as it will effect prospect of future rate hikes, i think this is about as good as we could hope for because this is good news, but guarded, and not so good to eliminate the uncertainty. I'm hoping it leaves the Fed in a wait-and-see mode.
as it will effect prospect of future rate hikes, i think this is about as good as we could hope for because this is good news, but guarded, and not so good to eliminate the uncertainty. I'm hoping it leaves the Fed in a wait-and-see mode.
Racket wrote:
seattle prattle wrote:
My take on FANG- Apple has significant exposure in China on several fronts and this news will help them, not to mention how they will benefit from tightening up intellectual property theft and forced leveraging thereof.
Amazon is already showing a strong rebound that i expect will continue. Netflix as well. Google not quite as sure about, but I wrote off Facebook a while back.
I'm writing off Netflix. More and more content streamers are popping up and Disney is doing their whole Disney+ thing starting next year. Netflix had a good run while it lasted.
I don't think we're hitting ATH on this so I'm def still bearish long term. And like I said, a huge market bump might mean more rate increases. The tariff news should hopefully mean cheaper building material so possibly a better short term outlook on housing??? But I doubt it because the numbers for last month were pretty bad, I think new home sales dropped like 9%
I bought a 32 gb iPad today as a Christmas present for $279 about $80 less than last year. Not sure what that means other than demand appears to be slowing.
seattle prattle wrote:
as it will effect prospect of future rate hikes, i think this is about as good as we could hope for because this is good news, but guarded, and not so good to eliminate the uncertainty. I'm hoping it leaves the Fed in a wait-and-see mode.
Great, reactive on inflation rather than proactive.
Like I said a few pages ago, I've always wanted to be a millionaire! Would also prefer bread to not cost $10,000 but I'll take it.
I was an avid stamp collector when I was younger have some 1930s German Deutsche Mark at 10,000,000 units. Weimer Republic pre-Hitler.
Racket wrote:
seattle prattle wrote:
as it will effect prospect of future rate hikes, i think this is about as good as we could hope for because this is good news, but guarded, and not so good to eliminate the uncertainty. I'm hoping it leaves the Fed in a wait-and-see mode.
Great, reactive on inflation rather than proactive.
Like I said a few pages ago, I've always wanted to be a millionaire! Would also prefer bread to not cost $10,000 but I'll take it.
if you know what will keep main street on track on track long term, well, let's hear it. I don't have any idea.
My sense is that these things work themselves out. Honestly, i could live with this going forward if it's as far as it got. There is no way in hell that a total deal was going to get cut now. What we deal with is likelihoods, and in such terms, we are talking about less than 5% chance of that now.
The big changes we are asking of China are systemic changes reaching to the very heart of how they operate. The likelihod these will be met to our expectations are a real stretch (understatement).
This is a work in progress with a tacit acknowledgement that compromise will be the in both of our best interests, which is more than most want to recognize now but far short of a lack of a willingness to talk about it.
Ghost of Igloi wrote:
Conundrummy wrote:
Yes, that is what was said and what I was referring to. So why did you use such a phrase to try to discredit the poster?
I didn’t discredit anyone. If the poster is receiving a government pension I would not classify that
as “solid financial planning.” That is all.
A pension is a huge part of any financial plan.
I have a pension too, so good financial planning!
Ghost of Igloi wrote:
I have a pension too, so good financial planning!
Even a blind squirrel occasionally finds an acorn.
You’ll pick up your’s in front of the market’s SUV wheel....
https://danielsolin.com/nobody-wants-to-hear-an-advisors-story/Unbutu wrote:
Ghost of Igloi wrote:
This guy is nuts. Criticizes me and my family but knows everything about me. Strnge huh?
You do talk about yourself a lot.
Words to live by wrote:
https://danielsolin.com/nobody-wants-to-hear-an-advisors-story/Unbutu wrote:
You do talk about yourself a lot.
Obviously the guy with the Igy complex.
seattle prattle wrote:
Racket wrote:
Great, reactive on inflation rather than proactive.
Like I said a few pages ago, I've always wanted to be a millionaire! Would also prefer bread to not cost $10,000 but I'll take it.
if you know what will keep main street on track on track long term, well, let's hear it. I don't have any idea.
My sense is that these things work themselves out. Honestly, i could live with this going forward if it's as far as it got.
More regulation maybe? I don't really know to be honest but right now the sentiment seems to be "Please don't raise the interest rate on us because we were stupid and loaned out a sh!tload of money and are leveraged to the moon and we'll get crushed if the rate goes up." The Fed is, once again, in a lose-lose situation.
I see your point.
Futures on a tear now. Might have to get up a little early to place a trade tomorrow.
Your the Igy stalker wrote:
Words to live by wrote:
https://danielsolin.com/nobody-wants-to-hear-an-advisors-story/Obviously the guy with the Igy complex.
Oh, the irony!
seattle prattle wrote:
I see your point.
Futures on a tear now. Might have to get up a little early to place a trade tomorrow.
Note to self : look into trading futures.
I'm not making any trades till Tuesday at the earliest. Market is gonna be way too hot tomorrow.
Regarding Igy:
" If M@gas were normal, rational people, that alone would mean they would stop supporting this president. Imagine if Obama had hid a large investment in Iran when he was trying to get the iran nuclear deal done. Repubs would be apoplectic. But m@gas don't care Trump does it, because they are amoral dolts. "
- agip
agip on Igy wrote:
Regarding Igy:
" If M@gas were normal, rational people, that alone would mean they would stop supporting this president. Imagine if Obama had hid a large investment in Iran when he was trying to get the iran nuclear deal done. Repubs would be apoplectic. But m@gas don't care Trump does it, because they are amoral dolts. "
- agip
Obama did what J Street and JVP think is the best for Israel.
Trump is doing what Likud and AIPAC want.
agip on Igy wrote:
Regarding Igy:
" If M@gas were normal, rational people, that alone would mean they would stop supporting this president. Imagine if Obama had hid a large investment in Iran when he was trying to get the iran nuclear deal done. Repubs would be apoplectic. But m@gas don't care Trump does it, because they are amoral dolts. "
- agip
I have never posted on this topic and avoid politics, especially here. Take your agenda and psychosis to the Trump political thread. Plenty of people there that want to drone on about the topic.
Ghost of Igloi wrote:
agip on Igy wrote:
Regarding Igy:
" If M@gas were normal, rational people, that alone would mean they would stop supporting this president. Imagine if Obama had hid a large investment in Iran when he was trying to get the iran nuclear deal done. Repubs would be apoplectic. But m@gas don't care Trump does it, because they are amoral dolts. "
- agip
I have never posted on this topic and avoid politics, especially here. Take your agenda and psychosis to the Trump political thread. Plenty of people there that want to drone on about the topic.
You’ve never before been shy about your admiration for everything Trump.