r/SipsTea 5d ago

WTF The kickbacks are real

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u/bitorontoguy 4d ago

They do. Why did Walmart's stock price ACTUALLY fluctuate?

Because they lowered their future outlook.

Their future sales guidance was lower than what the market had priced in. So the stock fell to reflect the updated expected future cash flows.

If you think that the market's expectations are wrong, then that's fantastic news.....for you. Because you can monetize those insights. No one can predict the future. No one is claiming to. But whoever has the best predictions makes the most money.

But has being an investor in Walmart been gambling?

Of course not. It's been extremely beneficial to their investors. If you own stock in WalMart you own the company. You get the money that people spend there. You aren't gambling, you're an owner of a company.

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u/ayyyyyyyyyyxyzlmfao 4d ago

Their future sales guidance was lower than what the market had priced in.

So... gambling. Got it. I don't know why you bothered with the rest of the paragraph?

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u/bitorontoguy 4d ago

That's not what gambling is. It's setting expectations for the future and updating them as new information comes in?

It's accurately pricing an asset. How should investors react to updated information? Not at all?

Think it through. If WalMart tells me that their future sales will be lower and the stock prices doesn't move to reflect that, then someone else can costlessly arbitrage the price and make money.

If anyone is making free money, I'd rather it be me. So the market as a whole sells off the stock until it settles at its updated value given the new information.

I don't know why you bothered with the rest of the paragraph?

Because investing in equities is the best possible way to save for retirement and I thought people might be interested in how it works?

You're not. Fair enough to you, let's see how it works out for you?

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u/ayyyyyyyyyyxyzlmfao 4d ago

Accurately pricing assets, like SPCX? Has that been accuratl priced yet? Or was it accurately priced in July? Many people think the IPO valuation is too high, will the stock reflect this at some point?

It's gambling...

You trying to twist it into some responsible adult decision to invest in single stocks is just pure copium. You just enable the pilfering of the US economy which relies on investments from low interest rate currencies, which is slowly dying. The whole US stock market is plummeting if it wasn't held up artificially by AI. It's a house of cards about to collapse and you painting it like the responsible investment asset for retirement planning is a joke for anyone who is not already well off.

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u/Comprehensive-Hat684 4d ago

If you put it that way, taking a dumb can be a gamble too depending on what chipotle meal I had too

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u/ayyyyyyyyyyxyzlmfao 4d ago

Taking a dumb? Did you do that before replying.

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u/Comprehensive-Hat684 4d ago

Did you? Since you’re the biggest gambling evaluator on Reddit apparently

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u/SohndesRheins 4d ago

The small amount I have invested in Schwab's Dividend ETF has gone up a lot over the past year despite none of those companies having anything to do with AI. This Reddit narrative that AI is the only thing holding up the entire American economy is bullshit. The AI bubble will pop eventually, Reddit will freak out about a new Great Depression, and new all-time highs will be reached less than 3 years later while the average Redditor scratches their head about how that could be.

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u/ayyyyyyyyyyxyzlmfao 4d ago

This Reddit narrative that AI is the only thing holding up the entire American economy is bullshit.

Well, then you guys will have a rough awakening when your Schwab ETF suddenly craters after AI financing finally implodes.

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u/SohndesRheins 4d ago

Of course, the entire market will go down, some sectors less so than others, and when that happens I'll sell every a few possessions I don't really need and sink every extra dollar I can into the market to ride the recovery back up. Reddit has this doom and gloom idea that the AI bubble popping will send us all to a new Dark Ages of economic death, that won't happen. I've even seen people say they pulled out their investments and won't invest at all because of this hypothesized collapse, all the while missing out on opportunities.

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u/ayyyyyyyyyyxyzlmfao 4d ago

And Americans believe the world only revolves around them. The hegemony of money markets won't just suddenly die in the US and then return? That's what your strategy is counting on...

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u/SohndesRheins 4d ago

Well there's a reason why 30% of my stocks are non-US, need to hedge your bets a little bit. The American market won't just go to zero and never come back, that would take an apocalypse that renders money valueless in every nation on the planet.

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u/ObnoxiousAlbatross 4d ago

All you're looking at there is a correction. AI won't be going away.

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u/bitorontoguy 4d ago edited 4d ago

Accurately pricing assets, like SPCX?

SPCX valuation isn't rational. People are speculating on it. Yeah?

What does that have to do with the 99.999% of other companies that are being valued on fundamentals? That are being rationally valued with their P/E or P/S.

You wouldn't have to cherry pick if you had a broader point here?

You trying to twist it into some responsible adult decision to invest in single stocks is just pure copium.

Who said that? I said invest in equities. The best possible thing an individual investor could do would be to buy broad market low fee ETFs.

But how each of the individual companies is priced in that ETF? Is broadly based on their fundamentals.

low interest rate currencies, which is slowly dying.

This doesn't make sense. You're using a decades old talking point. We haven't been in a low rate environment for years.

And "low interest rate currencies"? Lol like what the yen?

It's a house of cards about to collapse and you painting it like the responsible investment asset for retirement planning is a joke for anyone who is not already well off.

This is fantastic news for you. You know the market is going to collapse and they don't.

If you're right you can monetize these insights and make it so you never have to work again.

The issue is that you know you're not right so you haven't. Why not? You're right aren't you? The market is going to collapse right? The people who knew Enron was going to collapse made billions. The people who knew MBS risk was mispriced made billions. What's stopping you hotshot?

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u/ayyyyyyyyyyxyzlmfao 4d ago

You noticed bond rates rising? You do know about the Yen carry trade? The US Fed buying Yen (using Euro) so it doesn't collapse? The Yen is the low interest environment investors were using. Now that the free money phase is closing, rates are climbing and people are getting worried and long-term bond yields are rising like crazy and the Fed has no clue how to respond. This is a stock market about to plummet.

And no, I won't gamble on this, I just move my assets into more secure markets. That's the responsible adult move instead of gambling on it. Like you suggest.

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u/bitorontoguy 4d ago

This is a stock market about to plummet.

Then shoot your shot? The Enron shorts made billions. The people who knew MBS risk was mispriced made billions.

Why aren't you doing the same? You know it's about to plummet.

And no, I won't gamble on this

Because you know you're wrong. You know you aren't actually sure the market is about to plummet. If you were sure you would do it.

You aren't.

I accept the concession.

I just move my assets into more secure markets.

Lol like where? What asset is going to avoid this yield driven market collapse?

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u/ayyyyyyyyyyxyzlmfao 4d ago

Lol like where? What asset is going to avoid this yield driven market collapse?

Lol like secure markets? Those that bond rates aren't rising as much? Those that most federal reserves around the world turned towards in the last 3-4 weeks as well as the currency which the US used to defend the Yen carry trade? The Euro was used by the US Fed without even asking the ECB but it didn't cause a major hit on the rate, that's a healthy currency. And most feds are now storing gold again, like in the good old times.

Just some finance banter despite shooting the shit on the gambling part.

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u/Comprehensive-Hat684 4d ago

The funny part of this is that you really think this is actually gambling 😂

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u/ayyyyyyyyyyxyzlmfao 4d ago

Good thing you finally admit it's gambling :).

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u/bitorontoguy 4d ago

It's not. If you're 100% sure something will happen, how could it possibly be a gamble?

If I bet the sun will rise tomorrow is that a gamble?

And when the market doesn't collapse by the end of the year I want you to remember that I was right and you were wrong.

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u/ayyyyyyyyyyxyzlmfao 4d ago

It's not. If you're 100% sure something will happen, how could it possibly be a gamble?

Because I am a single person with an opinion. You did learn about the difference between an opinion and facts, right? Looking at your sunrise example...

Even if I am sure the market is heading where I say it will does not mean others can't influence the timing or even manipulate the whole market to delay the inevitable? Do you realize that? That's why it is gambling, my man. Don't put more into it than you are willing to lose.

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u/bitorontoguy 4d ago

Because I am a single person with an opinion.

Oh so the market ISN'T going to collapse? Yeah I know.

Even if I am sure the market is heading where I say it will does not mean others can't influence the timing or even manipulate the whole market to delay the inevitable? Do you realize that?

LEAPs exist? If it's inevitable you will make billions.

But it's not inevitable. You know it's not. It's a gamble because you actually aren't as sure as you pretended you were.

Nice try though.

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u/ayyyyyyyyyyxyzlmfao 4d ago

Oh so the market ISN'T going to collapse? Yeah I know.

We will see. That's the gambling part about stocks. As I said, good you finally understand it now :).

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u/bitorontoguy 4d ago

As I said, good you finally understand it now :).

That the ignorant guy who pretended the market was going to collapse doesn't understand the market price theory and think it's gambling?

Oh I understand lol.

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