Is the stock market going to tank?

**Benny Profane** · 07-31-2020, 03:24 PM

Small, niche market, short life of growth.

**4matic** · 07-31-2020, 03:27 PM

Originally Posted by puregravity

How do I invest in the back-country ski industry?

A small industry investment wise. Polaris maybe? They crushed last quarter

https://snowmobiles.polaris.com/en-u...E&gclsrc=aw.ds

**ötzi** · 07-31-2020, 03:41 PM

https://en.wikipedia.org/wiki/List_o...rent_companies

Black Diamond is owned by Clarus I know. Beyond that I guess you'd have to sort through them.

**babybear** · 07-31-2020, 04:04 PM

polaris
columbia
Clarus
Vista Outdoor
BRP
VF Corp

I was thinking about the next big thing and thinking it needs to be down suits or something where people can be outside more comfortably this winter. bc it’s gonna be a looong winter if this is still going on. and I think it probably will be

**Benny Profane** · 07-31-2020, 05:20 PM

Yeah, cold weather garments and boots for the masses and simple, everyday snow toys, like sleds and discs and tubes. Snowmobiles, too. Anybody can snowmobile. It's the same massive market that's buying up low to middle range bicycles right now. Not backcountry gear.

**ncskier** · 07-31-2020, 07:41 PM

Originally Posted by babybear

polaris
columbia
Clarus
Vista Outdoor
BRP
VF Corp

I was thinking about the next big thing and thinking it needs to be down suits or something where people can be outside more comfortably this winter. bc it’s gonna be a looong winter if this is still going on. and I think it probably will be

Maybe the maker of snuggy? It’s what people will wear to dine outside after October.

Sent from my iPhone using Tapatalk

**Ted Striker** · 07-31-2020, 09:11 PM

Originally Posted by ncskier

Maybe the maker of snuggy? It’s what people will wear to dine outside after October.

You mean the WTF Blanket?

**Name Redacted** · 07-31-2020, 09:13 PM

Originally Posted by Benny Profane

Anybody can snowmobile.

Bunny, you would die in less than 10 mins on a snowmobile.

**Ted Striker** · 07-31-2020, 09:21 PM

Yeah, there's midwest ice fishing and general drunken fun sledding, then there's big mountain sledding which is considerably more physically demanding.

**m2711c** · 07-31-2020, 09:32 PM

**Benny Profane** · 08-01-2020, 04:21 AM

Originally Posted by Name Redacted

Bunny, you would die in less than 10 mins on a snowmobile.

Guess I'm in my afterlife then.

**Cono Este** · 08-01-2020, 07:12 AM

So, this may be relevant.

On June 17th, I ordered about 5 k in new appliances from HD. Expected delivery was July 9th.

Then a three week delay, and today, another three week delay.

Same for bikes. Went out this week to buy a new Mb, 3-6 months for a lower end specialized or a trek.

When the fuck does this show up in the numbers.

Are we blockading China?

Sent from my iPhone using TGR Forums

**Name Redacted** · 08-01-2020, 07:15 AM

Originally Posted by Cono Este

So, this may be relevant.

On June 17th, I ordered about 5 k in new appliances from HD. Expected delivery was July 9th.

Then a three week delay, and today, another three week delay.

Same for bikes. Went out this week to buy a new Mb, 3-6 months for a lower end specialized or a trek.

When the fuck does this show up in the numbers.

Are we blockading China?

Sent from my iPhone using TGR Forums

Same with hot tubs, campers, motorcycles, and pretty much anything recreation related. Not sure if it is just China, many US factories are on reduced labor as well, or can't get parts from China. But from the other end there's a lot of people out blowing their unemployment money on toys too. Lots of new bikes on the trail.

**Benny Profane** · 08-01-2020, 07:57 AM

Originally Posted by Cono Este

So, this may be relevant.

On June 17th, I ordered about 5 k in new appliances from HD. Expected delivery was July 9th.

Then a three week delay, and today, another three week delay.

Same for bikes. Went out this week to buy a new Mb, 3-6 months for a lower end specialized or a trek.

When the fuck does this show up in the numbers.

Are we blockading China?

Sent from my iPhone using TGR Forums

Trump's trade war has been n in full swing for, what, 18 months? Bike parts have been hard to get for some time, now, entire bikes. Of course, the demand is off the charts. As far as appliances, well, what do you expect after allowing our elites to ship all of our manufacturing off shore to places that still have slave labor? Do you hear the best and brightest in Wall Street and Silicon Valley seriously whining about that, behind their piles of cash?

**glademaster** · 08-01-2020, 08:12 AM

Originally Posted by Cono Este

So, this may be relevant.

On June 17th, I ordered about 5 k in new appliances from HD. Expected delivery was July 9th.

Then a three week delay, and today, another three week delay.

Same for bikes. Went out this week to buy a new Mb, 3-6 months for a lower end specialized or a trek.

When the fuck does this show up in the numbers.

Are we blockading China?

Sent from my iPhone using TGR Forums

This is a direct result of Americans being petulant, impatient children who refuse to heed the advice of experts when it comes to mitigating a global pandemic. Many of our trading partners are reopening their economies in a slower, more measured way than the greedy assholes who call the shots here, and as a result, supply is not able to keep pace with demand.

We're seeing it with shortages of building materials, most of which are produced in Canada. People aren't going out and spending their $600/week on glu-lams and joist hangers, we were just too shortsighted to anticipate that we can't unilaterally restart our economy.

**Ottime** · 08-01-2020, 10:05 AM

Originally Posted by Cono Este

So, this may be relevant.

On June 17th, I ordered about 5 k in new appliances from HD. Expected delivery was July 9th.

Then a three week delay, and today, another three week delay.

Same for bikes. Went out this week to buy a new Mb, 3-6 months for a lower end specialized or a trek.

When the fuck does this show up in the numbers.

Are we blockading China?

Sent from my iPhone using TGR Forums

To be fair I ordered a dryer on January 7th. It was a two week delivery. It arrive in the first week of March after numerous delays. It is not just COVID with appliances. Outlets sell the. Even when they do not have them in stock.

And be careful with those lower end bikes. You may catch the ire of bunny.

**heckacali** · 08-01-2020, 10:56 AM

Originally Posted by puregravity

One big question I have is ...

How do I invest in the back-country ski industry?
It seems all private, no?
That is one industry that has grown, but is about to explode especially due to covid.
If anyone has some ideas on how to go about that, or has a list of stocks that represent this well without too much exposure to the retail clothing side,
I'd be ear.
Shops better be like 'buy a shit ton of back-country stuff' for the upcoming season.

Be smart. Invest your next Brrr check of $600 in Praxis GPO futures.

**Ted Striker** · 08-01-2020, 11:10 AM

GPO pays dividends.

**Ted Striker** · 08-01-2020, 11:17 AM

Originally Posted by glademaster

This is a direct result of Americans being petulant, impatient children who refuse to heed the advice of experts when it comes to mitigating a global pandemic. Many of our trading partners are reopening their economies in a slower, more measured way than the greedy assholes who call the shots here, and as a result, supply is not able to keep pace with demand.

This in spades.

Plus demand in the rest of the so-called western world was (correctly) forecast to be down due to anticipated belt-tightening. America's unlimited money and easy credit for everybody program has shown us to be dumber than the average squirrel.

**SkiCougar** · 08-01-2020, 11:25 AM

Originally Posted by Ted Striker

This in spades.

Plus demand in the rest of the so-called western world was (correctly) forecast to be down due to anticipated belt-tightening. America's unlimited money and easy credit for everybody program has shown us to be dumber than the average squirrel.

Ted,

you and I do not agree on much but we do on this. the financial nonsense started long before trump and Obama has sunk the usa and west's future.

I will give that bush jr had a chance to do things right following the 90's boom that I do give bill Clinton credit for but instead went all in with more credit and debt.

**Toadman** · 08-01-2020, 05:57 PM

Other factors with the supply chain are fewer ship sailings and lack of containers in Asia. Our company is getting hit with peak season surcharges. Couple that with senior mgmt, i.e., the CFO's and bean counters not wanting to order whatever it is that retailers and companies normally stock these days, because, you know, COVID is raging in America. No one wants to have cash tied up in excess inventory when the real shit hits the fan.

But once Moscow Mitch and the fascist senate dick around with UE benefits for another week or two or three, then we shall see if people will be motivated to go back to work. Because there are all those jobs out there.

**Benny Profane** · 08-02-2020, 08:08 AM

Originally Posted by Cono Este

So, this may be relevant.

On June 17th, I ordered about 5 k in new appliances from HD. Expected delivery was July 9th.

Then a three week delay, and today, another three week delay.

Same for bikes. Went out this week to buy a new Mb, 3-6 months for a lower end specialized or a trek.

When the fuck does this show up in the numbers.

Are we blockading China?

Sent from my iPhone using TGR Forums

This guy explains it well.

https://theprepared.com/blog/product...ing-explainer/

**wooley12** · 08-02-2020, 10:53 AM

It's a fair game?

Great guess, I guess.

Kodak CEO turns $1.75mil gift into $50 million in 48 hours.

https://www.whec.com/rochester-new-y...14217/?cat=565

**billyk** · 08-02-2020, 12:32 PM

Originally Posted by wooley12

It's a fair game?

Great guess, I guess.

Kodak CEO turns $1.75mil gift into $50 million in 48 hours.

https://www.whec.com/rochester-new-y...14217/?cat=565

Those options probably don’t vest for at least a year. Probably the vesting is split over several years. The stock price could be much different then.

But, no doubt he has vested options from prior years that he can cash in now, provided he is not in a “blackout period”.

One could argue that the company, and other stockholders, got a generous return on the stock options that were awarded to this ceo, if he had a hand in making that deal.

**SkiCougar** · 08-02-2020, 03:12 PM

Looking to short the market ?

"Why Are Stocks Rallying Despite the Economic Collapse? | Zero Hedge | Zero Hedge"

https://www.zerohedge.com/news/2020-...nomic-collapse

"On Wednesday, the Fed announced it will be providing at least $125 billion in liquidity to the markets every month from now until the end of 2021/ early 2022."

Do you feel lucky, well do ya; punk ? says Jerome powel