Buffett has given up ...

Discussion in 'Trading' started by traider, Feb 15, 2020.

  1. ironchef

    ironchef

    It is the end that counts. We both printed money last year, for you it was skill, me luck. :p
     
    #31     Feb 16, 2020
  2. ironchef

    ironchef

    It is the end that counts. We both printed money last year, for you it was skill, me luck. :p
     
    #31     Feb 16, 2020
  3. gaussian

    gaussian

    Some parts of Europe have been trialing this. It's an interesting take on government sponsored housing because you take out a large loan and pay out significantly less. It's not entirely unheard of...though probably a terrible idea.

    This shouldn't effect housing prices. They would just adjust prices on houses up arbitrarily until the mortgage less the amount you're "getting paid back" due to NIRP is exactly the price they want on the loan.


    On your other points - I doubt there will be yield forever in the stock market. If this rocket ship keeps defying gravity the returns will tend to 0. The fed is running out of epinephrine injections to keep the market flying. Once they run out, everyone will realize the fed has been keeping the market alive with expensive medicine and bail out.
     
    #32     Feb 16, 2020
    nooby_mcnoob likes this.
  4. %%
    Don't know where that gentleman got future QQQ PE ratio of 75?? He maybe right; IBD founder taught low PE tends to mean a dud,go low er. ONE eliter trader was worried about a high PE in DOW/DIA, past 50 days...…. I pointed out to him, over several days if I remember right; its low on a 5 year PE average, + that's why DOW has such good downtrends some, LOW PE tends to go lower...……...…….........……....................................
     
    #33     Feb 16, 2020
  5. dozu888

    dozu888

    Folks. YOLO. yeah all good things end. But aapl $1000 that’s 200% away.

    no guts no virgins. Call the effing bank.
     
    #34     Feb 16, 2020
  6. I think interest rates have to distort this quite a bit though.

    The 10 year on 1/1/2000 was at 6% and 04/01/07 at 5%.

    It still feels to me that the dot com bubble has a higher valuation when you had a 6% alternative.
    I don't know how you would properly scale this to interest rates though. I would think there must be an econometric model though that has attempted this.

     
    #35     Feb 17, 2020
  7. Only thing I am really finding is this paper
    Warren Buffett Value Indicator vs. GDP Size ─ Is the Relationship Superlinear?
    https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2897317

    Buffet did say this at 2900 S&P in Jun 2019
    “I think stocks are ridiculously cheap if you believe ... that 3% on the 30-year bonds makes sense”..now at 2%.

    If Buffet is buying SPY you would have to think then he believes there is no value left but there is also no where else to go but equities.
     
    #36     Feb 17, 2020
  8. #37     Feb 17, 2020
  9. ironchef

    ironchef

    #38     Feb 17, 2020
  10. ninner

    ninner

    me too i started buying apple around 80....apple going alot higher with these low yields...30 year below 2 percent lol...multiples are going alot higher lol
     
    #39     Feb 22, 2020

  11. lol rly? Going a lot higher? lol you think so? lol
     
    #40     Feb 22, 2020