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2022 Trading Thread 2022 Trading Thread

04-23-2022 , 12:32 AM
bought May 13 61.5 XHB puts
2022 Trading Thread Quote
04-23-2022 , 06:22 AM
Quote:
Originally Posted by bursito
how is SEAS at an all time high and the only puts I bought like how the hell did I manage to pick the one company that's just refusing to go down
Amazing you pick a reopening stock considering almost every tech stock is at your disposal.
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04-25-2022 , 01:12 PM
Sold all but 1 of the Tesla puts for a small gain. Gonna roll that into different puts somewhere. Maybe spy
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04-25-2022 , 02:16 PM
Does it make sense to pick up some TWTR calls for a quick hit? Seems like it should be moving up to 54 soon enough. Or is the Musk factor too much variance.

Got even on that GME debacle by closing out DWAC 30 puts today. Will keep a couple for the lolz.
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04-26-2022 , 10:03 AM
Quote:
Originally Posted by coordi
Sold all but 1 of the Tesla puts for a small gain. Gonna roll that into different puts somewhere. Maybe spy
These are up 50% today lol. Can’t make it up. Ended up rolling into ~90 dte 385 spy puts
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05-02-2022 , 06:53 PM
I'm still holding NTR lets see if it hits new highs this week

new guidance out just now is jaw dropping

Adjusted net earnings per share

low 16.20

high 18.70

guidance given in feb 2022

low 10.20

high 11.80
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05-03-2022 , 01:51 PM
Quote:
Originally Posted by bursito
I'm still holding NTR lets see if it hits new highs this week



new guidance out just now is jaw dropping



Adjusted net earnings per share



low 16.20



high 18.70



guidance given in feb 2022



low 10.20



high 11.80
The company profile on TD is one of the funniest I have seen. "The company operates approximately two phosphate mining and processing facilities in the United States of America."

I typed this using approximately two hands
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05-04-2022 , 03:21 PM
I'm selling more equity positions right now that I ever have in a single day thanks to this obvious exit pump. Whale algos don't work on me no more.
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05-04-2022 , 05:49 PM
Quote:
Originally Posted by A_C_Slater
I'm selling more equity positions right now that I ever have in a single day thanks to this obvious exit pump. Whale algos don't work on me no more.
Scratching my head at this market....
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05-04-2022 , 05:58 PM
Whiplash imo. Just out for retail blood.
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05-04-2022 , 06:48 PM
Been watching crude oil closely. needs to take out 109 area resistance then it's off to races. It's a perfect triangular consolidation on monthly charts. The direction off the tip of this triangle will tell next direction. On USO it is 82's area. Don't see these kind of long clean triangles often.
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05-05-2022 , 11:29 AM
Quote:
Originally Posted by coordi
Whiplash imo. Just out for retail blood.
*whip noises*
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05-05-2022 , 12:18 PM
nice call on that... It's pretty crazy how much turnover I'm seeing across portfolios
almost all my personal money is in o&g for now, complete 180 from all the cleantech of 2020
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05-05-2022 , 01:55 PM


i'm betting the fed will engineer another crisis soon so they can start printing money again. bonds are getting rekt
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05-05-2022 , 02:00 PM
worst start to the year for us treasuries since george washington was president!
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05-05-2022 , 02:01 PM
Quote:
Originally Posted by coordi
*whip noises*
SPX returns basically flat for the week, 2 months and year over year. Must be nothing going on
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05-05-2022 , 03:09 PM


the financial system is collapsing. the fed may have to pivot again this month
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05-05-2022 , 03:17 PM
2s 10s and 30s all about to take out their 2018 high yields. belly of the curve already there

this will lead to an avalanche of forced selling by all the big bond funds and pretty soon the us government and corporates won't be able to pay their debts

fed will have to start qe again within weeks
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05-05-2022 , 04:20 PM
I tried so hard and got so far...
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05-08-2022 , 02:04 PM
Quote:
Originally Posted by Jupiter0
Been watching crude oil closely. needs to take out 109 area resistance then it's off to races. It's a perfect triangular consolidation on monthly charts. The direction off the tip of this triangle will tell next direction. On USO it is 82's area. Don't see these kind of long clean triangles often.
Makes sense but those China lockdowns no joke, need that to end

Also, I do think we may be getting pretty close to some demand destruction in the US....Avg unleaded cost is like $4.30 right now after the brief downturn in April
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05-08-2022 , 02:05 PM
Thoughts on the sports betting stocks? They've been killed

DKNG still looks cheap, legalization gonna start to take off in many of these states now that COVID is on the backburner and I'm sure a lot of politicians gonna have their cousins wifes mother buying em up at a beaten down $13 a share.
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05-08-2022 , 07:24 PM
Quote:
Originally Posted by Onlydo2days
Thoughts on the sports betting stocks? They've been killed

DKNG still looks cheap, legalization gonna start to take off in many of these states now that COVID is on the backburner and I'm sure a lot of politicians gonna have their cousins wifes mother buying em up at a beaten down $13 a share.
I have followed the industry pretty closely. No reason to think any of them will ever be profitable. Look up the Wynn CEO's comments about why he was trying to sell the online unit.

I didn't look at DKNG's results that just came out but the quarter before that they spent more on marketing that revenue. Just insane numbers.
2022 Trading Thread Quote
05-08-2022 , 07:31 PM
Quote:
Originally Posted by Onlydo2days
Thoughts on the sports betting stocks? They've been killed

DKNG still looks cheap, legalization gonna start to take off in many of these states now that COVID is on the backburner and I'm sure a lot of politicians gonna have their cousins wifes mother buying em up at a beaten down $13 a share.
It is trading around 7x sales and operating at quite a loss.

Might be a while before potential future sales growth with negative eps is popular again.
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05-08-2022 , 07:40 PM
Quote:
Originally Posted by BrianTheMick2
It is trading around 7x sales and operating at quite a loss.

Might be a while before potential future sales growth with negative eps is popular again.
And that's where you're headed, a billion dollar valuation. Unless you take bad advice, in which case you may as well have come up with a chain of very successful yogurt shops. When you go fishing you can catch a lot of fish, or you can catch a big fish. You ever walk into a guy's den and see a picture of him standing next to fourteen trout?
- Sean Parker
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05-09-2022 , 03:37 PM
i need to start watching tv again when they start crying for bailouts and money printing that's the sign
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