Started buying GLD futures on Coinbase. 19x leverage. So for about $140, you get exposed to the movement of a full oz of gold. Also thinking about GLD leaps calls via Fidelity.
Ugh I knew NFLX was going to crush it but didn’t pull the trigger! It’s a monster and I’m not sure it has any real competition at this point. I will look to buy on a pullback.
+1
When you hear what they pay for content from Sandler, Chapelle, etc it’s a wonder how they make money. Yet they continue to kill it
NFLX is a stock that I never got into. One of the stocks that I missed out on all the way up. I never could see how they would maintain a dominance in this industry.
Agree - I figured competitors would catch up. Create better content. Flood the content market. Nope - NFLX is King and it’s not even close.
They almost lost their stand up comedy hold to YouTube and direct to consumer. They got a little over the top in content moderation and a few comedians showed them they didn’t need them and went right to YouTube. It looks like they’ve backed off of that and are back on top there.
Actually, they seem to be cutting back on the programming and expecting viewers to watch their productions from other countries like Mexico, Spain, Belgium and Korea. I don’t like it since the filming is not as professional but I do watch them since there not enough original production in English and better plots. With so few movies hitting the big screen, Netflix now controls the salaries of the big stars and has shown you don’t need a star for most of their production.
Very nice earnings report and buyback for GE. Stock now over $200.
Exactly! Main reason to invest in Bitcoin is for the alpha.
I am not a big fan of stop loss and use it sparingly. If I have to use it too often then I am going something wrong.
I can’t tell if Rivian will ever be more than a trade. I like the product/brand but I can’t see EVs doing much under Trump notwithstanding Elon.
They have a great product and a following. At worst, they will be bought by somebody.
It would get the cost of housing/shelter down (which is the only thing mathematically keeping core CPI slightly elevated).
Happily holding AVGO and CRWD, looking to jump back into RIVN just to see what happens.
MSFT is the only ticker I follow closely and it seems as though a slow grind higher is expected…with all price targets in the 500+ range. Price has rallied the past two weeks in anticipation of earnings release but similar price action happened last quarter and the stock went back down in the days after the earnings release because it was a meh report for a Mag7. Cloud growth is now expected to increase for the March quarter but not for the Sep-Dec quarter which they report Wednesday. So at a 37 PE I think the “pop” has already happened since it doesn’t trade at obscene multiples. Dollar index weakening as it has recently should help the stock.
