Schwab Market Perspective: Overcorrecting the Correction?
- Thread starter dealmaker
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https://www.cpb.nl/en/worldtrademonitor , Asia Imports down almost 14 % Nov-Dec 2018
https://tradingeconomics.com/germany/manufacturing-pmi , Germany PMI in February is almost identical as the PMI when Full blown Bear Stearns collapse was happening
https://www.businessinsider.com/sto...e-for-new-record-meaning-for-investors-2019-2
Andddd on top of that, Insider Selling is up 100 % YoY. Wonder why ? Haha Execs cashing out at a furious speed while having there company buyback there shares at high valuations, who doesn't love Capitalism ? =)
https://www.marketbeat.com/insider-trades/latest/
OK but what's the catalyst this time? Corporate debt isn't out of control, neither is consumer debt. The only debt that's out of control is government debt and Trump is trying to fix that (hahahahaha)
It's either gonna be one hell of a bear market, or it's already factored in. I've posted the chart as a comparison to 2008.
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LizAnn Sanders has some nice charts;
but plenty of longer term charts of slowing
earnings,US, still helped power. past bullmarkets.
Good moves year to date;buton 52 week chart,hasnt even taken out 52 week hi.The female FED member is concerned about commercial RE loans...................................................................
I've been re-reading Dalios "diary" regarding the 2008 crisis and the thing that bothers me is that there are no such issues I can see except for government debt. The biggest danger is the US going socialist in which case I'd expect insane inflation.
LOL, no issues except government debt ?
The mortgage crisis was obvious to me when I was being offered ridiculous mortgages that I never took. Whatever the problem is this time feels like I won't see it coming. Am I wrong?
Liz Ann wasn't saying much or making strong recommendations so I don't know how to act on it.
I am comparing this to her article back in ~2012 on housing and real estates.
https://www.forbes.com/sites/thestr...the-housing-market-has-bottomed/#7c5fe43f7591
I went back into real estates after I read it.
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Many times even when you see it coming; that does not mean we have to do stupid stuff.Its like TSLA, gov ,GE doing so much stupid stuff, i would not lend them money, or buy thier stock. So even if we dont know if/when they go bankrupt=buyer beware.
Good points