SVTP stock pick thread.

Weather Man

Persistance Is A Bitch
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Intel getting slaughtered. Might pick up a non-dividend payer if it gets cheap enough.
 

q6543

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Recession is here
Perhaps, I’m watching the 2/10 spread… the old saying “beware the steepening” we’re about to finally un-invert any day now… perhaps today.

I think it’s being priced in real time… and even if we’re in recession… we would’ve already been in it for months.

Edit VIX knocking on 30…. That’s not sustainable for long.
 
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Weather Man

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I am in no hurry to buy Intel.


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q6543

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Buying futures and crypto on this puke.
I still think it’s a false alarm.

It looks like the market is going to push the FED for an emergency rate cut before SEPT.

Be on the lookout for news drum beating panic to lay groundwork for 50bp emergency cut within a few weeks.
 

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