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UTGrad98

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Everything posted by UTGrad98

  1. Would be cool if Vegas announced a 4 point adjustment to all future conference game spreads going against OU USC UCLA and Texas due to internal officiating biases they have found.
  2. The election is Nov 8th. Next fed meeting is Nov 1-2. Early voting has started in parts of the US. My gut tells me fed talk will be more subdued until after the election. There is probably some not so subtle conversations going on from the admin to the fed and why wouldn't they. Being wrong on this will not be great for my portfolio but thats where my mind is. Regardless I am taking profits again if the market approaches the 200 day moving average as that is where the summer rally fizzled and my personal opinion is this is another bear market rally we have started. I'm still on the don't fight the fed bandwagon. And sitting on the sidelines in any capacity will now be netting you 4-5% over the next year. Just to rant, I'm still pissed at reading for decades how a 60/40 portfolio stocks and bonds is a nice hedge for a downtown. The bond funds I had in my 401k were down 9% when I moved that portion back into stocks. Never again. Going forward I am either stocks or cash for the rest of my life. There will be no bonds in my portfolio. Why would I if I view that percent of my retirement as conservative. Full disclosure I was 80/20 when I made the move. Everyone who pushes bonds can get fucked. What is their use?
  3. There were never going to be many winners in 2022 and probably not many in 2023. It's all about your portfolio surviving right now as small caps are the first to go in downturns. You could throw a dart and pick a winner in the last half of 2020 and all of 2021. We are paying for that now.
  4. As long as you don't need that $86 then yes
  5. Texas - 2.5. Seems fucky
  6. I have been reading about the 73-74 bear market and so far this market is following it pretty close. If it continues this will be the last bounce up to around the 200 day moving average... Actually higher if you follow it exactly and then the recession hits early next year and we reach new lows. It's pretty uncanny actually. And really today makes sense because this was going to be the last worst news in terms of year over year inflation being around 8%. Nov reading in 2021 is when inflation went off the rails. Add in that we traditionally have a Santa rally and yea my bet would be we go to spy 415-430 over the next 2 months then either we get a recession and drop to spy 300ish or we don't have a recession and then who the fuck knows where we go. I'm really curious to see if my 9 months of following the market closely has taught me anything. And yes I put my money where my mouth is and got in a decent chunk of cash at around spy 355.
  7. Human beings are the worst.
  8. This seems about right. Classic trap game. Coming off an all time beat down to ou and looking ahead to Okst.
  9. Even better the second time
  10. UTGrad98

    49-0

    Let's see what happens on the road against OK St before we starting sucking each other off.
  11. I watch so much more football after Texas wins.
  12. Do you think he is already fired?
  13. My ptsd has me counting down the clock
  14. Thank you for patronizing me.
  15. Extreme excess and irrational exuberance followed by 40 year inflation, war and supply side constraints caused by covid.
  16. After the ethereum merge a week ago looks like some dude copied his ethereum transaction of 200 coins from some old eth fork network to the new network and it went through so that seems like good news. Eth price dropped 20% as soon as it was caught. https://www.coindesk.com/tech/2022/09/19/ethereum-pow-sees-replay-exploit-for-200-ethw-days-after-rocky-start/
  17. I haven't thought about when a circuit breaker would trigger since we had that little pull back in March 2020. Dow down a cool 1300 so far.
  18. That's because jp Morgan is the only bank expecting we hit an all time high in the s and p by years end at 4900. I assume they are positioned as such.
  19. Cpi 8.3% even with gas coming down. https://www.cnbc.com/2022/09/13/inflation-rose-0point1percent-in-august-even-with-sharp-drop-in-gas-prices.html
  20. Would have been more noteworthy if we found out Carlsen had been cheating this entire time.
  21. Picture doesn't make sense. And they were US marshals.
  22. It could break the skin. It could lodge under the skin and cause a very bad infection
  23. Im disappointed the pic of the hot fsu chick they've showed like 4 times hasn't been posted.
  24. The Georgia Oregon game doesn't inspire confidence. We need to work on snapping the ball inside 5 seconds on the play clock all week.
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