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fougera posted:Crap did I just convince myself to buy apple? quote:As much as I was doom and gloom a few posts ago, I don't think a recession is around the corner unless there is some unforeseen credit event coming up. Who knows. But there definitely will be. It's just cyclical. I still remember the years following the '07-'08 financial crisis and everyone was acting like the sky is falling and talking about how "We're just gonna have to get used to 'the new normal' of slow growth and that "the days of 15% growth are over!". Then we had a decade straight of growth. So LOL at that prospect. Every few years we go through growth, then people think the economy is "doomed", then we go back to growth. Then people think the economy is doomed. Then we repeat. So as long as you aren't investing in weird hype investments I wouldn't get caught up the "what if" recession scenarios. The market's heavy hitters are just set up to make a stupid amount of money, and even if there IS a correction they'll rebound. I'll get off of my soapbox, now. melon cat fucked around with this message at 03:46 on Feb 3, 2018 |
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Feb 3, 2018 03:36
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Like GDP growth has been slower the past ten years than previous cycles, I thought The stock market isn't everything
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Feb 3, 2018 04:03
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Josh Lyman posted:My portfolio is down like 10% this week. Based on your posts in this thread, that sounds like an improvement.
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Feb 3, 2018 06:06
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I don't know that there are many acquisitions apple can make where it makes sense for the brand really. Beats was fine, even McLaren seemed plausible when that was rumor, but they can't just borg cube any business and turn it into a aircraft carrier for the fire bombing of every population center in the world like an Amazon can do, at least not without losing a ton of value in their brand.
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Feb 3, 2018 19:32
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They could buy AT&T, or I guess it'd be a merger given T's valuation, but purchasing/merging with a telecom could make sense?
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Feb 3, 2018 19:45
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Why would Apple buy a government entity with a horrible brand?
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Feb 3, 2018 20:05
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Because they both start with "A" and they're fans of alliteration. "Apple Aquires AT&T After Hours" is just too good to pass up.
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Feb 3, 2018 20:17
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I’m not up on Apples supply chain, but maybe they’ll acquire something a like semiconductor foundry? That also opens the door to government money because those foundries do a fuckton of government work. It all depends on what direction they want to go I guess.
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Feb 3, 2018 20:50
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Think if I wrote them a letter telling them I've been a lifelong Android user, but if they gave me $20000 I'd switch to Apple that they'd consider it?
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Feb 3, 2018 21:00
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With some really suave marketing and big enough audience to watch, sure.
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Feb 3, 2018 22:31
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I think Apple is extremely comfortable not owning or operating any of the manufacturing parts of their phone business.Josh Lyman posted:He mistakenly thought bond yields work the same way as stock prices when actually it’s the opposite, that’s all.
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Feb 4, 2018 00:55
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DNK posted:I think Apple is extremely comfortable not owning or operating any of the manufacturing parts of their phone business. I don't know if we've mentioned it in here or not (be surprised if we didn't), but there was a company that was hired on to make the sapphire screens for an iPhone and the contract they had with Apple to even have the chance was disgustingly predatory. Why bother owning something when you can just feed off other companies willingness to bend over backwards to work with you?
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Feb 4, 2018 17:51
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Solice Kirsk posted:I don't know if we've mentioned it in here or not (be surprised if we didn't), but there was a company that was hired on to make the sapphire screens for an iPhone and the contract they had with Apple to even have the chance was disgustingly predatory. Why bother owning something when you can just feed off other companies willingness to bend over backwards to work with you? Well that company had nothing without Apples willingness to finance them anyway, they were no angels.
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Feb 4, 2018 19:16
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Reminds me of the story of walmart and the klaussen pickles, one gallon. At some point, working with the gorilla in the room can move from the biggest opportunity your company has ever had, to a potentially bankrupting deal because you had to bid down your margins so much to get the deal at all.
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Feb 4, 2018 19:22
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Leperflesh posted:Reminds me of the story of walmart and the klaussen pickles, one gallon. At some point, working with the gorilla in the room can move from the biggest opportunity your company has ever had, to a potentially bankrupting deal because you had to bid down your margins so much to get the deal at all. I was not familiar with this story but it made for interesting reading: https://www.fastcompany.com/47593/wal-mart-you-dont-know
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Feb 4, 2018 21:46
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Solice Kirsk posted:I don't know if we've mentioned it in here or not (be surprised if we didn't), but there was a company that was hired on to make the sapphire screens for an iPhone and the contract they had with Apple to even have the chance was disgustingly predatory. GTAT! But their bigger problem was that they couldn’t execute on what they said they could, at all.
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Feb 4, 2018 23:11
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Futures are red AF, bull run was great while it lasted.
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Feb 5, 2018 04:27
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Risky Bisquick posted:Futures are red AF, bull run was great while it lasted. Yay holding off investing for a year 
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Feb 5, 2018 04:58
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$GOON Update We've given up a lot of gains on $AMD, $NVDA, $NTDOY, among others, as many others have. I think we should still hold on for a bounce back before selling out at this point. If the markets continue to trade down this week, I'm going to hold off on buying some of the recent recommendations, and maybe just day trade the $TVIX some.  
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Feb 5, 2018 05:41
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jvick posted:$GOON Update I pulled out of AMD after the first 2 percent drop. My reasoning is that it will fall if crypto falls. But who knows it might go up to 14??? Just not a risk I'm willing to take in the current climate. AMD should not be a 12 dollar stock though.
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Feb 5, 2018 06:12
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Oh my god I just started playing my put writing strategy with real money last week after doing it on paper for like three months Well, I can hope tomorrow isn’t another bloodbath I guess! e: I mean anyway the benchmark is also falling, so the question I should be asking is not “is my strategy magically not losing money when the entire market is” but rather “am I losing less than the benchmark” I guess I’ll see how it shakes out but aaaaaa Dessert Rose fucked around with this message at 07:10 on Feb 5, 2018 |
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Feb 5, 2018 07:06
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Dow future down 300. There’s gonna be a dead cat bounce but I don’t know if we’ll lose too much to make it worth waiting for.
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Feb 5, 2018 13:38
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If you haven’t figured it out already, sell Apple supply chain
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Feb 5, 2018 14:37
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greasyhands posted:Nope that's all it is, but of course that won't directly track daily vix moves... and I just started the position in October. Ive been scaling into it for months. Ive got a cost basis right around 13 atm. I want to see vix at 30 Congratulations greasyhands. Do you have a target to get out/start scaling back or are you going to hold for vix 30?
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Feb 5, 2018 15:10
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Tokyo Sex Whale posted:Congratulations greasyhands. Do you have a target to get out/start scaling back or are you going to hold for vix 30? I have an order in for half my position at 17 good for the day. Its a day to day position for me at this point. Im getting a little twitchy to get some money back into PEGI, BEP, PSEC and TERP now that they have sold off a fair amount so I may free up some capital soon and get into a less... stressful position Edit: went ahead and exited half at 16.75 edit2: sold another half at 16.75, will reenter if it pulls backs below 15. We tradin boys. Also bought some PEGI at 19.71 edit: went ahead and closed out the rest of UVXY at 16.50, will look to get back in on the next hope bounce greasyhands fucked around with this message at 20:09 on Feb 5, 2018 |
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Feb 5, 2018 17:06
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So that mid morning rally fizzled quick, but on the positive side weed is green at least
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Feb 5, 2018 18:28
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Risky Bisquick posted:weed is green
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Feb 5, 2018 18:33
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$GOON
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Feb 5, 2018 19:30
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Healthcare continues to get obliterated based on seemingly nothing but speculation the AMAZON! factor. This is even worse then the whole supermarket fiasco, because Amazon isn't even getting into the healthcare space en mass. They seem to only want to reduce healthcare costs for their employees by banding together purchasing power.
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Feb 5, 2018 20:38
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Cheesemaster200 posted:Healthcare continues to get obliterated based on seemingly nothing but speculation the AMAZON! factor. This is even worse then the whole supermarket fiasco, because Amazon isn't even getting into the healthcare space en mass. They seem to only want to reduce healthcare costs for their employees by banding together purchasing power. Good, the health insurance companies deserve to die.
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Feb 5, 2018 20:44
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AngryBooch posted:Good, the health insurance companies deserve to die. No, not just insurance companies. The entire healthcare sector.
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Feb 5, 2018 20:46
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Cheesemaster200 posted:Healthcare continues to get obliterated based on seemingly nothing but speculation the AMAZON! factor. This is even worse then the whole supermarket fiasco, because Amazon isn't even getting into the healthcare space en mass. They seem to only want to reduce healthcare costs for their employees by banding together purchasing power. They are dogfooding their healthcare business model before unleashing it to the masses. The market sees through this
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Feb 5, 2018 20:47
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Janet Yellen givin Trump the old gently caress you as she leaves office. greasyhands fucked around with this message at 21:09 on Feb 5, 2018 |
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Feb 5, 2018 20:49
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Cheesemaster200 posted:No, not just insurance companies. The entire healthcare sector. Kaiser, Harvard Pilgrim, and other not-for-profit health companies have been out competing everyone for many years now, and now three megacorps have decided they're sick of being hosed over, and the vast majority of people under 35 do not believe in profit motives for any health procedures. The whole sector is a bad long term investment.
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Feb 5, 2018 20:55
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AngryBooch posted:Kaiser, Harvard Pilgrim, and other not-for-profit health companies have been out competing everyone for many years now, and now three megacorps have decided they're sick of being hosed over, and the vast majority of people under 35 do not believe in profit motives for any health procedures. The whole sector is a bad long term investment. I am sure this would make a great clusterfuck of an argument in LF or somewhere similar, but I don't see how this justifies a sector representing 20% of the US economy taking a complete poo poo over rumors and speculation that AMAZON!!! might get involved in it. Also again, the healthcare sector does not equate to all health insurance companies. E: though the more that I look at it, this shitstorm is starting to lose any characteristics of sector performance, so maybe I am just reading the tea leaves too closely. Cheesemaster200 fucked around with this message at 21:05 on Feb 5, 2018 |
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Feb 5, 2018 21:01
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Cheesemaster200 posted:I am sure this would make a great clusterfuck of an argument in LF or somewhere similar, but I don't see how this justifies a sector representing 20% of the US economy taking a complete poo poo over rumors and speculation that AMAZON!!! might get involved in it. Maybe they were loving overpriced to begin with, like everything else
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Feb 5, 2018 21:04
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The VIX 
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Feb 5, 2018 21:07
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I trade profitably, but my timing is so unbelievably bad. I bought a bunch of UVXY at 11.22 the other day and it literally immediately tanked to 10. I held on to it and sold it at 16.75 and it *immediately* shot straight up to 22.50 what in the everloving gently caress that hurts. a 40-sh% trade could have been over 100% with a timing difference of less than an hour
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Feb 5, 2018 21:09
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$GOON. Right after I sold, it's up above $12.00
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Feb 5, 2018 21:09
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man stocks getting CRUSHED today
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Feb 5, 2018 21:10
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