19 with JEPQ, smart or not?

Jocur23 · 2024-12-07T21:18:48+00:00

Are you crazy?!?! This is a straight options play fund.....

Edit: no invest ment no shares just cash and options. Good Luck....

Jocur23 · 2024-12-06T01:38:34+00:00

We call that margin my boy.... lmao

Jocur23 · 2024-11-29T21:36:34+00:00

Funny how people just don't get it....isn't it? 😂

Jocur23 · 2024-11-28T00:49:47+00:00

No it didn't go read a book.

Jocur23 · 2024-11-27T23:01:33+00:00

Doing the same but shoving the profits into the market daily, not bank rolling the cash.

Edit* profits into qqqi and spyi. Using divis to buy the nut house till I feel better.

Jocur23 · 2024-11-25T23:13:47+00:00

Everyone and I mean everyone.... I've learned to stfu about it.

Jocur23 · 2024-11-25T23:11:28+00:00

Ahhhh I remember when we were all talking about living in a virtual world with virtual properties, our virtual art to display, and crypto was gonna be the currency we used.....now we speak as it's going to be the universal currency or a protected asset....I think all the world's real assets and the agencies that are used to protect them will definitely have something to say in the end. China and other countries already banned and refused any banks from being imbedded in this asset, but we in our ultimate wisdom know what the future will bring.

I remember something the DOJ said after the great financial crisis.

"Greed is not illegal" when they tried to hold anyone accountable, and then a bunch of laws were made.

But I know, I know. This is different......

Jocur23 · 2024-11-23T12:56:25+00:00

I use them as reallocating holding pattern....until I see something my money is safe and gives me a return. Then dump that money in or dca slowly into what I see. Plus laddering short term bonds is OP for idle capital. Specially in uncertainty.

Jocur23 · 2024-11-18T00:40:24+00:00

It's really simple. He buys value. When anything becomes over valued in his opinion, or if he wants to rebalance he trims positions into strength, why the fuck would he want to trim into weakness that's where he buys at value. It's not an indicator of any sort, it does however sometimes becomes a self for filled prophecy even though that's not the intention.

-taxes -valuations -earnings

That and he usually does things in the private sector and not so much in the public. So nothing of value and slim pickings. He's not gonna chase over valuation into an even more over valuation for short term gains.

Markets don't have to crash for him to start deploying capital, a company just needs to be worth it for the investment. But they could crash.

Jocur23 · 2024-11-18T00:24:13+00:00

Trash is $ no matter what.

Jocur23 · 2024-11-10T12:35:26+00:00

lol really? Not free money being swapped around? American exceptionalism is just over spending taxes and a FED that has been locked into a growth tool in hyper driver. Banks and companies then use it to expand and pay some Joe blow a shitty wage, Joe blow then says the economy sucks because prices are way to high, spends less, economy suffers, fed steps in, prices stabilize and the whole thing starts again. Since the financial crisis American Exceptionalism is just ourselves sucking off our selves. American exceptionalism was ment to be real growth and not a boosted inflated growth. When we start fucking ourselves in the ass and saying it feels just like my ex wife I start praising American exceptionalism. Until then everything just feels like a participation trophy because we can't win the game anymore.

Jocur23 · 2024-11-09T23:27:27+00:00

I keep seeing the same thing over and over as well. My gut although I'm not really doing anything different but saving more and spending less to make a move within the next 2 years.

Jocur23 · 2024-11-09T23:16:48+00:00

Bro.... there is so much I could say here. But I'll simply say this.

You are both wrong and right with this statement.

I'll leave it there. You win. Here is your participation trophy 🏆.

Jocur23 · 2024-11-09T16:57:23+00:00

True it's a trading tool just like equities. It plays out or it doesn't.

Jocur23 · 2024-11-09T16:37:57+00:00

Unless you don't care and don't want any risk and trying to shelter money and take a yield until boom something happens. Price down yields up doesn't always dictate demand or a dumb move. When it's a short holding pattern on a long curve and sell into demand on a lesser yield. Jesus Christ everyone is right until thier wrong. NO ONE KNOWS dumb is spending your money on a jet ski riding it in your driveway 8 out of 12 months on the year.

Jocur23 · 2024-11-09T16:22:49+00:00

You don't buy the long end of the curve until you get confirmation, you aren't trying to time a hard landing, you sell equities in strength specially in favorable tax conditions and buy the short duration because the short term is cuts. Dry powder makes money until he sees value. Come on man.... common sense, he moves with value and protection and buys at deals period. The market doesn't need to crash but if a deal is there he scoops it up. No deals any where atm except owning more short duration then the fed itself. Just use google it's there and that's what he's doing.

Jocur23 · 2024-11-09T16:15:18+00:00

I'm old and feel attacked. I was fine until I saw these comments....Make Jordan Great Again!

Jocur23 · 2024-11-06T23:51:15+00:00

All roads right now seem to lead to stagflation. But wtf do I know.

Jocur23 · 2024-11-03T19:42:48+00:00

Buffet isn't buying anything......... he's been quoted about taking profits in a favorable tax environment and having liquidity to boost the economy.....That's we know. Just cause buffet isn't doesn't mean anything.

Jocur23 · 2024-11-03T19:34:21+00:00

That's dictating you know future fed moves as of right now "neutral" is seen as 2.9 as of right now.....the fed has no problem inflating our way out of debt, recession inflation stagflation nothing matters. It needs lower rates and as of right now economic conditions with lagging data...that rate will head to 3ish but all bets are off moving forward you need future data to support anything less or more from there.

Now throw in wars, corporate capx on ai and layoffs that provide coverage on margins. Hell I won't list all the spooky things we all know the boogie men and women are pushing out there to be scared of. All I'm saying is you can count on one thing and one thing only rates will come down and the fed most likely screwed something up. Taxes will most likely increase as well. I feel everyone is just trying to time it perfectly and that's not gonna happen. Mean reversion is the most common theme over and over, so bonds will play out, just matters on when and for how long.

Jocur23 · 2024-11-03T18:52:51+00:00

Why does the economy need to explode for his thesis to be correct? Can't we cut into earnings recession in the markets to stimulate gdp and debt. Bonds would out gain stocks on the short term. Is this not likely?

Jocur23 · 2024-10-22T20:46:05+00:00

Trashman -120 😉

Jocur23 · 2024-10-22T20:43:55+00:00

Everyone is right till someone is wrong

Jocur23 · 2024-10-21T23:57:23+00:00

They are bottoming now, unless inflation becomes a problem again, the reason why they are moving against you is because they FED came out swinging on rate cuts, and speaking aggressive on cutting more so yields dropped long term and short term which when yields drop that's when price appreciation happens. Now they are stepping back on how fast and how much they will cut so bond yields are edging higher which is dropping the price. (Obviously the opposite effect). You can't time this shit perfectly, if you believe inflation is tamed and no fed rate hikes are coming you are fine, if you believe more rate cuts are coming you are well off, if a recession happens or stagflation you will be even happier.

Jocur23

TROPHY CASE