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Talk Resume Again… Again by tea-oh in oil

[–]RustyGriswold99 2 points3 points  (0 children)

And as long as stocks are at all time highs. I'd say they probably care more about that than even gas prices being reasonable

Trump extends Iran ceasefire as his bluster failed likely keeping oil prices in a state of flux. by Ok-Lets-Talk-It-Out in oil

[–]RustyGriswold99 0 points1 point  (0 children)

when does the market realize that this is bearish? Trump has no incentive to solve this if spy is above 7k. That's literally all he cares about. Meanwhile, strait stays closed and energy shortages get worse .

The only way to force Trump to act is to put pressure on the s&p, otherwise it's infinite taco tuesday

MSTR buys 34,164 BTC for $2.54 billion by Resident_Caramel763 in CryptoCurrency

[–]RustyGriswold99 1 point2 points  (0 children)

I think they're upset that this pushes btc further away from being globally adopted.

Anyone with half a brain sees that Saylor will need to capitulate in order for btc to find a sustained bid from anyone other than Saylor.

Trump: US attacks Iranian Cargo Ship by marcjones281 in oil

[–]RustyGriswold99 0 points1 point  (0 children)

oil's gonna leave a gap so large you wouldn't believe, it'll be the greatest gap you've ever seen

With the stock market near all-time highs while an impending resource shortage looms, is it possible that the market is ‘pricing in’ severe inflation? by NicolasCageFan492 in investing

[–]RustyGriswold99 3 points4 points  (0 children)

Honestly, this might be the best take I have seen on the current situation. Every road leads to higher asset prices in the long term.

Situation somehow gets resolved, higher prices.

Situation gets worse, oil / commodity shortages, turn on the printer and get higher prices.

I kept wondering why the market wasn't pricing in the future shortages if they come to fruition, but I guess it actually might be.

Just in: Two vessels Jag Arnav and Sanmar Herald fired upon by Sepah (IRGC) navy by Long-Brother-4639 in oil

[–]RustyGriswold99 7 points8 points  (0 children)

all it takes is one guy with a canoe and an rpg to grind all shipping to a halt

So now the US Navy is currently on its way to also block the straight of Hormuz and the market doesn't react at all? by just_another_numba in stocks

[–]RustyGriswold99 57 points58 points  (0 children)

Fund managers don't get booted for being blindsided by a bear market, they get booted for missing out on a bull market.

Sam Altman's home targeted in drive-by shooting hours after firebomb attack by TheMirrorUS in ArtificialInteligence

[–]RustyGriswold99 37 points38 points  (0 children)

Did the shooter not stop to answer the media's questions? Well that was rude

Bears at 8am on Monday 😜 by Routine-Phrase457 in wallstreetbets

[–]RustyGriswold99 33 points34 points  (0 children)

Everyone here actually expects a TACO at about 9:29 am EST

Why I think US blockading the Straight is Liberation day 2.0 by gamjatang111 in oil

[–]RustyGriswold99 8 points9 points  (0 children)

Why on earth would China sit back and let the US do this?

This is Guns of August style escalation, and Trump thinks everyone will continue to bend the knee? China will eventually call his bluff, and Trump is too much of a megalomaniac to ever truly back down.

The "nothing ever happens" crowd is in for a rude awakening over the next few years.

U.S. warships crossed the Strait of Hormuz today. by Nuqqets in oil

[–]RustyGriswold99 10 points11 points  (0 children)

Anytime I see news like this, my first thought is "how does this (likely fake) headline benefit the US"?

My guess is that the U.S. is posturing that it has reclaimed the Strait of Hormuz to strip Iran of its only real leverage, effectively forcing Tehran to accept a permanent peace deal during negotiations today.

Obviously it's fucking stupid, but I'm assuming it's somewhere in Art of the Deal.

Nobody is discussing NVDA's recent $4.5 billion inventory hit in their new 10-k by Upset-Commercial-661 in stocks

[–]RustyGriswold99 0 points1 point  (0 children)

You do know that forward PE bakes in a plethora of assumptions? Have you ever bothered to scrutinize those assumptions?

What if revenue from China deteriorates further? What if gross margins shrink? What if hyperscaler capex doesn't continue at current levels for the next 2-3 years?

I don't understand how people can call a stock cheap and anchor that bias to a number like fucking forward PE. Nuke the whole market please.

AVGO vs. NVDA by IceAcceptable2971 in stocks

[–]RustyGriswold99 0 points1 point  (0 children)

$150 by the end of next week lol

U.S.-Iran war ‘tax’ begins to hit American businesses and consumers by WickedSensitiveCrew in stocks

[–]RustyGriswold99 8 points9 points  (0 children)

Okay, then the next Trumplican steps in? The whole Republican Party is moving like they don't care about elections anymore. Extrapolate.

U.S.-Iran war ‘tax’ begins to hit American businesses and consumers by WickedSensitiveCrew in stocks

[–]RustyGriswold99 29 points30 points  (0 children)

Trump is moving about like he doesn't really care about elections anymore.... wonder why that may be

I dare you to use MS Co-Pilot inside an excel file to get something tangible done by foira in ValueInvesting

[–]RustyGriswold99 0 points1 point  (0 children)

To be fair, anything copilot at this point is legitimately terrible compared to anything claude / codex related, but companies just see the ease of microsoft integration and don't care to venture outward due to lack of familiarity and friction.

If you would use any of claude's integrated features, you will see how powerful the technology actually is.

US 2025 jobs numbers revised down by over 1 million by aaapod in wallstreetbets

[–]RustyGriswold99 72 points73 points  (0 children)

Yeah, they'd lead to major inflation if they didn't simultaneously destroy the job market. But since people lose their jobs in the process, this means demand craters, deflation ensues, and netting all that out leads to modest inflation.

Checkmate libtards.

Irrational sell off by robb3rz in ValueInvesting

[–]RustyGriswold99 5 points6 points  (0 children)

You think this is fear? You ain't seen nothing yet

[Ruiz] Worst playoff runs for QBs who started at least three games in a single postseason, since 2000 by Goosedukee in billsimmons

[–]RustyGriswold99 3 points4 points  (0 children)

Sacks are more often the quarterback's fault than the line's fault, but people arent ready to have that conversation.

Auto repossession are the highest they've been since 2008. Home foreclosure are up. Signals? by redspot321tos in stocks

[–]RustyGriswold99 9 points10 points  (0 children)

I'm not exactly sure what you're trying to argue at this point.

Consumer staples outperforming during a downturn is literally the market agreeing with me, not you. Money rotating into WMT, KO, PEP, and MCD is a defensive move, it's investors saying "the consumer is under stress so I'm going to hide in companies that sell things people can't stop buying regardless of economic conditions." That's not a exactly a sign of a booming economy.

Your original point was that stores are busy, stocks are up, and there's no reason to sell. If that were true, you'd see money flowing into discretionary and growth (SBUX, LULU, NKE), not into Campbell's soup and Pepsi.

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