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    GBA Presents: THE GREEN MARKET

    how many here recall that GBA stands for Gummy Bear Advisors. long form, Gummy Bear Advisors Presents the Bear Essentials. i like it. there's a lot packed in there. Bear - Bear -Bear-market, Presents - Presents - gifts to the readers. i've clearly over-analyzed. my brain needed a break from the...
  2. U

    GBA Presents: THE GREEN MARKET

    i'm intrigued -- calling a top on natural gas only, or also oil, gold, and commodities?
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    This is a new Twist.

    bold prediction incoming: popular uprising, Navalny freed, leads Russian transformation to a western-style-democracy. $30 oil by next summer.
  4. U

    I'm going to mostly cash in Long-Term portfolio

    i guess i won't win any popularity contests with revisiting an old thread-- we now have the russian edition of keeping some assets in bitcoin etc. capital controls, run on banks, crashing currency etc. i read somewhere that russians aren't allowed to leave the country with over $10K. if only...
  5. U

    How does trading change your life?

    trading forces me to understand the world and make predictions, which can sometimes make me pessimistic and a buzzkill at parties. e.g., in jan and feb 2020 predicting that covid has a good chance of going global, early last year believing we're headed towards inflation, several weeks ago...
  6. U

    SWIFT ban begins

    i also don't think there is zero chance. an aging dictator presumably with an immense ego in the twilight years of his influence and power. i don't think Putin's ego could handle losing this war with Ukraine. maybe it's only a 1-2% chance, but still higher than any other time i remember. Steaks...
  7. U

    GBA Presents: THE GREEN MARKET

    it hit something like $135 premarket
  8. U

    Roku sell-off

    don't get me started -- was working hard last week and tried trading options on my phone -- bought the f-ing calls instead of puts! trading on tilt now-. short DOCN in a big way to hopefully claw back this loss.
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    NASDAQ bear-market

    i've been wrong before. hence DCA-ing.
  10. U

    NASDAQ bear-market

    now is the time to buy -- last year was the time to hold. it's painful, but i'll be adding fresh powder to the market this entire year and probably next- so much for quitting my day job. this market reminds me of 2007-2009. has the feel of deleveraging-falling margin debt. I think there's a...
  11. U

    GBA Presents: THE GREEN MARKET

    nobody believes in scientists or even science anymore. the world envisioned in "Atlas-shrugged" will soon be ours. Who is John Galt?
  12. U

    GBA Presents: THE GREEN MARKET

    good call on DIS -- that report was way better than i expected. i was sure the streaming numbers would be terrible. still a good day overall with most things going up
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    Then vs Now (2000 vs 2022)

    i like the dead-pan delivery but seriously, who doesn't follow crypto or sports? the difference between then and now is that now we have an internet that has reached it's full potential allowing almost everyone on the planet to buy more crypto, and 2, we had the dot-com bubble that we've all...
  14. U

    GBA Presents: THE GREEN MARKET

    i see your point. we'll likely be using Uber for at least another decade -- added to the buy-hold-forget portfolio.
  15. U

    GBA Presents: THE GREEN MARKET

    interesting to see lyft first drop 4% than rally. i take it you think uber will rally on earnings? i wonder if lyft is getting dragged higher by a rallying market and tomorrow both dip on uber's earnings. i might make a last minute play on uber depending on what the close looks like.
  16. U

    GBA Presents: THE GREEN MARKET

    it's almost time for DIS to report... place your bets. my take is, it tanks. DIS historically was bouncing around the $100 range and got a big bump in price attributable in some respect to joining the streaming wars and finding a tech-like PE that is today 133 (according to marketwatch). NFLX is...
  17. U

    GBA Presents: THE GREEN MARKET

    I‘ve been monitoring closely this back and forth, Van and Stoney on who’s calls have been more lucrative. and Van, I’ve got to say that Stoney bringing up MTTR looks a bit like a shot across the bow :D You’ve both made some incredible calls. You remember TRTC? That one trade alone was a...
  18. U

    GBA Presents: THE GREEN MARKET

    Van, Van, Van- you’ve got it all wrong- DWAC is perfectly valued- it’s twtr that‘s mispriced. It should be a trillion dollar company :rolleyes:
  19. U

    GBA Presents: THE GREEN MARKET

    did someone say curling? big week of earnings ahead. netflix got crushed. Disney+ arguably sucks. how are we playing DIS?
  20. U

    GBA Presents: THE GREEN MARKET

    that is truly savant -- following through on that trade and letting the winnings from FB ride onto SNAP... i feel like i just missed $100K. why did i miss it? because I was at my day-job instead of here!!! seriously, you guys know i sometimes jump on your trades -- i would have definitely bought...
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