Current Affairs Stocks and shares and stuff

[orchard]

It's like the 70's all over again really mate.

They say the FED generally tends to fixate on fixing todays problems with yesterdays dilemmas. They got caught out in a major credit squeeze/liquidity crisis in 2008 so have ensured that won't happen again. Probably overbaked the pie a bit in the process.

We have had a prolonged period of low inflation, so in terms of mean reversion, some inflation higher than say 3-4% which is pretty standard is now being seen.

I get the energy aspect and the lack of consumer driven demand in the analogy, but there are a lot of other factors that aren't parallel - the very structures of companies/corporations that have off-shored, availability of raw materials, availability of processed materials, ongoing climate disasters and reduced food production on all continents, as examples.

 

[evilwebby]

I subscribe to the view that we will know this bear market is coming to an end, when investors finally give up on Apple. That's just a personal marker.

On a side note, I think FB is a fantastic business, and took up a position around 190. Will DCA down.

I spoke to someone recently re Netflix, and got asked about investing, and I said I'd wait until it was 60/70 range. I was laughed at. We will see. I think it gets to that point. Can see companies like Peleton/Palantir going below 1.

Nowhere left to hide now. The market's two most important and resilient stocks are now following everything else down.
MSFT now technically in an established downtrend, and AAPL is breaking down quickly

 

[catcherintherye]

Nowhere left to hide now. The market's two most important and resilient stocks are now following everything else down.
MSFT now technically in an established downtrend, and AAPL is breaking down quickly

Burry taking a short position in AAPL is very demonstrative.

I'll sound like a very cautious deep value guy, but I'm happy with cash currently.

I have HPQ. At the moment that's probably my best rounded company that shows modest longer term increases, but also shows signs of increasing over the medium term.

It's a good opportunity though, lots of companies that will be down over 6-12 months but up a lot over 5-10 years.

 

[evilwebby]

So obvious we were in a bubble when look at all the idiotic behaviour that was going on last year. #Fintok

 

[catcherintherye]

So obvious we were in a bubble when look at all the idiotic behaviour that was going on last year. #Fintok

It's a good video, and you are absolutely correct. It shows that we were in a ludicrous bull market. I've recently read Benjmain Graham's intelligent investor, and these people have the same traits as those money managers around the dotcom era had but on steroids. Elon Musk, Cathie Wood etc, they are all products of a bull market. I expect they will disappear soon, but others like them will re-emerge. It's the same story, on repeat.

What's also interesting, a bit like the Wall Street films that were meant as a critique of greed, Wolf of Wall Street has become a totemic film for all the wrong reasons.

 

[LinekersLegs]

 

[nsno-chris]

When in debt, what you need is more debt

 

[LinekersLegs]

When in debt, what you need is more debt

At higher interest rates - always fixes things so I hear

 

[Goat]

What even is this?

 

[LinekersLegs]

What even is this?

An accident waiting to happen!

 

[Huyton Layne]

An accident waiting to happen!

Yup, you get yourself heavily leveraged on several properties, arse falls out of the market and you're left with things you either make a loss on or let them slowly bleed you to death.

 

[catcherintherye]

Yup, you get yourself heavily leveraged on several properties, arse falls out of the market and you're left with things you either make a loss on or let them slowly bleed you to death.

Yes.

Like lots of ideas in a long bull market, they make sense, but don't cater for the question of "what happens if it doesn't go to plan". I mean it makes sense, all the time things go well, the obvious plan is to leverage as much as you can. However they won't always go well.

 

[degsy]

When in debt, what you need is more debt

I am Farhad Moshiri and I approve this message

 

[Rook]

from someone named Matt Levine from I think the WSJ

 

[LinekersLegs]

from someone named Matt Levine from I think the WSJ

Levine has done some excellent stuff about Musk