SVTP stock pick thread.

Weather Man

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Say Goodbye To The Opening (And Closing) Bell​

Mar. 11, 2025 7:30 AM ET

Wall Street Breakfast

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Trading 24/5​

If you thought the recent volatility was hard to digest, get ready for round-the-clock trading. Markets have been dealt a blow by growth and recession fears, the unpredictability of trade policy, and risks to sector-wide investment and spending. Whether it's a good buying opportunity or another growl towards a bear market is still up for debate, but for traders, the environment they find themselves in is set to speed up even faster.

On the horizon: The Nasdaq (NDAQ) has applied for regulatory permission to offer 24-hour trading of equities, following the likes of Cboe Global Markets (CBOE) and the New York Stock Exchange (ICE). Brokers like Robinhood (HOOD) and Interactive Brokers (IBKR) already offer trading beyond traditional hours on alternative trading systems like Blue Ocean, but the next evolution is set to bring the feature mainstream. Note that there is still some time before kickoff, with the Nasdaq targeting the second half of 2026.

"While the promise of round-the-clock trading can further democratize markets, it also demands careful and deliberate planning," Nasdaq President Tal Cohen wrote on LinkedIn. "Liquidity, transparency and integrity remain the lifeblood of vibrant markets, and any structural change must uphold these principles."

Forces at play: Nasdaq (NDAQ) attributed its decision to the rise of retail participation, as well as the growth of U.S. stocks across international markets. It's a big deal as "total foreign holdings of U.S. equities reached $17T as of June 2024, a 97% increase since 2019." Settlement dates have also sped up in recent years, with the industry moving to T+1 in 2024. The next progression is likely to center around instant or same-day settlement, but those coming discussions will also have to ensure sufficient protection for market participants.
 

q6543

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Let’s be real

Weakest. Bounce. Ever.

It seems like it really needs to flush a lot lower now, I’m looking to see a SNAPBACK

Barely coughing up 1pct after 10% down 1 way isn’t it…

14/15% next maybe get to 20 even.
FED meeting next week, could be cause/trigger..

Powell needs to cut, and like a 50bp…
 

poisoned apple

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Let’s be real

Weakest. Bounce. Ever.

It seems like it really needs to flush a lot lower now, I’m looking to see a SNAPBACK

Barely coughing up 1pct after 10% down 1 way isn’t it…

14/15% next maybe get to 20 even.
FED meeting next week, could be cause/trigger..

Powell needs to cut, and like a 50bp…
Agreed, not a bounce back at all.
One of the financial guys i listen to is predicting a 30-35% drop in S&P over the next 4-6 months. then expecting a 2-3 year recovery.
It's hard to believe anyone's predictions really, but it does make my wonder.
he says powell will not give a rate cut and the market will drop rapidly on the 20th.
No one really knows, i doubt ill pull anything. Just ride it out
 

Deceptive

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You can’t convince me that the big investment firms are not using AI to algorithmically trade and help move stocks to their advantage.

No Brad, I do not trust a single politician or CEO of large companies. I sure as **** don’t trust investment firms.

Back to our regularly scheduled ****ing.


They say stress is the silent killer. But poisonous darts are pretty damn quiet.
 

Weather Man

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According to JPMorgan strategists, as reported by Bloomberg, credit markets are pricing in 9%-12% odds of a U.S. recession, while the S&P 500 is factoring in a 33% chance. To note, JPMorgan's chief economist Bruce Kasman sees a 40% chance of a recession this year.
 

poisoned apple

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According to JPMorgan strategists, as reported by Bloomberg, credit markets are pricing in 9%-12% odds of a U.S. recession, while the S&P 500 is factoring in a 33% chance. To note, JPMorgan's chief economist Bruce Kasman sees a 40% chance of a recession this year.
According to the same strategists, the worst of the drop is likely over. So who knows lol. When you look back at Biden's recession in 2022, the market dropped 20-25% before it started back upward. 2 year span for fully recovery
 

BlckBox04

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You can’t convince me that the big investment firms are not using AI to algorithmically trade and help move stocks to their advantage.

No Brad, I do not trust a single politician or CEO of large companies. I sure as **** don’t trust investment firms.

Back to our regularly scheduled ****ing.


They say stress is the silent killer. But poisonous darts are pretty damn quiet.
they definitely do. they're no fool to technology also.
 

q6543

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Sell program in full effect still…

These are big positions being unwound.
It’s becoming so fast and straight down I’m waiting to hear some hedge funds got blown up…

Still no chaos or disorderly selling
 

poisoned apple

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The market doesn’t like uncertainty, the tariffs are uncertain at this point. It’s not going to get better till the tariff thing gets settled
No way this is just from tariffs... politics, recession fears. Trump is shaking everything up and will be for a while. who know how long it will last. Trump himself said dont watch the market... he knows it'll be volatile and he's usually one who gauges his success off market performance...
 

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