SVB Deja Vu Last week, the regional banking industry took a major hit. This was caused by very bad earnings from$ニュー ヨーク コミュニティ バンコープ(NYCB.US)$. The negative sentiment spread throughout the regional banking sector. The systemic spread of fear reached as far as Japan with just about any small bank with exposure to commercial real estate feeling the pain. A few banks issued warnings that hinted towards more pain to come for banks in the commercial real est...
$Spdr Series Trust S&P Regional Bkg Etf(KRE.US)$ From Worst to First? The worst performing sector year-to-date was the best performing sector today after the CPI data release. The regional banking sector was hit especially hard this year. Smaller bank’s capital ratios came into question earlier this year when large outflows of deposits hit a few regional banks. This caused a banking scare and a big selloff in the bank related ETFs. Smaller, more...
SpyderCallスレ主TinkerB3ll:
Strong Buy! Semi's have been a great investment for years. Personally I like the big names in the space. Like NVDA, AMD, QCOM, AMAT, INTC, TXN, MU, etc. Big names like that. There are a lot of smaller semi companies that perform very good also. Especially since the trade war between China and US further restricted semiconductor trade between the two countries. The semi sector is probably my favorite sector. I trade semi companies more than any other.
TinkerB3llSpyderCallスレ主:
Awesome thanks for sharing this made me feel strongly about me buying into soxl our dearest Mike Burry just bought tonnes of puts on Semi
SpyderCallスレ主TinkerB3ll:
oh snap! Did he really buy a bunch of pust on semi's? do you know which ones exactly? Sometimes his trades hit big time. He loaded up on short positions right before the previous correction. I wouldn't worry too much this time. I don't see the semi sector falling unless all of tech and/or most of the market is falling.
102254163 :
Is there something very serious brewing in the banking sector? That we don’t know? If there is, and fed decides to pause or pivot, it could send the stock market crashing down instead
MonkeyGee : I don't know. sit on hand opportunity?
SpyderCallスレ主 MonkeyGee: Right. I'm gonna hold off on this one.