/biz/ - Business & Finance

You boys having fun?

>NOOO YOU CAN'T TALK ABOUT STOCKS IN SMG YOU HAVE TO BE BEARISH ABOUT EVERYTHING NO STOCK CAN EVER GO UP IN A RECESSION EVER STOP TRYING JUST STICK A DILDO UP YOUR A-

Mumus you beheem yourselves

NU

>>51438389
Not yet. Hoping Rail strike crashes market and my VIX prints.

Sure, we break some balls here tonight, but I go way back.
In light of recent dumps, it's an honor to be joined by men...

>>51438389
Not until you actually cause pain powell. This shit is nothing, youre just tickling the market, they dont believe you have the balls to raise rates.

first for NIGGER

>>51438415
Somebody in this pic is a sex trafficker I just don't know which one

>>51438411
>t. down 30% YTD
stop trying to fight the Fed dumb Mumu, you won't find that stock you're looking for and even if you do, why? Just buy some SOXS or SARK lmao

>Why yes, I am feeling fine with my boomer divvies portfolio

>>51438389
Yes.tomorrow crash will be good

>>51438441
>boomers
>boomer stocks
>dividend chuds

>>51438344
these are prefutures, real futures start after hours. and you know whow i know this? because on yahoo finance, the futures graph doesnt show up until 4 hours after market close. checkmate retards. when premarket opens is that still futures? no futures are over and market trading has begun, pre-market trading.

>>51438436
>down 30% YTD
Where are you pulling these numbers from? I'm up 100% from the SIGA run and PRTY

>>51438381
mr baker i appreciate your enthusiasm but could you bake when the thread is on page 8-10, or at least after its past 300 posts
biz is not such a fast board

explain to me why I should care about the crypto merge or I will kill this rabbit in my hand

>>51438477
>>51438436
Also, why the fuck are you even here if you hate talking about stocks?
I'm not even a mumu you dumbfuckistani pajeet. I said bear market. I'm bearish ahaha. Sectors can rally in bear markets you newfag.

>>51438441
Hello fellow divvy chad

>>51438489
I don’t know what a crypto merge is bro

>>51438489
i want to see you kill the rabbit frankly.

>>51438411
Don't beclown yourself

>>51438509
Geese have teeth wtf man!

>>51438441
Mr. Boomer what stocks are you holding?

>>51438489
100 threads and you pick the worst one to ask this question in

>>51438489
A long awaited upgrade for ETH is happening in like 7 hours. ETH is the 2nd biggest crypto by mcap. It's a controversial upgrade and some people hate it, price will probably move somewhat when it happens
Now kill the rabbit

>>51438499
co-signed I honestly wish all the snarkball faggots in this thread would go kts

buncha owls in this thread

>JMIA

>>51438489
Looks like something has escaped the filth pits.

>>51438441
What's your overall dividend rate? I'm curious what a normal rate looks like.

>>51438544
They out here thinking they're Michael fucken Burry after learning what an inverse etf is, as if half of us aren't already profiting from this.

The problem is as soon as the market starts to crab, or even slow down on its downward course, you need to find alternatives. That's the whole fucken point.
FUCKEN NEWFAGS GET OFF MY BOARD

today I swung trade SQQQ and TQQQ and actually made up all my losses for the day (-4k). First time doing that and it was pretty kino.

Im not selling until VIX is over 40.

>>51438441
>tfw just got jepi and going to get schd and maybe an oil stock to start my divies
I see the argument for oil and divies now in this down turn. The divies help you buy the dip on your favorite growth stocks.

>>51438543
how would that affect stocks? Seems kinda like a none-issue for anybody investing

>>51438557
Wtf I didn't notice it was an owl until I read your text.

>>51438603
Divies are good for crabmarkets if you don't like dealing with options
Ask investors from 2001 to 2006.

>>51438617
Excuse me, ADL. This one right here.

>>51438381
With all the AI images circulating how come there is none of this classic

>>51438626
>ask investors from 2001 to 2006.
but anon, theyre dead

I'm still bullish on PRTY since it didn't crash and Halloween is weeks away.

>>51438499
Why are you so seething? You want to take bullish positions, that's not bearish, you're a Mumu fighting the Fed. Also /smg/ stopped talking about stocks after getting burnt by shit memes like AQB or PLTR and we moved on to SOXL and the likes.

>>51438636
w-what?

Imagine thinking you live in a country that's free of corruption. America is no different than Brazil.
DEATH to America

> Can you imagine…Fed can’t sell any bonds or MBS so they reduce yield on RRP so that $$ leaves the BS.
>All that bank capital will chase yield on treasury’s making rate go negative >all assets go crazy and inflation kills everything
Bobos win again on every timeline

Literally no matter what they do, this is very bad. Just a matter of when

>>51438626
Yeah. Im thinking of getting 10-30% of my portfolio as divies. Rest is tech and software.

I LIKE UKRAINE AND I LIKE SQQQ

>>51438643
2.70 to 2.20 today. Seems like its doing great.

>>51438645
>smg stopped talking about stocks

https://www.youtube.com/watch?v=F8CJezPcCuc

>>51438653
Imagine not realizing that America from top to bottom is meant to be a capitalist merchant society. Our politicians are all capitalists who invest too. The entire system is designed for investors/merchants. Only late state capitalism tankies think america was a labor based world.

lol altria's dividend is at 9% of the share price now, how low are we going?

I wish I was richer so that I could gamble on Biotrash and feel a bit more alive

>>51438666
Kek

>>51438499

>Sectors can rally in bear markets

Uranium. Some industrial metals also may have genuine supply issues (I'm thinking of aluminum, platinum, silver, zinc) and rally despite recession.

Eventually levered long bonds will work again, at some point between now and pivot. Probably getting close. I prefer index shorts personally but to each their own.

All in on SOXL?

>>51438693
do it reddit!!! BUY BUY BUY

>>51438523

All the better to attack you with for no reason.

>>51438693
not yet, we can go lower

>>51438626
My priority is getting a stable source of income. Once I generate excess, that would go into assets with more risk. Should I prioritize divies, or is it a waste of time, and I should focus on something that will grow when the market stabilizes?

>>51438666
It's still up 8% for the week. You think it just goes up without some pullback?

>>51438689
Give me a quick rundown on the Uranium thesis.
People keep saying it will go up because of the need to switch to Nuclear, but if we hit a recession both here and in Europe, its not likely government will want to spend large sums of energy on new nuclear projects and instead just go back to more and more oil.

Please destroy my argument since I'm interested.

>>51438706
>when the market stabilizes
lol
lmao!

>>51438715
>it's just a pull -ACK

>>51438693
Wait for 5 so you can get the 10x from 5 to 50.

>>51438732
how about TQQQ when will I get my tripling from that too

$SIGA

How bad will the markets crash when the railroad strikes happen on Friday?

>>51438740
v&

>>51438580
i've said this before, but bear markets are significantly easier to trade than bull ones are because taking advantage of negative overreactions is easier there than in a prolonged bull run.

for example, I've been long/short NKLA at various points knowing full well they're fraudulent and consider it a key data point to see how retarded people are feeling today, yet "smart investors" would rather buy "quality companies at reasonable pries" instead. the idea that someone could make money being long NKLA is blasphemy in the eyes of many as everyone is convinced it has been a straight line down, but it's been more like a logarithmic line down with many dead cat bounces to ride on its inevitable ride to $0.

Energy chads how we feelin?????

>>51438756
I feel like I have been crabbing since june to be honest

>>51438742
So bad it melts up

>>51438756
Oil? Oil

>>51438718
the volume of most uranium is speculation. It's a very high spec name right now since energy in general is undergoing major changes, realistically to invest in uranium right now is foolish because no one is going to allow for a true nuclear plant to be created and run by humans. Nuclear plants can't be run by humans its impossible they need to be 90% automated and 10% human managed and that won't happen for another 10-15 years. I expect the inbound recession/depression to kneecap alot of the energy speculation but that doesn't mean you should avoid them. They make fun day trades and short term holds as the likely trajectory will be higher for a spell

>>51438706
I'm going to keep it real with you, I don't like individual stocks as decade long investments, period. So investing in individual dividend stocks is always risky. There is a cost to paying out dividends, it is a yearly expense the company has to tank.
Dividends are good for companies that are fully saturating their market and can no longer just expand for no reason. KO is a good example.

If you're not sure, SCHD is great, with maybe a little bit in JEPI.
Honestly you're probably better off just waiting and seeing what happens. Everything is looking pretty bearish.

Bobos, Biden is on the case Kek
> we going to be fine.

How do I invest in AI-generated meme art?

>>51438756
$120 a barrel again next year. Im thinking of getting some pioneer PXD but not sure yet. Price is up there already but no deals in oil at this point. Everyone knows the deal.

>>51438653
>Imagine thinking you live in a country that's free of corruption.
Imagine thinking a government is *capable even in principle* of not being corrupt. They don't even pretend, they set their own pay and choose who how when and to what extent to steal from to obtain it. If politicians were treated like some monks and prevented from owning anything or interacting with anyone else at least you could pretend, but that's not remotely true.

>>51438525
Recently acquired AUY. Exceeded Q2 expectations and has a dividend soon.
>>51438575
About 4% annually. I have a mix of very solid 1-2% divvy companies and more aggressive 5-6% divvy companies, mostly REIT's. I'm considering pivoting off REIT's at the moment in case the bottom falls out of real estate and then returning if we have a crash. Normally I use the riskier dividend sources to acquire more of my safer 1-2% divvy companies. I also have more aggressive target prices for riskier divvy companies and will sell for profit similar to very slow swing trading. I suggest looking at Dividend Kings and Dividend Aristocrats if you're looking for good companies in the safe 1-2% divvy range.

Well?

>>51438801
Ok so why the fuck did the entire shipping sector tank today for no reason?

>>51438751
fag

>>51438756
>mfw heavy in natural gas
Cant wait for winter

good evening fellas. bible study went well. thinking about selling my PRTY stocks tomorrow first thing.

>>51438833
>GBP

>>51438706
>My priority is getting a stable source of income
Short VIX futures then, gain stable monthly contango gains at almost every rollover.

uranium

>>51438843
UK Stocks are undervalued as fuck.

>>51438796
Ty, anon. So you don't even feel comfortable long term with dedicated dividend ETFs?

>>51438801
Oh man, I sure hope we got the diesel for those truckers
Oh man, I hope aviation has solved its labor problems
Oh man, I hope a boat doesn't get stuck in a fucking canal

>>51438855
you're an idiot

As far as I've heard the rail strike is still on.
The last meeting of the day actually ended early with all parties walking out pretty pissed.

>>51438840
>sold 3x nat gas etf at 50% loss
i thought this shit was supposed to pop upwards

>>51438865
>with dedicated income ETFs
ETFs are fine. I love dividend ETFs, they're awesome.
I don't like buying individual dividend companies long term. I don't like buying individual companies long term period.

>>51438855
and they're gonna stay that way lmao

>>51438855
Because theyre collapsing right now. They have no energy.

>>51438855
idk bro, you think things are really going to get betted there any time soon? i was talking earlier elsewhere and i think brtain is going back to a post war economy

>Gas station edition
Reminder to fill your tanks now.

>>51438883
I actually fully agree with you there. Ty again

>>51438887

>>51438718

Low energy demand (severe recession) is not sustainable politically long term. Fossil fuel supplies will struggle to stay flat let alone grow, due to underinvestment (ESG), but also a likely hood of peak cheap oil (in real terms, due to falling EROI) being behind us, but also geopolitics (BRICS v West) and rising energy nationalism. If the gov goes back to oil in a bust, we will still have to contend with those things, and oil will rapidly stop being cheap as demand recovers.

We can yoyo between energy-driven inflation and recession, or we can embrace lower cost alternatives. Green energy, and energy storage is mostly a bad joke, hence Uranium is really the only alternative to hydrocarbons for cheap heat, steam, and electricity. It doesn't perfectly solve everything but it can help dull the pain a hell of a lot.

>>51438740
Does this feel good?

>>51438899
lol
lmao even

>>51438889
I'm a bong - everything is fine, except that the Government is borrowing massive amounts to pay people's energy bills :)

>>51438835
total shutdown incoming

>>51438381
>he fucked up the links
https://youtu.be/LmA6EUAO4MY

>railroads shut down
Ok so how do we profit?

>>51438598
When did you buy it and why do you think it'll go to 40?

What's the point of gold again? Produces no income, doesn't protect against inflation.

Very nice.

>>51438940
https://www.logisticsmgmt.com/article/2019_top_50_trucking_companies_working_to_stay_on_top

>>51438985
It looks and feels cool. Holding it makes you feel good

>>51438835
Sarcasm. Biden on the case = so fucked

I can't help but feel like this whole rail strike is going to be a big nothing burger.

>>51438985
Gold and Silver are highly manipulated and suppressed since a spike in PMs would cause an absolute shitshow for many currencies.
They won't moon unless the USD starts shitting itself far more than what its been doing, and right now the relative strength of the USD has been going up because of rising rates.

>>51438985
It's yellow and every single year the supply inflates a couple percent

>>51438985
gold is the ultimate doomer asset and makes you feel smarter

>>51438999
>>51438937
Should have been more clear in my post. I'm tired as fuck.

I was referring to sea cargo shipping. Why did they tank today if they'll be used more to move stuff from coast to coast.

>>51438899
Any good books on system dynamics and complexity of systems?
shit's fascinating

>>51439016
might as well buy guns. will be worth a lot more than any gold or silver if we get to that point.

>>51439031
Ammunition is a better store of value than gold over the past 20 years.

>>51438899
Even if we import it how would it get distributed throughout the country if the trains are closed? fucking retards

>>51439048
yeah guns / ammos / mre's will be worth way more than any gold or silver. gold and silver is such a cope lol.

>>51438985
that means deflation now!!!

BASED RAILROAD STRIKERS
I DON'T EVEN CARE IF I CAN'T BUY FOOD
I LIKE DRAMA AND EXCITING SHIT HAPPENING
I WANT TO LIVE IN INTERESTING TIMES
INJECT IT INTO MY VEINS

>>51438985
I panic bought at highs for Silver/Gold and my family constantly rubs it in every single day even though their RRSPs are going down faster in this volitlity. Canned food actually had a return. Would have bought a gun and ammo if Canada wasn't such a nanny state (history of mental illness, specifically the fact I bought PMs). I treat it as an emergency fund (Ray Dalio FUD collapse turning us into Venezuela) for my emergency fund (cash). I sometimes touch it as a reminder I am fucking retarded, always sobers me up.

>>51439100
haha fucking mapleniggers

>>51439026
For me it's The Black Swan on the abstract side and The Mandibles on the practical side. Jurassic Park (the book) is actually all about that chaos theory shit too.

>>51439056
Semis would haul more ethanol than they burn in said hauling. However a total rail shutdown would require something like 450k extra semis on the road so...yeah, we'd be fucked.

>>51438899
>>51439056
Interesting angle for CANE

>>51439098
This. I smiled at the 5% dip on CPI the other day because I had a semblance of it coming and knew it would be amusing to watch.

>futures

This rail strike wouldn't be happening if we had more immigrants.

>>51439100
>history of mental illness, specifically the fact I bought PMs
Wait what? Ontariofag here, do they actually consider that a red flag?

>>51439100
Just DCA down

>>51438718
The thesis is this: There's not enough uranium being mined to meet current demand, let alone future demand. The world consumes about 180million pounds of uranium. The world produces 140 million pounds. We're already in a deep supply deficit. In addition, macro/political events have sparked a reevaluation of nuclear energys role in the future. Japan has decided to turn all of there nuclear plants on. Germany has been trying to phase them out, but during this energy crisis is leaving 2 of them on standby. California and Minnesota are keeping Diablo Canyon and Palisades online respectively. China is building 150 Reactors. The UK is building Reactors.The uranium thesis doesn't even need restarts, or Russian sanctions, or a nuclear rennaissance. The median time to build an old reactor is 7 years, and SMRs: a new easier to deploy reactor is 4 years. The price of uranium is around 50$ today. But it costs around 60-70$ (and now increasingly 80$due to inflation and supply chain issues) to mine it. In two previous bull runs, the price went to 140$+. The uranium sector is tiny, there's about 40 companies that are serious players. The companies are not incentivize to spend money to build mines and mine it. Companies make money signing long term contracts with NPP utilities, but eventually there all mineable inventory will be spoken for, and utiltiirws will have to bid up the price in hopes of powering their plants. A power plant that doesn't supply electricity is an expensive paper weight, but luckily uranium is a tiny portion of their overall budget(around 5-10%). A significant part of the uranium fuel cycle is also russian, and sanctions would require growing it here. The entire sectors worth less than 40 billion. Exxon is worth 400 billion just for comparison. Nuclear supplies 12% of the worlds electricity, thus the sector is exceptionally undervalued ever since Fukushima tanked nuclear sentiment. Luckily the world is waking up, most ppl are pro nuclear today.

Tomorrow we are going down. It's an obvious red day tomorrow

good thing I have my ole tessie and a solar array / battery system. Going to crack open a bangs and chill out in my air conditioned house holding my AR15 during the 2022 Biden energy riots.

>>51439123
It was a joke (depression/benzos when I was young and huge NEET gap).
Not like... partialism-tier mental illness but I did tell my doctor a secret once.

>>51439098
And to see those cocky fucking pivoters take a huge fucking haircut on their precious shekels.

>>51438715
Sell for profit, don't get stuck holding party city bags...

>>51439144
Tomorrow and friday

>>51438441
Holy based

>>51439056
Pivoters and BTFD are dumb af. Like vaxxies they literally can’t see wtf is going on.

>>51439171
they are the vaxxies haha

>>51439139
What do you recommend buying? What kind of etf?

we are rallying tomorrow, and the day after
than during the weekend russia will retreat from the war and offer itself up as another state for the USA and stocks will boom so hard right then it will cause a californian earthquake which will drop stocks by a historical 80%
although this all may be priced in already

>>51439108
I'll definitely be taking a look into both those after I finish infinite jest they look fantastic

>>51439108
>The Mandibles
was looking more on the side of non-fiction but that looks pretty neat, I'm gonna load it on my reader, thanks fren

>>51438985

Preserving energy purchasing power over the long term (decades), and keeping a long term link to money supply, not CPI. Hence why energy/commodity/goods exporting nations use it as a savings account.

The "dollar system" was that these countries recycle their profits into positive-real-yielding dollar assets like treasuries and equities to achieve the same purpose. Since mid 2010s they've increasingly not done this and been insead increasing their gold purchases, lead by Russia and China. A sign they doubt their energy purchasing power will be preserved by dollar denominated assets.

As an individual, you have options they don't, like levered plays on energy that probably make more sense. But gold is basically as close to riskless as it gets so, makes sense to have. a little.

>>51439139
Awful formatting. Let me chip in as well:
>It takes approx 2 years to go from mining to nuclear plants
>World does not have enough supply to meet current demand over the next 2-3 years
>Demand is also growing (additional plants being constructed/restarted, people mad at greenfags for energy prices, and oil is essential)
>Projected physical price of uranium is expected to 2-3x, I've seen numbers as high as $150 to $230, but realistically it'll probably be $100-$120/unit
>Very small number of companies (like 60) which all move in tandem because of the limited sector size

As for specific tickers:
>Sprott Physical and Yellowcake both track physical price - there are no uranium futures, since demand is often handled via 5-year contracts or something
>Kazatomprom (of Kazakhstan) is one of the few companies in the entire WORLD that can enrich nuclear fuel
>There are two major etfs: URA and URNM; URNM is preferred because it has more weight into Sprott, Yellowcake, and Kazatom
>NuScale (SMR) produces miniature reactors, approx 40 feet tall and if a nuclear revolution actually occurs, their modular and compact nature would be very desireable

Myself, I have 500 UUUU shares, and want to pivot into 70% URNM, 12% SMR, 10% physical, 8% UUUU

>>51439216

I think I am selling everyone on the next pump. Time to rebalance.

>>51439216
Alright what the fuck

>>51439214
It's basically Pic Related: The Book. Stonage = COVID.

>>51439203
Mammon by Rob Kroese is another near future sci-fi hyperinflation libertarian book series worth checking out if you like The Mandibles.

you got that? the dip buyers won

>>51439263
>the dip buyers

>>51439139
I forgot to add, SPROTT has a uranium ore trust that has been buying up spare uranium from the spot market. They own 50 million pounds, those are pounds that will never go back on the market, and they will continually buy and clean up future excess inventories. In addition, inventory that Europe or Japan had that was going to make it back on the market, is now being used by those countries when the power plants turn back on. So we have an extreme supply deficit. And on your point about recession, uranium is different from oil. Oil can cause recessions and demand for it goes down during recessions, that's obvious. But uranium is different, utility companies are not worried about recessions, people still need the lights to turn on and heat for their homes, in addition, they sign long term contracts that are partially fixed and partially referred to the spot price. What this means is, a quarter or two quarters or a year of negative gdp and job losses is not really important, they are modeling their contract for 10 years from now.

>>51439221
a speculative bet on DYLLF deep yellow is what ive got a bundle in. john borschoff is the only man in the world to go from exploring, to development, to mining to production. and the leads of other companies today worked with hm back then. I want the og

>>51438715
there are people here that will never acknowledge PRTY as a valid investment.
>PRTY goes up: "pump and dump, sell"
>PRTY goes down: "see? sell before it dumps more"
the option market is overwhelmingly in favor of the bulls but IV is too high for any serious multibaggers.

>>51439283
>They own 50 million pounds
Is that raw ore? They should consider refining and enriching it to make storage more efficient.

>>51439294
I like UUUU, and apparently Encore had a strong team behind it as well
Honestly right now it doesn't really matter what part of the U space you invest in, just have SOME position

>>51438907
Reality is economy slows down no matter what.
They already sacrificed the future, there's nothing left to cheat out of it. history shows big gibs programs prolong the depression.

>>51439188
URNM
For specific companies:
CJ The largest North American producer, will make lots of money but will probably not grow as much as juniors

UUUU
UEC
DNN
GLO.TO
EU.V
ISO.V
DYLLF

>>51439100
buy crossbows and bolts....did you know there is a totally legal no restrictions crossbow that is semi automatic?

>>51439319
How much of my portfolio do you think I should put in URNM?

>>51439263
>Fighting the Fed

>>51439023
Remember the killer container backlog last year? https://www.youtube.com/watch?v=QRHlz9L88RI

Now Shanghai is getting rekt by a direct typhoon hit: https://www.zerohedge.com/weather/china-issues-highest-typhoon-warning-storm-nears-worlds-top-container-ports

I am amazed how my [aapl] puts went from genius move to stupid idea in about 10 minutes

>>51439314
pretty much, desu though I am worried about buying more at these levels. if news comes out in october bc of the uranium event it could pump but im worried about averaging up when almost everything is over 100% up since last year. honestly I would prefer if things cooled down a bit but people are speculating and thats fine ill just wait. nuclear energy will only grow in the next 10 years

>>51439319
CCJ also negotiated 3-5 year contracts for like 70%(?) of its output at current spot prices. Eg, if the price spikes up—and it will—then they're leaving money on the table that smaller companies will have access to.

Also! The French government has around a very large (but not majority) stake in CCJ. This means they'll be fucking themselves over longterm as well. In addition, France is a net energy exporter to the EU and is 70% nuclear. Another amusing thing is that the EU has limited gas because of Germany/Russia, and Norway has limited hydroelectric because of droughts. Shit's fucked.

>>51439263
Jerome is gonna have to double down on QT and rate hikes. +100 bps is a minimum.

>>51439363

>>51439359
I've been sitting on UUUU and selling covered calls against it.

If you look at the breakeven on a straddle, it tells you what the market is expecting the price movement to be by that date. So if UUUU had a $8.25 breakeven on the upper part of its straddle, then you can safely sell CCs at $8 or $9 strike, just wait for a 10% daily uptick and then pull the trigger.

I didn't do this yet, I was basically just guessing on strikes, I sold a deep ITM 7.00 strike a few weeks ago and got anxious it would get called away (for this Friday) so I closed my calls at a net $1 loss, only to find they dropped 30% over the last few days and if I waited I'd have been up $210.
Anyways, having a good core position with reasonable CCs seems like a very good way to make money (just manage position sizing so you don't risk more than like half or 2/3s at a time)

>>51439335
I have 10% of my 401K going into URNM. Minimum 10 year hold there.

>>51439335
Sorry I meant CCJ Cameco. I'm 40% uranium. People expect the price of uranium to go to 200$, and the profit these companies would make would be huge. When money comes into the sector prices up go by 10% or more sometimes, it's very volatile. I genuinely expect multibaggers. It might take 1-2 years though

For me I'm buying KIRK.

>>51439349

Yes and they just keep doing it. They keep trying to price in the pivot, and then that just pushes the pivot further out, and then they try to price that in, and this stupid back and forth keeps going. If the market was as smart as people say it'd have just dumped straight down until JPow said stop.

Seeing the stock market refuse to accept that the Fed really wants it to go down more (looking like 30-40% is the target) is actually hilarious to watch, but only because I'm holding SQQQ.

>futures

>>51439221
>Kazatomprom (of Kazakhstan) is one of the few companies in the entire WORLD that can enrich nuclear fuel
Wait, shit, isn't Xi visiting there right now?

>>51439392
I would take it off during the winter. lots of people have been saying it starts in 2023 and there is always articles talking about the uranium market because of the NEI meeting every fall. I have a wet dream that includes energy prices going up and the EU banning buying kazatamprom uranium for fuel because of muh russia. imagine how insane things would get if buying from one of the biggest producers in the world gets banned

The only thing more bullshit than "shemitah" is this notion that institutions are "pricing in" a fucking "pivot."
Why are there so many people who have absolutely no qualms about going around repeating a bunch of garbage?

Wot does it mean

>>51439434
Yes, he's securing uranium for china's 150 Reactors, Uzbekistan too.

Love from kazakhstan

>>51439435
>I would take it off during the winter
Which, the calls or the uranium position? Usually I write them with about 3-4 weeks out, and after a significant movement

>>51439451
Can someone also remind me what was the first year the Fed was allowed to hold corporate bonds?

>>51439455
>>51439434
Might be worth researching the 3 or 4 companies that do enrichment, then. If uranium is the place to invest, then that's the part of the sector that is the bottleneck

>>51439438
>shemitah
>bullshit

I DON'T KNOW WALT

>>51439451

>>51439451
Banks have ultra-short term cash that's otherwise earning nothing. They park it overnight at the Fed for slightly more than nothing.

>>51439473
It was 2020 during the crisis.

>>51439144
How is it obvious? As a Bobo, I found today's price action concerning, especially the volume at support.

>>51439478
>>51439438
>Shemitah
I guess it can't really be explained, then

One of the few good threads

The nuclear info in this one is solid

>>51439497
>as a bobo

>>51439460
dont sell calls during october. just incase speculators want a piece after news reports come out or if there is some kind of big news https://www.nei.org/conferences/international-uranium-fuel-seminar

>>51439494
Isn't that related to the overnight lending / reverse repo rate?
That's the stuff I need to learn more about, fixed income instruments and how debt swaps etc affect cash flows of institutions.

>>51439474
Unfortunately a lot of those companies are state owned. Like Rosatom, Aveva, Urenco, Orano etc.

There's one called SILEX on the ASX
Another called LEU but it's involved with Rosatom and could be collateral damage with russian sanctions

>>51439451

IIRC it basically functions as a money sink. It's not shrinking money supply officially (I think), but unofficially ties that money up, keeping it from chasing after anything else. Notice it starts to spike when CPI started to go wild.

This is another weapon the Fed has to stop a selloff that gets out of hand, along with having ESF/PPT short the shit out of VIX and currency swaps. They can pump the shit out of assets any time they want by chasing this money back out into the economy. When they do, pivot is near.

>>51439221
Yeah sorry tried to fit everything I could think of. You bright up good points I forgot about

Post YFW ethereum dumps tonight over 'le merge'

>>51439538
>Isn't that related to the overnight lending / reverse repo rate?
Yes, the reverse repo deposits earn the reverse repo rate.

>That's the stuff I need to learn more about, fixed income instruments and how debt swaps etc affect cash flows of institutions.
Don't know any good sources off the top of my head but add RRP with the Treasury General Account balance to get a general sense of dollars on the sideline.

>>51439532
Thanks anon, appreciate it.
If there's significant upside risk involved, then what about selling CSPs instead?

>>51439543
Kazatom doesn't seem to have any ADRs on the US/NA exchanges, but URNM has the most exposure to it, which is what I like about it. Still, it's good to keep eyes on those producers even if they're not tradeable

>>51439596

>>51439299
Yesterday CPI cocked blocked the momentum, but I think PRTY is fine since 6 more weeks till Halloween. It's a healthy pullback for now. It still hasn't had a real pump as well.

>>51439613
I don't understand why people want to "invest" in Funkos. I'd rather flip rare Hotwheels or sit on MTG

>>51439596
Converting to proof of stake removes one chunk of development risk in exchange for dropping the "mining energy" price floor. Not sure how dump-inspiring that is.

>>51439354
learn to take profit

>>51439302
I think it's U3O8, or a refined uranium ore also know as yellowcake. It costs tons of money to make it small and enriched. But hey if the world needs uranium, SPROTT can sell it after shareholders vote yes, and we can receive a special dividend. That's of course when thw price is 200$

>>51439634
Indeed, at least MTG has some artistic merit. Funko pops - literally made for children using cheap plastic in a chinese sweatshop.

>>51439626
If you look at the chart, it pulls back before ripping in october. I missed the pump but, due to some of my own heeb indicators, I believe in the party city.
>pic very related
>>51439635
sell the news nigger, lol. first time?

>>51439646
would have had a nice 23% too, but I feel like its going to fall sometime between today and friday
if tomorrow is another up day though I will sell for a loss :(

>>51439608
The profit loss graph for a CSP and CC at the same short strike is the same. Think about it, in either case if it flies away you get a limited profit, in either case you get stuck with all the downside risk of the shares to 0.

>>51439608
you only risk buying at that level which might include bag holding for however long but there are only more and more speculations going on but this big ass state run partnerships dont throwdown hundreds of millions on building new sites and equipment on speculation alone so im not worried about holding

>>51439671
>sell the news nigger, lol. first time?
This isn't one of those "sell the news" earnings beats type deals. It's more like an up in the air court case situation.

>>51439497

SPY failing to reach 420-ish and banging on the lower support repeatedly like this is a v bearish sign. That chart looks weak af to me.

Of course those moves will never happen during trading hours. If it's gonna keep dumping, they'll pin it at support into the close, then flash dump just before retail is allowed into the market the next morning. All significant breakouts play out like that, but you start to recognize the signs it's coming.

>>51439695
>OMG EVERYBODY SHOULD BUY LE ETHEREUM BECAUSE OF LE MERGE
ok, its merged
>OMG NOW WHAT ITS WORTH MILLIONS MORE RIGHT?
lol.

>>51439653
>It costs tons of money to make it small and enriched.
All I'm saying is if Sprott went through with that... investment, well, they could ask a lot more than $200. In fact, they could demand it.

>>51438645
>stopped talking about stocks
>we moved on
https://www.youtube.com/watch?v=HdrDeontzN8

GO AHEAD AND RAISE MORTGAGE INTEREST RATES TO 20%

I'LL BUY THE HOUSE WITH CASH ONCE PRICES CRASH

WISH ME LUCK ANONS, I'LL BE THE LAST PERSON IN MY GENERATION TO BUY A HOUSE

why arent my gme puts printing yet? I bought $26 weeklies fuck me

>>51439708
Well, yes, if the testnet testing was sufficient and the merge *is* successful, they lose the mining energy price floor in exchange for a dividend yield.

As you can ask any boomer here, an asset paying a divvy yield is worth more than one that doesn't.

But, hey, it's crypto. An overlevered Chink could sneeze and Xi forces him to market sell millions of ETH. Random volatility is the only sure thing.

>>51439608
>>51439361
Kazatomprom could also be damaged by russian sanctions since they seem atleast for now in the Russian sphere of influence/supply chain, so their stock price is a lot cheaper due to the political risk... be careful owning them, you could just buy Cameco. I tried looking up their contract details but couldn't find anything quick but I assumed their output would be referenced to the spot price a bit + inflstion cost modifiers, I swear I saw something like that but would have to dig it up on twitter
>>51439507
Ask anything and I'll try to answer

>>51439733
>current landlord raised rents, can't find tenant
>texts me asking what I'm comfortable paying
>respond the current rent, I've already found a cheaper place
>wishes me good luck
heh, nothing personnell

>>51439761
>Ask anything and I'll try to answer
If the rail roads strike, how large of a drop will we see in the market and how quickly?

Is is retarded to be holding SQQQ now

>>51439761
its the subsidiaries but everyone plays ball. even south korea did a deal with russia this summer to supply parts for the new eygptian nuclear plant

>>51439805
Yes, but only because of clownworld.

>>51439671
what's the pic supposed to indicate? i feel like 68% institutional ownership isn't exceptional but i haven't looked too much into it.

>>51439747
alright I meant to cause some laughs here but you're being a fucking cryptonigger so you should probably either never come back here or kill yourself. preferably both but #1 before #2. Thanks.
>>51439805
>>51439814
it cant go straight down before the elections. It can crab (violently) downwards but it wont absolutely crash. It will probably even go up before elections. And then there can be the gigacrash. People talk about the PPT, thats what they will do.
>>51439825
Well it means that institutions own 68% of the float. When you look at the float market cap, it means that it really wont take a lot to move the stock violently upward. This (PRTY) is a microcap.

Monkeypoop isn't over, SIGA is still a go.
I will sell my SIGA shares for $100, no less.

>>51439741
Did you remember to calculate for Olga flux or Danube oscillation? JEJ! Options noob!

>>51439794
It won't be that bad compared to how hard Jerome will have to crash this economy with no survivors once inflation spikes again
>>51439808
True but will a western utility company buy Russian enrichment? It seems like they have "self-sanctioned" according to John quakes and Justin huhn

>>51439854
Trust me on this one:

The gays leave NYC during the summer and return in the fall/winter. NYC is the epicenter for Mpoxx in the US. Once the gay party scene cranks up you should expect for an increase in case count.

>>51439805
no, just hold for a long time. theyre gonna try and shake people out, bait them into longs, but the ship is creaking along, the mast is cracking, boards are falling off into the sea.

>>51439854
>>51439886
you will NEVER make money off of GAY SEX again.

>>51438980
i didnt buy vix but vix is being suppressed, its obvious. they wont be able to keep vix suppressed forever.

>>51439363
agreed, and the market absolutely has not priced this in yet. lots of denial

>>51438787
this is one of the dumbest posts i have ever read

T minus 3 hours 12 minutes until the rail strike begins. No deal has been reached with the largest unions.

Better go out tomorrow morning and buy up all the toilet paper, frozen tendies and milk you can afford, they're the best positioned asset you can invest in right now.

>>51438787
hello i am a nuclear engineer and have worked at a power plant, every sentence in your post is false

>>51439864
thats a fair point but they are the biggest enricher in the world. I wouldnt shy away from some exposure to their projects as we've said the market is so light when push comes to shove energy producers will make deals. I am banking on uranium remaining a sketchy industry going forward at least until it becomes less "spooky"

>>51439841
>drags unrelated crypto discussion into /smg/
>gets BTFO
>tells other guy to leave

>>51439920
I thought it was on friday?

>>51439940
>gets btfo
more like
>isnt entertaining any of your cryptoniggardy
go away you fucking retard

>>51439920
I thought it was on Friday? Not Thursday?

>>51439412
explain yourself

>>51439946
>>51439954

Friday, as in 12:01 am this Friday, in other words, tonight.

Today's movement was pure clown market shit only caused by Wednesday OPEX. Get ready to get gaped tomorrow, bulls.

>>51439970

>>51439950
Bite me, faggot. If you wanted an echochamber, you should've posted to reddit. I'm sure they've got an ETH complement to /r/buttcoin you'd absolutely adore.

>>51439886
>>51439898
Gay sex was just a meme psyop. The prevalence of monkeypoop in gay men was incidental bc of where the bioweapon was released (a secluded pride event on an island attended by 80,000 international gay tourists). School children and college fuckboys will carry the outbreak forward. Not to mention future (((variants))). Have you all forgotten that this is a bioweapon and the sky is the limit?
>Monkeypoop mutates at unprecedented rate with ‘accelerated evolution,’ study finds

Ethereum more like poopium.

>>51439886
Do they also leave San Francisco? Cause those cases are trending down as well: https://sf.gov/information/mpx-cases

>>51440021
>echo chamber
more like the one part of 4chan where cryptoniggardry isnt shilled. All of biz is an echochamber faggot. Go the fuck away.

Cryptocurrency more like pooptocurrency.

>>51439854
thats right SIGA baggie, you will sell your shares for a total of $100

That looked like Danny coin in there advocating for the interests of his rape coins

>>51439975

Friday more like poopday.

>>51440060
>thats right SIGA baggie
I'm still green

>>51440042
First, you should've made this post - >>51439596 - into a separate thread so I don't need to deal with cryptoshit in /smg/. Second, you should realize that if you're getting BTFO repeatedly you, well, might be wrong.

smg more like suck my gonads

Jerome Powell more Pooperome Poopowell.

what are the chances of it going down tomorrow
I need to know

>>51440085
>you are le epically being btfo
show me your eth portfolio nigger or shut the fuck up. I am going to laugh at you so hard tomorrow.

KYS

are you enjoying the new normal
slow bleed downwards, not enough for anyone to make any money with any position no matter what happens while cash holders get fucked by inflation
they turned off the loan tap overnight because pain must be good when things are going up or something

>>51440101
bout tree fiddy

>>51440098
Powell chads...

>>51439908
I bought a 24.00 VIX call for October

>>51439898
>>51439886
>>51440028
For me, it's CMRX. I expect a monthly pump&dump in about a week from now, and look forward to the next 1-2 months of mpox popping up in the news

Federal Reserve more like Steel Reserve

i started this account 1 month ago and i have CAD$4K in
please keep oil under $100 while i try to accumulate at least CAD$20k (thats around $5k usd)

i thought i had a good wageslave job but i could only save this much up in 1 month, it'll take me 2 years to max out my tfsa at this rate

>>51440102
It's a few %, part of my PM bucket, so I'm not losing sleep over it one way or the other but you are seriously malding.

Let me just say, whether you're a delusional stock mumu holding SOXL for the past year or coping because you opened a leveraged ETH short at the bottom, it gets better. You'll calm down and find something else to seethe over in the future.

>>51439702
Railroad strike can get us home bobros. Soon as the retard HF and boomers realize this is not good. They are literally vaxxie retarded so it may take a bit

>>51440172
none of the above faggot. I missed out on btc and eth because I sold BEFORE it was worth 1$. and now I wont be exit liquidity for a massively speculative asset during an asset bubble. Faggot. It sounds like you have less than a few hundred in eth otherwise you'd post your little faggot account.

>>51440165
>CAD$20k (thats around $5k usd)
Fuck, can you imagine?

>>51440202
to be fair we'd be rekt if the canadian dollar ever reached 1:1 with usd again
that was good for shopping over the border but our exports would go in the shitter

we'd prob be pinned at this range forever since even $120/barrel oil couldn't get us over 80 cents

shitcoin under 20K again kek

>>51440201
No, I'm too lazy to log into Kraken. Like I said, I only have like $50k? Maybe $100k? Total in crypto.

>>51440242
>since even $120/barrel oil couldn't get us over 80 cents
*get us over 80 cents meaningfully at least

>>51440201
>thin skinned little bitch cracks immediately when fed even a particle of own dogfood

>>51440165
You should be holding US companies in USD. Canada is a dead country

>>51440242
>>51440258
Well currency isn't everything. You guys have still been keeping up well with the rate hikes. That and energy independence count for a lot when it comes to quality of life.

>oil selling off
>again
fuck off

>>51440257
alright well, you can afford to lose 50k so I guess I might do the same if I had that much at this point
>>51440277
easy for you to say faggot. I had 500$ in bitcoin at less than 1c and I ended up needing that money cause I wasnt doing that great at the time. Why didnt you hold? Did you even think about it at the time? no?

Be honest, where are you on this graph?

>>51440288
I told you oilchuds it was another dead cat bounce and you didn't listen to me

>>51440321

>>51440292
Plenty of that came from crypto, champ. And while I timed one bubble play perfectly, I whiffed on a couple other things. You gotta have maturity and equanimity when it comes to this investing business.

Now stop picking fights or NPUgXFOi will probably BTFO you a third time in one thread.

>>51440334
Biden legitimately just told the entire oil market the price he wants to buy 180 MILLION BARRELS of oil at.

I'm shorting trucking and shipping companies affected by the railroad strikes.

https://youtu.be/sUa0fKvguvI
https://youtu.be/QRHlz9L88RI

>>51440340
>NPUgXFOi
replied to me once mr schizo. Take your meds. I bet you inherited all of that money.

>>51440334
I knew it. You're the one creating all those Iran deal leaks!

>>51440371
At the rate you're going, bro, he's gonna turn out to be fucking Satoshi lol

>>51440336
slope of enlightenment

>>51440382
>not refuting my statement
>doubleposting
talk about cringe

>>51440280
i dont believe it's the right time to rotate into US semiconductors but it's definitely a thought for later

i only feel safe accumulating energy stocks right now and canadian shit is what's easily accessible to me before i journal them over for us dollars (CNQ is cross listed on TSE and NYSE)

>>51440366
wouldnt trucking get a boost by corps attempting to offload at least some of the potential back log onto the only other intrastate shipping method?

>>51440403
There is no point in buying any company outside of the US, their is no benifit to owning any currency other then USD. Canada is an resource exporting country who's population does not want to export resources. Let me just consult 1000 native tribes before I build this pipeline, oh no we found an arrowhead, oh no the frogs are fucking. time to stop work for 5 years.

>>51440372
Is that THE CEO of Recession Fears?
what a bitch

>>51440392
>not refuting my statement
But if I point out I never got a dime for inheritance, where does that leave you? You have to either say "nuh uh!" or quietly slink off as you're BTFO yet again.

You're clearly seething at crypto as a class because of regret. Get over it. Nobody here has grudges against, like, uranium because of Fukushima. We'd mock the shit out of you if you hated or loved SOXL solely because you're Chinese or Taiwanese. Treat investments as what they are: investments.

>>51440454
Can't wait until MBS gives him the Khashoggi treatment, I tell you what.

>>51440500
See you tomorrow faggot.
>but then theres the halvening!!!!!!!

>>51440449
if you lived in canada then you would know even the liberals will push for a pipeline when money is involved
what pipeline are you even talking about

the biggest pipeline project we have in TMX has the environmentalists being ignored because it's a matter of national security

>>51440528
Slink off, kid. Hope you learned something.

>futas

>>51440542
what did you try to teach here? that you're willing to lose 50k on an intangible asset that also requires conversion to USD to use? congrats I guess. big kudos.

AAAAAAAAAAAAAAAAAAAAAA

>>51439438
>Why are there so many people who have absolutely no qualms about going around repeating a bunch of garbage?

because they're job is to keep investors from pulling money from their funds, and half of the traders on wall street are fucking retarded zoomers / millenials at this point and have never traded through a bear market

the efficient market hypothesis is dead

OOOOOOOOOOOOOOOOOOOOOOO

>>51440557
>>51440500

>>51440586
>Longs oats in you're path

>>51440449
Is there any country anywhere where the government isn't liable to indiscriminately sabotage shit? Like an entire continent is getting fucked right now and it's just a matter of course at this point

Its over, the Jews stole the futures.

>>51440590
touche, yes I did learn something. to be more risky if you can, but at the time I needed the money. i cant really beat myself up about it too much.
>would've been upwards of 3 billion

>>51440605
OJniggers getting what they deserve

>>51440605
Just another day on the lumber ride.

>>51440605
>BOOBA

>>51439967
No explanation needed anymore. Stocks only go up.

>>51440129
>they turned off the loan tap overnight because pain must be good when things are going up or something
source

>>51440605
lumber more like TIMBERRRRRR

>>51440627
OJ bags getting squeezed.

>>51440629
>>51440663
Lumber getting sawed in half.

>>51440663
they're going to be lumbering around with them bags

>>51440673
Cocoa getting bleached

>>51440663
>>51440673
Seriously though, anyone know why lumber is such a shitcoin and has these huge swings?
It's interesting.

>>51440758
Boom and busts created by housing.

Low rates -> affordable mortgages and debt -> more home buyers -> higher home prices -> homebuilders want to build more ASAP -> higher lumber demand

Higher rates -> expensive mortgages and debt -> fewer home buyers -> lower home prices -> homebuilders cautious or even fearful and won't build -> lower lumber demand

News that came out today fucking lumber is that mortgage rates hit 6%

>>51440862
>>51440862
>>51440862
>>51440862

>>51438389
considering how my deo arena nfts looks, I think the fun is in the peace