12 Comments
User's avatar
Erick DeVore's avatar

One thing I might suggest is to give it time. You make *so* many good and valid (and true) points, but it'll take time for all of this to work itself through the market and the broader economy. That's part of the reason I bout my put leaps for NVDA; the short/medium term will be wildly unpredictable even though the writing's on the wall.

Expand full comment
Mike Fay's avatar

Very good point 🙏

Expand full comment
Phil Denniston's avatar

It’s Bidenomics, best economy ever. It’s painful how long it takes for the wheels to come off when you can see the whole thing is a sham, the 3rd massive asset bubble in 25 years (2nd housing bubble in 15 -- really?!?). But ‘the market can stay irrational longer than you can stay solvent...’. Was that Keynes who said that? Wouldn’t that be fitting...

Expand full comment
Mike Fay's avatar

Hey there, Phil, that's dangerous thinking. Be a good citizen and just accept the headline numbers. Don't look at revisions, birth/death model figures, or trucking collapsing. Everything is gREaT!

Expand full comment
Phil Denniston's avatar

War is peace. Freedom is slavery. Ignorance is strength.

If we don't vaporize the Northern Hemisphere, the stench from Washington and Wall Street will kill us all. I include Wall Street, btw, only because of the Federal Reserve's disgusting, Fiat tentacles metastasizing through all of it.

Is it beer-thirty yet?

Expand full comment
Mike Fay's avatar

It is.

Expand full comment
Erick DeVore's avatar

it always is.

Expand full comment
Celty's avatar

Well, I dipped my toe going short the Nasdaq with $QID. Up nine days in a row? Today seemed enemic. Maybe a short trade for me. Like hitting the Roulette table with 9 red hits and betting black for a spin.

Expand full comment
Mike Fay's avatar

Godspeed! Glad to have you on the dark side 😂

Expand full comment
Celty's avatar

Hate to see a man shoveling alone.

Expand full comment
Alex D.'s avatar

This isn’t going to end well, but this nonsense could continue for months before a crash happens.

Expand full comment
Mike Fay's avatar

It certainly could. And the longer it grinds higher on multiple expansion for 7 stocks, the worse the decline is probably going to be when they inevitably reverse.

Expand full comment