36 replies to this topic

[Rogerdodger]

REITS may be squeezed due to so many working from home using internet.

Office space are major holdings of REITS

 

 

Lots of stories today about Retailers closing. Malls are getting Mauled.

Our flagship SEARS was demolished recently to make way for the newest $130 million SHEELS. A department store/ Bass Pro Shop/Academy Sports-bar with Ferris wheels and roller coasters.

Customers will no doubt be entertained by non-stop gang shootouts by feral children.

6 killed in Nashville Christian elementary school shooting... Developing...
Female shooter... Former student...

 

 

More than 1400 stores are closing across the US in 2023. ...

Business Insider

https://www.businessinsider.com › News

3 days ago — Amazon, Bath & Body Works, Walmart, and Foot Locker are among the chains shutting down stores. Bed Bath & Beyond is planning to close 416 ...

.Officials said the closures were meant to "significantly reduce costs." Grocery stores were hardly spared from the "retail apocalypse," which decimated the shopping industry from 2017 to 2020. Kroger closed several stores in 2021 and 2022 and will continue shuttering locations in 2023.

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You would think that those employees would need another job, but it's not your grandparents world anymore.

POLL: Americans Pull Back from Values that Once Defined USA...
Patriotism, Religion, Hard Work Less Important...

 

How do you trade that?

Edited by Rogerdodger, 27 March 2023 - 03:40 PM.

[skott]

well, you know Jane Fonda suggested murdering Pro lifers, almost all pro lifers are Christians. Jane should go to jail for suggesting that

[Rogerdodger]

Jane should go to jail

 

She's past the age limit. Too much senior-citizen medical liability.

[skott]

rate hikes have ended? well, maybe so, maybe not but what if they have? Is that bullish? do some research. rates precede or follow the market down. This is a big bear market. Short term, you rarely know but intermediate term this is a big bear market. there will be a big drop followed by a big rise but it will not reach back to our current price levels. Then you will have an even bigger drop

[Chilidawgz]

rate hikes have ended? well, maybe so, maybe not but what if they have? Is that bullish? do some research. rates precede or follow the market down. This is a big bear market. Short term, you rarely know but intermediate term this is a big bear market. there will be a big drop followed by a big rise but it will not reach back to our current price levels. Then you will have an even bigger drop

As I understand this, when rates start to fall you go into longer term bonds. The stock market will likely bottom some time after the bonds rally.

[K Wave]

 

rate hikes have ended? well, maybe so, maybe not but what if they have? Is that bullish? do some research. rates precede or follow the market down. This is a big bear market. Short term, you rarely know but intermediate term this is a big bear market. there will be a big drop followed by a big rise but it will not reach back to our current price levels. Then you will have an even bigger drop

As I understand this, when rates start to fall you go into longer term bonds. The stock market will likely bottom some time after the bonds rally.

 

Yes, worst part of bear usually AFTER inversion reverses, which it appears is finally starting to happen.

 

Still inverted, but much less than a few weeks ago, and looks a lot like THE TURN

 

CRE looks ready to go full 1930s....what impact that will have on Dow, SP remains to be seen, but probably not great....

[beta]

Edited by beta, 29 March 2023 - 07:53 PM.