Trading/Investing Thread - Page 100

On March 04 2022 01:16 LegalLord wrote:
...I think pressures are inflationary and nothing will be done about inflation any time soon. I kinda wish I had more gold right now, but I don't think a gold position larger than what I have would have been a prudent choice either since stocks are probably better in "the long run" as an asset class.

On March 08 2022 10:16 3FFA wrote:


Academic evidence found that unless you're investing for multiple generations worth of family wealth, gold is pretty much a non-starter. It works well as an inflation hedge over multiple centuries. Anything less than that, nope.

Managed Futures such as found in the ETF KMLM, however, that's one of the best types of inflation hedges. KMLM is also one of the only proper funds for managed futures accessible to ordinary retail investors. Usually that strategy has been reserved for accredited investors only.

On March 09 2022 05:31 Emnjay808 wrote:
Cramer recommends $PG and now it’s starting to dive. That’s an interesting talent

On March 09 2022 08:37 Sermokala wrote:

Going the opposite on Cramer is probably more profitable than any other index fund.

On March 09 2022 09:56 Blitzkrieg0 wrote:


There was talk about setting up an inverse Cramer ETF at some point. I wonder if that ever happened.

Electric truck startup Rivian Automotive will report fourth-quarter earnings Thursday afternoon. Trading in the stock following the report should be wild. Investors better buckle up.

Wall Street is looking for a loss of about $2 a share in the quarter from $64 million in sales.

Sales and earnings, however, don’t matter all that much right now. Rivian (ticker: RIVN) just started shipping vehicles. Investors and analysts will be more interested in the production ramp-up at the company’s facility in Illinois and any guidance for first-quarter and full-year deliveries.

Our net loss for Q4 2021 was $(2,461) million as compared to $(353) million for the
same period last year. The increased losses, as compared to Q4 2020, were due
primarily to the higher operating losses discussed above. For fiscal year 2021, we
recorded a net loss of $(4,688) million as compared to $(1,018) million in 2020.

Over the course of fiscal year 2022, we plan to remain focused on ramping up production of both the R1 and RCV lines in Normal, as well as investing in our technology and product portfolio for future growth. We believe that throughout 2022, the supply chain will be a fundamental limiting factor in our total output for the Normal Factory and that our manufacturing equipment and processes would have the ability to produce enough vehicles to deliver over 50,000 vehicles across our R1 and RCV platforms in 2022 if we were not constrained by our supply chain. Our confidence comes from the demonstrated performance of our processes and equipment which is in line with our expectations. Despite this, due to the supply chain constraints currently visible to us, we believe we will have sufficient parts and materials to produce 25,000 vehicles across our R1 and RCV platforms in 2022. We continue to work with suppliers and look for engineered solutions to help us combat any anticipated supply chain issues.

On March 08 2022 11:30 Vivax wrote:


https://etfdb.com/etf/KMLM/#holdings

How are 62% short term treasuries and 20% dollar a good inflation hedge?

Managed Futures have the following advantages:
Long-term positive historical returns of a similar magnitude to equities
Very low correlations to equities and other global asset classes;
Strong historical performance during equity bear markets.

For most investors, a 5–15% allocation to managed futures may offer a good balance of diversification and volatility. Over the long term, the volatility of most managed futures strategies will be closer to that of equities than that of core bonds, and this size of allocation generally may be enough to “move the needle” positively in most portfolio allocations.

On March 23 2022 01:18 Emnjay808 wrote:
Boss is saying that all PG items is gonna skyrocket. Gonna really test the loyalty of their customers. I get that PG is THE consumer staple brand but some of the price increases I’ve been hearing are ridiculous. I guess we’re seeing inflation first hand now