Recent content by amoeba

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    tsptalk's Market Talk

    I think you may be underweighting the counterforce of the recent AI bubble scenario, repeated on the NYT front page today. Lately, AH or even opening prices have meant nothing; only the close. There's just so much blow in the mag 7, if AI sentiment fails, money can vanish quickly. Sent from my...
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    tsptalk's Market Talk

    Bottom fell out after Burry's X posts reconfirming his AI bubble bust expectation. Sent from my moto g 5G (2022) using Tapatalk
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    amoeba's Account Talk

    Someone sold the news and didn't tell me. WAAAHH!
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    tsptalk's Market Talk

    I think there will be a 0.5% interest rate drop at next FED, unemployment is farther out of control than inflation. Why? OK, I just feel it, but the shutdown precludes hard data confirmation. I think the wishy washy comments by FED governors are a buy opportunity. Small caps, baby! Sent from my...
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    amoeba's Account Talk

    Still all in (though slightly more I fund COB yesterday). Taco cometh end of month. Sent from my moto g 5G (2022) using Tapatalk
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    amoeba's Account Talk

    Rate cuts a coming, all in today, and Donald's late talk made it a better buy than otherwise. Who doesn't like another Taco? Sent from my moto g 5G (2022) using Tapatalk
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    amoeba's Account Talk

    No way I'm putting a dime in stocks this month. It will sell off on the next news, at least -5%. Perhaps I'll wade in September, or later. JP ain't cutting rates with 3% PPI, jobs data too noisy to act yet. IMO.
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    amoeba's Account Talk

    Now I'm feeling like I want to be in the top 50. There's lingering stress out there, e.g., another tracker leader BRUNIKH bailed to G today. It's Saturday. Feel better? I do. Would a bomb crater under SPY 5,000 bring me back in August? Unlikely.
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    amoeba's Account Talk

    11.76%,
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    amoeba's Account Talk

    Dumped VXX near the close; no interest in August at all at this point. 100% G fund so I will meet my goal to match G fund. Seeya after Labor Day.
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    amoeba's Account Talk

    Feel much better being back in the top 100. Notably MRJ, the Secretariat of TSP tracker followed me out and is just running away from everyone. Considering staying out all August. Goal: G fund. Sent from my moto g 5G (2022) using Tapatalk
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    amoeba's Account Talk

    Yeah well, been slipping in the tracker, and expect to fall out of the top 100 after today. This is highly distressing, and the only way back is to bail before a dip, and hope for a drop next week, so I just did today. And bought a massive stake in VXX. So there, permabulls.
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    amoeba's Account Talk

    Last IFTs failed miserably, got killed yesterday, and am selling COB today (100% G); the reason being the ^VIX swings have been larger than this one recently and even if far less than 4/7/25 (46 or so), could easily top out at a much higher number than the morning today (up from 17 to 20 and...
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    Moody’s downgrades United States credit rating

    Internet chatter is the Moody rating is not it (others downgraded to same awhile back). And, Moody's reasoning (2017 Tax cut extension) was known with the November election result. Rather, it appears catalyzed by something else Trump said post close about slow tariff negotiations. None of this...
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    amoeba's Account Talk

    Well things changed on the tariff outlook that I didn't foresee and I was in danger of falling out of the top 100 ranks after being #6 or something at the time of my last post. So all in COB yesterday. I coulda woulda, probably shoulda, got greedier after meeting my lame +1% goal last month, so...
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