Double down- dems hate the working class and are pandering to the work from home, Covid never enders
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
Disagree. Foreign policy is absolutely impacting the markets. If we go to war, market will sell off by thousands of points.
Yes, move past the partisan part but do people think there is a chance we go to war?
I agree. No more politics in this thread. We can't control the actions of the administration, but we should prepare for any outcomes regardless of wether we agree with the actions.
I disagree. No censorship needed here. Politics go hand-in-hand with the market, especially now. And you can discuss objective politics, without muddying the waters with partisanship.
Frankly, a big reason why so many of your portfolios have tanked in the last 6 months, is because we were not discussing the political headwinds.
The mess we’re in now was predictable, especially from a market inference standpoint, but was commonly dismissed as politics here in this thread in an effort to keep pumping a fake bull market.
The catastrophically incompetent Afghanistan withdrawal set a lot of this in motion, and those who took the signs then, have fared well in the market.
Build Back Better was a pure inflation play to kick the can on a crisis.
Fed’s limply chatting about interest rates, because they’re terrified of the blowback in an election year.
Everything’s connected, and we’re at a disservice by not respectfully discussing political ramifications.
Frankly, a big reason why so many of your portfolios have tanked in the last 6 months, is because we were not discussing the political headwinds.
The mess we’re in now was predictable, especially from a market inference standpoint, but was commonly dismissed as politics here in this thread in an effort to keep pumping a fake bull market.
The catastrophically incompetent Afghanistan withdrawal set a lot of this in motion, and those who took the signs then, have fared well in the market.
Build Back Better was a pure inflation play to kick the can on a crisis.
Fed’s limply chatting about interest rates, because they’re terrified of the blowback in an election year.
Everything’s connected, and we’re at a disservice by not respectfully discussing political ramifications.
You're not wrong. Just the partisan posturing gets in the way. Everything's connected. Of course.
I agree with both of you, but Biden is in the White House and it will be up to him whether we go to war or not. Going to war with Russia over Ukraine, or with China over Taiwan would be the most significant market event of most of our lifetimes. Hard to avoid talking about it.
Maybe we can all agree to try to avoid partisan sniping and keep it to things like: WH says X, WH does Y. Any other ideas because I would like to be able to talk about it openly without all the BS.
PS I realize I threw in my opinion on Biden but I will try to avoid in the future. Speculating on what he is going to do or not do should be open for discussion.
Russian FM's comments alleviated the markets for a bit..said there's a way forward with talks. But then Bullard's comments coming up too. Some partially attributed the downturn last week to his comments. So anything can push pull still and the main thing is the market is still volatile for now imo.
Multiple other Fed members called out Bullard (who is the biggest hawk) and said the Fed majority doesn't agree with him. No surprises. Fed to continue with bond buying and tapering until 3/10. First hike the following week. All data driven decisions, no commitments. This is a month to month process.
Excellent message by the Fed. Only emotional CLs are still reacting to Bullard and the small hawk wing of the Fed.
As for Russia and UK - buy this dip, completely artificial for the market.
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"tampering"? Freudian slip. LOL.
I "think" the Fed is late to the party. Too little. Too late. In terms of tapering and rate increases.
HA! HA! Definitely a typo. The Fed is committed to going slow and steady, which is the right approach. The vast majority of inflation is due to COVID and supply chains. Raising rates isn't going to impact this much and Powell knows this. Looks to inflation to naturally start decreasing in a month or two.
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You keep saying this about inflation but its simply not true. Inflation didn't dip at the beginning of the pandemic. This is purely a monetary phenomenon and is NOT transitory.
Current US Inflation Rates: 2000-2024
The annual inflation rate for the United States was 2.4% for the 12 months ending September, compared to the previous rate increase of 2.5%, according to U.S. Labor Department data published on October 10, 2024. The next inflation update is scheduled for release on November 13 at 8:30 a.m. ET...
www.usinflationcalculator.com
Disagree. It's mostly COVID, supply chains, and the stupid US government dumping $6T into the economy. Thankfully, all that COVID money is finally burning off.You keep saying this about inflation but its simply not true. Inflation didn't dip at the beginning of the pandemic. This is purely a monetary phenomenon and is NOT transitory.
Current US Inflation Rates: 2000-2024
The annual inflation rate for the United States was 2.4% for the 12 months ending September, compared to the previous rate increase of 2.5%, according to U.S. Labor Department data published on October 10, 2024. The next inflation update is scheduled for release on November 13 at 8:30 a.m. ET...
Just a point of clarification, Congress is the branch that can declare war, not the president.
True but we've been fighting wars without a declaration from Congress for a long time so not sure that matters anymore. Congress lets the Whitehouse dictate policy and looks the other way.
Everything in your post is way off base (covid/supply chain).
There is ZERO chance inflation eases in a month or 2. In fact it will get worse until we stop printing $. That is not going to happen so all should prepare accordingly. Hard times ahead no matter who is in charge.
Only thing I’ll say is that it’s hard to imagine it could get any worse…and if it does buckle up for some serious market volatility.
Agree to disagree. I'm talking about actual real life inflation though. Not some "seasonally adjusted" for this or that nonsense like the fabricated jobs numbers. Real money out of your pocket reality.
If that $50 upgrade just took place today after all of the EV commercials last night then you can thank Tesla investor relations for the call to Piper. A $50 upgrade was probably in exchange for lunch at French Laundry…LOL
+1
Demand will lessen and SCs will improve. Also, the base effect will start kicking in big with the March data point (reported in April).
Would be buying more TSLA if I wasn't focused on leveraged ETF plays. Still may add to the pile if another dip happens. We shall see.
Watching the R2K closely. Small caps normally are the leading indicator for corrections and rebounds. The R2K has been outperforming the other indexes for the past week.
I thought we had a surplus in January
I only glanced at the headline so I easily could have missed it
Surplus of what? If you're saying an actual government surplus (we are in the black) , I want whatever you're smoking. No one could say that with a straight face.
Surplus of bull$h!t I could agree with.
My headline says: Bridge For Sale!!
We're running TRILLION dollar deficits. You honestly believe that "headline"? You can't be serious.
U.S. posts $119 billion budget surplus in January; first in over 2 years
The U.S. government posted a $119 billion budget surplus in January, the first in more than two years, amid strong growth in tax receipts and a sharp drop in pandemic-related outlays, the Treasury Department said on Thursday.
www.reuters.com
So they stop kiting checks for 15 minutes and we have a surplus? You guys can't be this naive.U.S. posts $119 billion budget surplus in January; first in over 2 years
The U.S. government posted a $119 billion budget surplus in January, the first in more than two years, amid strong growth in tax receipts and a sharp drop in pandemic-related outlays, the Treasury Department said on Thursday.
You're just messing with me. I get it now.
If you actually read the article, you could figure it out. Or, you can just keep telling yourself whatever you want to hear.
For those that want to track what the market has baked in (for the Fed funds rate):
www.investing.com
Fed Rate Monitor Tool - Investing.com
Our fed watch tool displays a forecast estimation for fed hikes or cut by the next upcoming FOMC meeting.
When you tell me you run your business like this and submit reports like that to the government I'll take you seriously. You can also let me know what I can bring you on visiting day @ whatever prison you wind up in.
I bet you believed the jobs numbers posted recently too. Finance people (or those that slept @ a Holiday Inn Express last night) are just soo damn smart I don't know how you can stand yourselves.
I did not take a side. I asked a question based on the headline. You take this much to personally
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