JB

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JB

JB

@Cleverhandle17

Mostly interested in Baseball ⚾, Music 🎶, Technology ⚙, and humor 🤣.

Home Katılım Haziran 2017
316 Takip Edilen37 Takipçiler
Paper Gains
Paper Gains@PaperGainsInc·
Boy thinks the God the candle continues. We shall see son. We shall see…
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The Analyst
The Analyst@MMatters22596·
Updated my BUY - HOLD - SELL list for you. I'm buying: $JD $LMND $NVO $OSCR $ROOT $EOSE Not touching: $NBIS $SOFI $HIMS $IREN $AMD I'm selling or have sold: $HOOD $PLTR $ORCL $SPOT $CRWD This is NOT financial advise.
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Mike
Mike@MikeLongTerm·
Agreed with almost everything he said except the bond market. Bond market is already broken; Consumers and small-medium businesses are way passed of their limits. You can look at any new outlet, from layoffs to consumers pulling back. It makes sense for Jamie to make this point to push yield a bit higher, so he can buy a shitload of it to pocket the upside when the @federalreserve has to cut FFR. The truth is, Bond yield is already at the peak, and it cannot go much higher from here with or without tariff. Businesses are eating the tariff, not because of President Trump said they should, but because consumers are weak, they are hunting for deals. Giving up on things that were enjoyed since Covid. Nevertheless, Monetary policies won't get us under 2% in this era anymore, the best case is slightly above 2%. We may return back to 2% or lower once Xi and Putin give up their power. The @federalreserve is already discussing this 2% average inflation, they may raise it to 2.5%-3%. Essentially your investment vehicle must perform higher than 10% a year to beat inflation in a normal energy price market. Think 15-20% for a spiking energy price type of market like we saw in 2021-2022.
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amit
amit@amitisinvesting·
IF YOU ARE WONDERING WHY STOCKS JUST TOOK A DUMP IT COULD BE BECAUSE JPMORGAN CEO JAMIE DIMON JUST SAID: - The Fed Is right to wait on cutting rates - You are going to see a crack in the bond market, it is going to happen - We will not panic when the bond market breaks, we’ll probably make a lot of money
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JB
JB@Cleverhandle17·
@SleeperDodgers Yu is a solid option. The Astro's cheating is really why he didn't stay. Losing like he had said put his kids at risk, which is understandable and sad.
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SleeperDodgers
SleeperDodgers@SleeperDodgers·
If you could add one former and active Dodger to the team right now, who would it be? (doesn’t have to be from this list)
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JB
JB@Cleverhandle17·
@ArkadiBaudelair @amitisinvesting Historically, even if you bought the peak starting during the dot com bubble you'd still be up significantly. Time horizon is all that matters.
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Arkadi
Arkadi@ArkadiBaudelair·
@amitisinvesting Buying the dip has historically worked, but timing matters. If you bought in 2000 or 2008, you had to wait years to break even. Retail often buys emotionally, not based on fundamentals. The real question isn’t “Has buying the dip worked?” but “Is this the right dip to buy?”
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amit
amit@amitisinvesting·
BREAKING: Around 40% of Institutional Investors are now underweight US equities as per BofA research. Yesterday, JP Morgan reported that retail bought the dip at the highest level EVER with $4.1B of inflows within 3 hours. Now, 40% of institutions are underweight US equities which is the LOWEST allocation since May of 2023. It really is turning into retail vs institutions. Either institutions will eventually become equal/overweight equities & chase, or retail will have ended up buying into a rally that did not have the legs to hold its momentum. One of them will be right.
amit@amitisinvesting

BREAKING: Retail investors bought the Moody’s dip today in record numbers, surpassing April volumes. As per JPMorgan data, retail investors bought $4.1B of stocks within the first three hours of the market being open today. The two biggest stocks? $PLTR & $TSLA. $TSLA = $675M of inflows $PLTR = $439M of inflows Single stocks were $2.5B of the purchases while ETFs comprised $1.5B.

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JB
JB@Cleverhandle17·
@PaperGainsInc I don't want to like this. 😔
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Paper Gains
Paper Gains@PaperGainsInc·
The bond market is king here… but who is really controlling the bond market??? 👀 Maybe China found their leverage… China skipped a 30-year Treasury auction, spiking yields amid trade war chaos. Jaime Dimon told the White House: “If you don’t pause the tariffs right now, we’re going down” Listen to the @EinsteinoWallSt below👇
amit@amitisinvesting

yeah we’re cooked this is just becoming tiring now regardless, the bond market will make sure whatever Trump wants to do is in check he will either choose to listen to the bond market or not, but they will clearly let him know if he can get away with this

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Paper Gains
Paper Gains@PaperGainsInc·
Thought about looking at charts before Monday but thought again…
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JB
JB@Cleverhandle17·
@BradRTorgersen The US has tried sweeping tariffs 2x, and each time, it has caused economic destruction. Let's see what happens a 3rd time.
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Brad R. Torgersen
Brad R. Torgersen@BradRTorgersen·
To add: I very much appreciate people who've taken the time to post real responses, explaining pros and cons. I wasn't being ironic nor rhetorical with my question. I really would like to know why tariffs are viewed with so much side-eye by so many, if this is (apparently?) a common tool in the tool boxes of other nations, and they're already employed against the U.S.
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Brad R. Torgersen
Brad R. Torgersen@BradRTorgersen·
If tariffs are a terrible idea and no sane politician would use them, why do 90% of America's "partner" nations use tariffs against America? I'm really trying to understand why an economic tool that's been used by other countries for a long time, is suddenly bad. 🫤
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Evan
Evan@StockMKTNewz·
I never thought i'd get to use this meme
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amit
amit@amitisinvesting·
just woke up saw my portfolio going back to sleep 😂😂😂😂😂 not only am I sick but the first thing I see after I wake up is that there could be a new virus? goodness dude could not imagine another 2020 scenario
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Ryan Wilbourn
Ryan Wilbourn@WolfRyan·
Never give up I've blown tons of accounts I've had to completely reset multiple times I've spent countless hours trying to find my path to profitability. There's tons of tips I could give you, but the most important is just what I lead off with. NEVER GIVE UP.
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Spotrac
Spotrac@spotrac·
Deferred $ on Active #Dodgers Contracts Shohei Ohtani: $680M Mookie Betts: $115M Blake Snell: $66M Freddie Freeman: $57M Will Smith: $50M Tommy Edman: $25M Teoscar Hernandez: $23.5M Tanner Scott: $21M Total: $1.375B
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JB
JB@Cleverhandle17·
@perk9600 @Kswing6 @spotrac It is unlikely it will happen again even if it isn't closed. Ohtani is a unicorn.
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Daniel Perkins
Daniel Perkins@perk9600·
@Kswing6 @spotrac Present value still gives a significant discount. At minimum that loophole needs to close.
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JB
JB@Cleverhandle17·
@capihood @Airsuzuki @Vinman23 @scottbraun @JeffPassan The Dodgers are better-built organizations. If teams invested in their farm, coaching, analytics, etc. Players would find them appealing. Dodgers are focused on making the players' experience beyond what others can offer. They all talk and say you should be a Dodger if you can.
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Jeff Passan
Jeff Passan@JeffPassan·
When Tanner Scott’s deal is made official, the Dodgers’ luxury-tax payroll for 2025 will exceed $375 million. That is about $70 million more than the next-highest team, Philadelphia. The Yankees are the only other team with a CBT payroll projected to be over $300 million.
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Just Another Year Chicago: Cubs
DEVELOPING 🚨🚨🚨 Per @jonmorosi the Cubs seem to be top suitors for FA LHP Tanner Scott!! 2024 Stats: -9-6 WL RECORD -1.77 ERA -84 SO -1.13 WHIP Cubs fans… This could be HUGE for the ‘25 season 🔥
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MP
MP@_WeRk_·
@TrolleyDodgahs Again, not cause they're Doyers. Has nothing to being close. Sasaki said Yu is a mentor to him. Ohtani looked up to Yu. Yamamoto called Yu and he told him to go to a team that truly wants him. They want what's best for Saki. If it's LA or SD or another. LA could win the WS again.
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JB retweetledi
Paper Gains
Paper Gains@PaperGainsInc·
To start: 1. We need the order book & time and sales for active traders with quick buy/sell options 2. We need the ability to delete or hide unwanted information from view 3. We need the ability to chart options themselves in separate charts as individual widgets 4. We need a quick view of an underlying's options statistics. ie IV percentile/IV rank, total calls vs. puts, where they were executed (bid vs. ask) in addition to unusual options or a way to see largest orders in any given day on any given underlying and corresponding options order 5. We need the ability to compare different options expirations and strikes in the same window to better pick contracts
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Paper Gains
Paper Gains@PaperGainsInc·
🚨 REGISTRATION IS FULL!!🚨 CONGRATS TO ALL WHO MADE IT! There are 794 companies reporting next week. By the end of this weekend you will all have a hardened system to go through every one and hand pick the very best trades available 🔥 See you there!
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Paper Gains
Paper Gains@PaperGainsInc·
30 spots left 👀
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