Investing General Discussion

Looks like QQQ is at the low right now so it still most likely hasnt found any sort of bottom yet. I think there are a couple of macro factors to watch right now.
1. Putin put 200k soldiers into this move. That is probably 5x the amount needed. Does he stop at Ukraine?
2. I think number one can be influenced by the West's reaction. if they fail to hit hard with something like SWIFT access denial he might be emboldened to look at places like Poland. Or The West uses SWIFT as the punishment if he moves beyond Ukraine.

Im not getting political beyond the macro impacts. In my opinion this is the biggest factor to consider. In the global scope of things, Ukraine doesnt really matter to the markets. A move beyond Ukraine into the EU is life changing.

Jysin said:

If Putin decides to attack any NATO country, we have far bigger issues at hand. Short of Putin having dementia and completely insane, I can't see that happening as the act of attacking any NATO country immediately draws all NATO countries into war with Russia.

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NATO is a paper tiger. Its not the 80's any more.

Blazin Jysin You guys are the technical gurus. What happens the first 30 minutes of trading. Do we flush and recover, flush cover and then really flush, or do we just flush and keep flushing?

Right now GOOGL is down around Aug levels.
NVDA around Oct/Nov levels
PLTR below Day 1 direct listing price
MSFT around July price
AAPL around January 2022 low
FB at May 2020 price
AMZN still hasnt touched the Jan pre-earnings low

Aldarion said:

I dunno if this belongs in the loss porn thread but somebody may have already done their bargain shopping yesterday

I get that this is ok, theyre all stocks I'm happy to hold for a long time. But as an OCD bargain shopper in all areas of life, feels bad man.

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Dont sweat it. Just look forward. This too shall pass.

I dropped in 6 orders and so far not bit as we did that insta move upwards on the open. Lets see if it reverses at some point.

We have cut almost half that opening bell loss already. Looks like lots of money has realized Ukraine isnt actually that important to the US for now.

The orders I dropped in

Looks like the 1st wave of buyer exhaustion setting in.

PLTR green?

Sanrith Descartes said:

It's talked about often here, on both sides of the equation, but valuations are becoming meaningful again. Remember the market is forward looking so the adjustments being made to share prices are a combo of rate hikes which make borrowing more expensive for companies and revenues coming back to "normal" for some companies as we wind down Covid.

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This is a helpful perspective for me. Obviously COVID profits can't last forever (everyone at home + free money). I would've been much better off to use my IRA's to play the COVID bumps and gtfo when the market started showing weakness. Bc, as you say, the market is forward looking. The market took their profits in Nov/Dec and started looking elsewhere.

I stayed where I was and I'm down 25% across all my shit. Crypto's down 50%. Luckily I'll still have money to throw in every month.