Bonfire1996 said:

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Get your long term hedges In place. I've heard rumblings of a 10% inflation report coming sometime in the next two months, and with the FED going ape shlt on the dot plot with two 0.50% raises likely in May and July, this whole economy is about to have its gears stripped into reverse.

The bloodbath in November was already coming. Now add near certain recession to the forecast and I cannot imagine what our country is about to look like.

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What would you see as good long term hedges? I'm always looking to try and hone to a higher level that aspect of my trading.

XSP is the smaller size SPX

FJ43 said:

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Bonfire1996 said:

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Get your long term hedges In place. I've heard rumblings of a 10% inflation report coming sometime in the next two months, and with the FED going ape shlt on the dot plot with two 0.50% raises likely in May and July, this whole economy is about to have its gears stripped into reverse.

The bloodbath in November was already coming. Now add near certain recession to the forecast and I cannot imagine what our country is about to look like.

---

What would you see as good long term hedges? I'm always looking to try and hone to a higher level that aspect of my trading.

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Lotto puts on tech that isn't profitable and built its capital structure with debt.
Sin stocks, but I wouldn't even go there.
Lotto puts on production home builders trading at 15x multiples or greater.
Morgan Stanley is going to rake. 1. Volatility 2. Margin debt that floats the interest rates higher
Citibank because they dropped salaries in firing unvaxxed and they have floating rate credit card debt.
Ford: selling every vehicle they make and Ford credit about to get juiced by rates

But most of all, Cash as a position is about to get a 2-5% return. Then Buy GOOGL on the recession dip, the best balance sheet in the world, who has just scratched the surface on how to make money on TV and cloud.

FJ43 said:

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ProgN said:

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FJ43 said:

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BrokeAssAggie said:

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bullitt said:

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Made a little a on my first option. The Q one you posted so thanks!

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We got another one, boys!

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It's addicting !!!

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"The first one's free dawg, if you want more I have to charge you".

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Brother I got to thinking during your most recent uncalled for ban camp trip.

Mods should add a red star next to names that achieve a certain level of bans. Keep speaking your mind bro!

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Funny story about my first year of actively posting on F16 which was WAY before I found this gem of a thread. I did lurk for awhile but once I opened the can, everything changed. I was mistaken in thinking I could let my emotions takeover without repercussions.

Do you remember that TexAgs sometimes posts a year in review, posts, stars, etc? Well after my first posts during that year I replied to that thread and suggested they post the number of bans. IIRC, they replied it was something similar to, " 6+ bans, impressive". I don't think I even posted for the full year. I considered it a badge of honor, lol.

Finding this thread was the best and worst thing to happen to me. With the horrible inept moderation over the past couple of years TexAgs has lost it's allure for me, except in here. I've fought off the urge to go out with an epic post that wouldn't only permaban me, but WatchOle would ban my IP address. However, this thread brought me back to my senses. I rarely post on F16 compared to how much I used to because I respect everyone and everything about this thread and I'd miss being a part of it.

Bonfire1996 said:

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FJ43 said:

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Bonfire1996 said:

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Get your long term hedges In place. I've heard rumblings of a 10% inflation report coming sometime in the next two months, and with the FED going ape shlt on the dot plot with two 0.50% raises likely in May and July, this whole economy is about to have its gears stripped into reverse.

The bloodbath in November was already coming. Now add near certain recession to the forecast and I cannot imagine what our country is about to look like.

---

What would you see as good long term hedges? I'm always looking to try and hone to a higher level that aspect of my trading.

---

Lotto puts on tech that isn't profitable and built its capital structure with debt.
Sin stocks, but I wouldn't even go there.
Lotto puts on production home builders trading at 15x multiples or greater.
Morgan Stanley is going to rake. 1. Volatility 2. Margin debt that floats the interest rates higher
Citibank because they dropped salaries in firing unvaxxed and they have floating rate credit card debt.
Ford: selling every vehicle they make and Ford credit about to get juiced by rates

But most of all, Cash as a position is about to get a 2-5% return. Then Buy GOOGL on the recession dip, the best balance sheet in the world, who has just scratched the surface on how to make money on TV and cloud.

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Thanks for the insight. Much appreciated. Now time to research those that apply.

ProgN said:

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FJ43 said:

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ProgN said:

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FJ43 said:

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BrokeAssAggie said:

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bullitt said:

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Made a little a on my first option. The Q one you posted so thanks!

---

We got another one, boys!

---

It's addicting !!!

---

"The first one's free dawg, if you want more I have to charge you".

---

Brother I got to thinking during your most recent uncalled for ban camp trip.

Mods should add a red star next to names that achieve a certain level of bans. Keep speaking your mind bro!

---

Funny story about my first year of actively posting on F16 which was WAY before I found this gem of a thread. I did lurk for awhile but once I opened the can, everything changed. I was mistaken in thinking I could let my emotions takeover without repercussions.

Do you remember that TexAgs sometimes posts a year in review, posts, stars, etc? Well after my first posts during that year I replied to that thread and suggested they post the number of bans. IIRC, they replied it was something similar to, " 6+ bans, impressive". I don't think I even posted for the full year. I considered it a badge of honor, lol.

Finding this thread was the best and worst thing to happen to me. With the horrible inept moderation over the past couple of years TexAgs has lost it's allure for me, except in here. I've fought off the urge to go out with an epic post that wouldn't only permaban me, but WatchOle would ban my IP address. However, this thread brought me back to my senses. I rarely post on F16 compared to how much I used to because I respect everyone and everything about this thread and I'd miss being a part of it.

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Prog please don't ever get perma-banned. This thread wouldnt be the same without you.

I enjoy reading the other threads here and there. Especially recruiting and Horn Tears. Game Day threads you can only laugh. Cliff jumpers galore.

As for this thread. It's special. You are an important part of that special, brother. You are often the good morning everyone sees.

Mornun Prog! In advance…..

Thanks brother and likewise. I won't facilitate a perma.

planoaggie123 said:

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Many of us appreciate your insight. I am not a day trader but I look forward to your posts and learn a lot. I have made a few long buys on them and have no regrets thus far.

I also struggle with moderation on other forums but I am trying to calm it down and learn what matters and this thread is worth not "making a point" elsewhere.

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Agreed, I have no desire to lose access to this thread. My emotions are in check so I'm good. I did not deserve that last ban though,



J/K but you know I had to post a gif.

Lots a homo going on in here tonight. Need rally ass

I hope you step on a Lego in your "get away place" barefoot.

I do like that the mods here don't say anything when I bypass the filters and put choice words in charts.

Whoever the mod is for this thread is pretty cool.

You're not so bad yourself

5:30AM EST
Traeger at 225 degrees
Brisket has sweated for an hour dry rubbed
Brisket in smoker
Whole chickens rubbed and ready
Father and sons cooking some meat.

This is why I trade

Send pics when it's finished. I'm sure they'll turn out great. Better than the Lincoln Riley saw dust. I'm sure you saw that….

As long as it's better than John Cornyn's brisket.