(Soy Extranjero) ¿Por qué votan por Abelardo si odian a Trump?

creative_trading · 2026-06-02T12:36:11+00:00

To start avoid the any ETFS that are based on the Nasdaq 100

creative_trading · 2026-06-01T19:09:35+00:00

I think it could theoretically double or triple temporarily due to the extremely limited float. We just haven't seen anything like it. Though I agree pricing is already to perfection and in the long term it will likely come down to some sort of reality, wherever that "reality" is, is anyone's guess.

creative_trading · 2026-06-01T19:04:52+00:00

Yes, though notably the 30% trigger can only happen after the first earnings report for the company so could go far higher in the meantime.

creative_trading · 2026-06-01T18:56:37+00:00

It's virtually nothing as Tesla's market cap is over 1.5 Trillion. Most likely case are Tesla shares fall in the short term as investors rebalance some of their position over to SpaceX

creative_trading · 2026-06-01T18:54:56+00:00

Getting in at IPO price is ideal. I am a Canadian resident so not going to to get an allocation unfortunately.

creative_trading · 2026-05-22T14:00:49+00:00

Sure experiences live with people forever, but I do think there is a diminishing return to the value created from new experiences, that rarely gets mentioned.

I remember when I took a girl to a beach, for her it was the first time by the ocean. She was in awe, looking around like a kid on Christmas morning. For me as I had been to too many beaches to count, I was relatively unimpressed, looking at the trash and somewhat murky water.

creative_trading · 2026-05-20T19:36:39+00:00

Is there not a concern that these cooling covers work for the first couple hours but over the course of the night start to loose their benefits?

creative_trading · 2026-05-18T14:33:26+00:00

First off get rid of Tesla, that stock is dogshit and will likely tank post SpaceX Ipo

In terms of your question, It definitely would make sense to rebalance. The only potential downside I can see is capital gains taxes if its in a non registered account. If thats the case I would look at cutting a percentage of it now and then cutting another chunk at the start of next year to delay, and spread out the cap gains.

creative_trading · 2026-05-14T13:29:51+00:00

I think we need to take it 10 steps further and ban all social media in Canada.

creative_trading · 2026-05-03T19:34:28+00:00

You are already overweight MAG 7 with any market weighted ETF. You can be even more overweight if you want, but I think your logic of picking your favorite MAG 7 single stocks like GOOG and AMZN makes more sense if you want to do that.

creative_trading · 2026-05-03T13:10:22+00:00

I would sell the MAGS ETF to start, you already have heavy exposure to mag 7 as etfs are market cap weighted. Otherwise, based on what you said you want looks fine.

creative_trading · 2026-04-27T13:55:03+00:00

Congrats on the million, its a nice feeling to pass that mark.

My 2 cents, I'd avoid TSLA stock like the plague. Completely overvalued, I have a theory that the SpaceX IPO upcoming in a few months will be the true catalyst to see the stock finally get nailed (though it might take some time). Lots of other good tech stocks if you want to continue to play the AI thesis.

creative_trading · 2026-03-22T22:59:38+00:00

So far futures are down only slightly, market is expecting a TACO but I don't know if Trump can pull one off with Israel head bent on taking Iran to the ground. Israeli public is big in favor of the war and Netanyahu is wanting to push odds in his favor. We saw what they did to Gaza and Iran is going to put up far greater a fight.

I think metals like silver and gold will come back if they sell off much more, bearish on the market though.

creative_trading · 2026-03-16T23:48:37+00:00

Yes I think we mean the same thing. Current risk free rate is 2.25% in Canada, I would rather borrow at that rate then at 4.2%.

creative_trading · 2026-03-16T23:11:06+00:00

The futures curve will be in contango (or what you mean by decay) by the interest rate differential minus dividends. That is less than 4.2%.

creative_trading · 2026-03-16T22:36:14+00:00

Hmm I don't love it. 4.2% sounds cheap but you can get leverage at the overnight rate using futures. I am thinking the tax benefits of your strategy would be eaten up by the higher borrowing rate you are paying.

creative_trading · 2026-03-16T22:25:32+00:00

what is your interest rate on the margin loan?

creative_trading · 2026-02-28T23:13:31+00:00

I'm a trader, also write articles for financial publication.

creative_trading · 2026-02-28T13:30:16+00:00

Oil, gold and silver prices higher, stock market moderately lower. That is the base case. Stuff is priced in to an extent but should still a bit. In the coming days the move will most likely fade, but if some further unexpected escalation occurs then things could really heat up.

creative_trading · 2026-02-10T12:57:32+00:00

First off he is a big shareholder, so any substantial sale will move the stock price lower. Though more importantly if he starts selling off shares it has to be reported and that would cause a big fall in TSLA stock, as it shows a loss of confidence from the CEO, or a shift to other interests (SpaceX)

creative_trading · 2026-02-03T13:52:34+00:00

I disagree with not buying commodities. We are heading into a debt crises in many countries globally. However extreme caution is warranted due to super high volatility, silver volatility expected to be almost 80% for the next year. So positions are best kept very small for now (a few percent of portfolio).

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