Reddit Posts
If you have an account with certain brokers you can access wall street analyst research reports
Election year. Trump stocks and Biden stocks
$JPM JPMorgan Chase 2023 Q4 earnings call summary by ai
CPI Forecasts from Wall Street and Potential Market Reaction
CPI Forecasts from Wall Street and Potential Market Reaction
Economic Events and Notable Earnings for the week starting 01-08
Thoughts for $BAC and $JPM Earnings Report 1/12?
The Current State of JPMorgan Chase and the banking sector
JPM call ATM exp 2/2. would be my first ever call bought.
Think the Bitcoin ETF Won’t Get Approved?
Altimmune and Viking are the last two companies left for Pharma to FOMO into the Obesity market
Altimmune and Viking are the last two companies left for Pharma to FOMO into the Obesity market
Earning calls of lots of major financial institutions on Jan 12. JPM, BAC, WFC, HDB, BLK, …
How is no one talking about $FSR here!?
Lmao! JPM's Top Chartist. Bwahahahaha. False Information is released on purpose or No one knows shit. The Top chartist. Top Bank in the U.S
$ACGX Thinly traded, Low Float Runner!
Another financial institution crash incoming?
Yet another financial institution getting saved?
Banks look good at this point, and EWBC in particular
We are at the top: “Now is an attractive entry point for long-term investors, says JPMorgan strategist.”
Jamie Dimon to reduce his JPM stake in first stock sale since taking over as boss in 2005
JPM believes Bitcoin ETF will be approved before Jan. 10th.
I wanted to try to invest in 10 completely random stocks to see if this beats the market in 1 year, so I asked ChatGTP...
JPM has another quarter of record profits as net income surges 35% from last year.
10/12/2023 - Put credit spreads to sell with highest return sorted by %OTM (DTE<21)
Anyone has an explanation on this spike with JPM on Monday (oct 9) after hours?
Goodbye Q3... JPM's GIANT collar trade dwarfed by.. the RETURN OF OUR WHALE 🐳
Burry the Bear is right. Another Bank crisis incoming.
Ryan Cohen investigated by securities regulator for pumping and dumping towel company
S&P September Stats: headed for doom or potential for a rally?
JPMorgan Chase Analysis and Financial Statements
Why you should invest in J.P. Morgan ($JPM)
I followed the “ if it’s good to screenshot, it’s good to sell” rule
SPUS down $60 coming from 9% realized vols? Uh oh... 💥 Recapping our SPX Whales + a 🔮into flows / positioning
SPUS down $60 coming from 9% realized vols? Uh oh... 💥 Recapping our SPX Whales + a 🔮into flows / positioning
25-year-old seeking feedback on long-term ETF portfolio
S&P 500 rally is showing signs of a bubble, selloff is coming - JPM By Investing.com
$CVNA | Another ~20K 40.00 C FD on Opening Dip
FOMC Minutes are upon us… 7-3-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis
tracking abnormal order trade volume for 'improved' return's
Should JPMorgan buy Robinhood?
My 10 leg Wallstreet Parlay (NOT FINANCIAL ADVICE)
HUGE GAINS ON CARNIVAL CRUISE LINES CCL 🚀🚀🚀🚀🚀
The VIX just had its lowest close since Pre-Covid … 6-2-23 SPY/ ES futures, QQQ and VIX Daily Market Analysis
What should I focus on when evaluating a stock if I want to be somewhat conservative?
Market Recap - 6/1/23 - Stonks only go up?
Market Recap - 5/20/23 - everything is over bought
The road to 430 continues… 5-26-23 SPY/ ES Futures, QQQ, VIX, DXY and 10YR YIELD Weekly Market Analysis
The road to 430 continues… 5-26-23 SPY/ ES Futures, QQQ, VIX, DXY and 10YR YIELD Weekly Market Analysis
Market Recap - 5/25/23 - the age of AI
How is the Fed injecting liquidity into the stock market for dummies like me
The Road to $430 SPY… 5-19-23 SPY/ ES Futures, QQQ, VIX, DXY and 10Yr Yield Weekly Analysis
Market Recap - 5/18/23 - I know shits crazy but oof
Market Recap - 5/17/23 - the worst is behind us, maybe
Small Banks vs JPM Chase; who will be the next savory morsel?
Why do some companies not have liquidity until 9:00 am?
PACW: Screwed or Not? A look at the numbers with help from Security Analysis (1934) (tldr $3.7 lots of risk)
Too late to be long but still too early to be short… Welcome to the Pain Range… 5-12-23 SPY/ ES futures, DXY, 10YR Yield and VIX Weekly Reca
SOFI Series, Scene Cinco: I’m Flying, Jack!
The return of the bronotosaurus… the run up to CPI… 5-5-23 SPY/ ES Futures and VIX Daily Market Analysis
Mentions
We should start asking to JPM
I have a watchlist of stocks i named "Evil Corporation". Includes companies like BLK, BX, LMT, RTX, MS, JPM, GS, XOM, etc. Performing second only to the tech watchlist
Bonds that yield a mere 4-4.5% pre-tax is AAA+, most of the safest bonds pays 5-7%. Most buy bonds because they have too much money in equity already. You should not worry too much about these folks, if they have 200K in JPM bonds, they are likely sitting in 20M in liquid assets.
Europoors come in here to talk shit and then donate all their money to JPM LMAO 🤌 Too bad most of the euro bears I watched go to 0 deleted their accounts after
The movie has a high JPM (jokes per minute) along with some absolutely hilarious lines. Just because a story ends on a sad note doesn’t make the humor in the middle any less funny while it’s happening.
Will JPM actually pay me my dividend tonight? they skipped out on me last quarter
I mean eventually JPM and others say it’s still way below where it should be
JPM just upped their steak by a lot. Also LLY beat too which should mean that also best.
KOYN. Looks like JPM took a sizeable position. I previously had some, but no longer wanted exposure to crypto/blockchain. I like the sponsor. He's been involved in a lot of spac transactions, and can more likely negotiate a reasonable valuation. https://www.sec.gov/Archives/edgar/data/19617/000001961725001052/xslSCHEDULE_13G_X01/primary_doc.xml
JPM takes 8% stake in $HIMS
>BREAKING: JPMORGAN, $JPM, IS REPORTEDLY CONSIDER REDUCING THE RATIO OF JUNIOR BANKERS TO SENIOR MANAGERS FROM THE CURRENT 6-1 TO 4-1. >HALF OF THOSE JUNIOR BANKERS WOULD BE WORKING FROM CITIES WITH CHEAPER LABOR, SAY BENGALURU, INDIA, AND BUENOS AIRES, ARGENTINA, INSTEAD OF BE… Puts on JPM's 3rd world traders working from a shack with no A/C and eating 3 potatoes a day
JPM. I started with \~$2k worth in 2024 (at approx $37/share). Set to DRIP. And now, 21 years later, even though I've sold about $28k of my holdings over the past 5years, my holdings in that one stock are now valued at just shy of $70k
JPM post recession will do the same as last time and acquire cheap assets to increase their footprint. They have like 100 billion in dry powder. They’re the bank to bet on during a recession.
I have been telling people that you buy preferred bank stocks. I have JPM C paying 6%. I make $100,000 per year.
Most firms don't bother with that and just restrict everyone to broad indexes or mutual funds. Some allow for preclearance, the thing is that's a huge administrative burden on compliance - and gets increasingly complex the larger the bank is. Someone like JPM or Goldman could conceivably have some tie to a third of the market at any given time.
Because Larry Ellison scammed this exact way back during the original tech bubble? They posted an EPS loss and lied and said they have orders for 2030 that surely won't be canceled. Might want to get out now before this goes sub 200. JPM/GS shilling it every time it dips will only work for so long.
JPM lowers price target for SPY to $5. Panic and sell everything.
IPCX. Some big block trades. JPM also recently took a large position... https://www.sec.gov/Archives/edgar/data/2012318/000001961725001003/xslSCHEDULE_13G_X01/primary_doc.xml No position, but it looks very tempting. Could take a haircut in price due to revenue vs valuation.
Lithium prices up... [https://cdn-ceo-ca.s3.amazonaws.com/1kg4kkt-2510%20JPM%20Lithium%20Upgrade%20on%20Higher%20ESS%20Demand.pdf](https://cdn-ceo-ca.s3.amazonaws.com/1kg4kkt-2510%20JPM%20Lithium%20Upgrade%20on%20Higher%20ESS%20Demand.pdf) $ARXRF will be up as well!
BABA, TSM, REGN, GOOG, JPM, GS, VST, 000660.KS, 005930.KS are the ones I would recommend right now.
JPM: "today will be the fifth time that the Fed cuts rates with the S&P 500 at all-time highs. All prior instances the S&P 500 was higher a year later with an average return of 20%. The worst one-year return was a 15% gain which occurred last year."
To keep it simple, you have 2 buckets of active investors. First bucket knows how to read financial statements, and does DD on the company. They know how it makes money, who it competes with, what are its competitive advantages and what are its threats and what is TAM. They follow the company because many industries are dynamic and competitive edge doesn't always last forever. They have some concept of relative valuation. This bucket is more likely to make long term picks and keep winners that keep winning. Second bucket makes stock decisions with absolutely no clue about revenue, revenue growth, margin, TAM, valuation, business plan etc. Often times they just try to latch on to hot plays - "Hey this rare earth mineral stock just signed a new deal", I think it's going from $7/share to $50/share in 1 year; with absolutely no clue on revenue/profit/market cap. Yet these people have no idea that industry is historically low margin and cyclical. And an inherent problem is yields are low. Sure there will be some success stories, but more failures. This bucket is more likely to make short term picks and act on emotion. Let me chase the next hot play. Passive investors are going to beat the second bucket because the indexes rebalance to include all the winners and squeeze out the losers. Passive investors lose to the first bucket who buys and holds your MSFT AMZN V MA WMT JPM GOOGL NFLX NVDA. These are the stocks that are consistently growing top and bottom line quarter after quarter and year after year. Passive investors recognize they are not first bucket types - they are smart in that sense and just take the broad index returns.
gimme some 305 JPM calls here, just dipped below
Try this thing called "Google". You must have your own definition: A market maker is typically a large bank or institution. They help ensure the liquidity of a market by offering to both buy and sell securities. Citadel, JPM, all MMs. They are literally banks
Rate cut ain’t happening. Look at JPM flying
Lip Bu Tan was in Saudi Arabia yesterday and was part of [who's who roundtable](https://m.youtube.com/watch?v=CzyIKo8LujM) at the FII9 Summit with Larry Fink (Blackrock), Bill Ackman (Pershing) Jamie Dimon (JPM), David Solomon (Goldman), Stephen Schwarzman (Blackstone) etc. You don't get invited by the Royals to such summit and sit at the big boys table for nothing, just sayin'
Hey no sweat man, always appreciate different perspectives. Imo It’s been on a wild ride. Look back at the last 20 years of tech. Truly insane. At the same time interest rates have been historically low over that period. Allowing tech to borrow as much as they wanted and grow at hyperbolic rates. The era of free money seems to be over. Borrowing now has real costs and growth will slow. If growth slows, to me, overvalued tech stocks will no longer be as attractive. Leading to a rotation out of tech, into value stocks. My example would be JPM. Their stock doubled in value as the cost of borrowing rose with interest rates.
Often this comes with technical breakouts. Basically there are enough underlying buyers that have supported the price and stopped further falling. This is indicated by the consolidation seen over the last couple of months, and the trendline breakout as shown in the graph in the post. The volume shelf (yellow bars on right side of chart) show lots of buying/support in this range, and short interest will want to exit before it runs into a low volume area above because of how fast price can move in those regions. With rate cut imminent this is also good for WOOF and they recently have a debt restructuring deal with JPM that this is favorable for.
Citi, JPM and MS don’t give a shit about your money but I do.
It ain’t allowed to go down - Citi, JPM, MS all have pts of $500 or close to that, they will make sure it gets there
JPM says they will commit a total of $1.5t towards “national security investments” over the course of the fund. This is is just a small part of their investment from that fund
Bullying ASEAN countries (and private money) into financing US accumulation of critical mineral works. Just like how they got JPM to underwrite Argentinan pesos.
Here’s the UUUU concern UUUU is overpriced JPM and the other big guys that may want to buy in have a solution They can very profitably short UUUU into the dirt because there’s no strength holding it up. So you buy in at 19 and it is likely worth 6-7 a share There may be a buy in, but potentially after you’ve seen your bags dragged to hell and then the buy in hits! Congrats it now is $12-18/share stock after the stock runs post buy-in MP was looking like a good buy at 25. Where did their stock go after their Saudia Arabian MOU but before they got their buy-in? 19. Yes, it went through the roof after but MP didn’t run on the level of speculation that UUUU has Good luck though!
JPM is about to start losing money on their SPXW251231C7000 short call real soon.
Everything you just named is priced in. You think you’re ahead of 50 year old tasers on JPM’s desk?
They were just upgraded by JPM
I think gold will rebound personally, especially w the fed decision and general macro we have, regardless of China issues I also think PPTA being bought first was an indication it was either the best price JPM could get out of what they were interested in or the US gov is coming soon
Sold PPTA last 2 days ago in the great Miner Exit Crisis. Today, JPM buys in and sends the stock +7%, up from -4% during overnight. Oh well. Now i feel if i buy back again, im a huge loser and a cuck who paperhanded. But ofc, if i DO buy in, tomo PPTA will drop alongside all the miners who are getting gangr\*\*\*ped for 5 days now. Unless ofc, tomorrow gold bounces off the 4040 resistance back to 4160s and everyone pumps on relief. Oh but wait, then i need to inverse myself right? So calls? Or was this puts? I lost track by now. Ok fuck it buying something safe and non-speculative like BYND instead.
JPM takes 3% stake in PPTA https://stocks.apple.com/APk36akTuS6SZQ66nDs-Mfg
People actually buy JPM? I thought this is the casino
Large investment banks would disagree JPM opens/rolls huge collars every year on major indexes.
$JPM looks ready to fly to ATH
RSG is certainly AI-proof. "Will NVIDA keep giving at least 20% annual returns like it historically has done for the past 10 years" I've owned NVDA for years - for the company to get back to my cost basis it would have to be in financial trouble. It's been a particularly amazing stock for the last few years, but before that I sat through more than one 50%+ drawdown. You had close to a 40% drawdown earlier this year. It's currently a 4.5T company. Do I think it will continue to be a good company? Yes. Do I think it will repeat this run and become a 9T company? No. Too many people think the market of the last 5 years can continue indefinitely and everyone is all-in on the same stocks. I trimmed a bit of NVDA last year, trimmed a bit more this year. Do well while this unusually fantastic period for investing continues but I just think people shouldn't get too into the mindset that the escalator up goes to the moon. Twice in the last 5 years (2022, 2025) people gave a lot of the fantastic gains from the prior two years back in a hurry and how many people sold at some point in those declines and didn't buy back, or wound up buying back higher eventually? "dividend ETF" I don't think you should go with a dividend etf either. IMO, create a diversified portfolio that has a portion devoted to aggressive growth themes/names, but don't make it every single stock that everyone else has. Find 1-2 things that are the next thing. That's a portion of your portfolio and if it's a portion of your portfolio then it forces you to be selective rather than buying every growth stock that sounds interesting. Take the other portion of your portfolio and find high quality/slow growth (preferably buying when the names are oversold/temporarily out of favor) and maybe a value idea or two. This portion of your portfolio is the foundation - steady, high quality, well-managed companies that have delivered year in/year out for years. Not something as conservative as KO, but to use the example of RSG, something like that. SPGI, AXP, CBOE, MA, JPM, etc. etc (not necessarily those but something along those lines.) These are probably not going to be that exciting, but when the market turns, you're going to likely lose less here. The lowered volatility of this side of your portfolio offsets to some degree the likely higher volatility of the other side. When the market isn't "growth stocks only go up", you'll be happy that you have at least some buffer rather than a portfolio full of highly speculative growth names that are going to lose half the next time there's a 2022 or early 2025. You're talking about the very long-term (which is good! too many people have turned too ultra short-term with investing) and I think what I'm trying to suggest is how do you create something broadly that you can stick with through good times and bad (and there will absolutely be other bad market times in the years ahead.)
No. Look at what happened at JPM with Charlie Javice’s fraud
JPM invests in all kinds of shit bc they have so much fucking cash. All the cash from ordinary people. That shouldn’t be a reason to invest. Despite that, I’m holding several thousand shares because people have been wanting humanoid robots ever since before the Jetsons.
JPM now accepting cryto as collateral for loans.. hmm
JPM accepting BTC as collateral ... I'm sure that will be fine
Not completely sure. Apparently that crypto has to be deposited with a partner of JPM. So collecting might not be the issue.
Sure. [Just like UBS. ](https://economictimes.indiatimes.com/news/international/us/us-recession-probability-now-at-a-staggering-93-says-ubs-heres-what-you-need-to-track-warning-signs-in-markets-employment-trends-consumer-and-industrial-indicators-economists-views-aggregate-outlook/articleshow/124743123.cms?from=mdr)And [JPM](https://www.reuters.com/commentary/breakingviews/cockroaches-tend-crawl-out-credit-buffet-2025-10-17/). My take on that is [this.](https://www.reddit.com/r/wallstreetbets/comments/1odiqn4/comment/nkxg7s6/?context=3) I did not even know about UBS then. Also: It´s not her assessment. It´the benchmark they use for risk assessment that she is talking about. She admits in the piece, that she herself was bullish and turned around du to the simple accumulation of facts. What she does is a brilliant job in selling the news and strategizing.
sickens me to see absoulte morons talk like they got this figured out, you bet he pulled that $6 valuation out of his arse, then again so do most sell side analysts.... Flipping JPM and MS have a PT of $500 on cvna
Pretty sure JPM's public research lags its internal sector allocations.
JPM engineering exit liquidity
The 29th is part of the awareness campaign. Some people expect too much. Agreed. I don’t expect topline results. November 12 they’ll have face to face meetings during the JPM conference. No biotech hosts r&d days or pr’s the attendance of a JPM conference when the trail is failing.
Went with a grab bag of shit today with my whole paycheck MAGS, JPM, BLK, GS, OPEN, and some FRMI
Doesn't matter JPM will take ownership and gov will issue fiat stimmys
Why the eff have someone with a bit of reputation like Morgan Stanley shilling mf Cvna - JPM too… PT is $500, they put this out yesterday I don’t get it
I´ll just hide my little essay down here in the Daily. The Battle of The Bull Run - A Masterclass in Strategy I have come to believe, that a correction, led by a selloff of risk assets by major banks might be imminent. For some time now, Jamie Dimon of JPM has been harrassing and probing the rest of the financial industry [most famously with his cockroach comment.](https://edition.cnn.com/2025/10/16/business/jamie-dimon-us-economy-cockroaches) Overlooked by most he also hinted on JPM having to look closer on how it would grant loans - indicating a possible tightening of credit. For the most part the financial industry has strongly rebuked his assertion and we have heard nothing but stellar positions ever since. If Dimon was harassing, [Savita Subramanian was using an advance corps](https://www.youtube.com/watch?v=awxdfBu752I), when she said that BofA was no longer "constructive" on equities. On The Close she revealed that their benchmark for the index right now is "a hair" away from triggering them to sell. It should be noted, that those "triggers" most likely include conditions revealed by government data and right when they get this close, all sensors in that area have gone dark. An example of how this type of assessment is used in the military[ is this beautiful piece.](https://en.wikipedia.org/wiki/Able_Archer_83) The reason, why I don´t believe these are just meant to cover their behinds in case something unforseen happens, but moves, hiding their true positions and intention is obvious: Both of these public stances could have easily spooked retail investors and caused at rout in the market for a bit. If these personalities still usher them they are prepared for that event and have taken defensive positions, allowing them to come out on top of it. An advance corps in the military is used to mask ones own movements and intentions, forcing the opponent to consolidate their forces and drawing them to a prepared area where the full force behind the advance corps has a favourible position. Savita Subramanian´s move puts other banks on the spot. She signals clearly that her bank is ready to sell - and that she might be willing to trigger the event if the last piece of the puzzle fits. At the very least she won´t support the markets, if they start slipping. With Dimon already having indicated that he is not afraid of a market rout either, any bank staying overly optimistic on the stock market risks being caught off guard. She wants to force them to show their hand and - if possible - get another bank to make the move she considers likely unavoidable now. Once the selling starts JPM and BofA won´t just be ready. They have strategized this battle through and they will come out of it with another fortune made. And if anyone starts looking for a scapegoat it will be found in the bank that sold first, because it couldn´t hedge in time, or the bank that was to optimistic and ran over the cliff without hitting the breaks. Looking at you, Goldilocks! We can assume they have taken their positions. We know, they aren´t selling yet. So there is no guarantee a battle will commence. But I believe any bank with a risk management worth 50 cent will start sending out warnings immediately and taking defensive positions to protect themselves. Someone will be left without a chair and have to sell first. And then the bloodbath begins. The rules for us little retailers remain the same as always. When the elephants dance, the mice better hide. Personally, I have sold the shares of a fund that is most exposed to Nvidia and Tesla. If nothing happens I just lose a bit of gains from the ever rising Indices, which will be set off by the fact that my profit from the sale will converge with losses from agressive action earlier this year. If I am right, the cash will be handy to do what we always do: Buy the fucking dip.
Cvna is based u JPM, Citi and the big banks, they will have their $500 by hook or crook….
1) no 2) no 3) I've beat the market 5 years in a row, here's my strategy: I keep around 4-5 stocks in my portfolio including VOO - the goal is to pick the stocks that are bringing up the S&P 500 while using $VOO as a hedge. I usually invest only in mega/large caps with there sometimes being a rare exception. I rebalance or switch stocks 1 or 2 times a year but not limited to that My portfolio usually looks something like this 40% VOO - 15% GOOG - 15% JPM - 15% NVDA - 15% MSFT
Day 32 holding a piece of shit stock called JPM.
Yes, it's the gold/silver bullion market, which is heavily manipulated. By HSBC, JPM and the like (the bullion banks/mafia).
\>FED FLOATS PLAN WITH MUCH SMALLER CAPITAL HIKES FOR BIG BANKS Can JPM go up now please.
When it comes to “timing” something, I’ve transitioned to buying calls next trading window after earnings on a company that had a great earnings call with 1-3 mixed signals. Did this with $JPM last week and with $PM today and made a 4% spread with ITM calls. I might repeat this with $TXN tomorrow. Look for an earnings dip and average into in the money calls at least 2 months out. If it’s more of a speculative company with lacking fundamentals and growth prospects, consider selling puts or buying shares instead of options.
Bc JPM owns reddit and they censor shit that makes them lose money
The underlying gold market is heavily manipulated by institutions (bullion "mafia" - big banks like HSBC or JPM). You obviously have no idea what you're playing with. The only way for retail to consistently benefit, is to play long term (>1 year) and start at a trough, not at a local peak.
AI and Tech are carrying the market. "AI related stocks have accounted for 75% of the S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022." - Michael Cembalest, JPM "
Then don’t trade with such risk? Lmao what a comment. With over 26M active accounts ranging from 0DTE degens to normal traders no broker can account for everyone. If people are trading so exposed where a single trade will make them declare bankruptcy, they need to reevaluate. Regular investors likely weren’t stressing over this, degens with their life savings, grandma’s trust fund and 401Ks on the line are doing the same shit aws failure or not. I have a buddy who’s an engineer for JPM, he mentioned that if their server provider had a blackout they’d be fucked as well. It’s an unfortunate reality that most corporations have the minimal requirement for infrastructure allowing for most cost efficiency. My company was a fine example of that today as well
**The early start of earnings season in October for the 3rd quarter of 2025, the reporting companies are beating revenues and earnings causing the stock market to rise in these sectors.** Example, Pepsi, Coke, Delta Arilines, Wells Fargo, JPM, Goldman Sachs, Blackock, Citibank, Bank of America, Morgan Stanley, Taiwan Semiconductor, Charles Schwab, USB, American Express all beat erevenue and earnings estimates for 3rd quarter and gave good outlooks for 2026. US Companies have revenue and profit growth. US GDP at 3.8% no recession, unemployment still low at 4.2%, inflation under control at 3.0%. Large capital growth for Ai and data centers. The ecomony is not great for the lower half of the demographics, poor working class. But the ecomony is good for high tech, finance and the upper middle class & rich people >$250,000 earnings per year. **These people buy most of the stocks and are driving the ecomony forward.** It's a split economy between demographic groups.
You have no clue what you are talking about... "AI related stocks have accounted for 75% of the S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022." - Michael Cembalest, JPM"
I'm just waiting for JPM to issue a stark warning for specific people. That would be super helpful.
Federal government -> Investment Banks -> Non Bank Investment Corporations -> businesses that are posted on the stock market. Like JPM and Bank of America loans money to Blackrock, State street and Vanguard. Those NBIC invest in NVIDIA, OpenAI, Intel, Coreweave, Nebius, etc. And then we invest in those companies. Higher priced stocks with lower quality companies. Like many have said, most aren't profitable. A lot of insider selling going on for a reason.
OP: Are you talking about the credit market fears started by JPM comments and Zion? You can see some of the fear there in XLF. Don't think it's bad enough to cause a gold selloff (yet?)--that's likely just profit taking IMO.
Five largest positions by weight are AMD (+106%), MSFT (+96%), PANW (+53%), JPM (+186%), and V (+103%). Stocks I somewhat recently initiated small positions in include BA, NKE, and ISRG. What I am interested to watch are how my shares Of DD and HON perform once both companies split out their subsidiaries into publicly traded companies.
Regional bank failures are not that rare. There have been 563 regional bank failures since 2001. As long as JPM is okay, the market won't care.
No, it's going down. JPM is a buy at $270. I wouldn't buy HOOD until March. Too risky.
Dimon doesnt know anything about anything aside from milking JPM for a big paycheck.
my luck with earnings play is so shit. Bought 1 JPM call before their earnings and that shit tanked with the market, skipped AXP and they soar
maybe the credit cockroaches are contained within JPM?
From the barrel of fish I have selected JPM to buy calls into. Wish me luck, I’ll be banned next week.
haha, rotation from JPM and GS into visa and mastercard... classic.
Regional banks don’t matter, they will just get bought out by JPM if they fail
Actually a couple of financial institutions caught in at least three cases of alleged fraud. Add to the mix that Dimon insinuated more to come and that JPM might tighten it´s loaning.
I saw a movie where a guy was on stage praising how great a bank was while their share price plummetted into a collapse. What was the name of that movie again? Never mind. I don´t believe JPM or such are directly at risk. But if there is a cesspool of worthless loans rotting away in the financial industry it will not stop at the institutions which directly hold them. Personally up to now I would just put that up on the recession marker board as one more indicator. Fraud actually is one of those signs that the economy is going down. And while no one might be calling bingo yet, the number of red flags is pretty impressive. And yes: If fraud is rampant, the carpet under which to look is usually the one, that looks completely disconnected from all the dirt around it. Again: I don´t see a great financial crisis yet. But I do remember that the Eurozone advised their banks a couple of months ago to have a reality check on their exposure to shadow banks. So there may be a shark out there in the water.
You can easily feel better by looking at reality: * If there was an actual crisis you'd see stress in credit markets. * You can look at balance sheets and charge offs / loss provisions of the megabanks. They look terrific. Even JPM with the big Tricolor bankruptcy still had amazing 16% EPS growth.
Even better. Buy the financial fortress with cash ready to scoop up the competition like JPM.
He has been a 🌈🐻 who benefits from the failure of banks since JPM can pick up the assets at pennies on the dollar.
There are fears that lending standards got too lax, and regional banks are seen as less disciplined (not necessarily true as JPM itself got exposed to the Tricolor fiasco).
JPM just lost a shit ton of money on subprime car loans by being stupid, so he wants us to think banks are being stupid too so that they look slightly less stupid in comparison
i expect JPM to get even bigger, buying them out at a discount (with a Gov. safety backstop.)
JPM also just announced that private credit markets are rife with bad lending and everyday companies are super over-levered on fake credit. I'm a UUUU believer but it's going to be a long game
Look up support and resistance levels… Watch SPX move on longer time frames and you start to see key inflection points where price either rejects and sells off or bounces and is bought up. If you chart these over time you can see it’s not (that) random… frequently the levels line up with big round numbers or previous days/weeks highs or lows. The big funds put collars at these levels (read about JPM collar trade) and you can start to see momentum plays towards key levels and rejection/bounces more clearly. Often, it keeps me from panic selling the bottom or missing the top. Remember to zoom out to 30 minute or hour time-frames and look left.
But, private firm investment just began, JPM just announced 10b into stocks that fit this category. Google is dumping tons of money into making its own nuclear power. Blackrock invested in Energy fuels. Etc.
Dimon yesterday declared, JPM would revisit very carefully which loans to grant for the time being. That was before this broke.
Even in earning JPM addressed their subprime auto loss
JPM is a piece of shit.
JPM sub 300 has to be a safe parking lot... right? RIGHT?