Big Phoenix
Pronouns: zie/zhem/zer
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Investing General Discussion
- Thread starter Furious
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Guest, did you like the last podcast notification?? Well here's the second one, and for the third podcast! Yep. This Thursday 8-8-24 at 7pm Central
Go here to check out his podcast thread for info on topics and links!Go into the FoH discord and find the Happy Time Fun Hour channel and give it a listen!
Palum
what Suineg set it to
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Court upholds blockbuster $267 million legal fee award in Dell lawsuit
WILMINGTON, Delaware (Reuters) -Five law firms should receive $267 million in legal fees for obtaining a $1 billion settlement for shareholders of Dell Technologies, the Delaware Supreme Court ruled on Wednesday, rejecting arguments that the payment was a windfall.
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Google looks to be right at the base of its upward channel. We interested in a trade here or too much regulatory risk?
Blazin
Creative Title
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Mist
Eeyore Enthusiast
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Right, the adjusting past jobs numbers don't actually change the current demand and debt data.
If anything, it shows that demand has held up despite there being less jobs than they thought?
I still think all these jobs numbers are nonsense in the modern economy. There's >13 million Americans who make more than fulltime job money just posting shit on the internet. Then there's gig workers. Neither of these classes of workers existed previously.
If anything, it shows that demand has held up despite there being less jobs than they thought?
I still think all these jobs numbers are nonsense in the modern economy. There's >13 million Americans who make more than fulltime job money just posting shit on the internet. Then there's gig workers. Neither of these classes of workers existed previously.
Blazin
Creative Title
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What a rally, don't see something like this very often. Still holding SPY, so far any profit taking I've done has been wrong. It's tempting to sell today or tomorrow but it has a lot of momentum now and it's tempting to want to hold on for a run at 600
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The_Black_Log Foler
PalsCo CEO - Stock Pals | Pantheon Pals
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RKLB is crushing it. Neutron (Neutron | Rocket Lab) is going to be a huge deal. It will be a direct competitor to falcon 9.
It will drive some competition on ability, timing and launch trajectory.
The US govt is the largest procurement of launches in the world and they don’t like having a single source launch provider. It’s too risky for them. And with ULA doing so horrible and Northrop not doing very hot, there is a chance (hard one) that SpaceX and RKLB could end up as their top 2 choices.
Neutron will also provide a launch platform for RKLB sats. Their electron launch platform is too small to launch their own sats. For example, RKLB’s mars mission sats are going up on a blue origin rocket (
).
Beck said he believes that 50% of neutron launches will be for their satellites and satellite customers. So that also gives them a leg up on end to end cost since they control more of it.
As a disclaimer this isn’t really my own analysis but that of a friend who works in the industry. I plan on expanding my RKLB position if it pulls back some. I think the future is promising for them over the next 3 years.
It will drive some competition on ability, timing and launch trajectory.
The US govt is the largest procurement of launches in the world and they don’t like having a single source launch provider. It’s too risky for them. And with ULA doing so horrible and Northrop not doing very hot, there is a chance (hard one) that SpaceX and RKLB could end up as their top 2 choices.
Neutron will also provide a launch platform for RKLB sats. Their electron launch platform is too small to launch their own sats. For example, RKLB’s mars mission sats are going up on a blue origin rocket (
).Beck said he believes that 50% of neutron launches will be for their satellites and satellite customers. So that also gives them a leg up on end to end cost since they control more of it.
As a disclaimer this isn’t really my own analysis but that of a friend who works in the industry. I plan on expanding my RKLB position if it pulls back some. I think the future is promising for them over the next 3 years.
Gravel
Mr. Poopybutthole
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I always have to remind myself that we had crazy stretches like in the 90's where you had way bigger years than this 5 years in a row (38%, 23%, 33%, 28%, 21%).
Anything is possible.
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Palum
what Suineg set it to
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Sanrith Descartes
You have insufficient privileges to reply here.
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That 90s boom was fueled by what though? Falling interest rates. Rising domestic productivity due to finally seeing the benefits of personal computers that eventually lead into the dot com bubble. And pretty extreme deflationary pressure from the explosion in Asian manufacturing.
not saying we won’t see the same thing again but it sure doesn’t seem like we have that many positive catalysts lined up at the moment.
not saying we won’t see the same thing again but it sure doesn’t seem like we have that many positive catalysts lined up at the moment.
Gravel
Mr. Poopybutthole
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There's also
31%, 18%, 28% from 2019 - 2021
21%, 23%, 6%, 32%, 19% from 1982 - 1986
21%, 23%, 19%, 39% in the 1942 - 1945 WWII years
10%, 29%, 5%, 27%, 25%, 11%, 37%, 47% from 1921 - 1928
And tons of 15-25% back to back years that I didn't want to add.
I'd say the actual difference now is that in most of those years (I imagine, at least for dotcom though) is that it was spread among a ton of companies across the economy. This one (AI boom? maybe just tech) is being driven by like a dozen companies total.
31%, 18%, 28% from 2019 - 2021
21%, 23%, 6%, 32%, 19% from 1982 - 1986
21%, 23%, 19%, 39% in the 1942 - 1945 WWII years
10%, 29%, 5%, 27%, 25%, 11%, 37%, 47% from 1921 - 1928
And tons of 15-25% back to back years that I didn't want to add.
I'd say the actual difference now is that in most of those years (I imagine, at least for dotcom though) is that it was spread among a ton of companies across the economy. This one (AI boom? maybe just tech) is being driven by like a dozen companies total.
Rod-138
Trakanon Raider
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I know you guys don’t care about the safer side of investing due to your age / more aggressive holdings, but my days of finding 5% cds for old people are long gone and I’m now struggling to find 5% individual bonds through reputable companies, but there are a few left. (Talking 1-3 year duration)
Theoretically, what will benefit from a continually declining interest rate on the safer side of a portfolio? Maybe dividend stocks and the energy sector which has gotten shit on for a while now.
On the aggressive side I like the mid small caps finally having their year potentially, but you have to be a wild man to pick them individually.
take all of this with the caveat that I’m barely right more than I am wrong ! G.L.
Theoretically, what will benefit from a continually declining interest rate on the safer side of a portfolio? Maybe dividend stocks and the energy sector which has gotten shit on for a while now.
On the aggressive side I like the mid small caps finally having their year potentially, but you have to be a wild man to pick them individually.
take all of this with the caveat that I’m barely right more than I am wrong ! G.L.
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