This is one of the ones I was talking about. Sounds sketchy, haven't really looked deep into it.
Based on what measure? Effectiveness of the Federal reserve since its creation can be debated, but I sure hope you are not basing your view on the last 40yrs because it just doesn't hold up.
They are not making anymore productive Palouse farm ground. Sounds like a missed opportunity.
BHR, you becoming a beet farmer? Never saw it coming.
Wife likes cows. Hay, forage, and seed crop from sainfoin is one possibility.
greatbasinseeds.com
You should try to switch her to diamonds. It would be cheaper than cows.Wife likes cows. Hay, forage, and seed crop from sainfoin is one possibility.
Sainfoin as a Hay and Forage Crop
Using Sainfoin as a hay and forage crop has become increasingly popular due to it's longevity, tolerance of root-knot nematode, "bloat-free forage", and drought tolerance. It can be used for silage or hay and can be grazed. It does not require fertilizer.
I was thinking custom grazing. Wife can get her cow fix, and I don't have to own them.
seekingalpha.com
Can't really speak to the names, but from a higher level, we are still too expensive at 18X 2023 estimates. My general philosophy here is to step back, moving more to cash and waiting. YOY Q4 earnings growth is forecast to be negative. So this latest bump higher looks like on hope the fed plans a pause. Nothing looks like a "fat-pitch", long, short or otherwise. I'm playing in other markets like commodities and currencies. If you want to make a bet, control risk and cost, for example AMZN bull call spread at rather than straight call because you are paying 4-5% (40 imp vol!) of the price of stk on the option alone for an option that expires in 28days.Week ahead, find a good bearing of anticipated events:
"Investors face a holiday-shortened next week that could see lighter trading volume. The highlight of the economic calendar looks be the release of the minutes of the last FOMC meeting. While that meeting took place before the release of the October CPI report, the market could see a jolt when hawkish tone of members is seen in black and white. Earnings will still trickle in with Best Buy (NYSE:BBY), Dollar Tree (DLTR), and DICK's Sporting Goods (DKS) from the consumer sector some of the headliners. Watch for some cautious guidance updates with plenty of macro uncertainty in the air. On Wall Street, Citi U.S. equity strategist Scott Chronert has already warned of a "consumer-led recession" in 2023, which could be amplified even more if the retail heavyweights continue to reel in expectations. On the global stage, the World Cup could have impact on certain sectors and select stocks as the soccer tournament plays out."
Credit:
Stock Picks, Stock Market Investing
Interesting as I've played BBY and it worked great however, DKS - have always been... DKS. I chose one direction it runs the other. Anyone interested which way I plan to play DKS? IF I DID... It would likely be flat w/o any volatility to pull $ from a day/swing.
Side note: AMZN is looking tempting for mid/long. Thoughts?
28 is a tight turn unless deep ITM, call or put. A buddy is good at tight 14/28 plays. Straddles/Iron Condors. Sometimes I'll mirror his actions if I get the same feel for the direction earnings will ride. I'm on the put side of life until I'm convinced otherwise. Usually looking @ 3+ month options. Of course, price contingent. Flip swing+.
Short plays.
I don't suspect his message will be any different that what all the members have been saying since last meeting - slow down in rate increases (50bps in Dec) and they will discuss when they need to pause. He will definitely not say the word "pivot". How the market will react is anyones guess.
You were right. Somehow market likes 50bp hikes with no target end date. Hard to believe we started the year at 0% and they were buying bonds.
Lol. A broken clock is right twice a day. So far my 2800 bottom on the S&P is looking unlikely
