P/E ratios look cheap?!? Yeah right....they are still historically above average, and earnings haven't fully been adjusted down. Take a look at...
Pricing going up doesn't necessarily mean earnings go up. Despite having a demand shock like we've never seen before, we're also having a supply...
Dozu - A simple question of opportunity cost. Would you rather hold a company with a 50 P/E that pays out a 100% dividend (i.e. a 2% ROI) where...
Ken - I happen to agree with you, but what are your thoughts on this latest rally? I've managed to protect most of my accounts during this...
Steve - We should have all learned this in the financial crisis. Gold has behaved very similarly to Oct '08 when it crashed along with the market...
Do you think interest rates can continue to stay as low as they are?
Lol - remember Ray Dalio saying cash is trash in late January?
If you think a 50 P/E is fair, good on you. That still doesn't change the fact that you are going to see bankruptcies skyrocket as debt-laden...
If inflation starts picking up, fed will finally have to raise interest rates and that will send housing prices down. But I agree.....if you can...
Gold, Anyone?
Please tell me how shipping won't be affected? Oil consumption is tanking around the country as people shelter in place. How do you think that gas...
That's very true. But let's be real - defaults aren't going to start piling up only one or two months after the disaster strikes. The US housing...
I think you're seeing a short term bump in sentiment. Look at all the things that have happened in the past few days. Italy's numbers are finally...
I don't think so.....Market Cap/GDP (Buffett Indicator), CAPE ratio were very high before this virus even hit. Add to that an absolutely insane...
Here's a thought - buy gold and short SPY as a hedge. If the economy does actually come back quickly, you're going to see rampant inflation (i.e....
No doubt.....but I don't think the heavy hitters will start hitting the buy button en masse until valuations become underpriced.......that's what...
Stock prices just got to fair valuation WITHOUT an earnings decline. It was historically overpriced!
I have to agree. I just don't think people fully grasp how much money is being lost in the economy right now. Even if there wasn't a coronavirus...
Really? I don't disagree that the unemployment numbers were priced in, but do we really think the market is going to recover by the end of the...
Guys - thanks for the pointers last week. Everything got executed as I (and you all) expected. Thankfully, Robinhood didn't liquidate one position...
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