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2023-11: Warosu is now out of extended maintenance.

/biz/ - Business & Finance


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>> No.56400175
File: 63 KB, 680x523, 1694534999705240.jpg [View same] [iqdb] [saucenao] [google]
56400175

first for OIL and GOLD

>> No.56400179

2nd for (ideally) making money

>> No.56400182
File: 79 KB, 736x736, 1691183593288631.jpg [View same] [iqdb] [saucenao] [google]
56400182

Chick fil uh send me a free sandwich but I never went to get it and now it expires.

>> No.56400187
File: 1.74 MB, 268x610, 1559986948384.webm [View same] [iqdb] [saucenao] [google]
56400187

running out of futures webms
post 'em

>> No.56400188

Jesas, the market is just constantly fucking bleeding out now with no end in sight.

>> No.56400190

You didn't take the bait but sounds like they'll get you next time.

>> No.56400192
File: 13 KB, 474x517, Le Roux.jpg [View same] [iqdb] [saucenao] [google]
56400192

Invest in software, pharmaceuticals, and crime

>> No.56400200
File: 94 KB, 1024x1024, 1696825197202.jpg [View same] [iqdb] [saucenao] [google]
56400200

Futures

>> No.56400214
File: 109 KB, 757x786, OK but how does this affect my EIS.png [View same] [iqdb] [saucenao] [google]
56400214

Looks like no WW3, but a continued protracted siege. We're gonna need more $100b spending bills.

>> No.56400219
File: 2.64 MB, 498x286, 1696623611673882.gif [View same] [iqdb] [saucenao] [google]
56400219

>Federal Reserve Chairman Jerome Powell speaks Thursday - to tilt hawkish

>JP Morgan warns that if the Fed cuts rates it'll be for the wrong reasons, stocks to fall

ALL NEWS ARE BAD NEWS.

>> No.56400226

*is

>> No.56400229
File: 172 KB, 482x382, 1635898523272.png [View same] [iqdb] [saucenao] [google]
56400229

Should I just go all in on puts now?
fuck...

>> No.56400236

What a great time of day to assign calls. I was starting to feel bad for whoever bought em. Was about to buy em back.

>> No.56400252

it really grinds my gears when i see hot women with guys less attractive than me

>> No.56400257

>>56400252
You're biased

>> No.56400263

>>56400257
thankyou its based of you to notice

>> No.56400279
File: 173 KB, 1377x1110, Cheap Chink market.png [View same] [iqdb] [saucenao] [google]
56400279

Who was it talking about the "value" of BABA and JD?

>> No.56400287
File: 625 KB, 498x498, 1648677373443.gif [View same] [iqdb] [saucenao] [google]
56400287

BUY BONDS
WAR BONDS

>> No.56400293
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56400293

>>56400187

>> No.56400294

>>56400287
I'm not touching a single bond until the Fed stops QT, Jerome holds a joint presser with Yellen, and we get some *real* kino war footage. Tanks blowing up, A-10's strafing mud huts, rioting Muslims burning down NYU. That kind of shit.

>> No.56400298

WAR
HUH
WHAT IS IT GOOD FOR?

>> No.56400302
File: 713 KB, 1080x2020, file.jpg [View same] [iqdb] [saucenao] [google]
56400302

>futures

>> No.56400305

>>56400287
Lots of anons in /smg/ are trying to catch that falling bond knife

>> No.56400308
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56400308

>>56400182
not very homo economicus of you

>> No.56400309
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56400309

>>56400187
Can YOU smell what the market's cooking?

>> No.56400314

>>56400305
well if no one catches it everything's fucked
everything's fucked already but I mean really fucked. it's not a bad bet because most everything else goes with it.

>> No.56400315
File: 74 KB, 1000x600, OP WEAPON.jpg [View same] [iqdb] [saucenao] [google]
56400315

>>56400298
ABSOLUTELY NOTHING UH

>> No.56400323

I FUCKN HATE THIS MARKET, INSTEAD OF SHORTING HARDER I'M SHORTING LESS BECAUSE I EXPECT A PUMP THAT ISN'T COMING. CPI IS LOWER IN EU AND WE STILL DUMP, PREVIOUSLY WE PUMPED ON LOWER CPI READINGS, WE ALSO PUMPED ON HIGHER ONES. IT IS ALL SENTIMENT; DATA IS IRRELEVANT

>> No.56400324
File: 32 KB, 305x502, 809ecc0c8fb5b1bc8.jpg [View same] [iqdb] [saucenao] [google]
56400324

>>56400314
I think we can handle another 1-2%

>> No.56400335

>>56400323
Lower inflation => lower Euro bond yields => capital flight to Yellen's magical 5% 10 year bonds

>> No.56400339
File: 477 KB, 778x778, it's over.jpg [View same] [iqdb] [saucenao] [google]
56400339

>Futures

>> No.56400340
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56400340

>>56400187
>futures

>> No.56400353

>>56400315
...is that fucking Desert Combat?

>> No.56400354
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56400354

>> No.56400357

>>56400335
HAHAHA, but euro yields increased yesterday too, HAHA (which is why I sold my bonds a few days ago so that I can rebuy cheaper)

>> No.56400361

>>56400315
>>56400353
No wait... that's Battlefield Vietnam?
God I haven't played or even thought about that game in like 2 decades

>> No.56400363

>>56400357
Well shit, I dunno man. But thanks for the reminder that I need to load up on EPV again.

>> No.56400369
File: 42 KB, 700x567, 1697689840711.jpg [View same] [iqdb] [saucenao] [google]
56400369

Oil

>> No.56400370

>>56400361
Yes, I posted that pic because of the song. And the fuckin M60 was completely broken.

>>56400363
EPV?

>> No.56400372
File: 2.91 MB, 1278x1080, when_bear_market_hits.webm [View same] [iqdb] [saucenao] [google]
56400372

>>56400187
>futures

>> No.56400377

>>56400370
A -2x ETF for Euro stocks lol https://www.proshares.com/our-etfs/leveraged-and-inverse/epv

>> No.56400379
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56400379

>>56400357
ur ID says ur gay

>> No.56400389
File: 114 KB, 250x418, Hmm.png [View same] [iqdb] [saucenao] [google]
56400389

>>56400379
>My id has Levr
>Shilling a leveraged ETF

>> No.56400397
File: 51 KB, 700x831, 1627151481090.jpg [View same] [iqdb] [saucenao] [google]
56400397

I bought a small company I think I like today. Rail

>> No.56400411

>>56400377
>56400377
Yo wait, watch out. That is a diversified one with Nestle at top 1. This is pretty much like the STOXX Europe 50 but broader. The STOXX Europe 50 (Nestle+Novo at the top) beat the Euro Stoxx 50 (ASML+LMVH at the top). Just saying. Maybe there also is more room to the downside, since it outperformed, but maybe it is also more stable. ASML and LMVH already got heemed the last days, ASML even yesterday.

>> No.56400413
File: 51 KB, 1024x576, 419387bc1bb9da9c824acac2194519d6.jpg [View same] [iqdb] [saucenao] [google]
56400413

One of you guys said the market was like a ball bouncing down the stairs 9 months ago. I should have listened. Thanks anons for trying to help.

>> No.56400416
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56400416

>>56400252
Im getting supreme gentleman feels from you
Whats everyone think about defense stocks im thinking RTX and GD

>> No.56400421

I think I've figured out the secret. Just gamble with the most leverage possible and you're guaranteed to become rich

>> No.56400426

>>56400379
It say Q is gay.

>>56400389
Your ID has BGT
>LBGT

>>56400379
And you're a mewing fag on XTC

>> No.56400428

>>56400372
Did she died?

>> No.56400431

>>56400428
hopefully

>> No.56400439
File: 2.14 MB, 1170x1464, 1696959703581560.png [View same] [iqdb] [saucenao] [google]
56400439

>Wells Fargo and Bank of America closed 36 banks in the last week

UUUHHHMMM BROS?

>> No.56400441

i have a bet we've seen the lows for MY stocks

>> No.56400456

>>56400214
why the hell are they attacking the west bank?

>> No.56400463

>>56400456
Because they're a lot of innocent civilians there and Israel wants to vent their frustrations on the goyim.

>> No.56400467
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56400467

>>56400439
HOLY FUCK IT'S STARTING

>> No.56400476
File: 312 KB, 1280x720, image_2023-10-19_005335942.png [View same] [iqdb] [saucenao] [google]
56400476

>>56400467
https://www.youtube.com/watch?v=DB79HuYbemw

>> No.56400477

>>56400456
>56400456
Because their only real objective is land grab

>> No.56400487
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56400487

Which stocks are you waiting to buy if they get cheap enough? I'd buy semiconductor stocks like CDNS and MPWR.

>> No.56400489

>>56400456
Bibi knows his time is up once the excitement ends. He'll probably wind up destroying israel from within and without.

>> No.56400493

>>56400489
Its now socially acceptable to rip on Jews in private conversation because Israel just had to bomb a hospital for no fucking reason.
Short ZIM

>> No.56400499

>>56400487
Berkshire fan. Dca just doesn't show growth like a good dip.

>> No.56400502

>>56400493
>for no fucking reason.
There were a ton of civilians in that hospital! Can't make a genocide omelet with cracking a few (hundred) thousand goy skulls

>> No.56400507

It's like Germany but somehow reverse

>> No.56400512
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56400512

>>56400187
>Futures

>> No.56400514

>>56400493
It is and should be as Israel should be held accountable as any other state IF not even more as they were allegedly the victims of genocide etc. Now they are on the verge of doing the same thing.
Also >Lebensraum im Osten (Westbank)

>> No.56400532

>>56400487
Base metal giants like BHP. Also been eyeing NTR for a long time.

>> No.56400544
File: 307 KB, 417x546, 1667410848940588.png [View same] [iqdb] [saucenao] [google]
56400544

>>56400309

>> No.56400545

>>56400514
Or they were victims. I'm not trying to dispute it, it's not my problem. But in either case, they claim it to have happened and in both cases it should influence how they act.

I especially love how the media is framing those bombings on Gaza as a collective punishment. As if this was a school class that gets punished as a collective because one student did something wrong. They really fuckin do this.

>GENEVA, Oct 12 (Reuters) - A group of independent United Nations experts on Thursday condemned violence against civilians in Israel and deplored the "collective punishment" of reprisal strikes against Gaza.

https://www.reuters.com/world/un-experts-say-israels-strikes-gaza-amount-collective-punishment-2023-10-12/

>> No.56400549
File: 54 KB, 851x657, 1697654643950106.jpg [View same] [iqdb] [saucenao] [google]
56400549

>10 year US treasury yield
>4.972%

>> No.56400551

>>56400545
It's more akin to how abusive guards treat prisoners. Because Palestine is a prison

>> No.56400555

>>56400549
I feel like this apu needs a background image

>> No.56400563
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56400563

If it's China we sanction. If it's Israel we pay them??

>> No.56400564

>>56400499
Same. Imagine buying it cheaply, collecting its zero dividends and holding it for many years so you'd compound without taxes.
>>56400532
Yeah, if you can cheaply get stuff required for human civilization, that sounds good.

>> No.56400566

>>56400563
Fund

>> No.56400571

>Netflix, $NFLX, to increase the price for its premium service by 15% to $22.99 per month

jesus christ man, I'm sick of these price hikes. Next you're gonna tell me fucking Twitch will increase the price of subs and ad-free by 150% in the next few months...

>> No.56400575

>>56400563
1 Israeli life is worth 30 Americans, chud.

>> No.56400580

>>56400545
Literally is what Israel always does. How is it controversial to say what Israel says it does itself? TKD

>> No.56400584

>>56400571
stop being a faggot and just pirate

>> No.56400585
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56400585

>>56400575
>>56400580
>honk

>> No.56400588

>>56400571
23 bucks is nothing.

>> No.56400590

>>56400564
I've had luck just holding it. And occasionally Microsoft. I think it's mostly because you know it could go down and sometimes need to take profits.

>> No.56400595

>>56400584
its not just streaming shit, everything is getting too expensive.

Even random crap like taco seasoning, used to get a bottle for 40 cents in 2019. Now its over $1.20. Don't get me started on steaks and chicken.

>> No.56400599

Does anyone else have this terrible pent up nervous energy before everything collapses?

>> No.56400615

>>56400599
Nope. Gotta bet on yourself brother. I'm doing what I can for myself and I'm lucky to be able to do it.

>> No.56400618

>>56400588
Hey man can I have 23 bucks?

>> No.56400622
File: 1.09 MB, 2958x1518, FED_liquidity.png [View same] [iqdb] [saucenao] [google]
56400622

US YIELDS RIPPING holy crap we are about to reach 5%. Well, I ain't buying unless we get to 5,5% or higher. I honestly don't think that this will heem stocks that much (max 5% downside) but that's just me. The FED will keep injecting liquidity so who cares?

A bit of a conundrum in the EU. Earnings season has begun and so far I am seeing incredible absolutely BRUTAL gains in terms of profit. FUckin price gouging seeing as PPI has fallen off a cliff while consumer inflation is high as ever. Hate these companies but whatever. Regional banks have brutally crushed all expectations (which is to be expected since this is the EU). At the same time, a lot of the companies have flagged for a slower growth from now on... which of course makes sense seeing as we are reaching a stagnating inflation and the lagging effects of the rates are starting to have an effect on the consumer (though not really all that much and companies have small-rate debt maturing in a long time so they don't give a shit).
That is why for example Volvo, despite brutally crushing expectations, only pumped 1%.
At the same time, the P/E has never been lower and just keeps dropping for EU large caps. I honestly think a lot of these companies are a buy (regional banks giving me good gains and huge divvies for example) seeing how undervalued they are.
Some large caps are approaching their 4 year MA200 which is quite undervalued.
Except for fuckin Novo Nordisk which just keeps rallying. Fuckin hate that company but I do have an interview at them tomorrow so...
Thanks for reading my blog

>> No.56400628
File: 117 KB, 989x874, 1697639988156960.jpg [View same] [iqdb] [saucenao] [google]
56400628

>>56400622
does this mean we get a crash or no

>> No.56400633
File: 19 KB, 354x275, 3E86103C-7A4C-4DE6-AAD9-DC4A3D21D88D.jpg [View same] [iqdb] [saucenao] [google]
56400633

This all happened because of a cold

>> No.56400635

>>56400633
>This all happened because of a cold
What did he mean by this?

>> No.56400642

>>56400635
Bidens wife died

>> No.56400643

>>56400622
30Y already above 5% and going up. Hope y'all loaded up on them TLT puts

>> No.56400644

>>56400622
Fed's stealth yield curve control kicks in at exactly 5% on the 10Y, we already saw it happen once and it will happen again. Bobos will continue to lose as the S&P 500 climbs to ATH before EOY.

>> No.56400648

>>56400644
delusional mumoid cope

>> No.56400653

>>56400644
What if I told you that this is already with yield curve control? US bonds are worthless junk and nobody wants them anymore.

>> No.56400655

>>56400159
this is my favorite place on the Internet just gotta let u guys know rn ,

>> No.56400659

>>56400644
Seems most likely. Every dip seems to catch the fomo crowd. If they buy, their happy to hold when it's worth 10cents more.

>> No.56400682

Why do yields matter when fiscal spending going on without a care in the world

>> No.56400684

>>56400655
Last bastion of freedom for us millennials

>> No.56400694

>>56400682
Yields are fucked *because* they're spending without a care in the world.

>> No.56400709

>>56400694
I thought about it yesterday... If yields climb, countries with high debt get more indebted. The more in debt they are they get downgraded. When they get downgraded their yields rise.... When their yields rise their debt grows... when their debt grows, you know how it goes.

Great cycle

>> No.56400710

>>56400694
Yids are fucked

>> No.56400736

>>56400710
Oh wtf, they grew in the night (EU)

>> No.56400747

>NOKIA TO CUT UP TO 14,000 JOBS TO REDUCE COSTS.
Uh tech sissies...

>> No.56400753

>>56400747
>Tech sissies
C'mon I'm also against tech, but Nokia is something else lol

>> No.56400757

I vote we pay Israel trillions.

>> No.56400766
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56400766

>>56400757
You mean 6 trillion right goy...........

>> No.56400767

>TSMC Q3 profit falls 24.9%, beats market forecasts http://reut.rs/408GzZG

Essentially how earnings worked this whole year

>> No.56400768
File: 90 KB, 400x300, 1584484957-ezgif-3-f29d126539ac.png [View same] [iqdb] [saucenao] [google]
56400768

>colleteral calls

>> No.56400769

We back Israel, they rape and pillage. The world sees. They lose all support. Saudi Arabia takes full control.

>> No.56400773

>>56400622
I hope the TMF lad knows about risk management and position sizing

>> No.56400775

>>56400747
I'm waiting for Twitch to do more layoffs again. I heard that company is a sinking ship and Amazon doesn't seem to give 2 fucks about it at all lol

>> No.56400784

>>56400769
>They lose all support
I will never stop supporting our greatest ally.

>> No.56400799

>>56400767
>Square profile picture
>Bloomberg
>@business
>TSMC posts better-than-expected net income in the third quarter after demand for artificial intelligence chips remained strong

>> No.56400803
File: 228 KB, 628x360, file.png [View same] [iqdb] [saucenao] [google]
56400803

>>56400747
>Nokia

>> No.56400811

>>56400784
Supporters are rounded up and put in work camps for reeducation.

>> No.56400816

>>56400633
Insane, right? Trump actually had pretty ok rates before Covid but then POW instantly pumped insane amounts of liquidity into the markets and thus have set about to initiate the biggest pump in the last 15 years. I am so jelly of all those that got to buy the Covid dip.
>>56400644
The yields are a bit scary but that doesn't really deter the big money in my opinion. Tech is just too lucrative and still has a lot of room for growth. Most debt these big caps have is at low rates and is set to mature in a very long time so they don't really care all that much. The ZIRP policy of Covid has allowed them to amass so much free money that they don't have to care.
I honestly think we're gonna hover near ATH for the big caps (and consequently the S&P since the magnificent seven is carrying the index like crazy) and start moving a bit higher towards the year's end as we get a Santa rally

>> No.56400831
File: 1.47 MB, 1842x1896, FED_liquidity_NEW.png [View same] [iqdb] [saucenao] [google]
56400831

>>56400767
Heh, check out Samsung and AMD if you wanna see some rage-inducing earnings. Dog shit but still pumping. Not even a dump, nothing. My friend's kiosk selling offal meat produces a better net result than AMD. I would really love to see just how these "experts" arrive at their conclusions and expectations.
FFS though, can copper stop being a little bitch. China statistics better than expected yet copper keeps going down. I thought copper at this low price is not even profitable. Oh well, gonna bide my time I guess

>> No.56400832

I might have to remove Gary from my podcast rotation temporarily because I can't stand any more of his jewish kvetching, kike bloodlust and boomer "I've seen the evidence [on TV]" mindset.

>> No.56400837

>>56400655
pray sister

>> No.56400839
File: 230 KB, 1024x1024, 1696405186437304.jpg [View same] [iqdb] [saucenao] [google]
56400839

>30Y treasury bonds at 5.041%

Bros...is it over unironically?

>> No.56400847

>>56400831
what exactly is "FED liquidity"?

>> No.56400849
File: 219 KB, 1024x1024, 1696567873516956.jpg [View same] [iqdb] [saucenao] [google]
56400849

>>56400839
>10 year almost at 5%

its over

>> No.56400855

If something was wrong then the fed would tell us.

>> No.56400857

You're not calculating the cpi. Leave it to the professionals.

>> No.56400859
File: 50 KB, 750x741, 1696553788341743.jpg [View same] [iqdb] [saucenao] [google]
56400859

DIS

>> No.56400870

>>56400599
Absolutely and I thought I bought into the bottom. Looks like a new bag holder has been born, already down 7% on the monthly

>> No.56400874
File: 1.19 MB, 968x998, 1683140911796388.png [View same] [iqdb] [saucenao] [google]
56400874

>>56400847
Some anons yesterday had a nice discussion about this matter. You are gonna have to wait for them to appear (US opening, I guess they are sleeping right now).
I am not completely sure how this works but it seems the FED has been buying up the bonds to prevent them from skyrocketing but it doesn't seem to work nearly as well as they had hoped

>> No.56400882

Uranium about to go to zero. Plutonium is better.

>> No.56400889
File: 160 KB, 1024x1024, UUUU.jpg [View same] [iqdb] [saucenao] [google]
56400889

>>56400882
Impossible

>> No.56400891
File: 173 KB, 1920x1080, 1670748719115408.jpg [View same] [iqdb] [saucenao] [google]
56400891

UNSCHEDULED GATE ACTIVATION, I mean BOND OPERATION

so if the boj is doing it, the fed is doing it too right?

>> No.56400897

>>56400767
and npciggers think that fake clown world NFLX adding subscribers is bullish, short it before news comes out no new content is ever coming out from these services.

>>56400816
Tech is done, cheap debt is gone forever, the greenfields of growth are gone. Energy will just get more expensive from here on out. You've been warned.

>>56400831
Nice catch, lets see how this unfolds, could be a mar redux

Thats it lads, game over, jigs up, we crab forever from here on out, small higher highs met with huge drawdowns as the world de-globalizes, sovereign debt crises left and right, and every real thing from energy to materials to wages get more expensive. Sure we'll have inflation, but whats inflation if the things you NEED take up an increasing portion of your budget? You can inflate at 20% per year and energy gross would go from 5% to 10% and it won't mean shit.

All the worthless widgets of our lives won't be worth it if we can only afford 1600 calories instead of 3000 calories.

>> No.56400902

Yields...

>> No.56400906
File: 205 KB, 1397x797, US Treasury Yield Curve 10-18-23.png [View same] [iqdb] [saucenao] [google]
56400906

>>56400902
opps....

>> No.56400915
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56400915

>>56400175

WGMI

>> No.56400922

>>56400767
>>56400897
Then why is Tsmc now mooning? Face it we are in a new AI tech paradigm and it's different this time

>> No.56400932

>>56400549

I need a QRD. What’s going on in the bond market

>> No.56400945
File: 322 KB, 707x1000, 1685103931818620.png [View same] [iqdb] [saucenao] [google]
56400945

>>56400897
Frankly, I actually think we're gonna be hitting new highs soon because why the hell not. The markets can remain irrational longer than you can stay solvent, right? The markets (mostly the magnificent seven) are the best way to hedge against all the dangers like inflation, high rates and so on. They can always cut people. They can do many things to keep improving earnings. NVDA cannot keep up with the demand. Amazon and META have both exploded in terms of revenue this year. Will it continue? Who knows? Will the market care? I don't think so. The big seven will keep propping up the markets.
>>56400922
TSMC is a position of absolute authority. It's like Denmark has Novo. The entire index is being carried by one stock and the big money knows it so all the money is being concentrated into it. As long as things don't get too shit, the stock will keep doing well. At least that's my take on it

>> No.56400948

Coinflip dump into retard reverse pump or instant pump

>> No.56400954

>>56400897
semiconductors are basically a commodity at this point that the modern world can't do without. The only thing that is holding them down is the looming threat of a possible invasion of Taiwan because for some reason the entire world is relying on TSMC to do what they do.

>> No.56400965

oh wow another one

>> No.56400967

>>56400891
lmao Japan is such a shitshow right now. How many times are they gonna have unscheduled fuckery until the whole thing keels over and crashes?

>> No.56400969

>>56400967
Japan is acting really embarassing. Actually worse than turkey as Erdogan finally grew to understand he has to change.

>> No.56400973

SARTORIUS +8% ON MERCK earnings, this fuckin shitcoin LMAO.

>> No.56400975

>>56400922
lmao what are you looking at, TSM is NYSE listed, and Hang Seng is down >2%..

>> No.56400978

>30 year fixed mortgage rates hit 8%

Oh fffuuuuuugggg, we getting GFC 2.0?

>>56400945
Any more fanart of Lum and her sexy feet?

>> No.56400981
File: 38 KB, 1074x676, aaaaa.png [View same] [iqdb] [saucenao] [google]
56400981

MONSTER HOW SHOULD I FEEL?

>> No.56400984

I am NOT having fun

>> No.56400986

Woowee why is it dumping this time

>> No.56400988

>>56400945
Not saying we can't go higher, but how much higher or the next 5-10 years? Equities get priced the same as bonds, you have a yield over x/y/z years. Sure there can be more hype and rise/fall with liquidity, but decay will set in if we aren't going back to cheap debt.

>>56400954
sure, but that doesn't stop copper or alumnium or timber from shitting the bed, being a commodity is worse for long term pricing since commodities are easily affected by future gluts (contango/backwardation)

>> No.56400991

why dont you guys go to bed instead of doomwanking every night

>> No.56400998

>>56400991
I can't sleep unless I cum to tranny porn six times.

>> No.56400999

>>56400991
But it's another bright and sunshiny day longing the FTSE. God bless the Q... King.

>> No.56401002

>>56400986
Oil price hikes

>> No.56401007

>>56400991
Anon it's 9:16 am

>> No.56401008

>>56400991
it's 5pm
also i can't sleep unless i down a few millerlites (approximately six of them)

>> No.56401013

>>56401008
chinkney or trannybourne?

>> No.56401014

>>56400991
I'm at work

>> No.56401016
File: 480 KB, 1400x1251, 1685720461060646.jpg [View same] [iqdb] [saucenao] [google]
56401016

>>56400978
Bro you are sick. Heh, mortgages may be dropping in number but normies are still signing up for them. How can anyone pay 8%... ridiculous.

>> No.56401019

>>56400999
I closed my FTSE shorts too early. I think I'll stick to DAX, it is more predictable to me.

>> No.56401024
File: 37 KB, 379x540, catboymaid.jpg [View same] [iqdb] [saucenao] [google]
56401024

>>56401013
my retard brain doesn't know what you're asking. idk man I'm just out here in my lane. calm, collected, focused, flourishing.

>> No.56401032

It’s ringing in my ears, my neck is stiff and jaws are clenched

>> No.56401040

>>56400991
It's 9:25 AM in Sweden.

>> No.56401043

In a bear market, everyone can hear you scream

>> No.56401057
File: 58 KB, 657x718, 1684936497392806.png [View same] [iqdb] [saucenao] [google]
56401057

OMX and DAX once again defying the norms... fuckin hate the Swedish and German indices. Come on, I need cheepies

>> No.56401061

>>56401024
Sidney or Melbourne

>> No.56401064

I think my AMZN bags are gonna bleed this week, fucking hell

>>56401016
What's wrong with feet? Cute women with wide plump soles and long toes are 10/10 sex.

>> No.56401065

>>56401057
That was to be expected, FTSE and CAC dumping I didn't expect.

>> No.56401068
File: 261 KB, 395x576, 166789098765432340.png [View same] [iqdb] [saucenao] [google]
56401068

I love her so much bros...

>> No.56401072

Yesterday my used pc died. Today my used laptop is almost dying. FUCKN SHORT TECH

>> No.56401074

>>56401072
stinkpad general btfo

>> No.56401079
File: 54 KB, 638x616, sauce.jpg [View same] [iqdb] [saucenao] [google]
56401079

>>56401061
Neither m80. you stralians have funny accents though. I saw an abo chimp out in a mcdonalds too, funniest shit I've ever seen in my life. I'm chillin a good bit more north rn though.

love from america <3 Hope you guys get your guns back or smth soon

>> No.56401085

>>56401079
>5pm
>america

>> No.56401090
File: 153 KB, 1000x706, 1691421783916796.jpg [View same] [iqdb] [saucenao] [google]
56401090

>>56401064
>Cute women with wide plump soles and long toes are 10/10 sex
I ain't disagreeing with you on that m8. It's also a nice contrast since mine are insanely callused.
Financially speaking, the downside from here should be pretty limited to big quality stocks, especially the magnificent seven. Netflix has shown the consuuuumer is alive and well. As such I have no qualms about holding stocks like Amazon right now. Also, seeing how their exposure is pretty much limited to only the US, I reckon Amazon will outperform most other "tech". Should have bought more last year...

Any goldchads here? I am feeling pretty damn good. Beautiful bounce on the weekly MA200 and now with the war and the retreat to gold/silver and the dollar, I reckon we can easily go to 2000+. My Lundin Gold is printing some serious cash (plus nice divvies)

>> No.56401092
File: 106 KB, 709x591, 1695821541148853.jpg [View same] [iqdb] [saucenao] [google]
56401092

JingDong brethren we'll be dancing in ecstasy in 6-12 months (absent a Taiwan invasion).

>> No.56401099

where do i meet a young lassie who looks like mia khalifa?

>> No.56401102
File: 85 KB, 640x352, 1687390996917393.jpg [View same] [iqdb] [saucenao] [google]
56401102

whats uh happening with the market right now? need the /smg/ breakdown. are we dumping purely because of what treasury is doing?

>> No.56401103

>>56401090
>Netflix has shown the consuuuumer is alive and well
I'd argue Netflix is like TV but better, so it isn't even luxury anymore but the absolute BASIC as even in a recession people will still have and watch tv and cut EVERYTHING else back BUT TV.

>> No.56401106

>>56401085
West side. The REAL west side. I ain't here forever tho I'll be in my comfy mountain/midwest timezone soon. I'm just doin' a lil explorin here and there with the gainz

>> No.56401107
File: 474 KB, 1267x700, 1634567890876543456789.jpg [View same] [iqdb] [saucenao] [google]
56401107

>>56401102
Yes.

>> No.56401113

>>56401103
>>56401090
In other words, people will rather eat less than not watch their shitflix.

>> No.56401117

>>56401072
but that's bullish for tech because you're gonna buy a new one. You have no choice.

>> No.56401122

>>56401117
Yeah, for 80 Euros, another used one. And the only reason if my Laptop wasn't as shit, is that I can play Fortnite with my nephew.

>> No.56401124

>>56401106
>The REAL west side
>5 pm
Guam?

>> No.56401131
File: 1.19 MB, 498x373, kto-kounotori.gif [View same] [iqdb] [saucenao] [google]
56401131

>buying 10 year treasury bonds because you wanna be safe and then you lose 40%

>> No.56401142

>>56401131
i-it's a long-term investment

>> No.56401151

>>56400991
Feel like it's gonna go up because of how bad the sentiment is ITT. I feel a tiny bit more smug and Netflix pumped which are also bull indicators

>> No.56401169

>>56401131
you do still get the yield coupon, its only a loss if you sell which isnt really a problem for a person who just wants a bond for a retirement portfolio

>> No.56401173
File: 165 KB, 1440x1440, 1612470009894.jpg [View same] [iqdb] [saucenao] [google]
56401173

You go long TLT once the 10y yield hits 5%? Right Anon?!

>> No.56401180

>nflx

>> No.56401189

>Tsla call buyers

>> No.56401194
File: 126 KB, 850x1011, 1694436728941873.jpg [View same] [iqdb] [saucenao] [google]
56401194

>>56401173
Nah, I re-allocate 20% of my cash into bonds to get guaranteed and free returns since the US cannot default. Hmm, I think I will wait till it goes a bit above 5%. Also, as much as I prefer 2D, that 3D chick ain't that bad. What I wouldn't give to have a vampire-cosplaying gf fuuuuuuuuggg

>> No.56401197
File: 442 KB, 768x719, 1634054419632.png [View same] [iqdb] [saucenao] [google]
56401197

short tech

>> No.56401246
File: 225 KB, 980x654, 19-GettyImages-1185854652-cdd0aab[1].jpg [View same] [iqdb] [saucenao] [google]
56401246

>>56401197

>> No.56401269

PUMP IT

>> No.56401277
File: 486 KB, 498x255, 1697648358050035.gif [View same] [iqdb] [saucenao] [google]
56401277

>fucking YIELDS
We are actually witnessing history right now, /smg/bros.

>> No.56401280
File: 50 KB, 819x904, 1686435277638660.jpg [View same] [iqdb] [saucenao] [google]
56401280

>>56401277
>>56401269
>>56401197
>>56401180
>>56401189
im glad its over

>> No.56401290

>>56400159
>bought AMD on margin yesterday
How fucked am I?

>> No.56401292
File: 136 KB, 1541x862, Capture.png [View same] [iqdb] [saucenao] [google]
56401292

>>56401277
We're halfway there

>> No.56401294

>>56400175
i bought GDX and GDXJ years ago and they have done NOTHING but shit up my portfolio. Shit, my next worse loss is NEGG, but i was drunk when i bought that so oh well.

>> No.56401305

>>56401280
NFLX isn't over, it's pumping hard

>> No.56401319
File: 122 KB, 603x875, image_2023-10-19_194159822.png [View same] [iqdb] [saucenao] [google]
56401319

What goes on in the mind of a daytrader when they decide to make this their career?

>> No.56401321
File: 127 KB, 1541x862, Untitled.png [View same] [iqdb] [saucenao] [google]
56401321

>>56401292
Imagine going all in on bonds in 1965 thinking you're getting a once in a lifetime deal ('highest yield in 50 years!') only to get heemed 15 years straight.

>> No.56401327

>>56401319
>eternalenvy
That was a Dota player, is he now also a daytrader or did just somebody steal his name?

>> No.56401334

>>56401321
1. Who goes all in bonds
2. Different economic environment (debt levels etc)

>> No.56401339
File: 21 KB, 589x212, image_2023-10-19_194925059.png [View same] [iqdb] [saucenao] [google]
56401339

>>56401327
Retired from dotes to daytrade after getting utterly mindbroken by an 18yr old Russian zoomer kekw.

>> No.56401344

Buy it all. Today.

>> No.56401383

Shares go down. I need shares that go up.

>> No.56401408
File: 27 KB, 386x401, 1667498904329897.jpg [View same] [iqdb] [saucenao] [google]
56401408

Is it over?

>> No.56401425

I just bought Austrian Bonds September 2117.

>> No.56401435

>>56401339
DROPYOURSTICK

>> No.56401443

Oil bros, we got fucked

>> No.56401456

Man I hope TLT just falls of a cliff and all the insufferable bond 'geniuses on fintwit and yt get btfo.
>wrong for 3 years straight
>heh look I posted some graphs make sure to long TLT after a 40 year bullmarket with a blowoff top

>> No.56401462

>>56401456
It will moon if the market crashes, just like 2020 and 2008. The bobos are probably wrong about a crash though.

>> No.56401470

>>56401443
>Oil bros, we got fucked

>Crude Oil Prices Fall Amid Lack Of Support For Iran's Call For Oil Embargo On Israel

fuck i just bought pbr yesterday.

>> No.56401478

>>56401456
those same people were shilling SPY and QQQ LEAPS in 2021 at the top, 'bro just buy calls when the market dips'

>> No.56401493
File: 1.54 MB, 238x273, 1675280660685520.gif [View same] [iqdb] [saucenao] [google]
56401493

I'm still conflicted between hard crash(-15% all equities) and Argentina style inflation. This whole fiscal policy and the ineptitude of the legislature make seeing possible outcomes very murky.

Also the man with the plan speaks today, I don't think he reign this bad boy in. If he sneezes VIX to 25

>> No.56401497

>>56401470
They also did a deal with Venezuala

>> No.56401502

>>56401497
Its not gonna raise output of oil though.

>> No.56401514

>>56401493
inept government is great for the dollar because they will struggle to find ways to print money for government programs a la the 2020 stimmy checks and free money to any fake company with 0% interest

>> No.56401574
File: 192 KB, 1024x836, 1634009721416.jpg [View same] [iqdb] [saucenao] [google]
56401574

Oil bros...

>> No.56401614

>they bought oil instead of cocoa
>they bought oil instead of orange juice

>> No.56401639

>>56401614
Oj up 300% ytd

>> No.56401648

>>56401493
the only sure thing is that the bankers and bureaucrats will make it sure that the population will be more fucked than the bankers and bureaucrats lol

>> No.56401649 [DELETED] 

>>56400599
yeah its why im up at 3am
i did everything right but couldnt get my family to trade city life for the countryside in time to survive whats coming
i just wish I could know if its days weeks or months away

>> No.56401654
File: 9 KB, 258x195, 1697550386885546.jpg [View same] [iqdb] [saucenao] [google]
56401654

god damn smg is pathetic. what the fuck is going on in here. sad state of affairs

>> No.56401656

>>56401639
How is this even real? Like nigga, switch to lemonade. Ha ha.

>> No.56401659

>futures

https://www.youtube.com/watch?v=Degfe_Sd6S8

>> No.56401683

>>56400831
>FFS though, can copper stop being a little bitch. China statistics better than expected yet copper keeps going down.
That's because everyone realized that latest batch of numbers was completely fake. "Whole hand on the scale rather than just a thumb" fake.

>> No.56401689

>>56400932
Hey
Basically I'm just not gonna buy the bonds
I know.... UGH I know ..... I'm sorry!!!!!!!!!!!!!!!!!!!!
It's just that I'm not gonna buy them is all
HAHAHAHAHAHAHAAAHAHHAHAHAHAHA

>> No.56401696
File: 80 KB, 452x671, pepemon.png [View same] [iqdb] [saucenao] [google]
56401696

is there some war ETF available? Like an etf with gold + oil + raytheon and stuff? Just curious

>> No.56401716

>>56401321
Those dumbass bond baggies ignored an overseas war and retarded, extravagant social programs at home that caused government finances to bleed like a stick pig.

Good thing neither of those apply nowadays.

>> No.56401721

Why don't we hear much from SOXL bros these days?

>> No.56401722

>>56401383
Easy: https://etfdb.com/themes/inverse-short-etfs/

>> No.56401724
File: 99 KB, 1075x1038, 1697245512788489.jpg [View same] [iqdb] [saucenao] [google]
56401724

Hey anons. Long Oil & Gold, Short NQ & SPY anon here. Reminder that this week will be the last day to get in at a good entry for the impending rug pull. Have a nice day.

>> No.56401739

A 5% interest rate is normal. If you don't think so, you're a zoomer who got into the market before 2008.

>> No.56401743

>>56401696
You gotta mix in the gold and oil yourself. I also recommend avoiding the diversity cancer that is Boeing and maybe focusing on the better holdings within it: https://www.direxion.com/product/daily-aerospace-defense-bull-3x-etf

>> No.56401746

>>56401639
And may crash the same again if the next harvest is better

>> No.56401748

>>56401739
A 120% debt to GDP ratio with sustained 6% deficits is not normal. The last time that happened we were planning to drop a nuke on Japan.

>> No.56401752

>>56401292
WHOA OH
LIVIN ON A PRAYER

>> No.56401772

>>56401748
The debt will just roll over

>> No.56401775

>>56401772
>It's fine, I'll just buy more!

>> No.56401776

>>56401772
Anon, I don't think you understand what debt rolling over means here.

>> No.56401785

>>56401776
Brrrrrrrrr

>> No.56401786
File: 14 KB, 480x360, write-it-off.jpg [View same] [iqdb] [saucenao] [google]
56401786

>>56401776
They just ROLL IT OVER Jerry.

>> No.56401804

>>56401656
Pepsibro will advise you to drink Gatorade

>> No.56401806

>>56401290
>>56401721
Tsmc crushed it. Beat the estimate by double digits and everything is already pumping. Anyone holding semi stocks is gonna be fine dining on the moon

>> No.56401808

Be on the lookout for companies with a dividend yield of 3%, under 60% payout ratio, and a 5 year dividend growth average of atleast 10% annually

>> No.56401811

>>56401785
Look at Japanese CPI Computer for an example of what that does.

>> No.56401815

>>56401786
kek

>> No.56401845

>>56401639
>>56401656
It doesn't make any sense. I've gone to multiple grocery stores and all they have for cold fruit juice is orange juice and it's not expensive.

>> No.56401846

If the only value of your stock is the price at which someone else is willing to buy it, then what you have on your hands is a “greater fool” asset. NOT an investment. It is speculation. Like Bitcoin, NFTs, and even gold, a stock without dividends has no intrinsic value. At least a monkey JPEG is funny. Google stock is not even that.

>> No.56401848
File: 209 KB, 1280x720, xdctranny3.jpg [View same] [iqdb] [saucenao] [google]
56401848

>>56401846
It's funny the same way a train wreck is.

>> No.56401853

>>56401846
True, shareholder returns or the expectation thereof is what gives stocks any value at all. Divvies, buybacks, acquisitions.

>> No.56401855

all financial instruments are valued according to their cash flow. What gives a house value? The rent that you can derive from it, or the rent that you save by living in yourself. What provides a bond with value? The coupon payments. What gives mortgage-backed securities their value? Again, the risk-adjusted cash flow.

What gives a stock value? That’s right. Dividends.

>> No.56401859
File: 554 KB, 1570x1340, 1679882965169996.png [View same] [iqdb] [saucenao] [google]
56401859

Funny article https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4354333

The Market Impact of Fed Communications: The Role of the Press Conference

Namrata Narain
Harvard University
Kunal Sangani
Harvard University

We document a shift in the market impact of the press conference given by the Federal Reserve Chair at the close of FOMC meetings. Using intraday trading data, we find that market volatility is more than three times higher during press conferences given by current Chair Jerome Powell than during press conferences by predecessors Janet Yellen and Ben Bernanke. Press conferences since the start of Covid-19 are largely responsible for the heightened market volatility during Chair Powell's conferences. During this period, we find that the market tends to move in the opposite direction during the press conferences compared to its movement following the FOMC statement publication. In contrast, press conferences by Chairs Bernanke and Yellen tended to reinforce the market's initial reaction to the information released in the FOMC statement. Text analysis of the Q&A portions of Powell’s press conferences suggests that his choice of language correlates with these market movements. We find that Fed communications during the recent period have been less effective in reducing forward-looking interest rate uncertainty.

Keywords: monetary policy, Federal Reserve communications, interest rate uncertainty, volatility

>> No.56401875

>>56401855
>>56401846
that's cute but you don't get rich with values, you get rich with buying and selling at a higher price. Value is just here to attracts the morons who think the current price is cheap compared to their personal speculative calculation over what the value is

>> No.56401876

>>56401855
If needed a company can switch from buybacks to dividends, so you need to consider both.

>> No.56401894
File: 925 KB, 500x579, 1675836285971152.gif [View same] [iqdb] [saucenao] [google]
56401894

>>56400252
Women are retarded. They couldn't tell you what "Attractive" is until they see it or someone else wants it.

>> No.56401900
File: 19 KB, 474x354, th-572187626.jpg [View same] [iqdb] [saucenao] [google]
56401900

>>56401859
Simps gonna simp.

>> No.56401905

>>56401894
women cant "tell" you anything. The things they say are not in congruence with their actions. To understand a woman, you must watch what she does. This is why you can't accept what women say.

>> No.56401907

>>56401876
I will show, how buybacks encourage short-term thinking by company executives whose compensation depends on the stock price and stock-related metrics like EPS. Buybacks encapsulate the fundamental difference between investing and speculation. Speculation concerns itself with price movements, while investing concerns itself with cashflows.

I find it a cruel irony that by purchasing its own stock, a company is rewarding those who sell their shares and are no longer investors, while existing investors are left with paper gains that can evaporate in the wind. Particularly when the impact of the buybacks is mitigated by stock dilution in the form of stock-based executive compensation. The only ones who win in that scenario are those who sold out of the company, and the executives.

>> No.56401917

10y rising
30y dropping
what is happening, double inversion?

>> No.56401927
File: 51 KB, 750x390, A5B99539-553B-4B36-8EA5-0DBBF4CD72D8.jpg [View same] [iqdb] [saucenao] [google]
56401927

Yet another objection I hear is “Dividends are not guaranteed”. Well, this is investing, what did you expect? If you want guarantees, go invest in treasuries! Of course, dividends are not guaranteed, and no sensible person would ever make that claim.
However, during times of crisis, companies never cut their dividends nearly as much as the price of their stocks falls. During the Great Depression, for example, stock prices fell by 89.2% at their deepest drawdown. My god, that makes the Great Financial Crash (GFC) look like child’s play. If there was ever a time for companies to slash their dividends down to the bone and avoid wasting money, this was it.

Instead, what did we see? During the Great Depression, dividend yields touched almost 14%! Incredible. Here’s a historical graph of the dividend yield of the S&P:
What does this mean? It means that while companies will cut their dividends when times are hard, they will not do so in proportion to the drop in their stock price. And this makes sense because dividends are not linked to the stock price. That is the whole point! Dividends are based on fundamentals, and just because the market panics, doesn’t mean that the fundamentals have deteriorated to the same extent, if at all.

Note how it was only during the dot-com bubble crash when the S&P was comprised of mainly overvalued, non-dividend paying tech stocks, that yields didn’t spike. If you need a further reminder to avoid tech stocks, this is it.

>> No.56401946

>>56401907
Why would existing investors disappear while the company keeps buying and canceling its of shares? As long as the company itself remains on the bid the value of the company keeps going up.

>> No.56401952

>>56401917
the inversion is unwinding. That's what happens when the fed is done. What always happens next is the fun part.

>> No.56401954

>>56401907
god you sound like such an insufferable faggot

>> No.56401967

>>56401954
good counter argument

>> No.56401969

>>56401927
>faggots constantly posting about buying companies with Increasing dividend yields
>posts chart where it is the exact opposite

>> No.56401970

i honestly hope someone finds the div bot spammer and coerces him to never post again

>> No.56401977

>>56401969
You misread the chart in relation to the text. You definitely aren’t intelligent enough to comment on the topic at hand

>> No.56401990
File: 225 KB, 1170x654, IMG_9314.jpg [View same] [iqdb] [saucenao] [google]
56401990

Cigna is a based stock. I might like it even better than Cisco at this point. I don’t understand it as intimately as I do routers, but I just know that it works because the line keeps going up

>> No.56401991

>>56401970
Sorry that this talk makes you uncomfortable but it’s relevant to the board.
>>56401946
Because the only way those investors can make money is by selling their shares. Nothing wrong with flipping for a profit for traders but long term investors receive no benefit.

>> No.56401997
File: 729 KB, 720x720, 1683842589185808.png [View same] [iqdb] [saucenao] [google]
56401997

>vanguard's emerging market bond fund is yielding 7.75%

>> No.56402003

all it takes is one pissed off autist that is fed up with the shit and you will never post again, it's been done many times before

>> No.56402007

>>56401991
Long term investors can keep holding all the way up and either sell at a much higher valuation or even possibly get their shares bought up by the company if it decides to go private.

>> No.56402009

>>56401907
You know nothing about finance lmfao. Buybacks are done in the name of capital restructuring. Optimal capital structure maximizes shareholder wealth. If you’re an “investor”, you would have a properly diversified portfolio (N≈30) & wouldn’t care about idiosyncratic price risks of individual securities.

>> No.56402013

>>56402003
LMAO
>>56402007
That’s great and all but is too risky. What happens when the industry slows down? What about during a crash?

>> No.56402016
File: 101 KB, 1528x667, Capture.jpg [View same] [iqdb] [saucenao] [google]
56402016

What does mumu think?

>> No.56402023

>AI FACTORIES
NVDA is going to pump isn't it

>> No.56402025

>>56402013
The same as what happens to dividend payers: shareholder returns get cut and share prices take a dip.

Personally I happen to believe the best way to go about shareholder distributions is a mix of buybacks and dividends at a low payout ratio to avoid having to cut either

>> No.56402029

>>56401977
The chart shows average dividend yield
It is decreasing over the years. People here claim companies are raising dividends. Might be true, but what matters is the yield. And that yield is decreasing. EIther way I don't care. Nobody is buying your bags.

>> No.56402032

>>56402009
Basic common sense will tell you that stock repurchases only make sense when the share is trading at below its intrinsic value. The same principles of investing apply when purchasing your own shares, as when you buy those of another company. Ideally, a company is in a better position to know the intrinsic value of its shares, so wouldn’t companies buy back their shares at attractive prices? But this doesn’t happen.

If the thesis is true, then share buybacks should increase during recessions and lowered prices, and decrease during bull-runs, right? After all, if share prices are depressed beyond reason, then it’s the perfect time to pick up your own shares on the cheap. The truth is that the reverse happens.
> executives often claim that buybacks are financial investments in undervalued shares that signal confidence in the company’s future as measured by its stock-‐price performance. But as we have seen, over the past two decades major US companies have tended to do buybacks in bull markets and cut back on them, often sharply, in bear markets

Lazonick, W. (2014). Profits Without Prosperity: How Stock Buybacks Manipulate the Market, and Leave Most Americans Worse Off

This is the reverse of what is supposed to happen. Companies routinely overpay for their stocks, and sell them during bear markets

> It appears to us that many companies now making repurchases are overpaying departing shareholders at the expense of those who stay….I can’t help but feel that too often today’s repurchases are dictated by management’s desire to “show confidence” or be in fashion rather than by a desire to enhance per-share value.

Letter to the shareholders of Berkshire Hathaway, Inc – 1999

>> No.56402037
File: 47 KB, 600x600, 1652102763237.jpg [View same] [iqdb] [saucenao] [google]
56402037

TELL ME SMG WOULD YOU RATHER EAT YELLEN'S PUSSY OR BUY SOME 10 YEAR BONDS

>> No.56402038

>>56401776
It would matter if;

>the market was free
>our government wasn't evil
>this particular government is particularly evil >They must stayin power no matter what
>fed is private, its probably not illegal to collude

This shit show will keep flopping around until november 7th unless they're willing to risk holding strings through a regime change. Globohomo can't afford to lose here.

>> No.56402041

>This is the reverse of what is supposed to happen. Companies routinely overpay for their stocks, and sell them during bear markets
This is no different than overpaying a dividend and then having to cut it. In the end both are valid tools for shareholder retruns but both require capital discipline from the company.

>> No.56402043
File: 27 KB, 691x438, gmelol.jpg [View same] [iqdb] [saucenao] [google]
56402043

>GME dropped to the $13 dollar range yesterday
whats the current cope?

>> No.56402045

>>56402032
Exactly what BMW is currently doing.

>> No.56402046

>>56402025
See>>56401927

> Personally I happen to believe the best way to go about shareholder distributions is a mix of buybacks and dividends at a low payout ratio to avoid having to cut either
I’m inclined to agree. That’s why I like Visa so much

>> No.56402066
File: 493 KB, 750x580, EF19AC55-2F5E-4C6E-ABE8-9E04CD89EECD.jpg [View same] [iqdb] [saucenao] [google]
56402066

>>56402013
Again, you know nothing about finance. The only decision that risk aversion informs for a passive investor is the allocation between the risk-free security & market portfolio. Individual stock risks (e.x. Capital restructuring, lawsuits, R&D, death of a key figure) are diversified away by holding a properly-weighted basket of negatively correlated securities. Investors are only exposed to systematic risk. Here bro, maybe this picture will help you understand..

>> No.56402068

Corporate executives appear to suffer from an exaggerated sense of their ability. It never ceases to amaze me when people confidently say “Retained earnings help a company invest in its own growth, and therefore it’s okay for a company to pay zero dividends.”. Wow. Just wow. As if amazing investing opportunities are lying by the wayside, just waiting for the company executives to scoop them up by the handful

> Cash-rich firms are more likely than other firms to attempt acquisitions. Stock return evidence shows that acquisitions by cash-rich firms are value decreasing. Cash-rich bidders destroy seven cents in value for every excess dollar of cash reserves held. Cash-rich firms are more likely to make diversifying acquisitions and their targets are less likely to attract other bidders. Consistent with the stock return evidence, mergers in which the bidder is cash-rich are followed by abnormal declines in operating performance. Overall, the evidence supports the agency costs of free cash flow explanation for acquisitions by cash-rich firms.
Harford, Jarrad. “Corporate Cash Reserves and Acquisitions.” The Journal of Finance, vol. 54, no. 6, 1999, pp. 1969–97

>> No.56402071

>>56402032
You will never ever make it sorry bro.

>> No.56402074

excess cash makes corporate executives careless. When under no pressure of accountability to shareholders via dividends, they make sub-optimal investments, overpay for acquisitions, and destroy massive amounts of shareholder value.

>> No.56402082

>>56402066
The "8" in this picture is upside down and it infuriates me.

>> No.56402087

>>56402082
Yea he posted a really bad picture to match his really bad investment thesis. LMAO

>> No.56402098

>>56402074
In artificially credit restricted sectors (think tobacco, oil, coal) companies are not given access to credit as much as other sectors. In cases like these, those companies either go bust or they strengthen their balance sheets and business efficiency. The ones that don't underperfmorm while the ones that do end up with move comfortable buffers for shareholder returns... Or acquisitions. But of course an acquisition is a risk as much as an opportunity so you have to pick your horse effectively and dissect each acquisition closely. The oil sector in particular is rife with short sighted and poor acquisitions.

>> No.56402108

>>56402087
It’s quite literally textbook modern portfolio theory lmfao. The whole point is that there is no “thesis” to investment besides risk aversion. Everyone holds a proxy of the same market portfolio, just in different weights. Keep picking stocks bro. I give lectures about kids like you

>> No.56402119

>>56402108
>everybody meet at the quad to listen to this homeless man lecture about modern portfolio theory.

>> No.56402127

Dividends is money that should go to the workers. They are being exploited, their work's worth in money is being stolen and given to fat pigs in suits who throw their money at companies which in the case they lose/make a wrong bet the state steps in and saves them with tax money.

>> No.56402136

>>56400426
>LBGT
lettuce, bacon, garam masala, tomato

>> No.56402145

>>56402127
Go back to your grave Marx

>> No.56402151
File: 15 KB, 766x571, divs.png [View same] [iqdb] [saucenao] [google]
56402151

>>56401927
Buy share of spy for 430$

Get 6.50$ 3 times a year (19.50$)

How do I use this responsibly ? How do I start with little or no funds ?Partials ?Do I get a partial dividend ?Are you being serious ? Aside from having a big heavy bag of fiat to dump into div stocks to gain some kinda passive income... how is this useful ?The large div return stocks look like the kinda stocks bagholders pick. No offense.

>> No.56402155

>>56402127
This might be the most cucked take of all time. Workers are lucky they can be employed by someone who put in the work to create a business they can earn a wage at. If they don't like being "exploited" they're free to go start their own business. That's capitalism you socialist faggot.

>> No.56402157
File: 47 KB, 458x177, 1697550708867186.jpg [View same] [iqdb] [saucenao] [google]
56402157

5% in 5 min

>> No.56402166

>>56402157
on the 10y that is

>> No.56402170

Today is going to be green. I'm buying 0dte calls on SPY.

>> No.56402172
File: 86 KB, 1207x659, pumpitjerry.jpg [View same] [iqdb] [saucenao] [google]
56402172

>>56402157
Be careful. We are at 200ma which slingshotted us when biden spoke. Biden Speaks today. Globo homo can't afford to give up its sharpest weapon. I'm not advocating one way or another just don't heem yourself.

>> No.56402173
File: 40 KB, 480x640, Robotnik toast.jpg [View same] [iqdb] [saucenao] [google]
56402173

>>56402127
Wow that's fucking based. I'm an ultra-anti-fasco-communo-capitalist by the way, I think all the work of the laborers should be stolen and distributed exclusively to those who do no work at all. Survival only for the least fit, profits only to the laziest pigs, workers of the world get fucked!

>> No.56402180

>>56402155
Employers can be lucky you are willing to sacrifice your time for a petty wage. And they can be happy that it seems like it is one of the highest objectives of the politicians to make sure you have to wage.
>Yeah let's ALL open a business at the same time so that nobody has workers.

>> No.56402183

>>56402151
High yield like that often means the dividend is unsustainable. I wouldn’t invest in any of those companies in picrel. You’re right about dividends not being a get rich quick scheme and no one is claiming they are

>> No.56402184

>>56402180
It's another market with bids and asks.

>> No.56402189
File: 26 KB, 1039x262, dfff.jpg [View same] [iqdb] [saucenao] [google]
56402189

Looks like Redditors are capitulating

>> No.56402194

>>56402180
That's why they can't and won't. Guess they're meant to be "exploited". Survival of the fittest and they aren't so fit.

>> No.56402200

new
>>56402198
>>56402198
>>56402198

>> No.56402205
File: 7 KB, 210x240, images.jpg [View same] [iqdb] [saucenao] [google]
56402205

>US Initial Jobless Claims Oct 14: 198K (est 210K; prev 209K)
>- Continuing Claims Oct 7: 1734K (est 1710K; prev 1702K)

>> No.56402234

>>56402173
it's not often I read such quality posts here

>> No.56402260
File: 51 KB, 926x718, 1697031479237981.jpg [View same] [iqdb] [saucenao] [google]
56402260

>>56402157
yields are healing

>> No.56402438

>>56401099
>where do i meet a young lassie who looks like mia khalifa?
She looks north Indian to me, so northern India, I'd say.

>> No.56402456

>>56402108
>Teacher
So you suck at trading got it.

>> No.56402497

>>56401716
>Those dumbass bond baggies ignored an overseas war and retarded, extravagant social programs at home that caused government finances to bleed like a stick pig.
>Good thing neither of those apply nowadays.
kek

>> No.56402630

>>56402041
>Companies routinely overpay for their stocks, and sell them during bear markets
>This is no different than overpaying a dividend and then having to cut it.
lol