Recent comments in /f/wallstreetbets

grimkhor t1_jeekfkr wrote

You do you. You're obviously very heavily invested in it anyway. Sentiment only works for markets as a whole. Lots of hated sectors don't exist anymore or didn't make profits for decades. There's no way a commodity product is in any way premium that it can sustain such high margins. Either it doesn't expand the market enough or the margins will shrink. At the end of the day for me it's not different than farming any other product.

This post is also a bit misleading as it could easily be "Companies get listed on an exchange that got kicked out of the real one". Still good luck to you.

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sigmalabrador t1_jeek1wo wrote

Reply to comment by FTRFNK in $FRC Trade idea by Famous_War5848

Thoughtful post, The low price of the preferred shares reflects the extreme bearishness on FRC. Back in 2008, there were a ton of financial preferred shares that traded down to single digits. Those that survived recovered above $20.

These securities were created for the retail investor and were issued at $25 par value.

What to look for to see a regional bank rally?

Focus on interest rates, lower rates cure a lot of problems. Unlike 2008, it's not an issue of credit quality, at least not yet.

Will the regulators offer any relief in the form of higher FDIC guarantee limits? There has been some talk of increased regulation of the regional banks to insure their soundness. Increased regulation could be offered along with an implicit guarantee of the regionals. Long-term this will hurt regional banks ability to lend.

Will the Biden Administration allow big banks to buy regionals? Watch First Horizon/TD Bank merger in the next few months.

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Amazing-Guide7035 t1_jeejoys wrote

I mean to a certain extent. Wasn’t this the bank that was caught with safety deposit boxes designed for max cash holdings for the cartel or was that DB?

I’m getting my banks mixed up a bit with their scandals but I’m sure the regulators will straighten them all out. 😕😕😏

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Fuego1050 OP t1_jeejiyt wrote

Lol - most hated sector in the world right now. 2 year straight drawdown on MSOS etf.

Despite revenues growing 30-40%, and top four with ≈50% gross margin, ≈35% ebita margin. And >1bil in revenues. Trading 1x rev.

Stocks have been systematically fucked by custody being withdrawn bc federally illegal - pershing, euroclear, +++ have forced retail to sell stock.

But shoots are emerging - that this will reverse - with re-scheduling cannabis by HHS on the horizon. This CSE news is a small positive step

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RecommendationNo3531 t1_jeeir7c wrote

When you can’t beat the wave just ride with it. Sooner you stop complaining and start complying, things will start to make sense. Otherwise just get the fuck out and don’t gamble anymore.

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fartswhenshecums t1_jeeigvj wrote

Lol, HSBC’s SENIOR Economic Advisor Stephen King said that’s exactly what it is. The last two paragraphs of the article:

“What [quantitative easing] encourages you to do is effectively raise funds very cheaply and invest in all kinds of assets that might be doing very well for a short period of time,” King said.

“But when you begin to recognize that you’ve got an inflation problem and start to raise rates very very rapidly as we’ve seen over the course of the last couple of years, then a lot of those financial bets begin to go rather badly wrong.”

Jfc. Senior Advisor my ass.

Man’s salaried in the $millions/yr to ”advise” his people to fuckin gamble all day at work.

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