Ocho gets it.ochotona wrote:Fun like the Norovirus. If we get a bear market with margin calls and forced redemptions, we get a negative feedback loop powering the market lower.
Stock scream room
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- Kriegsspiel
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Re: Stock scream room
- Kriegsspiel
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Re: Stock scream room
I like cash too. I think if I wasn't down with the PP philosophy, I'd naturally drift towards something like the Larry Portfolio/Nassim Taleb Barbell philosophy.eufo wrote:I love my cash, I love my cash, I love my cash...
Seriously, though... I do.
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Re: Stock scream room
where do brokers get the $ used for margin loans?
Re: Stock scream room
I'd imagine it's created and lent the same way a bank might do, but I really have no idea.boglerdude wrote:where do brokers get the $ used for margin loans?
Don't agree with me too strongly or I'm going to change my mind
Re: Stock scream room
I don't know either, but everyone has a little cash in their brokerage accounts, maybe they re-lend that out.eufo wrote:I'd imagine it's created and lent the same way a bank might do, but I really have no idea.boglerdude wrote:where do brokers get the $ used for margin loans?
Re: Stock scream room
Copper is below 200 day moving average first time since 2016 election. Suggests slowing world economy.
Re: Stock scream room
Lance Roberts is trimming is equity allocation from 60% to 45%. He's a local Houston guy who is getting more widespread credibility.
http://realinvestmentadvice.com/the-mar ... d-03-23-18
http://realinvestmentadvice.com/the-mar ... d-03-23-18
Re: Stock scream room
Anyone putting in buy orders this afternoon?
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Re: Stock scream room
Dow 30, Dow transports and the S & P 500 are each below Dow theory sell signal. Must wait for the close. This is for a VP, I guess.
- dualstow
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Re: Stock scream room
Every week. (US$500 only)barrett wrote:Anyone putting in buy orders this afternoon?
Re: Stock scream room
I don't know. I tried to catch the falling crude oil knife in late 2014. It ended badly.
- buddtholomew
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Re: Stock scream room
Bought IJS 10 min before close.
Stock portion of PP is now 55/45 S&P 500/iShares SCV.
I can only do this because other assets in the portfolio are mitigating the losses.
Purchases YTD (PP+VP)
SCV
REIT
TLT
VBTIX (Total bond market)
Stock portion of PP is now 55/45 S&P 500/iShares SCV.
I can only do this because other assets in the portfolio are mitigating the losses.
Purchases YTD (PP+VP)
SCV
REIT
TLT
VBTIX (Total bond market)
Re: Stock scream room
It's quiet here... Maybe TOO quiet...
- dualstow
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Re: Stock scream room
It's just been too crazy. I think people are tired of screaming.ochotona wrote:It's quiet here... Maybe TOO quiet...
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Re: Stock scream room
It’s wondeful to be heavy in stocks and still protected to the downside to the best of ones ability.
- Cortopassi
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Re: Stock scream room
Until tomorrow...buddtholomew wrote:It’s wondeful to be heavy in stocks and still protected to the downside to the best of ones ability.
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Re: Stock scream room
Yes, but I’m ok with that.Cortopassi wrote:Until tomorrow...buddtholomew wrote:It’s wondeful to be heavy in stocks and still protected to the downside to the best of ones ability.
What I’m not OK with is stocks gaining and the PP losing.
- Kriegsspiel
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Re: Stock scream room
Up! Down! Up! Down!
I assume the Flash Boys have been making a killing lately.
I assume the Flash Boys have been making a killing lately.
Re: Stock scream room
The good ones are making a killing. The bad ones are getting killed.Kriegsspiel wrote:Up! Down! Up! Down!
I assume the Flash Boys have been making a killing lately.
Don't agree with me too strongly or I'm going to change my mind
- Kriegsspiel
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Re: Stock scream room
Maybe I'm out of touch, but how can front-running lose money?
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Re: Stock scream room
I wonder if gambling were legal, stock volatility would decrease
Re: Stock scream room
"Trump threatens government shutdown in September if no funding for wall"
This might be the "bullet in the head" during a seasonally weak time for stocks at the end of a by then 9.5 year run.
This might be the "bullet in the head" during a seasonally weak time for stocks at the end of a by then 9.5 year run.
Re: Stock scream room
The funny thing about these articles on predicting stock market performance is that they go entirely by trend lines, ratios etc...which are great ways of describing what happened after the fact. I found it hilarious that an article referring to the stock market drop of 2009 can manage to completely ignore the actual reason why it happened, as opposed to the valuation & trend line explanation.
I thought Harry Browne described this very well: the market is the sum total of millions of individual actions, responding to a set of circumstances that is unique to any given time period and will never recur in the same way again.
I thought Harry Browne described this very well: the market is the sum total of millions of individual actions, responding to a set of circumstances that is unique to any given time period and will never recur in the same way again.
Re: Stock scream room
I like this one.sophie wrote:the market is the sum total of millions of individual actions, responding to a set of circumstances that is unique to any given time period and will never recur in the same way again.
Also, another one I like, but forget the source (and I'm paraphrasing)..
"The past doesn't repeat itself, but it rhymes."
Don't agree with me too strongly or I'm going to change my mind