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OT: Stock and Investment Talk

Leon Cooperman: "There's nothing overvalued in today's interest rate environment except the bonds".
That can also be interpreted as everything is in a bubble because of today’s interest rate environment.
 
I think the mega techs will go to new highs after their earnings In a week.
Their performance and earnings justify nice new highs. Hope they keep rolling. I'm heavy into the big 5 (which includes MSFT, not NFLX).
 
I think the mega techs will go to new highs after their earnings In a week. Even NFLX earnings came out and was bad and started to fall down 5% but came right back after a few minutes.
Yup, good timing on the posts. Just saw NFLX:


The # of subscribers can't keep going up at the same rate. They need to start maximizing the value of each customer.
 
Their performance and earnings justify nice new highs. Hope they keep rolling. I'm heavy into the big 5 (which includes MSFT, not NFLX).
I got rid of NFLX but huge into AMZN and MSFT and Apple.

The reason for AMZN and MSFT is because both beat the earning estimate big last quarter but didn’t go to new highs until months later. Apple has the smallest % increase in the first half and will catch up the second half. Just my opinion. Also GOOG ran up so much in the first half already.
 
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I got rid of NFLX but huge into AMZN and MSFT and Apple.
My biggest account (which makes up about 50% of our retirement assets) includes 7 T Rowe Price funds. I have this inputted into Morningstar's portfolio manager. As per the X-Ray Stock Intersection feature, the top 5 stocks are in this account are:

AMZN
GOOG/GOOGL
MSFT
FB
AAPL

😁
 
Sofi finally popping. That one has been painful.

Top of my board is a good mix of tech and cyclicals.
 
How exactly did market analysts arrive at the conclusion that Monday's selloff was due to COVID fears? So everyone was scared for exactly one day and then got over it? That doesn't even make sense.
 
You got bubbles on your brain.
Just trying to motivate you to do some critical thinking instead of click bait headlines. I agree with Cooperman but what he doesn’t say is which way the rate will go.
 
Sad that so many people think this. I just don't see it:

absolutely true. to think otherwise is crazy given the growth in other mkts we allowed and supported while having the resources and pop we do have. All those feelz good people shouldn't give a dam if someone in some commy $hithole has a better living standard over their own kids
 
I got rid of NFLX but huge into AMZN and MSFT and Apple.

The reason for AMZN and MSFT is because both beat the earning estimate big last quarter but didn’t go to new highs until months later. Apple has the smallest % increase in the first half and will catch up the second half. Just my opinion. Also GOOG ran up so much in the first half already.

I agree with pretty much all of this. I still like GOOGL/GOOG, though. They didn't have huge run-ups in the past few years but the company is a money printing machine.
 
Just Boomers finally realizing how easy they had it.

Yeah, we graduated from college and all got (inflation adjusted) multiple 100k a year entry level job offers in exactly the field we wanted. At least that's what how the popular myth goes that I've been hearing for over 20 years. There were good time and bad times just like any other generation. I loved hearing during the Great Recession that the Boomers never had a bad job market. I said you don't know many graduates from the classes of '74-'75 and '79-'82. And the single BEST time people had it was for the classes of '96-'99. Boomers never had it so good, but it didn't cover a generation, just part of it.
 
My siblings are a saving machine like you T2K and their grandkids with start off with at least $2-5million each present value but I assume they will live at least 20 more years till 80’s so it can double at least. I don’t mention their kids because they will inherit the money when are in their 60’s ready to retire and have their own retirement funds. Our parent did it and passed along this value.

There are people that save and people that don’t. You do have adequate income to save.

But adequate income to save is partially, and I repeat partially, how responsible you are with respect to spending.
 
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Just trying to motivate you to do some critical thinking instead of click bait headlines. I agree with Cooperman but what he doesn’t say is which way the rate will go.
What click bait headline? I listened to his interview and thought that was an interesting quote.
 
How exactly did market analysts arrive at the conclusion that Monday's selloff was due to COVID fears? So everyone was scared for exactly one day and then got over it? That doesn't even make sense.
Well wouldn't that question apply to whatever the reason was?

I doubt there was one single reason as to why the market dipped, but why it rebounded is probably not because those that were selling had a change of mindset. More likely there was money on the sidelines waiting to pounce.
 
Cramer and Carolyn Borodin Fibonacci confirms my feeling S&P will be up and Amazon one of best stocks currently forecasting 3,800 , pretty much my FC.

 
Revealed too much
It will be interesting to see how much we leave our daughter. She will at least inherit one hell of a shore house! We will allocate some to our nephew as well. My sister and her husband do okay, but are not world class savers (however, definitely not in the irresponsible camp).

I'm close to a big promotion, so the savings party will only increase.
 
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It will be interesting to see how much we leave our daughter. She will at least inherit one hell of a shore house! We will allocate some to our nephew as well. My sister and her husband do okay, but are not world class savers (however, definitely not in the irresponsible camp).

I'm close to a big promotion, so the savings party will only increase.
That’s great, you always had the right formula in saving for the long run. I also account which of my relatives have been really successful in my inheritance. It really should be only a safety net and hope they pass it to the next generation.
 
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10 yr back to 1.3%.

Guy Adami has talked about the big swings in the yield rate and how abnormal it is. I don't know how true that is, or what it means if it is true.
 
10 yr back to 1.3%.

Guy Adami has talked about the big swings in the yield rate and how abnormal it is. I don't know how true that is, or what it means if it is true.
Sounds like there are still a bunch of chicken littles that still don't believe in this economy and market. Can you short the 10-yr? LOL.
 
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