The market is fwd looking though. It's why the market started trending downward long before rate hikes and QT were announced.
The market will likely bounce before all the excess liquidity is sopped up as well.
OT: Stock and Investment Talk
- Thread starter RU-05
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The market will likely bounce before all the excess liquidity is sopped up as well.
Dividend stocks led the market in red yesterday. My VIG dropped a little more than 1%.
Translation - the market is silly and emotional. If the Feds tank the economy, QT will stop and it will never get close to clearing away the unused money. There is better than a 50-50 chance of this happening, so why worry now?
#logicoverfear
I think you are right that the market can get emotional, and often over reacts.
But the market being fwd looking is something different. Which is not to say the market is always correct in doing so. Predicting the future is tough.
Nope - US/EU/NATO are a major cause of the problem and anyone listening to most media (including Fox) wont know what the situation is.
Unlike US, Russia lost millions of people on invasions from the West. Ukraine to Russia is not like Mexico to US - its like a lost California to US. Imagine a US break-up and China wants California up as a military extension. US has been training Ukraine military. US was part of Ukraine color revolution in 2014. US funds the anti-Russia neo-Nazis. US/EU politicians use Ukraine's highly corrupt government to take millions under the table.
Zelensky has millions in foreign accounts. He was supposed to be a reformer but people realized he was another grifter, and he was in 20s for approval before the invasion. Ukraine vs Russia is two mafias fighting. Corrupt foreign pols made empty NATO promises to Ukraine - like a 16 yr old boy telling his 15 yr old girl he "really loves her." West lest Uk on - then Zel said he wanted nukes if NATO didn't let him in
Ukraine may seek nuclear weapons if left out of NATO: Diplomat
Kyiv’s ambassador to Germany calls on the transatlantic security alliance to grant Ukraine long-sought membership.
That right there was enough to expect Putin to act. He doesn't want to destroy Ukraine. Putin isn't a communist and actually adores Ukraine (like his deceased friend Solzhenitsyn) As Mearsheimer says, the war would be over if Ukraine agreed to stay neutral. But now they US ninnies are over there egging Ukraine on to desolation. Take the State Dept ninnies who pushed "nation building" and combine them with DOD ninnies who botched Afghanistan and we are playing with fire.
Now it turns out US is fighting a cyber war with Russia. Remember all the US officials and officers who said Afghanistan was "stabilized." These are the same people who will tell you how great US is at cyber and its not true. NSA had all its tools "stolen" under Obama. Keep your batteries and tuna stocked
ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
www.zerohedge.com
No charts for where the fellas have us going..
"A top Goldman Sachs Group Inc. executive echoed Jamie Dimon’s pessimistic tone, warning of tougher times ahead amid a string of shocks rattling the global economy. ..
“This is among -- if not the most -- complex, dynamic environments I’ve ever seen in my career,” Goldman President John Waldron said at an investor conference Thursday. “The confluence of the number of shocks to the system to me is unprecedented.”
www.cnbc.com
"A top Goldman Sachs Group Inc. executive echoed Jamie Dimon’s pessimistic tone, warning of tougher times ahead amid a string of shocks rattling the global economy. ..
“This is among -- if not the most -- complex, dynamic environments I’ve ever seen in my career,” Goldman President John Waldron said at an investor conference Thursday. “The confluence of the number of shocks to the system to me is unprecedented.”
MSN
www.msn.com
Tiger Global drops 14% in May during the tech sell-off, pushing hedge fund's 2022 losses to over 50%
Chase Coleman's Tiger Global Management suffered huge losses in May amid a tech-driven sell-off.
I tend to agree with Dimon but even he doesn’t say for sure how bad things will get just that they’re exercising caution….which is what a good CEO should do and he’s one of the best, if not the best, out there.No charts for where the fellas have us going..
"A top Goldman Sachs Group Inc. executive echoed Jamie Dimon’s pessimistic tone, warning of tougher times ahead amid a string of shocks rattling the global economy. ..
“This is among -- if not the most -- complex, dynamic environments I’ve ever seen in my career,” Goldman President John Waldron said at an investor conference Thursday. “The confluence of the number of shocks to the system to me is unprecedented.”
MSN
www.msn.com
Tiger Global drops 14% in May during the tech sell-off, pushing hedge fund's 2022 losses to over 50%
Chase Coleman's Tiger Global Management suffered huge losses in May amid a tech-driven sell-off.
On the flip side is the BAC CEO. Point being you know what they say about opinions.
Brian Moynihan dismisses Jamie Dimon's warning on the economy: 'You've got hurricanes that come every year'
The head of the second-largest bank in the U.S. by assets is not as pessimistic as the CEO of the top lender.
www.marketwatch.com
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Nice beat for the LULU:
www.cnbc.com
Lululemon raises guidance as customers keep spending despite higher prices
Lululemon expects the momentum in its business to continue in spite of broader economic headwinds.
Hope that’s a good sign for NKE which got picked up again while I was away.Nice beat for the LULU:
Lululemon raises guidance as customers keep spending despite higher prices
Lululemon expects the momentum in its business to continue in spite of broader economic headwinds.
I don't think I have much NKE, but I do have a bunch of LULU via one of my top funds (so I keep an eye on it).
Btw since it wasn’t answered above…I know you’re a big Tom Lee guy when things were roaring…have you seen what’s he’s said about the last month and the market.
Winklevoss twins' Gemini cutting 10% of its staff, saying 'crypto winter' is here
Winklevoss brothers are laying off 10% of the workforce at Gemini, a first for the U.S.-based cryptocurrency exchange and custodian.
Seems to be likely. Winters happens in the crypto market. Gotta keep an eye on it.Winklevoss twins' Gemini cutting 10% of its staff, saying 'crypto winter' is here
Winklevoss brothers are laying off 10% of the workforce at Gemini, a first for the U.S.-based cryptocurrency exchange and custodian.
Pump, pump, pump!
www.cnbc.com
OPEC+ raises output faster than expected as Russia's war roils global energy markets
OPEC+ raises output faster than expected as Russia's war roils global energy markets
I’ve been away for a month until the last week or so. I haven’t seen much that’s why I’m asking. I was just curious as to what he’s been saying after the May swoon. I saw some vids online from some time ago. Just wondered if anything recent.
I hesitated to reply to you but let's get one thing straight assokan. Yes, the azovstal militia has some avowed nazis who have been fighting Russia since they invaded Crimea in 2014. They make up a small portion of one battalion whereas Ukraine has more than 50 other battalions that are democratic loving citizens. I'd venture to say the US proportionally has more neonazis/white supremacists in the military and militias than Ukraine has. Ukraine has laws on the books against neo nazis, antisemitism (gee, how did all those Nazis elect a Jew as their president?), and anti hate laws for those that persecute gays. Gays fleeing the war are experiencing more discrimination in the countries they're fleeing to than in their homeland.Nope - US/EU/NATO are a major cause of the problem and anyone listening to most media (including Fox) wont know what the situation is.
Unlike US, Russia lost millions of people on invasions from the West. Ukraine to Russia is not like Mexico to US - its like a lost California to US. Imagine a US break-up and China wants California up as a military extension. US has been training Ukraine military. US was part of Ukraine color revolution in 2014. US funds the anti-Russia neo-Nazis. US/EU politicians use Ukraine's highly corrupt government to take millions under the table.
Zelensky has millions in foreign accounts. He was supposed to be a reformer but people realized he was another grifter, and he was in 20s for approval before the invasion. Ukraine vs Russia is two mafias fighting. Corrupt foreign pols made empty NATO promises to Ukraine - like a 16 yr old boy telling his 15 yr old girl he "really loves her." West lest Uk on - then Zel said he wanted nukes if NATO didn't let him in
Ukraine may seek nuclear weapons if left out of NATO: Diplomat
Kyiv’s ambassador to Germany calls on the transatlantic security alliance to grant Ukraine long-sought membership.www.aljazeera.com
That right there was enough to expect Putin to act. He doesn't want to destroy Ukraine. Putin isn't a communist and actually adores Ukraine (like his deceased friend Solzhenitsyn) As Mearsheimer says, the war would be over if Ukraine agreed to stay neutral. But now they US ninnies are over there egging Ukraine on to desolation. Take the State Dept ninnies who pushed "nation building" and combine them with DOD ninnies who botched Afghanistan and we are playing with fire.
Now it turns out US is fighting a cyber war with Russia. Remember all the US officials and officers who said Afghanistan was "stabilized." These are the same people who will tell you how great US is at cyber and its not true. NSA had all its tools "stolen" under Obama. Keep your batteries and tuna stocked
ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
In one of your previous posts you stated the EU overthrew the Ukraine govt before Zelensky. The EU did no such thing. That's a crock of disinformation. The previous corrupt president was a Putin puppet and although the EU/US disapproved of him, it was a homegrown removal that occurred.
Go far back in time enough and you'll see that Ukraine was not "always a part of Russia". It was independent long before it was conquered by the czars and the Russian empire.
https://www.cato.org/commentary/americas-ukraine-hypocrisy
Truth probably somewhere in between
What leaves me scratching my head is that all of these acts retrospectively seem so predictable. Like what did they think a mad Man like Putin would end up doing?
It makes me scratch my head.
And as far as the neo Nazi hardcore right wing faction well isn't it one of those my enemies enemy is my friend - at least as long as the fighting is ongoing. And I agree that Ukraine is far more progressive in trying to find a liberal identity. But make no mistake Putin and the thugs are bad guys here who when they're not fighting take their girlfriends to Italy and cruise on their yachts.
Meddling is different than actively overthrowing as was suggested by assokan. Yes, we have and continue meddling in many countries affairs. Russia meddling in our elections is certainly fair payback. The difference is we've never had one of our own candidates actively seeking their meddling.
LOL. Law against NAZI's aren't working too well. They are all over Ukraine, Russia and the rest of Europe for that matter.
Ukraine is not a country made of freedom loving good guys. This is a bad guy vs. bad guy war.
I find it interesting when a bank CEO talks so pessimistically while two of his prominent analysts talk so positively.No charts for where the fellas have us going..
"A top Goldman Sachs Group Inc. executive echoed Jamie Dimon’s pessimistic tone, warning of tougher times ahead amid a string of shocks rattling the global economy. ..
“This is among -- if not the most -- complex, dynamic environments I’ve ever seen in my career,” Goldman President John Waldron said at an investor conference Thursday. “The confluence of the number of shocks to the system to me is unprecedented.”
MSN
www.msn.com
Tiger Global drops 14% in May during the tech sell-off, pushing hedge fund's 2022 losses to over 50%
Chase Coleman's Tiger Global Management suffered huge losses in May amid a tech-driven sell-off.
The stock market will recover all of its 2022 losses by year-end as the economy avoids recession and Ukraine risks lessen, JPMorgan says
Helping prop up the stock market are corporate buybacks, which are poised to hit a record annualized level of $1.2 trillion, JPMorgan said.
markets.businessinsider.com
I think it's a good sign that JPM let's their analysts have their own opinions but it is interesting.
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I mean, obviously.That right there was enough to expect Putin to act. He doesn't want to destroy Ukraine. Putin isn't a communist and actually adores Ukraine (like his deceased friend Solzhenitsyn) As Mearsheimer says, the war would be over if Ukraine agreed to stay neutral. But now they US ninnies are over there egging Ukraine on to desolation. Take the State Dept ninnies who pushed "nation building" and combine them with DOD ninnies who botched Afghanistan and we are playing with fire.
ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
https://www.cato.org/commentary/americas-ukraine-hypocrisy
Truth probably somewhere in between
What leaves me scratching my head is that all of these acts retrospectively seem so predictable. Like what did they think a mad Man like Putin would end up doing?
It makes me scratch my head.
And as far as the neo Nazi hardcore right wing faction well isn't it one of those my enemies enemy is my friend - at least as long as the fighting is ongoing. And I agree that Ukraine is far more progressive in trying to find a liberal identity. But make no mistake Putin and the thugs are bad guys here who when they're not fighting take their girlfriends to Italy and cruise on their yachts
Western Ukraine =good guys seeking progress. Laws against Nazi, discrimination
East Ukraine = old school mix of various "bad guys" & rural peeps needing dentists.
Common enemy = Communist Russia
Isn't there a significant difference in the two bad guys. Russia has shown that they believe they have the right to retake various break away countries that used to make up the Soviet Union while Ukraine may be a bad guy but they dont seem to have the rest of the world concerned that they plan to march through Eastern Europe
Ukraine is Russia's mini me. Putin has been warning for 20 years that he didn't want the west pushing closer to his borders but NATO and the EU kept doing it so he did something about it.
Agree that this is a European problem but they aren't doing much about it because they foolishly painted themselves into a corner because of their dependence on Ukraine and Russian Energy. Really, really bad energy policy on their part.
This is not a US issue and we shouldn't be anywhere near it. We are only involved to feed the war machine in Washington.
Maybe Ukraine used to be Russia's mini me, but I think it's fair to say those days are long gone.
And there is a reason countries want to join NATO, and Putin is once again reinforcing that reasoning.
The support for Putin is baffling.
It’s what Fox News preaches. It’s anti-American siding with Russia instead of America Allies.
If you think Putin would have stopped with Ukraine then I have a bridge to sell you. Thankfully, the west has learned from history and aren’t listening to the Neville Chamberlains of today.
Maybe the primetime guys? But Brett Baier calls a fair game. Seems like most of the other hosts call it for what it is.
NATO isn't supporting this. This is all US money. NATO and Western Europe are sitting this one out.
You need to read history sir. That’s the refrain heard here by many in the 40’s
I've read a lot of history. More than most of you because you are all falling for the neolib/neocon BS. This is not our issue.
Well you are pushing the notion that the west is to be blamed for Russia invading Ukraine.
It's a land grab and we let him steal a bunch a couple years ago. He was trying to take advantage of our weakness, not reacting to western aggression, but Ukraine stood up for itself and Russia exposed itself as outdated.
