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Rost Martin R1MF comes to Califnoria

Stocks take a dump over rare earths

ikeo1

ikeo1

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Haha, I just thought it was a funny headline. I, too, feel like this market is dumb - granted, the article means that also in the sense of buy-and-hold index investors who don't take risk.

Yeah... my bond allocation is maybe a little higher than your crypto allocation 😬, for now... I sold out of the 30yr bond last month - it's tough, I wanted to see jobs and CPI data this month... alas, government's shut down! I think I'm maybe 10% in BTC, about half as covered call ETFs, and 5% in gold... wish I had bought more, but I'm not sure it has much more room to run.

Let's re-convene Mon. Maybe keep an eye on AZN - pharma's pretty beat down right now, so I'm not real bullish, but it was up ~2% after hours.
 
star.3d said:
Haha, I just thought it was a funny headline. I, too, feel like this market is dumb - granted, the article means that also in the sense of buy-and-hold index investors who don't take risk.

Yeah... my bond allocation is maybe a little higher than your crypto allocation 😬, for now... I sold out of the 30yr bond last month - it's tough, I wanted to see jobs and CPI data this month... alas, government's shut down! I think I'm maybe 10% in BTC, about half as covered call ETFs, and 5% in gold... wish I had bought more, but I'm not sure it has much more room to run.

Let's re-convene Mon. Maybe keep an eye on AZN - pharma's pretty beat down right now, so I'm not real bullish, but it was up ~2% after hours.
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The way the crypto market got liquidated, we’ll see if this leads to a v shaped recovery this time powered by institutions.

IMO it’s a capital rotation. Retail folks who recently learned options getting cleared out for the big players to come in.

Still bullish overall and buying…
 
exnds said:
This is reminding me of the Yahoo message boards back in 2000 during the dot com boom which later was referred to as dot bomb.
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Same same but different. We’re buying the protocol not stocks. Stocks go out of business. Businesses get built on protocols.

New infrastructure is being laid out rn, that is similar to 2000, but this time it’s non profits building the tech via Digital Assets. This is why most of those will fail and AI as well. But there will be winners like FB, Apple, Microsoft, AMZN GOOG there will be giants and the hyper scalers that power them. The hard part is picking the winners.
 
ikeo1 said:
Same same but different. We’re buying the protocol not stocks. Stocks go out of business. Businesses get built on protocols.

New infrastructure is being laid out rn, that is similar to 2000, but this time it’s non profits building the tech via Digital Assets. This is why most of those will fail and AI as well. But there will be winners like FB, Apple, Microsoft, AMZN GOOG there will be giants and the hyper scalers that power them. The hard part is picking the winners.
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Easy to pick winners if you pick the product, not just the stock. First principles!
 
ikeo1 said:
That didn’t take long from aggressive threat to, don’t worry about it and market starts to pump again.


Friday was a leverage sweep plain and simple. Big money cleared small money out of the way so they could buy at a real price and not leveraged price. Bankers win again

View attachment 102180
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This is just disgusting! They're not even hiding it now and STIll the majority of us can't see it or are willfully ignorant.
 
john_marsten_1873 said:
This is just disgusting! They're not even hiding it now and STIll the majority of us can't see it or are willfully ignorant.
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Yeah.. but it shows his cards.. UUUU LAC METC ABAT MP maybe NB and some others AARNF TUNGF might all be in play in the future at least for rare earths..

As for crypto, just like we expected once leverage was wiped. Shorts are possibly the target to clean up the leverage there. It'll have to happen fast as well. I'm thinking its going to be the clarity act / congress opens up as the trigger then it wipes out leverage up top. Then all newbie hands are cleaned out and everyone who was positioned or are currently getting positioned will benefit.

The next question is does it drop down after that or does it level off... My goal after this would be to cash out some gains into Gold. Silver is also looking like it'll push harder to the upside.
 
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