/biz/ - Business & Finance

Stop reading Zerohedge.

>>17343331
>Steve Eisman from "The Big Short" was short TESLA and the Deutsche Bank October 15th last year
KWAB

>>17343331
Another demoralizing thread by the kikes.

Fuck off you retarded piece of shit. The economy's doing great and your doomsaying isn't going to change shit.

Stop trying to subvert young men with your kike propaganda you degenerate subhuman

sage

>>17343331
FED is going to impliment a standing REPO facility, Trump is fleshing out a bill that will allow citizens to invest tax free into stock markets.

They are not going to let this bubble pop son, only a massive catalyst could do it. Recession is not coming, hyperinflation IS.

Recession will happen only if you're all in. Please tell me that you're all in.

>>17343331
>finally get a job
>know it will all crash if i try to invest now
its all pointless isnt it bros? guess i'll just go all in some shitcoins

>>17343425
Same bro

>>17343335

this, i fell for it and bought fucking gold and silver. huge mistake.

If you look at the market, lots of things are overinflated. Just by the stock market alone.

Wages are stagnant but spending seems to continue enough to the point where I think more people are just spending on debt, elongating price support aka a price not falling and trading the short term for the long. The industry doesn't seem to be as rational as it used to be and I don't see things continuing this way for another 3-5 years. Unless immigration is halted entirely then I think the average American worker is in for a bad future. Employees do seem to be entering into self employment but the question is, is it enough to offset the massive amounts of debt being issued.

1/2

>>17343381
Martin, is this you?

>>17343463
The thing about fiat currencies is that as they are continually expanded in terms of numeric availability, they continually devalue, and there can essentially be no end in sight for how much it is devalued unless people stop trusting or using it (usually when it gets past the point of people having enough).

Looking at America as it is today, I think the income earners under 135$k per year don't have enough backbone or leverage, let alone unity to turn this ship around, and they're going to be paying for it with their futures.

The classes seem to be dividing more and more and I think it's a high probability that wealth is flowing up now, more than in the previous 100-200 years. The dollar is a leveraging too that is and was used to trade fractionalized units of value for things with real worth and real utility.

Summate all of this in with the fact that even more uneducated and/or dumb people are entering and actively engaging economies, this brings the average level of power down because they can seemingly no longer comprehend or understand what is actually happening to them. So even though there are likely some very useful geniuses etc on the lower end of income earners that could do great things for society, they are inhibited by the actions of those that are degratory, defeatist, and so on. It's a cumulative lowering of power and that makes things even easier yet for those that already have power and wealth.

2/2

>>17343425
>>17343427

>Short TSLA for a year

Ouch. He must be in or near the red at this point.It's an irrationally amazing meme stock.

>>17343441
The OG shitcoins. Try and find someone to unload your bags on. Most crypto is shit too. Take the equities and real estate pill.

>>17343441
just hold wait another 15-20 years :^)

>>17343374
Profits were great pre 2007Q2 crash too. They levered up so much they didn't know what losing meant, and thought they were actually smart for doing so.

>>17343381
This is likely. Consider leveraging and accumulating strong relationships, PMs, necessary hedges (guns are a form of hedge), and so on.

Trump loves debt and the government seems to as well.

It seems that a lot of the name of the game is to utilize the TVM as much as possible, lever up on debt, and continue a transfer of actual wealth and actual assets (cash is only a short term asset in the span of 1000 years due to it's likelihood of crashing, continued devaluation, etc.)

I think they want to run this race as long as they can and don't care who dies in the process. A den of wolves.

>>17343381
I agree. I think Tesla and the FAANG stocks are pumped sky high specifically to keep normies' eyes away from crypto.

>>17343553
tbqh imho they couldn't care less about crypto since as the (((System))) stands and operates right now they could potentially conjure up enough currency and exchange it into crypto till they literally would own it all

>>17343568
continued:
just like central banks - which are all interlinked - are basically doing with gold already. they don't buy it en masse because of muh new gold standard or muh trump bringing down the central bank or whatever the YT channels try to shill at you...
the central banks are buying and hording gold en masse for two simple reasons
>because they can
and
>so you don't own it
what they, the central bank, are basically doing is eradicading gold from public consciousness
but not because they fear it; just because no one else shall have it

>>17343381
>>17343476
>>17343540
>>17343553
Also, forgot to add, FED is looking to extend REPO operations DIRECTLY to hedge funds. I don’t think people are comprehending how absurd this is.

FAANG stocks are pumping because of the aformentioned things. Money is almost free with rates this low and these low rates mean that investors need to take on much higher risk to generate returns, pumping these stocks. We are clearly in a late stage bullmarket, but instead of letting it pop, they are increasingly juicing the markets.

>>17343478
i didnt read anything you wrote kek

I think it's worth noting that delinquency rates are near or better than 2006-2007 pre crisis. The messed up part is, the banks own and control the system, so they make the rules, they determine the losers basically. They ARE realistically the ones that want to extract wealth from people. So to play in that system and to utilize it is a bit risky. Granted everything has risk but, I think the term here should be that the house was and is hedging itself in at the expense of other people. They threw morals out a long time ago, and their war is upon the people that they extract wealth from. They are predators in this sense.

Back to the delinquency rates, this tells us that enough cash is being flowed, supposedly, to cover the loans, but if debt is increasing, and actual wealth on the main lower producers/workers is stagnant or technically decreasing, this still points to debt being used as leverage, which means that more money has to be continually printed and the dollar eventually hyperinflated to cover the debts. It's a losing game for the people on the lower end of things. Crazy but now I see why people think the system is a bit rigged. It's because it is!

>>17343568
This is retarded. If they own it all which would require ppl to sell would validate crypto. If they own it all; during the buying process, as the supply and demand takes effect; people would catch and realize that selling will give you USD which the government in turn is acknowledging is useless.

>>17343889
What exactly is the argument here?

>>17343331
Didn't the yield curve go flat recently?

>>17343943
Almost. Some yields don't even outpace inflation.

>>17343943
Depending on which yields you compare various yield curves inverted last year. Historically inversions can be months to up to 3 years before an actual recession.

Blue is the number of listed companies, yellow; market cap.

We can ride the wave for so long but 30 years from now we could be looking at a very desolate place.

Wtf am I supposed to do with my money?
Stocks? Gold? Hold it (but inflation?))???

Been hearing recession forever, got memed into silver at $14 by retarded metalfags, but good thing I didn't put much into it.

>>17343331
>pboc pumping trillions of yuan
>fed res repo hundreds of billions of usd
>ecb saying whatever it takes as long as it takes
>>smoothbrain Sooners saying recession

Do you faggots even know what you’re saying? Literally, do you know even the meaning and definition of recession?

>>17343637
Wait repo operations for hedge funds? So hedge funds that are too risky to get cash from banks can just go to the FED?

>>17343331
If it goes down, I'm not selling anything.
I'll convert my bond holdings to cash and buy on the cheap.

Why would I want to sell good companies that will pay me for life?

>>17344055
Stay low on cash but leverage into material assets/wealth. Learn to develop mutually beneficial relationships and hedge yourself when necessary. People who complain about PMs not being of value don't seem to grasp basic economic concepts.

What you want to seek is a spiritual, social, and material safety net.

>flattening
we hit a new all time high today FAGGOT

>>17343425
>>17343427
>>17343494
Don't fall for the doomer pill! Buy the stock market, if Trump wins, which it looks like he's going to, the market is going to go through the fucking roof. And even if it doesn't you're a fucking tard for sitting on cash.
https://awealthofcommonsense.com/2014/02/worlds-worst-market-timer/

>>17344110
You're talking to a shill piece of shit, don't listen to him. The market is up because Trump knows how to run an economy. This fuck is peddling Russia-hacked-the-election tier Trump fud to you and you're not only falling for it like a fucking chump, you're going to miss out on the golden bull run because of it.

Recession is a bullshit term.

America will just be a second world country after prices readjust. Just look at the demographics and where they are heading. The dollar will be worth as much as one peso. This is what happens when you flood your country with beaners. You become Mexico.

Valuations on the whole are not inflated in US

The cream of the crop per se (FAAMNG stocks etc) and memes like TSLA are extremely overvalued and skew the measure to the high side.

If you remove these from the equation valuations don't look nearly as inflated as people make it out.

>>17344231
The fed has been injecting ridiculous amounts of money into the economy without acknowledging it explicitly, I don't see how that's Trump fud. What you're saying doesn't make coherent sense, if the guy I'm replying to is right and the fed is going to inject cash into hedge funds then that's super fucking bullish. How is he fuding the bull run when he's saying expansionary policy will accelerate?

>>17344304
I'm saying it's more bullish if the market is based on corporate earnings instead of fed conspiracy theory bullshit. But whatever, as long as you're buying I guess it doesn't really fucking matter if you're doing it for an idiotic reason.

>>17344231
Inarticulate inflammatory speech with no support or evidence. Explains itself.

>>17344110

I don't necessarily disagree with his point of high valuations for FAAMNG but that's not how the repo market works and his comment on the Fed doing work in the repo market is misleading

>>17343374
New paradigm

>>17344362
I bet you were there on election day frothing at the mouth about how Trump was going to crash the economy. Anyone who is fucking stupid enough to listen to idiots like you after 3 years of you being shown to be the fools you are deserves to lose money.

>>17344344
Yes, and I'm saying that what you're saying doesn't make sense. If the repo market extended to hedge funds the economy would be significantly more bullish than it already is and would reach a much higher ATH than it otherwise will before the business cycle turns. What is your logic that doing this will somehow lead to less growth?

>fed conspiracy theory bullshit
What the fuck are you talking about retard? This isn't a "conspiracy theory", anyone who follows the repo market at all knows it's been crazy the past few months.
https://www.wsj.com/articles/fed-adds-just-over-90-billion-in-temporary-money-to-markets-11579619605
There's clearly something going on that they see in the economy that is spooking them.

>>17343478

the identity politics makes it so much harder for the lower classes to organize, especially with blacks, latinos, asians, whites, and low level liberal jews all vying for power.

>>17344410
Yeah I don't think hedge funds have some kind of reserve requirement do they?

>>17343529
B-b-but I want it to go down so I can stack some more after seeing it go up

>>17344429
I actually voted for Trump lol.
Still spouting derailing, inflammatory garbage. Your intentions are obvious Jew.

>>17344431

the problem with the repo market was and always has been a liquidity issue, not a matter of willingness to lend

i think he means less growth as in the growth will not be organic or based on fundamentals so yes technically he is wrong but you obviously know what he means

>>17344465
>voted for a kike lover
>calling others jews
fucking kek

this thread is full of fucking kikes

>>17344431
"spooking" It's just normal fed operations that don't mean shit. Lending to "too risky" hedge funds is obviously a bad idea. No weird fed shit is necessary to "juice" the markets. The economy is awesome because Trump has been blowing out globalist scum, not because of fancy fed shit. That is Putin-is-controlling-Trump type shit that you're falling for.
Unless you're the kind of idiot who believes that Russia shit, that is.

>>17344458
NO! You will pay my yearly fees for at least another decade!

>>17344453

hedge funds don't but the banks that (lend) to them do. I say lend because right now the big banks act as middlemen between hedge funds and money-market funds (or in this case, the Fed) willing to lend them money

since they have these requirements there may be a scenario in which they say "no I don't want to act as middleman" because they do not want to risk their cost of capital over a few measly overnight percentage points....

since 2008 the regulations and requirements for these banks have gotten tighter and stricter, so the potential for the above issue to happen is higher. The # of banks with the kind of size and willingness to lend in the market has also been consolidated.

so the Fed is considering not having the banks act as middlemen and instead lending directly through the clearing house so liquidity is not interrupted

now not saying there are no problems with this but the anon referenced it seemed was trying to say that these banks don't want to act as middlemen because they think the market will crash and that hedge funds wont be able to honor their part of the deal. This narrative is misleading

>>17344490
We're not talking about what's a "bad idea", we're talking about what would be more bullish. Injecting cash into risky hedge funds would certainly be more bullish than otherwise. That doesn't mean we'd have a healthier economy, that means we'd have more growth than we otherwise would. More bullish doesn't mean better, a market that's too bullish is bad. Now go be a logic-illterate boomer somewhere else, nobody gives a shit about your surface-level takes on political theater. Trump or Clinton, either way the kikes won.

Why is Toyota stock price $137 and stupid Tesla is over $900? How does it even make sense?

>>17344741

same reason BTC almost hit $20,000

>>17344778
BTC was first in it's tech and most sold. Tesla on the other hand didn't invent nothing new and doesn't sell as much as Toyota also quality is lower.

>>17344650
Doomer retards like this clown have always existed, listen to their sophomoric ramblings at your own risk

>>17344859

you are missing the point, none of what you said matters in this case

>>17344881

he raises a fair point regarding monetary stimulus even if the conclusions he reaches are debatable and you attack him with no knowledge

>>17344055
>crypto
>PMs
>dividend producing stocks in absolutely necessary industries like food, power, water, resource extraction (preferably diversified across the globe)
>if you've got the cash for it real estate

>>17344741
> “everything is war.” -sun tsu

Tesla is a military economic push to destabilize foreign car manufacturers, such as bmw, Honda, Toyota, who build superior quality cars than American cars such as ford and gm. American cars have been in decline since the 80s. Ford is a debt ridden boomer company who maintains its worth because of its dividend despite losing 70% of stock value. Previous government programs to boost American car manufacturers have failed, including cash for clunkers. When a pigeon loses the game, it throws over the board and vomits over everything to rewrite the rules. Americans are doing this with car manufacturing and the new global climate change economy. Otherwise, tesla fails at every point, including economy, value, quality, and sales.

>>17343335
this. we are in a massive bullrun and bears miss every opportunity.
> inb4 muh craaaaash
nobody says you shall not secure your portfolio.

>>17345119
shouldn't have shorted the stock

>>17343346
> short squeezed eisman
kek

>>17343381
> hyperinflation
no, but it wouldn't be something to worry much about if you are in stocks and can wait a few years.

>>17343403
bullshit

>>17343478
what people forget is that inflation isn't necessarily bad if it goes along with enhanced productivity and/or increasing values of a nation's exports.

>>17343331
we're good until after trump gets re-elected. after that he's not going to give a fuck what happens to the poor people and the niggers. he'll probably spend most of his second term playing golf at mar-a-lago.

>>17345119
So they are using american taxes to pump the stock value. I knew Mask a huge fraud.

>>17343425

Dollar cost average you doomer idiot