Page 322 of 337 FirstFirst ... 317 318 319 320 321 322 323 324 325 326 327 ... LastLast
Results 8,026 to 8,050 of 8413
  1. #8026
    Join Date
    Mar 2006
    Posts
    14,829
    US 10y 1.67%

  2. #8027
    Join Date
    Oct 2003
    Location
    Big in Japan
    Posts
    36,375
    Quote Originally Posted by 4matic View Post
    US 10y 1.67%
    Which is why US equities will go back up. Like, is everybody going to chase returns in bonds? No.

    Let's do some livin'
    After, we die

  3. #8028
    Join Date
    Aug 2004
    Location
    New Haven Line heading north
    Posts
    2,701
    As the Chinese curse says: “may you live in interesting times”. Well, interesting times are here...
    Charlie, here comes the deuce. And when you speak of me, speak well.

  4. #8029
    Join Date
    Dec 2008
    Location
    Posts
    5,130
    Quote Originally Posted by Benny Profane View Post
    Which is why US equities will go back up. Like, is everybody going to chase returns in bonds? No.
    Possibly. Also possible the SPX halves from here as people realize the global economic order built over the last 70 years is inexorably shifting into a more regional model with lower aggregate trade & consumption.

  5. #8030
    Join Date
    Mar 2006
    Posts
    14,829
    Or, earnings from 2017-19 were result of tax cuts and code changes. A 10% drop in yoy earnings could easily happen. Plus, trailing returns could revert to more in line with bond yields and also going forward.

    20 year Return on sp500 is still about 5%.


    Sent from my iPhone using TGR Forums

  6. #8031
    Join Date
    Oct 2003
    Location
    Big in Japan
    Posts
    36,375
    Quote Originally Posted by Bromontane View Post
    Possibly. Also possible the SPX halves from here as people realize the global economic order built over the last 70 years is inexorably shifting into a more regional model with lower aggregate trade & consumption.
    So, where else are rich people, who, basically, are the market, going to put their money? Soybeans?

    Oh, edit, I forgot, black holes like Uber. But, that's still the market.

    Let's do some livin'
    After, we die

  7. #8032
    Join Date
    Dec 2008
    Location
    Posts
    5,130
    Quote Originally Posted by Benny Profane View Post
    So, where else are rich people, who, basically, are the market, going to put their money? Soybeans?

    Oh, edit, I forgot, black holes like Uber. But, that's still the market.
    The thing about capital destruction (synchronous falls in global equity & property indexes) is that it destroys capital. Imo, much of the liquidity that guided decision-making over the last few years will prove ephemeral alongside the paper wealth it created. That is, malinvestment doesn't typically provide a second chance to reallocate.
    Last edited by Bromontane; 08-05-2019 at 10:07 PM.

  8. #8033
    Join Date
    Sep 2009
    Location
    PNW
    Posts
    4,554
    PE, Mechanical Engineering
    University of Bridger Bowl Alumnus
    Alpental Creeper

  9. #8034
    Join Date
    Jan 2008
    Posts
    4,926
    Yes, China has to manipulate their currency because they're otherwise fucked.

    It's tough to paint them as a hapless victim in all this when their fiscal and trade policy has been "fuck everyone else"

  10. #8035
    It's tough to paint them as a hapless victim in all this when their fiscal and trade policy has been "fuck everyone else"
    That policy sounds much better when said in Mandarin.

  11. #8036
    Join Date
    Jan 2008
    Posts
    4,926
    他妈的其他人

  12. #8037
    Join Date
    Sep 2002
    Location
    OREYGUN!
    Posts
    12,391
    Re-aligning the global supply chain comes with a cost

  13. #8038
    Join Date
    Mar 2006
    Posts
    14,829
    Quote Originally Posted by JimmyCarter View Post
    Yes, China has to manipulate their currency because they're otherwise fucked.

    It's tough to paint them as a hapless victim in all this when their fiscal and trade policy has been "fuck everyone else"
    China's rules have never changed. We were willing to exploit the lower costs to our advantage and suddenly we're outraged and want a better deal. Blame the people (all of us) who were willing to overlook the problems for profit or price.

  14. #8039
    Join Date
    Mar 2006
    Posts
    14,829
    Advantage Samsung. China Tariffs will hurt Apple to the benefit of Samsung.

  15. #8040
    Join Date
    Aug 2016
    Posts
    1,970
    Quote Originally Posted by JimmyCarter View Post
    It's tough to paint them as a hapless victim in all this when their fiscal and trade policy has been "fuck everyone else"
    The US was more than happy to buy cheap shit to pacify the masses for two decades, we are no victims in this.

    At the end of the day this seems to be an exercise in both nations - the US and China - trying to get the other to shoulder the burden of the problems produced from decades of policy. Don't think either one is going to "win" the way they want to.

    The US is more antipathic to manufacturing and engineering than it was 20 years ago, not less. China is more bent on domestic malinvestment based on foreign consumption, not less.

  16. #8041
    Join Date
    Jan 2008
    Posts
    4,926
    Quote Originally Posted by dunfree View Post
    The US was more than happy to buy cheap shit to pacify the masses for two decades, we are no victims in this.

    At the end of the day this seems to be an exercise in both nations - the US and China - trying to get the other to shoulder the burden of the problems produced from decades of policy. Don't think either one is going to "win" the way they want to.

    The US is more antipathic to manufacturing and engineering than it was 20 years ago, not less. China is more bent on domestic malinvestment based on foreign consumption, not less.
    Oh yeah, we're no victims either, but that linked article seemed to paint them as the innocent bystander whose hand was forced.

    We wanted their cheap shit, they wanted us to fuel their growth story, and when the music stops we're both reaching for the same chair.

  17. #8042
    Join Date
    Mar 2006
    Posts
    14,829
    Quote Originally Posted by Benny Profane View Post
    So, where else are rich people, who, basically, are the market, going to put their money? Soybeans?

    Oh, edit, I forgot, black holes like Uber. But, that's still the market.
    Tiger 21 members have 21% equity exposure. Lowest ever.

  18. #8043
    Join Date
    Jan 2008
    Location
    Big Sky/Moonlight Basin
    Posts
    9,589
    Quote Originally Posted by 4matic View Post
    Tiger 21 members have 21% equity exposure. Lowest ever.
    Translate into Engrish, please.


    Sent from my iPhone using TGR Forums
    "Zee damn fat skis are ruining zee piste !" -Oscar Schevlin

    "Hike up your skirt and grow a dick you fucking crybaby" -what Bunion said to Harry at the top of The Headwaters

  19. #8044
    Join Date
    Mar 2006
    Posts
    14,829

    Is the stock market going to tank?

    Very high net worth investment club.

  20. #8045
    Join Date
    Mar 2008
    Location
    the ham
    Posts
    6,274
    That said, aren't they traditionally in RE, VC, and private equity anyway? i.e they don't play the sucker games at the carnival.

  21. #8046
    Join Date
    Oct 2003
    Location
    Big in Japan
    Posts
    36,375
    Quote Originally Posted by Ted Striker View Post
    That said, aren't they traditionally in RE, VC, and private equity anyway? i.e they don't play the sucker games at the carnival.
    And with Jeffery Epstein. He's a financial genius, I hear.

    Let's do some livin'
    After, we die

  22. #8047
    Join Date
    Oct 2003
    Location
    Big in Japan
    Posts
    36,375
    Quote Originally Posted by 4matic View Post
    Advantage Samsung. China Tariffs will hurt Apple to the benefit of Samsung.

    China won't hurt Apple. Major employer.

    Let's do some livin'
    After, we die

  23. #8048
    Join Date
    Jan 2009
    Location
    Squaw valley
    Posts
    2,572
    Quote Originally Posted by skaredshtles View Post
    So you're suggesting people time the market?

    Brilliant.

    I can't figure out why more people don't do this.

    Not time the market, just not invest when stocks are overpriced.

    Right now us is way overvalued, but some emergent markets are cheap.

    Sent from my Armor_3 using Tapatalk

  24. #8049
    Join Date
    Nov 2007
    Location
    Leadville, CO
    Posts
    4,172
    Quote Originally Posted by Benny Profane View Post
    And with Jeffery Epstein. He's a financial genius, I hear.
    yeah, i hear he knows how to turn 15 into 30











    to life
    ...
    My Company: Made in Colorado SKi Clothing- check it out

    Last year for 'Threads for Shreds' jacket trade in program!
    www.freeridesystems.com
    20% Maggot Discount Code = 'MAGGOT20'

  25. #8050
    Join Date
    Mar 2006
    Posts
    14,829
    Quote Originally Posted by Benny Profane View Post
    China won't hurt Apple. Major employer.
    US is hurting Apple with proposed tariffs vs S Korea (no tariff)

Similar Threads

  1. Who voted for Bush/Cheney in '00 or '04?
    By Bud Green in forum General Ski / Snowboard Discussion
    Replies: 281
    Last Post: 04-14-2006, 11:44 PM
  2. Risotto Recipes - What you got?
    By skiaholik in forum The Padded Room
    Replies: 41
    Last Post: 03-29-2006, 05:03 PM
  3. Did American Ski Company get delisted from the stock market?
    By Free Range Lobster in forum General Ski / Snowboard Discussion
    Replies: 3
    Last Post: 09-06-2005, 06:13 AM
  4. Bear Activists Killed and Eaten by Bears in Katmai
    By Lane Meyer in forum TGR Forum Archives
    Replies: 30
    Last Post: 10-09-2003, 08:43 AM

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •