Boiler Room: The Official Stock Market Discussion

[dora_da_destroyer]

yeah, bad idea.

gonna drive you to drinking.

Lol, nah. Ain’t ever that serious. At this point it’s just waiting to see where we are 3-5 years from now and making adjustments

 

[Rekkapryde]

Lol, nah. Ain’t ever that serious. At this point it’s just waiting to see where we are 3-5 years from now and making adjustments

yeah, all you can do.

Thank God this is in my Rollover 401 account so I don't need the money yet. But losing 250k in a year.......

 

[winb83]

I think on stuff like Planet 13, Matterport, and Tattooed Chef I'm screwed and I'll have to hold these for years or decades to get back to where I was. I'm down like 70% on a few of these.

 

[Serious]

That's fair

Most of my shyt has been consolidated into long term holds (Apple, Amazon, Alphabet, etc.) so it's like fukk it time to just be patient and improve my cost average where I can

I was looking back last night and I was glad I took my L’s a couple months back and consolidate into mainly etfs.

Some of the shyt I had was grave yard status.

Only speculative stock I’m comfortable wit keeping is JMIA. I follow it pretty well and I see them making progress. If it dips under 6(I’m hoping for 4 something then I’m going in raw )

 

[Da_Eggman]

Just woke up and looked at my portfolio, what theee fukk

 

[dora_da_destroyer]

I think on stuff like Planet 13, Matterport, and Tattooed Chef I'm screwed and I'll have to hold these for years or decades to get back to where I was. I'm down like 70% on a few of these.

Goal for my positions like that is wait until recovery to average down deep to hopefully get to a price point that can be reached again cuz some of my averages RN, I don’t think are coming back (TDOC LVGO merger price was 164…TDOC ain’t hitting 164 again…gotta get that shyt to 50 realistically)

 

[Serious]

fam, all you can do is just laugh at the shyt at this point. glad I'm not retiring soon.

My mom is though. I gotta tell her to hold off for another year or two. She’s getting close but I won’t let her do it. Unless the market is up by this time Next year.

 

[Starski]

Any cliffs. This looks interesting but a bit too small on a phone's screen to follow

Cliffs: (All #'s are top of my head from last night so they might be slightly off)
- Core PCI excludes energy and food (basic life necessities) from headline CPI because it's believed that interest rates (main monetary policy) cannot directly affect energy and food pricing.
- Energy, Housing, Auto's, and food comprise ~62% of CPI. Roughly split 50/50 between (Food + energy) and (Housing + Autos). So here we are with 8.6% inflation, with ~30% of the weighting being unaffected by interest rates directly (it can be indirectly affected through a recession).
- He then lays out bear cases for each segment.

- Auto's ... Chip shortage (Intel said shortage up till 24')... Rare metals + lithium all up absurd amounts. & then you have to consider current wait lists are already "booked"... you have a long line to wait until you kill NEW demand.
- Housing.... Housing supply is extremely low + labor shortage.
- Energy .... Years of underinvestment + Gov. Slashing funding + Russia / Ukraine. Ev adoption (probable political bias is baked into this but these are some realities).
- Food .... This business is naturally volatile (can't control weather) ... fertilizer was a huge export from Russia... increasing cost of other supplies.


So, 62% of CPI is 4 segments, all of which have some very real headwinds facing them in supply + input costs. Two of those segments are not directly affected by interest rates. So, this comes down to basic algebra, all other components of the CPI have to massively come down IF the fed is set at a 2% CPI. This video had a heavy bearish bias and I'm sure there are bull cases for each segment, however was definitely informative and I recommended it if your in front of a comp.

 

[Serious]

Coke (KO) & SARK are the only green stocks on my watchlist.

 

[ahomeplateslugger]

Guess who showed up

he's been active on twitter and saying a crash was coming for about a month or two now. i'm guessing he'll be back on youtube soon.

 

[ExodusNirvana]

My mom is though. I gotta tell her to hold off for another year or two. She’s getting close but I won’t let her do it. Unless the market is up by this time Next year.

I been trying to explain this to my Mom since 2020 and she just does'nt get it

 

[blues_funk_reggae]

I have 9 people in my investment group Whatsapp, everyone is down 10k+

Goodness

 

[Armchair Militant]

Nowhere to hide

 

[Rickdogg44]

My mom is though. I gotta tell her to hold off for another year or two. She’s getting close but I won’t let her do it. Unless the market is up by this time Next year.

If close to retirement, how much was in stocks vs "safer" options?

 

[Mirin4rmfar]

At this point, isn't it better for it to tank for sometime. Good to average down and buy in to real good companies. My biggest concern is layoffs. I want to be able to take advantage of the housing market if this comes crashing too.

I need a second remote job as soon as possible.