jryoung
Well-known member
They just need to mirror the independence requirements of any partner in a Big 4 firm.
Anybody Buying Yet? Where’s the Bottom?
- Thread starter NEWHunter
- Start date
They just need to mirror the independence requirements of any partner in a Big 4 firm.
SD_Prairie_Goat
Well-known member
Been riding snow for far too long. I was stupid and bought at the worst time. I'm still under water a couple years later. But maybe one day I'll stay making money
cgasner1
Well-known member
- Joined
- Apr 24, 2016
- Messages
- 2,991
This sure makes a guy think the top is about in and they all wanna sell out before it drops and have it look like wow we all got real lucky on that one
I don't think the Fed wants anything to do with politics. I really don't.
That article cracks you up? How? That's a pretty mundane article.
Iv been buying here a there and helping my average but I too feel like im dreaming. Defiantly sad Slootman exited
SD_Prairie_Goat
Well-known member
I was almost making money before his exit
It's ok, my stock picks have about a 50% success rate, so my etf's are the only reason I ever make money. That's just until my Gevo goes off when they finally build the SD jet fuel plant....
BigHornRam
Well-known member
Starts out with with this canned drama.
"New York
CNN
—
The biggest danger facing the American economy for years has been inflation.
Now, another problem is emerging as a credible threat on the horizon: Unemployment."
The rest of the article is "please federal reserve give us a rate cut in September, pretty please with sugar on top".
BigHornRam
Well-known member
Had to look this one up. These tech stock names are a RIOT! The market sounds more like Vegas than Wall Street these days IMO.
Snowflake Stock: A Sleeping Giant Ready to Erupt with 30% Gains
Snowflake stock will only trade at a deep discount for so long, as Snowflake will certainly survive its current reputational issues.
investorplace.com
SAJ-99
Well-known member
Hyperbolic headlines are the name of the game. Here is a picture of Fox Business website. You will see the article link itself is pretty benign. The headline writer makes sure to sprinkle some loathing in there to tell the reader they are "struggling" and prices are still "soaring", when they actually declined month over month. CNN is just as bad. It annoys me because the news sources tell people what they should "believe". This has been discussed on other threads. It's not just political, it is everything. The need to "shock" to get people to click on something is getting terrible.Starts out with with this canned drama.
"New York
CNN
—
The biggest danger facing the American economy for years has been inflation.
Now, another problem is emerging as a credible threat on the horizon: Unemployment."
The rest of the article is "please federal reserve give us a rate cut in September, pretty please with sugar on top".
Anytime data is released I just go straight to the numbers, but most people won't do that, especially if they get news on a phone. Algo's had market jump 25pts on headline then immediately gave 20 of them back when the report is more thoroughly analyzed.
Inflation unexpectedly falls to 3% in June
The Labor Department on Thursday released the closely watched June consumer price index report, revealing just how hot inflation was running last month.
BigHornRam
Well-known member
Media likes to lie and spin. Rate cut in September or no rate cut?Hyperbolic headlines are the name of the game. Here is a picture of Fox Business website. You will see the article link itself is pretty benign. The headline writer makes sure to sprinkle some loathing in there to tell the reader they are "struggling" and prices are still "soaring", when they actually declined month over month. CNN is just as bad. It annoys me because the news sources tell people what they should "believe". This has been discussed on other threads. It's not just political, it is everything. The need to "shock" to get people to click on something is getting terrible.
Anytime data is released I just go straight to the numbers, but most people won't do that, especially if they get news on a phone. Algo's had market jump 25pts on headline then immediately gave 20 of them back when the report is more thoroughly analyzed.
View attachment 332456
Inflation unexpectedly falls to 3% in June
The Labor Department on Thursday released the closely watched June consumer price index report, revealing just how hot inflation was running last month.www.foxbusiness.com
SAJ-99
Well-known member
Cut. Two more CPI reports between now and then, and those might be iffy given this report was driven by energy prices. The Fed wants more than anything to normalize the curve and get rid of the inversion. The tricky part is lowering the short term rates and keeping the 10yr yield pinned in a range around 4%. The bond market will drive that. This morning the 1yr yield dropped 9bps and the 10yr dropped 10bps, so getting back to "normal" is going to be tough. I'm not sure it will have much impact on the housing market or food prices or anything else. So there will be plenty of ammo for politicians.
Bonasababy
Well-known member
- Joined
- May 16, 2024
- Messages
- 421
The feds coming cuts and inflation news making anyone else more interested in small caps?
I moved more out of tech heavy mostly large cap funds into them today. Will see if that was mistake in the coming months.
I moved more out of tech heavy mostly large cap funds into them today. Will see if that was mistake in the coming months.
SD_Prairie_Goat
Well-known member
Been playing small caps for a long time now. Really been left behind but I can't shake the feeling their drastically under valued right now.
But that being said all my large cap funds are doing significantly better but maybe VIOO is going to pop
SAJ-99
Well-known member
More and more I view small caps as a tactical positioning trade and less a long term holding. SC should definitely benefit from lower rates, but so many are just bad companies. That makes me lean towards IJR because it holds those that make money, but I tend to throw new money into the Mid caps (IJH and IWP). It would be nice to see the gains broaden out more. Interesting to see emerging markets get a bid on dollar weakening. We will see is this is a head fake. It is getting hard to trust this market for anything.
That's drama? Come on Bighorn. That's nothing.Starts out with with this canned drama.
"New York
CNN
—
The biggest danger facing the American economy for years has been inflation.
Now, another problem is emerging as a credible threat on the horizon: Unemployment."
The rest of the article is "please federal reserve give us a rate cut in September, pretty please with sugar on top".
Bonasababy
Well-known member
- Joined
- May 16, 2024
- Messages
- 421
My SC's are broad funds with low fees, selected ones that were more value oriented or did ok in 22 when most SC's lost money.
I have 80% of my stock picks as reliable companies that have dividends( dividend reinvest), the other 20% is for more risky prospects. I’m holding for the long SNOW for the term, in the mean time the other big AI names are a good back up to make up for itI was almost making money before his exit
It's ok, my stock picks have about a 50% success rate, so my etf's are the only reason I ever make money. That's just until my Gevo goes off when they finally build the SD jet fuel plant....
I've had the opposite for Small Caps via my TSP though I tend to agree with SAJ, Bonas, and you for future small caps potential...
SD_Prairie_Goat
Well-known member
I tend to do more like
60% spread out ETFS
20% pretty solid stocks or dividend plays
20% fools bets in companies I like what they're doing. This is the one that bites me in the butt but if they take off I might be retiring early! Alright probably not that good, but maybe a nice vacation.
I bet on VIOO for the most part and it's just doing meh. I know P/E isn't everything but I can't shake that there's massive room to grow from 6.5P/E.
As a side note, this is just play money. Actual retirement accounts are much broader with large, mid, and small roughly equally weighted to reduce risk. But those are boring to talk about compared with the fun money account!
ignorethefringes
Well-known member
- Joined
- Sep 19, 2016
- Messages
- 3,062
I'm running an informal research project on who to vote for in November. Selling my vote to the best performer if you will. Purchased equal amounts, in terms of dollar amount, the same day.
Right now it's leaning one way . . .
Jokes people.
Right now it's leaning one way . . .
Jokes people.
