/biz/ - Business & Finance

>>58357573
>Inflation Edition
what part of

>Higher.
>For.
>Longer.

didn't you understand?

>>57646660
>every single etf ive found seems to do poorly
That is an accurate representation of most foreign market's performance relative to the US as priced in US dollars

>>57646660
>how do you even invest in foreign markets
For individual stocks? You need IBKR or foreign trading approval at your brokerage. For ETFs? The ones you're looking at are probably what's available.

With that said. Comprar EWW señor. La luna es solo el primer destinacion. El futuro no es la China, es la Mexico. NTVG (Nosotros Todos Van a Ganar).

>>56128483
Well anon one of two things will happen
Either it will stop inflation and we can leave interest rates at a permanently high plateu
Or it will not and we keep raising them

>>54843878
>>54843891
>>54844081
Where I completely disagree wit Jpow, is about the market efficiency hypothesis. It was also pushed by Lagarde several times, but it's all lies. He literally said margin will decrease with higher competition, but what companies will do, is once higher prices are accepted, they will keep the prices high and offload on the consumer. The ONLY one counterexample on that is Elon who tried to engage a price war, but was ultimately shrugged off by other automakers. So there you go: market efficiency doesn't work. The analogy to that is how the automotive industry pushed SUV in the markets. Nobody ever asked for SUV, yet automakers pushed it so hard to get fat margin that there was a point of "everybody's doing it" and that's where we are today.
That leads to the second point about the pivoot. Since there won't be a contraction of margin, the inflation will remain sticky under stable conditions. The only way to get a pivot, is to get an unstable market (i.e a crash) that would require swing in monetary policy tool. So if anyone tells you about a Pivot (JPM davis, etc), they're actually telling you shit's gonna crash

>>54813709
yea

>>54323014
>Trips decide what happens.
Euro goes to zero, dollar goes to infinity

>>54275455
>triage
the word you are looking for, anon, is "liquidation"

>>54060846
No way
liquidate 'em all baby

lol JOLT'd

are we gonna get our first circuit breaker?

>>53591684
Nope just the usual, jobs report was good and in clown market good news is bad because the fed will keep up with rape hikes so line go down.

>>53553942
Because KHC is over-leveraged (unless you meant to stockpile physical ketchup to avoid starvation), MCD/WMT will lose any profits to wage increases, and META is still a giant meme that one day of mumu euphoria can't fundamentally change

>>53375683
>the Fed is probably overshooting
I've heard this before enough times to be suspicious
Of course there are real impacts starting to be visible but for now it's in meme tech
Wish I'd beefed up my gold miner positions a little more in the post-invasion slump but I was too demoralized after ""buying the dip"" one too many times
As for bonds, I don't trust anything beyond a year or so duration regardless. Who knows what the fuck will happen right now.

>>52905200
As for the book, its called the Bond Book. You dont even need to read the book, just follow the Fed tard, with conviction from here forward.

>>52656799
A communist nation pumping while locking people inside so they can burn to death and sticking with covid zero policy. Print all they want but powpow will in the end send them back to the early 90's.

>>52557523
Lets fix that shall we?

>>52540142
We have tools.

>>52226159
The dollar tops when powpow pivots next summer.

Dont get too cocky mumu I'm not done yet

>>51672592
Not so fast, pal