GBA Presents: RADIO SAVANT-!

Discussion in 'Stocks' started by stonedinvestor, May 13, 2022.

  1.  
    #7381     Oct 1, 2022
  2.  
    #7382     Oct 1, 2022
  3. A bit heavy debt to rev but the numbers look strong and the stock is now $10-
    and Barons just profiled-

    Olaplex looks like a beauty of a bargain, Barron's says 09:40 OLPX Olaplex

    Olaplex Holdings, Inc. (OLPX)
    NasdaqGS - NasdaqGS Real Time Price. Currency in USD
    Add to watchlist
    9.55-0.07 (-0.73%)
    At close: September 30 04:00PM EDT
     
    #7383     Oct 1, 2022
  4. [​IMG]

    RIVNE, Ukraine — Russian forces withdrew from the strategic eastern city of Lyman on Saturday, a significant setback for Moscow just a day after President Vladimir V. Putin declared that the region where it lies was now part of Russia.

    The battle for Lyman, a city in Donetsk Province with a prewar population of 20,000, is particularly poorly timed for the Kremlin, coming shortly after Mr. Putin illegally declared the annexation of four regions in Ukraine where battles are still raging and a month after Kyiv’s victories in the country’s northeast.

    The loss of the rail hub puts additional pressure on the Kremlin, which has been facing blowback at home over its losses on the battlefield and over the conscription of hundreds of thousands of men to fight in Ukraine.

    Hours after Ukraine’s Defense Ministry said its forces were entering the city, Russia’s Ministry of Defense said in it had made the decision to pull out of Lyman. The withdrawal staved off a potential worst-case scenario for the Kremlin in which Russian troops were trapped.

    “Due to the risk to be encircled, the allied forces were withdrawn” from the city to “more advantageous” locations, the ministry said in a statement posted on Telegram.

    Earlier Ukraine’s Defense Ministry had posted a video on Twitter showing two soldiers unfurling the country’s yellow-and-blue flag at a sign marking the city limits. The army “will always have the decisive vote in today’s and any future ‘referendums,’” it added in a pointed reference to the discredited votes taken to justify the annexation.

    A senior Ukrainian military official, speaking on condition of anonymity, said that Lyman was “already liberated.”

    “A mop-up is ongoing,” the official said. “The Russians have nowhere to run.”

    Last month’s sweeping and successful Ukrainian counteroffensive in the country’s northeast sent Russian soldiers in full retreat, leaving Moscow’s troops in Lyman isolated and severed from their supply lines.

    But that Ukrainian victory came at a cost: Russian forces managed to rush troops to Lyman, fighting viciously for the city amid Mr. Putin’s new territorial claims in eastern and southern Ukraine.

    [​IMG]
    Maps: Tracking the Russian Invasion of Ukraine
    Russia retreated from the key city of Lyman as Ukraine advanced in the east.

    Lyman, which fell to the Russians in May, serves as a rail hub that flows into Donbas, the mineral rich region in the Donetsk and neighboring Luhansk provinces that has long been the focus of Mr. Putin’s war aims.

    Ukraine’s ability to recapture Lyman is the most significant proof yet that Russia’s ability to control the Donbas is anything but certain.

    With Lyman under Ukrainian control the battle for the Donbas enters a new phase. The city’s recapture means that Ukraine’s troops have gained a new foothold in the region and are positioned to claw back territory before winter sets in.

    The next target, if the Ukrainian military continues its advance, would likely be Svatove, a city north east of Lyman where Russians have retrenched following their defeat in the northeast, according to analysts.

    Russia’s military, depleted and losing ground, is likely to be faced with a decision that involves shuttling resources from other parts of the front to slow Ukraine’s advance or continuing to lose chunks of the Donbas.

    Some of the nearest Russian reinforcements are roughly 25 miles to the southeast, around the city of Bakhmut. Wagner group, an infamous paramilitary unit that reports directly to the Kremlin, has battered the Ukrainian defenders there but has failed to seize significant parts of the city.

    Ukraine’s slow moving offensive in the south toward the port city of Kherson has largely been overshadowed by events in the east. But fighting there remains fierce as better trained Russian forces have put up staunch resistance against advancing Ukrainian troops.
     
    #7384     Oct 1, 2022
  5. Overnight

    Overnight

    There is no rally only Zuul!
     
    #7385     Oct 1, 2022
  6. vanzandt

    vanzandt

    yeah but if we have a rally next week after dropping another 5%... Stoney will quote the post and say "the lizard king was right again." :rolleyes:

    fixed that for ya :cool:
     
    Last edited: Oct 2, 2022
    #7386     Oct 2, 2022
  7. Overnight

    Overnight

    I fear two things next week. The emergency Fed meeting tomorrow, and the NFP on Friday. I weep for the future.
     
    #7387     Oct 2, 2022
  8. vanzandt

    vanzandt

    You're always worried about that stuff. Don't.
    Look at Nike. Excess inventory. They ordered too much and the supply chain eased faster than they thought.
    Ditto Walmart and Target.
    And probably every other retailer.

    Know what that means from where I sit?
    Junk is gonna be cheap this holiday shopping season.
    Prices on consumer goods are gonna fall.

    Food is gonna fall too. Oil will continue to drop.
    So the only thing we have to worry about is housing and wages.
    Housing will fall, 7% 30 year fixed, but it'll take about 6 more months to work its way thru.
    I think rents will stay elevated though.
    CRE rents will fall as more small businesses go under.

    So I don't know what this "emergency meeting" is all about, but I wouldn't sweat it.
    NFP.... ahhh, they make a big deal about that every time. There's no surprises, even when they come in different than the estimates.... its close enough. The Fed has the general idea already.

    One more thing... all these former high flying tech stocks... they all have one silver lining.... most of them have tons of cash on their balance sheets. Some of these companies are damn good companies and they aren't going away. They have enough cash to weather the storm. It's not like U.S. Steel in the 70's. Companies like Twilio, Domo, Confluent, Snowflake, Shopify, ... they're near a bottom and they aren't going T/U anytime soon.

    The Republicans take the House and then we'll have a gridlock in Congress. Wall Street loves that. So there's that too.

    So.. btfd @Overnight. 2 years from now you'll look back and say "ol' VZ was right again." :sneaky:

    EDIT:
    AND STONEY...
    ....quit posting so many videos on our thread here. It dilutes it.
     
    Last edited: Oct 2, 2022
    #7388     Oct 2, 2022
  9. Overnight

    Overnight

    That's the difference between you and I. You have two years. I have two months. I swing index futures, remember?
     
    #7389     Oct 2, 2022
  10. vanzandt

    vanzandt

    Whatever. Wall Street whales look ahead. Suckers follow the herd mindset. And right now that mindset is: "the sky is falling". I just smile.
    Dumb.
     
    #7390     Oct 2, 2022