/biz/ - Business & Finance

>>56962866
>>56962861
Oh yes I agree with you, son. The inflation ever since 2021 as a result of printing out 25% additional money supply has been one huge disaster. Because of a fuckin flu... ridiculous.
But that money printing and consequent huge increase in money supply is a blessing for the stock market which has to keep up, and that it has. You need some way to hedge against that and the stock market seems to be the best way to do that. As such, as you said FOMO and greed is driving the market.
And against such powerful forces, there ain't nothing you can do but watch as the market climbs higher and higher

>>56743791
Weird since I read that Saudis want to produce. Everyone wants to produce right now. And most of oil producers have stealthily produced. Also, the oil reserve "unexpectedly" increased.
>Durable goods orders plummeted unexpectedly by 5.4% m/m
Ehhhhh durable goods bros? Fuckin hell this is bullish as hell. Bullchads win yet again

>>56391482
I specifically remember so many people here telling me we are beyond fugged if yields go above 5% (for the 2Y) and that the market will collapse. The FED will just keep injecting liquidity so who even cares anymore?

I wonder what the bobo thesis will be now. Higher for longer doesn't work on mega/large caps which means that all the indices are gonna get carried to new highs. The FED won't hike and the dollar and yields are falling. And a potential escalation of the conflict is bullish. Seriously, what is the bobo thesis?

People here seem to hate on REITs but then many are doing very very well in this "high" rate environment like ARCC (Ares Capital Corporation). 10% divvies and actually positive stock trend unlike O for example.
Also why the heck is Pepsi taking such a huge pounding? No bounce, no nothing

>>55997829
He has always been a contradictory retard. Actually, the entire ECB is like this. They will say "it seems a pause is in order" and then in another week completely reverse and say "actually it seems the inflation is still too high and more rate hikes are necessary". What they say doesn't matter. They follow FED and that's it. Even if Europe had inflation of 10%+ (which many countries still do have), they would still follow FED. We europeans are just like that.
>>55997819
War is bullish, oil was a shock for producer prices (fueling inflation of course), gas is now higher than during the "war" (at least here in my fuckin Europoor country, like wtf?).
Pricing in happens rather quickly and it seems the market over-priced the negative effects of everything seeing as most of tech fell to completely insane low levels. MSFT fell to 250 despite great earnings and continued increased demand... and so on.
Expectations go a long way, m8. It's all rigged to make it look better. Just look at NVDA's expectations. They themselves said revenue is gonna be $12B+, yet the retarded experts expected $11B, thus making their $13B revenue look even better... why? It's all rigged man
>>55997847
I am personally a fan of cloves and apple cider vinegar.

Can EU start pumping? Wtf... US gigapumped on Friday but EU is around zero? I thought DAX would follow the US index but apparently no

>>55677707
>Inflation went up in Germany and Scandinavia
>Core inflation extremely high in Euro Zone
Yeah m8 let's just do the same thing as the FED. Let's not look at the data. Monkey see, monkey do. Fuck this fuckin continent.

>>55536313
>I love my children so I won't invest in big tech
Ehhhh what? My mother does exactly the opposite. Invest mainly in BIG TECH and she averages about 30-50% each year (maybe not last year though). Just by doing this, she is beating all the so called experts and fuckin gurus on Wall Street.
There is a bloody good reason big tech is the main driver of the american stock market.
But I still maintain that the core inflation hasn't been affected by the rates and Powell knows that. Therefore I think he will raise at least twice more so the yields will return above 5% once again