OT: Stock and Investment Thread

[T2Kplus20]

Wait, what? What is the rumor regarding Satoshi?

Satoshi = Adam Back

 

[T2Kplus20]

Yup it bounced at 200

Just got home from a work event. AMZN's report looks pretty damn good, but the market needs to flush from time to time.

 

[T2Kplus20]

I just noticed MSFT is sub $400 now. Wow, I remember it getting near $550 a while back. Some stuff seems to be on sale

Definitely on sale for long-term investors. FYI, I think GRNY is scheduled for its next quarterly rebalancing next week. Should be interesting to see the new additions and deletions!

 

[T2Kplus20]

In the end, earnings, and valuations compared to earnings, matter. Is it everything? No. It was a matter of time before the overpriced companies such as PLTR and other software companies corrected. And even though the mag 7 generate strong earnings, it’s unknown whether earnings growth will keep up with the spend. And from what we’ve seen, some of the Mag 7 valuations got excessive. I will now go back in my cave and hope for a better day tomorrow. And yes, I do have exposure to most of the Mag 7 and software companies. Just not excessive exposure, due to continuous rebalancing. And T2K, no need to beat me up . Although I’m sometimes bearish and you are almost always bullish, I’m sure you’ve done some rebalancing and more diversification along the way.

I never need to look at the market. If you post in this thread on a given day, the market is red.

But post more often, you always provide good insights and conversation! Yes, I'm a growth/tech lean, but have plenty of value-focused investments (VIG, VTV, DODGX, MGV). And more recently, gold and energy.

 

[T2Kplus20]

If we agree Bitcoin is in a bear market now, then the cycle top was October 6th. Check out the post below, verified as real, from December 12, 2023. They called the top, to the day, almost two years in advance, all from using 4 year cycle math. Remarkable.

I really think BTC's 4-year cycle has become a self-fulfilling prophecy. But hey, that makes buying and selling easy!

 

[Rutgers Chris]

I really think BTC's 4-year cycle has become a self-fulfilling prophecy. But hey, that makes buying and selling easy!

Could be. There’s a lot of them, no? Sell in May and go away, Santa rally, tax loss harvesting period, etc

 

[Bueller]

No silver can be had in Dubai or Perth. Demand is high and supplies are low but price is down - silver games. US/Mexico collab setting up and should increase price. Mexico world's largest producer,

Good video gives lay of the land and where the