FrioAg 00 said:

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I'm guessing info is getting out about how the bailouts are going to work

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"If you have less than $4 Billion in Cash, you get a bailout!"

brd79 said:

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Why are all the airlines skyrocketing except for Southwest?

Besides the fact that I own LUV? FML.

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I'm right there with you...

Ragoo said:

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gougler08 said:

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SPY is actually moving somewhat normally today...not sure what to do with this

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would like to see buys back over 241

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now imma get greedy, to the mooooon

All A&M said:

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Everything has been hit, but REITs have been hit the hardest. Their revenue will be way down due to social distancing and tenants not able to pay. Even more damaging is that many of the small tenants will just close up shop. It will take a long time for REITs to recover.

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Not all REITs are the same. Finding ones that may be immune to the above is key. Usually, all REITS drop and buying the ones before others figure it out would be good. I am hoping others can help here.

One that didn't drop much is EQIX - basically a data storage REIT

Others to consider - WELL - health care - someone mentioned that nursing care could get hit with few likely wanting to take their place, but I am not too concerned on that.

WPC - is pretty much a build to suit with a long lease and lease to own type REIT - think manufacturing plants, HQs for large companies - can spell a picture that they suffer, but I would take them over retail or multi tenant office building.

If the VIX can get under $58 today, that would be a good sign

Every knee shall bow and every tongue shall confess

Airlines, casinos, hotels, and cruise lines all up 20% still and climbing

FSLY been on a good tear last week or so...

Hit $10.65 now back to almost $19

Remember when PENN was $3.80/share Wednesday?

In an out of SPY 240c. +1300 the last two days and I am out of short term trades for the week. Clawing back to even is the goal for the year.

AggiePeeps06 said:

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It's the Big Short Sequel but this time coronavirus was the spark

https://www.wsj.com/articles/financial-engineering-made-risky-loans-seem-safe-now-they-face-a-huge-test-11584702000

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Couldn't read it, but are any of the 2-4 true folks that figured 2008 out predicting this?

If they are, then I would be worried. Otherwise, this type of article can be found every time we think a recession is coming.

Harkrider 93 said:

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AggiePeeps06 said:

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It's the Big Short Sequel but this time coronavirus was the spark

https://www.wsj.com/articles/financial-engineering-made-risky-loans-seem-safe-now-they-face-a-huge-test-11584702000

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Couldn't read it, but are any of the 2-4 true folks that figured 2008 out predicting this?

If they are, then I would be worried. Otherwise, this type of article can be found every time we think a recession is coming.

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There's no question that a recession is coming. I'm more worried about a depression.

OverSeas AG said:

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when you say "Data Storage REIT" does that mean they invest in properties that are basically Data Centers?

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yes

WYNN has shot up. I bought a bunch at 55 the other week and thinking about dumping it and getting back in on the next big drop

khaos288 said:

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I got the 35p for 1.09 and the 45c for 1.39.

Definitely should have waited 10 minutes for the calls lol

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How in the hell are the calls down 5% and the puts down 60%....I hate this game.

I've been looking at HASI. Per the write up...they provide capital and services to the energy efficiency, renewable energy, and other sustainable infrastructure markets in the United States. The company's projects include energy efficiency projects that reduce a building's or facility's energy usage or cost through the use of solar generation, including heating, ventilation, and air conditioning systems, as well as lighting, energy controls, roofs, windows, building shells, and/or combined heat and power systems.

Will look into EQIX. Thanks!

khaos288 said:

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khaos288 said:

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I got the 35p for 1.09 and the 45c for 1.39.

Definitely should have waited 10 minutes for the calls lol

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How in the hell are the calls down 5% and the puts down 60%....I hate this game.

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IV is decreasing today because we haven't had huge gaps the last 2 days.

PENN over $10. Go Pres Go!

I work in the financial services industry. I am getting a ton of emails from financial firms (have retail and institution clients) like American Funds, Goldman Sachs, etc.

One email mentioned that they are hearing there is a big push to make Saudi Arabia and Russia to negotiate a deal ASAP.

I said the above because while it is still a rumor, these companies don't send something that is an internet rumor.

It also doesn't mean anyone is really trying or that either country will make a deal.

Curious if anyone is hearing the same from good sources.

fightintxag13 said:

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khaos288 said:

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khaos288 said:

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I got the 35p for 1.09 and the 45c for 1.39.

Definitely should have waited 10 minutes for the calls lol

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How in the hell are the calls down 5% and the puts down 60%....I hate this game.

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IV is decreasing today because we haven't had huge gaps the last 2 days.

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Volatility crush, this is why I'm very hesitant to buy options right now. I think I'd rather find long term investment targets and sell puts on those to collect the high premiums.

ehrmantraut said:

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Remember when PENN was $3.80/share Wednesday?

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O wow!

What in the hell is going on with the casinos and cruise lines? Why the big rally?

They were priced in? It is puzzling.

Hello LADR...

Saw where Goldman revised GDP for Q1 from 0 to -6% and Q2 from -5% to -24%.

anyone selling friday expecting news to dump the market monday or hedge with SPY puts?

I just sold mgm to take 35% off the table and get back into cash. Seems like more and more states are doing a full closure.

I know with PA and CA closing states scares us in construction in tx.

Prognightmare said:

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I don't like pot stocks but some here do

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TLRY

Manic called this one

fightintxag13 said:

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khaos288 said:

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khaos288 said:

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I got the 35p for 1.09 and the 45c for 1.39.

Definitely should have waited 10 minutes for the calls lol

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How in the hell are the calls down 5% and the puts down 60%....I hate this game.

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IV is decreasing today because we haven't had huge gaps the last 2 days.

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They're a week out expiry. Sorry forgot to mention that.

I've got 3/31 SPY 210p that I bought earlier this week, and I'm not bailing on them. I think the number of infections is going to really jump this weekend, and more states are going to do what CA and PA are doing. Gonna take some profits on some stocks today.

Harkrider 93 said:

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I work in the financial services industry. I am getting a ton of emails from financial firms (have retail and institution clients) like American Funds, Goldman Sachs, etc.

One email mentioned that they are hearing there is a big push to make Saudi Arabia and Russia to negotiate a deal ASAP.

I said the above because while it is still a rumor, these companies don't send something that is an internet rumor.

It also doesn't mean anyone is really trying or that either country will make a deal.

Curious if anyone is hearing the same from good sources.

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Trump mentioned in his daily briefing yesterday that we are working on something in regards to the above...

The market being up today makes no sense. Things haven't gotten better, no cure on the horizon, no economic stimulus agreed on yet. All I can figure is some profit taking going on

Buying far OTM strangles on the day VIX hit all time high, the day before quad witching Friday, has low probability of success.

Very positive news on Treatment of the virus came out yesterday. So moot