@stocktalkweekly Wait this is actually so helpful because I’m super interested to go through these and study the charts/ fundamentals/price action from when you were building out your thesis. Super cool, thanks!
@StocksOnSpaces I remember the first time I heard stock talk he was covering the Ukraine war that had just begun. So crazy coming back to x and hearing how much he has grown!!
I hope I'm wrong.
But tonight feels like some sort of invisible line has been crossed that we didn't even know was there. The last time I felt like this was 9/11 when it was clear, without knowing the how and the what, that the world was about to change forever.
Like the rules of the game had been permanently altered and there was simply no going to back to the innocent, peaceful past.
I didn't feel like this when an attempt was made on President Trump's life. If I had to rationalise why I didn't, I guess it's because several US Presidents have been shot at and even assassinated. Somehow it was within the realms of the possible, no matter how awful.
But to murder a young father simply for doing debates and mobilising young people to vote for a party that represents half of America? This is something else.
Charlie's death is a tragedy for his wife, his children and his family. I don't pray often. I am praying for them tonight.
But I fear his murder will be a tragedy for all of us in ways we will only understand as time unfolds.
I hope I'm wrong.
@short_punisher@K_P_W3 This is exactly what I do, and don’t see many people talking about it. I use large positions relative to my trading account but small relative to my savings. It works really well for me, and makes risk management easier over time. Thanks for sharing!
Spaces tomorrow at 6:00pm ET! Going to discuss upcoming earnings season, Macro, the Fed, $TWTR / Musk debacle and implications for $TSLA, $DWAC & $CFVI, along with broad discussion of special situations, strategy, and latest success with Tenneco $TEN! Interested in joining?
The “it’s not enough” mentality is killing your trading results.
You might find yourself not taking profits when you should or taking a trade when you shouldn't.
If you dig deep into that thought pattern, you’ll find the belief that gives rise to it: “I’m not good enough”
1/5
Atlanta Fed GDPnow was updated on Friday (yesterday). ISM and construction spending were added.
Q2 GDP tracking took a huge hit. It is now projected to DECLINE by 2.1%.
Remember Q1 2022 was -1.6%.
Every trade is NOT target or stop out.
Some trades are exit because it doesn't feel right based on your observation.
The key is the develop clear rules for when you will short circuit a trade.
I discovered S&P Global's "Sector Primer Series" over the weekend.
It's a great way at getting your feet wet in a host of sectors.
Here's a thread of each Sector Series with links to the full PDFs.
Enjoy! 🧵