Today Market Jun 2022

Forgot the exact numbers but bull years far outnumber bear years. And one can make more being long than short.

Being a short is being a trader. It’s hard to be a trader.

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Context and applicability. Most of these studies apply to indices esp S&P only. In most cases, you can view investing in individual stocks as speculation :wink: very rarely do people got lucky and strike lotto like AAPL AMZN MSFT. Even then I am not sure how long would the luck last. Not many stocks last more than 100 years, but S&P does. Even WB trades :grin:

Most of the stuffs are junks, ignore them, do your own analysis, it makes you more knowledgeable person.

With oil going up, with Ukraine war proxy funded by Biden, EV cars will have high demand.

Knowing this, Elon is raising the prices of TSLA cars. If he has got slightest fear about losing customers, he will not raise price ! For TSLA, it will survive and come up stronger than ever.

For those who left TSLA, this downturn is an opportunity to bottom fish.

It is up to viewers to ignore or take it, I will leave about TSLA now.

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No money still buy EV? No need to eat? No need to buy house?

If an order is cancelled, it will be backdropped by a company (can’t remember the name) who promised to buy any cancelled order.

True for most blue chips. Not a great prediction, unless you mean 10x from here.

For all these, I agree with the doomer that TSLA will file bankruptcy soon !

Happy ?! LOL !

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Which doomer say so?

Didn’t even make it to next week before falling apart again.

Subscribed to John.

Two schools of thought…

@manch,

Your decision to assess which one is more like you.

Keep buying the dip

Don’t buy the dip yet
Chicken Genius: stock market capitulation just started - YouTube
Josh Brown: Josh Brown: We haven't seen the worst yet - YouTube

General feeling is this type of volatility would last a few months to until 2024.

SPX bottoms at 3200? Inflation is self-correcting i.e. no need for intervention. Do intervention really help? Only take two weeks to flatten the curve?

Econ 101: Rising price leads to declining demand which lead to lower price. Will happen without Fed intervention.

Someone posted, sharing here

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So far…
Same as 2001-3, commodities :+1:
Same as 73-4, RE :+1:
Not like 2008 at all.
Recession (not deflation) fears mean fixed income :-1: T-Bills :-1: T-Bonds :-1:

From here, what would happen? Recession? No Recession? Inflation or declining interest rate?

Can we say market is responding to inflation + growth to inflation + recession

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OMG ! You still have doubts?

I hope you do not listen FED rate hike conferences, that is retail investors issue. Just listen his 56 mins conference in YouTube. Then, you need infer from his statements ( Powell nicely hides lot of information which analyst’s grill him ).

You can ignore all news/media manipulations, but not FED conferences.

By this year end fed fund goes to 3%-3.5% from current 1.6%.

IMO, FED is pushing economy to brink to introduce mass lay offs, using that they will kill demand in all inflated areas. It naturally leads to recession, recovery is after 2024 with new government ( red or blue ).

Market will keep correcting then and there winding way.

Market has to go down like 2008-2011 period with ups and downs to reach ultimate bottom.

Be prepared for it, buy it bull at bottom whatever you feel. Good Luck !

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I didn’t monitor market as closely as now. All I recalled is I did phenomenally well without knowing much and doing nothing.

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“Positioning dire, but profits/policy say nibble at [an S&P 500 level of 3,600], bite at [3,300], gorge at [3,000],”

:rofl:

The more important part is who will the the leaders that take the market higher. We know that not all stocks will have the same gains after the bottom. It usually takes new leadership for a recovery to happen. The market recovers pretty quickly, but some individual stocks take decades to recover.

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Any idea?

Fintech? Cybersecurity? Metaverse? E-commerce? Big data analytics?

My stocks are in above categories.

No non tech, foolishly sold all.

I remember when the rate quoted was always the 30 yr and not the 10 yr. When it got to 8% or higher it was considered a good long term buy. Much lower than 8% was considered a sell.
I don’t think there is a general understanding as to extend to which cheap money has been propping everything up this century. That and ungodly deficits.

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