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Lotus Technology Inc. American Depositary Shares
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A LOT of money is being burned trying to peg wti under 100. If no taco by 7:44pm tomorrow oil is going to rip to levels you've never seen and the treasury is going to be left gaping as they get squeezed.
If I think TACO happens before tomorrow / Tuesday night then what’s the play to make maximum gains. I don’t think oil comes down A LOT but I think the latest mango threat is actually a cover to negotiate a truce and wind down the conflict. don’t need it to be a weekly play looking for leverage and massive gains on news that strait reopens on some timeline.
And had you sat out on the market since Feb 2025 you would’ve missed out on a LOT of gains.
“Savings” being major cash outs of investments, 401, etc. I want a LOT of it buried in my backyard - like right now.
Iran was is a convenient cover for A LOT of things On that I am sure
i noticed a LOT of buy activity on a couple of tech stocks i watch (right at the end of the session on friday). so I think it'll be big green on monday. . .at least at the start
If you're implying that I think my posts will move the market, duh. This is a tiny thread where comments get 10s a view with a lot of doomers from r/politics with probably very little money is not going to move the market. However, I do think the people who do read will lose A LOT of money gambling with every little gyration up and down. That I am very confident in. And I think those people deserve a counter view from the dominant bearish narrative here.
I bet 🤣 im 18 and i got a LOT of regrets
for sure they knew. But as long they can claim deniability is all good. There is a lot of similar examples, for example in Turkey there's some companies near Iran border that import a LOT of stuff. Everyone knows what is the final destination, but as far as I know as a seller is that a company in Turkey is buying stuff that I am selling.
That article from Bloomberg was never substantiated and the journalists were never held accountable. No one ever produced the "spy chip". Of course, SMCI stock fell off a cliff back then. But I think that time it was a dirty trick to crush SMCI. It was unfair and irresponsible to publish that story without real evidence. Background, I've worked a lot with their products. Their pricing is great compared to Dell, and for orgs that need A LOT of servers, that makes them compelling. But this time, they F'd themselves. The will prompt their enterprise customers to evaluate supply-chain risk, not only because of espionage fears and doing business with crooks, but ALSO because they might not be around after another de-listing, and the consequent abandonment of customer support. IMHO there is NO WAY that SuperMicro, the company, is innocent here. One of the three guys that was arrested was a BOARD member and co-founder. It is unimaginable that his actions were invisible to all the CxO's in the company. 71 years old, net-worth in the 100's of millions, WTF! He could have been retired, living in a Mediterranean villa (or the California or Chinese equivalent). Instead he's going to spend his retirement in prison. What a fool! In my opinion this is pure greed and has very little to do with "loyalty" to the motherland.
I think Trump was upset that he didn't win the Nobel peace prize, so he decided if he can't win that, he'd rather win a war. He's essentially said this. He cares a LOT about being seen as a winner.
I reckon Japanese investors probably invested most/all of their money in Japan. Look at US based investors today, there are a LOT who just put 100% into SP500. Most Americans with 401(k)s are invested in target date funds. These are usually 55% US equities, 40% foreign, 5% bonds, or 35% US equity for funds near retirement. That's a considerable concentration. There is a very real risk that people that retired in the US earlier this year could face very bad sequence of return risk.
I mean I agree, those have absolutely hampered gains. But net 8.5% and 10.2% gains are not at all “poor performance”. Further, I’m against both of those decisions for A LOT of reasons, but it’s hard to play the “what if” game. We’ve been extremely over bought for a while, we wouldn’t likely seen some form of a drawback by now no matter what.
I think this is about as good of a take as any. > Here is the main reason of this stupid War. Chevron & Exxon said NO in January to Capex in Venezuela With $60 Oil. But just 24h after Iran War and especially with Oil at $100 a Long Queue of Big Oils is ready to please POTUS. The Plan is to endures Iran War at least for 1 year...The time needed for having Capex deployed in Venezuela. > EU like during RU-UA will now have no alternative to buy A LOT of Dollars to pay Oil from USA. Fix US Trade Balance via IR War. trump not worried about dollar going doing and he said "I can make the dollar go up and down like a yo-yo." And yesterday announced no intentions of oil export restrictions. If high oil prices were a concern they would be limiting exports like other countries. But they are not. They want higher oil prices and to export to countries affected by this war.
[OKAY WAIT A MINUTE GUYS READ THIS MANGU TWEET ](https://truthsocialapp.com/@%40realDonaldTrump/truth/truth_chip_20250427) HE LITERALLY SAYS THE DOG IS SMARTER THAN THE PEOPLE RUNNING THE COUNTRY Don T ""Look at this dog. his name is Chip. Incredible animal. Smart, loyal, doesn't take crap from anyone. Some people are saying he's AI… I don't know, maybe he is, maybe he isn't — but he's a LOT smarter than most of the people running our country right now, that I can tell you.""
Little book of valuation by aswath damoderan , one up in wallstreet by Peter lynch, intelligent investor (be warned this is not an easy read), securities analysts (an even denser read) both by Ben graham, the essays of Warren Buffett is also a good read though a bit all over the place (actually might be better to read a Buffett biography before you read these to have some context) If you want YouTube videos there’s a whole bunch Patrick Doyle made at the very beginning of his YouTube channel though they are a bit more trading focused Aswath damoderan has a great free lecture series on YouTube The main thing is jsut read a lot of books about the world, not jsut business. Read about biology and politics and economics and history. When I was in college I thought business was boring as hell and did other things, now that I’m older I see that there is a LOT of interconnected and really interesting stuff that meets up and intersects in the business world and it’s fascinating
yea but you're basically paying $5 for two slices which is A LOT since soda is nutritionless and basically costs nothing
P/E dropped to 12 during the slow economic period during 2022 so it has A LOT of room to fall. Companies spend 30-40% less on advertising during recessions.
not much [https://onemileatatime.com/insights/airline-award-ticket-cost/](https://onemileatatime.com/insights/airline-award-ticket-cost/) >Back in 2013, I shared some Star Alliance award ticket reimbursement rates that I had gotten my hands on. Here’s what those amounts look like, each for one-way travel on a single segment: >Singapore to Bangkok in Singapore Airlines business class costs \~$35 >Frankfurt to Vienna in Austrian business class costs \~$50 >Istanbul to Tokyo in Turkish business class costs \~$250 >Tokyo to Bangkok in Thai first class costs \~$250 >Vienna to Bangkok in Austrian business class costs \~$300 >Washington to Brussels in Brussels Airlines business class costs \~$300 >Warsaw to New York in LOT Polish business class costs \~$350 >New York to Tokyo in All Nippon Airways first class costs \~$450 >Los Angeles to Frankfurt in Lufthansa first class costs \~$1,000 obviously a bit old but probably still in the ballpark
I think this is about as good of a take as any. > Here is the main reason of this stupid War. Chevron & Exxon said NO in January to Capex in Venezuela With $60 Oil. But just 24h after Iran War and especially with Oil at $100 a Long Queue of Big Oils is ready to please POTUS. The Plan is to endures Iran War at least for 1 year...The time needed for having Capex deployed in Venezuela. > EU like during RU-UA will now have no alternative to buy A LOT of Dollars to pay Oil from USA. Fix US Trade Balance via IR War. > trump not worried about dollar going doing and he said "I can make the dollar go up and down like a yo-yo."
MMs have a LOT coming for them probably very soon
Don't forget aviation and 18 wheelers. And we seem to be using a LOT of jet fuel these days. Cuz war
So the dot-com boom was largely late 90's, which was fueled by enormous amounts of speculative investing on new companies and technologies, many of which blew up in people's faces. The reason that happened, though, was that in the 1980s, there was the era of early internet services that became immensely profitable. Compuserve, Sun Microsystems, Cisco, AOL, Microsoft all made massive amounts during this time. There were a lot of failures, but there were a LOT of huge successes. IBM almost missed the bus but still managed to capitalize on a lot of B2B items. And of course, every single other investor with free cash jumped into the market trying to be the next Microsoft in the 90s.
>Trump Administration won’t implement crude export ban, WTI surpasses $100 on the news ✅️ TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY Oops you leaked the true goal of the war
A LOT of you all got bol trapped and it shows https://preview.redd.it/b65wsn8060qg1.png?width=190&format=png&auto=webp&s=3884679929505ce944a76ef2451727822bb1cd01
A LOT of people have credit card debt. So it’s not surprising that they’re still spending.
I bought 665P this past Friday because I knew FOMC would tank the SPY. What I did not know was these greedy MM's would PUMP SPY BEFORE DUMPIN SPY so it completely ruined my profits and I barely made it out with 50% of my original value. THANKS A LOT, MM's.
Excellent questions. I'm 59 years old, started trading and investing when I was 24, that's 36 years! Here's my journey Swing traded stocks and currency futures for 5 years - Couldn't day trade because the internet didn't even exist! Learned A LOT from Dennis Gartman (The Gartman Letter, would arrive by fax at 7 am), his analysis was brilliant and actionable Phase 2- day trading. This was my opportunity to really put my capital to work, trades that took 4-10 days now took 6-30 minutes! My day trading phase lasted about 16 years, and I loved every day of it.. Until I didn't It wasn't losses or a bad year (although I had plenty of those, just like any trader) it was pure exhaustion. For 16 years I ate breakfast and lunch at the computer, would time my bathroom breaks in "candles" .. I'd burn through keyboards every 3 months due to food and coffee spilage, would kill a headset at least every month, forgetting to take it off when I got up (they were wired back then) Phas 3 - where I am now 30% long term positions, stuff I look at 2-3 times a year 30% Swing trading / position trading, trades last 1 week to 6 months 20% Active trades 1 wk ish... 20% Cash, because there's always an opportunity that I may want to jump into Some think the day trading was high risk, but in reality, if done right, the risk is contained. For years I traded with an account that was less than 50K.. It's a matter of knowing and quatifying your daily loss alocation, and daily profit target, and sticking to the rules. The middle range, i.e the active and swing trades actually take a considerable amount of work, Day trading was long hours, but I only ever traded 2 instruments Swing trading requires some research and chart work, I have automated everything, (not the execution), but the research, the scan, the analysis... so what used to take 20-30 minutes per ticker, I can not do in 5-10 minutes for my entire watch list. Who here remembers Dennis Gartman and the Gartman letter?
[Funner fact: It contains a LOT of incredible performances](https://www.youtube.com/watch?v=3nJ7ooRYIO8)
The current AI race to the top reminds me A LOT of internet stocks of the late 1990's All the nay sayers who thought the internet was a fad and couldn't understand Amazon's business model IMHO just like yr 2000, the quick to market, all flash no substance AI co's... will get decimated, think [Pets.com](http://Pets.com) and the winners Anthropic, OpenAI, Palantir, hwill create the next generation of wealth, think AMZN in 1999
Depends on use case. Openclaw uses a LOT of tokens so people are distributing the clerical work to local LLMs and the actual agent actions to Claude, Gemini, etc
I got my cost average down to about 1.50 after averaging down A LOT over the years… at its current price it’s 68% of my portfolio. Anyone could easily argue it’s far too much exposure in a single stock. They’re probably not wrong but I will see this through. Home buying sucks. I sold my home through them as well. The process was great, and I have no doubt it will continue to get better.
I do both. I have saved $2400 for emergency cremation fund...MIND YOUR BUSINESS. And I spend them all the time. Mostly tips. A LOT go to my tattoo artist(thank you for sending me this) Jefferson for the Win!!!! https://preview.redd.it/e3kbuqrd3opg1.jpeg?width=4080&format=pjpg&auto=webp&s=85071b88dedaccfa10cfd5a381b68843a4992007
I work at Wendy’s cause I’ll be bored at home. I’m profitable YoY with my trades and beat the market by a LOT. That’s all that matters to me lol.
I heard semis can carry a LOT OF OiL. so we use a LOT Of those semis. shouldn't cost too much get good mileage semis
My moves tomorrow: Make A LOT of money on SPY calls and make A LOT of fun of A LOT of bears
betting on that one orange guy to be an idiot in various ways has made people a LOT of money the last decade lol
(🥭 voice) I lost… a LOT of money today. Yes no one loses money the way I do it.
Setup. 8 months ago. >TRUMP: EVERYONE, KEEP OIL PRICES DOWN. I’M WATCHING! YOU’RE PLAYING RIGHT INTO THE HANDS OF THE ENEMY. DON’T DO IT! Knock down. >TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY
Good luck to y’all at Open T Minus 1 minute A LOT of $$$ to made in the opening action!!
Good luck to y’all at Open T Minus 1 minute A LOT of $$$ to made in the opening action!!
Gonna be a LOT of money to be made! It’s been pretty predictable the last 3 Sundays A lot of $$$ to be made
100% this is playing a larger role than people seem to acknowledge. Between payroll contributions and employer matches, most 150k+ earners are putting in 3k-6k monthly, largely into index funds. Roughly, that's 34-68 billion entering the market monthly (assuming 15 million workers earning 150k at 75% participation, not factoring any other income level contributions). That's a very rough estimate with some quick googling, but I think it's pretty obvious that a LOT of money is constantly entering the market. The time bomb is if the high paying industries get too greedy and cut too many white collar, high paying jobs, due to AI. The spigot slows and the constant rebounds aren't so reliable. May not end up an issue but it's something that should be considered.
Problem is it's not just a cult. People keep acting like republicans are all in a cult. The nazis weren't a cult. A LOT of these people are very happy with all this chaos, because they want to control women and are extremely racist, which makes their personal suffering worthwhile. A few are in a cult yes but let's not act like we dont have a serious, serious republican problem. Allllllll the people who could stop him but wont. There's millions of them. And then there's the millions who are just living in a fog and don't care about any of this, just breeding and walking around indifferent.
China, India, Japan, ect., must have put a LOT of pressure on Iran if they are allowing shipping to resume. The other day it was their stated goal to create chaos and drive up global oil prices.
To be fair, we lost A LOT of daily bol posters this week. They probably doubled down thinking it couldn’t be red 5 months in a row.
Me after crashing my wife's car while drunk: "Well, the people who depend on that car should fix it, and I will help -- A LOT!"
but the Countries of the World that receive Oil through the Hormuz Strait must take care of that passage, and we will help — A LOT! The U.S. will also coordinate with those Countries so that everything goes quickly, smoothly, and well. This should have always been a team effort, and now it will be — It will bring the World together toward Harmony, Security, and Everlasting Peace!
“The Countries of the World that receive Oil through the Hormoooz 🌈 must take care of that passage, and we will help — A LOT!” Gee, thanks 🥭
The United States of America has beaten and completely decimated Iran, both Militarily, Economically, and in every other way, but the Countries of the World that receive Oil through the Hormuz Strait must take care of that passage, and we will help — A LOT! The U.S. will also coordinate with those Countries so that everything goes quickly, smoothly, and well. This should have always been a team effort, and now it will be — It will bring the World together toward Harmony, Security, and Everlasting Peace
Trump’s latest post from a few min ago. > The United States of America has beaten and completely decimated Iran, both Militarily, Economically, and in every other way, **but the Countries of the World that receive Oil through the Hormuz Strait must take care of that passage, and we will help — A LOT!** The U.S. will also coordinate with those Countries so that everything goes quickly, smoothly, and well. **This should have always been a team effort, and now it will be** — It will bring the World together toward Harmony, Security, and Everlasting Peace! President DONALD J. TRUMP Trump, Israel, and the Gulf monarchs are used to sending other people to die for them. Trump thinks the Irani people, the Kurds, and now the entire world at large is going to help with this garbage war. But it’s not going to happen. American troops should find legal means to refuse to serve, and they should send the IDF through the Strait.
The United States of America has beaten and completely decimated Iran, both Militarily, Economically, and in every other way, but the Countries of the World that receive Oil through the Hormuz Strait must take care of that passage, and we will help — A LOT! The U.S. will also coordinate with those Countries so that everything goes quickly, smoothly, and well. This should have always been a team effort, and now it will be — It will bring the World together toward Harmony, Security, and Everlasting Peace! President DONALD J. TRUMP
everything is a LOT different now than anytime in the past. Trump hasn't been going around trying to make friends this past year it all centers on "Corporate Profits". They remain high, stocks remain high. https://fred.stlouisfed.org/series/CP
I'm not convinced we could take control over the coastline- That's a LOT of coastline- and the missiles are coming from so far in anyways. Mines can be dropped from planes. I really don't understand what this move is.
This take is trash... > are calling AI is not AI. Agree or disagree with the spirit of the nomenclature, LLMs are under a broader umbrella of AI. Hell, simple linear regression can fall under 'AI'. This has been the case for many decades. They are LLMs, and LLMs are not the pathway to AGI. Well AGI has no firm definition, but putting that aside. So tf what? No one cares about AGI. You don't need AGI to automate en mass. Also, theybare not all LLMs. > this is why they can't generate anything new, they're essentially recycling material over and over again ...this is exactly how humans generate new ideas. They take existing concepts, identify patterns, discard the useless ones, keep the good ones, rearrange them into new combinations. > by calling it AI it gives META, Microsoft, Oracle, Alphabet etc A LOT of free marketing. The free marketing essentially pumps the stock This has got to be the dumbest thing I've heard all week. > Thank you for coming to my TED talk. I've seen some bad TED talks, but Jesus.
Friendly reminder that what the wannabe tech oligarchs are calling AI is not AI. They are LLMs, and LLMs are not the pathway to AGI. LLMs to give you a visual is the snake eating its own tail - this is why they can't generate anything new, they're essentially recycling material over and over again e.g. the video Darth Vader fighting Deadpool. The reason why they're calling it AI is because all of us have grown up in a world with Sci-Fi heavily using AI in those stories - by calling it AI it gives META, Microsoft, Oracle, Alphabet etc A LOT of free marketing.
>THE U.S. DEBT CRISIS IS SET TO REACH UNPRECEDENTED LEVELS >TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY >TRUMP: POWELL SHOULD BE DROPPING RATES IMMEDIATELY This is a stealth default
A down year won't provide a discount unless it's down a LOT
they should be A LOT LESS aligned than they are even up to this point. They threatened Denmark pulled out so much support for Ukraine and sanctioned your asses over the most trivial matters. Yet still France and UK are sending their fleets and stand behind the USA and Israel
> Some will end up surviving and the rest will die out with lack of funding to keep the pace. And this is Standard Operating Procedure for most of these "new thingies". This whole century (OK, "so far") has been one discovery after another of the "solution looking for a problem" type. Even the dot-com thingie was a natural consequence of *"What can we do with this new internet thingamabob?"* We went through that phase with blockchain -- *"This new thingie seems cool, I wonder what we can do with it."* So far, it seem like that one may \*still\* be looking for a problem to solve. We're currently in that mode with AI, frankly -- *"This new thingie seems cool, I wonder what we can do with it."* Some applications of the technology will probably work, but a LOT MORE WILL FAIL before a sustainable solution finds its problem.
Futures FUCKIN BUMPIN A LOT LMFAO
They do a LOT. Investment bank, owns some businesses outright, provides liquidation services for bankrupt companies, helps companies IPO… they are diverse in holdings and revenue streams.
LNG is used as a fertilizer precursor, like a LOT, so we are doubly screwed.
I think the US Navy trying to escort ships in a world of un-manned drones is a bearish indicator. Or, we are going to be flying escorts and using A LOT of oil...
It's not, but Stryker is a big one. They use a LOT of the equipment and robotics, and do lean heavily for things like implants. Medical implants aren't 1:1, either. I can't swap out the Stryker knee I was planning to use with a competing model without startign the whole thing from scratch: new imaging, new surgical plan, new supply trays. The problem isn't that these surgeries can't happen now, the problem is that they're going to have to be delayed, and that delay means lost revenue that SGRY can't afford.
Mango: STOPPING IRAN IS GREATER INTEREST TO ME THAN OIL PRICES MORE IMPORTANT TO ME IRAN IS STOPPED THAN HIGH OIL PRICE WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY US MAKES A LOT OF MONEY WHEN OIL PRICES GO UP. Lmfao
A lot of it is just blind anti Trump hate. He could cure cancer and people here would say he's bankrupting pharma. It ends up being a boy who cried wolf situation, so regular people become desensitized to all of it. Hence why Trump can get away with a LOT of bullshit that other people can't. Not to mention reddit's design inherently creates echo chambers (hence the shock when Bernie lost both primaries and shock when Harris lost)
>u/MasterElite1 11 points 9 days ago >Some of you think your governments wouldn't engineer a middle east war to spike energy and fix their books. They would ✅️ TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY
> THE UNITED STATES IS THE LARGEST OIL PRODUCER IN THE WORLD, BY FAR, SO WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY. BUT, OF FAR GREATER INTEREST AND IMPORTANCE TO ME, AS PRESIDENT, IS STOPING AN EVIL EMPIRE, IRAN, FROM HAVING NUCLEAR WEAPONS, AND DESTROYING THE MIDDLE EAST AND, INDEED, THE WORLD. I WON’T EVER LET THAT HAPPEN! THANK YOU FOR YOUR ATTENTION TO THIS MATTER. PRESIDENT DONALD J. TRUMP Now he’s claiming rising oil prices are a *good* thing. I also appreciate the royal we lol.
>TRUMP: WHEN OIL PRICES GO UP, WE MAKE A LOT OF MONEY They're devaluing their debt and debasing your currency. Gold should be printing a god candle.
Ok chart starting to look a LOT like Sunday
Mind sharing a source? Regardless, their efforts to drive down the price of oil is one of the stupidest, most short sighted aspects of this entire debacle. And that's really saying a LOT
It's kinda become my preferred method of investing. But I usually pick longer leaps. And I've learned NOT to be greedy (that is a LOT harder than you think)! Get a 20% gain fairly quickly? Gone. If it takes a while to gain that 20% or more? That's OK...I got time. There will be plenty of chances to buy back in. And I only buy calls. I don't have a mind for puts.
BITCH ASS BEARS lmfao TALKED A LOT OF SHIT but got V'D THE FUCK UP THEIR UGLY ASS MANY TIMES lmao AGAIN lmao
What do you want us to do? We've protested, and been killed for it. One political party has been literally hijacked by Trump's cult of personality, and they are actively working against American interests, because Trump wants them to. Now they are actively working against free and fair elections by trying to make it more difficult for married women to vote. To top it off, we can't even protest for an extended length of time for fear of losing our jobs, and our health insurance is tied to our jobs, which again, is thanks to Republicans that refuse to give us some kind of universal healthcare option like the rest of the world has. I assure you, this is 100% by design. The Republican party is very, very good at tricking US Citizens (the idiots, at least, and we have a LOT of idiots here) into thinking that they are helping Americans.
That.... oh my... that is A LOT of wendys.
Oh the reason I made this comment is because I saw a LOT of complaining about how fuel didn't reflect the cold in January. And well...it didn't because of how it's flimsily calculated. The very odd thing here is that for now, I expect March to be a slight move lower on headline numbers based on what you're seeing from the Cleveland Fed.
>there is a reason to be pessimistic What I’ve learned in the last 30 years is that in every asymmetrical warfare fight, ALWAYS give the “weaker” enemy a LOT of respect, and bug the fuck out of the “stronger” side to justify their cocky overconfidence with details and make them enumerate their exact parameters for success, because in a vague fight over vague concepts, people fighting for their homeland will always outlast costly foreign invasions.
That’s nice, bud. Put the fries in the bag, your mother and I don’t have all day. Make sure you pick your sister up from her practice after your shift. You don’t get to be head of the Wendy’s dumpster crew without a LOT of tryouts.
93 billion is a LOT, I want to see an actual breakdown of what all was bought and how it could possibly add up to such a large sum
A LOT more. And I did get a few good stock tips from them.
Reevaluate your strategy. Learn how to analyze the charts and candles. Some people call is BS but it's not. Algos are programmed to buy at support and sell at resistance. When they break through it will go down or up. I lost A LOT more than you before I started to get serious about learning and not trade on emotion. Also, always take profit!!!
Brother those slow moving drones don’t stand a chance vs the active aegis spy radar. It’s not like the ground based radars these drones can fly under, and can probably pick them up as far out as 20km with good los. That is a massive engagement window for like 4 layers of defense from sm-2 missiles down to the cwis. At 20kw the 8in cannon probably has enough time to get a direct hit lol If they sent like 20 or 30 at once then maybe one slips through. They would need to do A LOT to overwhelm the air defense umbrella of 2 Burke class DDGs
This fuck tom lee owes me a LOT of money
our export and imports are down 5-10% from Canada what a impact. Meanwhile we expand our influence across the Western Hemisphere and take out China's allies. I would love for you to back up China being ahead in semis when any search I do shows they are years, some even say decade long gap behind Taiwan It is undeniable the US is the current dominant player of the global economy, we are THE reserve currency. It will take a LOT more to take that away
True - political partisanship has lost people a LOT of money during the past year. Definitely happens on both ends as well, but certainly seems worse for the anti Trump crowd
I work in supply chain and I’m seeing A LOT of force majeures. Reason why I went into oil. I don’t see what the US is saying to reality. When will the market catch it though?
Gang, I’ve pretty much given you a LOT if you think about it. Think macro perspective, the whole picture. Then zone in and pick your favourite, create your why (thesis) and balls to the wall send it. This is r/wallstreetbets after all NFA GL fellow Regard
The bounce actually makes sense if you think about it from a positioning standpoint. When crude hit $120, a LOT of people were already positioned short equities as a hedge. When oil pulled back to $92, those shorts got squeezed hard and the covering is what's driving the equity bounce - not genuine buying. The real question is whether this is just a relief rally or a genuine shift. My read: oil at $92 is still historically elevated and will keep pressure on margins, especially for airlines, consumer discretionary, and logistics. The market is probably getting ahead of itself pricing in a quick war resolution. Staying cautious here. Not chasing this bounce.
He gives a LOT of fucks. He sits and watches the market all day I guarantee you. That and midterms coming up, dude knows Iran is trying to eat his lunch
Many are anchored but if you've ever been on a tanker you'd know that those ships spend a LOT of time at anchor all the time (sometimes weeks). If anything the disruptions are for getting in to the ports to load/unload because when you are at the dock you are a sitting duck (Like how the Stena tanker got hit last week) compared to at anchor where your exact position can be slightly different even from wind speed (a few meters matter when the missle is location set rather than a drone)
#I saw “thank God I went all cash” a LOT this weekend 😂 😂 🫵🫵👏👏
Reading isn't your strong suit I guess. Again, drown out the noise from all angles. I do not have a pro Trump bias, I have a pro money bias. I've been critical of Trump a million times on here. The only thing I care about in this context is what is going to make me the most money. Political bias in general has lead to many people losing a LOT of money. I suggest ignoring the bullshit political rage bait entirely
You my friend, have absolutely no idea what are you talking about. Ramping up production takes A LOT OF TIME. Buying Russian oil is counterproductive for most of the world. The pipeline output is way too low to move the volumes required, not to mention it can be targeted as easily as the oil fields, refineries and depots that were hit so far.
When were consumer inflation expectations gathered? Because I feel like they would've increased A LOT over the last few days
You're not wrong but that has A LOT more potential all by itself. Thankfully I feel all those prognosticators undervalue one thing, how buddy buddy China and America are in reality. Both are totally happy to saber rattle, but US is Chinas #1 trade partner, and #3 for US. And that's not including the US trading with lots of asia-pacific countries that have tons of ties to China themselves.
US equity market holds nearly 50% of global market value, while European exchanges (collectively) hold about 11%. It’s a LOT more exciting to invest in the US, because the market is massive. That makes it a lot more attractive to investors because there are a hell of a lot more opportunities. There are also cultural elements.
There is a LOT of wind atm, oil alone is just ripping the market a new a\*\*hole. That said, lot of vol out there means short term strategies will reign king. Cant hurt doing some mean reversion / dip buying of super high conviction plays / stuff you dont mind holding for years.
Warren Buffet moved Billions right before the war. Should have known something was up. But the world elites and will buy buy buy during the slaughter and make a LOT.