ProgN said:

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What could cause all three to crash on the same day

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TxAgLaw03RW said:

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Social credit score

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Yep. it mirrors China's that they use to control their population

Diversify your portfolio with some poor man's precious metals - brass and lead. Safety first.

Don't forget about (natural) graphite

Engine10 said:

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I'll fill in for Farmer today: "Fed ain't gonna raise no rates!"

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Just like I would have posted. Thanks partner! You did good!

For BTI followers, it's been a nice run over last 60 days and I do not see it slowing, but likely needs a breather. A couple of analysts have a $52.99 Price Target on BTI. I think it's $60, been saying it's $60 and staying with $60. Albeit, I wouldn't ignore those analysts and their $53 number. At a $53 price I may look at selling $60 Calls or wait. At a $60 price I'll sell 35% of the position. I'll take the profit and invest in something else. I am very over weight at $60 and would trim. It's a great stock, great investment.

I only do it on stocks that I want to own longer term, wouldn't do it just for trading but I like it as a win/win when I do it right. Either pocket a good premium or own shares at a cost basis I like longer term

UPST, TTD, SOFI and I followed 30k on MTTR today

Sold ASO 3/18 $35P for $2.51 today. I'm fine holding longer term at that price, but I'll take the premium if I don't get assigned.

Anyone else seeing this on their Twitter feed? Not sure if this is fake news but futures took a hit

🚨BREAKING🚨

Ukraine's military forces have fired mortar shells and grenades at four LPR locations, as per Sputnik

— unusual_whales (@unusual_whales) February 17, 2022

Farmer @ Johnsongrass, TX said:

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Diversify your portfolio with some poor man's precious metals - brass and lead. Safety first.

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Becoming more and more precious every day

burning sensitive documents? it is winter, perhaps it's just a fireplace?

i really hate tweets from shady accounts

sts7049 said:

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burning sensitive documents? it is winter, perhaps it's just a fireplace?

i really hate tweets from shady accounts

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They found more of Hillary's emails.

Quote:

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Nvidia Cut to Hold From Buy by Summit Insights Group

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What a crock of ***** Others are reiterating their buy recs but how can a firm downgrade a stock after that strong of a earnings report and guidance that's already trading 25% below its high. Stupid.

I often scratch my heads about stock behavior after earnings, and this is definitely no exception. Makes zero sense.

I'd bet NVDA goes green today, like TTD yesterday, because that was a great qtr and guidance. Now, if the Ruskies start shelling Kiev then all bets are off because everything is going to get hit.

OutlawAG04 said:

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Anyone else seeing this on their Twitter feed? Not sure if this is fake news but futures took a hit

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Multiple sources and video appear to confirm the mortar rounds.

Also multiple people stating that this is a common occurrence in that region.

Everything should be taken with a grain of salt though and the "Russian Bots" are very active on social media right now.

Conflicting Ukrainian Reports Sends 10 Years in a 8 Basis Range Overnight

A report from Sputnik news that Ukraine fired mortars into Luhansk, pressed 10 years to rally to 1.96,a little after 11 PM, before returning to around 2% where they are now... Blame the volatility from 2.04 to 1.96 and back to 2% again on the algos, where the conflicting headlines continue to plague a directionless market... Meanwhile we are still scratching our heads on some of the headlines concerning the FOMC minutes yesterday... Especially the comparisons to Volcker ... JPM was the latest to move from 5 hikes this year to 7 hikes... We saw the FOMC minutes more dovish from what they did not say about raising 50 than what they said.. The markets seem to agree with us as the curve is steeper again overnight..with 5 years the better performer.

WIRP continues to grind down from high 6's at the beginning of the week to low 6's now...we are still in the 4 ish camp... And we look at significant balance sheet reductions as one of the bigger tools the Fed will use...as for inflation, we sent around yesterday a good report from a Janus economist, where he said that

"The Fed and other central banks are focused on backward-looking inflation indicators, including wage growth and (adaptive) inflation expectations, rather than money trends. Even these are showing signs of peaking: NFIB small firm worker compensation plans eased in January while New York Fed consumer expected inflation measures fell "

Fed... The only similarity we see between Volcker and Powell is that they both graduated from Princeton... All Fed speakers so far, except Bullard, who speaks at 11 am today, have sounded moderate to us... With Harker and Kashkari speaking yesterday, along with Daly in a Sirius Satellite interview... They all sound slow moving, with 3-4 hikes and no 50... Odds for a 50 move have gone from 90 to less than 50/50... We are sticking with 4, and we do not expect the next round of inflation numbers to be good..

Heavy lifting has been done by the markets in front of the Fed... For those that think the Fed will be aggressive, than explain to us why they have not raised rates yet, when we have had multiple 7%+ CPI and 9%+ PPI for at least 3 months...Heck, this Fed is still doing QE and will be doing it for another month...why would anyone think they would go every meeting all year long?... Nonetheless we talked over a hour yesterday with one of our Housing experts... Who pointed out to us that since January 1 the Bank Rate Mortgage rate has gone from 3.30 to 4.23 yesterday...UP 93 BASIS POINTS...nothing has moved that much... 10 years have moved from 1.51 to 2%, up 49 basis... 5 years have moved from 1.36 to 1.88, up 52 basis... Yes mortgage spreads have moved out from about 65 to 98... Some based on the Fed reduction of what their buying of mortgages... But with the current mortgage rate moving up dramatically, we see housing slowing regardless of how slowly the Fed moves... The Heavy Lifting is already making it through the markets...

Bullard at 11 and Mester at 5 PM... We expect a range bound day with equities a tad weaker to start... Ukrainian headlines could chop the market either way, but we see no invasion today...

CincySwimmer said:

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PLTR earnings didn't seem awful yet the stock is now below $13. Red to Green today too?

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2 cent EPS miss triggered the action, but it seems like they're on track across the board. Commercial revs growing quickly and all the better, that was a huge point of emphasis for them. If they failed there the drop would have been way more aggressive. Lot more to read but so far I'm liking what I see!

Great visual here on cohort analysis vs rev growth. Yeah I'm still in

MTTR move is excessive and overdone. Company has a good future.

Then buy more and lower your cost or don't and kick your ass in 6 months because you didn't.