USA Stocks discussion - Part 3

[Jirachi]

Two sifu say US too overpriced

You mean 2 clowns talking ****?

 

[Jirachi]

I am still outperforming S&P500 by +10.7% despite NKE and NVO going down, but I am still bullish on equities as a whole and have been accumulating VWRD and VUSD this week, not only NKE and NVO.

My IBKR pro account doesn't hold my SG equities, and with the simply terrible index hitting 4k, I think my SG portfolio has hit a new high as well.

Nice. I got whack -11% in a day due to auto tariffs. I have high beta stocks and short options position too.

 

[Jirachi]

This one is Trump Tariff v 1.0 strangely the bottom coincide with Trump V2 announcement on April 2. Let’s see if history repeats itself.

Is this the Tom Lee's analysis?

 

[mooseolly]

Is this the Tom Lee's analysis?

Nope. This one is just statistics everyone can check using yahoo finance or so.

 

[Jirachi]

Nope. This one is just statistics everyone can check using yahoo finance or so.

Oh. I thought it was the same one that Tom Lee mentioned.

 

[mooseolly]

Oh. I thought it was the same one that Tom Lee mentioned.

I don't follow Tom Lee.

 

[Jirachi]

I don't follow Tom Lee.

Ah okay. All good.

 

[d9lives]

This one is Trump Tariff v 1.0 strangely the bottom coincide with Trump V2 announcement on April 2. Let’s see if history repeats itself.

Gib u 1 like
This is the only chart that I need.
I am ignoring all other charts as they can't support my confirmation bias.

 

[DevilPlate]

This one is Trump Tariff v 1.0 strangely the bottom coincide with Trump V2 announcement on April 2. Let’s see if history repeats itself.

2018 only involved China right?

Now got Doge + international trade war

 

[mooseolly]

2018 only involved China right?

Now got Doge + international trade war

We shall see.

 

[stanlawj]

Coordinated take-down of markets worldwide following Friday's takedown of US market. By the way, SREITS are not changing much.

Long JPY, silver and silver miners, SREITS!

 

[DevilPlate]

Black Monday coming?
Looking to add BTC (if fall below 80k) and open position for Goog

 

[bo_tak_chek_bbfa]

Gonna add more iwda once it crack below 105
Chipped in a little more at around 104.6

 

[yslvlys]

Seems like I'm gonna be averaging down again today

 

[stanlawj]

Absolutely funny.... crude oil and natural gas is up today.

 

[TerryPower]

The whole world in red. Got what is green?

 

[Arandalo]

The whole world in red. Got what is green?

lor

 

[stanlawj]

I'm watching VIX and the SP500. If you know what VIX futures is saying... good for you!

 

[kalipo]

The whole world in red. Got what is green?

Apple

 

[stanlawj]

Rumors:
1. Some institutional fund shorting oil had to close their position to limit losses => Crude oil up
2. Banks sold lots of structured products like autocallables to investors last year mainly in tech names => Market crash to wipe out the profits of investors of structured products and enable market makers to reap the profits from them instead.

I maintain my stand: this is an engineered crash by the market makers (Citadel, JPM, GS, etc that are counterparty to brokers), so that they can close their open positions with counterparties and reap max profit.



I bought more SVM.