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And companion article-
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So NVIDIA's accounts receivable as % of TTM revenue has dropped from16.14% (1/2024) to 14.67% (7/2024).
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la gente esta muy loca wrote:
So NVIDIA's accounts receivable as % of TTM revenue has dropped from16.14% (1/2024) to 14.67% (7/2024).
So, how much has the revenue gone up?
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$60.922 billion to $96.307 billion, CoreWeave must be taking on a lot of debt.
TTM year over year; 7/2024 -7/2023, it's $96.307 billion vs $32.681 billion.
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we have a mad king
his crazy and traitorous picks for cabinet show trump will indeed put on huge tariffs,round up people and put them into camps, and slash fed spending by large amounts if he can.
I'm selling a lot of stock, or at least putting stops under the market for a huge amount of my equity portfolio. I don't think the market understands what a crazy president willing to break laws and norms can do to the world and the economy, with a senate all on board with his monarchic tendencies.
At the very least companies will pull back and say 'let's just hold back on hiring and new projects until we see how crazy this guy is going to be.' Which would slow things. And that's the best case.
I'm up c.25% over the last year that's good enough for me to sit and earn 4.6% in a money market account until the dust clears. Don't care if the market rises. I have enough money. Don't want to risk it. Don't need to.
This post was edited 2 minutes after it was posted.21 -
agip wrote:
we have a mad king
his crazy and traitorous picks for cabinet show trump will indeed put on huge tariffs,round up people and put them into camps, and slash fed spending by large amounts if he can.
I'm selling a lot of stock, or at least putting stops under the market for a huge amount of my equity portfolio. I don't think the market understands what a crazy president willing to break laws and norms can do to the world and the economy, with a senate all on board with his monarchic tendencies.
At the very least companies will pull back and say 'let's just hold back on hiring and new projects until we see how crazy this guy is going to be.' Which would slow things. And that's the best case.
I'm up c.25% over the last year that's good enough for me to sit and earn 4.6% in a money market account until the dust clears. Don't care if the market rises. I have enough money. Don't want to risk it. Don't need to.
I understand those feelings, but I'm personally pretty heavily weighing Trump growth stocks. Think bitcoin-focused ones, Tesla, and other Trump-friendly ones that would do well with him - even slightly unstable - in power. Especially if Musk himself has a ton of control over where the $ goes.
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fjb wrote:
agip wrote:
we have a mad king
his crazy and traitorous picks for cabinet show trump will indeed put on huge tariffs,round up people and put them into camps, and slash fed spending by large amounts if he can.
I'm selling a lot of stock, or at least putting stops under the market for a huge amount of my equity portfolio. I don't think the market understands what a crazy president willing to break laws and norms can do to the world and the economy, with a senate all on board with his monarchic tendencies.
At the very least companies will pull back and say 'let's just hold back on hiring and new projects until we see how crazy this guy is going to be.' Which would slow things. And that's the best case.
I'm up c.25% over the last year that's good enough for me to sit and earn 4.6% in a money market account until the dust clears. Don't care if the market rises. I have enough money. Don't want to risk it. Don't need to.
I understand those feelings, but I'm personally pretty heavily weighing Trump growth stocks. Think bitcoin-focused ones, Tesla, and other Trump-friendly ones that would do well with him - even slightly unstable - in power. Especially if Musk himself has a ton of control over where the $ goes.
Ok good luck with that
i I don’t make material trades like that, based on investor psychology rather than long term strategy.
but yeah I’m sure some selected companies favored by Putin in Russia did just fine. Could have that kind of thing here.
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agip wrote:
fjb wrote:
I understand those feelings, but I'm personally pretty heavily weighing Trump growth stocks. Think bitcoin-focused ones, Tesla, and other Trump-friendly ones that would do well with him - even slightly unstable - in power. Especially if Musk himself has a ton of control over where the $ goes.
Ok good luck with that
i I don’t make material trades like that, based on investor psychology rather than long term strategy.
but yeah I’m sure some selected companies favored by Putin in Russia did just fine. Could have that kind of thing here.
Most of my money is ETF's / market-tracking index funds that I let sit. The roughly 10% I actively deal with based on what I personally think will do well is more growth-focused and technology heavy. Then I have roughly 1-2% in crypto, split between legit ones like bitcoin and a couple of 'moonshot' altcoins where a loss wouldn't really matter
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fjb wrote:
agip wrote:
Ok good luck with that
i I don’t make material trades like that, based on investor psychology rather than long term strategy.
but yeah I’m sure some selected companies favored by Putin in Russia did just fine. Could have that kind of thing here.
Most of my money is ETF's / market-tracking index funds that I let sit. The roughly 10% I actively deal with based on what I personally think will do well is more growth-focused and technology heavy. Then I have roughly 1-2% in crypto, split between legit ones like bitcoin and a couple of 'moonshot' altcoins where a loss wouldn't really matter
sounds like we are similar. I have a relatively small trading account where I do fun stuff. The great majority is just stable ETFs I've not trimmed since 2009. But I will now. In the IRAs anyway, where there's no tax problem.
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agip wrote:
we have a mad king
his crazy and traitorous picks for cabinet show trump will indeed put on huge tariffs,round up people and put them into camps, and slash fed spending by large amounts if he can.
I'm selling a lot of stock, or at least putting stops under the market for a huge amount of my equity portfolio. I don't think the market understands what a crazy president willing to break laws and norms can do to the world and the economy, with a senate all on board with his monarchic tendencies.
At the very least companies will pull back and say 'let's just hold back on hiring and new projects until we see how crazy this guy is going to be.' Which would slow things. And that's the best case.
I'm up c.25% over the last year that's good enough for me to sit and earn 4.6% in a money market account until the dust clears. Don't care if the market rises. I have enough money. Don't want to risk it. Don't need to.
Always remember The Gente First Rule of Panic, be the first to panic or as I use to quote @barnejek (aka Bartek Pawlowski) "You gotta be first or right. If both that's lucky".
Welcome to the Andrew Mellon Club.50 -
agip wrote:
we have a mad king
his crazy and traitorous picks for cabinet show trump will indeed put on huge tariffs,round up people and put them into camps, and slash fed spending by large amounts if he can.
I'm selling a lot of stock, or at least putting stops under the market for a huge amount of my equity portfolio. I don't think the market understands what a crazy president willing to break laws and norms can do to the world and the economy, with a senate all on board with his monarchic tendencies.
At the very least companies will pull back and say 'let's just hold back on hiring and new projects until we see how crazy this guy is going to be.' Which would slow things. And that's the best case.
I'm up c.25% over the last year that's good enough for me to sit and earn 4.6% in a money market account until the dust clears. Don't care if the market rises. I have enough money. Don't want to risk it. Don't need to.
Regarding Capital Gains - we once worried that Democrats would tax them, and now we worry that the Republicans will make them dissappear.
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Posted without comment:
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Joe sure seemed happy. Why was that?
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I am just glad my wife is not a lunatic liberal. Our marriage would not last with four years without sex. How are you guys going to manage?
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miserable, horrible call so far.
Henrik Zeberg
@HenrikZeberg
Major #BlowOffTop before #Recession. The Recession will be very severe - and cause the largest Market Crash since the Crash of 1929.
This is my Outlook (January 2024)!
In early 2023, I said that I would be met with doubts and a question of "Why Recession?, as the stock market soared into late 2023 - and continues to do so into 2024.
Now we are here! My doubters are rising (and will continue to do so, as the market strengthens coming months)
The arguments are:
1) "We already had the Recession in '22"
2) "Fed is aware and will not allow it"
3) "Fed has changed the Game"
4) "We are in a new liquidity cycle"
5) "It will not be allowed in a Presidential Election year"
..... and so on!
All chitchat - and based in a complete lack of understanding of the Business Cycles.Conclusion
Major Recession will set in. The Titanic has already hit the Iceberg - and it will sink.
There is nothing that can be done from the Fed or any administration.
The consumer is hurt bad through Housing and Personal Interest Payments - and will soon feel4:25 AM · Jan 12, 2024
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52.7K
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agip wrote:
we have a mad king
his crazy and traitorous picks for cabinet show trump will indeed put on huge tariffs,round up people and put them into camps, and slash fed spending by large amounts if he can.
I'm selling a lot of stock, or at least putting stops under the market for a huge amount of my equity portfolio. I don't think the market understands what a crazy president willing to break laws and norms can do to the world and the economy, with a senate all on board with his monarchic tendencies.
At the very least companies will pull back and say 'let's just hold back on hiring and new projects until we see how crazy this guy is going to be.' Which would slow things. And that's the best case.
I'm up c.25% over the last year that's good enough for me to sit and earn 4.6% in a money market account until the dust clears. Don't care if the market rises. I have enough money. Don't want to risk it. Don't need to.
Trump is not going to round up any citizens. Just a ridiculous thing to say.
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Sally Vix wrote:
agip wrote:
we have a mad king
his crazy and traitorous picks for cabinet show trump will indeed put on huge tariffs,round up people and put them into camps, and slash fed spending by large amounts if he can.
I'm selling a lot of stock, or at least putting stops under the market for a huge amount of my equity portfolio. I don't think the market understands what a crazy president willing to break laws and norms can do to the world and the economy, with a senate all on board with his monarchic tendencies.
At the very least companies will pull back and say 'let's just hold back on hiring and new projects until we see how crazy this guy is going to be.' Which would slow things. And that's the best case.
I'm up c.25% over the last year that's good enough for me to sit and earn 4.6% in a money market account until the dust clears. Don't care if the market rises. I have enough money. Don't want to risk it. Don't need to.
Trump is not going to round up any citizens. Just a ridiculous thing to say.
Did Trump round up anybody during his first term? Of course not. BUT he is going to during his second term? This is why you guys lost. Just making up crap.
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Sally Vix wrote:
agip wrote:
we have a mad king
his crazy and traitorous picks for cabinet show trump will indeed put on huge tariffs,round up people and put them into camps, and slash fed spending by large amounts if he can.
I'm selling a lot of stock, or at least putting stops under the market for a huge amount of my equity portfolio. I don't think the market understands what a crazy president willing to break laws and norms can do to the world and the economy, with a senate all on board with his monarchic tendencies.
At the very least companies will pull back and say 'let's just hold back on hiring and new projects until we see how crazy this guy is going to be.' Which would slow things. And that's the best case.
I'm up c.25% over the last year that's good enough for me to sit and earn 4.6% in a money market account until the dust clears. Don't care if the market rises. I have enough money. Don't want to risk it. Don't need to.
Trump is not going to round up any citizens. Just a ridiculous thing to say.
His supporters were going door to door in my neighborhood yesterday with a list of names. We drew the blinds and didn't answer the bell and eventually they went away but I'm afraid they will return. They were wearing armbands and being transported in FEMA trucks.
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I strange factoid, Democrats do what they accuse others of doing. The FEMA trucks and workers in North Carolina were avoiding homes with Trump signs following the aftermath of hurricane Helene. Provable.
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