Page 34 of 38

Re: Stock scream room

Posted: Tue Aug 07, 2018 9:50 am
by ochotona
All time high on SCHX, presumably S&P500 also.

Re: Stock scream room

Posted: Tue Aug 07, 2018 5:33 pm
by buddtholomew
Just reached 35.03% in PP equities with 55/45 SP500 and SCV. No other assets are out of tolerance but future contributions will go to Gold. Just haven’t decided whether to exchange from SCV or Cash.

Re: Stock scream room

Posted: Tue Aug 07, 2018 5:35 pm
by D1984
ochotona wrote:
Tue Aug 07, 2018 9:50 am
All time high on SCHX, presumably S&P500 also.

The S&P 500 PR (price only) is just below its January 26th 2018 high.

The S&P 500 TR did indeed hit a new all-time high (the January high was 5606 and today's close was just shy of 5635) so it makes sense that the ETF would hit an all-time high since it includes reinvested dividends as well.

Re: Stock scream room

Posted: Tue Aug 21, 2018 12:39 pm
by buddtholomew
Can someone theorize why SCV is outperforming even with a weaker USD? Isn’t the narrative a stronger USD is more competitive for the Domestic small company?

Re: Stock scream room

Posted: Tue Aug 21, 2018 3:54 pm
by Kbg
I'm not sure this observation really holds anymore.

- Big companies are pretty good at being global which lessens the currency impact

- It's not hard to be a small company and sell globally anymore

If I were to guess, it's a simple rotation into something that has been lagging for quite a while, meanwhile larger stocks are super pricey.

Re: Stock scream room

Posted: Wed Aug 22, 2018 12:34 am
by boglerdude
Business sentiment is good cuz Trump (deregulation). But who knows, speculative money flows around asset classes.

But is SCV cheap? SmallCap 600 Value ETF, PE = -25
https://www.etf.com/RZV

Re: Stock scream room

Posted: Wed Aug 22, 2018 8:16 am
by Kbg
As a broad generalized statement, nothing in the US market is cheap.

Re: Stock scream room

Posted: Thu Aug 23, 2018 11:46 pm
by ochotona
Politico -

Wall Street pros often talk about a potential relief rally if Trump departs the White House early.

The underlying economy would remain strong, and a hypothetical President Mike Pence would likely continue Trump’s policy of low taxes and fewer regulations without all the wild tweeting and investigations and persistent trade wars.

“I’m not sure the market would be all that upset by Trump being forced to leave,” said Jim Paulsen, chief investment strategist at the Leuthold Group. “Many Republicans might welcome it, and if Pence moves in, the basic low regulation, low tax nature of the presidency would be the same, only without the constant self-induced volatility, and maybe ‘trade wars' would diminish.”

Re: Stock scream room

Posted: Fri Aug 31, 2018 7:47 am
by ochotona
CNBC had some trader on two days ago who was projecting an upside of 3400-3500 on the SP500, and that would be the top of the rally from March 2009. 20% more... if true, another few years?

Re: Stock scream room

Posted: Fri Aug 31, 2018 2:09 pm
by dualstow
ochotona wrote:
Thu Aug 23, 2018 11:46 pm
a hypothetical President Mike Pence would likely continue Trump’s policy of low taxes and fewer regulations without all the wild tweeting and investigations and persistent trade wars.
Sounds good! I would welcome a hypothetical Mike Pence into the White House. The real one, I'm still a little leery of, heh heh.

Re: Stock scream room

Posted: Tue Sep 04, 2018 6:44 pm
by ochotona
ochotona wrote:
Fri Aug 31, 2018 7:47 am
CNBC had some trader on two days ago who was projecting an upside of 3400-3500 on the SP500, and that would be the top of the rally from March 2009. 20% more... if true, another few years?
OMG Credit Suisse just came out with a 3350 call for SP500 by end of 2019! Sounds like fun, but when this binch rolls over it will not be fun. Hussman is gonna have a stroke. Gartman, too.

Re: Stock scream room

Posted: Tue Sep 04, 2018 7:03 pm
by dualstow
Bring on the exuberance.