Attention: Ken - you fading this rally too?

Discussion in 'Stocks' started by SoyUnGanador, Oct 17, 2022.

  1. Darc

    Darc

    The Girls in this Video would disagree with you

     
    #21     Oct 17, 2022
    beginner66 likes this.
  2. MKTrader

    MKTrader

    Ha! Wonder how much those online actresses charged? I'm guessing they were all from S. Asia and E. Europe.
     
    #22     Oct 17, 2022
    smallfil likes this.
  3. KCalhoun

    KCalhoun

    Market went Flat at lunchtime, zero strength from noon til close.... though futs up after-hours.
     
    #23     Oct 17, 2022
  4. KCalhoun

    KCalhoun

    It's all pink on the inside, baby. :D. At least I have ladies lol
     
    #24     Oct 17, 2022
    beginner66 and Darc like this.
  5. MKTrader

    MKTrader

    C'mon, man. Not questioning whether you have ladies, but I know a thing or two about internet marketing....pretty sure some service in the Phillipines and maybe Romania makes videos like that? I mean it's not nearly as dirty as the girls having to do porn...
     
    #25     Oct 17, 2022
  6. MKTrader

    MKTrader

    #26     Oct 17, 2022
  7. vanzandt

    vanzandt

    Ahhhhh.
    That might not have been the best move.
    Of course as I type that's easy for me to say with the futures green af, but I would have said the same thing earlier.

    In order for Powell to achieve a "soft landing", which I assume would be his goal and essentially put him in the race for one of the all time greats considering the macro-economic picture here... he's gonna have to, at some point, bench his ivory towered peers with the megaphones in his ears, and put his nose to the wind.

    So high prices as we see them now, they're not gonna change. But they don't have to for inflation to come down. If a box of Cheerios that cost $3.50 last year now costs $5.25, that sucks, but if it now stays at $5.25, the inflation rate goes to zero.

    That's what's gonna happen. Not zero of course, but the high prices will stop. They don't have to drop however for inflation to start retracting. That's my point.

    And there's one more thing.

    These companies like PG, SJM, GIS, TSN, Unilever... that are all heavily dependent on raw materials but who derive their top-line from the consumer... they're gonna kick ass in forthcoming quarters because they aren't going to lower their prices... but their input costs, and their freight, and every other damn thing aside from perhaps labor... is gonna drop.
    They'll be meeting the top line estimates.... but they'll be smoking the bottom line estimates.

    What's all that mean... ?
    A slow grind up as those eps's start trickling back into the quality tech players that will further enhance those consumer staple stalwarts' bottom lines.

    Sure there's stocks out there that are going to near zero, but America is alive and well, and Powell is not stupid. He's just walking a tightrope atm.. he'll do the right thing.
    Markets look ahead, and these "bear market rallies" might just be supplanted with "bull market pullbacks".
     
    Last edited: Oct 18, 2022
    #27     Oct 18, 2022
    cesfx, KCalhoun and Relentless like this.
  8. Relentless

    Relentless

    Good post VZ
     
    #28     Oct 18, 2022
    vanzandt likes this.
  9. vanzandt

    vanzandt

    i'm gonna delete the post script however.
    i do like the dude lol. its just sometimes....
     
    #29     Oct 18, 2022
  10. Darc

    Darc

    The Fed have maintained a very hawkish stance. Last week Fed Williams came out and said Interest Rates may be raised higher than Inflation and kept high until 2024. Another Fed member also came out last week saying destroying Inflation is the number one goal even at the expense of Employment.

    Soft landing is now less of a priority.
     
    #30     Oct 18, 2022