OT: Stock and Investment Thread

Hent1955

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I don’t think anyone under 30 or even 40 would use the postal service. I’m 69 and might send out 2 checks a year. Privatize it, provide delivery twice a week, make people pay for delivery. No more pension and hire everyone at minimum wages, huge savings. You don’t have to be Musk to come up with these ideas. Actually I got involved with the planned cuts at corporate at my prior job.
I'm 69 also and I don't use the postal service for really important mailings. The straw that broke the camel's back for me was when I mailed paper season tickets to a friend several years ago (before mobile tix were an option) and they never got to him. I pay more using UPS but I have more confidence that my mail/package will get there.
 

Knight Owl

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I don’t think anyone under 30 or even 40 would use the postal service. I’m 69 and might send out 2 checks a year. Privatize it, provide delivery twice a week, make people pay for delivery. No more pension and hire everyone at minimum wages, huge savings. You don’t have to be Musk to come up with these ideas. Actually I got involved with the planned cuts at corporate at my prior job.
But the new private owner would be forced to deliver to the entire US in your model? Or would it be a Libertarian’s dream and only deliver to “deserving” markets? Any attempted regulation of a private post office in today’s environment wouldn’t likely be enforced anyhow. I have no dog in this fight BTW and don’t use the USPS for much.
 

rutgersdave

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But the new private owner would be forced to deliver to the entire US in your model? Or would it be a Libertarian’s dream and only deliver to “deserving” markets? Any attempted regulation of a private post office in today’s environment wouldn’t likely be enforced anyhow. I have no dog in this fight BTW and don’t use the USPS for much.
Deliver when it’s profitable or charge them extra if they want delivery or have them visit to their closest post office even if it a hundred miles away. Lol

You must be younger than 60. My one sister, 75, still does it the old way using the post office but everyone else can survive without it.
 
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Knight Owl

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Deliver when it’s profitable or charge them extra if they want delivery or go to your closer post office even if it a hundred miles away. Lol

You must be younger than 60. My one sister still does it the old way using the post office but everyone else can survive without it.
So people who get prescriptions in the mail can just STFU and die. Got it!
And I really don’t use the USPS unless I have to. Seems like 90% of delivered mail is junk mail.
 

Rutgers Chris

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So people who get prescriptions in the mail can just STFU and die. Got it!
And I really don’t use the USPS unless I have to. Seems like 90% of delivered mail is junk mail.
You don’t think the drug companies, pharmacies, etc will find a way to deliver said prescriptions? We don’t need a federal resource to handle this
 

Knight Owl

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If y
You don’t think the drug companies, pharmacies, etc will find a way to deliver said prescriptions? We don’t need a federal resource to handle this
If you say so. But now pharma companies (aka drug marketing companies) will have even fewer resources because they will need to do almost all of their own research instead of relying on the NIH.
But of course everyone agrees that creating transgenic (transgender if you’re nasty) mice is a waste of money.
 

RUAldo

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I don’t think anyone under 30 or even 40 would use the postal service. I’m 69 and might send out 2 checks a year. Privatize it, provide delivery twice a week, make people pay for delivery. No more pension and hire everyone at minimum wages, huge savings. You don’t have to be Musk to come up with these ideas. Actually I got involved with the planned cuts at corporate at my prior job.
Most of my mail are flyers and junk that goes right into the trash. And if I ever need to mail something I just drop it off.
 
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Rutgers Chris

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If y

If you say so. But now pharma companies (aka drug marketing companies) will have even fewer resources because they will need to do almost all of their own research instead of relying on the NIH.
But of course everyone agrees that creating transgenic (transgender if you’re nasty) mice is a waste of money.
As always, somewhere between all research coming to a grinding halt and all research being done on transgender monkeys lies the actual truth
 

RUinPinehurst

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I reside in a rural area. Our "neighborhood" comprises 2 1/2-miles of private roads and a dozen or so homes, and our community mailbox area is about 3/4-mile away from our property, With mail service often disrupted by weather, we rely on a USPS PO Box down in town, and it's pretty much essential for reliable parcel delivery. This set up is not uncommon in mountain communities, and many other remote rural places. By the way, rural mail carriers are typically contractors, not USPS employees.
 
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rutgersdave

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I would think that the other countries, Canada, Mexico, Europe, China, SE Asia and India are increasing their trade among themselves going around the US. All the countries people are also buying their country products like the Chinese are buying from Chinese companies.

I sold my TSLA and NFLX. Now at 65% cash and 10% dividend stock assuming stocks still go lower.
Brought NFLX again when it was down yesterday and sold today again. I think I’ll be trading this way for a few weeks. Every little dollar counts.
 

xWVU2010x

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As always, somewhere between all research coming to a grinding halt and all research being done on transgender monkeys lies the actual truth
As someone in commercial side of the oncology space, nothing has really changed yet. There’s grumblings, but thus far it’s been business as usual. Most products take 5+ years to win an FDA approval and most NIH funded research happens in the early stages, so with that in mind I would think our potential demise as the leader in pharmaceutical innovation would happen long after Trump leaves.
 
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T2Kplus20

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As someone in commercial side of the oncology space, nothing has really changed yet. There’s grumblings, but thus far it’s been business as usual. Most products take 5+ years to win an FDA approval and most NIH funded research happens in the early stages, so with that in mind I would think our potential demise as the leader in pharmaceutical innovation would happen long after Trump leaves.
There is a lot of non-NIH early research going on as well by private companies and organizations. Nobody comes close to US research, so while it may be impacted, our lead isn't in jeopardy. Besides, what happens if a Dem wins in 2028? All that money comes right back.
 

Knight Owl

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There is a lot of non-NIH early research going on as well by private companies and organizations. Nobody comes close to US research, so while it may be impacted, our lead isn't in jeopardy. Besides, what happens if a Dem wins in 2028? All that money comes right back.
New boner pills on the way! Can’t risk having a small TAM or low success rate with shareholder money!
 

gmay8

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Is today a dead cat bounce with more pain to come, or is it the beginning of some rebound/oversold thoughts and starting a move upward?
 

T2Kplus20

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New boner pills on the way! Can’t risk having a small TAM or low success rate with shareholder money!
My company is focused on ultra rare diseases. Our first launch will be for a condition that impacts only 100 patients per year. Stop with the asinine talking points.
 
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T2Kplus20

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Meee-owwwww....
If you were right more than you were wrong, the S&P would be literally 0 right now. Remember, it is mathematically moronic to be anything other than a perma-bull (since markets go up over 75% of the time). Not my opinion. Just basic statistics.
 

Knight Owl

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My company is focused on ultra rare diseases. Our first launch will be for a condition that impacts only 100 patients per year. Stop with the asinine talking points.
I’d be curious of the history of the research…from the very beginning to now. Many many drugs would never have gotten made without NIH research and/or a tiny startup with a well regarded founder who can find capital. The successful startups get bought up once they show promise. But hey if you have Elizabeth Holmes and Vivek-level guts you can dupe rich people out of their money.🤣
 

RUinPinehurst

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If you were right more than you were wrong, the S&P would be literally 0 right now. Remember, it is mathematically moronic to be anything other than a perma-bull (since markets go up over 75% of the time). Not my opinion. Just basic statistics.
Don't take it personally. That said, "I" do still think we have a way to go before a bottom is reached. Valuations still too elevated. Economic outlook is not optimistic. You think differently. I accept that. Good luck.
 

Knight Owl

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Don't take it personally. That said, "I" do still think we have a way to go before a bottom is reached. Valuations still too elevated. Economic outlook is not optimistic. You think differently. I accept that. Good luck.
The Mag6 are still in the middle of the AI party. MSFT stock price has bounced off of what seems to be a floor and even a CNBC talking head mentioned buying some more yesterday. How the monetization of Search, which is now dominated by Google, shakes out will be interesting. A Duck Duck Go IPO?🤣 I’m not selling MSFT until it hits $500. I might not live that long though!
 

T2Kplus20

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Don't take it personally. That said, "I" do still think we have a way to go before a bottom is reached. Valuations still too elevated. Economic outlook is not optimistic. You think differently. I accept that. Good luck.
You said that in 2020 and 2022. Actually you always say we haven’t bottomed yet. Can’t be so pessimistic all the time.
 
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RUinPinehurst

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You said that in 2020 and 2022. Actually you always say we haven’t bottomed yet. Can’t be so pessimistic all the time.
I see the market in terms of history and cycles. A series of ups and downs, determined by steering currents. So naturally I can be (more) optimistic at certain points in a cycle, and less so at other points. Never a "permabear" or "permabull." So pessimistic "all the time"? Nah. I do look at valuations, what's sound and rational, and what's not. And am only willing to lend my support to what makes a sound investment. I'm surely not perfect. But I do alright. 😉
 

T2Kplus20

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I see the market in terms of history and cycles. A series of ups and downs, determined by steering currents. So naturally I can be (more) optimistic at certain points in a cycle, and less so at other points. Never a "permabear" or "permabull." So pessimistic "all the time"? Nah. I do look at valuations, what's sound and rational, and what's not. And am only willing to lend my support to what makes a sound investment. I'm surely not perfect. But I do alright. 😉
Very fair. Now let’s get WOLF moving! :)
 

T2Kplus20

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Hell Yeah!

Stocks Could Recover to Records In the Next Six Weeks, Tom Lee Says on CNBC

Fundstrat Head of Research Tom Lee says stocks are in the midst of a “waterfall correction,” meaning that they could post a symmetric rebound that charges the S&P 500 back to all-time highs in six weeks.

“For anyone who thinks that they’ve lost 10% and it’ll take them forever to make that back, if they are patient, they might make that back up in six weeks,” said Lee on CNBC’s Power Lunch with Kelly Evans and Brian Sullivan.

Investors were optimistic about stocks coming into the new year, but over the past six weeks, that enthusiasm has sharply faded. DOGE cuts, a yo-yoing tariffs policy, and worries about a growth scare have dragged the S&P 500 down 4.3% this year.

Lee said there is a “very high probability” that a tariff solution happens before the next three weeks, which could boost stocks even before a resolution is finalized. He pointed to the 1962 Cuban Missile Crisis, which saw markets bottoming 7 days into the 12-day long confrontation. By the time the crisis was over, the market had already recovered two-thirds of its losses.

That’s just one of the reasons why he still believes it’s possible that stocks could ultimately end the year up 15-16%.

“People really need to be patient, and just not outtrade themselves,” he said. “I don’t think people should write off the rest of the year.”
 

rutgersguy1_rivals

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INTC back up near resistance again after the CEO announcement. It’s been a nice yo-yo lol.

NKE potentially looking like another dip into the 60s ahead after being rejected by resistance I mentioned in the low 80s.
 
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T2Kplus20

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Value investor on the compound this week for those that think this market is too expensive.
That guy has gotten crushed for the past 15 years. Remember what David Giroux from TRP said. The market isn’t that much more expensive now. Just a different makeup vs years ago. More tech and growth companies make up the economy.
 

xWVU2010x

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Hell Yeah!

Stocks Could Recover to Records In the Next Six Weeks, Tom Lee Says on CNBC

Fundstrat Head of Research Tom Lee says stocks are in the midst of a “waterfall correction,” meaning that they could post a symmetric rebound that charges the S&P 500 back to all-time highs in six weeks.

“For anyone who thinks that they’ve lost 10% and it’ll take them forever to make that back, if they are patient, they might make that back up in six weeks,” said Lee on CNBC’s Power Lunch with Kelly Evans and Brian Sullivan.

Investors were optimistic about stocks coming into the new year, but over the past six weeks, that enthusiasm has sharply faded. DOGE cuts, a yo-yoing tariffs policy, and worries about a growth scare have dragged the S&P 500 down 4.3% this year.

Lee said there is a “very high probability” that a tariff solution happens before the next three weeks, which could boost stocks even before a resolution is finalized. He pointed to the 1962 Cuban Missile Crisis, which saw markets bottoming 7 days into the 12-day long confrontation. By the time the crisis was over, the market had already recovered two-thirds of its losses.

That’s just one of the reasons why he still believes it’s possible that stocks could ultimately end the year up 15-16%.

“People really need to be patient, and just not outtrade themselves,” he said. “I don’t think people should write off the rest of the year.”
So in short, the tariff nonsense which is fueling the move down will stop and the market will resume its upward trajectory, or it won’t, but he thinks there is a good chance it will.
 

jtung230

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Hell Yeah!

Stocks Could Recover to Records In the Next Six Weeks, Tom Lee Says on CNBC

Fundstrat Head of Research Tom Lee says stocks are in the midst of a “waterfall correction,” meaning that they could post a symmetric rebound that charges the S&P 500 back to all-time highs in six weeks.

“For anyone who thinks that they’ve lost 10% and it’ll take them forever to make that back, if they are patient, they might make that back up in six weeks,” said Lee on CNBC’s Power Lunch with Kelly Evans and Brian Sullivan.

Investors were optimistic about stocks coming into the new year, but over the past six weeks, that enthusiasm has sharply faded. DOGE cuts, a yo-yoing tariffs policy, and worries about a growth scare have dragged the S&P 500 down 4.3% this year.

Lee said there is a “very high probability” that a tariff solution happens before the next three weeks, which could boost stocks even before a resolution is finalized. He pointed to the 1962 Cuban Missile Crisis, which saw markets bottoming 7 days into the 12-day long confrontation. By the time the crisis was over, the market had already recovered two-thirds of its losses.

That’s just one of the reasons why he still believes it’s possible that stocks could ultimately end the year up 15-16%.

“People really need to be patient, and just not outtrade themselves,” he said. “I don’t think people should write off the rest of the year.”
Said the same before the correction. I guess if he is wrong he can just move the timeline out further. Eventually he will be right.
 

BIGRUBIGDBIGredmachine

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ashokan

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I'm 69 also and I don't use the postal service for really important mailings. The straw that broke the camel's back for me was when I mailed paper season tickets to a friend several years ago (before mobile tix were an option) and they never got to him. I pay more using UPS but I have more confidence that my mail/package will get there.

USPS is twisted-up in a weird way.
They don't like to hire full-timers because they want to keep salaries and benefits down.
They hold the civil service exams and then hire "disposable" people off the large stacks of applications.
People who get jobs usually have them for a few weeks/months and then they are gone.
A regular carrier for a route is getting unusual in a lot of places.

USPS does a lot of "minority" hiring (30% of USPO staff is black) so pols avoid examining it.
I use quotes because in some areas they are more of a majority
I've had immigrant carriers ask me where a street was and they could barely speak English no less read it well.

Be extra careful of "SurePost" items you buy.

Some places (like Newegg) will advertise "Free Shipping" and (unlike Amazon) will initially send a package out with UPS etc only to drop it off at the local post office and not a buyer's home. Those packages disappear at alarming rates. Some get left/lost during transfer and others get stolen (easier with dispersal of responsibility).

A few years back the mail got so bad locally that Schumer and Nita Lowey held press conferences over it.
Mail was just getting dumped in the woods, and mailboxes were getting robbed along with clerks stealing $1000s in stamps.
 

Hent1955

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Jul 27, 2001
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USPS is twisted-up in a weird way.
They don't like to hire full-timers because they want to keep salaries and benefits down.
They hold the civil service exams and then hire "disposable" people off the large stacks of applications.
People who get jobs usually have them for a few weeks/months and then they are gone.
A regular carrier for a route is getting unusual in a lot of places.

USPS does a lot of "minority" hiring (30% of USPO staff is black) so pols avoid examining it.
I use quotes because in some areas they are more of a majority
I've had immigrant carriers ask me where a street was and they could barely speak English no less read it well.

Be extra careful of "SurePost" items you buy.

Some places (like Newegg) will advertise "Free Shipping" and (unlike Amazon) will initially send a package out with UPS etc only to drop it off at the local post office and not a buyer's home. Those packages disappear at alarming rates. Some get left/lost during transfer and others get stolen (easier with dispersal of responsibility).

A few years back the mail got so bad locally that Schumer and Nita Lowey held press conferences over it.
Mail was just getting dumped in the woods, and mailboxes were getting robbed along with clerks stealing $1000s in stamps.
When I was in college I took the post office exam and worked as a mail carrier for 2 summers. I was hired for 99 days . Any more than 99 days and I would have been eligible for unemployment benefits. Still, as a college kid it was a great job, better paying than any other employment I could have had.