GBA PRESENTS- the public games

Discussion in 'Stocks' started by stonedinvestor, Jul 22, 2024.

  1. Now $28 :(
     
    #891     Aug 2, 2024
  2. #892     Aug 2, 2024
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    #893     Aug 2, 2024
  4. JB: You are thick and massive
    SI: sorry?
    JB: Your account is thick and massive.
    SI: yes- I'm thinking more long term now.
    JB: We'll make a few changes and get back to you.

    CNBC
    Julie Biel

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    You can see her 23' picks pretty eclectic I like her
    upload_2024-8-2_14-29-9.png


    Julie Biel's top 2023 stock picks: CAST ...
     
    #894     Aug 2, 2024
  5. follow up-

    Raymond James sees Flywire buyout price between $24-$30 per share » 14:21 FLYW
     
    #895     Aug 2, 2024
  6. [​IMG]
    Volatility-linked funds dump US stocks, exacerbating selloff

    In absolutely every market meltdown there is the dumb ass greedy man -made problem and this one is no different.-

    A sharp drop in U.S. stocks is provoking selling from volatility-sensitive funds, exacerbating a selloff that has already brought the Nasdaq Composite into correction territory.

    Volatility control funds - systematic investment strategies that typically buy equities when markets are calm and sell when they grow turbulent - have gorged on stocks as indexes soared to record highs in 2024.

    More recently, they have begun selling, as worries over the economy and tech earnings rattle investors: volatility control funds have dumped about $83.6 billion of U.S. equity futures over the last two weeks, according to Charlie McElligott, managing director Cross-Asset Strategy at Nomura.

    It's "extremely rare" for the funds to sell in that size, McElligott said, noting that they have only recorded a sharper pullback in their equity allocations 3.2% of the time in the last 10 years.

    The moves come on the backdrop of a selloff in U.S. stocks that deepened on Friday, after weaker than expected U.S. employment data spurred recession fears. The S&P 500 has slipped about 5% from its July 16 record high, while the tech-heavy Nasdaq Composite Index, has slipped about 10% from a record high reached last month, putting it on pace to confirm a correction.

    The funds’ behavior going forward depends on how volatile markets are in the next few weeks, McElligott said.

    A 1% daily change in the S&P 500 over the next two weeks could spur another $15 billion of selling in that period, while daily 0.5% changes would stop the bleeding and see these funds turn buyers to the tune of about $14 billion, McElligott said.

    Certain other slower-reacting volatility-sensitive strategies could also join the selling if the market selloff worsens.

    Equities trend-following commodity trading advisers (CTAs) sold only about $12.5 billion over the last two weeks. But these systematic, rule-based investment strategies could ramp up selling to about $36.0 billion if the S&P 500 were to sell off another 4% over the next two weeks, McElligott said.
     
    #896     Aug 2, 2024
  7. Think about all you have been taught about investing. Is this fund's strategy not diametrically opposite the right way to invest?
     
    #897     Aug 2, 2024
  8. We now have a wall of worry. Why are stocks not climbing.

    - S Freud
     
    #898     Aug 2, 2024
  9. 2.8 mil vol.. earn?

    BFLY Butterfly Network, Inc.

    $1.18 0.17(+16.34%)2:41 PM 08/02/24
    NYSE |$USD |Realtime
     
    #899     Aug 2, 2024
  10. #900     Aug 2, 2024