2025 Trading Thread
I am wondering how to go long Venezuelan Oil and thought someone on 2+2 might know how and since there is no trading thread for this year .... why not
So yeah my general thesis is that we are going to rotate out of Canadian oil and into what would presumably be cheaper locations and I think Venezuela is prime.
Any idea how to long this thesis as a retail investor?
'I sold at the top' is always hilarious to hear about the market.
I made back my 2008-09 losses in less than 2 years.
None of you can market-time. It's practically impossible.
If your random dart throw came good, I'm glad you made money, but don't confuse luck for skill.
Yep! Any long term chart will tell you "the market goes up!". If he would have used this strategy the first Trump term by selling one month in there was never another chance. Perfectly timing the nut lows of covid was about a scratch but no real discount. You get out you likely miss everything.
Dude with 12 posts is now a market and a economic and a political expert.
What was your banned username?
it's the new world we live in
when i pointed out in this guy's day trading blog that doing nothing but past posting winners will do nothing to help his credibility they were censored by mods to protect someone probably posting to scam in the near future
Hey, is Martin Shkreli a good source for learning financial literacy? He has volumes of youtube videos teaching investing, Excel, and company valuations.
Normally I would be certain he is. But I've only recently realized the truth about Musk, and my confidence in assessing people/character is shot. I trust this forum more than before.
The markets did well the last few years because of stability and reasonable policy. We now have the opposite of that. I chose to turn my assets to cash near the top so that I don't lose money in a time of uncertainty. I didn't do any math, simply protecting my assets from the robber barons while emulating their strategy (cause chaos and crash markets then buy in cheap).
Trump will steal everything that isn't bolted down and run the country to the ground. That's my thesis.
good luck....found your post interesting because like i said a few of my friends said the same thing in the last week
heard people say this when biden/obama were prez too
just people throwing money away imo, this is the type of thing you hear at a top but we've been given an incredibly easy way to invest in the greatest economic engine there ever was and people still find ways to mess it up.....I've gotten my face ripped off market timing a few times when I was younger as well, it is just tough to do.
I think after 00 and 08, it just seemed like the market was gonna get cut in half every 8 years and people thought it was easy to predict
Any thoughts on names that would benefit from a surge in home sales? The mortgage rate is like 6.25, and if the 10-year keeps getting pulled down from growth scare/liquidity momentum, it seems quite possible we see mortgage rates with a 5 handle. There's plenty of housing supply, especially with immigration now halted (less demand). So it shapes up for lots of people buying houses.
What names do best in that scenario? Obvious things are UHAL, RH, WSM. Maybe mattress companies. Maybe RKT and UWMC. Any commentary on those stocks or others that might initially get overlooked in a homebuying surge?
Any takes on the atlanta fed #? i know it went negative twice in 2022 and things kept going business as usual but -2.8% is a whopper
I think it's just getting ahead of tariffs. In other words, businesses ordered a bunch of stuff from overseas before the tariffs get enacted, and this mechanically lowers the GDP (since it's gross DOMESTIC product, and foreign purchases are negative).
Hey, is Martin Shkreli a good source for learning financial literacy? He has volumes of youtube videos teaching investing, Excel, and company valuations.
Normally I would be certain he is. But I've only recently realized the truth about Musk, and my confidence in assessing people/character is shot. I trust this forum more than before.
I learned a lot from watching his videos and made a lot of money recently copying his quantum stocks bubble short idea too.
75% sure bottom is in. Need a few more talking head experts to say we need to test lower until I am sure, then it is certain. In any event there isn't much downside risk from here. Then again, what the hell do I know?
Euro defence stocks have grown to be about a third of my trading account.
On the one hand I feel just for general risk management I should trim.
But on the other, this is a multi year multi percentage GDP growth industry, and I should just sit on my hands.
Euro defence stocks have grown to be about a third of my trading account.
On the one hand I feel just for general risk management I should trim.
But on the other, this is a multi year multi percentage GDP growth industry, and I should just sit on my hands.
Just buy a put option then ?
75% sure bottom is in. Need a few more talking head experts to say we need to test lower until I am sure, then it is certain. In any event there isn't much downside risk from here. Then again, what the hell do I know?
We will see next week. Last time we were so oversold was Oct-22 but the market went down again but also bottomed in Oct-22.
Much will depend on the stupidity of the WH.
75% sure bottom is in. Need a few more talking head experts to say we need to test lower until I am sure, then it is certain. In any event there isn't much downside risk from here. Then again, what the hell do I know?
What bottom? Local bottom or multi-month/multi-year bottom? There is a reckoning that we will face for coming out of covid higher than we came in. You can't just manufacture good times for ever.
