/biz/ - Business & Finance

So let me get this straight: everyone is going to continue to price gouging making the inflation look hot AT 5.5% RATES?
Are the CEO's insane? they just want to get that growth no matter what, and that's gonna be a the cost of inflation, right?
I hope the fed will crush everyone like they JPow did back in Jacksonhole. We definitely need a Volker here

>>57190354
exactly that. And I'm still baffled that we're running on such a system. I'm guessing that's the main argument here for the Blockchain tech to take over, but from what I see there are too many big lads who try to sustain this system for it to collapse...Whereas in china it's not the case: they don't have enough big lads. Nevertheless, if china would collapse, that would still impact everyone, hence the evil play is to still go long assuming "everyone" will try to sustain the system

Imagine the market dumping while everyone is unhedged after Powell's rallye

>Educational sites:
https://www.investopedia.com/
https://www.khanacademy.org/economics-finance-domain

>Charts:
https://www.tradingview.com
https://www.finscreener.com
https://www.koyfin.com/
https://www.portfoliovisualizer.com

>Live Streams:
https://www.newslive.com/american/cnbc.html
https://www.livestreamy.net/bloomberg/

>Screeners:
https://finviz.com/
https://www.tradingview.com/screener
https://etfdb.com/

>Options:
https://www.optionsplaybook.com/options-introduction/
https://www.optionsprofitcalculator.com
https://optionstrat.com/
https://www.optionistics.com/quotes/option-prices

>Pre-Market and Live data:
https://www.investing.com/indices/indices-futures
https://finance.yahoo.com/

>Calendars:
https://www.marketwatch.com/economy-politics/calendar
https://www.earningswhispers.com/calendar
https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html

>Boomer Investing 101:
https://www.bogleheads.org/wiki/Getting_started

>Misc:
https://tradingeconomics.com/
https://finance.yahoo.com/trending-tickers
https://market24hclock.com/
https://fintel.io/
https://www.dividendchannel.com/drip-returns-calculator
https://brokerchooser.com/

Previous >>56894802

>Spy close to all time high
>inflation going down
>Higher for longer
>home prices ATH
>Auto sales ATH
>People taking more and more credit
>QT from FED
So guys, what gives up? earnings?
You can't sustain a situation like that. Something has to break
>inb4 the dollar becomes a shitcoin
I'm not ready to accept this, but who knows in this clown market

>>55092952
>>55092958
>>55092968
that's very risky. Everyone is decoupling from china, even chinese themeselves (i.e they're building their factory outside of china).
Our latest orders were meant to go to chinese fab, but went to india instead. I wouldn't go against the flow here.
Chinese AI? let me laugh a bit here. FYI last week a big talk show guy got cancelled because he made a small joke about PLA...literally when your government has to censor this much shit, then you can expect your AI to be also shit, there's no other way

>>54677873
I really wonder how long can the market hold this narrative.
>post shit earnings
>"but in the future it will be better"->pump
>ffw in the future: it's still shit
>"this time it's the bottom for sure"->pump
Then there's no point having a cycle anymore. just adapt your forward looking horizon so that it's always bullish, then you flatten the price curve and just messing with the PE ratio
>inb4 PE ratio lmao

>>54560705
Then it's like I said in my previous post in the previous thread: everyone is waiting and meanwhile we're trading at sky high PE, so my question remain: how long are we going to stay there? are we gonna keep those high PE through the shit earnings and wait for them to get better in 2025? are we looking that much forward?
I'm highly skeptical of this. It's like looking at the horizon and not seeing the Iceberg, y'know?

So the semi finally started a correction 2 weeks ago, but then MU earnings came in shit and "we benefit from AI" and "it's gonna be fine in 2025" literally pushed all the semis up again (made literally all the titles). Then March ended and 2 days in April we dump again.
what's the explanation here? suddenly the market don't look into 2025 but rather the near future? how is the time horizon always changing? Or was it just to "finish the quarter up lol"?

>>54342677
that's my impression as well. It seems that the markets is being artificially hold up and that nobody wants to realize their losses even though people are withdrawing cash...

>>54280246
So technically I'd have to wait until Friday before close to sell my shares? how does it work/what time are the contract options settling?

>>53978116
I think it's gonna hit at the earnings Q1 or Q2, when companies can't pass forever increasing prices to consumer. we will see something similar like Intel with 50% miss, then the market is going to correct. Until then it's all growth, blue sky and high PE ratio

Alright so out from the management meeting and the future looks fucking grim. Until end of december there was a recovery visibility in Q3 but now they just scrapped that, and gave up for the whole 2023. Planned lay off at the factory.
And I know our competitors are not better off.
So the market will have to have a reality check at some point.
The higher we go the harder it will hit
>t. semi equipment supplier

>>53392299
Call me a brainlet, but how a liquidity dump from the treasury would help to pump the market? Does that liquidity directly go in cash account of companies?? or does it just make the dollar weaker?

what the fuck is this market holy shit. thought the shorts have already been destroyed. Is it because Opex nearing? with the number of call open, thought the MM would crash it a bit

>>53282490
So what does it do?

>>52896647
>>52896683
So on the same line of thought, what could make the vix futures drop in Jan/Feb?
I see more chance that we're going to be at a high level rathoer than low, esp after the earnings and guidance. Therefore being longVol or Long UVXY for a month or two should be on the safe side right?

>>52833121
I don't know how to play it. for a while I was determined to go full bulltard because of how obvious the cpi should go down. Now with the sticky PPI, I'm not so sure. Also I have the feeling that the slightest hawkish comment will trigger overreaction. But I think we'll get 50 tho

>>52689882
Dude, honestly I'm admiring your consistency in your prediction so far, especially your flip from yang gang full china bear to full china bull.
While I understand the china rally so far, what I'm skeptic is its sustainability.
Ok china reopen, but we're not even in winter yet, so It can get really bad (and I've been in Shanghai in January, nightclub and all that).
Second things is the US have been shorting chinks stock since the beginning of the year. I don't see why their attitude toward chinks stocks would change. they're still trading like shitcoin. The PE's are going through the roof again.
And sorry, but the macro are still way worse than 2021. How the hell would we be going full blown ath when the environment is not even here?

>FTSE almost all time high
what the fuck

So with the VIX that down, no one is hedging the FMOC minute?

So Micron report earnings today right? how bearish will it be for the semiconductors?

So SPX currently max pain is at 4045 and we're sitting at 3901. Does that mean that, because of the 1.5 put ratio, we will pump fukken hard when everyone is closing their puts?
or am I completely retarded

>>30254786
If at first you don't succeed try try again
Step up to the mic and die again
This is the next lifetime and you wanna battle
You must like the smell of carnations
Or reincarnation
The samples the flesh the beats the skeleton
You got beef but there's worms in your Wellington
I'll put a hole in your skull and extract the gelatin