OT: Stock and Investment Thread
- Thread starter RU05
- Start date
You should be proud of me. Second round of bonuses hit today, so my personal account is now 50% cash. Let's freaking go!!!
It's like Trump timed the tariffs and Iran around my financial schedule.
Mission accomplished tweet coming soon? Likely get a 4-5%+ day for the market.
US and Israel are pounding the Iranian coast along the Strait. NATO and Japan may start providing support for securing the shipping lanes.
Joint statement on Strait of Hormuz by European nations, Japan, Canada
Leading European nations, Japan and Canada issued a joint statement on Thursday saying they were ready to join appropriate efforts to ensure safe passage through the Strait of Hormuz and would take steps to stabilise energy markets.
Joint statement on Strait of Hormuz by European nations, Japan, Canada
Leading European nations, Japan and Canada issued a joint statement on Thursday saying they were ready to join appropriate efforts to ensure safe passage through the Strait of Hormuz and would take steps to stabilise energy markets.
Ya this all seems to be on a tweet/interview from Trump
Iran has to be on board which maybe they are if they are so beaten down but I am skeptical
Everyone needs an off ramp. But I don’t see direct talks. It’ll be broker deal by Saudi or a US friendly Middle East ally.
Trump said “intense talks” have taken place over the last 48 hours
Don’t know the specifics…..or how accurate thats is.
Market seems to be taking the news with a grain of salt. I would have expected a much more robust response if there was complete jubilence.
Haven't we learned from 2025:
It all starts with a tweet and it all ends with a tweet
Not saying this is that magical tweet yet, but we all know how this story will end (via the whims of one person).
Good thing Trump hooked his crew up reports are there was heavy oil and stock trading volumes minutes before Trump’s TACO post.
My HOOD degen account was up 5% today! Pretty much all energy, shipping, and ag stocks/calls. Nothing with gold or metals until trends change.
Yeah, we are at the whims of the tweets for now. Until formal resolution. Just need to power through without doing anything stupid.
Not sure if I mentioned.....got stopped out of MSFT and NOW calls. Modestly up with my AAPL calls.
Jamie Dimon says Iran war makes Middle East peace prospects better in the long term
- JPMorgan Chase CEO Jamie Dimon said the Iran war is risky in the short run but could improve the odds of a lasting Middle East peace.
- Dimon tied the peace calculus directly to economics, arguing that foreign direct investment flowing into the region will stall without stability.
- Speaking with Palantir executive Mike Gallagher at a Washington, D.C., conference, Dimon said the regional attitude toward peace has fundamentally shifted from 20 years ago: "They all want it."
Lebanon was mad at Iran for dragging them into another war with Israel, Iran then bombs Lebanon.
Saudi’s, UAE, Qatar. If we can also flip Lebanon, and oust the Iranian leadership, that is much of the region in our side.
Im not sure an end is near as the strait is a surprisingly difficult nut to crack and having come this far it seems foolish to not complete the job in terms of full regime change but stock opportunities will be there for the taking.
Im getting close to getting back into gold. $4500 looks to be a modest level of support. And $4000 should be stiff support.
JNUG showing signs already.
Strong support at $4530. I'll tag you on the chart. Silver support at $73.4. Above these levels should be good buys (unless a bad tweet comes along!). LOL.
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Nice looking chart for XOP:
XOP also has broken out, which might hold as of the end of March. Rallies up to $210-$220 possible. Exploration and Production stocks also have shown great outperformance lately, and XOP is set to make its highest month—end close in years, potentially with March coming to an end within the next week.
XOP, similar to OIH, could press a bit higher over the next 1-2 months, but I expect that any meaningful peak in Crude oil might happen sometime in April, and this might be a time to revisit this ETF.
For now, I’m expecting a tactical follow-through over the next month and anticipate that XOP might get to $210-$220, which should prove to be strong resistance.
XOP also has broken out, which might hold as of the end of March. Rallies up to $210-$220 possible. Exploration and Production stocks also have shown great outperformance lately, and XOP is set to make its highest month—end close in years, potentially with March coming to an end within the next week.
XOP, similar to OIH, could press a bit higher over the next 1-2 months, but I expect that any meaningful peak in Crude oil might happen sometime in April, and this might be a time to revisit this ETF.
For now, I’m expecting a tactical follow-through over the next month and anticipate that XOP might get to $210-$220, which should prove to be strong resistance.
Qatar cuts helium production and processor manufacturing, MRIs and AI/data in the crosshairs. Trump brags of US'/Israel destroying Iran's leadership and communications but "we are having good talks." Iran once met for talks over an initial proposal and the meeting was blown-up. I dont think the "alliance" knows what it it doing.
They expected regime destruction and popular revolt (same as Iraq and Saddam) and of course didn't get it.
Now the global economy is hanging in balance. Its planting season and fertilizers are missing or high prices. The Gulf states dont have their own food or fresh water and its fragile. A marine landing will not be "like Iowa Jima_ as Lindsey Graham says. It will be drones and hypersonic missiles that US can't handle. It would be more like Dunkirk than Iwo.
apnews.com
They expected regime destruction and popular revolt (same as Iraq and Saddam) and of course didn't get it.
Now the global economy is hanging in balance. Its planting season and fertilizers are missing or high prices. The Gulf states dont have their own food or fresh water and its fragile. A marine landing will not be "like Iowa Jima_ as Lindsey Graham says. It will be drones and hypersonic missiles that US can't handle. It would be more like Dunkirk than Iwo.
The Iran War Just Exposed America’s Hidden AI Chokepoint: Helium
Iran war halts Qatar helium output, threatening global tech supply chains
The Iran war is tightening global tech supply chains by cutting off helium from Qatar, a key source of the gas used in advanced industries like chipmaking.
apnews.com
Dunkirk? C'mon.Qatar cuts helium production and processor manufacturing, MRIs and AI/data in the crosshairs. Trump brags of US'/Israel destroying Iran's leadership and communications but "we are having good talks." Iran once met for talks over an initial proposal and the meeting was blown-up. I dont think the "alliance" knows what it it doing.
They expected regime destruction and popular revolt (same as Iraq and Saddam) and of course didn't get it.
Now the global economy is hanging in balance. Its planting season and fertilizers are missing or high prices. The Gulf states dont have their own food or fresh water and its fragile. A marine landing will not be "like Iowa Jima_ as Lindsey Graham says. It will be drones and hypersonic missiles that US can't handle. It would be more like Dunkirk than Iwo.
The Iran War Just Exposed America’s Hidden AI Chokepoint: Helium
Iran war halts Qatar helium output, threatening global tech supply chains
The Iran war is tightening global tech supply chains by cutting off helium from Qatar, a key source of the gas used in advanced industries like chipmaking.
But let's not make this a political thread. WTI at $87 this morning says the market is maybe seeing the light at the end of the tunnel, even if we are not there at the moment.
In additional to my gold plays, definitely watching copper (COPX) to jump back in. Druck says copper is heading to $10.
I was seeing in my portfolio that AEM had been down a bunch in the midst of the precious metals sell off, but I thought for sure I had sold it.
Well I was right, dividend reinvestment. I was only looking at stock price.
Like JNUG, I'm going to be buying back in.
Well I was right, dividend reinvestment. I was only looking at stock price.
Like JNUG, I'm going to be buying back in.
I've mentioned it, that I timed selling gold right at the top, so great trade.......... but I went pretty heavy into copper and thus have gotten crushed there.
Going to add to copper as well.
LOLOL.....HAHAHA. Ok.Qatar cuts helium production and processor manufacturing, MRIs and AI/data in the crosshairs. Trump brags of US'/Israel destroying Iran's leadership and communications but "we are having good talks." Iran once met for talks over an initial proposal and the meeting was blown-up. I dont think the "alliance" knows what it it doing.
They expected regime destruction and popular revolt (same as Iraq and Saddam) and of course didn't get it.
Now the global economy is hanging in balance. Its planting season and fertilizers are missing or high prices. The Gulf states dont have their own food or fresh water and its fragile. A marine landing will not be "like Iowa Jima_ as Lindsey Graham says. It will be drones and hypersonic missiles that US can't handle. It would be more like Dunkirk than Iwo.
The Iran War Just Exposed America’s Hidden AI Chokepoint: Helium
Iran war halts Qatar helium output, threatening global tech supply chains
The Iran war is tightening global tech supply chains by cutting off helium from Qatar, a key source of the gas used in advanced industries like chipmaking.
FYI - just following up on this. You are right, all the main crude oil metrics I use/see is for WTI, not brent. Oops!
You want to buy high and sell higher in this market? You got some cojones, my friend!!! I want to buy FSLY, but am afraid it has run up too much and will wait for a pullback at some point.
That stock is bucking the trend.
Up on the month.
Up big on the 3 month.
Up huge on the year.