10baggerbammスレ主 : what does Mark to market mean? what is the current value right now relative to when the loan was originally made well if you're in a strip mall and you underworld a 20 million loan and half of the strip mall is vacant commercial properties value is strictly predicated to the rent roll and not the company that owns it.. so if you have a property that's vacant it's worth dog crap. and you hear all the bobbleheads on TV there's a trillion dollars that needs to be refinanced and much higher rates because it was done at 1 and 2% and now commercials going to be prime plus 5 you're going to be 12%, 13% much higher some won't even be able to be rented you'll just throw the keys in the mailbox and walk away.. that means the individual that owns that property defaults on it and says come take it I'm broke I'm bankrupt.. let's circle back here silicon valley Bank failed March of last year everything collapsed the market discounted Goldman Morgan Stanley Chase Bank of America every regional Bank insurance companies got slammed.. over the past 15 months we've had stress test performed by the fed the large Banks pass flying colors they've recovered and you're seeing Banks today hit all time highs just look at Jamie diamond's Bank over $200 all-time high look where it came from. regional Banks they were toxic look how they have recovered but yet there's a trillion dollars and they hold about 95% of these loans. two weeks ago Monday we had a regional Bank default you're probably not aware of it why maybe you weren't paying attention on TV because the stock market was trading higher but they said it on Bloomberg CNBC and Fox Business nobody cares why is that it's real simple when stocks rally in a sector when there's bad news that's a sign of the bottom when they sell off on great news that's a sign of a top.

10baggerbammスレ主 : so we had a regional bank failure they mentioned it nobody cares stock market was up regional Banks were up money center Banks were higher insurance companies were higher  everything's great. the general rule is you need to be 3 to 6 months ahead of the bobbleheads that run enormous hedge funds mutual funds you need to start to be buying sectors in anticipation of where their next move is going to be because they have so much money they can't buy like the average Joe who has 20,000 to buy or 50,000 or 100,000 to buy they have billions of dollars they need to deploy and it takes months to accumulate shares in a sector or a company. I was buying utilities last year and I was early and I rode them down a little bit I started buying a basket of ETFs at 18 17 16 all the way down to 14 and back the truck up utsl read my posts. because when interest rates fall people look for a sector that offers reliable dividends well that's utilities real simple why if you don't pay your electric bill they shut you off they have very little risk in economics 101 it's called luxury versus necessity you don't need a Ferrari you need your electricity you need your house you need food.. I told everybody by this sector by this leveraged ETF of 3x ETF I said when rates are cut everybody will now begin to recommend it I said I'm by the way there's all this demand for electricity coming from these data centers all your text talks with you by all your searches that you're doing requires significant draw and these stocks will have a secondary level of interest that's never been accumulated before never factored in before they almost become a tech play an AI play and now you see what's happening utilities hit an all-time high today utsl last week was over $29 from a boring sector nothing fancy utilities.. there's still a tremendous upside in that sector and that ETF but I'm here to tell you right now that you need to be buying drn. NOW!

10baggerbammスレ主 : click on fund scroll down and look at the holdings and then look at each individual holding look at the news look at the earnings what you're going to see is they're beginning to have accumulation minus one company last week that knocked the cover off the ball and was the biggest percent gainer in the S&p that day and that's in this portfolio so you need to be ahead of the curve by the time these bobbleheads start to recommend something smart money is already deeply profitable. you need to think like a wide receiver you need to run where the ball's going to be so that's what I'm providing you I'm letting you know right now this is where the ball is going to be in 12 months this basket is over $20 in 12 to 18 months it's mid-20s so there's potentially a 3X return on your money. what's already happening yesterday in the morning real estate was the biggest percent gainer out of every other sector isn't that amazing who buys real estate, smart people do. just like you needed to be in the money center Banks last July August after the stress test and buying on weakness Basel 3 came about they got hit again you buy them.. so here's a sector that's done virtually nothing that has an enormous upside risk reward is what you want to look at and on any weakness you need to be a buyer and tomorrow CPI comes out and maybe a bad number we may get slammed in the market guess what drn's on sale buy it don't they trade it buy it 12 months minimum you are going to be a happy camper.

74172505 : leveraged ETF usually not good for long term holding, I’m really trying to convince myself into this one

10baggerbammスレ主 74172505: yeah you know what people keep saying that and you need to buy it when there's movement accumulation you don't want to buy it in a downturn unless you are in the inverse. as far as fees you know to pay 1% or 2% depending upon which ETF it's irrelevant it truly is meaningless because you're getting the leverage that's not possible even if you went on margin number one number two I had somebody comment two weeks ago when I recommended the TSL which is the Tesla leverage ETF and they said well the decay rate what is a decay rate because they do use options the management company and there's obviously a cost options and that's above and beyond the management fee to the ETF and the decay is again insignificant and irrelevant because if you're in something that is under accumulation the index the underlying stocks you're never going to be able to see it and coincidentally Tsll went from $5 to over $9 in six days.

10baggerbammスレ主 10baggerbammスレ主: the fees incidentally are an annual fee so over a full 12 months and again if you're in something that long I was in the utility stocks the utsl down around 14 and I still have them and they're over $28 I collect the dividend my dividend was about 6% when I was buying it around $14 a share I think it's still yields about three and a quarter three and a half and drix. charges I think it's like a .75% annual fee (the fee is already priced in the nav when it's calculated so it's not like you're getting a debit on your principal that you would even notice)  so net net it's insignificant the fees I'll gladly pay them to get that leverage and you see with the utilities are doing they're absolutely destroying every other sector right now