Might be Earnie wrote:
Might be Portia wrote:
Might be Detector wrote:
Trews wrote:
You choose your names. I'll choose mine.
Down goes the Dow
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Might be mellon wrote:
Might be Earnie wrote:
Might be Portia wrote:
Might be Detector wrote:
Trews wrote:
You choose your names. I'll choose mine. -
Might be Try to Keep Up wrote:
Might be mellon wrote:
Might be Earnie wrote:
Might be Portia wrote:
Might be Detector wrote:
Trews wrote:
You choose your names. I'll choose mine. -
Might be Used T wrote:
Might be Try to Keep Up wrote:
Might be mellon wrote:
Might be Earnie wrote:
Might be Portia wrote:
Might be Detector wrote:
Trews wrote:
You choose your names. I'll choose mine. -
^ Somebody is insane alright, but it's not Detector Dude.
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If you prefer a fake narrative about an improving economy and stock market don't read this fact based, reality check article:
http://www.zerohedge.com/news/2017-04-05/stupid-stupid-does -
So it looks like the Fed will start reducing its balance sheet this year...it will be interesting to see how that affects the bond and stock markets.
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agip,
Gundlach's view is for the 10-Year to approach 2%, possibly break below that level, rising into year-end, but not breaking above 3%.
Igy -
Ghost of Igloi wrote:
If you prefer a fake narrative about an improving economy and stock market don't read this fact based, reality check article:
http://www.zerohedge.com/news/2017-04-05/stupid-stupid-does
That is a good fact-based reality check. The author is correct that we just recently celebrated the 8 year anniversary of the bull market. The S&P was up 12% last year while small- and mid-caps saw nearly double that. It's been a good time to be invested.
But leveraging oneself to get in the market now is certainly stupid, as the author points out. Valuations are high and we are overdue for a negative event. Much of the recent gains were built upon optimism about what a Republican president could do with control of Congress, but the shine is off that pig as the Repiblicans continue to be dysfunctional.
I've been gradually culling profits in recent weeks in anticipation of the inevitable. -
interesting chart on interest rates over time. My takeaway is that our low rates are pretty typical of history. The higher rates of the 1964-2000 period were the abberation.
Which suggests that the low rates of today are not a problem or a bubble.
https://twitter.com/jsblokland/status/850080697150779395 -
agip,
Interestingly the Fed Model uses the same distortion to justify a relationship between the Ten Year Treasury Yield and equity valuation. Greenspan drew this comparison using data starting in 1985.
Igy -
Ghost of Igloi wrote:
agip,
Interestingly the Fed Model uses the same distortion to justify a relationship between the Ten Year Treasury Yield and equity valuation. Greenspan drew this comparison using data starting in 1985.
Igy
Link please. -
I have $10,000 to "fool" around with. Can one of you smart guys (Ghost/Agip etc) help me turn a nice profit over 2017.
Thanks -
Interest Ted wrote:
Ghost of Igloi wrote:
agip,
Interestingly the Fed Model uses the same distortion to justify a relationship between the Ten Year Treasury Yield and equity valuation. Greenspan drew this comparison using data starting in 1985.
Igy
Link please.
http://www.economist.com/news/finance-and-economics/21582513-low-bond-yields-have-past-been-bad-not-good-equity-returns -
VPCO wrote:
I have $10,000 to "fool" around with. Can one of you smart guys (Ghost/Agip etc) help me turn a nice profit over 2017.
Thanks
I'm nowhere near smart enough to tell you how to make a nice profit over the next 8 months. -
VPCO wrote:
I have $10,000 to "fool" around with. Can one of you smart guys (Ghost/Agip etc) help me turn a nice profit over 2017.
Thanks
Sorry I am in agip's camp.
Igy -
VPCO wrote:
I have $10,000 to "fool" around with. Can one of you smart guys (Ghost/Agip etc) help me turn a nice profit over 2017.
Thanks
I remember Buffet saying to paraphrase: "don't buy a stock thinking you can hold it for one month or one year, and maybe buy if you are planning to hold for ten years."
Igy -
Well alright then, i'm going to throw it at a low priced semi-conductor stock and hope for the best.
Thanks anyhow -
VPCO wrote:
Well alright then, i'm going to throw it at a low priced semi-conductor stock and hope for the best.
Thanks anyhow
Better yet, get the WSJ or Barrons, take out the pages with stock listings and tape them to the wall. Throw 4 darts at pages; buy $2500 of the stock where each dart lands. Also, drink some of this first. http://images.media-allrecipes.com/userphotos/250x250/941406.jpg -
Ghost of Igloi wrote:
Interest Ted wrote:
Ghost of Igloi wrote:
agip,
Interestingly the Fed Model uses the same distortion to justify a relationship between the Ten Year Treasury Yield and equity valuation. Greenspan drew this comparison using data starting in 1985.
Igy
Link please.
http://www.economist.com/news/finance-and-economics/21582513-low-bond-yields-have-past-been-bad-not-good-equity-returns
Thanks, but earnings yield is not the same as valuations. One is a function of the other, but that doesn't make them equivalent.
