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      01-12-2023, 04:11 PM   #7525
XutvJet
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Quote:
Originally Posted by 2008M36MT View Post
If you're listening to CNBC this morning, post CPI release, the sentiment is that the economy is healthy and it's blue skies ahead for the markets. Recession is less likely and one commenter said the burden of proof for a recession is shifting to its proponents. Their sentiment shifts so profoundly just because the CPI drop is in line with economists' expectations.
I think we're still in for a recession, but likely not a bad one. Improved relations with China and Russia continuing to get its ass kicked both in the Ukraine and its economy should help things as well. if Putin happens to accidently fall out of window, even better for Russia and the economy.
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      01-12-2023, 04:18 PM   #7526
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Quote:
Originally Posted by XutvJet View Post
I think we're still in for a recession, but likely not a bad one. Improved relations with China and Russia continuing to get its ass kicked both in the Ukraine and its economy should help things as well.
I don’t think that relations with China have improved, and honestly think that China will invade Taiwan in the next two years, so further deterioration is probably assured. In Russia, unless there is regime change, which will only happen if Putin has an accident, there will be no capitulation, so the war will be long and drawn out, regardless of the goobal support provided to Ukraine, which is really only good for the defense industry.
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      01-12-2023, 05:46 PM   #7527
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Ratio of 52H to 52L stocks is looking better. Sign of an early spring?

https://www.wsj.com/market-data/stoc...ekhighsandlows
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      01-13-2023, 12:02 PM   #7528
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The fed should pivot soon, I mean inflation is only 6.5% - the stock market.

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      01-13-2023, 01:07 PM   #7529
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Has anyone asked Chat GPT to put together a winning portfolio?
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      01-23-2023, 01:11 PM   #7530
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is the recession cancelled?
i see some green
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      01-23-2023, 01:17 PM   #7531
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Quote:
Originally Posted by XKxRome0ox View Post
is the recession cancelled?
i see some green
Nope. A recession is coming, the start of it probably late spring/summer time. Hopefully a light one though.
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      01-23-2023, 01:55 PM   #7532
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I'm raging, I sold my meager AAPL position and made another $500 and it keeps going up. I have $350K on the sidelines and another $350K in margin. Just sitting there not sure if I should go in, wait, or just dump it in a CD (not the margin of course). I was counting on a recession, a new low from AAPL.
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      01-23-2023, 01:57 PM   #7533
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Pretty obvious this is the beginning of the new bull market.
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      01-23-2023, 02:15 PM   #7534
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We really think stocks will go up from here?
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      01-23-2023, 02:37 PM   #7535
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Quote:
Originally Posted by 2008M36MT View Post
I'm raging, I sold my meager AAPL position and made another $500 and it keeps going up. I have $350K on the sidelines and another $350K in margin. Just sitting there not sure if I should go in, wait, or just dump it in a CD (not the margin of course). I was counting on a recession, a new low from AAPL.
you will get another chance
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      01-23-2023, 02:39 PM   #7536
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Originally Posted by BMW F22 View Post
We really think stocks will go up from here?
nope.
waiting for the rug pull


i just sold off a few hundred shares of MVST
another wallstreetbets darling that I got caught up in
feels good to just cut it loose after bagholding for so long
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      01-23-2023, 09:51 PM   #7537
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Quote:
Originally Posted by 2008M36MT View Post
I'm raging, I sold my meager AAPL position and made another $500 and it keeps going up. I have $350K on the sidelines and another $350K in margin. Just sitting there not sure if I should go in, wait, or just dump it in a CD (not the margin of course). I was counting on a recession, a new low from AAPL.
You should just dollar cost average into QQQ. I would wait til it goes down big one day and dump maybe $25k and go from there
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      01-26-2023, 02:22 PM   #7538
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i bought a few TSLA shares when it was under $112. would have bought more if i had more cash available in the account. close to $160 now
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      02-01-2023, 06:47 PM   #7539
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Pretty obvious this is the beginning of the new bull market.
Bump. Pretty obvious I was right
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      02-01-2023, 06:56 PM   #7540
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I always follow Lou Mannheim’s advice.
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      02-01-2023, 06:57 PM   #7541
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Psst POAHY psst.
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      02-02-2023, 09:14 AM   #7542
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Today is the day that stable equities, bonds, etc will be rewarded.
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      02-02-2023, 02:01 PM   #7543
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i fomo'd in a bit today

mostly stable stuff like qqq and voo. but also added to amzn, bought back in to tsla, added to aapl.
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      02-02-2023, 04:46 PM   #7544
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Past month is what separates the fully invested from those who went to cash last year and were not yet ready to get back in. Most gains come only a few days per year.
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      02-02-2023, 05:19 PM   #7545
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Quote:
Originally Posted by chassis View Post
Past month is what separates the fully invested from those who went to cash last year and were not yet ready to get back in. Most gains come only a few days per year.
Fully invested and up 20% this month. I was down over 40% last year so this helps
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      02-02-2023, 07:45 PM   #7546
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Quote:
Originally Posted by chassis View Post
Most gains come only a few days per year.
^ This...

...is why investors, when they choose to reallocate equities among sectors during a downturn, generally do so using a very long lens.

This distinguishes investors from speculators and gamblers. The principles behind the choices of the three main classes of individual market participants vary quite a bit.

As always, my 2¢ - on this subject.
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