Lol, there is a reason I trimmed my WMT position at $80.I’m a buyer on wmt once it gets to $50. How shit trading at 53x earnings with slow and steady growth forecasts when half of tech is in the 20s is considered value is truly beyond me.
I realized about 1/24th so close to my lower estimation.Sitting at +$17k on the day need to have quick consult with wife but think I'm going to dump at close. I believe there is another$25k in upside possible and that is certainly tempting, but I don't think the volatility is done this year and there will likely be more advantageous opportunities. Not a call to sell I just like to be upfront about my positioning and it's not going to give me FOMO if it moves against me, it's been a good couple years.
SPY is a little below my expectations, My AAPL and TSLA positions are really juicing it today. I will not be closing my individual stock positions.I realized about 1/24th so close to my lower estimation.
I don’t think there is really an answer to this question other than you’ll know it when you see it and it will probably feel much more panicked than the cut we just saw and half the bankers won’t be asking why the fed just cut we don’t need cuts at all.This isn’t a short term question, but when do we get to that “hard and fast cuts equal recession” pain?
Is that at the bottom of the cuts or on the way down? Just thinking ahead…
My portfolio is ready. Let’s do this.