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+ the health insurers. UNH AGP WLP HUM .. -10/20% across the sector

Did you read that at all or just blindly copy & paste? 2.6%. Now look at the graph above. I will happily join your inflation camp once ULC rise 8%, 10%, 12% like they did in previous inflationary periods. Until then, it's just smoke and mirrors. I stick with the facts and incoming economic data...

If it has legs there will be plenty of time to go long and catch 80% of the move to the upside once we see price behavior on a retracement. No need to panic and go all in long just because we're up a little.

Then why are unit labor costs not rising you weasel? If you knew anything then you'd be aware of the fact that ULC account for approx. 60-70% of the total costs to private U.S. businesses. If there was any impending inflation unit labor costs would skyrocket but so far we don't see that. Of...

Yes, deflation, even if you will never understand it. 10y treasuries (Market sees deflation threat over inflation threat) 10y treasury - TIPS spread 1998-2008 (Where is the inflation expectations?) Unit Labor costs 1978 - 2008 (Unlike commodity prices, unit labor costs are the...

Why would I care? All I care about is getting out asap if the market proves me wrong. I am short a bunch of equity index futures since a few days and you know what? If the rally doesn't fizzle I will cover them at a loss without making any second guesses and move on to the next trade. Same shi**...

Anybody who is trading doesn't care if this rally (or any subsequent) fizzles or not. Just trade accordingly, manage your risk and you'll be fine.

More buyers than sellers cause the spike in markets, not the Fed's move.

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Professional investors lose small when they lose. Amateur investors lose big when they lose.

No kidding, it's more like the credit markets dictating the Fed to cut rather than the Fed looking at weak equities performance and cutting to bolster the stock market.

Just like the BOJ in 1990?

Of course you're not worried. You try to bend facts and twist logic in your favor so you can explain how everything is perfectly fine all the while you're sitting in a 50% drawdown in your account. Classical case of denial.

Closed long today and started small short in Silver futures. Gold still long.

They sure can. And even the most skilled daytraders that shoot for 100% gains can also incur a -100% month and then it's game over. Any (day)trader targeting 100% monthly gains must trade in a fashion that brings them close to the brink of blowing up, they just won't admit it.

If you had listened to some advice a couple months back you - as a longer term investor - would be comfortably sitting in >50% cash right now and would be waiting and looking at opportunities right now instead of praying and hoping what the markets should do next. In order to make money over the...

See Fisher's balls shrink to the size of peas when WM, NCC or someone else reasonably big files for chapter 11. No more tough talk then.

Some sectors tend to be less correlated to the SP500's overall performance than others. I suggest going through the 8 major "SPDR" sectors and comparing them to the SP500. What's under-/overperforming in what environment. Two extreme examples: Financials/SP500 Energy/SP500...

Equities historically gained +3.1% on average during recessions. http://investmentscientist.com/2008/01/25/recession-and-stock-market-performance/

Regarding banks going bankrupt: There is a good chance we will see a number of them. It would be right in line with the playbook of earlier periods. Just like we did after 80/82 or 1990, hundreds of banks failed in that period combined. Not sure why some people here call for a depression now...