Space stocks that are further down the profit curve/timeline certainly take a backseat, I think. I mean we already see that (ASTS, RDW) but that and high beta names that have been running hard across market. Maybe even semis cool off for a while. NVDA chopped around for a year so could happen again with high flyers even if reasonably valuated
Probably see flattening of volatility on major indexes too, let vol junkies get theta burned and raise cash that way…
Things like dat…just my 2 cents on a Friday afternoon
@EricBalchunas Same. Not a Philly fan but can’t deny he’s an incredible athlete worth the move obviously, but was due time for both parties to move on. Go be the show in NE and let eagles play their game in peace, somehow without a true WR1…
@WolfRyan I mean not if you’ve been there…Alaska and Iceland would be sick and they’re way more expensive than CDMX and surrounding areas.
Now, for a long term stay 3 months+ nomading, it’s mexicooooooo
@ShardiB2 finally a sub. lm not one to run into subscriptions but watched for long enough and have agreed with so much that you’ve said, it was time.
I don’t even need all the trades and set ups…though I’ll take some I’m sure. I just want more content from a source I care to pay attention to.
Also, a hoodie of your avatar with “SHARDI” across the bottom on some Obama “HOPE” poster vibes would be sick merch…just sayin (non political statement I just like hoodies lol)
Maturity would be the answer brother. Not that people are all babies���but true level headedness just takes time and patience…people are short on that.
Don’t get me wrong me and the boys roll eyes at things we didn’t click buy on, but always hold myself responsible and know “I wasn’t ready at the time, and market waits for no one”
I mean that mentality has both saved people an ass ton as well as cost them opportunity…can’t be too short sided not to see both sides of that coin.
The bigger problem - Canada, Australia, Europe all have bigger tax credit budgets (staff size adjusted), at higher % in many cases, with cheaper prices to boot.
Talent gap doesn’t exist anymore+Covid showed productions they can trust their product being finished far away from LA - and you can keep your fancy client post-prod bays.
Result? Hollywood stopped being Hollywood many years ago. There’s no “showbiz” in LA, just the ghost of it and very few, if any, are optimistic about the outlook.
Brutal.
Not sure this statement is him saying that he himself made the trades while others were chasing the previous theme though
I think it’s just a note that there’s something people aren’t paying attention to because semis are shiny right now…so if you’re chasing, maybe look elsewhere to balance.
@petrakov47@IncomeSharks Lol why would he have to show his book to make an obvious statement that many people stare at parabolic charts and miss opportunities elsewhere?