Talking stocks, trading, and investing in general

[brokencycle]

Just keep ******* GME, maybe the others will turn green with envy.

 

[Omega Male]

Just keep *******.

This is the deep insight I come here for.

Some thoughts on the bond rout.

Powell's Plan Has a Blind Spot And it Means Market Violence

There is a logical blind spot in the Fed's framework that will create forced selling of bonds even without changes to the Fed's balance sheet or stated hiking plans. It stems from the notion that without a defined counteracting force to inflation, the risk/reward of holding bonds when growth is tren

www.linkedin.com

 

[brokencycle]

This is the deep insight I come here for.

Some thoughts on the bond rout.

Powell's Plan Has a Blind Spot And it Means Market Violence

There is a logical blind spot in the Fed's framework that will create forced selling of bonds even without changes to the Fed's balance sheet or stated hiking plans. It stems from the notion that without a defined counteracting force to inflation, the risk/reward of holding bonds when growth is tren

www.linkedin.com

The least you could do is smash that like and subscribe button to help my reputation score.

 

[Omega Male]

Pfft, only Klout really matters.

 

[Omega Male]

Bond rout "on the other hand".

 

[jbarwick]

My ABNB play is making up for my other ****** play. Didn't get in on BMBL but will hit Roblox when it comes public in a couple weeks.

 

[jbarwick]

An interesting quick read on ARK. Concentrated illiquid positions could cause some interesting bets against them. Over my head on some of the strategies...

🐻Special Edition: Will ARK Invest Blow Up?🐻

ARK's Lack of Liquidity May Become Exposed

thebearcave.substack.com

 

[venividivicibj]

 

[Piobaire]

...

 

[brokeassp]

Great I just rolled my old employer 401k into ARKK ARKG ARKW ARKF

Hoping mommie Cathie repeats last yr's performance

 

[HRoi]

ARKK ARKG ARKW ARKF

sounds like a crow caught in a telephone line

 

[Piobaire]

I have three different CSPs expiring next Friday. Two of them are ITM and one is barely OTM. I won't be upset if I get assigned at or above my breakeven, as they're all solid stonks, but I'd rather have the cash back as I want to buy a couple of CSPs on Chewy.

 

[Omega Male]

 

[venividivicibj]

I may be wrong, but weren't companies supposed to start including info about exec salary vs average worker salary in their SEC filings?

 

[otc]

I may be wrong, but weren't companies supposed to start including info about exec salary vs average worker salary in their SEC filings?

Yeah, they do. There's usually a section called "PAY RATIO DISCLOSURE" although I don't know exactly where they have to put it. Might be in a proxy filing rather than a 10K/10Q

Here's amazon's from their most recent DEF 14A:

Of course it is kind of meaningless...Bezos pay doesn't really matter.

I assume they do a slightly better job with non-founders (e.g. attach value to annual equity/option grants).