Stock scream room

Discussion of the Stock portion of the Permanent Portfolio

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ochotona
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Re: Stock scream room

Post by ochotona » Fri Oct 12, 2018 6:43 pm

dualstow wrote:
Fri Oct 12, 2018 6:05 pm
#markettiming

What do you all think about trimming VP stocks after the midterm elections?
Go RealInvestmentAdvice.com, subscribe to the weekly Newsletter, and use the Real 401(k) Manager (at the bottom of the weekly newsletter) to manage the VP. Lance Roberts will advise you to be 25%, 50%, 75%, or 100% of full strength. It's free.

Or, use my blog. Subscribe to my GEM blog, and use the signals for managing the VP. Not as nuanced as Lance Roberts, all-in or all-out.
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dualstow
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Re: Stock scream room

Post by dualstow » Fri Oct 12, 2018 7:37 pm

Is that a yes or a no, Ocho? O0
de-fang the snake, said my filipino kali instructor. Shortly after that, he hit me in the head with a rattan stick.
— Desert, 2016 (Nomad clothing thread)
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buddtholomew
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Re: Stock scream room

Post by buddtholomew » Sat Oct 13, 2018 10:40 am

ochotona wrote:
Fri Oct 12, 2018 6:43 pm
dualstow wrote:
Fri Oct 12, 2018 6:05 pm
#markettiming

What do you all think about trimming VP stocks after the midterm elections?
Go RealInvestmentAdvice.com, subscribe to the weekly Newsletter, and use the Real 401(k) Manager (at the bottom of the weekly newsletter) to manage the VP. Lance Roberts will advise you to be 25%, 50%, 75%, or 100% of full strength. It's free.

Or, use my blog. Subscribe to my GEM blog, and use the signals for managing the VP. Not as nuanced as Lance Roberts, all-in or all-out.
Interesting life you’ve carved out for yourself Ocho.
Just visited your blog.
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ochotona
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Re: Stock scream room

Post by ochotona » Sat Oct 13, 2018 11:33 am

I am super glad I ran into trend-following. I think it was Machine Ghost who tipped me off.
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buddtholomew
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Re: Stock scream room

Post by buddtholomew » Sat Oct 13, 2018 1:02 pm

Ochotona = Pika?
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dualstow
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Re: Stock scream room

Post by dualstow » Tue Oct 16, 2018 1:36 pm

Now that's a rally. Might even last through the day.
de-fang the snake, said my filipino kali instructor. Shortly after that, he hit me in the head with a rattan stick.
— Desert, 2016 (Nomad clothing thread)
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buddtholomew
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Re: Stock scream room

Post by buddtholomew » Tue Oct 16, 2018 3:06 pm

dualstow wrote:
Tue Oct 16, 2018 1:36 pm
Now that's a rally. Might even last through the day.
Insane!
NFLX up 15%+ after hours on EPS beat.
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dualstow
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Re: Stock scream room

Post by dualstow » Tue Oct 16, 2018 7:07 pm

I'm glad to hear it. My family has done well with Netflix but I'm below breakeven myself, on that one.
de-fang the snake, said my filipino kali instructor. Shortly after that, he hit me in the head with a rattan stick.
— Desert, 2016 (Nomad clothing thread)
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Cortopassi
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Re: Stock scream room

Post by Cortopassi » Tue Oct 16, 2018 10:21 pm

buddtholomew wrote:
Tue Oct 16, 2018 3:06 pm
dualstow wrote:
Tue Oct 16, 2018 1:36 pm
Now that's a rally. Might even last through the day.
Insane!
NFLX up 15%+ after hours on EPS beat.
NFLX is up there with AMZN on the number of people who have been bashing it for burning cash for years but they have yet to stop going up. And the people who bash have not stopped bashing. One in particular I recall was calling to short AMZN in the $600s a couple years ago.

I don't really understand the passion some people have with their positions on certain stocks (or gold, or bonds). Why beat yourself up with the wrong analysis, day after day, year after year? Yeah, maybe one day you'll be right and AMZN will lose 50% of its value but that will be to a level higher than when you called to short it.

Just own some of all of them with the PP.
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dualstow
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Re: Stock scream room

Post by dualstow » Wed Oct 17, 2018 3:30 pm

Cortopassi wrote:
Tue Oct 16, 2018 10:21 pm


I don't really understand the passion some people have with their positions on certain stocks (or gold, or bonds). Why beat yourself up with the wrong analysis, day after day, year after year?
In the late 90s and early aughts, it was short sellers on AOL and Yahoo Message Boards trying to convince everyone to sell.
this bloated pig is going down!
Now, there's no excuse. O0
de-fang the snake, said my filipino kali instructor. Shortly after that, he hit me in the head with a rattan stick.
— Desert, 2016 (Nomad clothing thread)
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ochotona
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Re: Stock scream room

Post by ochotona » Wed Oct 17, 2018 6:46 pm

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dualstow
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Re: Stock scream room

Post by dualstow » Thu Oct 18, 2018 8:11 am

ochotona wrote:
Wed Oct 17, 2018 6:46 pm
Bogle

https://youtu.be/x5fX0CdESMk
Yeah, saw that on Bogleheads. Now they’re resuming that perennial argument about international vs all U.S. Why do I even lurk.
de-fang the snake, said my filipino kali instructor. Shortly after that, he hit me in the head with a rattan stick.
— Desert, 2016 (Nomad clothing thread)
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