18 replies to this topic

[pdx5]

 

 

 

I think it is transitory, the 10 year yield is telling us that. 

 

Only if energy prices come down, and shortage of workers goes away. That shortage is result of generous unemployment benefits. 

10 year yield is held artificially lower as is 1 year, 30 year. So long as FED keeps rates down, why should 10 year rates go up? There is no competition from other bonds, all are paying well below inflation rate after taxes. Which fool is buying 10 year bonds at 1.85% rate fully taxable while buying power of his money in bonds is losing 7% /year.

 

I do not believe inflation is transitory. Just wait until November election. Unless inflation proves transitory, democrats are going to lose lots of seats.

[andr99]

in the eighties in this ''uniform and solid nation'' where it happens to me to have the passport, inflation was at 10%, but the stock market used to rise. Secondly a drop before the last vertical surge is not unusual in order to make a TOP marking the start of a bear market. We're having the drop and we are waiting for the last vertical surge, imo. 

[andr99]

OK....I got the news...........''war in Ukraine''..........which economically counts worldwide less than the fart of a mosquito, but hey tihis is ''today's news'' 

[andr99]

scientists talk about parallel universes, but no one talk about the two parallel worlds that we have in the globe. The common people's world that is feeded with ''built at the state of art news'' propagated by the tv, and the lobbysts' world who is the real one with no fake news allowed where everyone is part of a class that knows everything as it really is before anyone else gets to know it...........and takes advantage from that. Which demonstrates that when you are generated you have to choose the right part, the right parents in other words. 

Edited by andr99, 25 January 2022 - 04:32 AM.

[12SPX]

OK....I got the news...........''war in Ukraine''..........which economically counts worldwide less than the fart of a mosquito, but hey tihis is ''today's news'' 

hahahaha

[pdx5]

OK....I got the news...........''war in Ukraine''..........which economically counts worldwide less than the fart of a mosquito, but hey tihis is ''today's news'' 

Are you still hanging on to 100% long positions? If yes, you are a brave man.

[andr99]

 

OK....I got the news...........''war in Ukraine''..........which economically counts worldwide less than the fart of a mosquito, but hey tihis is ''today's news'' 

Are you still hanging on to 100% long positions? If yes, you are a brave man.

 

 

my trading style doesn' t take in count corrections of minor degree, so the answer is yes, I' m long and well in gain. I trade Milan not the USA though and I think I have an idea where the top of Milan should be. When I get there I will trade American stocks in a promising sector. Next year   

[andr99]

by the way the correction might not be over for the nasdaq......but 12500 is the most the downwards pressure could  produce imo, if it gets there because it could also be already done with its  bearish trip

Edited by andr99, 25 January 2022 - 03:30 PM.

[andr99]

''it could also be already done with its  bearish trip''..........exactly confusing everyone today, but whatever it gets out of its hat in the longer term it's bullish

Edited by andr99, 26 January 2022 - 03:07 PM.