The Rokslide Stock Traders Thread

[NDGuy]

Since this is a TRADER thread I’m wondering how many traders are excited about this volatility and see it as a huge opportunity?
I’m retired and am somewhat conservative, but also have a not small % of portfolio that I trade. I raised cash in anticipation of what’s happening now, but probably not enough. Got my tit in the wringer on a couple of trades, but overall see this as an opportunity.

It is but I would at most DCA into this, let things settle before going large long.

Remember how much we have exploded the last few years, ALOT of room to dip back down yet.

 

[CorbLand]

What would change over weekend? Or more sell,off next week? What are the other catalyst for more sell, other than other tariff policy announcement?

Letting the initial shock wear off and seeing where things land. Could have been a massive over reaction yesterday and today, that could be realized and corrected on Monday. Could also be realized that the market didnt react enough.

This is where DCA comes in handy.

Personally, I think we are headed lower but it will continue to be a slower pace down with a few days of up sprinkled in. Too much uncertainty in everything for the market to get it right.

 

[Silver Wings]

It is but I would at most DCA into this, let things settle before going large long.

Remember how much we have exploded the last few years, ALOT of room to dip back down yet.

Agree…my crystal ball is a little cloudy yet, but have no doubt that there will be further downside.

 

[5MilesBack]

This market was due for a decent correction even before Trump took office again. If you look at the charts it's still closer to the top on the hyperbolic rise than it isn't. I could easily see a 40%+ correction........but my guess could be as good or bad as anyone else's. Need to get that S&P P/E ratio down into the teens. And if the economy contracts as well, earnings will drop even more.......thereby needing the prices to drop accordingly as well.

 

[TaperPin]

Since this is a TRADER thread I’m wondering how many traders are excited about this volatility and see it as a huge opportunity?
I’m retired and am somewhat conservative, but also have a not small % of portfolio that I trade. I raised cash in anticipation of what’s happening now, but probably not enough. Got my tit in the wringer on a couple of trades, but overall see this as an opportunity.

We were going to trade in a car and pay cash for the difference, but it’s too good to pass up using that cash in this big dip and living with a 4 year old car a few more years. Drags on the economy are cumulative the economy is still strong so what’s happened hasn’t shown the full effect yet - the bottom may be towards the end of the year.

 

[Marshfly]

Since this is a TRADER thread I’m wondering how many traders are excited about this volatility and see it as a huge opportunity?
I’m retired and am somewhat conservative, but also have a not small % of portfolio that I trade. I raised cash in anticipation of what’s happening now, but probably not enough. Got my tit in the wringer on a couple of trades, but overall see this as an opportunity.

My bots are running as usual. When high Vix starts tanking, that's when mechanical option selling shines.

 

[BBob]

Since this is a TRADER thread I’m wondering how many traders are excited about this volatility and see it as a huge opportunity?

Oh yeah!

 

[Idaboy]

This market was due for a decent correction even before Trump took office again. If you look at the charts it's still closer to the top on the hyperbolic rise than it isn't. I could easily see a 40%+ correction........but my guess could be as good or bad as anyone else's. Need to get that S&P P/E ratio down into the teens. And if the economy contracts as well, earnings will drop even more.......thereby needing the prices to drop accordingly as well.

Why would we want the economy to contract? Is there data that an SP P/E 15 is a good thing? Not arguing, just don't get your point

 

[NDGuy]

Why would we want the economy to contract? Is there data that an SP P/E 15 is a good thing? Not arguing, just don't get your point

lol these guys thinking a 40% pullback wouldn't have more ramifications than 401ks

Guess who's going to continue to buy and own everything in the event something like that happens?

 

[CorbLand]

Why would we want the economy to contract? Is there data that an SP P/E 15 is a good thing? Not arguing, just don't get your point

I could see an argument being made that the economy has largely been propped up by government spending...but thats been happening since the 80s.

Honestly, this is the only time period that I can remember where I feel like people are actively advocating for an economy to collapse. Really kind of sad times.

 

[NDGuy]

Honestly, this is the only time period that I can remember where I feel like people are actively advocating for an economy to collapse. Really kind of sad times.

Why do you think that is

 

[go_deep]

 

[CorbLand]

Why do you think that is

Least controversial.

People saw the wealth that was created by many from the 2008 crash and want a piece of it. I struggle with it myself. I would love to be able to pick up a couple townhouses to rent out for half of what they are now.

 

[BBob]

Honestly, this is the only time period that I can remember where I feel like people are actively advocating for an economy to collapse. Really kind of sad times.

Perspective man, perspective! So far it's just a little blip.

 

[Ten Bears]

I think this event serves a few purposes outside the of the tariff/trade discussion.

Pumps the brakes on an overvalued market.
Creates a large sell off which helps collect to fill up the treasury with CG taxes.
Forces the Fed to react and lower rates.
Which in turn lowers the rate on the US debt which is obviously becoming an unsustainable problem just in the interest payment side itself.

No one is forcing you to sell.
For the first time in my life I actually have some real cash to dump back in when the bottom of this is met. Hoping I am have learned some lessons over the years and can improve my investments.

 

[CorbLand]

Perspective man, perspective! So far it's just a little blip.
View attachment 862926

I am not worried and I know. I am just saying that from the discussions I have had with people, it has surprised me how many people are wanting the economy to collapse. I have spoken/listened to many people with that desire over the last couple weeks/months.

I get it. I am in a position that I could take advantage of it and it would be kind of nice but I cant say that I actually truly want it to happen.

All reminds me of this

 

[Marshfly]

I am not worried and I know. I am just saying that from the discussions I have had with people, it has surprised me how many people are wanting the economy to collapse. I have spoken/listened to many people with that desire over the last couple weeks/months.

I get it. I am in a position that I could take advantage of it and it would be kind of nice but I cant say that I actually truly want it to happen.

All reminds me of this

I would imagine that people don't really want a collapse. They want a reset and then moving forward differently. Because they feel everything is broken. They simply don't know how to articulate that.

 

[MountainTracker]

View attachment 862927

Nice, what would have made it do that ….. haha jk I already know


Sent from my iPhone using Tapatalk

 

[CorbLand]

I would imagine that people don't really want a collapse. They want a reset and then moving forward differently. Because they feel everything is broken. They simply don't know how to articulate that.

Could be.

 

[Fowl Play]

If you are in the acquiring phase of your portfolio this is an opportunity, not a catastrophe. That’s why you see allot of young people rooting for it. Good reminder why you need to slowly pivot out of stocks as your time horizon to retirement shortens. Or have some liquid reserves to weather stuff like this and not have to sell when it’s down. It will rebound.

I say this and my portfolio has shrank significantly during this period. (Over 6 figs) so definitely tests your stomach and investing philosophy/risk profile. But… I won’t realize that loss as I wasn’t planning on selling for another 20 years anyway.