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BOJ just giving up..... They might never again be able to raise rates... Seems like smart central bank policy...
Maybe my worst take on markets ever?HAHAH was about to post I hope you boys are enjoying this as much as i do... Loaded up on some more long dated puts on the opening rally...(Mainly TESLA and CVNA but also some Meta as i m nt gonna sell my meta Position so i need a bit of a hedge)
Lets see how it goes think we still have a long way to go but who knows we sure as shit will get some counter rallies and some hopium. Also I m not sure how much of he damage was done by the JPY carry trade which probably is already unwinded for the most part.
Anyways strap in boys it s gonna be a fun couple of months with lots of opportunity but also lots of risk. Most important thng is that you get through the storm with some liquidity left so that you can pick up stuff on the cheap like we did in 08-10....
Also ths is not advice to go short on current markets for anybody just what i m trying to do.
Edit: and this current reaction is why it s nt advice to anybody... WHO the fuck buys the most overpriced used car seller when we re about o go into a downturn? Makes little sense even if you ignore all the red flags.... Anyways here i go doubling down pray for me boys
And SP500 continues it's roid cycle. Gonna be interesting end of Q in 10 daysHalf point rate cut, baby.
And SP500 continues it's roid cycle. Gonna be interesting end of Q in 10 days
Nice catch, I see it all up to 90 or even more. There could be 2$ gap fill lower next week before it continues, given the fact today's uncertainty regarding options expiry. Dips look attractive againGlad I got Nike at $70it's up $16 from the low. $6 today with new CEO.
getting 2 new iPhones and a Apple Watch 10 dayso your all welcome for the apple bump soon.
It's about the long-term. Their (now former) CEO was a disaster who destroyed the company.On nike just a kind reminder that companies usually dont fire their CEO 2 weeks before they release their quarterly results unless they already know it s a rather bad Q......
Helios Towers with another amazing set of results, leverage down 0.6x, EBITDA up 20%. Net leverage will be 4x and declining..
organic sites growth not as strong but its just a matter of time..
trading at 2.9 ebitda 4.3 times free cash flow..
So the robo fraud Event was yesterday and again i m stunned with how gullible a lot of investors are and how lazy sell side is...
Have not seen a single downgrade yet....Despite nothing new beeing shown...
What i want to talk about here is how the fuck elon gets away with the dumbest lies. SO he presents the robotaxi claims it s gonna be under 30k and that it will cost 0.2$ per mile driven... How the fuck does that possibly work out?
SImple math would suggest that even if the car costs 20K it would need to drive 100k miles without any repair no insurance or licensing cost ohh and no cost for the energy you need to drive the fucken thing and you would already be at a cost of 0.2$ per mile...
The lies are so fucken obvious, basically what i wat to say never trust any CEO blindly oh and sell side is not gonna help you until they have to.