Buy To Open

Watching The Market

[Bluntz @Bluntz_Capital]

a bubble is just a bull market you have no exposure too

[Buy To Open @contango_]

WTI Crude Oil historical chart inflation adjusted with major events marked. This is closing prices only. Monthly until 1986 then daily data.

[Buy To Open @contango_]

@conksresearch Conks wishes he had pull like Citrini. Name all the disruptions.

[Buy To Open @contango_]

@E055Michel1842 @DzambhalaHODL He was also still saying this while at BW. It’s fear mongering. They consistently bought these stocks while he posted about the “collapse of the U.S.” everyday.

[Buy To Open @contango_]

The Dow Jones Industrial Average is a price-weighted index, so it’s basically an index you should never check. It shouldn’t even be an index. If a stock has a higher share price, it’s weighted more. That’s it.

“Oh but with the S&P 500, the top 10 companies are 40% of the index” QUIET. At least it’s weighted by actual size, not sticker price.

Also, in the Dow right now: $GS is 11.41% of the index and $AAPL is 3.42%. That alone tells you the whole story.

Example: NVIDIA is ~$185 and Molina Healthcare is ~$132.

If both were in the Dow:

+$1 on NVDA moves the Dow the same as +$1 on MOH. Identical impact. Because Dow logic is literally “a dollar is a dollar.”

In the S&P 500 (both of these are in $SPX / $SPY):

$NVDA market cap $4.51T, so +$1 is about $4.51T / $185.41 ≈ $24.32B of market cap.

$MOH market cap $6.77B, so +$1 is about $6.77B / ~$132 ≈ $51.4M of market cap.

Ratio: $24.32B / $51.4M ≈ 473x
(And in actual SPX points: +$1 NVDA ≈ +2.68 SPX points vs +$1 MOH ≈ +0.0057 points.)

Also $RSP and $QQQE exists for anyone who wants see the equal weighted index version of $SPY and $QQQ respectively.

$SPX hitting 7k is significantly more important. Forget your 50k DOW.

[Buy To Open @contango_]

Decided to give Chat GPT Silver and Gold price data (CSV) and asked it to explain today’s move and it thought my file must surely be wrong. $SLV $GLD. History was made today that’s for sure.

[Buy To Open @contango_]

@TradingThomas3 Then we buy.

[ₕₐₘₚₜₒₙ @hamptonism]

Episode title,

“Higher”.

[MuddyWatersResearch @muddywatersre]

Love it. Raised $5B to underperform Treasuries. What a great business.

[Buy To Open @contango_]

@buccocapital So compounding air? lol needs a name change

[Buy To Open @contango_]

Historical $SPX ( $SPY ) returns since 1920 with top 5 outlined and other stats. Enjoy!

[Buy To Open @contango_]

Silver and Gold charts

[Buy To Open @contango_]

@blondesnmoney lol was wondering, good old Robinhood “ocean” 8pm trading has us covered bless Jane Street for taking the other side of that trade off the millions of people who don’t know.

[Buy To Open @contango_]

Basically now there’s two factions emerging for AI. Are you long Google $GOOG and it’s crew. Or are you long Sam Alt and his crew with $NVDA.