The Market 2022-2023-2024

NMCard

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Open more Taco Bell franchises?
According to the President, US LNG has an important role to play on the export market for many years to come. Maybe some longer term investments to be made. I moved a few things around mostly to the players that operate here in NM. We will see how serious it all is if these liquefaction plants go through permitting.
 

dscher

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You just know Cramer has another Bear Stearns-like call in him right before any major top...
 

dscher

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Information posted today from Tom McClellan on my account membership..

BIG divergence in that relationship.
 
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You just know Cramer has another Bear Stearns-like call in him right before any major top...
There seems to be a lot of doubt in this rally. It could be extended or aided by resolution of Ukraine. But the realities of inflation, supply pressures, and pending deglobalization point to a deeper recession on the horizon.
 

dscher

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There seems to be a lot of doubt in this rally. It could be extended or aided by resolution of Ukraine. But the realities of inflation, supply pressures, and pending deglobalization point to a deeper recession on the horizon.
Bear market rallies are known for their vicious movement to the upside.. I can't get the movement I'm seeing in the credit markets across the board out of my head. It feels like this equity bounce was a product of that movement of money out of those products. After all, the big money/institutions can't just hang out in dollars.
 
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Bear market rallies are known for their vicious movement to the upside.. I can't get the movement I'm seeing in the credit markets across the board out of my head. It feels like this equity bounce was a product of that movement of money out of those products. After all, the big money/institutions can't just hang out in dollars.
Yeah. I think you posted something similar.
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Another big sell off or two with lower lows will break some of the buy the dippers.
 

dscher

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Another development to keep an eye on over time. A dangerous area of the marketplace that can really create a feedback loop of losses if significant lows are triggered to the downside.
 

dscher

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That's odd, I keep hearing reports that households are still flush with cash.
Me too.

Hey...at least the talking heads are talking about the yield curve inversion. Honestly, if you pay attention, they give the average investor plenty of info to see signs of trouble at tops. I've seen plenty even on good ole CNBC. Melissa Lee just said that they are getting blown up on Twitter for being "too negative". Unreal. Can't even blame the MSM. The bigger issue IMO is the psychology of the average investor.
 

elindholm

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My reaction when MO is my only holding in the green today.

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Yeah, after a huge Wednesday surge, OPEN finished down for the week, as I knew it would. The advantages of being spread thin. Best for me today was ORA, which does geothermal.
 
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I didn't realize the 2 and 10 year inverted briefly today. That must've been what sent the market tumbling after what was initially a mildly down day.
 

dscher

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I didn't realize the 2 and 10 year inverted briefly today. That must've been what sent the market tumbling after what was initially a mildly down day.

Good look at the yields across the board.. the 3 month looks like the next move to the upside. The 2/10 will mostly lead the 3mo/10 going back decades according to my research. So either we'll get a spiking 3 month, or a falling 10 yr....or both. IMO.
 
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dscher

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Transports down 4.5%? Talk about bifurcated market action today..
 
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Musk takes a 9.2% stake in Twitter (TWTR). Interesting considering his recent comments.
 

elindholm

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Surprising rally in growth today. Among my holdings, U, OPEN, KNBE, and EMQQ are all up 5%+.
 
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