Our Next (gummybear exclusive)watch list stk is a piece of fruit! #2 WATCH CTLP Cantaloupe, Inc. $7.65
I haven't heard from janes in a while. I hope she is well. Could use some of her micro magic... maybe we will get a visit... Who would of thunk? Smaller is better! #3 WATCH BKSY BlackSky Technology Inc. $2.10
Blacksky was a SPAC and of the worst kind. Their original presentation materials pointed towards $200 mln + and they have delivered nothing close to that.. $18 mil a qtr... One way of looking at this is Ok the stock is devastated and if we can deliver just 1/2 of the original hype then we are talking something good. The other way to look at it is these guys suck. I think there is some real meat on this bone yet to be discovered... Anyway her is a very level headed analysis and I think this guy does a good job-- He likes STEM another name I was going to look at...
<<<Welcome to the SHORT SQUEEZE- A new thing. GBA is putting the spotlight firmly on FNGR. 150 Mln naked short Lets punish these fools everyone BUY FNGR!!!!!!!!!!! Last week it got rejected at $4.50 for a reason. Massive fear somewhere between $4.50 and $5.40 is the trigger price... BUY MORE- PT- $100.
VZ back and in the house.... Do I go to hell for turning you on to Gin and Tonics? Because your subsequent posts (after the above) were the raging's of a nut case. But that's ok. Cucumber huh? Blah. Be a purist. Hey I just logged in and I saw the PM light lit. A loyal follower reminded me of my call on Lamb-Weston too. See the thing is Stoney.... quality stocks take time to go up. LW didn't budge forever, but I post it as a granny stock and it has damn near doubled in a year and a half. So whatever.
"I feel better." Dr- What did you do? Six Gin & Tonics and 12 liquid Advils. Really? >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Van the one thing we don't have now is time. It is a frantic race to the edge of a cliff. Anything bought long term here at these levels is bound to fail hard. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> "The market is currently prioritizing the strong economy over fear of the Fed," the retired Wharton finance professor said in his weekly Wisdom Tree commentary, published on Wednesday. "We will see how long that can last." The Federal Reserve's battle against historic inflation has centered on raising interest rates from nearly zero last spring to north of 5% today, and the US central bank has penciled in a couple more hikes this year. Higher rates boost the appeal of bonds and savings accounts relative to stocks, and typically erode corporate profits by increasing companies' interest costs and curbing demand from consumers and businesses. As a result, they tend to pull down the prices of stocks and other risky assets. However, the US economy has proven resilient to the Fed's hikes, with growth and employment both holding up in recent months. Investors are betting on stocks because they believe the US can escape a recession, and companies can withstand the pressure of higher rates. Siegel questioned why the Fed is still pressing forward with rate hikes even though inflation has dropped from a high of 9.1% last summer to 4% in May. He suggested that Fed officials may believe a buoyant economy will fuel inflation, even though current prices of oil and other commodities don't support that view. "What surprises and disappoints me … is that the Fed continues to escalate its tightening and hawkish stance," he said. And Now I will reveal what has changed.- There was a rumor I got a whiff off through the HF community a white paper or proposal that was worked up internally at the Fed had been leaked. I didn't mention it. Then a Smart Money guy the one with the brown hair who is well kept up and is usually bullish- he was taking the negative side of the market in a debate and he let loose with premise of the working paper which is... " MAYBE THE RATE HIKES ARE ACCOUNTED FOR NOW-- " WHAT THIS MEANS IS HIGHLY SIGNIFICANT: WE HAVE ALL BEEN INVESTING WITH THE " LAG " IDEA FIRMLY IN OUR MINDS-- THAT THE FED HAD TO SLOW DOWN BECAUSE OF THE ' LAG " EFFECT OF AL THE PRIOR HIKES. THEN A FED GOVERNOR IN A POST RATE DECISION SPEECH MENTIONED THAT EXACT PREMISE-- IT LOOKS LIKE ALL PRIOR HIKES ARE REFLECTED IN OUR CURRENT SITUATION-! THIS IS NOT GOOD- ~si
OIL- If I look back at my so so market calls-- Oil is up there. i did a significant amount of shifting around to get long oil names that have not worked out. I want to sell but the facts on the ground do not warrant that-- just the damn stock prices. I know you are supposed to be agnostic and just dump everything the second they don't work but we have the facts on our side-- US producers have ramped up production to record rates this means certain producers will have blow out earn. Usually one invests for good earn. So I am rather stuck and confused in this one area of the market. Drawdowns are high, inventory is low, summer is driving season.. oils should be higher than it is. But it isn't.