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  #1711  
Old 04-30-2019, 02:19 PM
MathGeek92 MathGeek92 is offline
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I'm really interested on where AAPL lands tonight. I don't have a position either way, but they are large position in the SPX.

their innovation has been weak and they are really doubling down on the "we don't use your data" stuff - attacking FB, GOOG, etc.

All its going to take is a "AAPL sold us data about where you go" or something and people are going to freak out. I hope Cook is right that they don't do it, but it seems unlikely that they don't data mine all their apple users and use the data to "suggest" ads or places to eat etc.

Anyway, looking forward to seeing the results tonight.

Bond market is pricing considerable slowing to inflation and GDP growth
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  #1712  
Old 05-06-2019, 12:32 PM
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My mutual funds have made a lot of gains since December 31st. Good thing I didn't liquidate them back then. Will transfer all the money into a savings account (for down payment) once I start noticing a downward trend again.
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  #1713  
Old 05-07-2019, 09:08 AM
lulzEMH lulzEMH is offline
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Quote:
Originally Posted by MathGeek92 View Post
I'm really interested on where AAPL lands tonight. I don't have a position either way, but they are large position in the SPX.

their innovation has been weak and they are really doubling down on the "we don't use your data" stuff - attacking FB, GOOG, etc.
I don't get why apple refuses to improve their macbook line. Their keyboards are universally hated these days, that genius bar at the top I think is pretty unpopular (not has hated as the garbage keyboard though). I realize their Macbook line isn't a key driver for the company but why continue to piss off core apple fans/creative minds that utilize macbook pros.
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  #1714  
Old 05-07-2019, 10:00 AM
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i think the kb is fine
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  #1715  
Old 05-13-2019, 03:57 PM
MathGeek92 MathGeek92 is offline
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If the SPX goes below 2775 watch out. the floor falls out IMO and selling intensifies greatly. There are lots of technical traders (and algos). 200 day acts as support "until it doesnt", meaning once it breaks through, if it doesn't hold, the next leg down intensifies.

Not saying it "will" or "wont" .. just saying its an interesting data to point to watch. we're not that far from 200 day average.
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  #1716  
Old 05-14-2019, 03:54 AM
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Quote:
Originally Posted by MathGeek92 View Post
If the SPX goes below 2775 watch out. the floor falls out IMO and selling intensifies greatly. There are lots of technical traders (and algos). 200 day acts as support "until it doesnt", meaning once it breaks through, if it doesn't hold, the next leg down intensifies.

Not saying it "will" or "wont" .. just saying its an interesting data to point to watch. we're not that far from 200 day average.
Such an actuary
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  #1717  
Old 05-14-2019, 10:50 AM
MathGeek92 MathGeek92 is offline
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Originally Posted by GoldenGoal View Post
Such an actuary
Ha. I'm very opinionated. (see my other posts).

Just sayin a lot of technical traders out there and it's an important data point to keep your eye on.

200 day on way down is support.. 200 day on way up is resistance Happens a lot
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  #1718  
Old 05-14-2019, 02:09 PM
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I've never been a fan of these sorts of indicators. They seem particularly anachronistic in this age of high-speed trading algorithms.
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  #1719  
Old 06-02-2019, 11:09 AM
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It seems like there are some interesting Trump related trades out there at the moment with China talking about blocking rare earth metal exports to the U.S. or blocking the sale of Apple products in China. Unfortunately, I'm trying to buy a house shortly and am trying to stay as liquid as possibly financially until I figure out how much this is going to end up costing me.

As speculative trades, it might be worth buying Avalon Advanced Materials on the TSE (or whichever other company is your favourite rare earth metal miner). Their shares were trading at $0.05/share but have spiked up to $0.15 or $0.16 and are now down to $0.12. I'm thinking you could do alright to buy it now or wait for it to drift downs few cents more and then sell when Trump's comments flare up tensions again and cause the price to spike again. You might get repeated kicks at the can.

The other option would be to short Apple. The rare earth metal ban screws up their iPhone production while closing the market in China would hurt sales. Add in the above noted stupidity on updating MacBook Pros and other products. Also, their iPhone prices are getting too high vs. what many consumers can afford and vs. what other companies are selling for much lower prices. My Apple fangirl sister has slowed down her rate of upgrading to the newest iPhone and my coworker is switching to Android from IPhone.
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  #1720  
Old 06-05-2019, 03:00 PM
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Originally Posted by Fish Actuary View Post
It seems like there are some interesting Trump related trades out there at the moment with China talking about blocking rare earth metal exports to the U.S. or blocking the sale of Apple products in China. Unfortunately, I'm trying to buy a house shortly and am trying to stay as liquid as possibly financially until I figure out how much this is going to end up costing me.

As speculative trades, it might be worth buying Avalon Advanced Materials on the TSE (or whichever other company is your favourite rare earth metal miner). Their shares were trading at $0.05/share but have spiked up to $0.15 or $0.16 and are now down to $0.12. I'm thinking you could do alright to buy it now or wait for it to drift downs few cents more and then sell when Trump's comments flare up tensions again and cause the price to spike again. You might get repeated kicks at the can.

The other option would be to short Apple. The rare earth metal ban screws up their iPhone production while closing the market in China would hurt sales. Add in the above noted stupidity on updating MacBook Pros and other products. Also, their iPhone prices are getting too high vs. what many consumers can afford and vs. what other companies are selling for much lower prices. My Apple fangirl sister has slowed down her rate of upgrading to the newest iPhone and my coworker is switching to Android from IPhone.
AVL has drifted down to $0.085 to $0.095. Unfortunately, I crispy crittered my laptop last week and am now building a new computer instead of trying this trade. Hypothetically speaking, I'm buying 35,000 shares of AVL today at $0.085/share. I'm going to say my time horizon is 18 months from today (IIRC, they are going into production next summer, so want that as a backstop). I expect there's a reasonable chance the shares will drop down to $0.05 over this period, but I'd hold through that. I'd sell based on the news that China is cutting off rare earth metal exports (or even just reducing exports) and AVL spikes in response. Otherwise, depending on what their shares are doing 18 months from now, and try to sell for a small profit or minimal loss (e.g. wait a bit if it looks like break even or a small profit is plausible).

Any other details I should include for this to be a testable prediction?
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