Unlikely????
You do know in the last few years we have had 2 consecutive quarters in a row of declining gdp which means we had recessions. I guess the fed and government look at the definition of a recession different these days!!
Who thinks Powell went into hyper dove mode after talking to Yellen about cost to Govt of high rates
- Thread starter David Donner
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Unlikely????
You do know in the last few years we have had 2 consecutive quarters in a row of declining gdp which means we had recessions. I guess the fed and government look at the definition of a recession different these days!!
Oh so it is discussion that is the problem? LOL jeez so ECB and BOE are leaving rates for longer. Like ummm till March/April of next year when The FED likely cuts. All CB's (even the Commies) follow The Feds lead. Man up and stop the whining!
PCE Core YOY is 3.50% (Black) CPI (Blue):-
They do look at it differently. Learn from history. Try it.
Commercial real estate is not as bad as you think. Traffic is back to normal again. People like going to the office and play office politics in person. Its all about the power and politics and It just doesn't work the same over Zoom.
Not everyone is like us and would rather just be at home and trade instead dealing with all of the corporate b.s. and the corrupt people.
Most of the other engineers on my team are a bunch of compliant followers who sit in traffic and go to the office 3 days a week like they are supposed to. I couldn't do it. I would be miserable.
The good thing is that my boss understands my point of view and is generally cool with me working from home and day trading instead of having to deal with all of the b.s. at the office.
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Ya know that mantra is being bandied about quite a bit as of late on several of the financial media outlets. I've been hearing it quite a bit in the last few weeks. Like the light just came on.
Who cares right(?), but I pointed this out over a year ago.
%%
Sure sounds like it, but not recession. Even in that unlikely cycle \ I will NOT will take part in that negative cycle = good goal+ dont fight the Fed LOL
. Good trends stronger than i thought...........................................................................
RE may look like very weak, but not for cash buyers;
I've seen more RE for sale lately, strange how its priced to sell @ round numbers
Especially commercial property, seems a bit Hi, but have NOT talked to REALTOR about it.
Dont plan on consulting AI on it @ this time LOL
What not many seem to grasp is that recessions don't matter to the market anymore. A selloff due to 'recession fears' is a screaming buy. Why? Because a) a few quarters of shitty earnings are irrelevant to billionaires and pension funds who own 90% of stocks and are investing on 30-50 year horizons, and b) it means the Fed and Treasury will drop money from helicopters to gun the economy.
The equity market got this wrong at the very start of Covid, offering an amazing generational buy opportunity albeit for just a few weeks, so this time around it's "looking through" any mild recession to the land of QE-infinity beyond.
At some point in our lives there will probably be an event which does meaningfully impair likely future returns, and where reflexive BTFD therefore screws long-term investors. But that's not today.
What is the negative cycle, murray?%%
Sure sounds like it, but not recession. Even in that unlikely cycle \ I will NOT will take part in that negative cycle = good goal+ dont fight the Fed LOL
Good trends stronger than i thought...........................................................................
RE may look like very weak, but not for cash buyers;
I've seen more RE for sale lately, strange how its priced to sell @ round numbers
Especially commercial property, seems a bit Hi, but have NOT talked to REALTOR about it.
Dont plan on consulting AI on it @ this time LOL
Real estate doesn't look weak in the areas I monitor. I'm not into landlording so not looking to buy unless I can use it. Most recent deal was signing a 15-year lease on ag land. Business partner wants to grow tumeric and add farm-to-table to the business. Why not, I said.
RE taxes on commercial are getting ridiculous.
That would probably have to be nukes, or Armageddon with Bruce Willis where they didn't detonate in time.
Well I don't buy much at McD's either since the prices skyrocketed in Canada. However, the few times I have visited lately when in dire need for quick food, I've noticed the lineups are far, far, far more shorter. Never used to get served so quick!