It's the apocalypse investment ideas

Doing quite well in life :blush:

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interesting survey

I can’t zoom on this photo. Where did models and bottles land?

So my three calls DRI, USCR and DAL are up 120%, 100% and 65% since time stamped unambiguous recommendation less than 3 months ago in what I’m sure raw raw will explain is all beta and Nerdy will explain is going to zero.

grats. to be fair. you always talk big hwen you are up. but go radio silent when in the negative.

Irrelevant, honestly. I’m always there to respond to q’s when down, but no need to provide intraday updates. Sorry for your loss, Buffet needs to retire like the other folks whose opinions you rolled out. Maybe one of these days you’ll be right, keep your head up!

lol again congrats. hopefully they dont become ge or erj

I mean GE is fine, you keep bringing that up but they’re holding their own.

ERJ, I made clear that I exited when I did, although I thought they’d hang in there, they got coronavirused nbd.

if you bought erj at the same march 20 date ud be up aroudn the same percentage. you just got timing wrong on that i guess!
ge is not holding up in any way shape or form.
if we went with when you bought for either. ud be down 60 to 70% o nthe position. timing is everything i guess.

I mean I didn’t promote ERJ or GE on Mar 20 and missing some other stock is not the same, LOL.

But yeah, I mean GE is holding up well, I didn’t push for a buy on Mar 20, but if you’re asking now, then yes, definite good window for an add.

Now you’re just embarrassing yourself Nerdy, this is my favorite part of routinely mopping the floor with you on these debates. When the mental gymnastics begin and you stick around for the entertainment. What part of the mid office are you in anyway?

just giving credit where credit is due, whether it is good or bad! anyawys i am thinking we will be lower overall so imo. ur celebratory dance or whatever the hell this is, is a bit premature. lets just hope you stick to your convictions when the tide blows the opposite direction.

Well thankfully I didn’t push those on Mar 20, also ERJ about flat from then, so not sure what you’re referring to. I think you must be confused again as usual.

Don’t worry, if you keep trying one day maybe you’ll be right! I wouldn’t bet on it and to be frank it’s amazing you’ve been this consistently wrong just based on random odds alone but you are the model of consistency.

I mean, things went down, I stuck to my hold, here we are, sorry for your loss. With this type of reasoning don’t hold out for that front office call.

are you still on margin out of curiosity? also what percent of net worht in these 3 positions?

No, I trimmed the margin back after the initial pop, just fully invested at this juncture. Although I did swap out some SPX for SSO so in theory there’s implicit leverage.

icic. makes sense. i havent moved. neither added nor trimmed. do you usually put a specific percent on these ideas?

It’s impossible to know % net worth, can’t figure out whether to include house.

So DRI, USCR DAL are each just over $20K at cost. DAL was initially a $40K and was since cut back to $20k. I tend to use arbitrary position sizes so I have an idea what a standard full position is and that’s 80% of names and then for a rare few I’ll either do half weight or double, but it’s unusual. Indices are exempt from that, so my SSO is relatively large.

I put on a major broad-based short a few days ago - Fed will be sending me to the poor house. Good news for Biden tho bc he may have just found himself a new voter if things continue to trend upwards. I’m waiting for the protests to lead to a spike in cases leading to some panic to emerge in this overly confident market.

On a different note, these job numbers would lead some to suggest no need for further stimulus. How will that impact the market?

I’m not saying exit on today’s pop, but I think your bear thesis and the short you put on will murder you if you stick to it. You’ll be in the poor house with the TESLAQ crowd.