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Posted
2 hours ago, tbone_ said:

No you aren’t. Hookers and blow.

Excuse me, Sir. This is the stonks thread.

Hookers and blow should wait until IBRX rockets to the moon. The goal is a lifetime of hookers and blow while traveling the world, not one weekend in Vegas.

  • Like 1
Posted
55 minutes ago, Coelenterate Fuccboi said:

Excuse me, Sir. This is the stonks thread.

Hookers and blow should wait until IBRX rockets to the moon. The goal is a lifetime of hookers and blow while traveling the world, not one weekend in Vegas.

I like the stonk. 

Posted

Ha. Zaslov basically ran the Warner Bros/Discovery merged company into the ground (while paying himself $100s of millions from shareholder value), and now he's effectively spinning off the pieces that are dragging down the company. And keeping the profitable areas for himself to run.

Warner Bros. Discovery to split into two public companies by next year

I don't hate him for putting so much money in his pocket but rather pointing out how boards fail to protect shareholders against strong CEOs. It's a big flaw in the public company space.

Regardless good news for shareholders that a good portion of their holdings will be separated from him.

Posted
12 minutes ago, Nice Guy Eddie said:

Ha. Zaslov basically ran the Warner Bros/Discovery merged company into the ground (while paying himself $100s of millions from shareholder value), and now he's effectively spinning off the pieces that are dragging down the company. And keeping the profitable areas for himself to run.

Warner Bros. Discovery to split into two public companies by next year

I don't hate him for putting so much money in his pocket but rather pointing out how boards fail to protect shareholders against strong CEOs. It's a big flaw in the public company space.

Regardless good news for shareholders that a good portion of their holdings will be separated from him.

He completely bumblefucked a ton of media properties that were producing revenue, just so that he could get some extra tax breaks. He's the consummate finance asshole that finally got the nod to lead, and then fucked up all their long-term value chasing get-richer-quicker schemes. It's pretty impressive 

Posted

So what’s the consensus on the next buy opportunity for palantir …. the trading multiples are so fucking stupid but the stock is going to go way higher over the next 5 years I’m pretty sure we all know that.  
 

thoughts on waiting for another dip? 

Posted

I have a trailing stop order set at 10%. Floor at $103 currently.

What shall I do with the proceeds? Duh! Load up on IBRX! (Am I doing this right?)

Ended up triggering the order to sell at $117. Felt pretty good about it for a couple of weeks. Now, I haz ragrets.
Posted (edited)
8 hours ago, Frank Drebin said:

Only people who get hurt on a rollercoaster are those who jump off.

Never heard this before, I like it.

EDIT: “Only people who get thrown up on are behind you“ is something I probably said on a boat party in 2009-2011

Edited by StassneyHorn
  • Haha 1
Posted (edited)
17 minutes ago, Coelenterate Fuccboi said:

It seems all the panic fueled maniacs have gone back in their closet. I look forward to seeing them again when the market does more market things.

So at the top of the thread there is this link to most active days. You can click on the date do the timewarp. Kinda funny to backtest a few things. 

image.thumb.png.112106f013ab43624948a2e676f8783d.png

Edited by Anastasis
  • Hook 'Em 1
Posted
44 minutes ago, Parliament said:

I’m takin’ gainz on Monday and throwing a yuuuge July 4 party for all my Surly friends.  Tell me what you want for:

food

drink

drugs

band

wimmen

No budget.  Let’s go nuts.

 

Posted
3 hours ago, Parliament said:

I’m takin’ gainz on Monday and throwing a yuuuge July 4 party for all my Surly friends.  Tell me what you want for:

food

drink

drugs

band

No budget.  Let’s go nuts.

No hookers. Would not attend.

  • Drool 1
Posted
On 6/27/2025 at 6:28 PM, StassneyHorn said:

Never heard this before, I like it.

EDIT: “Only people who get thrown up on are behind you“ is something I probably said on a boat party in 2009-2011

My wife likes to freak out about portfolio gains and losses.  I don't care much either way.  I have a long runway and probably 75% of my investments are in income producing real property and ranch property.  In the market, I just invest and forget about it.

But she loves to check our porfolio and freak out about losses.  I always think of this scene from Boiler Room when my wife texts me about a day's market losses:

Greg Weinstein: Now there’s two rules you have to remember as a trainee, number one, we don’t pitch the bitch here.


Seth Davis: What?


Greg Weinstein: We don’t sell stock to women. I don’t care who it is, we don’t do it. Nancy Sinatra calls, you tell her you’re sorry. They’re a constant pain in the ass and you’re never going to hear the end of it alright? They’re going to call you every fucking day wanting to know why the stock is dropping and God forbid the stock should go up, you’re going to hear from them every fucking 15 minutes. It’s just not worth it, don’t pitch the bitch.

Posted
1 hour ago, Frank Drebin said:

My wife likes to freak out about portfolio gains and losses.  I don't care much either way.  I have a long runway and probably 75% of my investments are in income producing real property and ranch property.  In the market, I just invest and forget about it.

But she loves to check our porfolio and freak out about losses.  I always think of this scene from Boiler Room when my wife texts me about a day's market losses:

Greg Weinstein: Now there’s two rules you have to remember as a trainee, number one, we don’t pitch the bitch here.


Seth Davis: What?


Greg Weinstein: We don’t sell stock to women. I don’t care who it is, we don’t do it. Nancy Sinatra calls, you tell her you’re sorry. They’re a constant pain in the ass and you’re never going to hear the end of it alright? They’re going to call you every fucking day wanting to know why the stock is dropping and God forbid the stock should go up, you’re going to hear from them every fucking 15 minutes. It’s just not worth it, don’t pitch the bitch.

bernie-madoff-talking-about-market-makin

  • Haha 1
Posted

I thought this was the tread where markets are falling?  

The excitement and glee that is getting back to where Biden handed off the market is indeed fascinating to me.  You would have thought that the market actually had risen dramatically?  I definitely lost some of my unreal early gains betting against Trump's tariffs, and the taco trade has been very strong.  It will be interesting for me to see the number of trade deals that will be on the books after the July 4th weekend?  But you will most likely not hear much talk from the administration on actual progress, beyond proclamations of success with unsigned deals.   

 

The S&P closed out January up 2.7%, today the S&P is up 4.96% for the year... so kicking ass right?

 

 

Posted

finally had a sell order executed on BE.  I bought it like 5 years ago.  it would jump every 6 months then slowly peter out.  had to watch it go down into maybe 60% loss territory or something again.  i had two consecutive 60 day limits up.  it executed at the end of the second one.  i'm out, up by a percent or two for the whole thing.  feels good to just get my money back on this one.

Posted
1 hour ago, horn4life said:

I thought this was the tread where markets are falling?  

The excitement and glee that is getting back to where Biden handed off the market is indeed fascinating to me.  You would have thought that the market actually had risen dramatically?  I definitely lost some of my unreal early gains betting against Trump's tariffs, and the taco trade has been very strong.  It will be interesting for me to see the number of trade deals that will be on the books after the July 4th weekend?  But you will most likely not hear much talk from the administration on actual progress, beyond proclamations of success with unsigned deals.   

 

The S&P closed out January up 2.7%, today the S&P is up 4.96% for the year... so kicking ass right?

 

 

too simplistic.  it's a market of a hundred million moving pieces.  don't be tricked into thinking credit/blame is any specific thing or person.  you're too invested on politics and insist on seeing stuff through that lens.

  • Hook 'Em 3
Posted
1 hour ago, BehoId, The Underminer! said:

too simplistic.  it's a market of a hundred million moving pieces.  don't be tricked into thinking credit/blame is any specific thing or person.  you're too invested on politics and insist on seeing stuff through that lens.

I think chaos for the sake of chaos and insider trading is the issue. Stable gains were too slow for some people. 

Posted
1 hour ago, BehoId, The Underminer! said:

too simplistic.  it's a market of a hundred million moving pieces.  don't be tricked into thinking credit/blame is any specific thing or person.  you're too invested on politics and insist on seeing stuff through that lens.

For me seeing a 2.7% gain in a month, and and average of .45% increases for 5 months has nothing to do with politics.  It more my confusion with the glee of a pace of 6% annual returns that has me scratching my head.  Back to even... is not political, it's math.  

Hard to say tariffs (political) are not a big part of the uncertainty, so yes, politics are necessarily part of the calculation.   But simply stating that we are not going to have the deals promised is well, is simply accurate math.  This market could still run more, as FOMO and TACO are powerful forces.  

If you jumped in when the market collapsed, then you are kicking ass.  But would you be jumping in bigly now looking forward? 

 

30 minutes ago, BehoId, The Underminer! said:

also true.   i've no doubt that people are trading off the "tariffs on/tariffs off" pattern.  you know about that 30 minutes ahead of time and you make millions.

I would say that the most likely probability, is that the members of this administration have made more money in a shorter period of time than any in our nation's history.   What would be most useful is to knowing the timing of the retreats on tariff policies, as that is where the real money has been made.  Unless you shorted before liberation day, like me.  

 

it will be interesting to see how it will all play out.  I certainly did not think the TACO trade would be so consistent.  I really thought the administration was going to stick to it's guns more. 

I will be very curious to see if tariff tax rates, indeed do bounce back to liberation day, for all those who do not have signed trade agreements? Or will it be another episode of the TACO series?  Seems like the market is betting on TACO pretty strongly.

 

 

Posted
23 minutes ago, horn4life said:

I will be very curious to see if tariff tax rates, indeed do bounce back to liberation day, for all those who do not have signed trade agreements? Or will it be another episode of the TACO series?  Seems like the market is betting on TACO pretty strongly.

The market wants to be high because the market wants to be high, I guess.  

Trump is doing his best to be friendly with Canadians by asking them to give us their country, which is really complementary when you step back and think about it. I have it on good advice that we don’t need Canada and Canada is entirely dependent on us.    Why waste time thinking about that when the market is doing so well?

Snark aside, I look forward to July 10.

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