Results 10,101 to 10,125 of 18218
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03-26-2020, 01:48 PM #10101
Sounds like another round of tax cuts for the rich is in order.
"We don't beat the reaper by living longer, we beat the reaper by living well and living fully." - Randy Pausch
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03-26-2020, 03:44 PM #10102
I was just thinking how this is such an historic day in American capitalism. A UE report that is so insanely high they had to expand the chart, over 3 million reporting, but the equity markets go up over 6%, topping off a three day 20% rally, the best three day period since 1933, all based on hopes that the largest federal stimulus package ever passed by the Senate, over 2 trillion dollars and containing very socialist support of corporations and individuals, with new regulations . Totally bizarre.
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03-26-2020, 04:19 PM #10103
So, Mike Pence just stood at a lecturn and said, yeah, 3 million unemployed, that's bad, but [honest to God] here's the good news: WalMart is hiring 150,000 people, and Amazon is hiring a ton of warehouse staff. He really said that.
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03-26-2020, 04:51 PM #10104
who the hell underworte Ackman's CDS bet at the beginning of march when the writing was already on the wall for $26 mill in premium? Some real life axe capital shit
https://nypost.com/2020/03/25/days-a...gainst-market/
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03-26-2020, 05:10 PM #10105what's so funny about peace, love, and understanding?
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03-26-2020, 05:26 PM #10106
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03-26-2020, 05:27 PM #10107
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03-26-2020, 05:31 PM #10108
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03-26-2020, 05:50 PM #10109
Carnival Cruise Lines from 10 to 18 in 5 trading sessions? While i have faith in the cult of cruising and old people it's crazy not to take that off the table. My feeling is I'll be buying it back under 10.
Looking into dumpster diving consumer geared div yields like TAP, T.TO also but they're still a bit rich
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03-26-2020, 06:00 PM #10110
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03-26-2020, 06:14 PM #10111
i missed my XOM buy but still set to acquire in the 20’s in a long term account. we shall see.
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03-26-2020, 07:05 PM #10112
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03-26-2020, 07:08 PM #10113
Tested positive for rat flu
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03-26-2020, 07:16 PM #10114Registered User
- Join Date
- Jun 2007
- Location
- Seattle, Wa
- Posts
- 57
Did anybody else see Ackman basically cause a market halt last Wednesday while spreading doom and gloom on CNBC. He talked about how he was buying equities that day, but it was obvious he was massively short.
Edit: I guess the article was partly about his CNBC appearance. Surprised they didn’t mention the middle of the day halt that he seemed to have caused.
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03-26-2020, 07:24 PM #10115what's so funny about peace, love, and understanding?
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03-26-2020, 08:46 PM #10116
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03-26-2020, 09:39 PM #10117
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03-26-2020, 09:58 PM #10118
I didn't let myself look at my entire portfolio for a long time. I finally took a look today and shifted some stuff around.
Across my investment accounts, I'm now 50% equities, 39% bonds and 11% gold.
I'm wanting to move to an allocation of-
30% - Stocks
15% - Intermediate-term bonds
40% - Long-term bonds
7.5% - Gold
7.5% - Commodities
The main issue I'm having is a lack of availability of treasury bond index funds/ETFs in my 401k. The closest we've got is VBTLX but that is exposed to corporate bonds, which I expect to tank in the not too distant future. My 401K is larger than my IRA/Roth IRA and brokerage account combined, so I won't be able to achieve the asset allocation I want even if I move my the entirety of my other accounts to mid term and long term T Bonds indices.
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03-26-2020, 10:03 PM #10119
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03-26-2020, 10:48 PM #10120
Is the stock market going to tank?
Brock used to talk about that; risk in duration bond funds. He’s right. I’m 98% cash because there’s just too much risk in duration. Downside risk just not worth it.
If you have target funds maybe dig into the holdings a little deeper. Or perhaps a real asset fund that has tips and commodities.
I’m with Stu sitting on the sideline. The risk reward just isn’t there. 20% up or down seems reasonable for equity
If I had to pick a long term equity it would probably be China FXI. 3.5% dividend. Near multi year lows, Higher yield on Currency, (RMB has been weak) and they haven’t really used any stimulus yet. China stocks and bonds are getting added to MSCI indices regularly now which makes them investable for institutions.
PFF was a good buy at $26. Kicking myself on that one.
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03-27-2020, 01:52 AM #10121Rod9301
- Join Date
- Jan 2009
- Location
- Squaw valley
- Posts
- 4,639
Emerging markets are very cheap, us still expensive.
I've been shorting the russel 2000 and buying turkey, Russia, Greece, Singapore, Malaysia, Poland, Eastern Europe, Italy, Spain
Not all emerging, but all with cape ratio under 10.
Still have 50 percent in less than 2 year treasuries.
Sent from my Redmi Note 8 Pro using Tapatalk
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03-27-2020, 02:56 AM #10122
Every time I read this thread I cannot keep myself from thinking that the grandma with the cash under the mattress or in coffee cans hidden about was on to something that just fails to resonate generation after generation.
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03-27-2020, 05:10 AM #10123
Is the stock market going to tank?
I’ll always hate the mkt. I think people in the USA are generally over sold stocks and not qualified to handle the risk. I meet a lot of seniors who were whip sawed and wiped out in 2008. Same probably now. Now, if you dollar cost average into the mkt your whole life, then fine. Or if you picked good stocks you like, fine. But the whole industry is geared to fuck the little guy. My best trading was always in stocks that went to zero, so I’m a bit negative. Have to be.
Probably doesn’t help bonds pay shit, but that’s only part of the same problem with us bailing out everyone with trillion dollar packages.
We’re scraping resin at this point.
Sent from my iPhone using TGR Forums
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03-27-2020, 07:55 AM #10124
In 2009-2010 300 banks went bankrupt. It was almost a daily event. I have to think retail and restaurants will have the same fate. When the dominoes start falling it will happen fast. They were already weak from getting Amazon'd
https://en.wikipedia.org/wiki/List_o...3present)#2008
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03-27-2020, 07:59 AM #10125
The precious metal funds I owned started to go south this morning for some reason..so I sold.. Completely in cash now...
what's so funny about peace, love, and understanding?
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