/biz/ - Business & Finance

>Jerome "it' seasonality" Powell
I hope this fucking cunt will apologize, like Yellen did" when he'll realize this first 3 month inflation are not seasonal. The other Fed members are much more clairvoyant about the actual state of inflation.
Why Powell is so blind and so dovish is beyond me

>GME shareholders right now

TOTAL WAGE SPIRAL INFLATION

>>57453372
>>57452942
Because Evergrande is IN FACT a somethingburger, just because mainland has to comment on the ruling of HK to show oversee investors that their investment are safeguarded under a stable jurisdiction. If Xi wants to """open up""" then he has to show he actually care about foreign investors. So 2 scenarios:
>Xi deny the ruling
You can say goodbye to confidence to any investment in China
>Xi accept the ruling
The liquidator will see whatever they can, including securities, which will tank the market
In both case the market tanks

>>56808839
I can't wait for the new guidance for Q1 2024. It's gonna be funny with the chinks still not buying phones and the consooomer being tapped out and CC maxxxed.

>>56075293
We are seeing contraction for the lower pathetic classes which are being severely shr3kt by the inflation and high rates. The upper middle classes and above are massively benefiting from the high inflation. And the lower classes don't matter.
Most large cap and above is still largely running on their ZIRP loans and/or have loans with very long maturity times.
I just cannot believe in the contraction meme when I see everyone doing so well

I’m gonna kick the TA guys’ asses who said spy “needs to pull back to $447 for more liquidity to reach higher”

>>55425945
>>55425956
Where is the Semifag anon who told us MU earning would tank the semi, then the NVDA earning would rally?? I want this guy here to apologize.
That being said, MU earning were still shit, and market did pump again on shit news. I honestly also thought they'd get rekt as they don't get as much AI exposure as other chip fabs, and shouldn't be it for AI, their CEO couldn't have called this "The Bottom"
MU is known for their conservative and quality guidance, so now I'm wondering how much shit is going on under the hood.
It's realistic to think that AI chip will create some revenue, but I really don't think this growth is valid for everyone in the sector and I don't think it's going to last forever. Once you get your nice shiny AI server, then you have to come with a proper model and then with a business model.
And where is the China factor in all of that? the guy literally said "significant headwind", and nobody cares. Fucking nice market we got here
You'll be sure in the next weeks or so when we'll see some red days, it's gonna be "concerns on china restriction" or "growth slower than expected"
I'm fucking mad
If any of you guys are Semifags, I'll read your take

Aaaaaaaaaaaah ffs metals are again taking a beating. Can China stop FUDing my metals? Fugg dis. I ain't looking on my miners for at least a good year. Gold is also falling and probably gonna go down to 1700 again. Fugg these shiny rocks

For europe, now it's the question to either saving the economy, or saving the politics. Can't save both at the same time without having people in the street starting burning things around

Really, what need this fucked up market to tank?

how is the FTSE so strong? is it because it's undervalued? or is it because the BoE is actually in charge of directing the country?
All the bongs I talked with were pretty pessimistic about their situation

cat market general

Why are there 4 /smg/s in the catlög?

Can anyone of you help me on the new withholding tax on ptp effective since 1 January?
>Non US fag
>used to trade US leverage product like SVIX, UCO, BOIL and whatnot
>today I wanted to buy some of these tickers
>pop appears "ask for ptp trading permission
>check the rules on ptp
>fucking 10% on the absolute value traded
what the fuck guys, how the hell am I supposed to make profit now?
Is there a way to get back the jewish withholding tax as a foreigner?
https://ibkr.info/node/4706

>natgas

>the 15 minute and 1 hour pee pee crossed the 4 hour poopoo on natgas

maybe today has more in stock for natgas bulls

>>53194178
I agree with you a whole lot, but where I'm doubtful, is the market being this rational. I really wish I could base all my trades on rationality, but I learned the hard way, it's not that easy. Let's see on this one. I'm also in yang since a few days, but my hopes a fading...

>>52693499
Dude, honestly I'm admiring your consistency in your prediction so far, especially your flip from yang gang full china bear to full china bull.
While I understand the china rally so far, what I'm skeptic is its sustainability.
Ok china reopen, but we're not even in winter yet, so It can get really bad (and I've been in Shanghai in January, nightclub and all that).
Second things is the US have been shorting chinks stock since the beginning of the year. I don't see why their attitude toward chinks stocks would change. they're still trading like shitcoin. The PE's are going through the roof again.
Also we're not even in winter yet, so I can imagine the case shooting through the roof in two months lol
in addition of all of that the macro are still way worse than 2021. How the hell would we be going full blown ath when the environment is not even here?

Why is chyna going donw? JD beat, indicating the average chink consumer still consoom during lockdown. why are the market makers not happy about it?