Down goes the Dow

- Might be mellon
- - RE: Down goes the Dow 4/4/2017 8:12PM - in reply to Might be Earnie
  - Might be mellon
  - 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
- - RE: Down goes the Dow 4/4/2017 8:15PM - in reply to Might be mellon
  - Might be Try to Keep Up
  - 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
- - RE: Down goes the Dow 4/4/2017 8:16PM - in reply to Might be Try to Keep Up
  - Might be Used T
  - 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.

- SUMMARY: Might be Insane
- - RE: Down goes the Dow 4/4/2017 8:18PM - in reply to Might be Used T
  - SUMMARY: Might be Insane
  - 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.

- Observer of the obvious
- - RE: Down goes the Dow 4/5/2017 6:59AM - in reply to SUMMARY: Might be Insane
  - Observer of the obvious
  - ^ Somebody is insane alright, but it's not Detector Dude.

- Ghost of Igloi
  registered
- - RE: Down goes the Dow 4/5/2017 3:06PM - in reply to Observer of the obvious
  - Ghost of Igloi
    registered
  - 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/...tupid-does

- agip
  registered
- - RE: Down goes the Dow 4/5/2017 3:20PM - in reply to Ghost of Igloi
  - agip
    registered
  - 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.

- Ghost of Igloi
  registered
- - RE: Down goes the Dow 4/5/2017 3:29PM - in reply to agip
  - Ghost of Igloi
    registered
  - 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

- Portia
  registered
- - RE: Down goes the Dow 4/5/2017 4:12PM - in reply to Ghost of Igloi
  - Portia
    registered
  - 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/...tupid-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.

- agip
  registered
- - RE: Down goes the Dow 4/6/2017 3:28PM - in reply to Portia
  - agip
    registered
  - 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

- Ghost of Igloi
  registered
- - RE: Down goes the Dow 4/6/2017 5:34PM - in reply to agip
  - Ghost of Igloi
    registered
  - 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

- Interest Ted
- - RE: Down goes the Dow 4/6/2017 7:19PM - in reply to Ghost of Igloi
  - Interest Ted
  - 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.

- VPCO
- - RE: Down goes the Dow 4/6/2017 7:26PM - in reply to Ghost of Igloi
  - VPCO
  - 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

- Ghost of Igloi
  registered
- - RE: Down goes the Dow 4/6/2017 7:45PM - in reply to Interest Ted
  - Ghost of Igloi
    registered
  - 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/...ty-returns

- agip
  registered
- - RE: Down goes the Dow 4/6/2017 7:49PM - in reply to VPCO
  - agip
    registered
  - 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.

- Ghost of Igloi
  registered
- - RE: Down goes the Dow 4/6/2017 7:52PM - in reply to VPCO
  - Ghost of Igloi
    registered
  - 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

- Ghost of Igloi
  registered
- - RE: Down goes the Dow 4/6/2017 7:56PM - in reply to VPCO
  - Ghost of Igloi
    registered
  - 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

- VPCO
- - RE: Down goes the Dow 4/6/2017 8:02PM - in reply to Ghost of Igloi
  - VPCO
  - Well alright then, i'm going to throw it at a low priced semi-conductor stock and hope for the best.
    
    Thanks anyhow

- la gente estÃ¡ muy loca
- - RE: Down goes the Dow 4/6/2017 8:12PM - in reply to VPCO
  - la gente estÃ¡ muy loca
  - 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...941406.jpg

- Interest Ted
- - RE: Down goes the Dow 4/6/2017 8:21PM - in reply to Ghost of Igloi
  - Interest Ted
  - 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/...ty-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.