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  1. K

    Is a "V" shape recovery a pipe dream post COVID?

    And then will be the second wave Travel will never recover
  2. K

    Is a "V" shape recovery a pipe dream post COVID?

    2400 is bottom of 2018 when market expected that recession might happen with what is happening now 40% off from 2400 wouldn't be overshoot although anything is possible with crazy money printing but with buybacks toxic and no earnings and half of stock market goes to zombie status it's gonna be...
  3. K

    Anyone want to talk about inflation?

    Inflation tends to compress P/E And a lot depends on how they are going to manage it. If interest rates stay 0 with CPI 5% we sure likely get CPI 10% and then proceed straight to hyperinflation and then you best bet to get huge mortgage
  4. K

    So Fed was played by Trump again

    Trump got zero interest rates and 100 bln+ printing every day and 2.5 trln stimulus with likely 500 bln blank check and now removes all restrictions in 7 days Futures limit up the only thing what if he gets virus and gets into ICU? In the mean time prepare Dow 50K Gold 10K
  5. K

    Any rally will be short lived

    that's true, But politicians are mighty in self destruction New Zealand got 2 community cases which they were not able to trace TWO cases They shut down the country and ordered everyone at home for a MONTH
  6. K

    Any rally will be short lived

    virus is not the only thing. Globalization will likely end $3000 made in USA Iphones coming
  7. K

    Fed gives wallstreet what it wants again! Keep giving and giving

    stocks are more expensive now than a month ago their printing has nothing to do with stocks they print to accommodate 2 trln stimulus coming later today s&p still will go under 2000
  8. K

    The S&P 500 cant bottom yet

    Why not 500?
  9. K

    this is a bear market for 10 years.

    Those who think it's gonna be long bear market are delusional in 2008 most losses were erased within 12 months since Lehman fell And that time Fed was slow to print and TARP was debated for weeks Just this week Fed printed 500 bln+. And next week it will print more. And it will print till...
  10. K

    Time to stock up on some cheap SPY?

    ho-ho when you realize the bottom is in market will be up 20-30%. And it's going to happen as fast as this correction happened if not faster And you will still wonder what's going on because situation would be so dire on streets By the time news turn market will be 50% higher
  11. K

    Is it dangerous to be completely out of the market

    I was already burnt through hyperinflation event holding cash If you never experienced inflation doesn't mean it can't happen Stocks might be dangerous cash can be catastrophic
  12. K

    Is it dangerous to be completely out of the market

    Because cash is no different from other asset class. If you have wealth it's always invested even if it's cash. Given explosive growth of USD against everything else in the last month I find it somewhat risky to stay invested in cash 100%
  13. K

    Is it dangerous to be completely out of the market

    I usually only daytrade but currently i have serious doubt about saving capital I don't know but I feel it's quite dangerous to be completely _out_ of the market What if markets closed and then reopen with good news? and market opens 50%+ with all current money printing I think the...
  14. K

    COSTCO is going to have a great quarter.

    they may have a good quarter but eventually hoarding will end and sooner than you think
  15. K

    Here comes the pain

    I bet many of those 80+ folks would die within a year anyway of some other cause so most likely marginal increase in deaths not so big
  16. K

    Dow low in place

    They are money makers in normal times. In financial crises banks need bailouts. They got one in 2008 and will need one now No question t He still lives in old paradigm. Deutch e bank is a model for what is gonna happen to all banking behemoths all over the world
  17. K

    So how deep the recession will be?

    I heard there will be some improvement in q1 because of hoarding but q2 must be a disaster First I heard 0.1% hit to GDP then 1-2% and no recession, then mild recession. Then deep but short. but some q2 estimates go to -25% and some say it could be 50%. which with mass quarantines looks...
  18. K

    Dow low in place

    We may even see prices below those generational prices on Monday I remember quite well last week you predicted 2850 is the bottom Now those generational prices Let's see what kind of bail outs bank get and how much shareholder value left after all said and done
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