/smg/ - Stock Market General

Broken Edition

崩坏版

Educational sites:

教育网站：

https://www.investopedia.com

>Financial TV Streams:

>财经电视直播流：

https://www.newslive.com/american/cnbc.html

https://www.livestreamy.net/bloomberg/

>Charts:

https://www.tradingview.com

https://www.finscreener.com

https://www.portfoliovisualizer.com

>Screeners:

https://finviz.com/

https://etfdb.com/

>Gambling:

https://www.optionsplaybook.com/options-introduction/

https://www.optionsprofitcalculator.com

https://optionstrat.com/

https://www.optionistics.com/quotes/option-prices

>Pre-Market and Live data:

>盘前和实时数据：

https://www.investing.com/indices/indices-futures

https://finance.yahoo.com/

>Calendars:

https://www.marketwatch.com/economy-politics/calendar

https://www.earningswhispers.com/calendar

https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html

https://www.mortgagenewsdaily.com/data/building-permits

>Best Investing:

>最佳投资：

https://www.bogleheads.org/wiki/Getting_started

https://finance.yahoo.com/quote/VTI/

>Misc:

https://www.financialjuice.com/home

https://finance.yahoo.com/trending-tickers

https://market24hclock.com/

https://www.dividendchannel.com/drip-returns-calculator

https://brokerchooser.com/

https://www.chathamfinancial.com/technology/us-market-rates

Previously on /smg/ >>62538377

此前在/smgb/上 >>62538377

图片: https://i.4cdn.org/biz/1785365673858166.jpg

> futures

>期货

附件: https://i.4cdn.org/biz/1785365832089380.webm

>memory and semi is dead based on nothing but vibes

>记忆和半导体系列的死因纯属基于直觉的瞎猜

I gambled in the casino but lost.

我在赌场赌博但输了。

图片: https://i.4cdn.org/biz/1785365838361166.jpg

Any Taskforcers in the chat?

聊天室里有任何突击队成员吗？

>>62539003

VT CHADS!

TIME TO BUY!

图片: https://i.4cdn.org/biz/1785365879119133.jpg

Going to buy Monday spy calls on Friday.

打算周五买入下周一到期的看涨期权。

MicroSLOP does NOT bring me joy.

微软（MicroSLOP）根本没给我带来任何快乐。

I hate them so much it's unreal.

我恨它们恨得离谱。

Shitty third-rate companies get rewarded while the companies legitimately pushing the edge of what's possible get punished. Life is so profoundly unfair.

劣质三流公司受到奖励，而真正推动可能性边缘的公司却受到惩罚。生活是如此地不公平。

图片: https://i.4cdn.org/biz/1785365919091802.jpg

>>62539003

I told everyone to long gold this morning while it was dumping but no one listened. Warsh will never raise rates, he is bluffing there will be more inflation and no rate hikes.

今天早上黄金在抛售时我告诉所有人做多黄金，但没人听。沃什永远不会加息，他是在虚张声势。通货膨胀会加剧，不会有加息。

图片: https://i.4cdn.org/biz/1785365943872987.jpg

>>62539016

>SEMIS

图片: https://i.4cdn.org/biz/1785365958526984.jpg

>>62539022

VALUE

A

L

U

E

>>62538804

>Was right about the pump

>关于拉升是对的

>didn't get in again

>没再入场

Before another anon throws his money away on DRAM again, I'm going to give you guys a portfolio that works for most markets.

在另一个匿名者又把钱扔给DRAM之前，我要给大家一个能在大多数市场都有效的投资组合。

Value and momentum are often negatively correlated. Especially small cap value being negatively correlated with momentum. You can take advantage of this, and trim profits every quarter. Every time you trim them,you pocket that.

价值和动量通常是负相关的。尤其是小盘股价值与动量呈负相关。你可以利用这一点，每季度削减部分利润。每次削减，你就把那些钱装进了口袋。

Managed futures are an additional diversifier

管理期货是额外的分散化工具

International diversficaton is worth it. it lowers your drawdowns significantly

国际多元化是值得的。它能显著降低你的最大回撤

I'll give you a sample portfolio:

我给你一个示例投资组合：

>50% VT or AVGE

>20% momentum ETF like SPMO of VFMO

>20%动量ETF，比如SPMO或VFMO

>10% value ETF like AVUV or AVGV

>10%价值ETF，比如AVUV或AVGV

>20% RSBT (stacked bonds and managed futures as your hedge)

>20% RSBT（用堆叠债券和.managed futures作为对冲）

You would have your drawdowns cut in more than half compared to like SP500, and still catch 90% of the upside. Like if SP500 draws down 20%, you'll drawdown like 8%. If SP500 goes up 20%, you'll go up 18%, but that's being very vague and general.

与标普500相比，你的回撤会砍掉一半以上，同时还能抓住90%的上涨空间。比如标普跌20%，你大概只跌8%；标普涨20%，你涨18%。当然，这话说得比较笼统。

You don't have to think with this portfolio. Just rebalance every quarter or year. 50% total market is your core, 20% momentum is your gains engine, 10% value is the other end of the barbell for your momentum engine to balance it out, and RSBT is your stacked hedge, that makes your 20% hedge allocation have a 40% notional weight because it''s leveraged. with the stacked hedge, it works out like a 60/40

你这组合根本不用操心动脑。每个季度或每年再平衡一下就行。50%总市场是你核心，20%动量是收益引擎，10%价值是动量引擎的另一端用来平衡它，RSBT是你堆叠的对冲，因为加了杠杆，它让你的20%对冲配置拥有40%的名义权重。有这个堆叠对冲的话，效果差不多相当于60/40股债平衡。

Sensitive to upside, and hardened to downside. I would recommend this portfolio to anybody.

对上涨敏感，对下跌抗揍。我推荐给任何人。

图片: https://i.4cdn.org/biz/1785366039538007.jpg

>>62539015

i get it, he sad becuz he got some semi bags

我懂，他哭是因为手里拿着一些半死不活的股票（sem bags，指亏损但没清仓的股）

>>62539022

>Life is so profoundly unfair.

>生活是如此地不公平。

Always have been, always will be. Cope and seethe Microsoft chads stay winning!

一直如此，以后也会如此。忍着吧，微软大神的统治地位不可动摇！

图片: https://i.4cdn.org/biz/1785366095353752.png

Market dumping after the pump because a rate hike is being priced in for September. The market is retarded. Warsh is a huge pussy that will never raise rates.

市场在拉高后抛售，因为9月加息的预期已经定价进去了。市场真是傻X。鲍威尔是个大怂包，永远不会加息。

图片: https://i.4cdn.org/biz/1785366143317718.jpg

I'm down over a quarter mil lmao

我亏了超过25万，哈哈哈

Financially speaking how do I tell my girl I want her to roleplay as my little sister

从理财角度，我该怎么跟我女朋友说我想让她扮演我的小妹妹？

Micron has brought me to ruin

美光让我血本无归

图片: https://i.4cdn.org/biz/1785366172980504.png

>>62539024

Based Napoleoncoiner

基于拿破仑币友

图片: https://i.4cdn.org/biz/1785366187367673.jpg

>>62539016

big money dumping so they can resume the bull run next month then dump on you again on opex day

大资金在抛售，以便下个月恢复牛市，然后在OPEX（期权到期日）那天再次收割你

>>62539003

>soxl is now in double digits

>SOXL现在已经是双位数了

wew wasn't it 300+ a few weeks ago?

我擦，几周前不是300多吗？

>spacx

will it dump below the 110 support tomorrow?

明天它会跌破110的支撑位吗？

图片: https://i.4cdn.org/biz/1785366276447883.jpg

>>62539022

The craziest shit is that it reported earnings down in everything but it's AI cloud service and shares pumped. But memory, which is needed for these cloud data centers, dumped despite also reporting strong earnings.

最扯淡的是，它除AI云服务外其他所有业务盈利都下滑了，但股价却大涨。而云数据中心所需的内存板块，尽管财报也强劲，股价却下跌了。

Explain me like a retard (yes I am) why Nvidia credit swaps are a bad thing.

像个傻X一样给我解释一下，为什么Nvidia的信用互换（credit swaps）是件坏事。

图片: https://i.4cdn.org/biz/1785366331066339.png

>>62539045

Thanks. Here is the back

谢谢。这是背景信息

图片: https://i.4cdn.org/biz/1785366335273318.jpg

>>62539049

Not really. It pumped because capex isn’t increasing and they are still free cash flow positive

不完全是这样。它上涨是因为资本支出没有增加，且它仍然保持正自由现金流

kospi opening green

韩国综合指数开盘上涨

Don't worry anon Watching your portfolio get raped isn't so bad the 2nd time around. You'll get used to it.

别担心，匿名者。看着你的投资组合被强奸第二次也没那么糟糕。你会习惯的。

图片: https://i.4cdn.org/biz/1785366359692492.jpg

>>62539039

I'll look into semis once they fall around a sub 25 p/e, Simply not interested atm too much money has been made. Now Trillions must be lost before shit turns around.

等半导体板块跌至低于25倍市盈率时我会看看，目前没兴趣，已经赚够钱了。现在得亏掉几万亿，情况才会好转。

图片: https://i.4cdn.org/biz/1785366371810129.png

>>62539053

You’re still hoping it’s gonna suddenly reverse? Seriously?

你还在指望它突然反转？认真的吗？

>>62538880

>86k to 28k and counting

>从8.6万跌到2.8万，还在继续跌

SNXX anon why...

SNXX的匿名者，为什么...

图片: https://i.4cdn.org/biz/1785366413708506.jpg

>>62539052

Because of azure, yes.

因为Azure，是的。

it'd be funny to see intel trade around 20-30 again.

看着英特尔回到20-30美元区间交易会有趣极了。

图片: https://i.4cdn.org/biz/1785366425095644.jpg

>>62539055

You either dance with the SOXL devil or you don't.

你要么与SOXL之魔鬼共舞，要么就别碰它。

I BOUGHT BACK IN

WEE WERE MADE FOR EACH OTHER

I DONT WANT STABILITY I WANT YOUUUUUUUU

图片: https://i.4cdn.org/biz/1785366488834956.png

>>62539050

people who are losing their job to ai have nothing to lose and will try to kill ai before it arrives as it's their only hope

那些因AI而失业的人无所畏惧，他们会试图在AI到来之前毁掉它，这是他们唯一的希望

>>62539051

How much is it? And W2C?

多少钱？W2C是什么？

>>62539059

No because they didn’t overspend. Google dumped because they are cash flow negative and increased capex. Capex not increasing is not bullish for chips. It’s bullish for MSFT being profitable

不是，因为他们没有过度支出。谷歌抛售是因为他们现金流为负且增加了资本支出。资本支出不增长对芯片股并非利好。对MSFT盈利增长倒是利好

guys, i learned my lesson. im just gonna stick to etf now. ftec and voo. now i just need the market to pump back to new ath so i can sell.

兄弟们，我长记性了。以后我就只搞ETF了，FTEC和VOO。现在我就等市场涨回历史新高，好趁机出货。

>>62539061

The devil (David SOXL) will never get me!

恶魔（David SOXL）休想打倒我！

图片: https://i.4cdn.org/biz/1785366614700682.gif

>>62539069

and GOOG is almost back to predump levels because the market is wrong every time and knee jerk reacts like a women on her period

而且GOOG几乎已经回升到抛售前的水平了，因为市场每次都是错的，反应就像女人来大姨妈那样过度敏感。

Good lord SOXL is the gift that keeps on giving. The highest highs and the lowest lows and those lows are soul crushing.

老天爷啊，SOXL真是这份永不停歇的礼物。最高的高点和最低的低点，而那些低点简直让人灵魂粉碎。

图片: https://i.4cdn.org/biz/1785366633980324.png

>>62539068

You can find them on eBay for decent prices sometimes. Just after you buy it, make sure to weigh the coin and measure the diameter to make sure it’s real. Here is the price I paid on eBay for it.

你有时候能在eBay上以合理的价格买到它们。买完之后，记得称一下硬币的重量并测量直径，以确认真伪。这是我当初在eBay上付的价格。

图片: https://i.4cdn.org/biz/1785366663477945.jpg

JEPI and JEPQ dividends arrive next week. Thank you Mr. JP Morgan.

JEPI和JEPQ的下周发放股息。感谢摩根大通先生。

>>62539069

Yes, because of Azure.

是的，因为Azure（Azure云服务）。

>>62539050

First of all. They aren’t NVIDIA CDS. They are CDS in NVIDIA bonds (money they have borrowed to lend to clients to buy their services or goods). Second. They are neither bad nor good. You can buy CDS. Which is just insurance on literally and type of debt.

首先，这不是英伟达的CDS，而是英伟达债券的CDS（即他们借来借钱给客户购买其服务或商品的资金）。其次，它们既不好也不坏。你可以买CDS，这本质上就是针对各种债务的保险。

That’s not the point. The point is it’s risen. And not gradually. That doesn’t trouble markets. Suddenly. For a comp that was supposed to be not just bullet proof. But not in need of having to issue debt to begin with. Because they were such cash machines that their free cash flow could finance any investment that no other companies on the planet could (essentially straight out of pocket). But they can’t. And THATS THE POINT. Do you understand now?

重点不是这个。重点是它涨起来了，而且不是稳步上涨，是突然暴涨。这并不会让市场担忧。对于一个本该刀枪不入、甚至根本不需要发行债务的公司来说，因为它现金流充沛得像台印钞机，其自由现金流足以资助任何投资，不需要像其他公司那样（基本上是自掏腰包）。但现在它不行了。而这才是重点。你懂了吗？

>>62539086

c deez nuts gaylord LMAO

c你大爷的 gaylord 笑死我了

>>62539060

>tfw no yani neko gf

>tfw没有亚尼猫咪女友

it hurts way more than this week's gigantic red dildo up my port

这比这周那个巨大的红色振动棒插进我肛门还疼

>>62539082

> only make sure that it's fake AFTER you buy it

>只确保买完之后它是假的

idk, seems like a great way to get scammed

我不知道，这看起来是个超级容易被骗的方式

>>62539003

>The Bubble getting K-Pop'd hasn't even hit the US yet and I can't move to liquidity.

>K-Pop（空袭/暴跌）还没打到美国，我却无法转移到流动性资产上。

图片: https://i.4cdn.org/biz/1785366832927915.jpg

>>62539058

there's no way I could have ever forseen a $1,350+ per share price decline in the span of four and a half weeks, it is what it is

我真没法想象在四周半的时间里股价每股会跌1350美元以上，事已至此吧

I thought $1,440 was the bottom at first, I mean that's like a $900 per share drop already

我一开始以为1440美元就是底部了，意思是已经跌了大概900美元每股了

then I thought ~$1,225-$1,240ish would be the bottom

然后我以为~1225-1240美元左右会是底部

then $1k

然后是1000美元

图片: https://i.4cdn.org/biz/1785366837985548.png

>>62539093

eBay has great return policy

eBay的退货政策很赞

>>62539093

If the seller has good ratings you are not being scammed. Measurements just have to match what’s on Numista. These coins are super hard to fake because gold has such a unique weight.

如果卖家评价好，你就不会被骗。测量数据只要和Numista（钱币数据库）上的一致就行。这些硬币造假非常难，因为黄金的重量非常独特。

https://en.numista.com/8249

>>62539096

Surely this stock can't bottom anymore.

这只股票肯定不能再跌了。

>Meanwhile the stock

>与此同时股价

图片: https://i.4cdn.org/biz/1785366962885425.gif

>>62539082

I’ve got about 270k in gold physical.

我手头大约有27万（美元/人民币）的黄金实物。

Never EVER buy gold online. This stupid cunt is probably holding trash and doesn’t know it. Go to your local most reputable dealer with a long history and reputation. End of story. I’m in a small European country. And my dealer literally has a James Bond underground vault. Why the fuck would you take this chance. It’s like buying bitcoin off a Jeet online.

永远不要在线买黄金。这个蠢货持有的估计是假货还自己不知道。去当地最有信誉、历史悠久的经销商那里。结局已定。我住在一个小欧洲国家，我的经销商甚至有詹姆斯·邦德那种地下金库。你他妈为什么要冒这个险？这就像从网上的Jeet（韭菜）手里买比特币一样。

>>62539098

ebay has a shit return policy

eBay的退货政策简直一坨屎

>>62539095

You're not allowed to get out.

你不准退出来。

图片: https://i.4cdn.org/biz/1785366986515988.jpg

>>62539090

Moron

>>62539096

I think this is a lesson in that the markets don't operate on fundamentals anymore. It's really just money shifting from one AI play to another (semis to saas). The only question at this point is if the entire house of cards will come down at some point, or will the music keep playing for the forseeable future.

我觉得这 lesson 说明了市场不再以基本面运作。这真的只是资金从一种AI概念转移到另一种（从半导体到SaaS）。目前唯一的问题是，这座纸牌屋究竟会在何时坍塌，还是说音乐会在可预见的未来继续播放。

>>62539031

Rate my portfolio

帮我评估一下我的投资组合

50% JEPQ

25% PVAL

25% SGOV

On big dips sell SGOV to buy PVAL and JEPQ

在大跌时卖掉SGOV，买入PVAL和JEPQ

https://testfol.io/?s=frX3jmxVaTb

>>62539096

I hope you are selling calls at least

我希望你至少还在卖看涨期权

>>62539105

Dumbass if you get a counterfeit coin you will always get your money back ebay Jews sellers all the time. Most of the time you don't even have to prove anything. Try selling shit on eBay it fucking sucks cause nogs try and scam YOU with the returns.

傻逼，如果你收到假币，你总能拿回钱，eBay犹太卖家老是这么干。很多时候你根本不需要自证清白。去eBay上卖垃圾试试，那真他妈烂透了，因为那些白痴会通过退货来骗你。

>>62539104

In America it’s hard to find old gold coins so I have to buy online from Europe. I get my stuff tested and it all comes back real gold.

在美国很难找到旧金币，所以我必须从欧洲网上购买。我会把东西拿去检测，结果都是真金。

图片: https://i.4cdn.org/biz/1785367191024357.jpg

Man if I had just done what MU anon did, a 10% trailing stop loss on all my positions in mid June, then I'd still be at like $130k+ networth. I'm in 5 figure hell now. Even a 20% or 30% stop loss would've protected me soooo much.

哎，如果我在6月中旬像MU匿名者那样，在所有持仓上设置10%的追踪止损，那我现在净资产还有13万美元以上呢。我现在深陷五位数的痛苦中。哪怕设置20%或30%的止损，都能让我好受得多。

>>62538880

Grim. Your portfolio is now down for the year isn't it? This your last hope to make your money back?

真惨。你的投资组合今年应该是亏的吧？这是你回本的最后一搏了吗？

>>62539049

It's because I am holding it. Sorry about that.

因为我一直在拿着。抱歉哈。

>>62539109

>i've been found out!

>我被发现了！

>>62539118

fucking ebay niggers charge me money to send returns and don't refund it until whenever, amazon gives me free returns and refunds right away

他妈的eBay那些黑鬼收我退货的运费，退款还拖到不知什么时候，亚马逊却给我免费退货并马上退款

>>62539130

Ya I don't think you can buy coins that anon wants on Amazon though and any company is gonna lose when comparing customer service to Amazon desu

是啊，我觉得你不可能在亚马逊上买到那个匿名者想要的硬币，而且任何公司在客服方面跟亚马逊比都得输，desu

>>62539104

DO NOT DO THIS PHYSICAL GOLD IS A SCAM

During the 08 crisis I had to liquidate a few bars and the local shop offered me 20% under spot. I told him no way in hell I was doing that and he put a gun in my mouth and told me I didn't blow him he'd paint the walls of his shop with my brains. I sucked him off to completion and had to take my bars to the next city over. Wasted like 30 dollars worth of gas and still had to sell 5% under spot. Paper GOLD IS MUCH MUCH SAFER And you don't have to worry about wasting your time and has money.

08年危机期间，我被迫清算了几根金条，当地店铺报价比现货价低20%。我坚决不干，他把枪顶在我嘴里，说不舔他就把我的脑浆涂满店里的墙。我给他舔到满意为止，不得不把金条带到隔壁城市。白白浪费了30美元的汽油钱，最后还是得按现货价打95折出售。纸黄金安全多了，还不用操心浪费时间精力和金钱。

where my Food stock chads at?

我的Food股票大佬们在哪？

I was shilling GIS at around 32 bucks to you guys a couple months ago

几个月前我就向大家极力推荐GIS，当时价格是32美元左右

Im super conservative and the only tech stocks I would consider holding rn are GOOG and MSFT

我超级保守，目前我只会考虑持有GOOG和MSFT这两只科技股

>>62539003

THE WHOLE MARKET GOT DRAGGED BY META. FUCK OFF, ZUCK

>>62539135

wait a minute isn't that the plot of pulp fiction?

等等，这难道不是《低俗小说》的剧情吗？

>Wall Street Journal citing U.S. sources: CENTCOM commander option aims to execute broad escalation of the war with Iran

>《华尔街日报》援引美国消息人士： CENTCOM指挥官的选项旨在对与伊朗的战争实施大规模升级

>WSJ: Officials say Israeli forces could be included if the US returns to major combat operations against Iran

>WSJ：官员表示，如果美国重新对伊朗开展大规模战斗行动，以色列军队也可能被卷入

sell everything you have, oil is going to 150. if the jews join they're going to bomb every iranian oil field they can, and the iranians will heem all ME oil production for the rest of the year in return. SELL YOUR KIDNEY MONDAY

把你所有的东西都卖掉，油价将涨到150。如果犹太人也参战，他们会轰炸所有能找到的伊朗油田，作为报复，伊朗人将把剩余一年的中东石油产量全部炸毁。周一卖掉你的肾吧

图片: https://i.4cdn.org/biz/1785367740670540.jpg

>>62539135

You're actually retarded, fuck off.

你脑残吗，滚蛋

>>62539115

pval and jepq have a somewhat similar portfolio. you aren't getting any additional diversification by holding both.

pval 和 jepq 的持仓组合有点相似。同时持有这两只基金并不会给你带来额外的分散化效果

>>62539135

I’m longing paper gold right now so you’re not wrong. But everyone should have a physical stack too.

我现在正在做多纸黄金，所以你说得没错。但每个人都应该持有一堆实物黄金

图片: https://i.4cdn.org/biz/1785367844332622.jpg

>>62539147

8% overlap and 0.7% correlation . JEPQ has all the big tech stocks and PVAL doesn't. What would be less correlated that still has great returns and low drawdown?

重叠率8%，相关系数0.7。JEPQ 持有所有大型科技股，而 PVAL 没有。什么样的资产既能保持低相关性，又能获得高回报和低回撤？

(无正文)

图片: https://i.4cdn.org/biz/1785368064831009.jpg

> NEW: The U.S. has bombed a pier in Sirik, which it had already bombed 11 previous times

> 新闻：美国轰炸了叙利亚的塞雷克港，而此前他们已经炸过这里11次

what's the >futures for this?

这未来的走势如何？

>>62539154

pvals top holdings are microsoft, apple, and amazon

pval 的前三大持仓是微软、苹果和亚马逊

>>62539163

you'd figure that by the 4th or 5th time they'd have hit the targets that they wanted to hit. why can't americans aim.

我都猜到了，打到第四或第五次的时候他们就该达成目标了。美国人这瞄准技术也是没谁了

>>62539163

right around kospi open as predicted lol

正好在 kospi 开盘的时候，如我所料，哈哈

my physical VIX is starting to break through my roof, what can I do about this?

我屋里的实物 VIX（恐慌指数）快顶破屋顶了，我该怎么办？

looks like the market has grown tired of the obvious Iran strikes market manipulation

看来市场对伊朗袭击这种明显的操纵行为已经厌倦了

>>62539164

Which aren't really ai tech slop and that's only the top 3. JEPQ is mostly AI tech slop. What do you suggest as an alterative that doesn't have a 50% Max Drawdown

那可不是什么 AI 科技垃圾，那才只是前三大持仓。JEPQ 大部分都是 AI 科技垃圾。你有什么建议，既能避免50%的最大回撤，又有不错的回报？

>>62539172

If tacos don't work, missiles won't either

如果 tacos（塔可饼/导弹昵称）都不管用，导弹也照样不行

>physical KOSPI tried to escape from the basement again

> 实物 Kospi 试图再次逃离地下室

图片: https://i.4cdn.org/biz/1785368447363062.png

>>62539178

well it was to crush kospi and that did work for the time being so...

好吧，本来就是为了打压 kospi，而且暂时也确实起作用了，所以……

thoughts on triple kopsi breaker

对三倍杠杆做空 Kospi 的看法？

>>62539032

computers are fucking WORTHLESS, soxl to -10,000

电脑真是他妈的废物，SOXL跌到负一万

Fuck I sold MSFT call spreads at 420 short strike

操，我在420短行权价卖出了微软（MSFT）看涨期权价差

图片: https://i.4cdn.org/biz/1785368591127654.jpg

>>62539184

I put too much salt in my meatballs the other day. Did the missiles cause that too?

前两天我肉丸盐放太多了。是因为导弹导致的吗？

>>62539031

Can i change rsbt into jpfp+sgov when i implement this?

我实施这个策略时可以把RSBT换成JPFP+SGOV吗？

Can you guess what time it almost is?

能猜出快接近什么时间了吗？

Oh yea..

哦对..

图片: https://i.4cdn.org/biz/1785368701719625.png

>>62539189

if the Iran war was stressing you out it could be why. this is why I've become unresponsive to life. it's all a simulation to annoy you. nothing annoys the simulation more than ignoring it back

如果伊朗战争让你压力很大，那可能是原因。这就是为什么我变得对生活麻木。这都是一场旨在惹恼你的模拟。没有任何事比无视它更能惹恼这场模拟了

>>62539047

Bull run probably won't be again for a few months. I see a crabby rotation into tech/saas, which are just AI these days. The silver lining is that Trump may do something desperate because if this continues to midterms he's fucked. The one thing he ran on was the stock market to pretend the average American wasn't getting signficantly poorer under him. Now he doesn't even have that.

牛市可能几个月内不会再有了。我看会有一波暴躁的技术/SaaS板块轮动，而现在的技术/SaaS说白了就是AI。不过塞翁失马，特朗普可能会因为绝望而搞点什么花样，如果这种情况持续到中期选举，他就完蛋了。他竞选时吹嘘的唯一东西就是股市，用来假装普通美国人在他任期内没有变得越来越穷。现在他连这个借口都没了。

micron might turn green after this -30% run

美光（Micron）在这波-30%的下跌后可能会翻红

图片: https://i.4cdn.org/biz/1785368912213237.png

alright the Koreans didn't buy the missile strike fud reverse circuit breaker back on the menu

好吧，韩国人没买那个“导弹袭击导致反向熔断”的鬼话，这招又生效了

KOSPI IN 10 MINUTES LETS GO

MY KORU MAKES ME POORU

>>62539201

Hit the bottom tomorrow and you might be set

明天见底的话你就稳了

Reflecting on this past month of trading, I’d say my biggest problem is all or nothing thinking. I don’t DCA enough out or in. I need to make a habit of liquidating a portion of my position when we take a nasty dip. Sure you may get bogged and it immediately rebound, but if you only sold 10 -25% of your position you still have a chunk to rise further up. On the other hand if it continues dumping it at least you’re not *as* big of a bag holder. Gotta average out those swings

回顾过去这一个月的交易，我认为我最大的问题是非黑即白的思维。我在加减仓时没有足够地分批操作。我需要养成习惯，在遭遇糟糕下跌时平掉一部分仓位。当然，你可能会被套住且它立刻反弹，但如果你只卖出10-25%的仓位，你仍有大量仓位可以继续上涨。另一方面，如果它继续抛售，至少你不是*那么*严重的套牢者。必须通过分批操作来平衡这些波动

图片: https://i.4cdn.org/biz/1785369082600520.jpg

>>62539194

>>62539202

>>62539204

图片: https://i.4cdn.org/biz/1785369119197348.png

Gold is up. Miners eventually follow.

黄金涨了。矿业股最终会跟上。

/smg/ must have some diversification outside of stock markets.

/smg/ 肯定要有超出股票市场的多元化配置。

sky highness finna go green

sky highness 马上就要翻红了

>>62539205

My bottom has been thoroughly hit.

我的底部已经被彻底打穿了。

>>62539209

I longed GLD today. Kevin being a huge pussy is bullish for PMs in the near term

我今天做多GLD。凯文（Kevin）像个怂包，这对贵金属（PMs）近期是利好

>>62539209

Precious metals trail markets.

贵金属落后于大盘走势。

Looks like we're going green again soon.

看起来我们很快又要翻红了。

Should have sold when I had the chance. Now it's all worthless.

当初有机会卖的时候没卖。现在全变成废纸了。

图片: https://i.4cdn.org/biz/1785369255702516.jpg

THE KOREANS WONT EVEN LET MIRCON TURN GREEN BEFORE THEY OPEN

图片: https://i.4cdn.org/biz/1785369316937320.jpg

sk hynix can only go up from here

SK海力士从这儿开始只会涨

图片: https://i.4cdn.org/biz/1785369326981857.jpg

>>62539212

Thank you someone else finally realizes Warsh is a pussy that is just bluffing about raising rates.

谢天谢地，终于有人意识到沃尔什（Warsh）是个怂包，他只是在虚张声势说要加息。

spy is green ah

SPY变红了哈

>>62539206

panic early and double down later is what i've been doing

我一直是先恐慌抛售，然后再加倍下注

>>62539025

>faggot retard clowns actively making the entire world shittier and scammier by price fixing chips and lieing about tech faggot scifi shit that will never come to fruition

>傻逼智障小丑们通过操纵芯片价格和吹嘘那些永远无法实现的科技科幻 bullshit，让整个世界变得更糟糕、更骗局化

>glorify it as something more than being a nigger that is chimping out and doing a mass shooting because the bartender wont serve him another beer and the bouncer asked to leave

>将其美化成比那种因为酒保不给他再倒一杯啤酒、保安让他离开而发狂并实施大规模枪击的黑人猿猴更高级的东西

图片: https://i.4cdn.org/biz/1785369595953370.jpg

Why are they niggerpumping SPY?

为什么他们要让SPY这么涨？

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAA

图片: https://i.4cdn.org/biz/1785369717812729.png

wellp kospi is kill

完蛋了，KOSPI已经死透了

cu in le afterlife

cu in le afterlife（地狱见/来世见）

>>62539225

Seething over chipchuds even as they lose isn't going to un-rape your mother, anon

匿名人士，即使芯片蠢货们输了，你咬牙切齿也救不回你被糟蹋的妈

Do i dare short Amazon?

我敢做空亚马逊吗？

>>62539228

Why not do it outside the store

为什么不在外面做呢

>>62539233

walmart > amazon.

沃尔玛 > 亚马逊。

>>62539232

they aren't even heemed yet. SOXX is still like 65 fucking p/e and there are millions of Koreans that still have to get liquidated and ban leverage for gooks

它们甚至还没被做市呢。SOXX的市盈率还有65 fucking倍，而且还有数百万韩国人等着爆仓，得让那些东方老鼠把杠杆给封了

The numbers might do something different tonight

今晚数据可能会走出不同的行情

图片: https://i.4cdn.org/biz/1785369959997352.png

>>62539238

>JUU ID

Work your magic anon

施展你的魔法吧 anon

>>62539236

what makes you think they can ban leverage when tokenized infinite leverage securities exist? it's just going to keep happening forever

凭什么认为他们能禁止杠杆交易？毕竟代币化的无限杠杆证券都存在了。这事儿会永远这样下去

>>62539238

i'm sure they will

我敢打赌他们会的

图片: https://i.4cdn.org/biz/1785370070710123.gif

another day in the humiliation ritual where expenditures are only increasing but market n*ggers keep selling off anyway.

又是屈辱仪式的一天，支出只增不减，但市场里的黑鬼们还是在抛售。

图片: https://i.4cdn.org/biz/1785370073192522.png

ITS OVER ITS FUCKING OVER AHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHHH

图片: https://i.4cdn.org/biz/1785370103529064.jpg

>>62539220

doesnt matter what the fed does, the bonds will set the rate, in fact he said as much in the presser. the fed never actually sets rates. it just gives the nod to where the market is taking things

美联储干啥都不重要，债券收益率会决定利率，事实上他在记者会上也这么说了。美联储从不真正设定利率，它只是给市场走向的利率点个头罢了

>>62539225

>price fixing chips

>人为操纵芯片价格

Cry more, /v/babby

哭得更惨点吧，/v/babby

>>62539196

>Trump may do something desperate because if this continues to midterms he's fucked.

>特朗普可能会在中期选举前继续这样下去把他搞砸的情况下做出绝望之举。

he doesn't give a shit about any of that because he's a delusional retard that posts "Rasmussen, 45% approval, americanlovesme!" shit on his cope twitter clone like a bitch. He's in the boomer "I refuse to interact with reality" phase of life.

他根本不在乎这些，因为他是个患有妄想的脑残，像个婊子一样在他那模仿推特上发“拉斯穆逊支持率45%，美国人爱死我了！”这种自我安慰的屁话。他处于婴儿潮一代那种“我拒绝与现实互动”的人生阶段。

when we look back months from now, we're gonna be saying should've bought the dip.

等几个月后我们回头看，我们会说当初要是抄底就好了。

>>62539217

how do they still have so much to dump.

他们到底还有多少货要抛。

>>62539209

>>62539212

You posted this for months now and I stopped slurping weeks ago because it never goes up.

你发了好几个月这个帖子，我几周前就不喝这口汤了，因为它从来没涨过。

>>62539227

because microsoft got niggerpumped nigger. also this is what volatility looks like. nothing goes in a straight line, except when it goes up

因为微软被黑鬼们拉爆了黑鬼。这就是波动率的样子。没有什么是一路向上的，除非它真的上涨

AAAAAAAAAAAAAAAAAAAAAAAAAAAAAA I'M FUCKING RUIIIIIIIIIIIINED WHY DID I ONLY SHORT MICRON HALF PORT WITH X1 LEVERAGE

>>62539252

He's already a Lame Duck.

他已经是个跛脚鸭了。

I feel like the stock market has dropped for no reason, everything is still making insane money. I want to buy more!!!!

我觉得股市下跌毫无理由，所有公司还在赚惊人的利润。我想加仓!!!!

>>62539003

chomo discord kills all activity because of their pedofaggot attention whoring avatar spam

chomo 的discord因为那些恋童癖杂碎用头像刷屏博眼球把活跃度全搞死了

And just like that the KOSPI is healed and all the dead Koreans were resurrected

就这样，KOSPI被治愈了，所有死去的韩国人都复活了

>>62539255

Buying the dip is a glowie psyop

抄底是光灵的心理战

You should be 100% cash

你应该100%持现金

That's the only way to play this market desu

玩这个市场只有这一招 desu

>>62539255

I think about that often, yet sit paralyzed, unable to buy because of the ptsd I have suffered.

我经常这么想，但却动弹不得，因为我遭受了创伤后应激障碍，无法买入。

>>62539223

Yeah

Panic selling on the 10th like a pussy would have freed me a lot of time to lose all my money this week when Sandisk stick continues to take a beating on 10 billion in earnings because guidance says it'll only have 12 billion in october or some shit

像胆小鬼一样在第10天恐慌性抛售，就能让我本周有充足的时间看着我的钱在Sandisk闪存盘因为指引说10月只有120亿利润或别的什么鬼东西而继续挨揍时全部亏光。

Chewy anon, now SNXX anon. Even AI dashcams anon is not doing too well.. Who will break the curse?

Chewy anon, 现在是 SNXX anon。连 AI 行车记录仪 anon 也不怎么样……谁来打破这个诅咒？

图片: https://i.4cdn.org/biz/1785370384891888.jpg

Sweet im wildly green on microsoft

太爽了，我微软仓位大幅盈利

Thank god I dont fall for the FUD on this dogshit general

谢天谢地，我没被这只烂狗市场的FUD吓住

>>62539263

It's a mere day of respite before the dump continues after BoJ crashes the carry trade.

这只是短暂喘息，接下来日央行摧毁套息交易后抛售会继续。

>>62539223

Definitely. Now my faggot ass will be bag holding for the rest of the next 6 months to year. I mean I sold some, but not nearly as much as I should have.

肯定是这样了。现在我这个杂碎剩下的半年到一年都要拿着袋子被套牢了。我是卖了一些，但远没有我本该卖出的那么多。

图片: https://i.4cdn.org/biz/1785370409473521.jpg

another day of you can't do shit bc retardo kospi swings + schizo world conditions

又是无能的一天，因为脑残般的KOSPI波动+精神分裂般的全球局势

>>62539255

i wish i would but i ran out of money and i don't want to sell my current positions

我真想那么做，但我没钱了，而且我不想卖掉我现在手里的仓位

>US long-term borrowing costs are officially up to their highest level since 2007. The US 30Y Yield is now above 5.20%

>美国长期借贷成本已正式升至2007年以来的最高水平。美国30年期国债收益率现已突破5.20%

>People are now buying credit default swaps over Nvidia

>现在有人开始买入英伟达的信用违约互换（CDS）了

>Even low IQ normie casuals are talking about Dot Com Bubble similarity

>就连那些智商低下的普通散户都在讨论和互联网泡沫的相似性

>Entire video game industry potentially worth 100s of billions to several TRILLIONS is on the verge of a market collapse

>整个潜在价值数千亿至数万亿的游戏行业正面临市场崩盘的边缘

Ok is it finally the time to panic and freak the fuck out now?

好了，现在是不是终于该惊慌失措、吓得半死的时候了？

图片: https://i.4cdn.org/biz/1785370448260228.jpg

>>62539269

Another win for software. Think Microsoft saved Servicenow(among others) from going red tomorrow

软件板块又赢了。想想微软是怎么把赛富时（以及其他人）从明天就爆仓的边缘救回来的

AAAAAAAAAAHHHHHHHHHHHHHHHHHHH

图片: https://i.4cdn.org/biz/1785370514157112.png

>>62539273

kospi literally doesnt matter. it has the marketcap of walmart and costco

KOSPI根本没那么重要。它的市值也就沃尔玛和好市多那点儿水平

>>62539276

No. Not yet. Almost but not yet.

不。还没到时候。虽然很接近，但还没到。

>>62539276

Never listen to what the normies are saying. If the shoe shine boy is talking about a bubble it's because it's not a bubble.

永远别听那些普通人在瞎逼逼。如果连擦鞋小子都在谈论泡沫，那说明这根本就不是泡沫。

>>62539267

Everything is bombed out right now. I'm rotating back in to stocks that have spent the last 7 months correcting and therefore have time on their side. Miners. Uranium.

现在到处都在暴跌。我正在重新把资金转向过去7个月一直在回调的股票，因为它们时间站在我们这边。比如矿股、铀矿。

>>62539269

Yes niggers were fudding the fuck out of Microsoft last night and all month basically for no reason

是的，昨晚和整整一个月，那帮黑鬼都在毫无理由地疯狂看空微软

The stock has been beaten the fuck down no shit it's gonna pump on good earnings

这股票已经被打得妈都不认了，废话，财报好肯定要涨

(I still sold yesterday cause I was scared)

（我昨天还是卖了，因为我怕了）

>>62539263

>>62539270

koreans are useless panic sellers who frequently open green and then run for the doors like retards.

韩国人就是些没用的恐慌性抛售者，经常高开然后就像傻子一样跑路。

>>62539276

I hope video games die the worst possible death. Graphical effects are utter shit and I disable them all.

我希望电子游戏以最惨烈的方式死掉。画面特效烂得要命，我全都关掉。

Wait did the gooks just halt trading immediately?

等等，那帮支那猪是不是立马就熔断交易了？

>>62539264

> he doesn't find a way to hold equities and derivatives while still somehow also being literally 100% cash

> 他居然能找到一种方式，既持有股票和衍生品，同时账户里还 literally 100% 全是现金

perhaps a little JUU-fu lesson wouldn't be a bad idea

也许来点“聚富”（Ju-Fu）的课也不是什么坏事

图片: https://i.4cdn.org/biz/1785370658424374.jpg

>>62539281

kospi leverage traders cause massive swings on us market it's only good during a bull run it's absolute shit at all other times

KOSPI的杠杆交易者给美股带来了巨大的波动，这玩意儿在牛市里挺好使，但在其他时候就是一坨屎

WE ARE SO BACK

图片: https://i.4cdn.org/biz/1785370666345840.png

>>62539255

Thats what Im doing but I don't have much capital to buy more with, only a little bit from covered calls. I was reviewing my positions and theres not much I want to sell except for some campbells which was doing shitty anyway.

我也在这么干，但我没什么本金可以加仓了，只有卖备兑看涨期权换来的一点儿小钱。我正在审查我的持仓，除了些表现本来就很烂的坎贝尔股票，没啥想卖的。

>>62539260

*market continues to drop*

*市场继续暴跌*

*micron hits 300 billion profits in 2027*

*美光2027年利润达3000亿*

*People with indian names keep posting saar it is because it is cyclical saar like it's a magic word when it's clearly not fucking cyclical and even if it is micron will still have over 200 billion a year when the cycle ends just to maintain the data centers*

*挂着印度名字的人不停发帖喊“萨赫”（saar），好像这是个咒语一样，其实它明明就不是周期性的，而且即使它是周期性的，周期结束时美光每年的利润也会超过2000亿，只是为了维持数据中心运转*

hehehe

Brokies thought they'd get rich

穷鬼们以为自己能发财

Anyway

When it was at 1700 bucks last week I should have gotten out. Need some kind of 1500->2500 in a month miracle pump to get back up.

上周涨到1700刀的时候我就该跑。现在得靠奇迹般的从1500涨回2500才能回本。

>>62539267

>Who will break the curse?

> 谁来打破这个诅咒？

The curse is already broken anon. KMB won. Semis lost.

诅咒早就破了，anon。KMB赢了。半导体输了。

图片: https://i.4cdn.org/biz/1785370719471376.jpg

>>62539003

KOSPI GREEEEEEEEEN

图片: https://i.4cdn.org/biz/1785370731839957.gif

Between their feminist death cult and their stock market, why the fuck are Koreans so insane

就凭他们的“女性主义死亡邪教”和他们的股市，韩国人他妈的到底有多疯

>>62539294

Kek

图片: https://i.4cdn.org/biz/1785370791018653.png

>>62539304

The asiatic man is animalistic

亚洲人像野兽一样

>>62539299

I have micron calls that I bought last year that don't expire until next summer. They were up 600% at peak but I didn't want to sell because I already have massive tax liabilities and wanted to wait until next year. They are around 380% right now.

我去年买的 Micron 看涨期权，明年夏天才到期。高点的时候翻了 6 倍，但我不想卖，因为我已经有巨额税务负担，想等到明年再说。现在大概还是 380% 的收益。

>>62539304

they went from third world shithole to hyper advanced capitalist dystopia in the span of like 10 years.

也就十年光景吧，这地方就从第三世界的烂泥坑变成了高度发达的资本主义反乌托邦。

Aasaaaand…. It’s red

诶诶诶诶……结果变绿了

>all the anons still with copium

>所有匿名者还在那儿吸氧（抱幻想）

>tonight the markets will flip and we'll finally win

>今晚市场会反转，我们终于要赢了

So many anons here are married to their bags. No wonder the shakeout has gone on for so long, retail has been taught well to hold the bag and never let go....well I'm holding my bag too but at least I'm not puffing copium

这儿的匿名者们对自己的持仓死心塌地。难怪这次洗盘拖了这么久，散户早就被教好了：抱紧屁股，绝不松手……好吧我也在抱紧我的屁股，但至少我没在那儿自我催眠。

>>62539031

But what portfolio gets me this?

但这需要什么样的投资组合才能做到？

>turns 80k into 400k in 4 years without a job

>失业 4 年，把 8 万刀变成 40 万刀

Fuck me if only I got in on SOXL back in March and sold the moment my port was 5x.

真他妈服了，要是我当时三月就买了 SOXL，而且一涨 5 倍我就立马卖了该多好。

Wonder what pic related will be worth on open. I sold a second one 2 weeks ago for nearly 50% gain

不知道图里这个开盘后值多少钱。我两周前已经卖了一半，赚了将近 50%。

图片: https://i.4cdn.org/biz/1785370932017614.jpg

>>62539307

did u at least take out your cost basis by now

你至少已经回本了吧？

AAAAAAAAAAAAAAAAAAAA

ITS SO OVER

图片: https://i.4cdn.org/biz/1785370993565103.jpg

some people have just given up

有些人简直已经彻底放弃了

图片: https://i.4cdn.org/biz/1785371114879225.jpg

>>62539294

For me, it was 100% SGOV. Adding index futures on top using the 200 SMA strategy.

对我而言，这是 100% 的 SGOV。然后再用 200 日均线策略加点指数期货。

>>62539318

for ppl who get paid $50/hr or more, buying food outside is a convenience since you dont have to take half an hour cooking and then cleaning up afterwards (worth $25) if not longer

对于时薪 50 刀或以上的人来说，出去买饭是为了图个方便，毕竟你不用花半个小时做饭，之后再花半个小时收拾（这时间价值 25 刀），搞不好更久。

MICRON IS GREEN WTFWTF

图片: https://i.4cdn.org/biz/1785371198739687.jpg

I keep losing money at forex

我做外汇一直亏钱

aaaaaaaaaaaaaaaaaand we are so back

啊啊啊啊啊啊啊啊我们又回来了

BULL RUN RESUMED

SEE YOU SMIGGIES IN A YEAR WHEN IM A MILLIONAIRE

图片: https://i.4cdn.org/biz/1785371273965356.gif

>>62539327

you don't have to cook bread. it comes pre baked

你不用自己烤面包。面包是预烤好的。

>>62539276

>>Even low IQ normie casuals are talking about Dot Com Bubble similarity

>>连低智商的普通路人都在谈论互联网泡沫时期的相似性

No, because if average retards think the market is going to crash it will probably keep going.

不会的，因为如果那些平均水平的蠢货都觉得市场要崩盘，那市场大概率还会继续涨。

>>Entire video game industry potentially worth 100s of billions to several TRILLIONS is on the verge of a market collapse

>>整个游戏产业潜在价值数千亿到数万亿刀，正濒临市场崩溃边缘

it's not

才不会呢

is it easy to make in on onlyfans?

在 OnlyFans 上赚钱容易吗？

图片: https://i.4cdn.org/biz/1785371291982485.jpg