Official Investing Thread

Discussion in 'The Mainboard' started by Joe Louis, Jul 12, 2010.

  1. BP

    BP Bout to Regulate.
    Donor
    Atlanta BravesGeorgia BulldogsAtlanta Falcons

    Same with Marcus
     
    kinghill likes this.
  2. soulfly

    soulfly Well-Known Member
    Donor
    Seattle MarinersSeattle SeahawksBarcelonaSeattle SupersonicsSeattle SoundersSeattle Kraken

    What’s everyone buying? Unfortunately I can’t really do much right now :ohdear:
     
  3. fish

    fish Impossible, Germany
    Donor
    Los Angeles DodgersLos Angeles RamsLos Angeles KingsSouthern California Trojans

    I'm just adding to VTI
     
  4. Seavie

    Seavie Loading tweet...
    Donor TMB OG
    Alabama Crimson Tide

    SCHB and SWLGX
     
    soulfly likes this.
  5. billdozer

    billdozer Well-Known Member
    Donor
    Clemson TigersCarolina Panthers

    Total US and Total International
     
  6. Russellin4885

    Russellin4885 Well-Known Member
    Donor
    North Carolina State Wolfpack

    For you or anyone else here. Excuse my ignorance on this, have been almost exclusively in real estate for investing, and while it's been very good to me want to start to diversify a bit. If I had say 25K-50K to play with would this be a good fund to just dump that into? From my initial research I like that I'm betting on the US Stock market basically as a whole and has super low expenses.
     
    Ty Webb and Tug like this.
  7. fish

    fish Impossible, Germany
    Donor
    Los Angeles DodgersLos Angeles RamsLos Angeles KingsSouthern California Trojans

    Your research is correct. It's a definitely for long term parking, though.
     
    BigReff73, Russellin4885 and jcb-r like this.
  8. TAXTAXTAX

    TAXTAXTAX Well-Known Member
    Donor
    Florida State Seminoles

    I bought some Ford, just because I think the F150 lightning is going to be huge. I'm also thinking of adding to some Chinese stock positions. They're just now reopening from COVID lockdown, and their central bank is easing, instead of tightening. Kinda concerned that strong dollar policy may hamper the China returns, though.
     
    Tug likes this.
  9. fish

    fish Impossible, Germany
    Donor
    Los Angeles DodgersLos Angeles RamsLos Angeles KingsSouthern California Trojans

    Buy a bunch of NIO and BABA, millions worth. Consider it a personal favor to me.
     
    brolift, TAXTAXTAX, Tug and 1 other person like this.
  10. Arliden

    Arliden Well-Known Member
    Donor

    Nothing at the moment but eventually when the Fed pivots Latin America (EWZ,ILF), gold/gold miners, O&G, mining stocks in general, and maybe a select few tech stocks.
     
  11. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    The idea this will cause any real inflation is very silly
     
    Iron Mickey, SD_Irish, Anison and 3 others like this.
  12. Det. Frank Bullitt

    Det. Frank Bullitt God Bless Texas
    Donor TMB OG
    Texas LonghornsManchester United

    it's a meme but yeah CA probably has 20B in the budget for this
     
  13. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    Yeah they had like 60b surplus or something crazy
     
  14. fish

    fish Impossible, Germany
    Donor
    Los Angeles DodgersLos Angeles RamsLos Angeles KingsSouthern California Trojans

    We should just secede.
     
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  15. TAXTAXTAX

    TAXTAXTAX Well-Known Member
    Donor
    Florida State Seminoles

    Even Milton Friedman would agree that states can't cause inflation.
     
  16. kinghill

    kinghill Cool American Flavour
    Donor
    Miami HurricanesMiami MarlinsMiami DolphinsMiami HeatPoker

    I have around 1k in TD ameritrade sitting in cash, gimme some ideas to throw it at
     
  17. Bo Pelinis

    Bo Pelinis Yesterday is a hard word for me.
    Donor TMB OG
    Nebraska CornhuskersKansas City RoyalsKansas City ChiefsBig 8 Conference

    Ape NFTs
     
    Iron Mickey, Ty Webb, jcb-r and 5 others like this.
  18. AptosDuck

    AptosDuck Pedantic Hausfrau
    Donor
    California Golden Bears

    $97B

    Homeless and education could use some help too
     
    shawnoc, brolift and Lyrtch like this.
  19. AptosDuck

    AptosDuck Pedantic Hausfrau
    Donor
    California Golden Bears

    JOBY
    NRGV

    Find a green tech that has a lot of room to grow
     
    kinghill likes this.
  20. soulfly

    soulfly Well-Known Member
    Donor
    Seattle MarinersSeattle SeahawksBarcelonaSeattle SupersonicsSeattle SoundersSeattle Kraken

    SGML babayyyy

    Kidding, but I do think they’re going to rocket given market demand for lithium and how they’re operating things from a minimally intrusive standpoint. It’s a lithium company based out of Canada that is setting up shop in Brazil and I like their sustainable approach as it concerns the environment. They aren’t fully operational with their plant yet.
     
    Ty Webb likes this.
  21. kinghill

    kinghill Cool American Flavour
    Donor
    Miami HurricanesMiami MarlinsMiami DolphinsMiami HeatPoker

    re SGML I should stay away from buying stock that is up 209% in the past year… feel like I missed the opportunity there. Been burned many times before trying that.

    But maybe it’ll keep rocketing
     
  22. BP

    BP Bout to Regulate.
    Donor
    Atlanta BravesGeorgia BulldogsAtlanta Falcons

    GLNCY
    Could do well with Cobalt mines.
     
    kinghill likes this.
  23. BP

    BP Bout to Regulate.
    Donor
    Atlanta BravesGeorgia BulldogsAtlanta Falcons

  24. brolift

    brolift Well-Known Member
    Donor
    Kansas State WildcatsDenver NuggetsKansas City ChiefsBarAndGrillBig 8 Conference

    Rly like this. Nubank also might be worth a look at some point.
     
  25. brolift

    brolift Well-Known Member
    Donor
    Kansas State WildcatsDenver NuggetsKansas City ChiefsBarAndGrillBig 8 Conference

    UUP
     
  26. Ralph

    Ralph Well-Known Member
    Donor

    [​IMG]
     
    brolift likes this.
  27. soulfly

    soulfly Well-Known Member
    Donor
    Seattle MarinersSeattle SeahawksBarcelonaSeattle SupersonicsSeattle SoundersSeattle Kraken

    I bought in at 8.19 :feelsgoodman:

    Only bought 5 shares :feelsbadman:
     
    kinghill likes this.
  28. C A N E

    C A N E Let justice be done though the heavens fall
    Donor
    Miami HurricanesMiami Heat

    VOO

    im old and boring
     
  29. jcb-r

    jcb-r Back and better than ever
    Rutgers Scarlet KnightsNew York MetsBrooklyn NetsTennessee TitansNew Jersey Devils

    0DTE OTM SPY calls.
     
    ScFan27, letan and VictorJ24 like this.
  30. Arrec Bardwin

    Arrec Bardwin He ain’t me, he can’t be me
    Donor
    Auburn TigersAtlanta BravesAtlanta FalconsChelseaAtlanta United

    Stonks
     
    brolift likes this.
  31. Arliden

    Arliden Well-Known Member
    Donor



    Not great Bob.
     
    Chumbolone, brolift and Sportfan like this.
  32. kinghill

    kinghill Cool American Flavour
    Donor
    Miami HurricanesMiami MarlinsMiami DolphinsMiami HeatPoker

  33. kinghill

    kinghill Cool American Flavour
    Donor
    Miami HurricanesMiami MarlinsMiami DolphinsMiami HeatPoker

    end of month savings/networth review

     
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  34. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor



    For people on the housing bubble watch
     
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  35. BP

    BP Bout to Regulate.
    Donor
    Atlanta BravesGeorgia BulldogsAtlanta Falcons

  36. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    Also noted covid denier
     
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  37. Paddy Murphy

    Paddy Murphy Well-Known Member
    Atlanta BravesCarolina PanthersWofford TerriersUnited States Men's National Soccer TeamLiverpoolCharlotte FC

    I don’t think he’s far off in the potential for earnings compression to be equally as painful as the multiple compression. I have a pretty good view into the factors that drive multiple valuation in markets, I don’t on earnings. The only thing I am seeing right now is a lot of name brand consumer goods companies saying inventories relative to sales have spiked which is a negative for earnings outlook.

    Consumers apparently still have record levels of cash on hand but we may be at the part of inflation where consumers have sort of spit the bit on spending as a matter of principle based on their expectation of what a plane ticket, or a vacation, or dinner out should cost vs what it does. Even though they are flush, they are turning off the faucet. What you do to solve that I don’t know, other than continue to try and drive costs down.
     
    Ty Webb, Tug, Arliden and 1 other person like this.
  38. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

  39. Arliden

    Arliden Well-Known Member
    Donor

     
    Whammy likes this.
  40. Arliden

    Arliden Well-Known Member
    Donor

    I think the above tweets from Jurrien I posted earlier this month are good to review for most. It is all about earnings now, interest rates rising changed the "P" in P/E, now its about the "E"

    As shown above if earnings come in at expectations then we are relatively fairly valued, if they come in at 0 or even negative we have further to fall.

    I think we have further to fall.
     
    brolift and Whammy like this.
  41. The Milkman

    The Milkman Send lawyers, guns and money, shit has hit the fan
    Donor

    Agreed, there will not be a recession bc he is a covid denier. I get the logic
     
    NothingIsOT likes this.
  42. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    I think taking people's history in account regarding macro things is good
     
  43. Arliden

    Arliden Well-Known Member
    Donor



    Also another good article on earnings for people to read, I think it’s generally pretty layman so it’s easier to understand for most.
     
  44. pennstate2012

    pennstate2012 Well-Known Whore
    Donor
    Pittsburgh SteelersPenn State Nittany LionsPittsburgh Penguins

    Just my opinion, trying to say that earnings are going to fall without P/E ratio increasing is too negative of a view. It could happen, but there would have to be a continued negative view on growth (long term recession) to have that happen.
     
  45. The Milkman

    The Milkman Send lawyers, guns and money, shit has hit the fan
    Donor

    Near term of full term?
     
  46. The Milkman

    The Milkman Send lawyers, guns and money, shit has hit the fan
    Donor

    I don’t agree with Burry. I just think it’s petty to make a no qualifying statement to support your uneducated economic theory.
     
  47. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    He got one call right that got blown up via Hollywood, the fan club is silly.
     
  48. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    I think framing his current position based on something from over a decade ago vs something from two years ago is telling in what frame you accept.