/biz/ - Business & Finance

>>49543848
Thanks just bought 100k

>Btc pumps after every halvening
This is completely normal, 2024-5 it'll pump past 100k, a million is decades off.

Blah blah blah

>>49543848
SLURRRRRRRRRRRRRRRRRP

>>49543848
Anything below 19k I sell my house, get a job and go all in. Below 10k I sell my kidney. Below 5 I sell my foreskin.

>>49543848
Thanks buying more ada

ahah
hahah
hahah
ahah

yes. the elites that manufactured this market to bleed retail are going to let it die. hilarious

Have 20K in stables to buy BTCUP at 20-25K

>>49543848
>QE will be declared a failure and never attempted ever again
No chance. As soon as shit starts to really break (cracks forming all over now) the Fed will restart QE and kill the dollar. Inflation will be left to Congress and the President, who will play the blame game, and point fingers at private industry, the rich, brown people over seas, anyone the public might be willing to accept as the scapegoat. This is already happening. Then comes price controls, and real shortages. "Capitalism has failed" type rhetoric, and so on. That doesn't mean BTC is the answer or will do well, but they aren't going to go:
>Welp, I guess we were wrong! Time to cut government spending and shrink the Fed balance sheet!

bump

>>49544232
This. There needs to be a dollar crash in order to push CBDCs. They will sell it as a stimulus.

>>49543848
It's been over at least three times since I've started keeping track of buttcoins

>>49543848
> You absolute idiots. $69k wasn’t just the 2022 top, it was THE top of the bubble.

This is the truth, all the cycles was actually just one macro bull cycle. A 10 year bull, now we are in for a 10 year macro bear cycle

My fucking nintendo nes system is appreciating in value. You think my funny money will be worthless is funny

>>49543848
Faggots I remember were screaming this exact shit in 2017

>>49546212
>my Nintendo Nintendo entertainment system

>>49543848
Heard the same shit in 2018 word for word except about 20k

>>49543848
eat a dick fear ridden faggot

>>49543848
Still not selling.

>tied to energy prices
>this is the bottom
wew

>>49543848
sell me your bags, wagie

>>49543848
> this time it's different fr fr
how to recognize a retarded summerfag

>>49543848
If you're right, I win because I have solid job security and will win during the depression. If you're wrong, I win because I'm all in on btc. Quit whining sweaty.

>>49544232
This letting interest rates go above negative means us defaults and collapse of eu, will never happen.

>>49543877
>bait
>sad boomer cope
which one?

>>49543848
Only a true chad knows this. I'm stacking up my bags with ORE, RFOX, and KCS. They are going to melt faces when the bull kicks in.

>>49547043
jesus christ what is webm in?18k? i feel like she's right in my bedroom with me! if this is what the metaverse is going to look like i'm all in

>>49543877
when bread costs $1000

>>49547043
>t. coping faggot who didn‘t sell
keep hodling, this time it‘s not different, lambo very soon ser!!

>>49543848
nice LARP

>>49544232
general agreement, though I suspect they are going to attempt a hard pivot in October from 100% deathgasm choke-out-inflation rate hikes to hyperaccomodation overnight, in an attempt to go into midterms with a) recent stats showing inflation getting defeated and b) a giga market rally underway. This way Biden and dems get to very briefly have their cake and eat it too and leverage it to win another 2 years of majority in both houses, right before hyperinflation kicks in. They'll use it as an excuse to pass (now filibuster-proof) cbdc and ubi legislation, ushering in the glorious new era of surveillance finance and programmable goybucks.

Basically, sit in cash until October, then go all-in crypto and equities, then at some point during the ensuing crackup boom (will be hard to pinpoint) pivot hard to metal, guns, ammo and land in rural montana.

>>49543848
hey anon...i hate to break this to you...but this is a really gay post. lol. like why even make this?

>>49547213
>land in rural montana
If you cant afford it now you never will.

>>49547213
they don't really need to do anything if they're the ones counting the ballots

>>49543848

Go back to work faggot, nobody cares about your worthless numbers, its even more "air" than fiat. Get fucked.

>>49543877
Uh no. You don't know what a halving is if you think it matters anymore. Nearly all the btc has been mined already so it's a nothing burger at this point

>>49546212
>My fucking Nintendo Nintendo entertainment system system

>teh hecking bubble!!
>NOOO THE WORLD'S ECONOMY ISN'T SHIT AND EUROPE ISN'T ABOUT TO STARVE TO DEATH, BITCOIN IS JUST UM LIKE BAD AND UM THE WORLD IS NORMAL IT'S JUST BITCOIN IS BAD AND THAT'S WHY IT DROPPED
>NOOO WHAT DO YOU MEAN PETROL IS $20 A GALLON SHUT UUUUUP IT'S BITCOIN THAT'S HAVING PROBLEMS AND NOTHING ELSEEE

>>49543848
>crypto is really dead this time anon I swear!

>>49544232
>>49545946
I agree, dollar will crash, asset prices will moon, crypto will moon, anything that's not the dollar will do well.

>>49543940
The return to mean is 12k, so start selling.

>>49547262
>t. gayposter
you would know, keep accumulating mouthbreatherfag

We know this, mk ultra was pioneered in Montreal in the late 1960s. Fast forward to 2020. I wake up one day and me and millions of other anons with no experience with PMs start buying silver and gold like no tommorrow. Why?

>>49547183
Well then I'd still rather be holding 1 BTC (100 loaves of bread) as opposed to 27k USD (27 loaves of bread).

>>49543848
sometimes I wonder if there is a discord of bitchy anons with broken families who routinely make defeatist threads. the same shit was said after 2017, and probably before that too. If you dont think crypto is going pick of the slack for the world financial apparatus you're stupid. But I know you're just a whiny bitch with a domineering mom so you come to 4chan to unload your bitchy little dick energy. Hope you feel better now, bud.

>>49543848
dont care
not selling
keep trying maybe someone is going to fall for the OMG ITS GOING TO ZERO FOR REAL THIS TIME fud

>>49543848
>1 post by this.
pussy.

get this: you have to go back

>>49543848
Every halving people talk like this then act like it will never happen again untill the next halving. Acumilate during the lows or YWNMI its as simple as that

>>49548004
This is what my thought process ahs been too.
Gold is already in a multi year cup and handle formation, crypto will probably run (but I still think it'll be a year or 2 before it starts up again) and assets will likely sky rocket as well. Cash will turn to dust or become severely devalued. Interest rates will only be hiked for so long before they say "ya know what, we're running these bitches negative" Europe has already dabbled with negative rates (banks charging you money to hold onto your cash) and Trump had even floated the idea, and remember these faggots love hinting ahead of time the things they're going to do. What's better than banks charging you money to hold onto your cash? (it's for the greater good of the economy, too many people are saving we need to spur people into spending)
Deflation happens before hyper inflation, the question is what companies are you faggots looking at to go long on. I'm really liking Micron at these levels $MU but I wan't to be more diversified than that.
Micro is trading at 5 times forward earnings, is expecting 30% annualized growth for atleast 5 years, very low debt, net debt leverage ratio, equity to debt ratio, etc... It has a gap to around $58 that it's starting to fill and the 52 week moving average is around there too. I'm thinking when Micron hits $58 I'm going to go add like a fucking mother fucker. But what else should I fucking add? And don't tell me any bullshit 1000x sales companies, anything with declining earnings, or any dogshit.

>>49548681
meant to be
>"it's for the greater good of the economy, too many people are saving we need to spur people into spending"

>>49548681
>>49548693
Someone give me the bear case for this shit
At 30% growth over 5 years that comes out to 270% increase in earnings which is nearly 4x
At that point P/E would be at around 1.25 and a high growth tech company with great balance sheet should be at least 20x earnings by the time we resume a bull market which means about 16x return from current prices (even more if it pulls back to fill the gap at $58 first). By that point Micron is either $1000 or they do a stock split on it. So a fairly safe 15-16x over 5 years.

>>49548792
Obviously the smarter play is to buy the underlying equity, options would be far too risky since we could go sideways for several years first or a bear market / recession could pull us back even further, but I've been eyeing Micron for a while now and my balls are getting so tingly. Buying up 200 shares of so for like $12k and turn it into $180k+ while also writing call options (covered calls) against your position the whole time and eventually end up being up $150k or so seems pretty juicy, and it's an actual practical investment too. Great fundamentals, in a high demand sector thats obviously going to have growth in the coming decades (cars need chips, electronics, computers, smart phones, tablets, etc).

>>49548857
>>49548792
>>49548693
>>49548681
And it's nearly 4am, I'm not fucking proofreading so fuck off.

>>49548877
MU is probably a good company, however I don't know if the thesis holds simply because they're a consumer of commodities to produce.
Simply, if money is printed, and since you don't produce globally more when that happens, it's more likely to end up in commodities. Not that the price of the company will go down, but I don't think it will increase a lot if the input costs for making semiconductors. Given that shortages are projected in addition to the stimulus, I don't see how the metals and other inputs won't increase before the other companies. Then, there's consumer demand which may decrease, and debt cost increases which, even if the company is able to grow much better than competitors, it has headwinds compared to other investments. It's simply not an environment for growth companies. I would invest only if they have somer super unfair advantage, but I wouldn't invest even if they were the best investment because everything is against it

>>49549027
They made huge $ even when steel prices and other inputs had already skyrocketed (and recently they're all pulling back), they'll just continue to pass on the cost to consumers. I'm not worried about the debt aspect since they're already borderline debt free and have huge cash flow and have tons of cash on hand as it is to build up production and other expansion related stuff. My thesis is centered around the idea that rates will eventually be cut and possibly will go negative, they've already hinted months back about "mid recession cycle rate cuts for 2023" or some bullshit. The government will never be able to service the debt this country has with hiked rates, I think the current rate hikes are a gimmick and for show more than anything else. Consumer demand for chips is only going to go up. Almost every new car on the planet uses them and many car manufacturers were shipping unfinished cars without chips since their was so much pent up demand for them. The push for EV's is just going to raise it further with old combustible engine vehicles being phased out. Drones, EV's, VR goggles, Air Planes, Cell Phones, Computers, Tablets, fucking everything needs chips and the moat for chip makers is astronomically high. If they were trading at 15 P/E or something like that I wouldn't be as interested, but with projected 30% annual growth for atleast 5 years out and considering its 5x forward multiple, 0.27 PEG ratio, nearly 0 debt and everything else going for it I'm still feeling pretty convinced on my narrative. I do appreciate the bear perspective though fren.

>>49549191
If the fed reverses course it can work out pretty well, hard to tell what's gonna happen.

It would actually be good to have debt now. It may be harder to leverage in the future for the company.

All things considered I actually think it's a decent investment now that I look at it, I just think there's better but I may actually add some to my portfolio if it drops and especially if fed reversion is likely

>>49549027
There dividends are also pretty much non existent so they're not bleeding cash from distributions. I'm thinking it'll continue to bleed off until it at minimum fills the gap back down to around $58, then maybe goes a little bit lower, consolidates, and then starts moving up in the coming years. This isn't a buy on Monday sell on Friday play, this is a 5-10 year play but I think it offers a very good safe haven with huge upside potential, I'm just waiting for the most optimal entry which maybe comes next week, maybe it comes in the Fall or Winter after they hike rates a few more times. I figure writing deep otm covered calls will help generate a solid premium and will eventually get my cost basis down nice and low too.
But I am curious what plays do you and other frens here think will be good in this environment and in the coming years? I want a good basket of stuff that is posed to make huge returns, with good fundamentals, good growth prospects.

>>49543940
can I buy your foreskin now

>>49543848
QE is coming back by 2024 at the absolute latest though, the fed will capitulate and since BTC simply tracks the NASDAQ now it's guaranteed to go back up.

>>49549272
Yeah it's largely based on a reversal of their policies and let's face it, the fed is retarded. They'll hint at rate hikes until the market pulls back to the 200 weekly and coughs up all the gains since the start off covid, then they'll go "uhh ya know what, I think we made a mistake tee hee, we should probably cut rates again" of course their crony buddies will have loaded up once again and the cycle will start over again; maybe they flush it a little lower than that first but my target on SPY has been around 320 for a while now. (Was called insane when SPY was at 480 and I said it'd likely fill the gap to 400 first, then potentially pull back to pre covid highs and near the 200 weekly ma) Already down 90 points on the SPY, what's another 70 at this point?
What do you consider a better investment, I've been eyeing up a bunch of shit but I can poke holes in so many investment thesis's that I'm still unsure of what else to load up.
META and GOOG seem like the valuations are getting better, but advertisements are one of the first things slashed during a recession and they both heavily rely on those. I like META cause it has potential with their VR/Metaverse shit, but what are the chances that they strike fire twice? Google is always nice since they own Youtube as well, but if we go into a recession first I think I'll be able to buy it for much cheaper, though they do have the stock split coming up. (didn't do much for Amazon in this environment though)
I like some of the bank stocks, but more consumers are going with credit unions and alternative options in recent years, merger and acquisitions will take a dump, if rates go too high fewer people will borrow or get mortgages. I liked some of the fertilizer stocks but once the Ukraine/Russia war ends those will likely dump, although theres a few with great fundamentals and technicals that have me very interested if the war goes on or heats up further. So what stocks do you like?

>>49549420
Oil stocks seem alright, but oil has already gone to the fucking moon and is nearing prior resistance levels. Plus Jim Cramer is recommending it now and he's the ultimate contrarian indicator. Combustible engines being phased out in Europe by 2035, EV's being shilled harder than ever, at these levels there's no way I could ever justify going long oil. I did buy a bunch of oil stocks when oil futures went negative during the start of rona but I've long since exited those. One trade idea I've been eyeing is shorting some of the oil fracking names that have over extended as soon as the war in Russia ends and or towards the end of Summer as consumer demand drops off again. Most frackers have break evens around $60 per barrel versus the typical oil names with breakevens around $25-40 so I figure going for the most over extended dog shit fracking names would be a solid trade. If the war ends near the end of summer, that would make the trade idea even more interesting, especially if you also get a Republican sweep in the mid terms since they all love to suck off oil company CEO's so much. If you get all 3 then you get a nice oil short trifecta.

>>49549420
Thoughts on MSFT? I'm thinking of going in on the tech blue chips and just pray putin dies causing a melt up.

>>49543848
>The whole time going to 69k
ITS GONNA CRASH ANY DAY NOW ITS NOT DIFFERENT THIS TIME
>The whole time its going down
I TOLD YOU ITS DIFFERENT THIS TIME ANON ITS GOING TO 0 IGNORE THE FACT THAT GOING TO COMPLETE DIGITAL CURRENCY HAS BEEN HAPPENING THIS WHOLE TIME STOP ITS DONE $0 ON EVERY COIN

>>49543848
just like in 2018 retards keep crying about red line going down, and then roping because line goes back up few years later and they have no bags to sell

>>49547439
this is a true blackpill

>>49543848
>QE will be declared a failure and never attempted ever again
Hahahahahahahaha good one

>>49549627
MSFT is too expensive still and the technicals look kind of shit. I'd be patient if you absolutely need to own some.
(I am in a sleep deprivation coma so take it all with a grain of salt)

>>49548681
This post is antisemitic and you need to stop

>>49549745

>>49547166
Holy shit did you even read the OP you fucking pajeet. You are shit at your job.