Question for the group: How to trade stagflation? Shorts and commodities / precious metals only get you so far.

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Long TLT

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Thanks I was looking yesterday on treasury. Where else did people convert to save capital and not bleed with market?

Haha thanks

What are you expectations for returns in a bear market? And how far out on the risk curve are you willing to go?

Well managed shorts vs long gold and commodities can easily get you 10%.

Of course this market has been hard since gold’s been stuck for 3 months and apart from oil commodities have rolled over. But the short equities strategy has worked well - especially tech, discretionary, and comms.

This is mostly to evaluate ideas. I know sitting in cash is a safe bet to only lose 8% or whatever inflation is. And TIPS are a decent alternative to break even vs inflation.

I’m doing a lot of higher yielding stuff in energy, industrial, staples, reits, materials and select financials
Aiming to continue DCAing and dividends go toward that

I’ve been DCAing slowly and but I’ve also been selling calls or shares on small pops to keep a decent mix of cash.

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Newbie here. Did any one engage a financial planning service? I’m 34 with young kids, no debt, and $300k in cash. Absolutely no other financial/estate planning and overwhelmed!

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I would like to know how much will be in hand for London onsite from tcs for an IT Analyst.

I am planning to travel with spouse and 3 year old kid. Wondering about savings as well.

Any guidance is appreciated!

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Hi fishes

My package is 25.5 LPA fixed. Can someone suggest which tax regime would be better for me. As of now I do not have a home loan to claim tax benefit.
Also what could be the in hand salary in my case.
PF deduction : 153000

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2.75% rate + $2000 lender credit for 30-yr conventional in Austin. Is this good??

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Why can't I focus anymore? I'm worried my productivity has fallen since the end of the last tax season

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From now on can we start saying WHY we think news = 🚀 🚀 🚀. Reason: people lose their minds when they see *bank/big corp + crypto* and forget to ask why the news = higher price.

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What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

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Has anyone successfully “ported” their mortgage? Just learned about this and doing some research since rates are so high now. Current rate is 3% and new home will be more expensive, for context.

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I’m seeing lots of posts about really bad losses. If you trade you’re going to lose money - hopefully not all the time, but many positions will be mistakes. But you need a process to find ideas and manage positions. Two books you should read are “The New Trading for a Livinng” and “The Laws of Trading.” Both look at psychology, process, and risk in different ways that can help you work out your own process. The next 18 months will be much harder than the last 18 - time to start learning.

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Hey people! Curios, what was your first splurge purchase with your big law money. (Assuming you have student loans, mortgage/rent etc.)

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Hello guys, can anyone please suggest how can i bring down the tax in the given CTC.
P.S : All allowances which i am not claiming will add up to special allowance which is taxable. No gratuity or insurance premium will be deducted from this CTC

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I have a car insurance question...can you put a different address than you live at when signing up for insurance? My wife’s family lives in Orange County so wanted to sign up with her OC address and save almost $300-$400. Any feedback is appreciated!

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Starting apartment hunting in NYC soon. Any tips and recommendations for studios & 1 bedrooms in the city in terms of price range, ROI, neighborhood, down payment, best time to invest etc.

How much money should I have if I get to Canada for job search through express entry PR?

How to know the GGID for checking final settlement payslip

FL peoples: I signed a lease for a new place to start May 1 as my current landlord sold the unit I'm in. Turns out, the buyer wants to keep renting the unit and asked if I want to stay. Of course I want to stay. My new lease hasn't started so I'm pretty sure I can easily back out. For the new lease, I'm still pending full approval from a condo association as I have to do an in person interview. I have paid first months rent in advance. Is there anyway to get that money back?

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How to save tax for the money from freelance work? As i already have a full time job.

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Thoughts on the new Chase Freedom Flex?

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What is the best setup for Retirement Plan Advisors? RIA? B/D? Hybrid? Other?

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How do people here reduce their tax bills? Me and my SO earn about 400k gross and take standard deduction. We don’t own real estate, only S&P500.

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McKinsey & Company Hey folks!
Was wondering what sort of life sciences projects does usually the Boston Consulting Group and McKinsey & Company take on?
Commercial, access and pricing, M&A, transformation, implementation? (all of them perhaps?)
Basically, what would someone with an LS background be mainly working on in these firms on a day-to-day basis?
Thanks!

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Larsen & Toubro Infotech Larsen & Toubro Infotech

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Anyone made a switch to health tech companies? Do you like it?

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Ideas/ apps to meet people outside work while at client site? Tired of eating alone Mon-Wed.

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Need help , i have 12+ yoe and had interview with Wipro run by program manager for a possible role . What hierarchy is a Program manager in Wipro and what role or level will i fit in as during interview i did not got a clarity on designation even though they mentioned it's for project manager level .

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Which would you rather have on your resume: 4 years in the Trump administration, or a 4 year gap?

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Where are the good point promotions? Spg (soon), Hyatt recently just ended and those were lame. Anyone know good ones going on or starting relatively soon? Interested in rental and air promotions, too.

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Devops openings please. 1.5 yrs of experience

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Business Transformation consulting project with a consumer products leader recently ended in NYC and looking for my next role

Got a case where client got in a car accident and called the police the other driver gave completely fake information and the police didn't check it. What's our recourse to track them down?

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Hi all! I need some advice. I came in at a lower level than I wanted and turns out, I did a shitty deal at negotiating. I’m up for a promotion (title but not salary bc of COVID) - when salary increases are a thing, how much should I negotiate for? Like percentage wise, with the fact that I’m about 7-10K underpaid compared to other people with the current title?

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Hi All,
I had left Capgemini sometime in late 2018. In order to retrieve my ESOP investment, I am facing some issues hence trying to connect Capgemini ESOP team but not able to find their contact number and over email, they are sharing standard replies. Is it possible for any current CG employee to share concerned department contact number ?

Any company (consulting or others) still sponsoring h1b visa or green card for new hires?

Women in PA - talk to me about times you’ve felt marginalized in the workplace

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Fidelity Investments I got a job offer from Fidelity. I wanted to discuss it with HR but he is ghosting me since then. Not replying to calls and emails. It has been more than 2 weeks now.Fidelity Investments

Anyone on solidly in the Fantom ecosystem? Such a confusing protocol lol. I’m LPing tomb in solidex if anyone is doing the same

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Need 11 likes to unlock DM

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“We know times are really tough and stressful right now. Here’s an extra 4 points.” Wow thanks bar examiners, very cool! 🙄

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𝐂𝐨𝐧𝐜𝐚𝐭𝐞𝐧𝐚𝐭𝐞()

Rule functions in SAP SuccessFactors

#SAP #SuccessFactors #Concatenate #Functions

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Additional Posts in Option Traders & Investing

Anyone else think big end of day drop? Scary weekend to hold long through

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SQ, PLTR, and PYPL - should I keep avg down?

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2/4 Thread (General):

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10/22 Thread (BC):

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JMIA is insane. Why is it only popping in the last couple weeks?

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I’m seeing lots of posts about really bad losses. If you trade you’re going to lose money - hopefully not all the time, but many positions will be mistakes. But you need a process to find ideas and manage positions. Two books you should read are “The New Trading for a Livinng” and “The Laws of Trading.” Both look at psychology, process, and risk in different ways that can help you work out your own process. The next 18 months will be much harder than the last 18 - time to start learning.

likehelpful

Any good options?

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10/06 Thread (BC):

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Cons of moving 75% of my savings to an Intermediate US Treasury ETF (SCHR)? I wouldn’t mind losing 4-5% if the market rallies, but would rather put cash to work if the market keeps tanking

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Anyone going in on VNET?

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Does Amc and gme close after today ?
What to expect next week ?

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What are some of your favorite strategies to use in VIX since it constantly decays? Bear call spread? Or is there something more profitable?

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Anyone know good penny stock to invest in? I have some "play" money that I would like to invest in some good penny stocks.

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Thoughts on Spotify after the dip?

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Experts - I understand tha LEAPS help with liquidity amd magnify the returns but I am unclear what are the tax implications (Fed LTCG and state tax) when you are ITM and exercise LEAPS. Can someone shed some light on tax implications of the LEAPS? Thanks.

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For Materials exposure, been eyeing XLB and PICK. Any thoughts on which would be better longer term? Worth adding now?

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So my spouse and I invest separately via different trading accounts. Individual accounts, not joint. Can I work around the wash sale rule with 2 accounts? Sell stock A from one account @ $20 and buy stock A from@second account @ $15? Planning to dump stocks in December last week to get some tax gains and buying on the second account in first week of January.

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Can’t see us going much higher .. thoughts on spy puts?

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BTCs dipping a bit through the weekend. Could that be an indicator to predict red futures tomorrow?

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WPF merging with Alight Solutions!

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