OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
Big +1The Feds aggressive policy on interest rates with the goal of slowing inflation (again imo) is not properly taking the below in to account and is (imo) overshooting as it relates to their efforts to slow inflation. There is a part of this that should/could normalize on its own.
Just my $0.02
Great post.
Well that's subjective. Many people say CPI in general is crap, but it's what the market reacted to in a very negative way when the number was released.
CPI is definitely crap. It lags like crazy. But sadly yes, it's what the public and market cares about.
Yeah, the biggest problem right now is that the rent component of CPI (which is part of core) is structurally lagged even when you focus on monthly data instead of YOY. Like it or not, the market is not going to rally on positive CPI if core is not part of the good news.
AAPL is the canary in the coal mine. Expect to see more downward earnings guidance and 3Q22 reports. My nibbling may be limited to SCHD and Treasuries in 4Q22 and early '23. As for "gorging," look to valuations: solid earners with wide moats and bomb-proof prospects at the right price.
Comical to watch people still panic selling and locking in their losses. May be the greatest opportunity since 2008/2009. Be patient and keep buying. LOL!
Biden is just getting started....Look out below. Hows that buying on the dips going for you guys?
As the saying goes, "A foolish consistency is the hobgoblin of little minds."Biden is just getting started....Look out below. Hows that buying on the dips going for you guys?
That said, please keep politics out of the thread.
How can we talk about the economy, financial markets and investments and not talk about the root of what is affecting all of the previously mentioned things? Biden is a disaster not only for this country but the world. He is about to get us into WWIII and you guys are sitting here with your thumbs up your asses as though the market is in a vacuum. I am mostly in cash and have been recommending that to you guys since march in this very thread. Things are about to go from really bad to alot worse and I am not allowed to talk about what is the cause of all of this. None of this would be happening under Trump!
BTW Dow down another 500 points and going lower
Nasdaq down another 150 and going lower
S&P down 58 and going lower.
You bring nothing to this thread except worthless political trolls. Annoying to sift through this bs when there are some valuable analysis in here.
Cramer: Charts suggest it’s ‘way too early’ to expect the market to rebound — CNBC
"Unlike him, I also believe we could get a sharp spike up, but, for our Charitable Trust, if that happens we're going to have to do some selling," he added.
CNBC's Jim Cramer on Friday warned investors that the stock market is unlikely to recover anytime soon.
"The charts, as interpreted by Mark Sebastian … suggest that this market's got more downside and it's way too early to go really bullish," he said.
"Unlike him, I also believe we could get a sharp spike up, but, for our Charitable Trust, if that happens we're going to have to do some selling," he added.
Just confirms most people beliefs.
A little while back, I mentioned 3500 area could be a spot for at least a short term bottom.
Might be better to do the opposite of Cramer
Cramer: Charts suggest it’s ‘way too early’ to expect the market to rebound — CNBC
"Unlike him, I also believe we could get a sharp spike up, but, for our Charitable Trust, if that happens we're going to have to do some selling," he added.apple.news
CNBC's Jim Cramer on Friday warned investors that the stock market is unlikely to recover anytime soon.
"The charts, as interpreted by Mark Sebastian … suggest that this market's got more downside and it's way too early to go really bullish," he said.
"Unlike him, I also believe we could get a sharp spike up, but, for our Charitable Trust, if that happens we're going to have to do some selling," he added.
Just confirms most people beliefs.
Quiver Quantitative on Instagram: "WORK SMART - NOT HARD ✍️"
16K likes, 274 comments - quiverquantitative on September 8, 2022: "WORK SMART - NOT HARD ✍️".
www.instagram.com
Buy signal?Cramer: Charts suggest it’s ‘way too early’ to expect the market to rebound — CNBC
"Unlike him, I also believe we could get a sharp spike up, but, for our Charitable Trust, if that happens we're going to have to do some selling," he added.
CNBC's Jim Cramer on Friday warned investors that the stock market is unlikely to recover anytime soon.
😜
turn around coming!!!!!! this cat has been wrong more times than Biden! There used to be pools on the stocks he say were going higher. His hit rate was lower than 30%Cramer: Charts suggest it’s ‘way too early’ to expect the market to rebound — CNBC
"Unlike him, I also believe we could get a sharp spike up, but, for our Charitable Trust, if that happens we're going to have to do some selling," he added.
CNBC's Jim Cramer on Friday warned investors that the stock market is unlikely to recover anytime soon.
"The charts, as interpreted by Mark Sebastian … suggest that this market's got more downside and it's way too early to go really bullish," he said.
"Unlike him, I also believe we could get a sharp spike up, but, for our Charitable Trust, if that happens we're going to have to do some selling," he added.
Just confirms most people beliefs.
Wonder if those lawmakers who drafted the bill took money from Crypto industry……I wonder
he's not wrong and the mkts continue to cite things he's mentioned. The equity markets have always been political only now, with increased globalization, it's more pronounced. Also not sure of what valuable analysis you see in this thread as nothing here is 'eye popping'
just adding some leveling here
that said, I'm going back in because you can't time it but you want to be in before the turn or stablization. I see unemployment turning up and other FED measures taking root. On top of that, too much money on the sidelines so expect to see rates products flatten out
Excellent ETF. My largest position right now. If the yield hits 4% during this downturn, I am starting to get very aggressive in my purchases.
SCHD is a fine ETF. I use VIG for dividend stock exposure. Very similar performance.
Little bit different dividend philosophy between the 2. SCHD tends to have a higher yield. It excludes REITs. It also has better returns currently over most time periods. Not sure if this is because of its down market outperformance this year. Haven't dug that deep into the comparison recently. Both are good options.
Different philosophy, but almost identical performance (1, 5, and 10 year) based on Morningstar's $10k growth chart (which combines growth, dividends, and cap gains).
The only thing you need to analyze is the failure in the whitehouse whose policies are killing the market and Americans. See easy peasy, you listen to me and you will make money…or at least not lose it.
So “W” caused the ‘08 crash then. Gotcha.
Under Clinton and Obama, the stock market returns were outstanding. Give it a rest.
Hard to believe the market has gotten to this point based on one self-inflicted wound after another. Gov’t handouts in the form of PPP, rent moratoriums, etc. show you how badly COVID affected most people financially = LOL it didn’t! Because if COVID had such a massive negative impact on people’s finances then Restoration Hardware and Ferrari wouldn’t have set record sales during that time period…all the money dumped into crypto and meme stocks by retail traders was thanks to the Gov’t. And the Gov’t failed to realize that WFH was already saving people from spending on commuting, entertainment, etc. All that stimulus pissed away. Low interest rates didn’t create the problem. They were low for 10 years and the housing market was fine. Growing up you have this idea that because someone is the President, a Senator, or powerful Gov’t figure they must be super smart and the best and brightest. LOL. These Gov’t officials are morons. And now loan forgiveness? How about teaching these borrowers how to balance a personal finance budget, exercise restraint when it comes to spending, and experience what it feels like to write that last loan check knowing you did it on your own. Nope, let’s just wipe out their debt so they can buy that new flat-screen for the living room, take that trip to Disney, buy some ETH. F’in circus right now and unfortunately I think the market still has another leg down because Powell is probably one of the biggest idiots to ever serve our financial system. He should be fired, removed, impeached (whatever it takes) based on his “transitory” blunder.
Great post. Now we are having a real discussion. Thank you!
The dividends are qualified so they receive favorable tax treatment. I hold it across both type of accounts
Note the difference in number of portfolio holdings between the two. SCHD is at 100, while VIG is nearly 300.
P/E difference: 17.6 (VIG) v 12.4
Dividend difference: 2.13,% (VIG) v 3.78%
