BMW 1-Series Forum (F20) 135i - 1Addicts.com > BIMMERPOST Universal Forums > Off-Topic Discussions Board > Stock market tips and experiences
Post Reply
 
Thread Tools Search this Thread
      01-11-2022, 05:40 PM   #6865
BMW F22
Major General
BMW F22's Avatar
United_States
3540
Rep
9,785
Posts

Drives: ///M235i
Join Date: Nov 2005
Location: Bay Area

iTrader: (8)

I don’t understand the market…
Appreciate 4
XKxRome0ox1587.50
barcelona268.50
Germanauto9665.50
paquet629.50
      01-11-2022, 09:17 PM   #6866
chassis
Colonel
chassis's Avatar
6374
Rep
2,283
Posts

Drives: 9Y0 Cayenne S
Join Date: Mar 2019
Location: Einbahnstraße

iTrader: (0)

Garage List
QQQ is good. So are many of its components.
Appreciate 1
DrFerry6722.50
      01-12-2022, 05:31 PM   #6867
barcelona
Major
barcelona's Avatar
Canada
269
Rep
1,417
Posts

Drives: X
Join Date: Jul 2013
Location: Toronto

iTrader: (0)

MS updated research MSFT

Is it ok to post research?
Attached Images
 
Appreciate 0
      01-12-2022, 07:05 PM   #6868
antzcrashing
Brigadier General
antzcrashing's Avatar
United_States
1875
Rep
3,201
Posts

Drives: 2018 BMW 440i GC
Join Date: Sep 2007
Location: Eastern MA

iTrader: (1)

Garage List
Quote:
Originally Posted by BMW F22 View Post
I don’t understand the market…
Be specific, but I am going to guess you mean how can nasdaq rise while inflation is at 40-year high and fed should be forced to hawkish
Appreciate 0
      01-13-2022, 02:31 AM   #6869
BMW F22
Major General
BMW F22's Avatar
United_States
3540
Rep
9,785
Posts

Drives: ///M235i
Join Date: Nov 2005
Location: Bay Area

iTrader: (8)

Quote:
Originally Posted by antzcrashing View Post
Be specific, but I am going to guess you mean how can nasdaq rise while inflation is at 40-year high and fed should be forced to hawkish
Pretty much. Dips few days in a row and recovers a few days in a row. Hard to understand the reasonings.
Appreciate 0
      01-13-2022, 04:29 AM   #6870
barcelona
Major
barcelona's Avatar
Canada
269
Rep
1,417
Posts

Drives: X
Join Date: Jul 2013
Location: Toronto

iTrader: (0)

My concern is if the Fed has made a policy error. I expect 2022 to be volatile, hence I have more cash.
Appreciate 0
      01-13-2022, 06:32 PM   #6871
antzcrashing
Brigadier General
antzcrashing's Avatar
United_States
1875
Rep
3,201
Posts

Drives: 2018 BMW 440i GC
Join Date: Sep 2007
Location: Eastern MA

iTrader: (1)

Garage List
Quote:
Originally Posted by BMW F22 View Post
Quote:
Originally Posted by antzcrashing View Post
Be specific, but I am going to guess you mean how can nasdaq rise while inflation is at 40-year high and fed should be forced to hawkish
Pretty much. Dips few days in a row and recovers a few days in a row. Hard to understand the reasonings.
I hear ya, I think the market is in between 2 opinions: the obvious one, which may be too obvious: the fed raises rates and growth stocks like Nasdaq index go down, and another opinion: the fed is full of shit and biding time for the covid economy to fix itself, and less rate hikes needed. Yesterday it was the latter, today it was the former. This ping pong is likely to continue until he market makes a choice
Appreciate 0
      01-13-2022, 10:38 PM   #6872
chassis
Colonel
chassis's Avatar
6374
Rep
2,283
Posts

Drives: 9Y0 Cayenne S
Join Date: Mar 2019
Location: Einbahnstraße

iTrader: (0)

Garage List
The economy is strong. The market volatility is taper and rate tantrum. It must be that way because interest rates and liquidity are used to price assets and value cash flows. It doesn’t structurally change the prospects for most businesses. I expect good Q4 and Q1 earnings. Q2 also for that matter.

One Fed governor today said inflation at 2.5% by year end. I believe it, on a monthly basis. Full year 2022 inflation will be higher but we should enter 2023 much closer to long range average.

Last edited by chassis; 01-18-2022 at 06:34 PM..
Appreciate 2
      01-15-2022, 01:08 PM   #6873
barcelona
Major
barcelona's Avatar
Canada
269
Rep
1,417
Posts

Drives: X
Join Date: Jul 2013
Location: Toronto

iTrader: (0)

Fwiw, 1st time Iv'e seen Bill & Melinda Gates Foundation Trust own MSFT. It's a small portfolio with a large purchase in Q3.
Appreciate 0
      01-16-2022, 06:24 AM   #6874
barcelona
Major
barcelona's Avatar
Canada
269
Rep
1,417
Posts

Drives: X
Join Date: Jul 2013
Location: Toronto

iTrader: (0)

I do a weekly check on Puru's twitter ...he loves high CAGR tech.
Anyone have some source of info ( blog, twitter, podcast... ) that they follow and seems to work with for them ?




Puru Saxena
@saxena_puru
·
Jan 13
Very difficult to forecast when the final selling climax might come but my best guess is during Q1...

When indices crack, economy wobbles and inflation rolls over, Fed will probably fold like a lawn chair - that'll trigger a massive rally and growth stocks will do a moonshot.
Appreciate 0
      01-18-2022, 01:26 PM   #6875
XutvJet
Major General
5488
Rep
5,334
Posts

Drives: 2011 Cayman Base, 2016 M235
Join Date: Mar 2016
Location: Kansas City

iTrader: (-1)

I might end up making out like a bandit. I bought 500 share of Activision Blizzard for $35/share a few years back. Today Microsoft announced a cash buy out of AB today. Share prices took off and now in the $80s, though still not near their top price of $103 a few months back.
__________________
The forest was shrinking, but the Trees kept voting for the Axe, for the Axe was clever and convinced the Trees that because his handle was made of wood, he was one of them.
Appreciate 4
XKxRome0ox1587.50
barcelona268.50
chassis6373.50
      01-18-2022, 09:15 PM   #6876
antzcrashing
Brigadier General
antzcrashing's Avatar
United_States
1875
Rep
3,201
Posts

Drives: 2018 BMW 440i GC
Join Date: Sep 2007
Location: Eastern MA

iTrader: (1)

Garage List
Quote:
Originally Posted by XutvJet View Post
I might end up making out like a bandit. I bought 500 share of Activision Blizzard for $35/share a few years back. Today Microsoft announced a cash buy out of AB today. Share prices took off and now in the $80s, though still not near their top price of $103 a few months back.
I own it too. Should go up a bit more if the deal goes through. Hold and they turn into Microsoft shares at that value
Appreciate 0
      01-25-2022, 06:49 PM   #6877
XKxRome0ox
e90noob
XKxRome0ox's Avatar
United_States
1588
Rep
1,857
Posts

Drives: '08 E90 M3
Join Date: Mar 2012
Location: Los Angeles, CA

iTrader: (4)

has the bleeding finally stopped?
__________________
2008 E90 M3 / LCI trunk + euro tail swap

Production date - 2008-04-22
Appreciate 0
      01-26-2022, 12:44 AM   #6878
Humdizzle
Brigadier General
6024
Rep
3,610
Posts

Drives: GT3 + M2c
Join Date: Oct 2016
Location: Missouri

iTrader: (0)

Quote:
Originally Posted by XKxRome0ox View Post
has the bleeding finally stopped?

i hope so. microsoft earnings report didn't help.
its gonna come down to what the Fed decides on wednesday
__________________

2018 Porsche GT3 6MT
2021 M2C DCT
Previous: Ferrari 458 | R35 GTR | F80 M3 | E46 M3 | E36 M3 | Scion FRS
Appreciate 1
vreihen1614885.00
      01-26-2022, 01:20 AM   #6879
chassis
Colonel
chassis's Avatar
6374
Rep
2,283
Posts

Drives: 9Y0 Cayenne S
Join Date: Mar 2019
Location: Einbahnstraße

iTrader: (0)

Garage List
The Fed is driving the bus. Corporate earnings are secondary for the moment. Interest rates need more clarity
Appreciate 1
vreihen1614885.00
      01-26-2022, 07:21 AM   #6880
barcelona
Major
barcelona's Avatar
Canada
269
Rep
1,417
Posts

Drives: X
Join Date: Jul 2013
Location: Toronto

iTrader: (0)

What Powell actually does maybe different than what he says. Need say 6 months to determine.
Appreciate 0
      01-26-2022, 05:03 PM   #6881
ASAP
Major General
ASAP's Avatar
10051
Rep
8,566
Posts

Drives: '23 X3 M40i
Join Date: Sep 2012
Location: FL

iTrader: (0)

Quote:
Originally Posted by barcelona View Post
What Powell actually does maybe different than what he says. Need say 6 months to determine.
Based on today... definitely true...

The fed is a figment at this point.
__________________
2 x N54 -> 1 x N55 -> 1 x S55-> 1 x B58
Appreciate 0
      01-26-2022, 05:04 PM   #6882
ASAP
Major General
ASAP's Avatar
10051
Rep
8,566
Posts

Drives: '23 X3 M40i
Join Date: Sep 2012
Location: FL

iTrader: (0)

Quote:
Originally Posted by XKxRome0ox View Post
has the bleeding finally stopped?
Real bleeding started?
__________________
2 x N54 -> 1 x N55 -> 1 x S55-> 1 x B58
Appreciate 0
      01-26-2022, 05:23 PM   #6883
mdf
Private
279
Rep
57
Posts

Drives: 2018 230i
Join Date: Dec 2020
Location: CA

iTrader: (0)

Good article on CNBC today about how AMC played its meme rally.

https://www.cnbc.com/2022/01/26/how-...-business.html

$1.91 to $70 to $16 is quite a ride.
Appreciate 0
      01-26-2022, 06:56 PM   #6884
antzcrashing
Brigadier General
antzcrashing's Avatar
United_States
1875
Rep
3,201
Posts

Drives: 2018 BMW 440i GC
Join Date: Sep 2007
Location: Eastern MA

iTrader: (1)

Garage List
I'm not sure we have seen the worse of the declines. Its not a sell all stocks moment, but reduce exposure to high risk stocks, increase exposure to better alternatives moment.
Appreciate 1
barcelona268.50
      01-27-2022, 05:04 AM   #6885
barcelona
Major
barcelona's Avatar
Canada
269
Rep
1,417
Posts

Drives: X
Join Date: Jul 2013
Location: Toronto

iTrader: (0)

Quote:
Originally Posted by ASAP View Post
Based on today... definitely true...

The fed is a figment at this point.
My unrealized gains have become a figment. It's gonna be a long year.
Appreciate 0
      01-27-2022, 05:20 AM   #6886
barcelona
Major
barcelona's Avatar
Canada
269
Rep
1,417
Posts

Drives: X
Join Date: Jul 2013
Location: Toronto

iTrader: (0)

Quote:
Originally Posted by mdf View Post
Good article on CNBC today about how AMC played its meme rally.

https://www.cnbc.com/2022/01/26/how-...-business.html

$1.91 to $70 to $16 is quite a ride.
Good stuff. I stayed away from AMC. I did buy Viac after Bill Huang aka the tiger cub from Julian Robertson pulled a fast one. It was suppose to be value after the big fall. I took my stop loss. It was worse than a value stock, depreciating value like my car. haha

Speaking of streaming and value, Bill "hell is coming" Ackman bought 3.1m shares NFLX.
Appreciate 0
Post Reply

Bookmarks

Thread Tools Search this Thread
Search this Thread:

Advanced Search

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off



All times are GMT -5. The time now is 10:24 AM.




1addicts
Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
1Addicts.com, BIMMERPOST.com, E90Post.com, F30Post.com, M3Post.com, ZPost.com, 5Post.com, 6Post.com, 7Post.com, XBimmers.com logo and trademark are properties of BIMMERPOST