OT: Stock and Investment Thread
- Thread starter RU05
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I was down over 50% for quite a while, now up almost 30%
Oh no - most of the country has woken-up to the psyops that media is. They dont report news - they distribute narratives (usually wrong and biased). Media tells whoppers everywhere and about anything. They use echo chamber tactic so the same news seems to come from dozens different sources but its all the same.
Trust in media is so low that half of Americans now believe that news organizations deliberately mislead them
Only 23% of respondents believed journalists were acting in the public's best interests.
Ukraine was just the easiest example. Notice how quiet the news is now that Ukraine is crushed with a half million Uks dead. Many of the billions US gave Zel never left US - it went right to contractors in US and they back to DC. The people no longer support money laundering so the economic arsonists have another plot - they want to take Russians assets and give them to Ukraine. That would result in gut punch to US and kick off economic war and fuel Brics (which US seems eerily happy about).
I saw a really interesting discussion with a currency expert/investment banker/lawyer/Princeton prof who is warning the US is playing with fire.
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Oh no - most of the country has woken-up to the psyops that media is. They dont report news - they distribute narratives (usually wrong and biased). Media tells whoppers everywhere and about anything. They use echo chamber tactic so the same news seems to come from dozens different sources but its all the same.
Trust in media is so low that half of Americans now believe that news organizations deliberately mislead them
Only 23% of respondents believed journalists were acting in the public's best interests.fortune.com
Ukraine was just the easiest example. Notice how quiet the news is now that Ukraine is crushed with a half million Uks dead. Many of the billions US gave Zel never left US - it went right to contractors in US and they back to DC. The people no longer support money laundering so the economic arsonists have another plot - they want to take Russians assets and give them to Ukraine. That would result in gut punch to US and kick off economic war and fuel Brics (which US seems eerily happy about).
I saw a really interesting discussion with a currency expert/investment banker/lawyer/Princeton prof who is warning the US is playing with fire.
I swear I wasn’t asking you to tell us more.
Well, per Yogi, “when you come to a fork in the road, take it.” Is it time to take it, or do we wait?
PPI (leading indicator for CPI) goes deflationary last month:
Exclusive | ESPN, NFL in advanced talks on agreement that could give league stake in TV giant
If an agreement goes through, NFL Media, which includes NFL Network, would fall under the Disney umbrella.
nypost.com
wow and not goodExclusive | ESPN, NFL in advanced talks on agreement that could give league stake in TV giant
If an agreement goes through, NFL Media, which includes NFL Network, would fall under the Disney umbrella.
Oh no - most of the country has woken-up to the psyops that media is. They dont report news - they distribute narratives (usually wrong and biased). Media tells whoppers everywhere and about anything. They use echo chamber tactic so the same news seems to come from dozens different sources but its all the same.
Trust in media is so low that half of Americans now believe that news organizations deliberately mislead them
Only 23% of respondents believed journalists were acting in the public's best interests.
Ukraine was just the easiest example. Notice how quiet the news is now that Ukraine is crushed with a half million Uks dead. Many of the billions US gave Zel never left US - it went right to contractors in US and they back to DC. The people no longer support money laundering so the economic arsonists have another plot - they want to take Russians assets and give them to Ukraine. That would result in gut punch to US and kick off economic war and fuel Brics (which US seems eerily happy about).
I saw a really interesting discussion with a currency expert/investment banker/lawyer/Princeton prof who is warning the US is playing with fire.
Lol
Russia hasn’t been a superpower in quite some time…
You don’t like the ex-military author I guess. If you choose to believe someone like Bannon and his propagandists then go right ahead. I could post a Reuters article if you’d prefer but that may be too MSM for ya.
It’s no secret Russia is a semi-failed state ruled by a fascist dictator. Sorry if the truth might hurt your narrative.
Now go buy some MSFT before it’s too late and the profit-takers start doing their thing.
In 2023
The Model Y was the best selling vehicle on the planet
Record production at Giga Shanghai
Record deliveries in China
Tesla has 17 days of inventory compared to ~40 days for other auto manufacturers
I never heard of the guy. I just looked at some of the other articles and could see the site was a grift for gullible war mongers. I didn't watch the Bannon video because he is also a warmongering grifter.
Russia is beating NATO militarily, politically and financially. It's been this way for over a year. Even the MSM media is starting to admit it. You need new sources.
I don't know what you are talking about with MSFT.
Sorry I disagree with your hero Bannon the bankster.
And you’re the one who follows the white rabbit just as “Q” says. Not me.
And Roger Stone is a hero too I suppose.
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Russia is a failed state with a desperate dictator. It’s not even debatable.
MSFT is a stock you should be buying (since this is a stock thread).
US isn't really a superpower either.
Its bankrupt and has collapsing borders, cities, military, infrastructure.
US does more to damage itself than the enemies do
US just took a slap at Houthis - who get funding/training from Iran - who US gave billions to by saying funds "belonged to them" but are now wanting to take Russian assets that "belong to them".
Most of the world knows how dumb/corrupt US is.
SCOTUS justice from Harvard cant say what a woman is.
Russia doing fine and one reason is because US dopes raised the price of Russian oil.
"Compared with expectations widespread in the West two years ago – that sanctions and the draining effects of Vladimir Putin’s Ukraine war could lead to economic collapse – the Russian economy is doing strikingly well."
Bannon is actually against all the wars and calls out the neo-cons as "warmongers" who like long, $drag-out wars$. Politics aside, Bannon is pretty sage on economics and is rarely wrong. He has a Georgetown degree in IR, Harvard MBA from when it was still a good uni, and he worked for Goldman in acquisitions. He was in Navy for eight years and worked in Hollywood (still gets residuals from Seinfeld). He worked in White House and media, He knows all the gimmicks and tricks, lies and excuses.
He's a whiz at math (190 IQ - rarely needs a calculator) and knows what all the numbers really mean. After listening to him a person realizes most pols really dont understand finance/math anymore more than they understand military and international affairs. He gets the best guests because they know he can hang with them
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When I heard Citigroup would be dropping 20,000 workers - while media hyped jobs and stocks - I was reminded of a Kramer meme I had. I also saw an article about how "emergency funds" were being used to goose the banks and keeping those market sugar highs going (until Nov anyway).
Smoke and mirrors through the year imo
Smoke and mirrors through the year imo
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There are separate sects among the warmongers. Dems push for war against Russia, Republicans push for war in the middle east and guys like Bannon push for war with China.
Sadly they are all getting their way right now to the detriment of the US citizen.
Citi with a pretty brutal quarter.....and yet the stock was up, typically a pretty good sign.When I heard Citigroup would be dropping 20,000 workers - while media hyped jobs and stocks - I was reminded of a Kramer meme I had. I also saw an article about how "emergency funds" were being used to goose the banks and keeping those market sugar highs going (until Nov anyway).
Smoke and mirrors through the year imo
Restructuring play, company streamlining, hence the layoffs. Super cheap on price to book. Actually on a pretty nice run since Oct lows. 4% div.
C'mon guys. Isn't there like a whole board for such talk?
Doesn't seem like a move someone trying to sell ESPN makes.Exclusive | ESPN, NFL in advanced talks on agreement that could give league stake in TV giant
If an agreement goes through, NFL Media, which includes NFL Network, would fall under the Disney umbrella.
And I hear a lot of people saying "AAPL should buy ESPN" because of how it will jumpstart their streaming business.
But why wouldn't Disney just keep it to enable the next phase of their streaming business?
And I do understand that ESPN is losing value as cord cutting becomes more and more of a reality, but "imagine if AMZN bought it" doesn't jive with "Disney needs to unload this anchor".
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Listened to it. Excellent show as per usual.
Ives was listing off his cybersecurity plays, which typically are very expensive, and he was high on FTNT, which for the space, is fairly cheap having coming off a couple bad qtr's.
I've been watching it bounce after it's last report. quickly rebounded from $50 to $62.
Also a Stephanie Link(Halftime) owned stock, which is why I've been watching.
I like his small/mid-cap cybersecurity picks.....Tenable (TENB) and Cyberark. He also mentioned TLS as a micro turnaround play.
I already own FTNT via's FS Insights stock list.
ESPN's future value is streaming live sports. Disney can keep it and contract it out to the Apple or Primes of the world or just sell. I heard a few Iger interviews that makes me think they want to keep it.
MSFT is on a roll and it doesn't look to be stopping anytime soon. Fine with me since it's my biggest holding across our entire portfolio. Nadella is just crushing it with Copilot and AI.
TLS is cheap, 2x price to rev's, 2x price to book, though it's not profitable and it's rev's are down. Rev's expected to grow again into next year, but modestly.
Came public in 2020, and the overall chart is terrible, but the 9 month chart is trending upward.
Ives talked about TLS for a bit during the webinar with Tom Lee (it was actually in response to a question I asked!). I post some TL content in the "other thread".
Just went back to the webinar and check what exactly he said. TLS is highly leveraged to federal/gov which is a growing space. He seems to think this area is ripe for consolidation. I need to dive into TLS more, since as you point out, its performance has been poor for a while.
Ives was super bullish on Tenable and Cyberark and Tom Lee agreed.
TENB is a lot cheaper on price to rev's. And it's not like CYBR is expected to grow significantly faster, so not sure the why. They are expected to see a big jump in cash flow yoy.Ives talked about TLS for a bit during the webinar with Tom Lee (it was actually in response to a question I asked!). I post some TL content in the "other thread".
Just went back to the webinar and check what exactly he said. TLS is highly leveraged to federal/gov which is a growing space. He seems to think this area is ripe for consolidation. I need to dive into TLS more, since as you point out, its performance has been poor for a while.
Ives was super bullish on Tenable and Cyberark and Tom Lee agreed.
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Check it out, TLS is involved with the TSA Pre-Check program!
I will likely start small positions in TENB and CYBR on any signs of weakness. By the way, I made a few option moves last week. Moved my PFE position to LEAP call options Jan 2026 $30, which seemed cheap. Jumped back into RIVN also with LEAP calls Jan 2026. Dumped YINN for KWEB Jan 2025 calls (small position just for the hell of it). We shall see!