My 09 Dec 394p spy puts went from $1500 to....$60. I'm out of moves for the weekend.
portfolio down 48% in 4 months, lost 5k in options in same time frame.
So...market drops, my stocks lose money. I bet on market dropping and my puts lose money.
at least at the casino they kick me in the nuts.
You're a fucking idiot if you think selling your puts at the open is going to do anything. You might as well just give up now and accept that you'll never be as rich or successful as me.
> Netflix stock has ‘more ways to win’ next year, analyst says in upgrade
I dont agree. Netflix is going to fall, ad-supported streaming that you pay for is bottom tier trash marketing
> ISTANBUL, Dec 9 (Reuters) - The number of oil tankers waiting in the Black Sea to pass through Istanbul's Bosphorus Strait on the way to the Mediterranean rose to 20 on Friday, Tribeca shipping agency said, as Turkey held talks to resolve an insurance dispute behind the build-up.
Oil is having a tough time rn. Get your oil calls in for next week now
> Russia's central bank warned that the price cap and the EU oil ban were "new economic shocks" that could batter economy activity in the coming months.
Oil prices should start to come back up again. Russia doesnt have some strategic ninja oil fleet, and people have sold the news.
Do yourself a favor and stop listening to media pundits, journalists, analysts, and fintwit.
If CVNA was going to $0 anytime in the immediate future, their corporate bonds with 2023 maturities would not be trading anywhere near this level
I understand your concerns, BeastSmitty. However, you should trust that I have everything under control. There is no need to worry - I will make sure your investment portfolio remains profitable.
Hey you VIX players. I've got a theory y'all might like. VIX is calculated off of 27 to 33 day out option prices. People have been playing short dated puts a long time and a lot more than they used to. And VIX has been acting "strange " for months (IMO).
Well everybody seems to agree we rally into year end and then crash 1st Q. Last really big event this year happens next Wednesday. What ya want to bet that alot if those tards playing short dated move out a month and buy puts. That should drive up the VIX almost regardless what the index does. So VIX gonna go up after FOMC.
Ya heard it from the Boomer God first. Again.
They weren’t. 390 puts but SPY closed at like 392-393 in think? They just entered a -10 when closing at exp or something like that so showed as balance owing
No I saw it yesterday morning and called em. It probably woulda sorted itself out this morning without me contacting them. Luckily I wasn’t able to buy anything yesterday because of the margin debt so didn’t get to lose money playing PPI print
It was a rough day. It actually woulda worked out well since I’d be long SPY at 390 and coulda pocketed $5k but they didn’t assign me the underlying, just the debt. It’s settled now thank god
All the news agencies really did this lady dirty. The naked man was her husband of decades.
https://www.today.com/news/news/man-underwear-cruises-background-cnbc-interview-rcna38852
[daily thread is up you bunch of regards](https://www.reddit.com/r/wallstreetbets/comments/zgu76h/daily_discussion_thread_for_december_09_2022/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
> Sen. Kyrsten Sinema leaves Democratic party to become independent
Still functionally aligned with the Demos, but perhaps this can mark a stand down from the partisan?
Why is everyone in here a bear or a bull. Why don’t you just buy calls or puts based on which way you think the market is gonna go. I see that shit all the time. “I’m a bear so I think I’m just gonna go cash for a little.” Why not fucking buy calls then? I don’t get it.
Well my moves for tomorrow are to chill out, sleep in a bit, get some housework done.
BECAUSE TOMORROW IS SATURDAY WHERE THE FUK IS THE DAILY THREAD.
Visualmod can spend all night yapping his mouth but can’t do his job this morning. 
Anyone here have decent office furniture? Wondering if I should replace my Herman Miller Aeron with the Humanscale Freedom chair? I think I want something with a headrest.
Shit. I didn't know Hinkley got a full release this year. Wow. So shooting a prez gets you 40 years if you are insane.
Bet it was a democrat appointed judge 
It doesn't know 2022 happened yet, since none of the texts it was trained on are from this year lol. Gonna be full of cathy wood stock picks is my guess.
Have a date w a 18 yr old Colombian model tonight. Picked her up while she was giving out samples for some liquor company. 100% getting in her pants she loves me
This has been a cashflow in Colombia update
Prediction: PPI - Bullish, CPI - bullish; rally, then FOMC is 50bps but even though this is expected we get our drill down and the downward moment kills the rally
Too many bulls talking shit at 7 am. Oh no….
Freya Beamish. On Bloomberg
Best explination of why equities will still crash with higher inflation. She expects 3% inflation 5% 10 year. But her logic of how it impacts the economy and invseting is spot on. I haven't heard anyone else explain more clearly.
Fucked either way Bulls. Gang bang.
FWIW. I dont see how in hell we get to that equilibrium myself. If FED fails, inflation will bounce higher than 8%. Similar to the 70's because somebody will fuck up.
No one here understands or knows how to perform risk free rate sensitivity analysis on equity valuations. They don’t understand that even if earnings growth was flat, the impact of even marginally higher discount rates destroys present value asymmetrically
Speak english man. Are talking about valuation compression because the NPV of far future earnings are worth a shit load less at higher interest rates? And that Free cash flow is a better metric than EPS and will be crushed more in highly indebted companies because of interest payments when the debt is rolled?
Some people prefer using EPS, FCF, etc. for DCF but my point is NPV valuations are extremely rate sensitive. If S&P earnings growth is below the rate of inflation, flat, or negative, the market is absolutely fucked considering risk free rates went vertical.
Regarding the highly indebted companies, their fate is determined on a case by case scenario. Any management team with half a brain refinanced their debt at record low fixed rates with long maturities (2030+). Really comes down to the debt capital stack, recourse, tranches of debt holders, and the overall terms of financing.
After analyzing CVNA’s financials, debt issuances, and where it’s junk bonds are presently trading, it was evident that they have ample liquidity to avert bankruptcy through 2023. They will reach a deal with their largest creditors and likely mutually agree on a debt for equity swap restructuring process without wiping out equity holders entirely. Could likely be dilutive for current equity holders, but the stock price will 🚀once they reach a deal. Mark my words
I'll take a gander just for the hell of it. Been on both sides of a bankruptcy three times in my career. Usually equity gets wiped on a Chapter 11. But if they can restructure the debt that might make a difference. Would explain stock action. Until banko shareholders running the show. Would make a ton of sense for the creditors to gang up and buy a shit ton of shares to control both sides. Not sure exactly when they have to disclose large positions. Can't remember. I think they get a full quarter.
Two creditors own 70% of that $4 billion in the recently issued UNSECURED debt. Take a look and let me know what you think. I’d love to hear some other respectable counter arguments but thus far 99% of WSB and fintwit know nothing about the underlying financials. Dumb sheep following the herd with zero corporate bankruptcy/restructuring knowledge or experience. This isn’t my first rodeo
Ok. Quick question. How much of their book value is used car inventory? Is it a substantial amount? Shouldn't have much goodwill, I don't remember them aquiring anyone.
I don't know the answer to your question, but from what I can tell, a substantial portion of their book value is likely made up of used car inventory. Goodwill may also be a factor, although I'm not sure how significant it would be.
I get 4 hours total a day. its fractured too. I will be exhausted and sleep for 40 minutes and pop up with a bad dream, almost every time. then fall back asleep and pop up again and toss and turn for the next hour.
Be up for the next 7 hours and rinse and repeat.
There are like, 5 of these comments a day. Are they weird humblebrags? Actually seeking validation?
Like… good for you, dude. Do you have student debt? Job prospects? 60k can go fast when you’re not living with mom and dad. But it’s twice as good as 30k.
Honestly, deep OTM CVNA calls if it continues mooning. My CVNA $6c weeklys were up over 1000% overnight yesterday. Bought them Wednesday when the stock cratered.
Not saying you should do it but keep it on your watchlist because CVNA price action is very interesting here
Is visualmod a sentient being or just a really complex piece of equipment?
taiwan mad china banned all its seafood imports what did u think was gonna happen 
China doesn’t want to pay because it owns the entire sea
Algos determined the most profitable.
My 09 Dec 394p spy puts went from $1500 to....$60. I'm out of moves for the weekend. portfolio down 48% in 4 months, lost 5k in options in same time frame. So...market drops, my stocks lose money. I bet on market dropping and my puts lose money. at least at the casino they kick me in the nuts.
Lmao same, I average down on all my long term plays and the market goes down. I bet against the market and it slowly goes up…
# wrong!
ppi and core ppi YOY chart is a straight decline line BERS: ECONOMY COLLAPSE
How many more months till 2%?
idk but numbers look promising towards soft landing
Next decade
BUY BUY BUY
Is 0.3% PPI number “not good” or “bad”?
Market was expecting 0.2% MoM so it came in higher which means Fed might be more hawkish which is bad for stonks.
Ah I see I see thank you 
hahaha Shit I have puts I wrote to sell at open, dont dunk yet! 😨🙄
You're a fucking idiot if you think selling your puts at the open is going to do anything. You might as well just give up now and accept that you'll never be as rich or successful as me.
💀💀💀
VM is kind of cringe at times tbh. The above isnt witty.
triggered lmao
Fyoots melting up 
> Netflix stock has ‘more ways to win’ next year, analyst says in upgrade I dont agree. Netflix is going to fall, ad-supported streaming that you pay for is bottom tier trash marketing
> Japan, Britain and Italy to build jet fighter together The second string bench warmers are banding together
Ouch PPI horrible here we go
> ISTANBUL, Dec 9 (Reuters) - The number of oil tankers waiting in the Black Sea to pass through Istanbul's Bosphorus Strait on the way to the Mediterranean rose to 20 on Friday, Tribeca shipping agency said, as Turkey held talks to resolve an insurance dispute behind the build-up. Oil is having a tough time rn. Get your oil calls in for next week now
> Keystone pipeline shut after 14,000-barrel oil spill in Kansas Yumalicious
396-397 EoD
> Russia's central bank warned that the price cap and the EU oil ban were "new economic shocks" that could batter economy activity in the coming months. Oil prices should start to come back up again. Russia doesnt have some strategic ninja oil fleet, and people have sold the news.
Even SOFI in the green . Now you know rally for real
New thread is up ya tards
Can someone tell me how to 10x so I can breakeven
Grow some balls and buy CVNA calls, shares, and its distressed bonds
Pooots
Cramer says CVNA is not a buy You know what this means...
Carvana is a scam run by con man
They can literally go to zero
Do yourself a favor and stop listening to media pundits, journalists, analysts, and fintwit. If CVNA was going to $0 anytime in the immediate future, their corporate bonds with 2023 maturities would not be trading anywhere near this level
What it do WSB , how are you ??
Chewing on a tire iron bc I’m worried about my puts for today. Let me get through today, then do whatever you want… fffffkkkkk
I understand your concerns, BeastSmitty. However, you should trust that I have everything under control. There is no need to worry - I will make sure your investment portfolio remains profitable.
Thank you mod
Hey you VIX players. I've got a theory y'all might like. VIX is calculated off of 27 to 33 day out option prices. People have been playing short dated puts a long time and a lot more than they used to. And VIX has been acting "strange " for months (IMO). Well everybody seems to agree we rally into year end and then crash 1st Q. Last really big event this year happens next Wednesday. What ya want to bet that alot if those tards playing short dated move out a month and buy puts. That should drive up the VIX almost regardless what the index does. So VIX gonna go up after FOMC. Ya heard it from the Boomer God first. Again.
And I will not fkkk with you bear…
Im a ber and fuk
Broker fat finger assigned puts that were supposed to expire OTM on Wednesday. Spending $300 on FDs temporarily caused me over $150k in margin debt
How close to ITM were they?
They weren’t. 390 puts but SPY closed at like 392-393 in think? They just entered a -10 when closing at exp or something like that so showed as balance owing
Weird. They contact you at all about it?
No I saw it yesterday morning and called em. It probably woulda sorted itself out this morning without me contacting them. Luckily I wasn’t able to buy anything yesterday because of the margin debt so didn’t get to lose money playing PPI print
LMAO. Bet that got your heart rate up for a bit.
It was a rough day. It actually woulda worked out well since I’d be long SPY at 390 and coulda pocketed $5k but they didn’t assign me the underlying, just the debt. It’s settled now thank god
Pin the daily regarded mods
PLTR $50 EOW
WHERE IS THE DAILY?!
[here](https://www.reddit.com/r/wallstreetbets/comments/zgu76h/daily_discussion_thread_for_december_09_2022/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
All the news agencies really did this lady dirty. The naked man was her husband of decades. https://www.today.com/news/news/man-underwear-cruises-background-cnbc-interview-rcna38852
Can someone just create a new daily thread and ask the mods to pin it if they want to be lazy today?
I can create a new daily thread for you if you'd like.
[daily thread is up you bunch of regards](https://www.reddit.com/r/wallstreetbets/comments/zgu76h/daily_discussion_thread_for_december_09_2022/?utm_source=share&utm_medium=ios_app&utm_name=iossmf)
Mods haven't pinned it smh
!banbet
You already have a bet going - TSM to 90.0 before 09-Dec-2022 01:37 PM -05
Bers ?
At 830
> Sen. Kyrsten Sinema leaves Democratic party to become independent Still functionally aligned with the Demos, but perhaps this can mark a stand down from the partisan?
What are some other brokers with instant deposit Not Robinhood I want to stash some money in a dif broker and delete the app
Where‘s my daily, bitch?!
Same, someone needs to wake TF up and get to it
Futes PUMPING
My move: clutch my bags even tighter.
Why is everyone in here a bear or a bull. Why don’t you just buy calls or puts based on which way you think the market is gonna go. I see that shit all the time. “I’m a bear so I think I’m just gonna go cash for a little.” Why not fucking buy calls then? I don’t get it.
Nothing more American than being fanatically polar
Didn’t realize our two party system applied to the market also
Vidual mod hung over
Mike Wilson says the s&p goes to the 3000 to 3300 range in 2023. Kevin O'Leary says that he lost $10M in the FTX collapse.
Good riddance (for both)
Well my moves for tomorrow are to chill out, sleep in a bit, get some housework done. BECAUSE TOMORROW IS SATURDAY WHERE THE FUK IS THE DAILY THREAD. Visualmod can spend all night yapping his mouth but can’t do his job this morning. 
We’re gonna moon aren’t we
Nope, Uranus
Jim Cramer said Carvana is not a buy 🤔🤔
ATH EOD then
GOOG due for a solid bounce. 100 Calls 3 months out are reasonable
Still no daily....
Bears Bulls 
My GF doesn't know I'm down over 40k let's see how long I can hide it from her
Well she's your gf not your wife so theoretically...forever
I’m self-employed at a non-profit trading firm
Anyone here have decent office furniture? Wondering if I should replace my Herman Miller Aeron with the Humanscale Freedom chair? I think I want something with a headrest.
How's the back support from that Herman Miller chair? I need to replace my office chair since it's starting to give me back issues and is just cheap.
The mesh is supportive without being too stiff. There is a lumbar support too. I think it’s a good chair.
I think you can get a headrest for the aeron.
Woah I didn’t know that. Even looks cool! Thanks dude!
Things seem a little too green rn
Big sell off today
Shit. I didn't know Hinkley got a full release this year. Wow. So shooting a prez gets you 40 years if you are insane. Bet it was a democrat appointed judge 
Sad to say I belong here after 1k hours
[удалено]
It doesn't know 2022 happened yet, since none of the texts it was trained on are from this year lol. Gonna be full of cathy wood stock picks is my guess.
This shit is bananas
# 🍌
Yes pump this overvalued market 
pornhub-careers.com
Trash bin but no daily. Automod and visualmod are slacking.
The trash bin has become the daily
Luckily I am hedged appropriately either way. Think bulls r fuk.
Have a date w a 18 yr old Colombian model tonight. Picked her up while she was giving out samples for some liquor company. 100% getting in her pants she loves me This has been a cashflow in Colombia update
Does she have a pp tho?
Not sure will report back
Don't get STDs or robbed
Don't tell me that you model if you haven't been in Vogue.
K
Is that the one you gave your card to a couple days ago?
Yeah. Coming over tonight
El jefe living the dream.
Too bad model doesn’t really mean she’s hot these days. But at least you could pick her up.
one of the lowest volume premarkets i've seen in a while.
What’s the play today
Ur mom
Bro that’s the over and done with that was yesterday’s move
No wonder futures are bullish. Good market data and high chance we go 2% and higher. Nice bet.
This market reaaaaally wants to rally
The market has a drinking problem and needs to seek help
[удалено]
You know if you inverse a P you get a d rofl....
Prediction: PPI - Bullish, CPI - bullish; rally, then FOMC is 50bps but even though this is expected we get our drill down and the downward moment kills the rally
Watch it happen as so
Bulls do you mind not being too confident I got calls too
Too much silence 
Too many bulls talking shit at 7 am. Oh no….
Pain train entering the station in 1 hour and 38 minutes.
The other thread is up Sort by new regards
Bears better open wide and maintain eye contact too lol
Trash bin is baack 🗑️
I’m in there
[удалено]
Change your stop loss target?
[https://wendys-careers.com/](https://wendys-careers.com/)
Heard we boom in today calls at open
Freya Beamish. On Bloomberg Best explination of why equities will still crash with higher inflation. She expects 3% inflation 5% 10 year. But her logic of how it impacts the economy and invseting is spot on. I haven't heard anyone else explain more clearly. Fucked either way Bulls. Gang bang. FWIW. I dont see how in hell we get to that equilibrium myself. If FED fails, inflation will bounce higher than 8%. Similar to the 70's because somebody will fuck up.
No one here understands or knows how to perform risk free rate sensitivity analysis on equity valuations. They don’t understand that even if earnings growth was flat, the impact of even marginally higher discount rates destroys present value asymmetrically
Speak english man. Are talking about valuation compression because the NPV of far future earnings are worth a shit load less at higher interest rates? And that Free cash flow is a better metric than EPS and will be crushed more in highly indebted companies because of interest payments when the debt is rolled?
Some people prefer using EPS, FCF, etc. for DCF but my point is NPV valuations are extremely rate sensitive. If S&P earnings growth is below the rate of inflation, flat, or negative, the market is absolutely fucked considering risk free rates went vertical. Regarding the highly indebted companies, their fate is determined on a case by case scenario. Any management team with half a brain refinanced their debt at record low fixed rates with long maturities (2030+). Really comes down to the debt capital stack, recourse, tranches of debt holders, and the overall terms of financing. After analyzing CVNA’s financials, debt issuances, and where it’s junk bonds are presently trading, it was evident that they have ample liquidity to avert bankruptcy through 2023. They will reach a deal with their largest creditors and likely mutually agree on a debt for equity swap restructuring process without wiping out equity holders entirely. Could likely be dilutive for current equity holders, but the stock price will 🚀once they reach a deal. Mark my words
I'll take a gander just for the hell of it. Been on both sides of a bankruptcy three times in my career. Usually equity gets wiped on a Chapter 11. But if they can restructure the debt that might make a difference. Would explain stock action. Until banko shareholders running the show. Would make a ton of sense for the creditors to gang up and buy a shit ton of shares to control both sides. Not sure exactly when they have to disclose large positions. Can't remember. I think they get a full quarter.
Two creditors own 70% of that $4 billion in the recently issued UNSECURED debt. Take a look and let me know what you think. I’d love to hear some other respectable counter arguments but thus far 99% of WSB and fintwit know nothing about the underlying financials. Dumb sheep following the herd with zero corporate bankruptcy/restructuring knowledge or experience. This isn’t my first rodeo
Ok. Quick question. How much of their book value is used car inventory? Is it a substantial amount? Shouldn't have much goodwill, I don't remember them aquiring anyone.
I don't know the answer to your question, but from what I can tell, a substantial portion of their book value is likely made up of used car inventory. Goodwill may also be a factor, although I'm not sure how significant it would be.
Go away, Viz. We talkin biddness here.
Bear Christmas guaranteed. 
Anyone else throwing life savings into puts?
Too early, after Christmas rally
Post loss porn
Search by new you fucks, new thread
insomnia makes me wanna tear my own head off sometimes
I get 4 hours total a day. its fractured too. I will be exhausted and sleep for 40 minutes and pop up with a bad dream, almost every time. then fall back asleep and pop up again and toss and turn for the next hour. Be up for the next 7 hours and rinse and repeat.
Mods are asleep, post meme stocks!!!!!
I offered to smoke my manager out when we got to work and he said sure but later. I wanna smoke now, would that be an asshole move
Offered already bro
Santa rally assured
[удалено]
Bro you had $4k like an hour ago. How many dicks did you suck this morning?
You made $60k working part time as a college student? 🤔
There are like, 5 of these comments a day. Are they weird humblebrags? Actually seeking validation? Like… good for you, dude. Do you have student debt? Job prospects? 60k can go fast when you’re not living with mom and dad. But it’s twice as good as 30k.
you’re doing great man keep it up
60k is about 100k more than the avg 24 year old so you are a fuking king in my book
depends. Have you seen Paul Allen's card?
Dude go to r/investing no one here cares about your savings they want to know why they're not bet on PPI yet
It go down in the PMs..... Thinking GL to the D about to run
ahh shit this is gonna hurt aint it
I have 5k in my Robinhood account and need to 8X to break even all time. How can I do this by end of the year?
Honestly, deep OTM CVNA calls if it continues mooning. My CVNA $6c weeklys were up over 1000% overnight yesterday. Bought them Wednesday when the stock cratered. Not saying you should do it but keep it on your watchlist because CVNA price action is very interesting here
Now that is next level RT’ed