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  1. U

    GBA Presents: RADIO SAVANT-!

    i'll see your ice sport movies, and raise you men with brooms
  2. U

    Bear markets are great at trapping investors

    Maybe I’m a spring chicken here - i think every bear market I’ve experienced hit the lowest low within 6-12 months. A lot of tech names have been declining since last August. I think we‘ve already seen the low for 2022.
  3. U

    'Big Short' investor Michael Burry sold all but one of his stocks last quarter

    Burry was the source of the GME short-squeeze thesis. Together with his bet that the housing market would collapse gave Burry-followers at least 2 chances to become very wealthy. I'm always happy to hear what he's up to.
  4. U

    Is the Bear market that began January 2022 over?

    the bear market was news-driven. what news is going to drive this market lower "to Argentina"?
  5. U

    The Great Reset Is Close

    bulls are too bullish at market tops, and bears too bearish at the bottom. bad news everywhere and yet the market keeps marching higher. reckless predication incoming.... we've seen the lows for the year.
  6. U

    GBA Presents: RADIO SAVANT-!

    i work in an industry that requires me to travel a lot to many places filled with skilled, experienced, driven people. except, those people seem to disappearing... look around and you might notice it too. a sharp, deep recession leading to drastic changes in how people are compensated may be...
  7. U

    TWTR at $49.64 ----buyout at $54.20 ----- Easy 9% ?

    The time-premium on long-dated options should come back. Leaps should get re-priced but I haven’t seen it happen yet
  8. U

    GBA Presents: RADIO SAVANT-!

    ah yes, the beyond challenge. XAIR clearly in the lead, but I think BYND still has potential. Sad to think that the future we're predicting is one in which everyone needs bottled air due to covid ravaged lungs, and fake meat because global warming and grain shortages mean no more meat.... makes...
  9. U

    Fighting greed

    as soon as you need big multi-bagger wins to offset big losses... well ... i just don't care anymore
  10. U

    Fighting greed

    to troll that comment says a lot.
  11. U

    ES Journal - 2021/2022

    fwiw, i'm a bit of a market indicator, myself. when i focus on companies we're in a bull market. when i leave the forum for several months we're in a bear market. when i start focusing on the macro picture it's time to buy (that's where we're at now). if things go as planned i'll be looking at...
  12. U

    Fighting greed

    you'll never go broke taking a profit.
  13. U

    It feels like a bottom in BUT !

    fwiw, my industry saw it's fair share of supply chain problems in the past 6 months -- things seem to be improving. my guess is that margins will be down this quarter but start improving soon.
  14. U

    It feels like a bottom in BUT !

    central banks can't raise rates in a recession. a quick short-lived recession is bullish
  15. U

    GBA Presents: RADIO SAVANT-!

    my interest is piqued again- haven't felt this drive and excitement to trade since mid-2020. is the bottom in? i feel like we're getting real close and i'm ready to put the dry powder back to work. thanks Stoney and Van for keeping the flag flying
  16. U

    The market doubts Musk will buy TWTR

    If the deal fails, long-dated call options are completely mispriced. My $60 leaps are up 70% today, and if they go back to the pre-Musk announcement they should have close to 5x upside.
  17. U

    Trading Natural Gas

    I’m still here :D shorting UNG and looking forward to a hot summer and more peaceful times
  18. U

    We've seen the bottom, up from here

    i think we're getting close. my prediction is a bottom sometime this summer on the already priced in recession. it'll be a buy the news event. markets will rally through a recession because everyone knows, governments must run deficits during recessions and the money printers will brrrrr once...
  19. U

    GBA Presents: THE BARE ESSENTIALS

    What did well in the roaring 20‘s?? I have this manic feeling recently— spring is here, covid is all but forgotten, my monthly business travel expenses are set to triple, the hotel bar and restaurant is partying and there’s a film festival in town. Seriously, wtf were the last 2 years?? wtf was...
  20. U

    GBA Presents: THE BARE ESSENTIALS

    alright Stoney, let’s do this! Air Chicken added to the beyond challenge and my absurd portfolio :D:D
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