Recent comments in /f/wallstreetbets

VisualMod t1_j9im8g2 wrote

Reply to The SEC is going to track EVERY stock trade by postonrddt

User Report
Total Submissions 1 First Seen In WSB 4 minutes ago
Total Comments 0 Previous Best DD
Account Age 6 years [^scan ^comment ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_comment&message=Replace%20this%20text%20with%20a%20comment%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20comment%20and%20correct%20your%20first%20seen%20date.) [^scan ^submission ](https://www.reddit.com/message/compose/?to=VisualMod&subject=scan_submission&message=Replace%20this%20text%20with%20a%20submission%20ID%20(which%20looks%20like%20h26cq3k)%20to%20have%20the%20bot%20scan%20your%20submission%20and%20correct%20your%20first%20seen%20date.)
1

DesmondMilesDant OP t1_j9ijx1s wrote

Reply to comment by Moist_Lunch_5075 in Wall Street Newsletter S02E07 : Why is there such a disconnect b/w Stock and Bond market? by DesmondMilesDant

Wow 20yrs. I cannot even imagine the craziness you went through dotcom when Erp went below 0 towards negative.

And yes i agree. Market can remain irrational. I thought the top in SPX was done around $4k back in Nov. But god it went sideways and then to $4.2k. Lot of my friends who trusted on my Jan high Vix got rekt coz they had puts not etfs like me. I still feel sad because of it.

And yah you're right. Ukraine war just dragged the inflation higher due to supply shocks. Otherwise fed funds of 3.4% would have been sufficient enough with QT. Enter Zoltan pozsar. Had i not come across his newsletters about structural inflation due to multipolar world i would have been left holding bonds. He was the only one suggested back in summer that we need fed funds at 5-6% and mortgage loans 9-10% and hold them for entirety of 2023.

Just like you, i did research as well back in summer. I was putting like over 10+hrs and learning all sorts of stuff. Everything was new to me at that time considering i had no economic background. I had to learn from watching podcasts and interviews heck even news and process how can i use this or that. And then every single sat-sun with a can of beer i was writing these crazy eternity long letters so that later i can come back and check what was my thought process.

And yah i totally get why you thought SPX $3200 looked more likely at that time around in sept-oct.

So yes i kinda get what you're trying to teach me. There's a high possibility that $3200 aka Q1 disaster does not happen and we could pretty much rally up here. So like whats my backup plan in case this doesn't play out. But i am being arrogant like nah no back up. It's like knowing there's a possibility you're car could end up in accident somewhere in the future but still not trying to get a car insurance.

Tbh i don't know what to do. I will think about it and write such newsletter.

So thank you for educating me and giving your precious time. And yes this was all helpful sir. 😃

Have a great week!

p.s. Why do i feel like i had this conversation with you before or maybe its just a Dejavu.

3

Mmike422 t1_j9ieodh wrote

Reply to UP 60% on my Spy Puts today ! by cezapiza

Oh my bad thought it said 380$, dam bro you need to average down and sell asap you better hope ww3 or new covid type that's bad bad, you need to take real advice now and fast end of the week you better have it figured out, never ever gamble more than you can afford to lose!! End of the week looks red but dam not close to that bad good luck to u take this as a hard lesson we all learn the hard way greed you will lose!!

3

EmergencyThing5 t1_j9icchd wrote

Reply to comment by Fit419 in Many Americans need Wendy’s dumpster to afford student loan payments without Biden's forgiveness plan: Survey by TheFleshGordon

I agree that Biden will try to push it back if the Forgiveness plan fails at the Supreme Court even if there’s a lack of legal justification for doing so; however, I don’t see how anyone can think House Republicans won’t push to end the payment pause. They literally included on their proposed list of targets for spending cuts that came out last week. Earlier this month, the majority of Congressional Republicans signed briefs advocating for the Forgiveness plan to be vacated. They are pretty vocally against it. Younger voters aren’t their base, so I don’t think they care if they screw those groups over as much.

I think Biden won’t give up the pause without making Republicans force him to. It’s kind of a waste for him to not leverage it to save something else when the debt limit fight gets underway this summer. Republicans want to sell spending cuts to their base before 2024, and this is clearly one area they could get it.

8