Anyone think Trump is going to keep pumping the market?

[dozu888]

Dude, about what you said before, I doubt 99% of the people walking around know about the borrowing and buy backs.. Only "sophisticated" investors know. Even the technical traders wouldn't know. It's all great, but now I'm looking for the short.

And thanks for the answers, you're the best. I do take Finviz with a grain of salt as their P/E's are off for some stocks, so why would I believe other info is accurate.

I have been scratching my head and I agree most investors lack this perspective. That’s why I think getting the macro right may make an entire portfolio while being right on some micro may only make good a few trades. Regarding the shorts. Bonds are obviously in a bubble but the public perception may prevent it from popping for a while. Real estate in many markets are as well. Rental yields in many markets are even lower than bond yields. Too much easy money.

 

[RGLD]

I have been scratching my head and I agree most investors lack this perspective. That’s why I think getting the macro right may make an entire portfolio while being right on some micro may only make good a few trades. Regarding the shorts. Bonds are obviously in a bubble but the public perception may prevent it from popping for a while. Real estate in many markets are as well. Rental yields in many markets are even lower than bond yields. Too much easy money.

So same as 2007. Just short anything that moves.

 

[dozu888]

So same as 2007. Just short anything that moves.

but then again you can't fight the Fed right... or in the global sense the CBs... I'd say the safer shorts are in the areas of high public participation... gold and bitcoin for example... can't comment on bonds and real estate.. I know the yield situation, but have not systematically studied the public participation.

 

[RGLD]

Do you know of any data that is collected that could be used to detect how much junk bond borrowing is out there? I was told to use league tables...

 

[Turveyd]

Ofcourse!!

And the 1s that expect him to be removed, been saying that for years, not worked it out yet, shit doesn't stick to this muppet, he just sacks anyone that disagrees and hires a yes man and denies and gets away with likely spends a lot of money doing deals to keep clean.

He'll out live us all, likely by starting WW3 and running away to his moon base in 2024, that's his interest a safe space!!

 

[athlonmank8]

lol you been living under a rock.. it's been going on for how many years already..

'high yield' maybe a misnomer though... as it usually refers to junk... but most sp500 bonds are investment grade... so e.g. apple's corporate bonds are yielding what.. 3% ish... but their forward earning yield is at 6.8%

the real insanity imo is in the bond buyers... who in their right mind would forego something yielding 6.8, but choose 3 instead.... from the same company.

on a broader scale.. LQD is yielding 3.5%, but SP500 is yielding 5.8%... see who are insane here... can't be all these companies borrowing at 3.5 to buy 5.8 right... free money, why wouldn't they.

Ha never thought of it that way.

Sometime I really wish I had a brain that worked.

 

[carrer]

What makes you think the PE at 20ish is fine?

 

[Jasondupont]

I don't think that.