Which stonks are you buying if any?

[Umfriend]

Funny. I am still rather passive as I have some stocks that I need to get rid off, but the prices aren't right for my algo. Ah well, making dividends and option-premia,

[UtwigMU]

Pharma did a 78 to 1 stock split but the price has not yet been adjusted so my portfolio looks like 1.7M EUR now . Good for screenshots. The price will be adjusted on next trading day on Monday.

[Umfriend]

OK, I'll keep this limited to stocks .

[UtwigMU]

Countries either pay tariffs which he can directly spend without having to go through congress to raise taxes or they give USA something else in negotiations. Idea is for fed to lower interest and then refinance US debt at low interest long term bonds. USA budget deficit, debt to GDP, interest on debt is unsustainable.

Whether this works out and to what extent, who knows.

[Umfriend]

So what is the plan with what enumerable costs, benefits and timing?

[UtwigMU]

Bought some AMD.

WRT to Trump, his approach is amateurish but he is not without a plan. Look up Varoufakis explanation.

[Umfriend]

I think it is easier for reasonable people to disagree on what month it is today then on whether Trump & crew are doing a lousy job, they are. I just really didn't think it would be this amateurish. Maybe I'll be able to close out some positions tomorrow, I have been writing quite a few put-options the past week and buying some dip the past week.

[UtwigMU]

Not quite yet because I was hit with taxes. I've been saving cash for a year but there is always something. Bought some MSFT and pharma last month as they are less volatile and will not dip as much, also pharma will do a stock split + IBKR now has access to our national stock exchange. IMHO now AMD is a buy and maybe NVDA (do your research).

[Umfriend]

Buying the dip already?

[UtwigMU]

Gelsinger retired, INTC up.

[UtwigMU]

Also not active this year because the commies in the government increased taxes so I had to come up with €€€€ and at work the wheels are about to fall off so I increased emergency cash by 50%.

[Umfriend]

Not being active as the budget is allocated and heavily biased towards lithium mining and processing.

[UtwigMU]

IBM at ATH $234, I'm up 82%. I saw it going north of 200 before they replaced Ginni Rometty.

[UtwigMU]

You can do options on US stocks in IBKR but you need something like 50k liquidity in your account.

[Umfriend]

Would you consider shorting a call option on INTC, say INTC C SEP24 22.00 at 0.50? It's really annoying but I seem not to be easily able to trade options in the US... INTC as it stands currently would qualify as an addition to my active portfolio, save that I cannot trade the options.