Boiler Room: The Official Stock Market Discussion

[Mindfield333]

This is not financial advice:

A possible lotto call for $LULU. Their earnings is today. 332.5 call 9/9 going for less than 100(I paid more). Only spend what you’re willing to lose

Man… if it holds this after hours number going into open??
I got like 10 contracts and I’m selling most at open. It’s showing like 318 but I doubt it sticks

 

[Serious]

More reports from Reuters. Means they're doing something right

 

[Serious]

Market slowly going AH

 

[BreezyH]

Been re-short Russell 2000 futures since 8/19, probably could’ve taken a bit off the table today but it’s acting so poorly relative to s&p

 

[chineebai]

theres a very obvious head & shoulder pattern on VTI that looks concerning.

 

[Mindfield333]

Man… if it holds this after hours number going into open??
I got like 10 contracts and I’m selling most at open. It’s showing like 318 but I doubt it sticks

The options calculator lied(or Webull stole from me)…. Thought I was looking at like 800 a contract. But the highs came out to like 600. I adjusted my limits and like around 500 ish

 

[Serious]

3day weekend, expect a selloff.

I'll be buying a bit, during the powerhour.

 

[Macallik86]

The options calculator lied(or Webull stole from me)…. Thought I was looking at like 800 a contract. But the highs came out to like 600. I adjusted my limits and like around 500 ish

Its not WeBull, it's market makers. Congrats on the profits tho

 

[Mindfield333]

Y’all think nvda dropping more next week??

 

[bnew]

You have tougher requirements to qualify for a mortgage

Dodd-Frank


CFPB

Volker Rule

Financial stability council

Spoiler: remaining tweet thread

 

[bnew]

@CrimsonTider

Flood of single-asset deals propels CMBS market to 14-year high

Total issuance topped $109 billion, a 95 percent increase from 2020, driven overwhelmingly by a flood of single-asset, single-borrower deals.

therealdeal.com

snippet:

The market for commercial mortgage backed securities is back and bigger than ever.

Private-label CMBS issuance surged to $109.1 billion in the U.S. last year, a 95 percent increase from 2020, according to a report from Trepp, a data provider that tracks securitized mortgages.

It was the highest level recorded since 2007, when CMBS issuance peaked at $230 billion before a global financial collapse essentially halted the market.

Interest in CMBS is exploding again after dipping at the onset of the pandemic, when overall real estate activity plummeted and delinquencies spiked as some developers struggled to keep up with payments.

CMBS Market Musings: Securitization Finding Its Footing

A look at commercial real estate’s secondary mortgage market makeover.

www.wealthmanagement.com

While investors are clamoring for high-yield, short duration floating-rate investments like CRE CLOs, exposure to multifamily is also an attractive part of the equation. Wells Fargo notes in its primer that the property type makes up 50 percent of outstanding CRE CLO collateral. The legacy transactions issued before March 2020 managed through pandemic conditions relatively well. That is a distinction from conduits and the manageable number of assets in the average CRE CLO transaction also places these bond investment alternatives on a simpler footing than conduits. 

snippet:

Single-family rentals (SFRs) continue to ride high in the commercial mortgage-backed securities (CMBS) space as large institutional investors keep making waves in the housing market.

Morgan Stanley just recently originated a $616.1 million, five-year, fixed-rate CMBS loan to finance a portfolio of 2,106 single-family rental properties that were acquired by FirstKey Homes in the summer, according to analysis from Kroll Bond Rating Agency (KBRA), which analyzed the deal.

snippet:

BMC Investments and Rockpoint have nabbed $65 million of construction financing for single-family rental development within a master-planned community just outside Denver, Commercial Observer can first report.

CIBC and Huntington Bank supplied the loan for the joint venture’s The Fillmore Homes at Copperleaf project in Aurora, Colo.

2008 was a subprime MBS crisis. banks and hedge funds started bundling residential properties in Commercial Mortgage Backed Securities.

when folks start missing their rent or mortgage payments, it's gonna get bad.

 

[Serious]

 

[Macallik86]

Bed Bath & Beyond boss jumps to his death from skyscraper after record loss

The American retail chain announced plans to close 150 stores out of its roughly 900, and sack 20 per cent of staff just two days before Gustavo Arnal's death in New York City

www.mirror.co.uk

I mean... it's not the best show of confidence for BBB shareholders

 

[winb83]

Bed Bath & Beyond boss jumps to his death from skyscraper after record loss

The American retail chain announced plans to close 150 stores out of its roughly 900, and sack 20 per cent of staff just two days before Gustavo Arnal's death in New York City

www.mirror.co.uk

I mean... it's not the best show of confidence for BBB shareholders

He was a rich white man. Could life be that bad to jump from a building? Maybe he got diagnosed with a terminal illness.

 

[Serious]

He was a rich white man. Could life be that bad to jump from a building? Maybe he got diagnosed with a terminal illness.

Saw that networth was half a billion...


With that much in the bank I could walk away from BBBY not giving a fukking how it ends...