USA Stocks discussion - Part 3

stanlawj

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Didn't matter. Anyone in the market should know what is happeneing.
Did you know, the carry trade is not unwound.
Because yen didn't go all the way back to 100 JPY = 1 USD!!

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.
It your PLTR all entirely options?
 

elvintay07

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US regulator threatening to break up google due to "illegal monopoly".
but i dont think will have much impact on the price as these takes years anyway ...

buy on the dip !
They think their name is Xi Jing Ping ah
 

limster

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Back in June, Goldman trader already said this below. They are definitely shorting consumer stocks.
That's why publicly they are saying, prepare for crash... makes their shorts profitable and then they can buy back lower!!

By the way, the recession hitting the consumer is already well-publicised by Danielle De Martino Booth.
For her, recession started in Oct 2023.

https://longportapp.com/en/news/206657911

I guess today is the long awaited consumer recession and crash.

Nike +3.9%
OnOn +4.4%
Lulu +5.7%

😅
 

LPPLKPKB

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Magnificent 7 are not the main stocks lifting the indexes (except AMZN). Breadth is good, many other cos participating in the rally. Russell 2000 is up 2.25%, small and mid cap are moving the markets.
 

stanlawj

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Weren't you the one who recently wrote a WOT on the cons of consumer stock, painting a gloom and doom picture about them? @limster you recall if he's the one?
Show me the evidence of what you claim.

Here's my evidence of how I am supporting this last bull (topping formation):

Before SPX peaked on July 16, I posted this on Jun 6:
Goldman Sachs and their clients are preparing to dump their stock holdings.

GPXB4fqagAAJdKj

After SPX bottomed on Aug 5, I posted this on Aug 10:
Yah HOOO!!!! Bull market confirmed to return!!!

Last bull run before the final crash!
Goldman says crash coming means Goldman traders are buying and getting ready to leave the retail in the dust.
When Goldman says buy or new bull market, means Goldman traders already bought big big and are ready to offload everything to bagholders!!

https://www.zerohedge.com/markets/goldman-assumes-crash-positions-here-banks-top-crash-trade

Goldman Assumes Crash Positions: Here Is The Bank's Top Crash Trade​

 
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limster

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Weren't you the one who recently wrote a WOT on the cons of consumer stock, painting a gloom and doom picture about them? @limster you recall if he's the one?

I quoted has post that there would be a consumer recession and crash and replied to it since I was researching the consumer discretionary area. If he now claims that he wasn't saying there would be a consumer recession+crash, its up to each investor to read his post and DYODD.
.
At the end of the day, anyone can say anything they want on the internet about crash or mega rally. I am more interested in know what people are actually buying so that I can get investing ideas.

Those people who post WOT but don't share their trades/positions, I generally tend to ignore.
 

stanlawj

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I quoted has post that there would be a consumer recession and crash and replied to it since I was researching the consumer discretionary area. If he now claims that he wasn't saying there would be a consumer recession+crash, its up to each investor to read his post and DYODD.
.
At the end of the day, anyone can say anything they want on the internet about crash or mega rally. I am more interested in know what people are actually buying so that I can get investing ideas.

Those people who post WOT but don't share their trades/positions, I generally tend to ignore.
It's not me shorting consumer stocks.. It's GOLDMAN SACHS.
I'm posting INVERSE GOLDMAN SACHS!! Just in case got some nuts think GS is writing recommendations for retail to make money.
 
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