Semiconductor material or lack of manufacturing or whatever it is, is probably having the largest imapct on my personal life.

Can't get any new machines. No new skidoos no atvs, nothing. Its all so computerized now. Give me a gearbox a piston and a cylinder and call it a day.

This post was edited by SBD on Sep 22 2021 09:52am

Closed these positions out at a $50 loss per contract. NTB given yesterday and the day before they were trading for $90-$120 a contract.

I mean million dollar question is will China bail out evergrande

I think a partial bailout is baked in, but u can see Chinese prez make an example here, at the cost of Chinese populace, with the blame going to respective ceos

And if Chinese populace takes a hit, there goes Nike, Apple, tsla, etc

Bitcoin takes a hit as China declares all cryptocurrency transactions illegal
The decision was made "in order to safeguard people's properties and maintain economic, financial and social order," the People's Bank of China has said

China really giving us a headache these past weeks

“Maintain economic and social order” lmfao

This post was edited by excellence on Sep 24 2021 08:35am

At this point they might have this shit blow up in their face. It probably wont happen, but imagine if China goes into a recession, with various social unrest because the CCP decided to strong arm Chinese capitalism, only for the shitstorm to boomerang right back into their eye.

I think some of this Evergrande stuff is at least somewhat related to the other crack downs. Many corps hold various type of assets, investments, loan books, etc. If you shit on your domestic markets for a year straight, with so much capital outflow, it's bound to spill over into the real economy.

I guess they will simply just print more money.
just like always, to me its just manipulation.

Bought MSFT, SBUX, AMZN, and Z today.

Thoughts on Shopify?

My thoughts are I sold this fucking thing for 50% gain at 423 thinking I am Warren buffet

Did you do an analysis of where you thought it was going and figure out the fair price based on that?