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  1. dscher

    Not Investment Advice

    Was it 85ish? Big yay. That thing is a falling knife right now and could get uglier IMO.
  2. dscher

    Valley Real Estate

    Not a bubble
  3. dscher

    Not Investment Advice

    I think we're all gonna be shocked at the amount of conglomeration thats going to occur like this over the coming decades..
  4. dscher

    Chiefs at Cardinals PS gameday thread 8-19-23

    Fantastic punting today I tell ya..
  5. dscher

    Not Investment Advice

    This...and they stop spending when the market goes the other way. Therefore helping to create a recession in the process.
  6. dscher

    Not Investment Advice

    This is a very key point that not many are paying close enough attention to IMO. The fed wants to crush inflation by crushing demand. The stock, bond, and property markets are big drivers of inflation in a consumer based economy. Hence, IMO, the fed is basically saying the markets need to pull...
  7. dscher

    Not Investment Advice

    Oof. Burry must be on to something... https://markets.businessinsider.com/news/stocks/kevin-oleary-michael-burry-sp500-nasdaq-big-short-stock-market-2023-8
  8. dscher

    The Inflation Thread.

    The Airbnb bubble is going to be quite the debacle when it's pops IMO.
  9. dscher

    The Inflation Thread.

    Coming...and if we sniff the territory of what's happening in China right now. It's deflation. I've been warning about 90s Japan for awhile now... It's not a doomer perspective. Just eerie similarities of their economic demise to ours towards the end cycle of a consumer based economy. Strong...
  10. dscher

    The Inflation Thread.

    You don't lower inflation with more spending... That's all. You effectively create bubbles until they pop. This is the disinflation you are bragging about. I don't know how else to explain it, honestly.
  11. dscher

    The Inflation Thread.

    Agreed. I'll do that. While you examine your own biases behind your affiliations. Just remember. You can inflate your way into disinflation/deflation. That, is NOT healthy. But, I wouldn't expect the average person to understand that while increasing spending (IRA) you actually are just...
  12. dscher

    The Inflation Thread.

    Good call. I'm of the opinion that political puppets don't control the input/output of the global economy. They are simply reactionary like the rest of us. Just like the ding dongs on the right who blamed Biden for gas prices.. Biden and co did nothing to fix inflation.
  13. dscher

    The Inflation Thread.

    Time to fear the deflation monster instead... Yippee. *Debbie Downer alert
  14. dscher

    Not Investment Advice

    2008 Big short level betting.. he was off on his last call. See how this one pans out.
  15. dscher

    The Market 2022-2023-2024

    Uh oh semis..
  16. dscher

    When should the Dbacks fire Lovullo?

    We'll always have 2001.
  17. dscher

    ASU says running AC Units makes the valley hotter!

    Ahhh. I'm finally getting the hint as well after 30 years here...
  18. dscher

    ASU says running AC Units makes the valley hotter!

    Knowing about AC efficiency living in AZ should be something to absolutely nerd out on. Lol
  19. dscher

    Arizona Diamondbacks @ Minnesota Twins series thread. 08/04/23-08/06/23

    Epic meltdown. Even from a young team.
  20. dscher

    The Market 2022-2023-2024

    Fed still selling. Balance sheet now lower than March of this year. :oops: https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm
  21. dscher

    The Market 2022-2023-2024

    The bond market wasn't confirming most of this move in the Nasdaq and tech since the beginning of the year IMO. If treasuries continue selling off based on the trajectory and trend it's been on, then it could equate to significantly more ouch. Specifically the Nasdaq and big tech names out there.

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