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    Steve posted an update a year ago

    a year ago

    The recent risk rally, albeit one that has been concentrated mostly in U.S. tech stocks, has taken many by surprise, but it may be close to coming to an end, analysts say.

    One of those is Jefferies’ Mohit Kumar, who says an end to the recent rally in equities – driven by a number of factors, including an agreement on the U.S. debt ceiling,…

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    ibechillin33, paulj23 and 3 others
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    Steve posted an update a year ago

    a year ago (edited)

    Bearish Watchlist of Plays 

    (my targets for a negative response to Fed interest rate decision)

    $NFLX – June 30 $410 Puts @ $ Last

    $NVDA – June 30 $390 Puts @ $ Last

    $TSLA – June 30 $250 Puts @ $  Last

    $QQQ – June 30 $360 Puts @ $ Last

    $META- June 30 $260 Puts @ $ Last

    Keith, Beau and 19 others
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    Steve posted an update a year ago

    a year ago

    Dividends 💰💰💰

    paulj23, R_J and 4 others
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    Steve posted an update a year ago

    a year ago

     

    As the clock closer to an unprecedented US debt default, the world’s second- and third-biggest economies are watching in fear.

    China and Japan are the largest foreign investors in American government debt. Together they own $2 trillion — more than a quarter — of the $7.6 trillion in US Treasury securities held by foreign countries.

    Beijing…

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    Mugg, swardzinski and 3 others
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    • Interesting article…everyone is playing the wait and see until the negotiations are resolved (until the next time it happens). Interestingly the author focused internal consumer pullback in China but didn’t mention their own real estate loan exposure/default which could be massive in its own right. Something else to watch as it once we… Read more

      • Profile photo of Steve

        Steve posted an update a year ago

        a year ago

        🌱 

        Mugg, paulj23 and 3 others
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