Irrational exuberance or market starting to price in significant inflation? Energy stocks up huge and I was well positioned (after they had mostly traded sideways after the vaccine rally). It’s nice when an investment thesis plays out, but I’ve never had consecutive days like the last two I’ve had and these paper gains make me a little uneasy, even though I feel like we haven’t seen anything yet. Is cash trash? Will be interesting to see how the market reacts to election results in Georgia.
Announcement
Collapse
No announcement yet.
Stock Markets
Collapse
X
-
Originally posted by TwoHighways View PostIrrational exuberance or market starting to price in significant inflation? Energy stocks up huge and I was well positioned (after they had mostly traded sideways after the vaccine rally). It’s nice when an investment thesis plays out, but I’ve never had consecutive days like the last two I’ve had and these paper gains make me a little uneasy, even though I feel like we haven’t seen anything yet. Is cash trash? Will be interesting to see how the market reacts to election results in Georgia.
Comment
-
Several names I want to get into, but will involve me having to sell some positions in order to raise capital.
MSOS (US marijuana producers ETF)
PPOW (ammo stock)
SRAC (long term speculative merger play with space exploration company momentus)
SHMP (shrimp aquaculture, waiting for reverse stock split and potential listing on NASDAQ)
FCX (copper miner, already had a hell of a run though)Last edited by TwoHighways; 01-06-2021, 05:58 AM.
Comment
-
It has been interesting so far this morning......The big tech names I own are mostly down but everything else is up. Overall, Im up nicely so far today. Im guessing having the Libs run EVERTHING with their RINO coherts means plenty of federal dollars flowing into the economy. Are the Libs looking to take apart the big tech guys? Why would they be down?
Comment
-
EastXHunter, did you see this article yesterday?
http://finance.yahoo.com/news/qs-inv...144700945.html
Comment
-
Originally posted by rtp View PostIt has been interesting so far this morning......The big tech names I own are mostly down but everything else is up. Overall, Im up nicely so far today. Im guessing having the Libs run EVERTHING with their RINO coherts means plenty of federal dollars flowing into the economy. Are the Libs looking to take apart the big tech guys? Why would they be down?
Comment
-
Originally posted by Throwin Darts View PostBig tech is very capital dependent and bond yields are spiking (Libs mean more debt) which means higher capital costs
Comment
Comment