASTE # THE 3-BOOK AUDIT: PROOF BY CONTRAST **FR :** Le Coran agit comme le Juge de Justice qui rétablit la vérité sur les textes antérieurs piratés : 1. **TORAH :** Le miracle de la main de Moïse (Exode 4:6) qui devient "blanche comme la neige" n'a de sens que sur un corps **Noir**. Un miracle repose sur le contraste. Sur un Blanc, ce signe est invisible. 2. **ÉVANGILES :** Jésus (*Issa*) se réfugie et se fond dans la population égyptienne (Afrique) pour échapper à Hérode. S'il était blanc, son camouflage au milieu d'un peuple noir aurait été impossible. 3. **CORAN :** Le Discriminateur (*Al-Furqan*). Il dénonce le *Tahrif* (Falsification) de ceux qui "écrivent le livre de leurs mains" (2:79) pour masquer la source noire de la lignée prophétique. **EN:** The Quran acts as the Judge of Justice, restoring truth over hijacked prior texts: 1. **TORAH:** Moses’ miracle (Exodus 4:6) where his hand turns "white as snow" only makes sense on a **Black** body. A miracle relies on contrast. On a white person, this sign is invisible. 2. **GOSPELS:** Jesus (*Issa*) takes refuge and blends into the Egyptian population (Africa) to escape Herod. If he were white, his camouflage among a Black people would have been impossible. 3. **QURAN:** The Discriminator (*Al-Furqan*). It denounces *Tahrif* (Falsification) by those who "write the book with their own hands" (2:79) to hide the Black source of the prophetic lineage. # III. LE CRIME DE GOG ET MAGOG : L’USURPATION GÉOPOLITIQUE # THE CRIME OF GOG AND MAGOG: GEOPOLITICAL USURPATION **FR :** Gog et Magog représentent les puissances de la mutation (Eurasie/Nord) qui ont brisé les barrières pour envahir le Sud et pirater son histoire. * **LE VOL ICONOGRAPHIQUE :** À la Renaissance, ils ont "blanchi" les prophètes pour justifier la **Traite Négrière**. On ne peut pas enchaîner l'image de Dieu si elle vous ressemble ; il a donc fallu lui voler son visage. * **L'USURPATION DE TERRE :** Ils ont pris l'identité d'Israël, se sont installés sur les terres sacrées (Levant), et ont déporté les **véritables héritiers d'Abraham** (les Noirs) dans des navires pour effacer leur mémoire et occuper leur trône. **EN:** Gog and Magog represent the powers of mutation (Eurasia/North) who broke the barriers to invade the South and hijack its history. * **ICONOGRAPHIC THEFT:** During the Renaissance, they "whitened" the prophets to justify the **Slave Trade**. One cannot enshrine God's image if it looks like the victim; therefore, they had to steal His face. * **LAND USURPATION:** They seized Israel's identity, settled on sacred lands (Levant), and deported the **true heirs of Abraham** (Black people) on ships to erase their memory and occupy their throne. # IV. CONCLUSIONS ET DEMANDES DE RESTITUTION # CONCLUSIONS AND CLAIMS FOR RESTITUTION **FR :** Nous déposons cette plainte devant la conscience mondiale et les instances internationales pour : 1. La reconnaissance de la **Falsification Identitaire** comme crime contre l'humanité. 2. La dé-falsification immédiate de l'imagerie religieuse et historique mondiale. 3. La restauration du **Droit au Retour** pour les descendants de la Traite sur leurs terres prophétiques spoliées. **EN:** We file this complaint before the global conscience and international bodies for: 1. Recognition of **Identity Falsification** as a crime against humanity. 2. Immediate de-falsification of world religious and historical imagery. 3. Restoration of the **Right of Return** for descendants of the Slave Trade to their stolen prophetic lands. **LE MONDE VIT DANS UNE RÉALITÉ NOIRE SPOLIÉE. L'ORIGINAL REVIENT.** **THE WORLD LIVES IN A STOLEN BLACK REALITY. THE ORIGINAL IS RETURNING.**

RemarkableVictory990

IRAN FOREIGN MINISTRY SAYS NO TALKS WITH WASHINGTON; ACCUSES U.S. PRESIDENT OF BUYING TIME AS REGIONAL DE-ESCALATION EFFORTS CONTINUE[](https://x.com/FirstSquawk/status/2036045323123228919)

kawkface

IRAN'S FOREIGN MINISTRY SAYS THERE ARE NO TALKS WITH WASHINGTON AND ACCUSES US PRESIDENT OF BUYING TIME WHILE REGIONAL DE-ESCALATION EFFORTS GO ON. Wtf

HEK293INVAX

Don't underestimate the pain Americans will endure, this is a global energy catastrophe now. DRILL BABY DRILL! Like all disasters,money is made. There isn't much upside for the indices and huge downside risk, individual stock/industry/sector picking is back. Get Positioned. Am assuming VWCE refers to Vanguard FTSE All-World UCITS ETF USD Accumulation (VWCE.DE) which is exactly what I would avoid at this time of global unrest.

drew-gen-x

Sorry I couldn't hear you. I was too busy BTD in $DE after buying corn & wheat futures at open this morning. All are Green right now BTW.

Colloquial

likely to get the DON to blow you up and brag about taking down the TRAN DE AQUA

ThrowRA4848456102310

DE000BB3Y1E9 is the one I got.

ThrowRA4848456102310

The one I got is DE000BB3Y1E9.

TheoryInttro

Société Générale 20x leverage. Or slightly less leverage: [https://www.gs.de/en/products/leverage/long-short-knock-outs/dax/DE000SJ5T8W8](https://www.gs.de/en/products/leverage/long-short-knock-outs/dax/DE000SJ5T8W8)

TheoryInttro

Societe General mini-futures. [https://www.gs.de/en/products/leverage/long-short-knock-outs/dax/DE000SJ5T8W8](https://www.gs.de/en/products/leverage/long-short-knock-outs/dax/DE000SJ5T8W8)

nemodigital

I bought MOO about 9 months ago, also have COW on the Canadian side. Just needed to diversify as well. DE has done rather well and is up for the week.  Newer equipment also increases productivity and efficiency, esp as fertilizer prices go up. Just wondering how long fertilizer will continue to pump for.

drew-gen-x

Buy $EWY and $DE next. I have the uncanny superpower to buy market tops. In all seriousness I'm in the process of moving to 20% $TLT, 20% $GLD, 20% $VT, and 20% $ACWX, 20% individual stocks/ETF mix. I was previously 50% $TLT, 25% $GLD, 25% in stocks. This volatility this week has everything out of whack thou & is very messy. I haven't started my 20% goal towards $VT since that cash is currently all over the place and I have all this cash from selling quite a bit of $TLT yesterday.

creemeeseason

My reading so far is that farmers are getting squeezed, so so I'm not sure if it becomes a windfall for them. Diesel prices also hurt. Also, DE has run a lot due to the accelerated depreciation on equipment. Short Answer....no idea.

AntoniaFauci

> Second order effects...higher crop prices. Something like ADM would be a decent play there (also long calls for me). Makes me wonder what the read through is for Ag equipment like DE. Higher, because farmers will see windfalls from parabolic commodities revenue? Or lower, because their input costs for fuel and fertilizer are spiking?

drew-gen-x

I call this the USD depreciation trade. Inflation is killing the average American. Your USD buy less of everything every year and since COVID the USD has lost half of its purchasing power. Everyone here makes the mistake of confusing the economy with the stock market. But they are 2 different things. The DXY has moved back below 99 and Crude Oil didn't breakout to new ATH's. As long as crude oil stays below $100 and the DXY remains below 99 certain assets will rally. This is why Gold and Foreign stocks, and exports like $DE and $CAT have outperformed the $SPY. But ultimately the $SPY will outperform the USD by default. Your salary is buying a lot less of everything this year than last year and it will buy even less next year.

drew-gen-x

There's a 3rd category you are forgetting. Average American - They are getting crushed by stagflation and are trying to get by with the short dollar trade. It might be different in Canada. But if my salary hasn't kept up with inflation since COVID I have to have a side hustle. And shorting the dollar thru $GLD, $DE, $EWJ has worked way better than $TLT.

drew-gen-x

DXY is under 99. Crude Oil at $88. I've noticed recently that if the DXY goes up then so do the software names in $IGV. If DXY goes down then foreign stocks and industrial stocks like $DE & $CAT go up. This might be just a temp correlation thou. I'm betting on the volatility being over and the bottom is in. I added to $DE as I am just going to trust the charts.

drew-gen-x

Yes & No. The odds are better than the casino. And you do need skin in the game to learn. But you have to learn voodoo like tech analysts & charts and never fall in love w/ a stock. Go w/ ETFs over stocks for 75% of your port. Diversify. Buy sectors that go against your thesis. Hedge with ETF's like Gold & Crude Oil. 40% of the market cap of the $QQQ and 30% of the $SPY is in the 6-10 tech stock names everyone here buys. Buy stocks that hedge against the $SPY like $CAT, $DE, $GLD, $XLU, $XLE. Sure these might be the wrong stocks or ETF's to buy as they might go down. But they are a hedge against our tech heavy 401k's. Good Luck.

drew-gen-x

Nikkei is up +3% this morning. So glad I didn't listen to the doomers and BTD on $EWY 1 hour after open this morning. Also BTD on $DE as it closed above its pre earnings pop of $592. Trust the charts.

drew-gen-x

Here's what I am looking at the charts on $DE. I did buy 1 additional share today when Deere & Co bounced & closed above $592 today. Now yeah it may have been the Trump tweet but $592 was $DE closing price on 2/18 which was the day before their 15% plus earning pop the next morning to their ATH of $663 the next day. I am looking at $592 as the support level to buy back in. Now if crude oil spikes or the DXY goes above 100 then this was a poor decision But sometimes you just have to trust the charts to pull the trigger. This was the entry level to get back into the stock.

drew-gen-x

Americans only read headlines & tweets. We just want to be reassured that everything will be ok. Instead of looking at the stock market as a battle b/w bulls vs bears, why not BTD on fear and trim and take profits during times of greed? I like stocks and ETF's like $DE, $GLD, $EWJ , $XLE, etc; but I'm not married to any of them. None of these stocks care about you. I'll sell and buy anything based on whether I think it's cheap or expensive. People have to learn how to save themselves in this world. It's nice if you can also help others out as well along the way. But people need to stop waiting for a politician to save them. It's all WWE theater. The left & right are both being paid by the same wizards behind the curtain.

drew-gen-x

$DE has more revenue from construction than most people think. It's just those Deere bulldozers are the same color of Yellow as $CAT. I think I messed up both trades as I didn't see Trump bombing Iran for no apparent reason. I do think if 1 of the 2 stocks does bounce it will be $DE over $CAT thou. Deere & Co hasn't ran up as much on the 5 year chart as $CAT has & if there is a farmer's ballout Deere & Co stock could still pop.

dansdansy

I totally agree about farmers needing to be supported- as food security is foundational for keeping everything ticking. But for stocks, there's a difference between times being good for DE and farmers expanding with some durable goods and times being "survival mode" and they get by with the equipment they have. I wouldn't be going back and forth on this if DE hadn't been spiking so hard just before the Iran strikes. DE dropped almost 33% after Russia invaded Ukraine, but it hasn't pulled back at all. What's different here?

dansdansy

Hasn't DXY been rising though? And if all other input costs are more expensive seems like DE will sell less equipment in the US. While China, the biggest buyer of Deere equipment outside the US, doesn't have the tariff effect they do still have a similar drag due to diesel and fertilizer disruptions.

drew-gen-x

$DE and $CAT benefit from a weak DXY. Their exports become cheaper on a weak USD. Farmers will survive. They'll just plant less corn & soybeans and trim their livestock headcount until beef & pork prices increase due to lower supply. Grocery prices will go up thou.

drew-gen-x

Things I got wrong. The industrial equip stocks like $DE and $CAT were more of a weak USD trade than a data center build out trade. Pick either industrial equip stocks or EM ETF's, not both. They move too much in the same damn direction which is opposite of the DXY.

drew-gen-x

TY. I'll check both out. I might sound like a tech hater here, but if there's a story where blue collar guys can wrap there heads around I'll listen. $CAT, $DE, and $GLD have done great for me this year but rotations happen. Just tell me how they can make money like I'm 12 over selling me on hopes & dreams. B/c if these companies can't make cash eventually their dreams will die.

Fair-Bookkeeper-1833

what do you think of my portfolio, non US non EU based. 55% SPYL.L 15% EIMI.L 10% IGLN.L 10% [IXUA.DE](http://IXUA.DE) 10% USD Cash I ***might*** need to liquidate 30% (so selling that 10% IXUA and maybe 10% from SPYL or some of gold, depends on how things go) of it in 6 weeks but otherwise I'm holding for longer term.

drew-gen-x

TY. $TOST looks interesting. I've decided that maybe I shouldn't mock the tech investors for not diversifying if I don't listen to my own words and BTD. Many have mentioned I'm too bullish on $CAT and $DE. And looking at the charts i cut my $CAT position in half. Taxes are gonna hurt : )

drew-gen-x

I just spent 3 months salary BTD. I bought $CAT, $DE, $PHYS (Gold), $EWJ (Japan), $EWW (Mexico), $EWY (South Korea), $ACWX (World Ex US), $VT (World plus US). Let's see how trying to time the market works vs DCA. I believe peak fear is already here. We'll prolyl get a TACO Trump tweet any minute now.

Beard_of_Valor

[It's like this](https://www.youtube.com/watch?v=tJoe_daP0DE&t=1288s). That's a specific time stamp in a video of an economics professor discussing the creditor and debtor perspectives of the last hundred years in America. If this sort of thing is interesting to you, you might enjoy the full video. The solution is to have income that isn't based on owning assets. So before the 70s there was a great recession and WWII, but after WWII the goal of the economy was to achieve full employment for workers. As unemployment got very low, it was harder to find workers, and workers felt like they could quit a job at noon on Friday and find another job by 4pm that they could start next Monday. Labor had a lot of negotiation power. There were unions, there were Cost of Living Adjustments so that as things grew more expensive then wages must climb to afford the same things. That made sense moment-in-time I guess, but it led to a wage-price-spiral that is now the bogeyman of every central bank but I'm getting ahead of myself. So during stagflation there's a lack of investment because as you rightly assume if you invest in a business you might as well take that cash out back and burn it, although holding it isn't much better. You could buy antiquities, maybe, and hope a Monet is worth more when things simmer down. So the investment class kind of went on strike and networked with the political elites they're already embedded with and pointed out that the country needs the investment class, too, and central banks were born. The thesis goes "you politicians will give people anything to get elected again and you keep giving everyone a pony but no one will be able to, you know, build a better factory to build a better car to make more money or get better market share or bring money to our country. You need to fix inflation." And central markets popped up, but not just in the USA. It's not just a silly mistake we made, it's a solution to the problem they had. Recently, that same economist talked to another one about the idea "maybe that was a good idea at the time but we should give the reins back to the legislature" because taking important decisions away from the politicians results in people voting for unserious politicians. So then central banks ran the show for a while until the next massive shit stain on the US economy. You can watch another 15 minutes of the video for that.

LostandConfused2024

My DE used to be reverse WSB. Now it’s reverse value investing

ch0c0l8cake

Then we go down until.... CINCO DE MAYO!!!!

TreGet234

https://www.solactive.com/index/DE000SL0E2G2/ damn optoelectronics. And of course l&g liquidated the only fund tracking it in march of last year.

iThinkiStartedATrend

SPX, but I guess the outer 493. CAT/DE/etc etc

drew-gen-x

Agree with you again. I'm not buying consumer staples. I have my eyes wide open that $CAT and $DE might have peaked during this cycle despite DCA into them this week. Energy stocks seem expensive with WTI Crude around $67-$68. I've actually bought more international ETF's this month than US stocks/ETF's. Again foreign stocks also may have peaked vs $SPY. But if I throw 7-10 darts and buy multiple stocks/ETF's in multiple sectors I like my odds vs just buying Big Tech until their cap ex spending decreases.

drew-gen-x

The main take away I got was that data centers / infrastructure is the main driver of consumption and not the consumer. This is a shift from consumers leading consumption. They really didn't recommend any names, just buy my fund. I am not against the data center trade. I own $DE, $CAT, $XLU, $IGB, and $HAL all indirectly due to the data center build out. I am just not buying the fricking chip names like $NVDA or the big spenders like $MSFT and $AMZN. I am buying the stocks selling the equipment & energy not the buyers that are spending.

drew-gen-x

There's a very interesting Josh Brown podcast on YouTube where some guys are trying to make the comparison that Data Centers are the New Fracking. It's an interesting premise. The interesting take is that tech might underperform the old economy stocks for 5-10 years if these guys are right. This brings up names like Carrier, Halliburton, Deere, Owens Corning, Sherman Williams, etc, etc. Basically these are stock names that you have to be 45 or older to remember when these names were relevant & outperformed. It prolly won't happen, but it brings a smile mentioning & realizing many younger than me do not know what industries stock names do. And many could be completely caught off guard b/c they are not owned at all by retail. Just look at the disbelief here w/ the outperformance of $CAT and $DE.

Facebook_Lawyer_Gym

Many are too crowded of a trade. 35 pe for DE? No thanks.

drew-gen-x

Buy the picks & shovels over $NVDA. I like $CAT and $DE but they ain't cheap. $IGF and $XLU which I also own are less riskier ETF's.

drew-gen-x

You are better off buying the actual shares on margin than calls I'm afraid. Even when the trade goes against you, you still own the shares. True you may own those shares on credit. I've messed up so many picks & trades that I've started to cast a wider net. I bought $EWY & $EWJ instead of just $EWJ and went half each. Good thing too as my 1st choice has underperformed the 2nd. $MOS was my 6th biggest position and it dropped 6% after earnings yesterday. Good thing I went 50/50 b/w $MOS and $HAL last December. I'm a huge Gold bug but I sold 10% of my $PHYS (Gold) shares Monday b/c Gold had reached 30% of the value of my port. Today I bought half $CAT and $DE instead of just buying $DE b/c I could be wrong. It's easier to brag on Reddit when I have 20 positions over 5. There is a good chance one of my positions is outperforming the $SPY for the day : )

drew-gen-x

Bought more $DE. Also not all of my picks work out. $MOS is down 6% today after brutal earnings where they missed EPS by 50%. Hopefully none of you listen to me and bought that stock. I just sold 75% of my holding in $MOS. I'm a big believer of never falling in love w/ a stock & cutting losses early if the charts or earnings go against your reasoning for buying.

colinr813

USA extractive economy coming back. Calls on $WY $RYN $CAT $DE.

CanYouPleaseChill

CAT and DE are cyclical stocks. Given the lack of ROI in AI, their recent earnings growth is simply unsustainable, yet they're priced like the growth will continue for a long time. As usual, the market extrapolates way too far into the future.

drew-gen-x

Welcome to a market rotation. Stocks rarely bottom with low P/E ratios and rarely hit tops with high P/E ratios. The reason $CAT and $DE have higher P/E ratios than ADBE is b/c they are slowing more growth. Which company's equipment is being bought to build all those new data centers? Deere & Co or Adobe?

CanYouPleaseChill

This has been a very momentum-driven market in both directions. Expensive stocks like COST, WMT, CAT, and DE keep going up despite having P/E ratios of 53, 46, 41, and 36. Then you've got stocks like ADBE and NVO at P/E ratios of 15 and 11. NVO is a long even without obesity treatment at all. Their core diabetes business will continue to grow for decades. ADBE has a buyback yield over 10%. "Mr. Market is there to serve you, not to guide you." - Warren Buffett

TreGet234

https://www.solactive.com/index/DE000SL0E2G2/ hmmm yeah. It's now back to ath though so maybe that's the top.

JohnPaulDavyJones

Tbh it probably would have been a job creator after the AI tools wrecked our processing cycle. Our CTO having to step in there is kind of because of one weird feature of our leadership structure: we’ve got an EVP leading our PM group, and she’s also the exec sponsor for our AI trialing team. The PM group shouldn’t have an EVP leader, but she’s there and she buys that group a weird amount of power to swing around for such a small group. She’s in line to be a C-level, but they needed somewhere to put her to wait after the last reorg, so that’s how we got this. They mean well, but they’ve got a bad tendency toward groupthink and not enough technical awareness to know what is and isn’t off-limits. It’s not common, but this wasn’t the first time they’ve had a really terrible idea and already gotten some momentum behind it by the time it reaches us in the infrastructure team. Our whole DE/infra org is led by a VP, so he has to go to the CTO whenever the PM team and their EVP get rolling.

drew-gen-x

Just checking to see if $CAT and $DE are green pre-market?? They are. Just checking to see if the tech bros on WSB have those winners on their scoreboard?? They don't. Keep buying the loser red stocks boyz :P

drew-gen-x

I've done a lot of buying today. I've bought $EWJ, $EWY, $IGF, $DE, and $WNC. I sold 10% of my Gold ($PHYS) position to pay for the positions above. This is more of a rebalancing as Gold had appreciated to over 25% of my port. I'm still very bullish on Gold, but I never like seeing my port having over 25% concentration in any stock or asset. I see too many stressful over concentration posts here daily from the reddit tech bros.

drew-gen-x

I'm sleeping pretty soundly with $TLT, GOLD, $EWY, and $EWJ as my largest holdings and a bunch of boring commodity & industrial stocks like $HAL, $MOS, $OXY, $AGCO, $DE, and $CAT to round out my port. It's my belief that the market is replacing the US 10 yr with Gold as the world's reserve currency. This explains gold 2x over the last 2 years and it's continuous bull run higher. The market is also repricing physical cap ex heavy asset stocks higher and repricing low cap ex data/bytes stocks lower. Foreign countries & investors are selling their US Big tech stocks & USD to stimulate their domestic economies whose companies are usually more industrial, manufacturing, and financial Vs US high reliance on Silicon Valley. This explains foreign stocks outperforming the $SPY for over a year now. Investors are also paying a premium for stocks in industries that seem more free from disruption from AI. $CAT and $DE for example aren't likely to be disrupted by AI until AI can plant & harvest crops or build a data center. We had a similar cycle b/w 2002-2012 after the internet infrastructure boom & bust.

option-trader

I mean, follow the money. Money seems to be coming and going quick in MSFT. Where’s that money heading? Seems like the money trail leads to NVDA, VRT, LITE, MU, SNDK, GEV, and even CAT and DE.

BrobaFett_1

Jeez what's driving that CAT growth. Owned DE and CAT back in 2023, but didn't hold

CanYouPleaseChill

Meaningless. Go look at the forward P/E ratios for $CAT, $DE, and $WMT. These are expensive stocks.

drew-gen-x

1 yr returns $MSFT - (4.23)% $AMZN -(5.55)% $T + 6.79% $CAT +118.12% $DE + 33.46% $WMT + 25.32% Forget Amazon and Microsoft outperforming WalMart, CAT, and Deere. Reddit's faves can't even outperform AT&T.

Rayzor_Rancher

SPX: About to get a -25% haircut. Marc Newton, CMT at Fundstrat, last year predicted a selloff starting late Feb. Tom Lee, in a separate interviews, said his clients worried about Supreme Court tariff decision and new Fed chair. Something is coming. I'm short DE John Deere and NFLX. Gareth Soloway says a selloff is coming down to S&P 6100.

inbrainsane

I believe scotusblog has a good article on the subject. https://www.scotusblog.com/2026/02/supreme-court-strikes-down-tariffs/?hl=de-DE