You and 99% of the similarly minded, yet you are in the 1% of most annoying.
You say I am annoying but for 15 years you have been saying the markets will collapse and I have said they always go up. I have been proven to be right while you and Hussman have been wrong for 15 years. Take your lumps and go home. You lost.
You say I am annoying but for 15 years you have been saying the markets will collapse and I have said they always go up. I have been proven to be right while you and Hussman have been wrong for 15 years. Take your lumps and go home. You lost.
Rare Sally Vix win
The very first post on this thread was August 2013.
Anyone thinking that we can just use tariffs or other tax hikes to get federal tax receipts up to equal current spending is ignorant of the problems this would create. Since the 1930s, when Social Security taxes were implemented, taking tax receipts up above 18% of GDP has… pic.twitter.com/1uXKpeA3RT
interesting summary of where we are in terms of inflation caused by tariffs.
tl/dr: Only a little inflation has showed up in the data. why? too soon, we always knew it would be a mix of many people paying the tariffs, companies stockpiled before the tariffs.
Hard for me to believe that these huge tariffs will not cause a material inflation boost.
Individual investors bought $155.3 BILLION of single stocks and ETFs in the first half of 2025, the largest semi-annual net inflows on record, according to Vanda Research.
good call from perma bear fred hickey, that apple is a very troubled stock. It's priced as a fast growing company but it ain't that. Particularly problematic because it is owned by so many people/funds.
Interesting that apple and tesla have been such dead money...two consumer oriented tech companies that can't seem to come up with new products anymore.
Apple down 7% over the past year, tesla dead money for four years.
fred hickey @htsfhickey WSJ story on smartphone market share leader Samsung's experience with AI features and AI phone sales since January. "The initial takeaway: The new AI services have won greater adoption than expected, but the features alone aren’t swaying people to upgrade their years-old devices. At least not yet." Apple's rolling out copycat features later this yr. & next, yet Wall St. expects a different result - a smartphone "supercycle" that can justify AAPL's (ridiculous) $3.55T mkt. cap & 36 P/E. AAPL's stock used to trade at one-third that level (low teens P/E) when it was still a growth stock (not now). What could go wrong? https://wsj.com/tech/ai/to-see-the-future-of-ai-on-iphones-check-out-samsung-4ef25af9?mod=hp_lead_pos11 12:08 PM · Jul 10, 2024 · 32.2K Views
good call from perma bear fred hickey, that apple is a very troubled stock. It's priced as a fast growing company but it ain't that. Particularly problematic because it is owned by so many people/funds.
Interesting that apple and tesla have been such dead money...two consumer oriented tech companies that can't seem to come up with new products anymore.
Apple down 7% over the past year, tesla dead money for four years.
fred hickey @htsfhickey WSJ story on smartphone market share leader Samsung's experience with AI features and AI phone sales since January. "The initial takeaway: The new AI services have won greater adoption than expected, but the features alone aren’t swaying people to upgrade their years-old devices. At least not yet." Apple's rolling out copycat features later this yr. & next, yet Wall St. expects a different result - a smartphone "supercycle" that can justify AAPL's (ridiculous) $3.55T mkt. cap & 36 P/E. AAPL's stock used to trade at one-third that level (low teens P/E) when it was still a growth stock (not now). What could go wrong?
Did I tell you all that inflation was building? I did. Is it? Yes, it is. Can't see more than one rate cut this year, esp as tariff inflation really starts appearing in the fall. That's probably bad for stocks. It sure was today.
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