The Long Term Investor

Discussion in 'Investing' started by WXYZ, Oct 2, 2018.

  1. WXYZ

    WXYZ Well-Known Member

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    I start the week with fours stocks up and three down.

    Of course....NVDA is DOWN early today. Based on recent reaction to GREAT earnings......and total disrespect for this stocks recent earnings reports....I dont have high expectations at all for what we will see following yet another GREAT earnings report on Wednesday.

    GREEN at the moment.....COST, GOOGL, AMZN, and PLTR. RED at the moment....MSFT, AAPL, and NVDA.
     
  2. WXYZ

    WXYZ Well-Known Member

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    A meaningless market today.....that is struggling for direction. BASICALLY a short term waste of time. So....I will check back later.
     
  3. WXYZ

    WXYZ Well-Known Member

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    The RIDICULOUS MANIPULATION of the markets in response to NVDA earnings is starting NOW. Apparently the numbers......dont matter. WHY? Because Morgan Stanley.....WTF.....is ramping up ridiculous questions and speculation. As noted in the opening of the article:

    "The company has a nearly unblemished track record of earnings and revenue beats that stretches back dozens of quarters."

    And the majority of those quarters have been RIDICULOUSLY IGNORED by the markets. Yet the company piles them up one after another, after another.

    Nvidia’s earnings will play second fiddle to these big investor debates
    Morgan Stanley is looking to see how Nvidia is managing the memory crunch and whether it can generate significant revenue outside of GPUs

    https://www.marketwatch.com/story/n...fiddle-to-these-big-investor-debates-908abcd2
     
  4. WXYZ

    WXYZ Well-Known Member

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    A.....SMALL....loss for my stocks today. Only two were RED.....but of course one was NVDA so that caused much of the loss. the other red stock was....AAPL. I also BEAT the SP500 today by......0.05%....with my stocks.

    One day closer to NVDA earnings.
     
  5. WXYZ

    WXYZ Well-Known Member

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  6. WXYZ

    WXYZ Well-Known Member

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    Lots of good investor "behavior" in this little article.

    Investing Lessons From the Indianapolis Motor Speedway
    A racing driver explains behavioral finance.

    https://www.fisherinvestments.com/e...-lessons-from-the-indianapolis-motor-speedway

    ......."Remember, too, this is a lifelong endeavor. If you have never made an investing error, congratulations on your first trade! The reality: No one is perfect. Anyone who has invested for some stretch of time has erred in some measure—maybe big, maybe smaller. Embrace it. Tell people about it and what you learned from it. And be ready to embrace a new learning opportunity when you inevitably mess up in a different way. Failure isn’t final unless you let it be."
     
  7. WXYZ

    WXYZ Well-Known Member

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    A little laundry list article of potential ISSUES going forward. I am CONTENT to ignore all of them and let the long term cure all ills.

    Weekly Market Pulse: Chokepoints

    https://alhambrapartners.com/weekly-market-pulse-chokepoints/?src=news

    ....."The consensus among stock investors these days seems to be that this too shall pass. But what if it doesn’t? What if changes in economic policy and an activist foreign policy have permanently reduced the potential growth of the economy? The mood in the stock market is certainly “cheery” as Buffett put it.

    Is the price too dear?"
     
  8. WXYZ

    WXYZ Well-Known Member

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    I have been IGNORING the RED markets today. This little reaction is right in time for the NVDA earnings tomorrow. Every single time NVDA is up for earnings all the NEGATIVITY ramps up and right on schedule.....the great earnings BEAT that they always put up....does not matter.

    Based on the last 10 NVDA earnings reports....it will be a BIG BEAT.....and as usual....it will NOT matter. The stock will be punished for....NOTHING.

    What a waste.
     
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  9. WXYZ

    WXYZ Well-Known Member

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  10. WXYZ

    WXYZ Well-Known Member

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    ALL....that matters short term is the Treasury yields. As usual BIG BROAD THEMES are driving the markets. Actual fundamental business results do not matter.

    The more the MEDIA and other make broad themes the driver of the markets....the more EARNINGS do not matter. This is a HUGE change from how the markets used to focus on business results.
     
  11. WXYZ

    WXYZ Well-Known Member

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    Of course....a perfect day for the fear-monger I call MR A-HOLE.....to pop in and push his short trades. LUCKILY I cant read this pay-wall article.

    Michael Burry adds to beaten-down stocks while warning of echoes of dot-com bubble

    https://www.cnbc.com/2026/05/19/mic...hile-warning-of-echoes-of-dot-com-bubble.html

    This guy is smarter than this. There is simply.....NO.....comparison to now and the DOT-COM CRASH. This is pure PR team pushed BS to push his personal trades.
     
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  12. WXYZ

    WXYZ Well-Known Member

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    A WORTHLESS day in the markets as the RED has expanded. I am not going to waste any more time on this foolishness.....since I am not finding anything of any interest or importance.....anyway.

    I will just sit and wait for the next wave.
     
  13. WXYZ

    WXYZ Well-Known Member

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    Of course the current market freak-out as NVDA is on deck....has driven the stock down by nearly $20 in only three days. Approximately.......(-8%).
     
  14. TireSmoke

    TireSmoke Well-Known Member

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    All we can do is sit back and enjoy the ride! I feel we just need to be persistent. If you keep winning over and over it's only a matter of time before it can no longer be ignored.
     
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  15. oldmanram

    oldmanram Well-Known Member

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    Do you think the Big Boy's locking in some profits for Q2 ?
    I'm just thinking about the timing of this selloff............... 5/20/2026
    I know they do in September........Or so I I have heard ........
     
  16. oldmanram

    oldmanram Well-Known Member

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    I'm going to go take a nap ........ Wake me when this bloodbath is over .......
    Or if you have some cash ..... Go Shopping !!!!!!

    Micron actually has been UP (Barely........ the last 3 trading day's)
     
    #29456 oldmanram, May 19, 2026
    Last edited: May 19, 2026
    WXYZ likes this.
  17. oldmanram

    oldmanram Well-Known Member

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    WOW , Now that was a comeback ...................erased big loss , in an hour ?
     
  18. oldmanram

    oldmanram Well-Known Member

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    It's just a roller coaster today ....... ARGH
     
  19. bigbear0083

    bigbear0083 Active Member

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    hardly a bloodbath imo. more like a pause/breather after the massive run higher (esp. in tech). s&p cash just a mere -2% off the ATH. that's a pretty shallow pullback as it is now.

    i guess all eyes on tomm after the close

    ...
    [​IMG]

    will be interesting to see market reaction. and if there is any meaningful move in either direction post ER.

    my guess is it will be more of the same as we've seen lately.

    not sure if we're onto the start of a major market correction (yet). yes, geopolitical risks still out there. but, i'm thinking unless it's a true "black swan" type of event, and it would have to be something "new" that the market hasn't yet priced in yet. like a real oil shock. not anything that we've seen yet.

    seems like it's steady as she goes for the majors for now. these 2-5% pullbacks here and there are pretty necessary and very healthy for the markets. if we didn't have them would actually be more worrisome. the fact that we're getting them is encouraging imo.
     
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  20. TireSmoke

    TireSmoke Well-Known Member

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    Another NVDA earning report is upon us eod. I am wondering if this is one to break our streak of record earnings and stock price falling out. I'm not holding my breath.
     
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