12 replies to this topic

[andr99]

all of that doesn't look healthy in the long term and if it's true that market manipulation can push the stock market exactly where it wants in terms of value, in terms of time I tend to believe that next year 

 

we will pay the price of this war and of the artificial pumping we have seen over the past recent years. Next year we should see the stock market take a good drop. Nothing lasts forever and market pumping

 

is not exception.  

Edited by andr99, 12 May 2026 - 03:35 PM.

[andr99]

in other words last few months for the bull. From September to year end - early next year, the distribution phase and then down. It's what I'm currently thinking.      

Edited by andr99, 12 May 2026 - 05:30 PM.

[linrom1]

You could be right but it doesn't makes sense from the election cycle point of view in US. Since the mid-terms are in Nov. Why the PUMP now and then big correction right into elections? 

[andr99]

distribution from September to year end or early next year, then down. Substantially I think this stock market bull is wounded, but it will take till early next year before we can see a drop starting.    

[andr99]

I can't wait to see what happens next year, because the European automotive sector, which is the one that probably I will jump on with a large short position, in my view will be battered hardly given that our 

 

politicians (that are equal to our justice system which is not elected by us citizens, because you know, differently from what happens in the US, ''it's not democratic in Europe if the people choose their judges

 

by voting''), won't protect what was once upon a time our most important industry.  

Edited by andr99, 13 May 2026 - 04:54 AM.

[redfoliage2]

With mild inflation such as the current US inflation level GDP just going higher since 2/3 of GDP come from total goods sales number, SP500 earnings also going higher, so the stock market .....................................

Edited by redfoliage2, 13 May 2026 - 08:26 AM.

[andr99]

we're talking about next year, so it's early to talk about that, but sincerely all that I have on my monitor tells me that this bullish circus is in its very last stage. Some few months and then it's over. Time will confirm or not.  

Edited by andr99, 13 May 2026 - 09:59 AM.

[linrom1]

It's looking good for retail and pension funds to own all the securities at the top.

[Rogerdodger]

Kitchen table economics:

For the last few months, a can of tomato soup at Aldi's was $1 each. This week it is $1.49!

A couple of month's back a can of Chicken noodle at Walmart was the same price as a gallon of gasoline!

Now, compared to gasoline, chicken soup looks like a bargain.

 

As a goldsmith, I once bitched at buying Gold for $420!

[Douglas]

Rodgerdodger, the price of a 400g tin of cream of tomato soup was about $0.80 this morning at TESCO here in the UK.  Something is very wrong if food stuffs are more expensive in Tulsa than in Bath, UK.  But to make you feel better, yesterday we filled up with "regular" petrol on our way home from a short holiday in Port Isaac (town that the TV series Doc Martin was filmed in) and paid about $8.15 for each gallon.

 

Regards,

Douglas