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I think TGT and WMT have confirmed a recession coming later this year.
Posted on 5/18/22 at 9:32 am
Posted on 5/18/22 at 9:32 am
I'm in SPY and LULU puts, anything else i should short?
This post was edited on 5/18/22 at 9:35 am
Posted on 5/18/22 at 9:32 am to j1897
I think it already started.
Posted on 5/18/22 at 10:45 am to j1897
Any of the trash, AFRM - was a good short up until ER last week.
Posted on 5/18/22 at 10:54 am to j1897
quote:
I think TGT and WMT have confirmed a recession coming later this year.
Eh, I think it's an overreaction. Companies this size can't plan as quickly as inflation and costs rose.
Manufacturers typically give a 90 day notice of price increases...at some point elasticity and/or retailer margin compression is going to impact their bottom line.
These retailers will improve their cost structure (and especially reduce gen merch inventory position) in back half of the year.
Posted on 5/18/22 at 11:06 am to j1897
Didn't their revenue beat expectations and were up YoY? I mean they missed on earnings but wouldn't revenue be a better indicator of GDP?
Posted on 5/18/22 at 11:20 am to bod312
LULU still at 41x earnings at this level. I can see that coming down a lot more.
I sold half my SARK holdings at $77 last week (timed perfectly) and just bought some of them back at $66.28).
I sold half my SARK holdings at $77 last week (timed perfectly) and just bought some of them back at $66.28).
This post was edited on 5/18/22 at 11:22 am
Posted on 5/18/22 at 12:11 pm to bod312
quote:
Didn't their revenue beat expectations and were up YoY? I mean they missed on earnings but wouldn't revenue be a better indicator of GDP?
Sales increased, but transactions decreased like 12 percent.
Essentially people are paying more for groceries, so spending less on other things.
Posted on 5/18/22 at 12:12 pm to Chucktown_Badger
quote:
LULU still at 41x earnings at this level. I can see that coming down a lot more.
I didn't even do it from a technical standpoint. When groceries start getting expensive, and unemployment starts creeping up. $200 spandex won't be a hot seller.
Posted on 5/18/22 at 10:34 pm to Chucktown_Badger
I can't sell my SARK because I've sold a covered call against my shares. They WILL get exercised in 2 days.
Posted on 5/18/22 at 11:59 pm to WM88
With the premium + your strike, did you do well?
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