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Thanks for the link. Interesting read.
I always wonder why these looks in the rear-view mirror always end at some year. Why not go all the way back to where ever the data begins?
I don't subscribe. Was there ever a follow up post on whys?
Also, …
Among nonfinancials, the only US companies with AAA ratings now are JNJ & MSFT. I have been warning people about structured AAA, AAA, A, etc - literally in hundreds, if not thousands.
When you say "structured" are you referring to those funds t…
Well, peak shale at current prices.
Oil prices have fallen to $62.49 a barrel, down about 13% since Trump’s early April tariff blitz. That price is roughly equivalent to about $45 in 2015 dollars—below the average price that sent the oil industry in…
Surely something must be wrong there... only Democratic administrations increase the deficit. Maybe @FD1000 can help us out on that.
I wonder how bad off we would be now had Clinton's tax regime stayed in place. We were actually reducing the deficit…
Big Bang is the place I go for investing chat.
Big Bang has been directing the political dumpings here:
"I may or may not moderate political posts (which most of these are) unless they are rabid, but I do encourage people to keep to the topic "Eco…
The IRA is mostly in SPAXX now,
You might consider moving that to FZDXX ($10K min in IRA), though it would only have gotten you six extra basis points YTD. Almost enough to feel stupid about :-)
If I do that, chasing the big returns, I might get …
This post belongs in Other Investing as much as some other posts I have followed in recent months. Politics and investing (at least short term trading) seem to be fairly highly intertwined these days. I suspect it will take at least a few more mon…
I don't do podcasts, but the genera idea here deserves a bump.
They don't want my money because they are friendly stewards concerned for the security of my retirement, whatever Larry Fink says.
WABC. good knowledge. Actually I enjoy 13 and traffic,as they refer to themselves on San Francisco Bay, because I like to listen to the professionals.
I spent 25 years on 10.
I was trained by an old Coastie. Don't talk like a trucker. Don't tal…
@WABC. Agree ! Every weekend we cruised past multiple CONTAINER SHIPS aboard our SAILBOAT. Not the same.
Monitoring channels 16, 13 and/or the local VTS?
CNN reporting the west coast ports already showing signficant declines in shipping cargo traffic...
https://www.msn.com/en-us/money/economy/ar-AA1EgCdN
It really bugs me when media types refer to ships as boats. They really ought to know better. So…
Here we go again just like the time during COVID. There were limit on TP per customer at the checkout stands. Wonder how Walmart and Costco handle this differently now ?
It would be pretty funny if all Americans remember about Trump 20 years from…
Liner traffic from Asia typically calls at LA/LB first because it is a day closer to Chicago. So what isn't happening in LA is being exported east.
Bought some extra TP at Walmart today. Read somewhere that GOP staffers in DC are stocking up.
Potential supply chain issues have disappeared from the radar as well.
Really? I have been off the grid. Have they cancelled the proposed port fees on Chinese-built/flagged ships?
This thread has veered off track.
I'd suggest that those who wish to discuss/debate T/A use the following thread.
https://www.mutualfundobserver.com/discuss/discussion/63742/timely-t-a-for-stock-investors#latest
I guess I would say that I don't f…
Why are we supposed to ignore the suggestion that the Fed Head should be fired because he won't cut rates in an inflationary environment when prices will--at the same time--be subjected to an exogenous shock due to the highest taxes on imports in a …
Keeping it real short. Nobody knows what happens next with Tariff Theater. Nobody knows where inflation, or rates, are going.
A small position in BUBIX is the only thing I have added to the IRA. It hasn't been bubkis.
Anytime I'm alive feels good to me. I can listen to the Ramones on golden oldies shows. :)
IIRC the low value of the S&P was due to inflation. By August of 1982 the inflation rate had dropped from around 8.4 in January to 5.9 in August. So the…
IIRC, the PE ratio back in 1982 was in the single digits. That's what I call real capitulation. It's Just my WAG that current valuations are twice that after all the recent activity. I don't think that's where great bull markets typically start.
I …
I'm looking for tips on how to invest during a trade war. This isn't your average cyclical market bummer, or a black swan like COVID.
I'm not saying it's different this time. But I wasn't around for Smoot-Hawley, the McKinley Tariff, or The Tariff …
Stuck my head out, saw my shadow, and ducked back into my burrow.
Aside from previous comments
Reuters reports:
U.S. Treasuries extended a sharp retreat on Tuesday as investors were having to sell bonds to cover losses in other assets and scramb…
Buffet was clear enough several weeks ago when his comments were among those that convinced me to cash out. Compared to the stuff a lot of people were putting out, he was setting his hair on fire when he compared the coming tariffs to a declaration …
Even M* is getting "political." Above the fold this AM is the screamer: Tariffs Are a Self-Inflicted Economic Catastrophe, subhead: Risks of recession have just gone up, while the standard of living could go down. Dinky linky.
And to make up for th…
Thank you Charles. Looking forward to running all of my favorite screens, and maybe some new ones, after March is uploaded. It has been an E ticket ride since COVID.
So now we get into too much money chasing too few goods available from domestic supply; and that's inflationary.
Or they can suck it up and pay the higher price for foreign screws; and that is inflationary.
There's more to the story than screws:…
A lot of things can flip if tariffs are suddenly removed, but cash is king for now.
I wonder how many people in the D.C. area code are making that bet.
I no longer own GRID in the IRA. But I do keep an eye out for opportunities to add to it in the taxable.
At the risk of bringing up another great financial issue that shouldn't be discussed on an investing forum, I think it's worth noting that the …
I think it's great that people think that launching the largest trade war since the Smoot-Hawley tariff will have no significant impact on world equity and bond markets, much less the bank accounts of John and Jane Doe.
It's just not polite to talk…
"Smoot-Hawley tariff"
I wonder if FD or his champions have any idea what that even is.
In the good old days lots of people thought that tariffs were tools of crony capitalism. But that's just politics, right?
My mother's father thought the busines…
I think it's great that people think that launching the largest trade war since the Smoot-Hawley tariff will have no significant impact on world equity and bond markets, much less the bank accounts of John and Jane Doe.
It's just not polite to talk…
