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    Off-Topic Stock Market & Crypto Discussion

    The U.S. Economy Is Headed Toward an Uncomfortable Summer The Wall Street Journal | 06/08/2025 | By Nick Timiraos The Fed aggressively raised rates in 2022 and 2023 to combat inflation. But the U.S. economy was insulated because many households and businesses had already refinanced...
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    Off-Topic Stock Market & Crypto Discussion

    An optimist I see!
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    Off-Topic Stock Market & Crypto Discussion

    There is the famous line of "bulls, bears and pigs"
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    Off-Topic Stock Market & Crypto Discussion

    Thats the reason I clarified China and lower end goods. China is no longer the low cost producer and of course there is lots of political risk, so the tariff situation gave companies an excuse to move their operations. According to my guy (who is uber smart and uber successful), moving lower...
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    Off-Topic Stock Market & Crypto Discussion

    I had an interesting chat with someone who imports a lot from China, mostly real estate related (lightbulbs, mirrors, toilets, kitchens, etc). He mentioned that he bought a lot from his China vendors before the tariffs to avoid the costs and any shortages, and that many of the manufacturers...
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    Off-Topic Stock Market & Crypto Discussion

    The 2 year down today to 3.65% is huge, implying 2-3 rate cuts from the Fed. The 10 year down to 4.17% is also huge for home mortgages.
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    Off-Topic Stock Market & Crypto Discussion

    Its actually been very volatile, but up and down. I appreciate @flips technical analysis, I personally am also focused on gold and rates, which are both down as I write this.
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    Off-Topic Stock Market & Crypto Discussion

    BTW, the most important things that happened this week are that bond yields finally came down, as did gold/miners. We need that "normalcy" to continue.
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    Off-Topic Stock Market & Crypto Discussion

    It has good/great prospects but RIDICULOUS volatility, you have to have the stomach for it.
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    Off-Topic Stock Market & Crypto Discussion

    In 2024, retail closures reached their highest level since the pandemic, according to Coresight Research, with a total of 7,325 locations shuttering. Source: moneywise
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    Off-Topic Stock Market & Crypto Discussion

    No worries, glad to (hopefully) help.
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    Off-Topic Stock Market & Crypto Discussion

    You are asking me as if I have inside info. All I can say is, when the markets are all about news/emotion, you have to be extra careful. My best guess is that the trade war will be won because most/maybe all countries can tolerate them less than we can. The one potential maybe even probable...
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    Off-Topic Stock Market & Crypto Discussion

    Futures up big boys!
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    Off-Topic Stock Market & Crypto Discussion

    True, but one day does not make a trend. Not a fan of LQD personally, but thats just me.
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    Off-Topic Stock Market & Crypto Discussion

    Rates still up huge for the day. Whomever put out that rumor should be charged with manipulation.
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    Off-Topic Stock Market & Crypto Discussion

    This is NOT a "normal" market, whatever that might mean. As I and others like @90scane have mentioned several times, the market was WAY overbought, reflecting irrational exuberance, unfettered government spending and a Fed that was way late in raising. Many of the economic stats have been...
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    Off-Topic Stock Market & Crypto Discussion

    I agree with you, the yield curve is inverted, plus they want lower long term rates for the deficit, for housing and real estate in general.
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    Off-Topic Stock Market & Crypto Discussion

    Consider tax based selling, to incur carryforward losses. For example, say you own Coke at a loss, consider selling it and buying Pepsi. You are in a similar investment but have generated a tax loss.
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    Off-Topic Stock Market & Crypto Discussion

    You win, I am down over 1% with the late day swoon. Since you won, lunch is on you next time!!!
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