01-11-2022, 05:40 PM | #6865 |
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I don’t understand the market…
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01-12-2022, 07:05 PM | #6868 |
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01-13-2022, 02:31 AM | #6869 |
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01-13-2022, 06:32 PM | #6871 | |
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01-13-2022, 10:38 PM | #6872 |
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The economy is strong. The market volatility is taper and rate tantrum. It must be that way because interest rates and liquidity are used to price assets and value cash flows. It doesn’t structurally change the prospects for most businesses. I expect good Q4 and Q1 earnings. Q2 also for that matter.
One Fed governor today said inflation at 2.5% by year end. I believe it, on a monthly basis. Full year 2022 inflation will be higher but we should enter 2023 much closer to long range average. Last edited by chassis; 01-18-2022 at 06:34 PM.. |
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01-16-2022, 06:24 AM | #6874 |
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I do a weekly check on Puru's twitter ...he loves high CAGR tech.
Anyone have some source of info ( blog, twitter, podcast... ) that they follow and seems to work with for them ? Puru Saxena @saxena_puru · Jan 13 Very difficult to forecast when the final selling climax might come but my best guess is during Q1... When indices crack, economy wobbles and inflation rolls over, Fed will probably fold like a lawn chair - that'll trigger a massive rally and growth stocks will do a moonshot. |
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01-18-2022, 01:26 PM | #6875 |
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I might end up making out like a bandit. I bought 500 share of Activision Blizzard for $35/share a few years back. Today Microsoft announced a cash buy out of AB today. Share prices took off and now in the $80s, though still not near their top price of $103 a few months back.
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01-18-2022, 09:15 PM | #6876 | |
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01-26-2022, 12:44 AM | #6878 |
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i hope so. microsoft earnings report didn't help. its gonna come down to what the Fed decides on wednesday
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01-26-2022, 05:03 PM | #6881 | |
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The fed is a figment at this point.
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01-26-2022, 05:04 PM | #6882 |
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01-26-2022, 05:23 PM | #6883 |
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Good article on CNBC today about how AMC played its meme rally.
https://www.cnbc.com/2022/01/26/how-...-business.html $1.91 to $70 to $16 is quite a ride. |
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01-26-2022, 06:56 PM | #6884 |
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I'm not sure we have seen the worse of the declines. Its not a sell all stocks moment, but reduce exposure to high risk stocks, increase exposure to better alternatives moment.
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01-27-2022, 05:04 AM | #6885 |
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01-27-2022, 05:20 AM | #6886 | |
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Speaking of streaming and value, Bill "hell is coming" Ackman bought 3.1m shares NFLX. |
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