USA Stocks discussion - Part 3

[wutawa]

I am also confident that the S&P500 will be green this year and I hold a lot more S&P500 than NKE .

Since NVDA is one of the top 10 components of S&P500, happy for it to continue to go up.

I have no idea how to value ETHA, furthermore, I don't see consumers losing confidence in domestic consumption and deciding to buy ETHA instead of shoes, playstations, TVs and cars?

Sry, I tot u were comparing trade and profit instead of consumers' preferences. I don't have any retail stocks to compare with your Nike.

 

[limster]

Sry, I tot u were comparing trade and profit instead of consumers' preferences. I don't have any retail stocks to compare with your Nike.

I was more replying his post that said short consumer stocks.

Reminds me of uncle168 but less funny. Uncle168 was a permabear who everyday post crash crash crash.

But I am interested to know, if he thinks market is going to crash, short consumer stock, what sort of positions is he actually taking and what is he shorting? Is he actually following the article's advice and shorting consumer stocks or just talk only?

If got opportunity, I also want to learn how to short stocks, for knowledge purposes. I'm still assuming long term on average, stocks go up, so long is better

 

[ctan84]

I was more replying his post that said short consumer stocks.

Reminds me of uncle168 but less funny. Uncle168 was a permabear who everyday post crash crash crash.

But I am interested to know, if he thinks market is going to crash, short consumer stock, what sort of positions is he actually taking and what is he shorting? Is he actually following the article's advice and shorting consumer stocks or just talk only?

If got opportunity, I also want to learn how to short stocks, for knowledge purposes. I'm still assuming long term on average, stocks go up, so long is better

I think he has low to no cash positions. He has some investments via OA, that's all.

 

[DevilPlate]

I was more replying his post that said short consumer stocks.

Reminds me of uncle168 but less funny. Uncle168 was a permabear who everyday post crash crash crash.

But I am interested to know, if he thinks market is going to crash, short consumer stock, what sort of positions is he actually taking and what is he shorting? Is he actually following the article's advice and shorting consumer stocks or just talk only?

If got opportunity, I also want to learn how to short stocks, for knowledge purposes. I'm still assuming long term on average, stocks go up, so long is better

List of inverse etf…..but don’t have inverse XLY
https://www.forbes.com/advisor/investing/best-inverse-etfs/

i actually hold some XLY….shd i sell whahaha

 

[stanlawj]

Bull market!!

 

[stanlawj]

I was more replying his post that said short consumer stocks.

Reminds me of uncle168 but less funny. Uncle168 was a permabear who everyday post crash crash crash.

But I am interested to know, if he thinks market is going to crash, short consumer stock, what sort of positions is he actually taking and what is he shorting? Is he actually following the article's advice and shorting consumer stocks or just talk only?

If got opportunity, I also want to learn how to short stocks, for knowledge purposes. I'm still assuming long term on average, stocks go up, so long is better

The short consumer stock trade is already late.
The shortists (Goldman, hedge funds) already started shorting them long time ago.
Now they are just waiting for more ppl (retail specifically) to sell out and crash it more. Then the shortists can close out their shorts and make a handsome profit. Whatever Goldman publishes is to assist themselves to make money on their positioning (under Asset & Wealth Management category).

https://finance.yahoo.com/news/gold...ll-street-rebound-113043583.html?guccounter=1

Goldman profits surge 150% from year ago on Wall Street rebound​

https://www.reuters.com/business/fi...underwriting-fixed-income-trading-2024-07-15/

Goldman Sachs profit tops estimates​

 

[limster]

The short consumer stock trade is already late.
The shortists (Goldman, hedge funds) already started shorting them long time ago.
Now they are just waiting for more ppl (retail specifically) to sell out and crash it more. Then the shortists can close out their shorts and make a handsome profit. Whatever Goldman publishes is to assist themselves to make money on their positioning (under Asset & Wealth Management category).

So your post won't help anyone here make money, because its too late? Then its like those bloggers who post articles about buying a stock only after the price rise.... or like Adam Khoo post above when he wait for market to rebound then said 'told you so'. Why didn't he tell everyone to buy the dip?

 

[sohguanh]

So your post won't help anyone here make money, because its too late? Then its like those bloggers who post articles about buying a stock only after the price rise.... or like Adam Khoo post above when he wait for market to rebound then said 'told you so'. Why didn't he tell everyone to buy the dip?

Maybe he is buying the dip but worry too many ppl follow him? Buy enough then release info can buy liao. Then he sell to them. Isn't this strategy what a lot of fund houses doing? That is how they earn retail investor monies as in this game there must always be a buyer and a seller to transact.

 

[limster]

Maybe he is buying the dip but worry too many ppl follow him? Buy enough then release info can buy liao. Then he sell to them. Isn't this strategy what a lot of fund houses doing? That is how they earn retail investor monies as in this game there must always be a buyer and a seller to transact.

I think your suspicions may be justified. There may be some here that do the trade first, and then post about it, because they think they can profit from people jumping in later, which is why they never share their trades.

But maybe they give MM/SSI too much credit, as if investors here can move the market. Thats why I got no problems sharing. Whether you copy me buying NKE and try to short NKE, my tiny position has no effect on the market

Or actually there is a simpler explanation. by not sharing their trades earlier, they can hide their losing trades and only show their winning trades after the price go up. As for me, my NKE can go up or crash, my losses are therefore everyone to see

 

[stanlawj]

So your post won't help anyone here make money, because its too late? Then its like those bloggers who post articles about buying a stock only after the price rise.... or like Adam Khoo post above when he wait for market to rebound then said 'told you so'. Why didn't he tell everyone to buy the dip?

Nike is a buy as you said, but only if you have the ability to hold through their downturn/downcycle until they recover.
The one of the main things about playing the stock market is to know the positioning of other players opposing you and assess the depth of the correction, then take a position against the consensus when the probability is in your favour.

Another example: Hedge funds now are shorting the commodities complex, but it doesn't mean it's time to buy yet. But the buy point will be a great entry point when it comes.

 

[d9_lives]

Can we have a mini game?
Pick just 1 stock then we compare the perf. from 12 aug till end 2024.

 

[twosix]

The 1st 2 columns, in layman's terms, sum up what caused the situation 2 weeks ago.

From ST:

 

[limster]

Wow US market can earn money, after a few days $200 profit become $1200 profit. Of course only paper profit which could disappear anytime unless I actually press sell.....

if I didn't sell my PLTR but instead bought more, maybe I could be making even more money. But like I said, I know what is Nike, I have no idea what is PLTR as I don't use haircare products, so I prefer to buy what I know.

 

[stanlawj]

Wow US market can earn money, after a few days $200 profit become $1200 profit. Of course only paper profit which could disappear anytime unless I actually press sell.....

if I didn't sell my PLTR but instead bought more, maybe I could be making even more money. But like I said, I know what is Nike, I have no idea what is PLTR as I don't use haircare products, so I prefer to buy what I know.

Cheh....now only you know? That's how those traders make money. Hit and run.
But then the traders have to keep repeating this hundreds to thousands of times in a year.
The lazier way is to buy a big position and just wait for it to increase by $50k to $100k over the year.

 

[d9_lives]

if I didn't sell my PLTR but instead bought more, maybe I could be making even more money. But like I said, I know what is Nike, I have no idea what is PLTR as I don't use haircare products, so I prefer to buy what I know.

Recently, PLTR shook hands with Oracle, Wendy's and Microsoft.
Everyone needs Karp's hair products!

When the bears came out in full force to s.hit on PLTR, I bought more.
>300k (200k still unrealized) in profit so far.

You don't have to understand, just buy moar and join me in the 1st class of the gain train.

 

[limster]

thanks for all the advice, I am still learning about trading. Currently I am only a buy and hold investor, holding period is forever, just collect dividends to pay for my expenses

 

[final1]

The 1st 2 columns, in layman's terms, sum up what caused the situation 2 weeks ago.

From ST:

actually, its just copy and paste from bloomberg. Not really ST.
ST doesnt know heads or tails what it is about more likely.

 

[twosix]

actually, its just copy and paste from bloomberg. Not really ST.
ST doesnt know heads or tails what it is about more likely.

Didn't matter. Anyone in the market should know what is happeneing.

 

[final1]

Didn't matter. Anyone in the market should know what is happeneing.

If you mean that all people who participate in the stock market knows what is happening regarding carry trades or even knows what a carry trade is, i doubt that sentence is true.
Some know. Some don't. Some know more. Some know less. That's pretty obvious.

 

[twosix]

If you mean that all people who participate in the stock market knows what is happening regarding carry trades or even knows what a carry trade is, i doubt that sentence is true.
Some know. Some don't. Some know more. Some know less. That's pretty obvious.

I meant those who writes about the stock markets should know, doesn’t matter where they worked at. i shared this article here so that those playing the markets know what is going on, novices or not.