High P/E, but not crazy expensive on price to revs(15x). PLTR is off the charts(91x) in that regard.
OT: Stock and Investment Thread
- Thread starter RU05
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Up 40% today. At the very least there was a trade to be had.WOLF dumps hard. Bankruptcy report. Down about 60%. Buy the dip?
FYI - that $500k phase out is a killer.
All I get out of this is my share of the larger deficit.
ETA this is why I love munis
Cashed out my current GLD futures going into the long weekend! Another nice trade.
If someone makes over $500k, what is the SALT Cap? Is it back to 10k? Does it phase down from 40k to 30k, to 20k, depending on income level?
There is definitely a phase out range, but I'm not sure of the details. Once the phase out is complete, I assume you go back to the current $10k cap.....but not sure.
I believe the phase out is on the next 100k of income towards a 10k limit. Wouldn't be surprised if the final bill lengthens the spread out range but the limit is 10k for sure
Man, this on again, off again, on again tariff talk is driving me crazy. So hard to get a handle on the market. @T2Kplus20 , I know you'll say buy and hold, but that's not the only game in town.
+1
I definitely understand, but it's not the market, it's the person causing the market volatility. We are subjects to his whims, whether positive or negative. My buy and hold portfolio remains steady as we go. I will keep adding as appropriate.
Now, with my personal account (and COIN account), I am playing around more than normal. Buying some crazy dips and of course, loving my GLD futures!
President Trump is the most pro crypto president we’ve had.
If your time horizon is at least 5 years, and you're buying good companies, buy and hold is always the right strategy.
EU trade war back on pause. Market rally to resume on Tuesday.
More winning.EU trade war back on pause. Market rally to resume on Tuesday.
They lost so far. Michael buery lost on real estate until 2008.
Nothing has been proven. The market changes daily.
EU trade war back on pause. Market rally to resume on Tuesday.
EU agrees to fast-track US trade talks after weekend Trump call
The European Union has agreed to fast-track trade talks with the U.S. following President Donald Trump's threats of yet further sanctions against the region.The European Commission made the announcement Monday following a phone call between Trump and EU President Ursula von der Leyen. Trump had threatened last week to impose a further 50% tariff on European imports beginning June 1, but he has now agreed to delay the plan to July 9 to give time for negotiations.
Whoever finds the next great non-opioid pain medication will probably make $20B per year (at least). The demand for this is sky high.
Costco, but also the wawa’s and qk checks of the world.
That business model is gold.
Yup, some Sams Clubs have gas, but there are a lot more Wal-Marts then Sams around
Great quarter for CRM as well:
So much more amazing potential for this great company. Up 4% in extended.
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S&P 500 to 7,000 and beyond?
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I support all policy decisions that make the markets go up!Let’s get back to the high flying 20% returns like the last 2 years.
Posted in other thread... Trump has other options to fight for free and fair trade for Americans.
Tariffs Latest: Trade Court Strikes Down Levies. What the White House Could Do Next.
“The question in the two cases before the court is whether [IEEPA] delegates these powers to the president in the form of authority to impose unlimited tariffs on goods from nearly every country in the world,” the three-judge panel wrote. “The court does not read IEEPA to confer such unbounded authority and sets aside the challenged tariffs imposed thereunder.”The administration immediately filed notice that it would appeal.
Trump Has Options to Reinstate Blocked Tariffs, Goldman Says.
While the White House appeals the ruling, the Trump administration has a number of options available to reinstate the tariffs blocked by the court, according to Goldman Sachs analysts.Firstly, they could replace the 10% universal tariffs with a similar levy under Section 122 of the Trade Act 1974. It allows tariffs of up to 15% for a period of up to 150 days to address a balance of payments deficit. Goldman’s chief political economist Alec Phillips noted that Section 122 “does not require any formal investigation or process,” and could be implemented within days if necessary.
Alternatively, the Trump administration could launch Section 301 investigations on major trading partners—though this would take weeks or even months, they added.
Another route could see the Section 232 sector tariffs—imposed so far on steel, aluminum and autos—expanded to cover more industries. “If the White House finds it has less flexibility on country-focused tariffs, sectoral tariffs might receive more attention again,” Phillips said.
Finally, Section 338 allows President Trump to impose levies of up to 50% on countries that discriminate against the U.S. However, Goldman analysts pointed out that it’s never been implemented.
MSN
I'm way underperforming this morning as Cybers stocks are down and I'm pretty heavy in that sector including owning S, which is down 12ish% on weak guidance.
Uber is also down pretty big, not sure why, and it's one of my biggest positions.
Uber is also down pretty big, not sure why, and it's one of my biggest positions.
My biggest down position is ANET at -6%. Not sure why. Normally moves with NVDA.
Good strategy. Most people make money by buying high and selling higher.
If I had stayed in way back when it was in the teens and I was up 10x I would have trimmed substantially, but maintained a position. But since I missed it, I can't justify owning a stock that rich. Took my profit.
See if I can trade it again in the future.