concordtom said:

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Anyone wanna discuss?

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Pretty standard MBA type stuff. My normal portfolio is 80/20 to 90/10. Interesting to note yields have been on a secular downtrend that whole time as we have gone from capital scarcity to capital overabundance. Is that changing and what does that do to the results?

S&P 500 record high after today's inflation report

Gamestop and AMC trading halted 38 times yesterday?

dajo9 said:

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The anti-Biden corporate news doesn't want you to know the Dow Jones hit a record 40,000 because inflation has normalized and the economy is doing great causing companies to be profitable.

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Stop whining.

All you do is whine about the media. The media isnt driving the stock market. Neither is POTUS.

The market ALSO CELEBRATED a flat Retail Sales Report for April as consumers begin to show some fatigue. In otherwords, the market is "cheering" on WEAKER economic growth that will lead to a most anticipated easing by the FED.

Where's the thumbs down button.

Oh, yeah.

bear2034 said:

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Gamestop and AMC trading halted 38 times yesterday?

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Roaring Kitty opened his mouth on "X" about GameStop. $16 million flowed in on Monday.

First time in almost 2 years that
Keith Gill spoke.

DiabloWags said:

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dajo9 said:

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The anti-Biden corporate news doesn't want you to know the Dow Jones hit a record 40,000 because inflation has normalized and the economy is doing great causing companies to be profitable.

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The media isnt driving the stock market. Neither is the POTUS.

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Strawmen.

The market is happy to see signs we aren't overheating. The market is also foolish because historically the market goes down when rate cuts start.

DiabloWags said:

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dajo9 said:

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The anti-Biden corporate news doesn't want you to know the Dow Jones hit a record 40,000 because inflation has normalized and the economy is doing great causing companies to be profitable.

---

Stop whining.

All you do is whine about the media. The media isnt driving the stock market. Neither is POTUS.

The market ALSO CELEBRATED a flat Retail Sales Report for April as consumers begin to show some fatigue. In otherwords, the market is "cheering" on WEAKER economic growth that will lead to a most anticipated easing by the FED.

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Exactly. The FED and earning trend are driving the market (not many fund managers are watching CNN for investment advice) as well as secular trends on AI and short-cycle inventory burn through of overstocking from prior supply chain disruption. Extremely disruptive world events may move markets but not daily political focus by political minded media.

Our economy is one where it is primarily driven by consumers. As previously noted, inflation and higher interest rate will eventually slow down consumer spending that should lower inflation. However, inflation has always been sticky and stubborn and extremely unhealthy for long term economic health. While bad for short term economy, slowing of consumer spending in still elevated inflationary environment is healthy for long term economy. The market is always pricing for the future based on forecast. Therefore, those who are only reacting to historical news instead of assessing relative to what has been priced in may think the market is counterintuitive.

calbear93 said:

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DiabloWags said:

---

dajo9 said:

---

The anti-Biden corporate news doesn't want you to know the Dow Jones hit a record 40,000 because inflation has normalized and the economy is doing great causing companies to be profitable.

---

Stop whining.

All you do is whine about the media. The media isnt driving the stock market. Neither is POTUS.

The market ALSO CELEBRATED a flat Retail Sales Report for April as consumers begin to show some fatigue. In otherwords, the market is "cheering" on WEAKER economic growth that will lead to a most anticipated easing by the FED.

---

Exactly. The FED and earning trend are driving the market (not many fund managers are watching CNN for investment advice) as well as secular trends on AI and short-cycle inventory burn through of overstocking from prior supply chain disruption. Extremely disruptive world events may move markets but not daily political focus by political minded media.

Our economy is one where it is primarily driven by consumers. As previously noted, inflation and higher interest rate will eventually slow down consumer spending that should lower inflation. However, inflation has always been sticky and stubborn and extremely unhealthy for long term economic health. While bad for short term economy, slowing of consumer spending in still elevated inflationary environment is healthy for long term economy. The market is always pricing for the future based on forecast. Therefore, those who are only reacting to historical news instead of assessing relative to what has been priced in may think the market is counterintuitive.

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Strawman stacked on strawman

dajo9 said:

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calbear93 said:

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DiabloWags said:

---

dajo9 said:

---

The anti-Biden corporate news doesn't want you to know the Dow Jones hit a record 40,000 because inflation has normalized and the economy is doing great causing companies to be profitable.

---

Stop whining.

All you do is whine about the media. The media isnt driving the stock market. Neither is POTUS.

The market ALSO CELEBRATED a flat Retail Sales Report for April as consumers begin to show some fatigue. In otherwords, the market is "cheering" on WEAKER economic growth that will lead to a most anticipated easing by the FED.

---

Exactly. The FED and earning trend are driving the market (not many fund managers are watching CNN for investment advice) as well as secular trends on AI and short-cycle inventory burn through of overstocking from prior supply chain disruption. Extremely disruptive world events may move markets but not daily political focus by political minded media.

Our economy is one where it is primarily driven by consumers. As previously noted, inflation and higher interest rate will eventually slow down consumer spending that should lower inflation. However, inflation has always been sticky and stubborn and extremely unhealthy for long term economic health. While bad for short term economy, slowing of consumer spending in still elevated inflationary environment is healthy for long term economy. The market is always pricing for the future based on forecast. Therefore, those who are only reacting to historical news instead of assessing relative to what has been priced in may think the market is counterintuitive.

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Strawman stacked on strawman

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Well, you have shown with your accomplishments and past input how much of an expert you are so I won't take your response as indication of this being over your head.

DiabloWags said:

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bear2034 said:

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Gamestop and AMC trading halted 38 times yesterday?

---

Roaring Kitty opened his mouth on "X" about GameStop. $16 million flowed in on Monday.

First time in almost 2 years that
Keith Gill spoke.

---

Any of these movement or investment that is far removed and independent of fundamentals are just empty speculation that has not place in any serious investor interested in long-term wealth building.

Dumb Money was an interesting movie but really showed how stupid all this meme stock investing is.

calbear93 said:

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DiabloWags said:

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bear2034 said:

---

Gamestop and AMC trading halted 38 times yesterday?

---

Roaring Kitty opened his mouth on "X" about GameStop. $16 million flowed in on Monday.

First time in almost 2 years that
Keith Gill spoke.

---

Any of these movement or investment that is far removed and independent of fundamentals are just empty speculation that has not place in any serious investor interested in long-term wealth building.

Dumb Money was an interesting movie but really showed how stupid all this meme stock investing is.

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To your point, last Thursday saw the highest Nasdaq Composite volume on RECORD, driven by sub-$1 stocks.

On another note, many commodities are breaking out and it appears that the "great reflation" trade has more o go and would highlight energy stocks as particularly timely here after a multi-week pullback.

The University of California an early investor.

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