Stock Market/Investing/Fin Planning Catch-All

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UNCatTech -- see the Wall Street Journal explanation of the "Taco Trade." I am sure they explained it much better than I did. I wrote that before the Journal talked about investors playing the trade wave every time Trump does something stupid with tough tariff talk, and then immediately backing off.
 
Kraftyheel89 said:
UNCatTech -- see the Wall Street Journal explanation of the "Taco Trade." I am sure they explained it much better than I did. I wrote that before the Journal talked about investors playing the trade wave every time Trump does something stupid with tough tariff talk, and then immediately backing off.
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There's a very subtle dig in that TACO remark, in addition to the obvious one. IIRC the FT was outraged by Trump's famous taco salad 'I love Hispanics" photo.
 
Nvidia earnings the past two years have been historic for a comany this size. The ones announced yesterday were great ev en despite losing 8 billion in sales to China this quarter owing to current Trump ban on chips.
On another note, long live the TACO trade. Kudos to a Financial Times reporter for coining the acronym which I am sure makes a certain person mad, gtiven his propensity for name callin
 
I'm very glad the markets are doing as well as they are. It's certainly to my advantage, but more importantly, this is great for the millions of Americans in or nearing retirement.

That said, I'm not sure I've had less confidence since at least 2007 that the markets have any clue how to value themselves right now. I really, really hope this valuation is justified. I can't objectively explain it, though.
 
lawtig02 said:
I'm very glad the markets are doing as well as they are. It's certainly to my advantage, but more importantly, this is great for the millions of Americans in or nearing retirement.

That said, I'm not sure I've had less confidence since at least 2007 that the markets have any clue how to value themselves right now. I really, really hope this valuation is justified. I can't objectively explain it, though.
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Totally with you. I am actually back to where I was on Jan. 20. At that time I considered selling significant chunk and buying back stock after the fall. But I chickened out. Thinking about it again.
 


Full tweet:

Alright, I am convinced things are leaking in the DOJ and leaking to Wallstreet ahead of time.Today $HPE had their settlement with the DOJ announced. $HPE is up 12%.ON FRIDAY $HPE HAD THE MOST OTM CALL OPTIONS IN THE LAST 90 DAYS, AND THE MOST AMOUNT OF CALL VOLUME.Someone put $1.11 million in 9% OTM calls at 11:09AM, and CLOSED THIS MORNING!You can see this clearly on Unusual Whales.This is a blatant example of leaks happening, and isn't the first time we caught this. Over this last year, we exposed numerous tickers and deals where this is happening.Someone always knows, come join our tools at Unusual Whales to help you follow.
 
1moretimeagain said:


Full tweet:

Alright, I am convinced things are leaking in the DOJ and leaking to Wallstreet ahead of time.Today $HPE had their settlement with the DOJ announced. $HPE is up 12%.ON FRIDAY $HPE HAD THE MOST OTM CALL OPTIONS IN THE LAST 90 DAYS, AND THE MOST AMOUNT OF CALL VOLUME.Someone put $1.11 million in 9% OTM calls at 11:09AM, and CLOSED THIS MORNING!You can see this clearly on Unusual Whales.This is a blatant example of leaks happening, and isn't the first time we caught this. Over this last year, we exposed numerous tickers and deals where this is happening.Someone always knows, come join our tools at Unusual Whales to help you follow.
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Shocked GIF by The Tonight Show Starring Jimmy Fallon
 
I'm sure the leaks happen, but you also have fools like Richard Burr who dump their whole portfolio right before the market skyrockets. I would guess, at least with prior administations, anyone who makes a $1 million move on a single stock is getting investigated unless they make a lot of $1 million moves.
 
One bit of good news re the Big Beautiful/UGLY BILL, Senate did restore the $39 billion in CHIPS Act funding despite Trumo saying he would never allow that. If you want to bring back manuf, forget tariffs and use low interst loans and VERY spefic taqx credits to businesses. If you just give a general tax cut, companies use that for stock buybacks, dividends and other things which beneift wealthy shreholders but don't help the economy and middle/working classes,
And also do like Biden did and make these loans and tax credits apoliotical and give them to both red and blue states.
 
heelslegup said:
One bit of good news re the Big Beautiful/UGLY BILL, Senate did restore the $39 billion in CHIPS Act funding despite Trumo saying he would never allow that. If you want to bring back manuf, forget tariffs and use low interst loans and VERY spefic taqx credits to businesses. If you just give a general tax cut, companies use that for stock buybacks, dividends and other things which beneift wealthy shreholders but don't help the economy and middle/working classes,
And also do like Biden did and make these loans and tax credits apoliotical and give them to both red and blue states.
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I agree, but trump doesn't really give a fuck about manufacturing or the American worker.
 
LosPollosHermanos said:
I'm sure the leaks happen, but you also have fools like Richard Burr who dump their whole portfolio right before the market skyrockets. I would guess, at least with prior administations, anyone who makes a $1 million move on a single stock is getting investigated unless they make a lot of $1 million moves.
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The crazy thing was the people who made $1 million short term far out of the money options moved right before the tariff add and pause. One turned $1.1 million into about $105 million IIRC.
 
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