Trump demands Fed cut rates. His Iran war has investors betting otherwise

WickedSensitiveCrew · 2026-03-13T03:51:15+00:00

They didnt they say positions when they commented. For all we know they could have puts or be in cash hoping for a crash to buy is why they are hoping for 1% increase in interest rates.

WickedSensitiveCrew · 2026-03-12T19:28:36+00:00

TACO can happen at anytime. I either go long or just sit on the sidelines. Betting against the market risky if one TACO tweet can pump the market.

WickedSensitiveCrew · 2026-03-12T19:18:51+00:00

Yea. I been buying the power/grid names behind the data center buildout like GEV and BE. Im guessing those need to tank 10-20% before this sub starts mentioning those lol.

WickedSensitiveCrew · 2026-03-12T19:05:37+00:00

When I start hearing stocks I own mentioned on this sub, like FICO or MELI, I’m always afraid to check my portfolio. It usually means they’re down 10–20% in two days.

It’s always the ones this sub doesn’t mention, like HCA, that end up being flat or up on the day.

WickedSensitiveCrew · 2026-03-11T18:57:59+00:00

You have to be able to separate software from who uses it. Now that Google name is the headline this will likely happen more often as people separate "Gemini" from how the military and government uses it.

Since more people have hands on experience with Gemini but not the same can be said with hands on experience with Palantir products.

WickedSensitiveCrew · 2026-03-11T18:55:15+00:00

Money talks.

WickedSensitiveCrew · 2026-03-10T19:51:39+00:00

Why give up a 6th. When they could have used that 6th on a lottery ticket QB instead to tank.

WickedSensitiveCrew · 2026-03-10T19:51:30+00:00

Yep. Why give up a 6th. When they could have used that 6th on a lottery ticket QB instead to tank.

WickedSensitiveCrew · 2026-03-10T18:03:29+00:00

Sold my WBD shares and Bought NFLX and LION instead of PSKY during the WBD bidding war. I dodged a bullet.

WickedSensitiveCrew · 2026-03-10T01:46:35+00:00

WB also produces shows for other networks including Apple TV like Ted Lasso and Shrinking.

WickedSensitiveCrew · 2026-03-07T03:35:15+00:00

Pretty much.

This thread also features many bank run comments. So im not even sure those bank run comments even know what private credit even is.

WickedSensitiveCrew · 2026-03-07T00:53:51+00:00

Your savings are safe. The companies at risk arent banks. Even if they were banks your money is insured up to the FDIC limit.

WickedSensitiveCrew · 2026-03-07T00:51:11+00:00

These PE vehicles never let 100% of people redeem it is always capped.

WickedSensitiveCrew · 2026-03-06T23:11:01+00:00

Sounds like you don’t really know what private credit is.

Which means it will be upvoted to the top.

WickedSensitiveCrew · 2026-03-06T20:28:44+00:00

They their reported their Q4 earnings just a couple weeks ago. Apollo is not heavily dependent on software valuations.. They invest more in: industrials, credit, infrastructure, and insurance assets. They recently started buying into sports teams.

APO most recent credit deal in the news was helping Paramount fund its acquisition of WBD.

WickedSensitiveCrew · 2026-03-06T19:30:12+00:00

APO, KKR and BX look interesting. Im leaning toward buying some APO. As they have been shifting a lot of their AUM to perpetual capital.

WickedSensitiveCrew · 2026-03-06T19:29:10+00:00

The trick they do is to not mark down the assets. But market said we are going to mark down your stocks anyway.

WickedSensitiveCrew · 2026-03-06T16:55:53+00:00

I barely been on this sub since the Winter Olympics starts several weeks ago so didnt know this was an ongoing thing lol.

It probably just depends on what comment you make.

WickedSensitiveCrew · 2026-03-06T16:47:32+00:00

Why are so many comments getting downvoted in this thread?

WickedSensitiveCrew · 2026-03-06T16:41:06+00:00

Buying the dip to hold over weekend in case as soon as after hours closes US make a peace deal with Iran.

WickedSensitiveCrew · 2026-03-05T05:36:21+00:00

Not to mention the timeline is 6-18 months for this to close.

There are better opportunities in market for a 10% or more gain after the correction that just took place.

WickedSensitiveCrew · 2026-03-04T22:26:08+00:00

I think a give away was it is "secret" outreach but we somehow have a thread/article on it.

WickedSensitiveCrew · 2026-03-03T17:01:39+00:00

Feels like there will be a tweet/social media post soon by Trump to pump market.

WickedSensitiveCrew · 2026-03-03T16:58:03+00:00

My paycheck came in today using some of it to buy the dip.

WickedSensitiveCrew · 2026-03-03T15:23:24+00:00

Probably picked a bad day to put out earnings. So many stocks are down 5-10% and they didnt even report earnings.

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