Stock Market is the bottom in?

[bigboreblr]

Nuclear and Hydrogen but they will be a few years out yet. Electricity and realty right now. jmho

Was thinking about the housing crisis. How to gain from that. Rent prices are not sustainable or realistic. This could creep into the future of hunting someday too....

Saw a video where someones home camera saw the dog biting into a phone and catching the living room on fire. Still safer than driving a pinto.



I remember way back when these guys were popular and 1987 for stocks wasn't, they spoke on 20 year bonds a lot. Orange Juice futures?

So, Im queded for Chevron and 20 year etf TLT. Should you queue for "Mondays" market, or wait till mid morning to see things pop up or down your way? Queued for sale some less impressive bottle rockets I had on pile?

Also, how many coals should you have in the fire. I can imagine one could have too many to keep an eye on. Don't need another thing to stare at my phone every 5 minutes..... got plenty already.

Nice to hear about your general rules telemark. Sounds like you like options more than actual stock. How much do you balance this with traditional retirement strategies? Also, when you take the cash out for something, there a better way to do it?

 

[SD51555]

Why has TLT been selling off on high volume for 2 years?

I can't begin to understand what drives the bond market.

 

[SD51555]

Wondering if the oil folks keep it low long enough to squash the renewable energy bug good. Chaos is cash.

Someone out there is playing checkers with this world.

Just wish high test wasn't a dollar more than 87.... I miss sonoco 94 for 10 cents more. I had a car that needed a 1/2 fuel line, because a 3/8's was starving it. I'm sure Billy Bob Thornton would tip his hat to that.

Doubling in 5 years would be more than happy for me.

You guys just gambling, or leave some in slow and steady stocks? After leaving the supermarket, I think Kraft foods has a good racket going. Got coca-cola too.

Threw a few bucks at better homes n finance with the interest rate shoots n ladders game.

I've been bearish on shit food for a long time. There is a slow awakening taking place and people are finding out that grid food is pure poison and hog feed loaded with sterilants. It's the same reason I like NGVC. It doesn't take everyone to switch, but if grocery stores lose 5% of their business because people don't want to eat depopulation chow anymore, things will change. The food system isn't ready for it. We have no idea how to repurpose corn and bean fields back into something that produces food.

 

[Telemark]

Was thinking about the housing crisis. How to gain from that. Rent prices are not sustainable or realistic. This could creep into the future of hunting someday too....

Saw a video where someones home camera saw the dog biting into a phone and catching the living room on fire. Still safer than driving a pinto.

View attachment 87971

I remember way back when these guys were popular and 1987 for stocks wasn't, they spoke on 20 year bonds a lot. Orange Juice futures?

So, Im queded for Chevron and 20 year etf TLT. Should you queue for "Mondays" market, or wait till mid morning to see things pop up or down your way? Queued for sale some less impressive bottle rockets I had on pile?

Also, how many coals should you have in the fire. I can imagine one could have too many to keep an eye on. Don't need another thing to stare at my phone every 5 minutes..... got plenty already.

Nice to hear about your general rules telemark. Sounds like you like options more than actual stock. How much do you balance this with traditional retirement strategies? Also, when you take the cash out for something, there a better way to do it?

I am definitely more into stocks than options. SD is your man for options advice. I learned everything I know about about covered calls from him.

My overall strategy for my tax-deferred retirement account is spread more by geography than by sector. I had a quarter each in US, India, Norway, and SEA(focused on Vietnam). Not sure what the balance is today, but probably the Vietnam portion is oversized. I will probably move some of that to Mexico. The funds are diversified by sector, but the fund managers do that part. When markets tank, I just move it all to bonds until the smoke clears. That way I lose as little as possible.

My brokerage account at Fidelity is in stocks mostly, but I'm planning to move every last cent into stocks and ETFs because there seems to be a major crisis coming. I can still trade on margin borrowed against my portfolio. My Lightspeed account is purely for trading, so that's cash, and I don't hold anything overnight. I usually trade between 4am to 10am ET. if something interesting is happening, I can trade all the way til the after-hours session closes at 8pm ET, but usually it's better for me to just check what happened and trade the continuation starting at 4 the next morning. The recent theme seems to be prediction markets, so that's the news I'm looking for tomorrow. I'll trade anything that makes good moves, but the price action on ROLR has been crazy after their predictive markets deal announcement.

When I take cash out, it goes straight to the bank account I linked to fund the accounts, and it costs about $75 per transaction, I think.

 

[Telemark]

I've been bearish on shit food for a long time. There is a slow awakening taking place and people are finding out that grid food is pure poison and hog feed loaded with sterilants. It's the same reason I like NGVC. It doesn't take everyone to switch, but if grocery stores lose 5% of their business because people don't want to eat depopulation chow anymore, things will change. The food system isn't ready for it. We have no idea how to repurpose corn and bean fields back into something that produces food.

They are already paying a dividend? Are they not trying to grow?

 

[Wind Gypsy]

Now you have me thinking of buying long term bonds. What a trade coming. Refinance $9 trillion in debt this year, sell it to all your buddies at the big banks, and then drive rates down giving these guys a 100% gain on treasuries? Ok, I'm in at 8:30 tomorrow morning. Look at this chart in TLT before rates started rising. We go back where it was 4 years ago, it'll be the heist of the century, bigger than covid, bigger than a century of war.

Can you dumb this down for me or link something i could get learned up on?

Wondering if the oil folks keep it low long enough to squash the renewable energy bug good. Chaos is cash.

I dont think oil prices impact renewables much. Cost and available subsidies drives renewables. Last time i looked it costed considerably more to build new natural gas power plants than Solar without subsidies. I wouldn't be surprised if low oil prices helped renewables more than they hurt. Just from a construction cost and construction labor standpoint. In parts of the country when oil is boomin, the oil companies drive cost and competition for labor up quite a bit.

 

[Telemark]

I dont think oil prices impact renewables much.

I would tend to agree. In fact, I would go so far as to say renewables seem to be pushing down oil prices.

 

[bigboreblr]

Can you dumb this down for me or link something i could get learned up on?



I dont think oil prices impact renewables much. Cost and available subsidies drives renewables. Last time i looked it costed considerably more to build new natural gas power plants than Solar without subsidies. I wouldn't be surprised if low oil prices helped renewables more than they hurt. Just from a construction cost and construction labor standpoint. In parts of the country when oil is boomin, the oil companies drive cost and competition for labor up quite a bit.

It's a mess to be honest with you. Blue state vs Red. Everybody wants, nobody wants to to live next to it.

Permitting process is the real mess. Impact statements, local residents have a say in the process. Could be great to build this now, but it takes 5-7 years of pulling through the red tape mud. ou can spend hundreds of millions of dollars and not get a thing. While your fate is being debated, you got to line up materials, store major equipment, get a slot where the bunch of different contractors and subcontractors can be available. Smaller companies have gone broke trying to build stuff. Then you hope you can get a power line or gas line to it.......

The things that take more than 4 years to make can change quite quickly in 4 years.

They say price per mw natural gas plants are cheap.

 

[SD51555]

Can you dumb this down for me or link something i could get learned up on?

No. It took me 20 years to figure this out. I don't know what moves it, how it trades, or how the math shakes out. All I know, is there are people on TV that love to talk smart about the bond market, and nobody ever explains how it works.

This is what I do know. If bond yields are falling, that means bond prices are rising. And the opposite is true. Righ now, we have high and unsustainable yields. So yields must come down if we are to continue printing money for the necessities of government. The mechanisms by which they move yields is even spookier. Just know that yields need to fall, or it is lights out for us. Also, if yields fall, it is lights out for us.

 

[bwoods11]

Casey’s stock is up to $640 !

 

[Brian662]

No. It took me 20 years to figure this out. I don't know what moves it, how it trades, or how the math shakes out. All I know, is there are people on TV that love to talk smart about the bond market, and nobody ever explains how it works.

This is what I do know. If bond yields are falling, that means bond prices are rising. And the opposite is true. Righ now, we have high and unsustainable yields. So yields must come down if we are to continue printing money for the necessities of government. The mechanisms by which they move yields is even spookier. Just know that yields need to fall, or it is lights out for us. Also, if yields fall, it is lights out for us.

Your post summed up...as my kids would say, "we're cooked"

Settle in and enjoy the ride, nothing we can do about it.

 

[Telemark]

The mechanisms by which they move yields is even spookier. Just know that yields need to fall, or it is lights out for us. Also, if yields fall, it is lights out for us.

Yeah, I think something big and scary is coming down the turnpike. Maybe 2 or 3 years? Hard to say what and when, but these markets can only mean serious problems ahead.