SiP Posted January 22 Report Share Posted January 22 positioning is streched for nasdaq but i guess we all know this (like biggest in the last decade or more) Link to comment Share on other sites More sharing options...
SiP Posted January 22 Report Share Posted January 22 US markets as the city's least ugly spinster on release. Money flock to Tech. Link to comment Share on other sites More sharing options...
WTF Posted January 22 Report Share Posted January 22 XOI saying something, but nobody is listening... Link to comment Share on other sites More sharing options...
DrStool Posted January 22 Author Report Share Posted January 22 Here we are at an initial moment of truth. Link to comment Share on other sites More sharing options...
BurntOnce Posted January 22 Report Share Posted January 22 the trump rally is over done. how much more can he deregulate, other than by shutting down the government all together. corporate taxes have already been reduced, and more tariffs on chiner cheapo imports is already priced in. Link to comment Share on other sites More sharing options...
SiP Posted January 22 Report Share Posted January 22 Market didn't priced in - back of goods inflation due to war - problem with supply chains - Taiwan war - collapse of China - renew of Ukraine war - populist movement in EU after EU elections (June 2024) I follow tech space and one thing still amaze me - they keep cutting the headcount. Google just announced layoffs, same in Switzerland (their hq). In Poland in h1 2023 Microsoft was laying of people, now again). So the earnings is delivered also on lower cost of operations. It's getting stretched. In terms of AI - the cost of processing is absurd. Most Of the services had to cost like 20-50 use at lease to cover the cost of computing. Most of the free AI apps will not fly. For sure semis are still the winner. Also I don't get at least one point. If there is so much risk associated with war, why oil stays flat? Shouldn't it reach at least 100 usd per barrel so energy stocks again are a bargain? Same for copper. If the whole world is going for war why copper stays flat? What metal do you need to make guns, trucks, tanks etc? The whole sector should go up. Link to comment Share on other sites More sharing options...
SiP Posted January 22 Report Share Posted January 22 BTW if I think about the world in 2024 we are in a mess. Link to comment Share on other sites More sharing options...
SiP Posted January 22 Report Share Posted January 22 @fxfox What about Germany, a good place to invest? Any recommend assets like discounted RE? Link to comment Share on other sites More sharing options...
DrStool Posted January 22 Author Report Share Posted January 22 Think of it this way. T-bills is money. Link to comment Share on other sites More sharing options...
SiP Posted January 22 Report Share Posted January 22 A lot of money on sideline? Link to comment Share on other sites More sharing options...
fxfox Posted January 22 Report Share Posted January 22 1 hour ago, SiP said: BTW if I think about the world in 2024 we are in a mess. The „Club of Rome“ said the same in 1974. Link to comment Share on other sites More sharing options...
fxfox Posted January 22 Report Share Posted January 22 1 hour ago, SiP said: @fxfox What about Germany, a good place to invest? Any recommend assets like discounted RE? As long as the Green Communists reign I wouldn‘t invest a penny into Germany. RE is just another asset class. I never understood all the drama about it. The returns are lousy over the decades. Just do what Bogle said and you will be far better off than with any RE investment. You have to have DEEP knowledge about any specific RE market. As a foreigner I would never invest in a RE market abroad. RE is to a large extend about tax laws and politics. Prices do not really fall in Germany. The RE market is frozen. Link to comment Share on other sites More sharing options...
fxfox Posted January 22 Report Share Posted January 22 22 minutes ago, SiP said: A lot of money on sideline? You will earn a rant from Doc about „money on the sideline“ for that! 😂 Link to comment Share on other sites More sharing options...
specie Posted January 22 Report Share Posted January 22 at least a tbill is an instrument backed by something FRNs are IOUss - I owe you something someday soon sonny Link to comment Share on other sites More sharing options...
SiP Posted January 22 Report Share Posted January 22 23 minutes ago, fxfox said: You will earn a rant from Doc about „money on the sideline“ for that! 😂 Definitly. Got warned several times 😂 Link to comment Share on other sites More sharing options...
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