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    Nvda and law of large numbers

    Dan Nathan is a permabear. He thought the stock market would drop 20-30% when Trump got elected in 2016. Have you ever watched his segments on Fast Money? I've never heard him say he likes any stock to go higher.
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    Morningstar Calls Cathie Wood The Worst 'Wealth Destroyer'

    She reminds me of the Christian Quarterback Tebow. Mediocre talent but infinite belief in himself. He did beat the Steelers in a wildcard game so he wasn't all bad. I did like her style of picking high revenue growth companies but that's not a static group of stocks. High growth stocks change...
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    Boeing Finds More Misdrilled Holes on 737 in Latest Setback

    What a crappy POS management. They should've all been fired a long time ago. The stock was $89 during the bottom of the pandemic and I was surprised Buffet or some other vulture funds didn't try to buy a large block so they could take control of the company. I guess the PE guys only take easy...
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    Nvda and law of large numbers

    My hunch was right. This AI movement is just like the Netscape IPO in 1996. That spurred a massive investment into web 1.0, telecom equipment, networking, semiconductors,etc. SMCI is up 110% in the last 12 trading days: from $311 to $650. NVDA is up 40% in the last 21 trading days: $490 to...
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    The top 20 index funds of 2023

    The best play will again be FNGU SOXL (3X SMH) & NAIL (3X ITB) just like 2023. I think most AI is encompassed in FNGU+SOXL: FNGS == GOOG META AMZN MSFT SMH == NVDA AMD AVGO Just add SMCI DELL CRM NOW ADBE and you are good to go.
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    What does MAGA mean to you?

    My impression of the MAGA crowd (from the Liberal haven of Berkeley, CA) is they are the losers of the new America and they are very upset about it. Globalism and its discontents is a global problem. Even in the Socialist bastion of Northern Europe the right wing has some pull.
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    RIP

    I didn't realize that Carl Weathers played NFL for the Raiders in the mid 1970s.
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    Nvda and law of large numbers

    Marc Faber & Jim Rogers are the ultimate permabears. I remember listening to them post-Lehman along with Zerohedge, Calculated Risk, the Ticker, etc. All part of the hyperinflation is coming doomers. I remember reading the comments on Zerohedge, that's where I first heard of Bitcoin. It's...
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    Fed Interest Rate Decision for January 31: Should They Raise or Lower the Rate?

    Wow what a payroll number. +353K. Looks like there could a hike instead of lowering rates.
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    NY Community Bancorp Flashes a $560 Billion Real Estate Warning for Banks

    I'm surprised with NYCB still down heavy that IWM came back but KRE is still down heavy.
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    Anyone looking/ playing gold / gold miners?

    Lower rates & lower USD == higher Gold. I think today's action on rates was due to the panic at NYCB. Rates did rise intraday (as did the KRE). I think the best case for Gold is another crisis the Fed has to solve with their bazooka maybe a CRE implosion like NYCB?
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    NY Community Bancorp Flashes a $560 Billion Real Estate Warning for Banks

    I'm sure if it gets really bad the Fed will just bring back their junk vehicle like Maiden Lane I & II and just buy the toxic assets.
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    Fed Interest Rate Decision for January 31: Should They Raise or Lower the Rate?

    Wow. No rate cuts in March according to Powell. Here comes the vol.
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    HSBC failed to protect $142 billion in deposits, receives bumper fine

    When will regulators throw the book at these crooks? 87 million pounds? What a fucking joke. Their charter for banking should be revoked on the spot.
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    Nvda and law of large numbers

    If you think NVDA has gone up a lot, check out SMCI since last week. Its gone from $310 to $530+. Oh and the Wedbush analyst said it was overpriced at $250.
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    RIP

    She was the face of Digital Playground Studio in the transition phase of Porn from Glamour (Vivid & Wicked) to Gonzo Porn (Evil Angel & Jules Jordan). Digital Playground had some of the best big budget Porn like the Island Fever & Pirates series. Its pretty amazing that most of those films were...
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    Why Aren’t There Options on the New Bitcoin ETFs Yet?

    BITO has options but the spread doesn't make sense to me. It is always like 10-30% for no good reason. Even option contracts with huge volumes & very large open interest have huge spreads. I don't know if that will change for the spot ETFs.
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    Wheel strategy un hedged

    Actually Sanskrit is spoken but mainly among religious people that are Buddhists & Hindus. My mother's religious books are all written in Sanskrit.
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    Ahh yes here we goooo yet again. China pumping its markets up just like wallstreet does....

    When will the leadership in the Politburo fire that lunatic running the CCP? Until then nothing good will come from any such nonsense.
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