The Calendar that worked.ProgN said:"Fly MFer, Fly MFer, Fly"BREwmaster said:ProgN said:
Well that explains the TTD sell off
Confession time: bought a call on the dip this morning for the hell of it, (looked like clean reversal and put volume evaporated, now up bigly!)
12% is the number that came out of the Atlanta Fed. and that was the peak, but the point still stands. That's billions of dollars that was added to the US economy just through that one program. Where do you think the money went? Because I think it went into a variety of investments from stocks to rental homes etc that have been a demand side driver of inflation.Diggity said:might be just a little bit of hyperbole here.Sully Dog said:
Absolutely there is a demand side element to this. 12% of US homeowners spent two years not paying their mortgages. Student loans still don't have to be repayed. We handed out billions in "child credits" We lowered interest rates to effectively zero. Where do you think the money went?
at it's peak it was close to that % but the numbers dropped pretty quickly.
Currently we're at around 2.5%
Diggity said:
I think you're vastly overestimating the sophistication/means of the average mortgagee that entered a forbearance program.
The article I quoted above states that over 50% of homeowners in the program are FHA/VA borrowers (which makes up roughly 20% of the total mortgage pool)
it varies but most of the programs I've read about add the missed payments to the end of the loan. They typically have a defined forbearance period that expires.Talon2DSO said:Diggity said:
I think you're vastly overestimating the sophistication/means of the average mortgagee that entered a forbearance program.
The article I quoted above states that over 50% of homeowners in the program are FHA/VA borrowers (which makes up roughly 20% of the total mortgage pool)
School me on this forbearance but I believe they will likely owe the entire amount in forbearance rather than having payments as though nothing ever happened. I doubt it's a "don't pay until you can" situation.
if i were to fade this, probably would be at 4500-20 tbh
— chika (@chikatrades) February 16, 2022
4480 some resistance but not too much$ES_F
MSFT exploded after ER. It faded hard though because of the macro marketSaltyag15 said:
So we betting that NVDA explodes on good earnings now? Or does it get the MSFT treatment? I hate earnings.
Maybe the day before. It had some very messed up daily candles late Jan.Saltyag15 said:
Maybe I'm getting MSFT confused with someone else. I thought I remember buying them on a 6% dip right after they released earnings. Then they recovered quickly. But I may be wrong.
$MTTR Reports Q4 -$0.10 v -$0.10e, Rev $27.1M v $25.2Me (Matterport Inc)
— TradeTheNews.com (@Trade_The_News) February 16, 2022
- Guides Q1 -$0.15 to -$0.13 v -$0.09e, Rev $25.5-27.5M v $32.3Me
- Guides initial FY22 -$0.52 to -$0.47 v -$0.30e, Rev $125-135M v $157Me
- Subscription rev $16.5M, +32% y/y
Matterport Q4 EPS $(0.10) Misses $(0.09) Estimate, Sales $27.10M Beat $25.13M Estimate, Total Subs Up 98% To 503K $MTTR
— PSK2329 - JHC (@psk2329) February 16, 2022
MSFT dipped to 270 after ER and rallied back over 300 after the conference call. The big moves happened outside of regular trading hours, so won't show on the daily candles.Irish 2.0 said:Maybe the day before. It had some very messed up daily candles late Jan.Saltyag15 said:
Maybe I'm getting MSFT confused with someone else. I thought I remember buying them on a 6% dip right after they released earnings. Then they recovered quickly. But I may be wrong.
But on ER day it closed at 288.50 and opened the following day at 308
Luck is all you need sometimes. As long as it didn't break that 350.70, it was worth a gamblemc_shipman said:
I might have gone ahead and bought the $QQQ Friday 360c this morning at $.56 and sold them at $1.30. Chalk one up to sheer dumb luck.
NVIDIA Q4 Adj. EPS $1.32 Beats $1.22 Estimate, Sales $7.64B Beat $7.42B Estimate $NVDA
— PSK2329 - JHC (@psk2329) February 16, 2022
McInnis 03 said:
NVDA to 250 before a bounce......
GO TO ZERO *****!!!Irish 2.0 said:
Because I'm long NVDA on those 4/18 250C here, I took NVDA 2/18 260P as a small hedge on the ER. I'll be ecstatic if it goes to zero
$NVDA pic.twitter.com/cunl0fr6QO
— *Walter Bloomberg (@DeItaone) February 16, 2022
NVIDIA Sees Q1 Revenue $8.1B +/- 2% vs $7.29B Est. $NVDA
— PSK2329 - JHC (@psk2329) February 16, 2022
