SVTP stock pick thread.

cobracide

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This I know..but we've never had a Brandon before
Fk Brandon. He has no clue and Powell will not net Brandon dictate monetary policy.

The Fed will take care of things. It's not 1929 anymore. The market is pricing rate hikes as we speak. My thoughts are it is probably almost done but we need to see a couple up days in a row to verify bottom.
 

capnkirk52

Eat more POTATOES!!!
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Yikes. I bought this a few weeks ago... Crazy.
1643045523876.png
 

cobracide

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I’m wondering if now is the time to jump back into Tesla. But I’m like ****.. everything is still on the tank
I bought TSLA at 142 and still in - at a current PE of 316, not so sure it's a good deal here. There are better buys, I'd keep looking and wait for the bottom confirmation. For instance, AMD with a PE of 37 would be a better pick. NV with a PE of 65 is still pretty expensive comparatively.
 

CompOrange04GT

Anyone have a strap on my girl can use on me?
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I bought TSLA at 142 and still in - at a current PE of 316, not so sure it's a good deal here. There are better buys, I'd keep looking and wait for the bottom confirmation. For instance, AMD with a PE of 37 would be a better pick. NV with a PE of 65 is still pretty expensive comparatively.


I’m just waiting for my CENN investment to go. It could be 2023 but it’ll pay off
 

Fat Boss

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If you think computer chips will continue to be put in more and more things, LRCX has a P/E Ratio of about 20 right now.

 

q6543

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What a sick buy day. The turn came right at 12.30
Nasdaq almost tripped a breaker at 5% then BAM...

I believe the low for 2022 is in today.
I love how bitcoin leads the whole market for risk on/off now.

Watch em close green and leave people scratching their heads like WTF lol.
 
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q6543

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Ded... Q's and SPY turn positive on a DOWN 5%/4% midday.

STRONG.ASS.BULL.MARKET.

generational buy opportunity.
 

Weather Man

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Core PCE rises 4.9%, highest since '83; Personal income up 0.3%, spending off 0.6%​

Jan. 28, 2022 8:30 AM ETBy: Gaurav Batavia, SA News Editor15 Comments

Small Shrinking Currency Dollar in Inflation on White Background

YinYang/E+ via Getty Images

  • December Personal Income and Outlays: Income +0.3% M/M vs. +0.5% consensus and +0.5% prior (revised). The increase in personal income in December primarily reflected an increase in compensation that was partly offset by a decrease in proprietors' income.
  • The Fed's favorite inflation gauge, the core PCE price index, hit the highest annual rate since 1983.
  • Consumer spending: -0.6% M/M vs. -0.5% consensus and +0.4% prior (revised).
  • PCE Price Index: +0.4% M/M vs. +0.4% consensus and +0.6% prior (unrevised).
  • On Y/Y basis, PCE Price Index +5.8% vs. +5.8% consensus and +5.7% in November (unrevised).
  • Core PCE Price Index: +0.5% M/M vs. +0.5% consensus and +0.5% prior (unrevised).
  • Rises +4.9% Y/Y vs. 4.8% consensus and +4.7% in November. (unrevised)



BofA calls for seven Fed rate hikes in 2022

TBT -3.54%Jan. 28, 2022 8:35 AM ET28 Comments
The fed funds rate will end the year at 1.75% to 2%, with the reduction of the balance sheet starting in May, according to BofA Securities.
"Following the continued hawkish pivot at the January FOMC meeting, we expect the Fed to start tightening at the March 2022 meeting, raising rates by 25bp at every remaining meeting this year for a total of seven hikes, and in every quarter of 2023 for a total of four hikes," BofA economists led by Ethan S. Harris write in a note today. "The terminal rate of 2.75-3.00% will be reached in December 2023."
"Many FOMC participants have expressed that they want to see Quantitative Tightening (QT) begin earlier than in the last cycle," Harris says. "Our rates team now expects QT to be announced in May and start that month."
The Fed has all but admitted it is behind the curve, but a 50-basis-point hike in March remains unlikely, he adds.
"Should we worry about an inverted yield curve? Historically the yield curve slope for example, the spread between the funds rate and 10-year Treasuries (NYSEARCA:TBT) (NASDAQ:TLT), has been the best standalone financial indicator of recession risk," Harris says. "However, the yield curve is heavily distorted by huge central bank balance sheets and US bond yields are being held down by remarkably low yields overseas."
"If Fed hikes lead to smaller-than-normal pressure on long-end yields that is good news for the economy, not bad news."
Will rate hikes be enough to tackle inflation? Not without a recession, one strategist says.
 

q6543

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Screenshot_20220128-125857_thinkorswim.jpg

Dollar index is slowly finishing a 20 year bearish cup and handle.

I'm Expecting all markets and real estate to run for decades as this completes. Those are monthly candles.
 

Weather Man

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View attachment 1735951
Dollar index is slowly finishing a 20 year bearish cup and handle.

I'm Expecting all markets and real estate to run for decades as this completes. Those are monthly candles.

Zoning regulations have been getting worse and worse everywhere, so with supply increasing weakly, hard to see housing getting cheaper.
 

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