The Investment Thread (4 Viewers)

[Cage1]

Wasn't Goldman Sachs the "too big to fail" company from 2008 or whenever?

 

[superchuck500]

Wasn't Goldman Sachs the "too big to fail" company from 2008 or whenever?

There was a group of eight companies deemed too big to fail after Lehman Bros failed.

Goldman was one of them.

 

[DaveXA]

There was a group of eight companies deemed too big to fail after Lehman Bros failed.

Goldman was one of them.

That was such a crazy time. And to think, I worked as a financial advisor with my dad and brother at the time. Interesting memories. There were some difficult discussions with clients for sure. I remember when we were hours from contagion.

Lehman was definitely a shock to the system, but man, it could have been so, so much worse, lol.

 

[Turfie]

I find glitches interesting. Something somewhere caused something. Normally glitches happen when there is a manual input into some feed.

Glitches get stitches.

 

[Turfie]

All these years later. These same stocks often do the exact same thing at the exact same time. I could only find these 3 stocks that had a shot of volume and a relatively big green candle at exactly 11:00am.

All the major indexes and ETFs were flat or down at this exact time. Even the major retail ETF (XRT) was flat or down.

It remains one of the most interesting things in the market to me.

 

[Saint_Ward]

This past month hasn't been great for the market. Overall the year is up a lot.

AMZN popped today. Up around 7%. Hovering close to $200/share. I sold off a small amount to lock in profits. I'll buy back in on their next good dip.

I haven't been paying attention as much, because I was caught flat footed on CVI doing poorly. So poorly, they aren't paying their dividend, which is the main reason I have them.

 

[Cage1]

That being said, AI isn't done by a long shot. And Intel has been dumping tons of cash into ramping up capacity. They pay a decent dividend.

https://finance.yahoo.com/news/intel-pausing-dividend-dividend-paying-220036127.html

They're still a blue chip Dow company.

https://finance.yahoo.com/news/nvidia-replace-intel-dow-jones-212628611.html

That being said, I'm long on Intel, so if you sold them short, you'd probably do fine.

 

[Turfie]

How’s everyone feeling about the Fed meeting today? Think a rug pull is coming?

 

[efil4stnias]

How’s everyone feeling about the Fed meeting today? Think a rug pull is coming?

Rug pull as in no rate cut? all signals point to a rate cut so not sure why they wouldnt keep with the cut.

its been widely public that a .25 cut was coming- i dont think that if it doesnt happen will be a rug pull. If it were .50 pts - maybe so.

But all im reading is that Powell will stay the course and do .25

 

[efil4stnias]

On investing side- chip/AI computing is racing.

 

[Saint_Ward]

I got into Dutch Bros a few months back. They popped today. It's dropping, but still up like 28%. I sold off a bit to lock in some profits. Up about 50% since I bought in.

 

[efil4stnias]

I just moved some into defense and bought more IONQ

 

[Turfie]

All these years later. These same stocks often do the exact same thing at the exact same time. I could only find these 3 stocks that had a shot of volume and a relatively big green candle at exactly 11:00am.

All the major indexes and ETFs were flat or down at this exact time. Even the major retail ETF (XRT) was flat or down.

It remains one of the most interesting things in the market to me.

Called it. Bet on it. Nice chunk of money. That blip on the radar on all 3 at the exact same time on the exact same day. Even tho it finished red on the day itself,

October 25th I saw it. And it was literally on the month low. But the signal was there.

Pounded it. Up 32% since.

 

[El Caliente]

Have you guys looked at rebalancing your portfolios since Trumps win?

I saw a blurb that folks who had 60/40 (fixed equities/fixed income) portfolios in 2020, and didn’t touch them now have 80/20 portfolios. Seems like we are all ripe for a rebalancing. I’m personally wondering how I should shift my portfolio after the win. Thinking more small to mid-caps.

 

[DaveXA]

Have you guys looked at rebalancing your portfolios since Trumps win?

I saw a blurb that folks who had 60/40 (fixed equities/fixed income) portfolios in 2020, and didn’t touch them now have 80/20 portfolios. Seems like we are all ripe for a rebalancing. I’m personally wondering how I should shift my portfolio after the win. Thinking more small to mid-caps.

I haven’t really done a deep dive or anything, but a starting point could be looking at what the movers were during his first administration before Covid hit. Obviously there’s a lot more global headline risk, so you’ll need to factor that in since there was no Ukraine/Israel conflict going on at that time.

Also, interest rates and inflationary conditions will have an impact even after the recent 25 basis point cut.