Stock scream room
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Re: Stock scream room
Re: Market cap to GDP
"Buffett's Favorite Market Cap To GDP Metric Is Useless"
https://seekingalpha.com/article/408096 ... ic-useless
"Buffett's Favorite Market Cap To GDP Metric Is Useless"
https://seekingalpha.com/article/408096 ... ic-useless
- dualstow
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Re: Stock scream room
Perfect chart, kriegs.
Funny, my friend quoted Buffet saying that at lunch today.
Funny, my friend quoted Buffet saying that at lunch today.
Re: Stock scream room
Selling off in Asia. Wednesday should be "interesting" in the USA. Maybe some volatility returns.
- Cortopassi
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Re: Stock scream room
I'll believe it when I see it. Might start out low, but slow ramp during the day to green/almost green has been the norm.
- Cortopassi
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Re: Stock scream room
Right on cue...
- buddtholomew
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Re: Stock scream room
Everyone can see the pattern...EU closing to US open. Question is whether this will continue and will you take action? I have as long as it's within established bands.
- Cortopassi
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Re: Stock scream room
Gosh, no, I don't take action until my bands are hit. These gyrations have become too predictable, which sort of means there's going to be a big fail of them in the not too distant future...
- buddtholomew
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Re: Stock scream room
Sure feels that way...good until it isnt...Cortopassi wrote:Gosh, no, I don't take action until my bands are hit. These gyrations have become too predictable, which sort of means there's going to be a big fail of them in the not too distant future...
Re: Stock scream room
When the last 52 week high email hit my phone, I sold some, I'm now also at 50%, which is the bare minimum I'd be able to tolerate if they just went up at 10% per year for years more to come. It's my minimum no regret level.dualstow wrote:I'm at 50% stocks, give or take, so I will be hurt by a stock crash, psychologically. On the other hand, I'm young enough that I should be wishing for stocks to get cheap.
Re: Stock scream room
I thought I was gutsy at about 35% stocks compared to others on this forum. I'm the timid one!
Don't agree with me too strongly or I'm going to change my mind
- dualstow
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Re: Stock scream room
I discovered last week that I’m really at 45% stocks, all told, and I don’t like it. Still, I don’t think I can bring myself to buy.
- Cortopassi
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Re: Stock scream room
I am at 35% as well and happy there...
Re: Stock scream room
If you are buy and holder, 25%-35% is just fine in this market.
- buddtholomew
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Re: Stock scream room
In PP at 30%, VP at 70%, combined 55% equities.
This party will end but not today
This party will end but not today
Re: Stock scream room
UBS has an upside target of 3300 for SP500 by end 2018. That's 27.7% higher. Mid case 2900, low case 2200.
- buddtholomew
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Re: Stock scream room
We think it will be between 2200 and 3300...wow, thanks for the narrow rangeochotona wrote:UBS has an upside target of 3300 for SP500 by end 2018. That's 27.7% higher. Mid case 2900, low case 2200.
Re: Stock scream room
Asia selling off right now. Samsung down 4% in the local Korean stock exchange.
- Cortopassi
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Re: Stock scream room
Just saying, it would be nice one day to see gold saved on a daily basis as much as the market is. Another rocket, meh. Tax reform, yea!
- buddtholomew
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Re: Stock scream room
The extra juice that SCV provides makes this a great day. AU outperformed as far as I am concerned given USD was stronger on the day relative to a basket of currencies (UUP).
But I agree...
But I agree...
Re: Stock scream room
New article from Schwab today
I Melt with You: Anatomy of a Market Melt Up
I Melt with You: Anatomy of a Market Melt Up
Re: Stock scream room
Sche emerging markets up 1.36%
- buddtholomew
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Re: Stock scream room
IJS + 1.6%
This is more than a melt up, but it sure looks like this will continue if buybacks remain strong. If the tax bill fails, we’re in for a nasty surprise.
This is more than a melt up, but it sure looks like this will continue if buybacks remain strong. If the tax bill fails, we’re in for a nasty surprise.
Re: Stock scream room
Schwab is trying to prepare clients for a bear market. It's pretty obvious from their client communications in the last few weeks.
- Kriegsspiel
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Re: Stock scream room
This pleases me. I sold all my non-PP stocks in my taxable account just before 2018 in order to buy real estate.
Re: Stock scream room
Congrats! (I also bought a home just before 2018.) Too bad residential real estate prices tend to be highly correlated with the stock marketKriegsspiel wrote:This pleases me. I sold all my non-PP stocks in my taxable account just before 2018 in order to buy real estate.
Real estate price movements tend to be dampened relative to those of the stock market, but on the other hand, most first-time home purchases are made with at least 5x leverage (assuming 20% down payment or less). Maybe it's a wash...