The Investment Thread (4 Viewers)

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Turfie said:
Spent a long time looking at yet another weird day for memes. I think they were covering the ETF failure to delivers. They can do this anytime. But I think they covered violently.

This can cause a halt (which they can manipulate…never forget what happened a month and a half ago). But violent covering would also make options more expensive…due to enhanced volatility.
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I am thinking they want to create the look of a dead cat bounce before they’re forced to deliver on their FTDs and futures contracts by the third week of June.

I’m expecting a minor dip/flat-line this week.
 
Saint_Ward said:
What's been interesting to me, is that other than today, everything has pretty much been red, outside of a few small companies who crushed numbers. Even bonds are mostly down. A lot of folks just took their ball and went home (aka cashed out and are waiting).
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Most of the negative beta stocks were very green.
 
Going to be an interesting weekend with all the talk about Twitter and whether they will be able to prove the only 5% bots number.

Also, the news about consumer confidence down to an 11 year low will simmer over the weekend and lead to a lower opening Monday.
 
SaintInBucLand said:
Going to be an interesting weekend with all the talk about Twitter and whether they will be able to prove the only 5% bots number.

Also, the news about consumer confidence down to an 11 year low will simmer over the weekend and lead to a lower opening Monday.
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As someone that runs social media pages and groups, any of them claiming less than 30% bots are full of sheet. The bad part, they could easily purge 99% of them with very basic algorithms without having collateral damage.

For my weather group on Facebook I was able to get rid of all bots asking to join the group with a custom question. What color is the sky? Yes, that could get multiple acceptable answers but none of them are “Ok admin, I love group very much thank you” which is by far the most common response.

Why don’t they rid the platforms of bots? Simple, they become “unique users” in quarterly financial reports. When the platforms were in their infancy they really needed them to be there. When the platforms were growing rapidly they should have systematically reduced the bots but they got greedy. Now platforms like Facebook is in decline if Mark decided to go on a bot killing spree it would look like a massive loss of user and collapse the stock even more.
 
finance.yahoo.com

When your neighbor asks: 'Has the stock market bottomed yet?'

The bulls are beginning to stalk the stock market carnage. Here's what to watch in the markets on Monday, May 16, 2022.
finance.yahoo.com finance.yahoo.com

Mid way through is a link to a video with transcripts. Mostly that the days of easy cash are over so investors need to do their homework. Harder to make money without research.
 
Elon calling BS on Twitter's CEO claim that they cannot openly discuss the number of bot/spam accounts.
 
My portfolio is in complete shambles. That is all.

There needs to be a stock market customer service line so I can call and speak with a manager to lodge a formal complaint.

And also to file a claim to recoup lost funds.
 
kizzy821 said:
My portfolio is in complete shambles. That is all.

There needs to be a stock market customer service line so I can call and speak with a manager to lodge a formal complaint.

And also to file a claim to recoup lost funds.
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I get kicked in the nuts daily.
 
Walmart revealing abysmal inventory numbers today.



Was this just poor management or something more indicative of the overall economy?
 
SaintInBucLand said:
Walmart revealing abysmal inventory numbers today.



Was this just poor management or something more indicative of the overall economy?
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Probably a bit of both. Supply chain issues are pretty diverse, so I'm not shocked it would hit Walmart or other diverse stores more. The question will be how target fairs. Amazon might be another close example.

I agree with the guy at the end....using home depot as an example isn't an apples to apples comparison. Especially with home valuations being crazy. Up until recently it was pretty cheap to take an equity loan.
 
My mom imports a few things for her business. She had placed an order towards the end of 2020. From the time she placed the order to the time the items were ready to ship the freight price more than doubled. It was so expensive that she was willing to forego her deposit on the items and take the loss over bringing in items that she would have to price higher than she could sell in order to make a profit.

Yesterday two different freight companies called her out of the blue and informed her that they could now ship for the original quote price. This either means the shipping industry is finally getting caught up or a much more likely scenario is the demand has fallen off extremely fast. It could be some combination of both but I'm guessing this is much more demand driven than anything.

Yesterday I walked into a camera shop to pick up a lens that I had repaired. To my surprise, when I walked in they suddenly had the camera in stock I've been trying to buy for the last three months that has been out of stock everywhere.

Just a couple of anecdotal pieces of evidence but enough to make me think we are going to see at least some drop off in business ordering and consumer demand in the next wave of data. The good news, it likely means we are likely going to start see inflation numbers come down pretty quick. It'll be a race between easing inflation and reduced consumer demand that will determine if we enter a recession.
 

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