Speak Your Mind.
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it's only 7 p.m..........
going to sleep so early?
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G
There, fixed it for ya they're still up.
I must be a terrible parent allowing them to stay up so late whatever.
It's a summer weekend night, PLUS the one who causes the most trouble, and drama, who usually fights bedtime, and gets up after everyone else has lights out already put them self to bed a couple hours ago..... it's peaceful and quiet and the rest of us are enjoying it.
Though I think I hear a pillow and blanket calling for me now.
they're still up. I must be a terrible parent allowing them to stay up so late whatever.It's a summer weekend night, PLUS the one who causes the most trouble, and drama, who usually fights bedtime, and gets up after everyone else has lights out already put them self to bed a couple hours ago..... it's peaceful and quiet and the rest of us are enjoying it.
Though I think I hear a pillow and blanket calling for me now.
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the ccp desire to destroy America, they are set to recognize Afghanastan as son as therir lacky Joe Biden completes the destruction of the peaceful withdrawl President Trump set in motion.
Scripture tells of a time money will be thrown from windows, I always thought that was fiat currencies. Stock ownership may protect wealth, unless it is way too over extended, what is the average p/e ration now?
Scripture tells of a time money will be thrown from windows, I always thought that was fiat currencies. Stock ownership may protect wealth, unless it is way too over extended, what is the average p/e ration now?
There, fixed it for ya they're still up.
I must be a terrible parent allowing them to stay up so late whatever.
It's a summer weekend night, PLUS the one who causes the most trouble, and drama, who usually fights bedtime, and gets up after everyone else has lights out already put them self to bed a couple hours ago..... it's peaceful and quiet and the rest of us are enjoying it.
Though I think I hear a pillow and blanket calling for me now.
they're still up. I must be a terrible parent allowing them to stay up so late whatever.It's a summer weekend night, PLUS the one who causes the most trouble, and drama, who usually fights bedtime, and gets up after everyone else has lights out already put them self to bed a couple hours ago..... it's peaceful and quiet and the rest of us are enjoying it.
Though I think I hear a pillow and blanket calling for me now.
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The market is always forward looking.
It usually is less concerned about this quarter's profits but is highly concerned about next year's...
Come January there's not going to be much in the way of commercial construction. That whole segment of the market is dying.
That includes white envelope and warehouses and light to medium industrial use buildings.
Nothing is on the books here.
This matters because it takes two years to get it started.
Meaning that our economy and actually the whole world economy has shrunk. Yes, electronics is still booming and we will need those gizmos to communicate with...but the service sector of the economy is missing. From daycares to hot dog stands because of the home office.
So value stocks, utility stocks and value metals are going to rise.
Coffee is also ready for another run up.
As Covid continues with the Delta Variant we probably won't see the quarantines we have but just like that dock in China businesses will close temporarily because everyone is sick or in the hospital.
(Further exasperating supply chain interruptions)
Now when exactly all this happens? Or when will the Market react?
Usually by triple witching day or September/October.
Some of the Value stocks are already showing strength more than some growth stocks. (You would think that MU would as it's a value tech stock...but it is "out of favor" for whatever reason)
But companies like midstream oil/natural gas, Duke, or telecom (at&t Verizon) or silver/gold/platinum are going to do well.
Because when things get difficult the true money making stocks that pay dividends usually rise.
People want those dividends...I know that I do.
And I own JO (coffee futures) and ET (midstream pipeline stock)
Housing is going to have a "comeback" for those wanting a new car... because of the Presidential mandate for new EVs (half of new cars sold must be EVs) and people need to charge them overnight. Can't do that from an apartment complex. But residential construction stocks are going to be hit or miss.... some like LPX might be OK but CCS might be not as good a play.
Also look for the residential REITs to make gains on rentals as when the moratoriums eventually fall off...those people are going to need an apartment....an outrageously priced apartment.
It usually is less concerned about this quarter's profits but is highly concerned about next year's...
Come January there's not going to be much in the way of commercial construction. That whole segment of the market is dying.
That includes white envelope and warehouses and light to medium industrial use buildings.
Nothing is on the books here.
This matters because it takes two years to get it started.
Meaning that our economy and actually the whole world economy has shrunk. Yes, electronics is still booming and we will need those gizmos to communicate with...but the service sector of the economy is missing. From daycares to hot dog stands because of the home office.
So value stocks, utility stocks and value metals are going to rise.
Coffee is also ready for another run up.
As Covid continues with the Delta Variant we probably won't see the quarantines we have but just like that dock in China businesses will close temporarily because everyone is sick or in the hospital.
(Further exasperating supply chain interruptions)
Now when exactly all this happens? Or when will the Market react?
Usually by triple witching day or September/October.
Some of the Value stocks are already showing strength more than some growth stocks. (You would think that MU would as it's a value tech stock...but it is "out of favor" for whatever reason)
But companies like midstream oil/natural gas, Duke, or telecom (at&t Verizon) or silver/gold/platinum are going to do well.
Because when things get difficult the true money making stocks that pay dividends usually rise.
People want those dividends...I know that I do.
And I own JO (coffee futures) and ET (midstream pipeline stock)
Housing is going to have a "comeback" for those wanting a new car... because of the Presidential mandate for new EVs (half of new cars sold must be EVs) and people need to charge them overnight. Can't do that from an apartment complex. But residential construction stocks are going to be hit or miss.... some like LPX might be OK but CCS might be not as good a play.
Also look for the residential REITs to make gains on rentals as when the moratoriums eventually fall off...those people are going to need an apartment....an outrageously priced apartment.
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I thought I posted these donuts in here earlier. I don't know how they got to that other thread
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In my opinion, no one can look that far ahead with any sort of accuracy. We are in uncharted territory with the virus and the economy restarting. The restart has been very good for the market (obviously). Even the real estate market is at all-time highs, although it is because people are taking advantage of the low interest rates while they can. Not because there are a lot of people with lots of money to spend. I don't see any bottom falling out of anything in the near future. I saw the great recession coming about 4 years before the crash of 2007. I'm not saying I'm some kind of expert, but I did see it coming because I saw a lot of warning signs. I don't see any warning signs right now. Not even the inflation that everyone is talking about. But of course I could be wrong..
I understand what you are saying...
And I don't serve money as an end all be all of everything that is important in life. Our relationships with God and our fellow man are much more important than paper money, electronic money, or gold...
That being said...my predictions are based on some fairly basic economic principles. (I paid attention in economics classes...it was enjoyable to me to see how the economies worked and were measured)
I can explain it all but it would take a lot to do so and your eyes would glaze over long before you would get to the end.
The shortest answer I can give you is that because of the huge amount of money being pumped into the American economy (which has made interest rates fall) has artificially created the stock market boom. (It's a bubble about to pop)
This is about to backlash with core inflation and that creates a problem with labor costs. (Services are going to be extremely expensive)
It will eventually be overcome...but it's going to be a bit until the dust settles.
Now American inflation is going to be a "nothing" by comparison of other nation's inflation issues. So a ton of capital Flight to America is coming. (Exacerbating inflation)
When we begin seeing double digit inflation in the EU and pacific rim nations know that we're going to have some too. Higher interest rates are going to happen. A 9% mortgage rate is going to happen...
(I watched that happen before)
And I don't serve money as an end all be all of everything that is important in life. Our relationships with God and our fellow man are much more important than paper money, electronic money, or gold...
That being said...my predictions are based on some fairly basic economic principles. (I paid attention in economics classes...it was enjoyable to me to see how the economies worked and were measured)
I can explain it all but it would take a lot to do so and your eyes would glaze over long before you would get to the end.
The shortest answer I can give you is that because of the huge amount of money being pumped into the American economy (which has made interest rates fall) has artificially created the stock market boom. (It's a bubble about to pop)
This is about to backlash with core inflation and that creates a problem with labor costs. (Services are going to be extremely expensive)
It will eventually be overcome...but it's going to be a bit until the dust settles.
Now American inflation is going to be a "nothing" by comparison of other nation's inflation issues. So a ton of capital Flight to America is coming. (Exacerbating inflation)
When we begin seeing double digit inflation in the EU and pacific rim nations know that we're going to have some too. Higher interest rates are going to happen. A 9% mortgage rate is going to happen...
(I watched that happen before)
And where is @Magenta ?
She is kinda missing from this thread for a couple days now. I did find her in a theological thread in a discussion about some very complicated theological principles and I was truly impressed with her thoughts and defense of her position.
This thread is usually fairly light and not "brainiac" in most respects...and she is highly creative and talented in that respect...and when I saw that she was beyond the average in her discussion of theological principles...I'm just kinda impressed.
I'm odd in the diversity of topics I like to talk about... didn't think that there were many people that could like we do. (My wife can so I married her)
And she seems to be a rather pleasant person on top of that.
She is kinda missing from this thread for a couple days now. I did find her in a theological thread in a discussion about some very complicated theological principles and I was truly impressed with her thoughts and defense of her position.
This thread is usually fairly light and not "brainiac" in most respects...and she is highly creative and talented in that respect...and when I saw that she was beyond the average in her discussion of theological principles...I'm just kinda impressed.
I'm odd in the diversity of topics I like to talk about... didn't think that there were many people that could like we do. (My wife can so I married her)
And she seems to be a rather pleasant person on top of that.
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