/biz/ - Business & Finance

>>55425743
>>are you currently bullish or bearish
Bullish.
>>which sectors are you bullish/bearish for
Tech, mostly related to AI and LLMs.
>>what are your thoughts on nvda and gpt/AI/LLM in general
Literally the most important invention since the internet.
>>do you have a bear/bull thesis for the rest of the year?
SPX to 5500-6000 this year, 10+ year bullrun before we see any significant bubble or crash.
Justification for thesis, the combo of coming out of the 2022 recession, Biden's excellent economic leadership, inflation already back under 2% annualized MoM, and AI being in its early stages. In conclusion, there is nothing to bearish about, and countless reasons to be bullish.

>>55425937
gas'em
profit
>le collapse

I am bullish on milk futures

>>55425937
Anyone bullish on copper? There's talk of a supply crunch

>>55425945
>have you seen Micron earnings?
>no
>the market is forward looking anyways

Can someone point me to one of the companies that are currently ordering the billions of dollars of NVDA processors that they talk about so much? And don't name random tech companies that do AI research. Where are the public statements saying they are mass ordering AI PUs?

>>55425945
https://www.svt.se/nyheter/inrikes/svensk-myndighet-pa-plats-i-ukraina-bidrar-i-informationskrig-mot-ryssland
(You)

>>55425937
im early for once

>futures

I think I'm going to sell some apples and buy 12 month certificate of deposits

>>55425950
>bullish on milk futures
always have been

>>55425955
I own a lot of glencore, not entirely a copper play but still effected

>futures

>>55425945
>there is nothing to bearish about
lol, yeah, nothing at all

>>55425937
what happens if you are at one of these meetings with bankers and fed officials and you have to fart?

>>55425978
Please tell me that's porno I can watch

NEW MAVERICK JUST DROPPED

https://youtu.be/iWRRvJNv2Vg
https://youtu.be/iWRRvJNv2Vg
https://youtu.be/iWRRvJNv2Vg

>>55425937
Those links are highly suspect.

>futures

>>55426036
maverick niggas have been heemed into ashes

https://www.youtube.com/embed/jfRfsmB_t_s

Powell is speaking

>>55425959
Hey schizo, doing overtime on /pol/ lately to defend Putin losing his civil war? Haven't seen you posting in /smg/ recently. You're a pathetic embarrassment who disappears during every green market day too.

so he is reading the answers from his sheet. All the questions are actually prepared lol

>>55426036
>he's still bearish
My sell signal is when this literal retard capitulates, doubt it will happen as I suspect hes a foreign national disinfo shill and holds no stocks.

>>55425937
BA and SNAP going to both rip tomorrow and Friday these digits don’t lie

>>55425945
>>55425956
Where is the Semifag anon who told us MU earning would tank the semi, then the NVDA earning would rally?? I want this guy here to apologize.
That being said, MU earning were still shit, and market did pump again on shit news. I honestly also thought they'd get rekt as they don't get as much AI exposure as other chip fabs, and shouldn't be it for AI, their CEO couldn't have called this "The Bottom"
MU is known for their conservative and quality guidance, so now I'm wondering how much shit is going on under the hood.
It's realistic to think that AI chip will create some revenue, but I really don't think this growth is valid for everyone in the sector and I don't think it's going to last forever. Once you get your nice shiny AI server, then you have to come with a proper model and then with a business model.
And where is the China factor in all of that? the guy literally said "significant headwind", and nobody cares. Fucking nice market we got here
You'll be sure in the next weeks or so when we'll see some red days, it's gonna be "concerns on china restriction" or "growth slower than expected"
I'm fucking mad
If any of you guys are Semifags, I'll read your take

>>55425955
Long term yes but not right not right now

>>55426136
Just counting the days for NVDA earnings.

>>55426154
but they will manage to get them on track. Look at how many niggers are selling their H100 and A100 shits on Ebay. It's completely crazy.

I am so sick of the experts' crap... artificially setting the bar so insanely low that even a kiosk selling offal meat can beat it. Who gives a single iota of crap that revenue just keeps falling, amirite? Profitability? Never heard of it, earnings per share? Never heard of it
On what basis are they grounding these expectations? Who even are these "experts" and why should we even take them seriously?
You either manage to bring a better profit to the game --> stock goes up, or worse profit --> stock goes down.
Yeah yeah I know, priced in and forward looking

>futures

>>55426176
The experts are based bulls and they don't like betting against America, get used to it, chud.

we pumpin arent we

>>55426202
nothing pumping about futures here

https://www.theverge.com/2023/6/28/23777298/sony-ftc-microsoft-confidential-documents-marker-pen-scanner-oops

> It's not just how much games cost to make that's been revealed here, either. Sony says 1 million PlayStation gamers play nothing but Call of Duty. My colleague Sean Hollister has analyzed the document, and it appears to show: "In 2021, over [14?] million users (by device) spent 30 percent or more of their time playing Call of Duty, over 6 million users spent more than 70% of their time on Call of Duty, and about 1 million users spent 100% of their gaming time on Call of Duty. In 2021, Call of Duty players spent an average of [116?] hours per year playing Call of Duty. Call of Duty players spending more than 70 percent of their time on Call of Duty spent an average of 296 hours on the franchise."

Reminder that the futures is to park all the disposable males in the metaverse and let them spend digital dollars on weed, video games and ewhores

>>55426195
I have no problem with the stock market going forever up, but just give me some semblance of logic and/or reasoning. Nope, they take these figures out of thin air and we are supposed to trust them?
Revenue is clearly down and is in a negative trend... why then should the stock go down? When the company shows signs of recuperation, sure, the stock can once again begin its journey for ATH.
Maybe I'm just too stupid for the market. I should just invest into 5% bonds and leave my money there

My mojo is back

The /smg/ updates are back on the menu

https://youtu.be/D_AAbdBgZwE
https://youtu.be/D_AAbdBgZwE
https://youtu.be/D_AAbdBgZwE

Pre-market opens in less than 17 minutes. What will happen?

>>55426234
i miss these john-chan

>>55426234
>Scoopsies keeling over
Gotta admit that got me good. Keep up the good work, son

>>55426242
downward move to 4410 to flush the sellers and we pump

>>55426234
>THE KING IS BACK
Thanks for the update Jon Chan.

>>55426220
No, it actually doesn't make sense and it is pure hopium and speculation.

Micron made 7-8 billion in 2018 and their stock price was way lower.

>>55425955
Explain your thesis.

>>55426286
Fuck off, just buy. As if any bull actually has made any thoughts.

>>55426053
This is a tranny I can tell from the weird chin.

>futures

>>55426084
At 3 AM?

>>55426220
They just printed 3 trillion dollars it's just inflation. It's like overpaying for a house now because if you don't you'll be priced out forever.

>>55426288
My thoughts are number go up and I sell, number go down and I buy.

>>55426308
works every time

>>55426293
david soxl????!

>>55425955
>Recession
>China FUD
>Europe FUD
>US FUD
>South America FUD
>US + Chile deal?
>Real estate production is starting to ramp up
>Green stuff needs copper
>Market hates copper
Hmmm, I dunno bro. Very long term maybe but now? Hell no. Probably gonna go back to 2.6$ again

>>55426234
>who is currently the best trader in /smg/
Teach me how to improve my trading Mr. Rocker. Please, help an autist.

>>55426324
Get baggots blessing first

im fairly drunk. like had a couple craft beers and im moving on to the Caribbean lifestyle rum n cokes now

>>55426280
So how long can the market sustain this hopium? it's been quite a while now

>>55426234
>n slur
Reported to YT :^)

folks, i think it's time we gave credit where it's due, the writing is clearly on the wall.... joe biden has engineered the most dramatic economic recovery that we have ever seen and is ushering in unseen prosperity. thank you joe.

German CPI Brandenburg (M/M) Jun: 0.3% (prev 0.1%)
- German CPI Brandenburg (Y/Y) Jun: 6.7% (prev 6.3%)


German CPI Bavaria (M/M) Jun: 0.2% (prev -0.1%)
- German CPI Bavaria (Y/Y) Jun: 6.2% (prev 6.1%)

German CPI Hesse (M/M) Jun: 0.2% (prev 0.0%)
- German CPI Hesse (Y/Y) Jun: 6.1% (prev 5.9%)

>>55426342
oh shit its not just gamblers pumping the market to unrealistic levels, shieet you mean he dun did do the thing?

>>55426329
Unfortunately I got drunk the other night and bullied baggot. He deserves it. But I should be better as a young christian man following the will of Christ our Lord and Savior.

>>55426349
lol inflation goes back up as companies are still hiking prices and taking advantage of the inflation
And yet this wasn't discussed during the central banks panel yesterday
Fucking bullshit. They refuse to see where the problem is

>>55426367
Sobriety is important when you whip the temple merchants

>>55426368
It's the wages, it's absolutely clear it's the wages. PPI may be negative, but it's definitely not the prices, but the wages. Wage inflation pressure too damn high!

>>55426100
>muh russia
>in stock market general

>>55426368
It's especially pathetic, because June should have been the best month for low numbers due to Oil peak. August will be great when oil was at 100 and below, should we stay at 70, because then the spread will be lower and the inflation numbers could go higher again.

https://www.youtube.com/watch?v=D_AAbdBgZwE
you all need to smash that like button you cock smoking tea baggers

>>55426389
>>55426234
why does the video repeat?

>>55426342
Yuropoor glownigger hands typed this post.

>>55426368
>https://www.imf.org/en/Blogs/Articles/2023/06/26/europes-inflation-outlook-depends-on-how-corporate-profits-absorb-wage-gains
Come on bro

>>55426234
I'm new to smg. I appreciate the update. I also hate zoomers. I didn't know you were a rabi but it makes sense you're good with money.

Yields...

German CPI Baden-Wuerttemberg (M/M) Jun: 0.3% (prev 0.1%)
- German CPI Baden-Wuerttemberg (Y/Y) Jun: 6.9% (prev 6.6%)

>>55426234
did taste ur sisters strange?

>premarkets

>>55426403
It's predicting WW3. That's the only possible explanation.

>>55426389
I would smash your love button if you know what I mean.

October 13th was the bottom
June 16th was the top

[02:30 ET] Fed's Powell: The process of getting inflation to 2% has long way to go.
[02:30 ET] Fed's Powell: The majority of the FOMC sees 2 or more rate hikes by year-end.

reminder that his narrative is a lie. Inflation will drop massively in autunm, """"""""""""out of the blue"""""""""""", and the pause is definitive.

goddm this market is so boring bros I hate it

>Oil

>>55426234
Whyd you ever stop doing the updates if youre gonna put the same titles and show your face still.

>>55426411
God I wish that were me

>>55426136
>>55426176
>MU Pe ratio now is 48
lol. it used to be 4 or 5. This is complete bullshit

>>55426454
That would mean a sharp drop in revenue in earnings, which means companies would magically stop "adjusting for inflation". I don't see that happening. As long as nobody stops them to hike prices, they will continue to do so. Growth above everything dude

Saxony June CPI +6.8% vs +6.5% y/y prior

Germany killing inflation

I just saw the original movie. is the sequel good?

>>55426454
Inflation will increase in autumn if oil holds 70 or even increases.

>>55426603
I can't imagine. Saw the first minutes and thought "Wtf is this?".

>>55426573
MU made 7-8 billion back in 2018. And their stock was lower. Back when 7-8 billion is like 14 billion now. But they beat estimate with 3,75, so all good, we are forward looking.

Always bet on jews devaluing the currency

>>55426640
Which currency should I bet with?

should i be hedge right now or just sell everything? serious question

Y'all ready for amazon to mega bart today?

>>55426719
why would that happen?

>>55426720
Because it cant break 130 on day bars so now it has to pull back.
And holiday tuesday. Holiday tuesdays are bad juju

>>55426727
cool, my AMZN shorts (from $126.60) could use a bit of unheeming

>>55426612
Yeah it's so forward looking that it looked past 2023, 2024, and maybe even 2025. Assuming rates are gonna be held at 6% till 2024, there is no way MU is gonna have good revenue.
But who cares, it's cyclical bro, low expectations bro, growth only goes up bro, just inject more money bro, QE bro, stocks go brrrrr bro

>>55426732
Yup the market is already doing all its pumping in after hours. Shorts 10 mins after open.

>>55426756
I know, I was sarcastic. It's retarded.

So is CVNA gonna pump 15% again for the third day in a row?

When do the fucking commodities start their run.

After Micron pumping with these earnings. And with it the S&P, you know it's only MANIA driving this market. MANIA and the effort to make money by pumping stocks to beat inflation

SPY is squeezing my bastards

>>55426898
Yeah this market's propped up by thoughts and prayers

>>55426880
I bought an unleveraged copper fund in july last year and am up 50%, I think they already have run

Lithium did too

>>55426880
Falling demand for oil and natural gas, natgas was pumping on the assumptions that there would be high demand, low supply and heatwaves. The heatwave localized to texas is cooling off next week and supplies were found to be higher, so demand is relatively lower. Oil is in a similar position. This is having downward pressure on energy.

>>55426981
>Total products supplied over the last four-week period averaged 20.2 million
barrels a day, up by 1.3% from the same period last year. Over the past
four weeks, motor gasoline product supplied averaged 9.3 million barrels
a day, up by 3.8% from the same period last year. Distillate fuel product
supplied averaged 3.7 million barrels a day over the past four weeks, down
by 0.1% from the same period last year. Jet fuel product supplied was up
9.6% compared with the same four-week period last year

>Green line is liquidity scaled to SPX
If the market keeps extending then this model breaks down and I will kneel to the squeeze. If not; this shit it going to fucking crash.

>>55426602
Sonst juckt mein Saxony

>>55427000
forward liquidity or current, cause nobody gives a shit about current data in the stock market, it's all projections

>>55426880
inflation has already peaked chud

coca cola bonds going for 6.25% now

>>55427024
>forward liquidity or current
current
>cause nobody gives a shit about current data in the stock market
yeah you're probably right, although it has worked great at detecting overbought/undervalued levels so far. might be a fluke, who knows

Real niggas still adding to their nvda shorts aggressively. Pigs buying shitchips trying to fomo chase intc mu etc

US Q1 GDP revision numbers come in in less than half an hour. Initial read was 1.3%, expectations are that the revision will be 1.6%.
Are you expecting
>Beat
>Meet
>Less
?

>>55427175
>intentionally shooting low so that it can only be higher
>same with earnings

stop dumping oil futures, energy isn't supposed to be going down anymore

How am I always the only one who ever talks about CVNA

>>55427300
Because it’s a shit company that just squeezes until they file for bankruptcy

>>55425950
She..... she knows that camisole top is a lingerie shirt meant for sleeping in, right?

SOXL gaps down to $20 today.

"financial news":
one of these stories is not like the others

>>55427313
Why would they file for bankruptcy? They seem to be doing fine. The stock is up 650% this year and they didn’t even do an offering

AMERICA'S BACK BABY

US Q1 GDP revision numbers came in. They were read at 2%. If you guessed "Beat", you were correct. This is a significant beat though, so markets will likely go up today.

US Core PCE Prices Final Actual 4.9% (Forecast 5%, Previous 5.0%)
INFLATION KILLED

>>55427324
lol, with Micron up?
sure buddy, sure

WHY IS SHE GOING DOWN

10y yield possible breakout coming from a long consolidation

>>55427349
Micron is already almost red.

hey anon
don't forget to zoom out
this is a new bull market
SPY 500 eoy

>>55427316
>camisole top
fag

>economy hot
no recession, bullish for Oil, also higher for longer

>2 year yield 4.828%
Reminder: the higher rates go, the more systemic risk, the more likely we see more banks go BOOM
We are inches away.
Last time 2yr hit 5% was the catalyst.
The banks are fucked. Their balance sheets are fucked
>massive deposit outflows that have increased as time has gone by
>balance sheets completely destroyed by 50% reduction in value of commercial real estate due to WFH from covid
>complete tightening of lending conditions due to bank failures, failure to issue new loans (at these higher rates..) failure to roll previous loans
>yield curve inversion destroying their margins on lending
Yields continue to rise.. We will see such bad bank failure, not only here in the US, but worldwide. Worldwide financial crisis. Still, you do not believe, still you do not listen. You will see. You will learn.

>>55427409
All the major banks passed stress test, all is okay.

my heckin svix covered calls are going itm today ;_;

Morning. My NVDA puts are going to get fucked at the open, but the Yankees won in historic fashion last night, so that's nice.

>>55427414
Aren't regionals first in line to get fucked?

>>55427432
Baggie btfo as per

>get back from work
>everything green
god damn. how do we lose in a bullrun

>>55426136
Give what I said earlier, I wonder what will be the price action on MU today. All the headlines are overly positive about it, so I'd guess for a fomo
I'm still fucking mad at the reaction of the market yesterday

>>55426342
if uncle joe gets my tqqq back to 70 i will vote for hunter biden to be president.

>>55427436
Regional banks are also fine and in the strongest macro environment there has been in decades. Stop fear mongering.

Goldbros are you okay?

>>55427458
lol

>>55427414
>>55427461
long fas with leverage then?

Nice head and shoulders you got there amazon.

>>55427461
>>55427414
When there is a global financial crisis as a result of many bank failures within 6 months, domino effect, I will remind you of theses posts :^)

>>55427461
This time is different am I right?

>>55427444
lol top signal. checked tho

>>55427409
4.87% now. I guess we're heading back over 5% next week

>>55426053
https://www.dhakatribune.com/world/2023/05/01/jpmorgan-to-buy-first-republic-after-regulators-seize-control
did anyone else buy this? I'm dumping $150 worth (half my stack) at market open after a 2x

>>55427462
>there are retards who bought gold at $2080
lmao

>>55427409
Won't the BTFP negate any bank stress from rising rates? I imagine the Fed will just expand it the higher rates go

Regional and National banks are fine and well equipped to handle a recession.

>>55427533
>Regional and National banks are fine and well equipped to handle a recession.
Won't the Fed just expand BTFP at the first sign of regional bank stress? These banks are in a terrible position with rising rates but it seems like the Fed will just give them infinite loans to sustain them

>>55427530
The fed is the LENDER of last resort. The new program doesn’t fix the problem

Double-top.

>>55427546
>The new program doesn’t fix the problem
A return to ZIRP would fix the problem, but can't BTFP just be made permanent and expanded to keep banks afloat until we inevitably return to ZIRP?

>>55427543
>The Fed will just sit on toxic assets forever and none will be issued through the RRP

Marketwatch isn't showing the GDP revision numbers. Is there a better website similar to this one that actually updates?

>>55427553
New-Normal

>>55427516
>39% float shorted
I'm new. Is it possible to fuck over shorters?

>>55427561
Read the OP peabrain

>>55427559
>The Fed will just sit on toxic assets forever
US treasuries aren't toxic assets. Why would the Fed have a problem holding them and loaning out money to banks?

>>55427554
Maybe, but that doesn’t mean banks will be able to continue to function since these are all emergency loans meant to make sure depositors can access their funds. It doesn’t make the banks any less underwater

>>55427561
use forexlive for any new market information, not only do they run the headlines, they run a breakdown of all the numbers with analysis, all published within 1 minute (usually) of the data release
You're welcome.
https://www.forexlive.com/news/us-q1-final-gdp-20-vs-14-expected-20230629/

>>55427409
2y isn't that important. 10y is the better indicator.
And remember, with every year that passes from this point onward, banks roll into better positions where they're the beneficiaries of these higher yields.

Any bank that can maintain some decent base of savers willingly getting cucked by 0.3% savings account yields should continue to do well, and unless QT returns, the quantity of those funds sitting out there in the system will remain similar. There is no risk of systemic stress.

Personally, I find insurance more interesting than the banks in evaluating potential benefits from these rates though.

>>55427572
They are toxic if their yields keep going up. It means nobody wants them

>>55427573
>since these are all emergency loans meant to make sure depositors can access their funds
Yeah but banks don't care. They just see it as the Fed supporting them and giving them the green light to continue lending as usual. They know that at the first sign of stress the Fed will come to save the day

>>55427575
Thank you
>>55427036
Please enlighten me where do I see coca cola bonds?

>>55427585
>It means nobody wants them
There is massive demand for treasuries. Higher rates are demanded because of higher inflation and growth expectations. But the demand is always there

>>55425945
>Literally the most important invention since the internet
and bubbles can’t happen with important inventions

>>55427587
Loans are down for most banks, they aren’t able to lend. Just like in 08 the fed can’t fix this, they aren’t supposed to anyway. The treasury needs to inject capital into these banks to save them.

/OJ bros stay winnin

/PL and metals dying

bears: MARKET CRASH
the market:

>>55427592
You’re right, I shouldn’t really say treasuries aren’t desired, that’s not fair since they are considered pristine collateral.

>>55426022
The real economy is screwed but what is there to be bearish about for stocks? The market has shown that earnings don't matter anymore. Rates don't matter anymore. Valuations can expand infinitely. The worse the real economy gets the more money the Fed will pump into the stock market. It's a true nightmare scenario for the real economy

>>55427582
>2y isn't that important. 10y is the better indicator.
when facing liquidity issues, issues of deposit outflows etc, shorter term rates have a larger impact on banks ability to withstand the pressure, as banks may put 60-70% of their money into bills and shorter dated bonds (2 year), and only 30-40% into longer dated (10 year)
I agree that the 10yr is the benchmark for evaluating the economy
However, when it comes to banking stress, banking failures, short term rates increasing (the value of those short term bonds falling sharply) is what will push them over the edge to failure

>>55427600
That's a drop from being almost +0.5% up.
>>55427377
Hitting the line now

>>55427316
Breaking news, modern women dress like whores. Film at 11

>>55427608
You’re confusing how the market functions and the economy. When the economy does recess the market will correct and it will do it quickly, this is due to liquidation events happening. Earnings movements aren’t due to sales, but due to longs and shorts being liquidated

So Mike Santoli is gay, right? He's just a bit too well dressed and put together. Not that there's anything wrong with that. Clearly a smart guy when it comes to markets.

>>55427599
it's only up cause summer sees a spike in OJ consumption cause people like to mix drinks with it/it's available at the gas station
same for live cattle
it's a party thing

>>55427624
>this is due to liquidation events happening
After SVB the Fed immediately created BTFP to pump liquidity. Why won't they just do the same thing for any future stress, and why wouldn't the stock market front run it? The 2020 crash was the most bullish event of all time, and now the stock market can expect and front run infinite QE/ZIRP

>>55427384
look at that long tail wick on yesterday's trading day. intraday didn't even hit that price

>>55427646
>t's only up cause summer sees a spike in OJ consumption
buddy, have you not been paying attention at all to the complete collapse / horrible, historic yields of oranges both here in Florida, as well as in Brazil?
have you not seen this?
https://www.reuters.com/markets/commodities/us-orange-crop-falls-86-year-low-oj-futures-hit-new-record-2023-04-12/
>86 year low orange crop
Lol.
https://www.freshplaza.com/asia/article/9530168/low-orange-production-limits-supply-in-brazil-s-2023-24-season/
MUH SUMMER PARTY DRINK THO
You're dumb.

>>55427646
What kind of parties have live cattle at them? and gas stations never see cow for sale, might be a Midwest thing

Wow...Micron didn't convince the semi industry with their earnings I guess. This fucking market can't make up its mind holy shit

>>55427613
you're literally proving my point. we're talking basis points here. the market only goes up. I only start making "bear plays" when the numbers are like "holy shit". in a rational world, the market goes up slowly, and then crashes quickly. this doesn't feel like an arbitrage opportunity to the downside. too many people are positioned long for this to be a capitulation. we're complacent at these levels. the VIX has practically never been lower. okay i'm done.

>>55427610
Their losses are more interdependent on the 10y, but for stress the short term rates matter as they force higher yields on deposits to remain competitive. Net interest margins fall, and losses appear. This can create a panic.

My point is that none of that is really happening because deposits have stabilized. We're seeing a split in savings yields. However, unless we see another wave of cash flowing into those short term t-bills, which would show up as more quantitative tightening as the fed balance sheet changes, there is no reason to fear.
In other words: Yields on t-bills are high, but more bids must actually come in for this to matter. The reality is that the rising yields right now are more indicative of a lack of bidders, rather than increased issuance.

>>55427657
weekly chart bro

>>55427660
I live in the non-jewey non-negro part of Brooklyn
>>55427658
no you're dumb

This thread is so slow that I wanted to make this post >>55426449 again but we're only at 192 posts...

pep si /6uus/

>>55427679
i dont even know what that means

>>55427656
They’ll definitely try, but interbank tokens aren’t deposits and they aren’t treasuries

>>55427615
its not that she is dressed like a whore,
she is wearing sleeping lingerie at the store
we... need some standards

>>55427700
the chart, which you commented on, talking about "yesterday's candle", is a weekly chart. meaning each candle represents one week. the current candle on the chart is still being determined, but yes, it certainly is starting to look like a gravestone doji

>>55427599
Metals going to hell, especially copper, typically signifies something... but I can't quite put my finger on it. Ehhh who cares, growth doesn't need commodities. Nobody needs commodities. Let them die while we pump to eternity.
Should have sold my copper when I had the chance. Now it's probably heading to below 3$ again because of muh recession FUDs, great.

>>55427718
yeah but what im saying is price never got to that price during trading hours yesterday

>>55427646
>same for live cattle
>it's a party thing
?

>>55427678
>deposits have stabilized
>there is no reason to fear
Is that why bank usage of BTFP has increased, not decreased, as time has passed?
https://fred.stlouisfed.org/series/H41RESPPALDKNWW
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/banking-as-a-service-providers-grow-deposits-despite-q1-turmoil-76144229
>Overall, the US banking industry experienced accelerated deposit outflows with a 3.4% quarter-over-quarter decline
is that why deposit outflows accelerated?
https://thefinancialexpress.com.bd/economy/global/us-bank-lending-touches-record-as-deposits-fall-fed-data-show
https://bismarcktribune.com/news/community/mandannews/rural-midwest-banks-lose-deposits-again-in-may-north-dakota-survey-index-declines/article_e8510368-0af6-11ee-9e70-174defcfabab.html
>Rural banks in the 10-state Midwest and Plains region in May continued to see record-low checking deposits, and only about 15% of bankers surveyed anticipate an end to the banking insolvency crisis.
>The checking deposit index for Creighton University’s Rural Mainstreet survey dropped to 22.0 from April’s already record-low 25.0
I think you're wrong, anon. And wrong in a big way.

*BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG BANG

>>55427755
Checked.

>>55427752
>Is that why bank usage of BTFP has increased, not decreased, as time has passed?
Why wouldn't BTFP usage increase? Can't banks just use it to park their bonds, get a big loan, and then use that loan to buy treasury bills at higher rates? It's free money for banks

>>55427755
Based and checked
Comfy green day confirmed

WHAT THE FUCK WAS THAT

>2 year yield up 16bps in a single day
Rates truly don't matter anymore

uh bros I fell off my bike last week and had minor pain near my groin area when I applied pressure and now I feel a small lump under the skin, is it ogre for me? I dont want to die I have so much unfinished shiposting to do and I cant die before my puts print

WTFWT

MARAChads WW@

>>55427752
Perhaps. We'll have to wait and see. The March panic certainly sparked a wave of outflows.

I have no personal stake in any of this regardless. Another wave of collapses would certainly make for some more great trading opportunities though.
These vol doldrums we're stuck in are killing me.

>>55427755
showtime!

>>55427741
Don't get the confusion, do you party with dead cattle?

good morning

MUbros.... what happened?

If you bought crypto miner stocks 6 months ago I bet you're feeling pretty smug right about now.

>>55427775
BTC slamming against overhead resistance again. This might be it, fellow MARAuder.

good morning thursday morning

>>55427800
Never buy laggards. The market has made up its mind on who the AI winners will be, and MU is not one of them.

Oh I didn't get fucked as hard as I thought I would. I'm only down $4 from my purchase price.

Should I slurp Micron?

>>55427824
True, I just saw they were up a few percent after earnings last night. RIP to any call holders that couldn't cash put on that.

so uhhh if i get this correctly we just had the markets dump non-stop for like 3 weeks straight because people started to notice this macro may not be the best and fed boomer was threatening with hikes
now suddenly, without anything of the above changing, we're back into the bullrun?
it's like the exact moment the NPCs started thinking this may be more than just a pullback as it was nearing a reversal the BUY BUY BUY.exe just kicked in

>>55427768
Ehhhhhh, fast approaching 5%. I seem to remember a lot of anons here mentioning that if it goes 5%+, US banks go catastrophic. Well, we'll just have to wait and see. Haha, wouldn't it be funny if this stupid market suddenly crashed, haha?

>>55427857
>that if it goes 5%+, US banks go catastrophic.
Not anymore. The Fed has shown their hand, they will support banks at the first sign of stress. They'll just accept their treasuries at par value and give them a huge loan in return

>>55427856
Well what changed is aggressive central bank money printing. And you can't crash on "generally weak data", you need something snappy and eye catching. Debt ceiling defaults, global pandemics, Krugman coming to power, that kind of thing.

pumparino

>>55427874
Exactly, there is an infinite amount they can simply inject at any sign of failure. We now know that the system will always get bailed so in essence we can't ever fall again. The stock market will continue its march onward and probably hit S&P 5000+ EOY.
Then again, why wouldn't the FED bail them out? It's that simple, just inject more money into the system

>>55427857
did you miss QE 2.0? bank failures are bullish.

total micron death

TOLD ALL YOU GAY BEARS THIS WAS A NOTHING BURGER
SPY 500 EOY

>>55427950
I'll take it

MU: starts issuing a dividend
one year later: starts losing money
gotta love corporate america

AAAAAAA WHY DID I TRY AND CATCH THE MICRON FALLING KNIFE

so this is the power of ai...........

institutional bag holders:

>>55427878
Who is printing more money

>>55427856
>markets dump non-stop for like 3 weeks
????

LCID bros, when do we sell?

>>55428021
at this point, dont we just hold forever until TSLA buys it for their batter tech?
LCID makes better batteries than TSLA, so one day, daddy TSLA will buy up LCID for the battery tech

>>55427377
10y above the May highs now

Impressive 1 minute candle

mumu, watch your tone

this fucking red candles wiped my gains

>Supreme Court bars affirmative action in higher-education admissions

Better students -> lower default rates -> bullish for SOFI!

Or will it reduce the number of spendthrift negroes, latinx, and women, therefore bearish?

Looking forward to NVDA re-entry at $100

Can anyone think of some good short term catalysts for a DIS move to the upside?
It looks cheap at the moment but everything is against it. People are tired of SJW LGBTQABCWTFBBQ+

>>55428087

affirmative action isnt needed now because college admission departments are so woke they do it anyway ie it won't make any difference

>>55426603
Watch Margin Call instead.

so... when is the market crashing boys? Im full in cash

daily reminder to get out before September.

wtf I'm getting heemeed

Can someone please nuke Sweden? 8%+ inflation and they just hiked to 3.75% and told us that 4% is the top... and of course, consequently, the swedish crown fell to a new ATL compared to the Euro. You can't make this shit up. Fuckin hacks that are actively trying to kill the lower/middle classes while promoting the big export.
And the bank had the gall to say that it places the common household as its top priority. Motherföckers

>>55428122
2022

TMFbros when is our time…

Crap market day

>>55428141
Yeah, well, what're you gonna do? Fire your central banker?

Can you faggots stop trying to save carnival and just let it correct?

>>55428159
This but N-Video

>>55428147
It seems like never. When jobless claims finally start to increase the government will create some monster stimulus package + the Fed will inject trillions into the markets and inflation will come surging back. I thought we would have a period of real disinflation before hyperinflation but I guess we're just going right into hyperinflation. It's depressing

>>55428147
A global empire's bonds are indeed a perfect safe haven during most market panics.

However that's not the case when they're decaying shitholes rapidly plunging towards inflationary collapse. I want you to look at your TMF and ask yourself whether you'd hold a triple levered ETF containing long term Mexican or Brazilian bonds.

Who let the national debt become accrued to the level of 35 trillion dollars principal on an adjustable rate basis? Holy shit guys we're so fucked when the interest rates hit 10% and we have to spend 3.5 trillion a year just to service the interest payments.

rates up
china stock markets down
oil up

how
why don't any models work

>up
>down
>up
>down

>>55428180
No one cares. They spend 3.5 trillion to service the debt and then just adjust the number on the other side 3.5 trillion higher. It's all imaginary anyway.

There is zero reason for carnival to be pumping like this. Pants on head retarded

Just slurped some AMD at 110, we'll see how it goes

>>55428180
lol, they just need to print more money to service the debt! its free money!
they just print as much as they want forever! there is no down side!

>>55428185
wait for the european close

>>55428201
yeah, I dont know....

>>55428194
The fucking interest payments are going to be higher than the GDP. It'll lead to enslavement, inequity, and catastrophic climate change!!!!

>>55428219
>inequity
Irrelevant. The supreme court just today declared affirmative action is unconstitutional.

Going all in on BUD

Long live the trannies

Loving this range bound action. Where's the crab at?

>>55428234
An oxymoron if I’ve ever heard one

I forgot to buy more Overstock OSTK below $20…

>>55428234
They're in a weird spot because if they come out and say SORRY FOR THE TRANNY STUFF GUYS they'll lose what support they have from the gays. But I don't think they're winning back certain customers regardless of what they do, so it doesn't really matter anyway. They've likely lost a chunk of their customer base for good. The CEO keeps dancing around the issue and refuses to straight up say "Whoops, shouldn't have done that".

>>55428180
Ehhhh, just print more money bro, just issue new bonds bro. Debt has become a non-issue

>>55428234
Trannies don't even drink beer nevertheless bud light it makes no sense like if john deer began pandering to nonexistent tranny farmers or something

SOFI BROS...were back. $20 by EOY, dattebayo

>>55428271
Im hoping that people are gonna forget about that gay shit in cca 1-2 or more years

>>55428277
what do the trannies drink?

>>55428234
It looks like a can't-afford-to-miss it discount, and I think this is such an emotion-driven dip. But SOME of the lost value is real, they did lose money and continue to do so, and it's hard to time when they'll return to normal, when will people forget, etc. Political types really are like a dog with a bone, they don't tend to let shit go. But GOD DAMN that's a good looking discount.

>>55428276
You forgot a bro, bro

>>55428180
look at it this way
when Bank of Japan ends up owning 90%+ of the JGBs issued, interest becomes meaningless because they will just pay interest back to the treasury

>>55428285
It reminds me a little of Smith & Wesson and their internal lock debacle, aka the "Hillary Hole". They lost a hardcore segment of their customer base for good. The company is doing fine (I think, anyway), but old gun owners are still seething about that shit 30 years later and refuse to buy S&W.

I recommend buying Micron here, it’s way oversold and at bottom of channel

>>55428291
cum

>>55428309
I own some S&W firearms,because their recent MP series is pretty good, but I refuse to buy one that has that lock on it. It looks fucking stupid and they shouldn’t have cucked

>>55428297
I'm not your bro... bro
>That weird manipulated dip in gold
wtf?

>>55428294
>>55428309
I'm European and InBev also owns Stella Artois, Becks, Corona, Leffe.. All very popular beers here.

I will add more if it falls to cca 45

why the FUCK is the market so VOLATILE on NO NEWS

>>55428302
>Bank of Japan ends up owning 90%+ of the JGBs issued, interest becomes meaningless because they will just pay interest back to the treasury
This is next level shekel-sorcery, I guess the jews really do have a reason to fear the samurai.

>>55428310
Pics or didnt happen

>>55426100
You're the schizo/bot shilling on multiple boards. An actual fucking shill. You're lower than bacteria.

Student Loan Forgiveness decision tomorrow... make your picks for the weekend, I'm expecting no forgiveness which is why I haven't sold any of my SOFI

>>55428291
my cum

WHO REDEEMED

>>55428234
seems premature. shouldn't rock bottom be post Q2 earnings?

>>55428366
well sleepy Joe wants re-election, he's gonna need to pander to his retards ain't he

>>55428346
distribution is taking place

>>55428366
if they want biden to look good then they better pass it so i can get my 10k to put into shit

>>55428344
Yeah. I think some people are aware of what all InBev owns, but not most. So they gladly order one of their other beers while boycotting Bud Light. Don't know how long it will take for them to truly recover though. Every time some pride or other gay stuff comes up it just reminds people of the tranny marketing stunt all over again. And it's easy clickbait/ragebait headlines for all the right-wing grifters to write about.
>>55428332
I own a couple of their 9mms and I like 'em. Don't own any revolvers but I agree.

>>55428387
Biden cant look good at this point. he just said in a press conference on tuesday that he was selling state secrets. How could he possibly run again?

>>55428377
>shouldn't rock bottom be post Q2 earnings
I was joking abut going all in, but I bought a bit now already just in case they will by some miracle have positive earnings.

I will add much more if it goes red after Q2

Why won't they stop slurping? I just want to bopost in peace.

>>55428332
hate the glocky trigger safety

>>55428414
I guess there's still China PMIs tonight and PCE tomorrow

>>55428414
in time brother

>>55428226
Oh shit, are there chimp outs? Am I missing the chimp outs?

>>55428180
They're just paying themselves, It doesn't fucking matter

>>55425937
test

>>55428180
literally doesn't matter. if we were any other country it would but we aren't

Buying AMC now that no one gives a fuck about it and it's still low

>>55428346
>why the FUCK is the market so VOLATILE on NO NEWS
PCE inflation tomorrow, and economic and job numbers not looking good in regard to that. If it's up at all, the mark is going to tank expecting a quarter a point next month instead of August.

>>55428462
I bought aome ape, big mistake.

>>55428448
I doubt it. The case was about college admissions, although may open the door to other similar cases.

I would say this is bullish for colleges as they'll now be forcibly admitting more qualified students, but I'm not sure there's any public market play on the news.

>>55428462
Anon,
no one goes to the movies anymore
they could sell a monthly subscription service for $20 where people could watch movies at home and no one would buy it

AMC was only a buy because of the short squeeze play
its a dead company

>>55428491
Yet, the parking lots are still always absolutely packed.

Recover you sunuvabitch market

>>55428498
they closed the AMC near me
>anecdotal evidence is the best evidence

>>55428501
Welcome to the rice fields, son

>VIX down every day for a week while SPX is also down every day
>VIX suddenly pumps while SPX also pumps
I hope you guys have your hedges on cuz you're gonna be needing them real soon

>>55428509
data is the plural of anecdote

>>55428541
data is the plural of datum

>>55428548
Datum sounds about right.

Freshly baked

>>55428594 >>55428594 >>55428594 >>55428594

>>55427999
Chinamen and Nipponese central banks. Plus massive US deficit spending is acting as an accelerant here, even if Powell isn't the one hoovering up bonds right now.

just went to $WMT and got five shirts and four pairs of shorts for $75