Today Market July 2022

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You interpreted as he is saying is market bottom but he didn’t say so. There are some stocks e.g. RBLX and PLTR, which are performing quite well.

Evidence indicated that war didn’t contribute much to inflation.

Russia invaded Urkaine on Feb 24, 2022.

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BG is fine, billionaire, but that is not good for stock investors like you and others.

FED Fund rate => Kill companies, make them file bankruptcy, IPOs, public companies => Affect economy => reflect in stock market recession => Inflation reduction.

This is 3-5 year task, like the struggle we had between 2008-2011 without which inflation does not reduce.

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Only if you need to sell :slight_smile: otherwise is a great opportunity to add at wonderful prices :money_mouth_face:

Market looked ahead. You think everybody was caught by surprise when the first Russian troop crossed the border on 2/24?

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How far do you want to speculate? Nov? Dec? Jan?

There wasn’t much speculation needed in the 2-3 months ahead of Russian invasion. The US has been broadcasting Russians’ every move on the ground, and sounding the alarm bell almost daily.

Most of the people here are unable to withstand, actually impatient , market slide for the last six months.

They feel continuously market slide is an issue, cursing FED rate hike etc, and wants to bring FED rate hike to an end.

If FED rate hike the way you want straight 3.5% and holds to 2023, whatever slide happened so far is nothing compared to what we are going to see !

It may be a disaster bigger than 2008-2011 in terms of business bankruptcies. Now you see how crypto companies are filing bankruptcies.

In recession, at the end of rate hike, we will see bigger public (stock holder) companies may file bankruptcies.

Even if FED reduces rates, after some time, US economy/market won’t return. You will likely see 3-5 years dull economy/stock market going no where.

Do not eagerly ask for/wait for rate hikes or recession or economy downturn, that is not good for investors in this forum.

IT - IS - NOT - FUN , BUT PIA !

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2-3 months ahead of Feb 24 is Nov 25-Dec 25. CPI 6.8%-7.0%. Now is 9.1%. Difference is 2.1%-2.3%. How much is due to the war?

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Copy those YouTube influencer? Scared mongering?

Hmmmmm, Good Luck, Have fun with JC !

Josh Brown is against fast rate hikes. He said labor is 50%-55% of cost of goods. Tricky to push cost of labor down… who want a pay cut in current environment?

Jeremy Siegel is on the same page as JC and Tom Lee… S&P at the end of the year would be higher than today.

Job market hit an inflection point in April. Jobless claims started increasing again.

Seasonally, Jul is a strong month with a Aug peak. Is this just a seasonal rally or start of a new bull run?
So far, retail have net inflows for 2022. Those using cycle theory thinks that is a bear rally possibly till end of the year then follow by a multi-year downtrend.

What happened to the roaring 20s?

FANGMANT except META GOOG NFLX are green, pushing QQQ TQQQ green. Rest mostly red.

He is a parrot. Btw, crow can mimic human voice better.

Still roaring. But first have to get thru a rough patch first.

Roaring today Jul 15 :+1:

During QE, flush with liquidity, so many $1T potential, many of these are now less than $100B, some less than $10B. QT leads to valuation crash back to reality. Many influencers say that valuation have not discounted for deflated earnings, so expect more pain. We’ll see.

Companies with higher than $1T market cap
AAPL $2.41T 
MSFT $1.92T
GOOG $1.48T
AMZN $1.17T What happen? 1 blogger here said is best company in the world
Cathie’s best company, TSLA $0.75T
Beth’s best company, NVDA $0.39T
AAPL >> AMZN TSLA NVDA combined
MSFT = AMZN TSLA combined
GOOG >> TSLA NVDA combined

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Tom Lee, “Stocks have bottomed”

Face Ripper: The bottom is in.