Stock Market

[Hobo Hilton]

2023 - The year of Hope

Markets will shift to a 'hope' phase next year, and investors would be wise not to miss it, says Goldman Sachs

Our call of the day from Goldman Sachs says the bear market isn't over and it will be a 'volatile' ride to the bottom. But at some point in 2023, the "hope"...

www.marketwatch.com

 

[Bigfatcock]

Told ya’ll crude would be $75 by Christmas. Lol at all those dumb ass oil bulls that went long over $100.

As I said, all bullish analysts are wrong or lying.

 

[Hobo Hilton]

WTI Crude •	76.08	-4.00	-5.00%
Brent Crude •	83.18	-4.44	-5.07%

Fuel oil 5.794

https://www.eia.gov/dnav/pet/pet_pri_wfr_a_EPD2F_PRS_dpgal_w.htm

 

[S3th]

Bear markets give you a hint of which businesses are real long-term winners, because it mauls everything except a select few. Pay attention to them.

$ENPH

 

[Hobo Hilton]

Bear markets give you a hint of which businesses are real long-term winners, because it mauls everything except a select few. Pay attention to them.

$ENPH

That is a fairly logical statement.. The issue is... You are looking backwards at historical happenings. The world changed due to the pandemic.
Been tracking CEG.. I still would not buy ENPH or CEG. DOW is down 15% for the last 12 months. Markets are still trending down.

 

[Bigfatcock]

That is a fairly logical statement.. The issue is... You are looking backwards at historical happenings. The world changed due to the pandemic.
Been tracking CEG.. I still would not buy ENPH or CEG. DOW is down 15% for the last 12 months. Markets are still trending down.
View attachment 8004048

Watch out for day 1,001.

 

[S3th]

 

[Lightning8]

I know you love Tesla. What impact do you think will be on Tesla for Elon "coming out" as non-progressive billionaire? What happens if/when he is targeted by MSM, DOJ, woke mob, etc.?

 

[S3th]

I know you love Tesla. What impact do you think will be on Tesla for Elon "coming out" as non-progressive billionaire? What happens if/when he is targeted by MSM, DOJ, woke mob, etc.?

I guess we will find out. I am happy to bet against all of them.

 

[Hobo Hilton]

I guess we will find out. I am happy to bet against all of them.

See........... It's just a horse race. Have fun, drink some beer and check out the women... Not the gold diggers like Lauren Wendy Sánchez

 

[S3th]

Guess what companies have a higher PE than Tesla...
1. Domino's
2. Cheesecake Factory
3. Chipotle
4. McDonald's
5. Wingstop
6. Starbucks

 

[Hobo Hilton]

Guess what companies have a higher PE than Tesla...
1. Domino's
2. Cheesecake Factory
3. Chipotle
4. McDonald's
5. Wingstop
6. Starbucks

That list is the "Bread" of Bread and Circus.....
The entertainment sector is going to show similar results....

Best Buy shares surge after retailer sticks with its holiday-quarter outlook

Best Buy raised its full-year forecast to reflect its better-than-expected quarterly results.

www.cnbc.com

 

[Graywolf.260]

Told ya’ll crude would be $75 by Christmas. Lol at all those dumb ass oil bulls that went long over $100.

As I said, all bullish analysts are wrong or lying.

As soon as Biden gave MBS cover against civil lawsuits for killing that journalist that was a greenlight to short the crap out of oil

 

[Hobo Hilton]

Validation that the recession is no where near the bottom.

Blackstone Inc. shares fell 2.5% on Tuesday after Credit Suisse downgraded the alternative investment manager to underperform from neutral and cut its price target to $67.50 a share from $85.50 a share. Credit Suisse analyst Bill Katz said the firm is now the only broker on Wall Street with a negative rating on Blackstone. Katz cited a lower contribution to fee-related earnings from its flagship Blackstone Real Estate Income Trust, with mixed-to-deteriorating lead indicators.

Blackstone shares fall on Credit Suisse downgrade to underperform

Blackstone Inc. undefined shares fell 2.5% on Tuesday after Credit Suisse downgraded the alternative investment manager to underperform from neutral and cut...

www.marketwatch.com

 

[atepointer]

As soon as Biden gave MBS cover against civil lawsuits for killing that journalist that was a greenlight to short the crap out of oil

Meanwhile midstream and downstream O&G keeps pouring divs into my pocket like gangbusters. ET, EPD and GLP are thriving.

 

[S3th]

I am sure many investment firms are sending similar messages .

 

[Hobo Hilton]

I am sure many investment firms are sending similar messages .

View attachment 8004805View attachment 8004806View attachment 8004807

I'll be the contrarian after reading Bradford's message...
He smells "Blood in the Water"..... May not be his blood right now. Could be Blackstone's blood, Tesla's blood or the blood of any SP500 CEO....
He's sweating bullets because he has been losing your money since 1/1/2022 and now after 12 months... He will be losing his personal money.
He holds a shit load of TSLA... He's trying to reassure his clients. Long ago I was a client listening to the same bull shit... I learned some lessons and lost some money. This man has no idea of what next week will bring... Much less next year.

Read his disclaimer on the website: There are also no assurances that any portfolio will match or outperform any particular benchmark.

Go read his cover page on the company website.

Halter Ferguson Financial Inc. | Indianapolis Financial Advisor

Discover how Halter Ferguson Financial Inc, a premier Indianapolis financial advisor, can help secure your financial future. We specialize in comprehensive financial planning and asset management to ensure your peace of mind. Start your journey to financial security with us today!

www.hffinancial.com

 

[S3th]

W

I'll be the contrarian after reading Bradford's message...
He smells "Blood in the Water"..... May not be his blood right now. Could be Blackstone's blood, Tesla's blood or the blood of any SP500 CEO....
He's sweating bullets because he has been losing your money since 1/1/2022 and now after 12 months... He will be losing his personal money.
He holds a shit load of TSLA... He's trying to reassure his clients. Long ago I was a client listening to the same bull shit... I learned some lessons and lost some money. This man has no idea of what next week will bring... Much less next year.

Read his disclaimer on the website: There are also no assurances that any portfolio will match or outperform any particular benchmark.

Go read his cover page on the company website.

Halter Ferguson Financial Inc. | Indianapolis Financial Advisor

Discover how Halter Ferguson Financial Inc, a premier Indianapolis financial advisor, can help secure your financial future. We specialize in comprehensive financial planning and asset management to ensure your peace of mind. Start your journey to financial security with us today!

www.hffinancial.com

Where is their allocation break down? I can’t find what % he holds.

 

[Bigfatcock]

@Bigfatcock

How does the worlds greatest heterosexual confront this dilemma of not being gay but investing in being gay.

A true capitalist supports the butt sex to make money but at the same time becomes no better than SBF in the amoral decision process.

This IPO needs to become a college business ethics case study.

Grinder(GRND) got buttfucked.

 

[Hobo Hilton]

W

Where is their allocation break down? I can’t find what % he holds.

It's not how much TSLA he holds.... It's how much his client's hold. Bradford hold's "the business".
As the clients go, so goes the business.
Similar to a man who owns a Ford dealership.
_______________
Are people leaving their financial advisors?
The retention rate is low: By the fifth year, only 15-16% of advisors will still be in business. Over 90% of financial advisors in the industry do not last three years. Putting it simply: 9 advisors out of 10 would fail!Oct 21, 2022

Why Financial Advisors are Quitting the Industry (Real Facts) - TheTaylorMethod

Take a closer look here and learn about the gap between reality & expectations of financial advisors. Discover why you might fail as a financial advisor.

www.taylormethod.com

 

[S3th]

It's not how much TSLA he holds.... It's how much his client's hold. Bradford hold's "the business".
As the clients go, so goes the business.
Similar to a man who owns a Ford dealership.

You said he holds a shit load.

 

[Hobo Hilton]

You said he holds a shit load.

Read the tea leaves.... Look at the letter he wrote.
He is not commenting on any of the other losers.
I will ask him. Inquiry sent at 1:55 pm.... Montana time

 

[S3th]

Read the tea leaves.... Look at the letter he wrote.
He is not commenting on any of the other losers.

Elon and Twitter has been blasted everywhere and clients may be curious about his attention to Tesla which their portfolio owns. Look at majority of funds, the overwhelming majority are losers and have been since November'21.

"Read his disclaimer on the website: There are also no assurances that any portfolio will match or outperform any particular benchmark."
read any prospectus or chat with any CFA... see what they say

 

[Hobo Hilton]

S3th​

Read what Bradford was saying back on Oct 24... He was challenged there, also

 

[Hobo Hilton]

Bradford is a young man... He was finishing school in 1999 and then a stock options trader on the Chicago Board of Options Exchange for 5 years.
He has not been involved with the oil crisis recession or the S&L fiasco recession... That is starting to show.. He also still holds onto a "trader's mentality"...
Going into 2023 a "trader" of any discipline (stock, oil, cattle, wheat, etc) best be damn good at it.
He would not be my financial advisor.

 

[S3th]

#341: If Electric Vehicle Prices (EV) Continue Declining, ARK’s EV Forecast Could Be Too Conservative, & More - ARK Invest

ark-invest.com

 

[S3th]

Bradford is a young man... He was finishing school in 1999 and then a stock options trader on the Chicago Board of Options Exchange for 5 years.
He has not been involved with the oil crisis recession or the S&L fiasco recession... That is starting to show.. He also still holds onto a "trader's mentality"...
Going into 2023 a "trader" of any discipline (stock, oil, cattle, wheat, etc) best be damn good at it.
He would not be my financial advisor.
View attachment 8004913

What’s his trader mentality?

 

[Hobo Hilton]

#341: If Electric Vehicle Prices (EV) Continue Declining, ARK’s EV Forecast Could Be Too Conservative, & More - ARK Invest

ark-invest.com

Line from the article:
According to Wright’s Law and ARK’s adoption model, as the cost to produce 300-mile range EVs continues to decline, their market share will approach ~67%, or 48 million units, in 2027, as depicted in the green line.

What is the significance of a "300 mile range" EV ? As the cost decline why is the mileage not increasing ?

"Their Market Share" is only addressing the EV market, not the automobile market as a whole. Reminds me of a person winning a metal at the Special Olympics or the best player in the WNBA...

 

[Hobo Hilton]

What’s his trader mentality?

I read all of his press releases and news bulletins... I found nothing about bonds or other less risky investment options. But, he may talk with his clients about that in private.

When I say trader mentality... Similar to a pro baseball player that is just a home run hitter. It's a home run or back to the dug out. The batter in the number 3 or 4 position is confident to move the runners one base at a time. During 2023 clients will be happy to make enough to offset inflation and not lose money on a big play that falls flat.

 

[S3th]

Line from the article:
According to Wright’s Law and ARK’s adoption model, as the cost to produce 300-mile range EVs continues to decline, their market share will approach ~67%, or 48 million units, in 2027, as depicted in the green line.

What is the significance of a "300 mile range" EV ? As the cost decline why is the mileage not increasing ?

"Their Market Share" is only addressing the EV market, not the automobile market as a whole. Reminds me of a person winning a metal at the Special Olympics or the best player in the WNBA...

As battery technology improves, you will see footprint decrease and a flat or improving output capacity. There is no need to put 1,000 miles into an EV car just because you can. That would bottleneck production and raise production and sales price. ~300 mile range has been identified as the Goldilocks zone for standard range.

My ICE gets filled up roughly every two weeks and has a range of 400 miles.

 

[S3th]

I read all of his press releases and news bulletins... I found nothing about bonds or other less risky investment options. But, he may talk with his clients about that in private.

We are in a rising rate environment. You should see where bonds are trading… many below 80 PAR. Unless you only hold stable NAV funds/bonds, you have taken a substantial hit in equity. Additionally, risk is significantly higher in this environment. Why would a company say BBB+ rated be raising capital at >9.0% right now?

 

[Lightning8]

As battery technology improves, you will see footprint decrease and a flat or improving output capacity. There is no need to put 1,000 miles into an EV car just because you can. That would bottleneck production and raise production and sales price. ~300 mile range has been identified as the Goldilocks zone for standard range.

My ICE gets filled up roughly every two weeks and has a range of 400 miles.

I see this EV almost as a Blue State vs Red State scenario. EV makes more sense in densely populated areas (aka urban) and EV makes less sense in less populated areas (aka suburban and rural). If you look at the classic US map showing the counties that voted Blue - makes sense they will be the big adopters of EV (however, this is same area pushing mass transit, autonomous, etc. which reduce car sales anyway).

 

[Hobo Hilton]

I see this EV almost as a Blue State vs Red State scenario. EV makes more sense in densely populated areas (aka urban) and EV makes less sense in less populated areas (aka suburban and rural). If you look at the classic US map showing the counties that voted Blue - makes sense they will be the big adopters of EV (however, this is same area pushing mass transit, autonomous, etc. which reduce car sales anyway).

You make good points. Unfortunately no one has a clear view of the future. If the EV people could all step back, take a deep breath, compose and present a plan workable to the majority... The investing community might get on board. Too much knee jerk reactions..

 

[S3th]

You make good points. Unfortunately no one has a clear view of the future. If the EV people could all step back, take a deep breath, compose and present a plan workable to the majority... The investing community might get on board. Too much knee jerk reactions..

The investing community is on board. $ENPH $TSLA.

 

[S3th]

I see this EV almost as a Blue State vs Red State scenario. EV makes more sense in densely populated areas (aka urban) and EV makes less sense in less populated areas (aka suburban and rural). If you look at the classic US map showing the counties that voted Blue - makes sense they will be the big adopters of EV (however, this is same area pushing mass transit, autonomous, etc. which reduce car sales anyway).

EV adoption will feed from people turning their homes into self-sufficient power-plants or vise-versa. I don’t see long-term demand being neglected by the rural community.

 

[S3th]

Battery 101: Battery Summit Takeaways | Deepwater Asset Management

In November, we attended the Piper Sandler Battery Summit. The event hosted 20 panelists in the battery world, from raw materials providers to cell manufacturers and downstream customers. Money managers are beginning to identify battery tech as a growth wave to ride. How to ride that wave will...

loupfunds.com

I need to read this later but posting here.

 

[Hobo Hilton]

Battery 101: Battery Summit Takeaways | Deepwater Asset Management

In November, we attended the Piper Sandler Battery Summit. The event hosted 20 panelists in the battery world, from raw materials providers to cell manufacturers and downstream customers. Money managers are beginning to identify battery tech as a growth wave to ride. How to ride that wave will...

loupfunds.com

I need to read this later but posting here.

I'll brief it for you.

Investing in the "battery arena" is for a well seasoned, high tolerance man / woman who plan on working a minim of 10 more years before they retire.

Please return the favor and give me your one line brief.

Hobo

 

[lariat]

Battery 101: Battery Summit Takeaways | Deepwater Asset Management

In November, we attended the Piper Sandler Battery Summit. The event hosted 20 panelists in the battery world, from raw materials providers to cell manufacturers and downstream customers. Money managers are beginning to identify battery tech as a growth wave to ride. How to ride that wave will...

loupfunds.com

I need to read this later but posting here.

This is not just a car issue, this is an everything issue. If the push to ditch fossil fuels takes hold there will be little left for other items that use those types of batteries or battery materials. It has the possibility of shutting out supply for other things such as drones, weedeaters, etc. The effects IMO have not been fully calculated in. What is affordable now will not be if this actually gets traction.

What this article does not address is the power and infrastructure required to recharge this kind of demand. It is the lynchpin. The article also does not discuss the requisite tools to charge the batteries. That industry will boom as well. Copper will be in high demand all the way around. It also doesn't discuss the technology that would be required to have trucks generate enough long-term power required to deliver goods.

I want to say this is a pipe dream, but we are legislating ourselves into poverty with this it seems so there's that. It isn't lost on me that if this takes hold national interests such as security will get first dibbs on any supply and the citizenry will get what's left.

 

[Hobo Hilton]

Citi analysts is not calling this a "bottom"... Upgrade = neutral.

“We believe the year-to-date pullback has balanced out the near-term risk/reward,” Citi analysts wrote, raising their rating on the stock to neutral. “To become bullish from here, we’d like to gain added confidence on the average sale price/auto gross margin bridge (including tracking near-term datapoints in China and Europe) and FSD progress.”

Tesla shares rise on Citi upgrade, Elon Musk talk of a new factory in Asia

Tesla shares climbed more than 7% on Wednesday after hitting a 52-week intraday low a day earlier.

www.cnbc.com

 

[pmclaine]

This is not just a car issue, this is an everything issue. If the push to ditch fossil fuels takes hold there will be little left for other items that use those types of batteries or battery materials. It has the possibility of shutting out supply for other things such as drones, weedeaters, etc. The effects IMO have not been fully calculated in. What is affordable now will not be if this actually gets traction.

What this article does not address is the power and infrastructure required to recharge this kind of demand. It is the lynchpin. The article also does not discuss the requisite tools to charge the batteries. That industry will boom as well. Copper will be in high demand all the way around. It also doesn't discuss the technology that would be required to have trucks generate enough long-term power required to deliver goods.

I want to say this is a pipe dream, but we are legislating ourselves into poverty with this it seems so there's that. It isn't lost on me that if this takes hold national interests such as security will get first dibbs on any supply and the citizenry will get what's left.

We are legislating ourselves into the environmental degradation that is driving the rush to this solution.

If we had a means to mine the rare earths of another planet and bring them here it might make sense but this is just sooooooo stupid.

 

[Hobo Hilton]

The "Battery" was invented 163 years ago +/-... All that is being done today is "reinventing the wheel".

Gaston Planté, (born April 22, 1834, Orthez, France—died May 21, 1889, Paris), French physicist who produced the first electric storage battery, or accumulator, in 1859;

Gaston Planté | French physicist

Gaston Planté, (born April 22, 1834, Orthez, France—died May 21, 1889, Paris), French physicist who produced the first electric storage battery, or accumulator, in 1859; in improved form, his invention is widely used in automobiles. Planté followed an academic career, beginning in Paris as a...

www.britannica.com

 

[S3th]

 

[Bigfatcock]

View attachment 8006924

Thank God they are getting those gay ass bronco sports off the road. They look like the retarded non-binary child of a Jeep compass and a Kia soul.

 

[Redmanss]

Thank God they are getting those gay ass bronco sports off the road. They look like the retarded non-binary child of a Jeep compass and a Kia soul.

New Broncos, even with tiny wheels and in Barbi pink, are still less gay than a Tesla. Fuck, a convertible Miata is less gay than a Tesla.

 

[S3th]

 

[babyguppy]

View attachment 8007447

well, we know who holds Tesla
but.. that 40% Jinan Zurich Annex Equity, well, the primary holder is - Key Principal: Shujie Ma

https://www.dnb.com/business-directory/company-profiles.jinan_zhirui_equity_investment_management_partnership_enterprises_(limited_partnership).040c571be1be55b481f8cf6b85aacc7e.html

 

[pmclaine]

Is Shuje Ma, "Jack" Ma?

Whatever happened to Mr Alibaba?

Sent to a Uighur camp by our friends the ChiComs?

 

[S3th]

well, we know who holds Tesla
but.. that 40% Jinan Zurich Annex Equity, well, the primary holder is - Key Principal: Shujie Ma

https://www.dnb.com/business-directory/company-profiles.jinan_zhirui_equity_investment_management_partnership_enterprises_(limited_partnership).040c571be1be55b481f8cf6b85aacc7e.html

Yeah, it’s a Chinese based JV.

 

[S3th]

 

[Bigfatcock]

Lol at all of the loser oil bulls.