Cow Moo-ney
OP
toomanyscammers
:
That’s right. But I think the market forgot that 8.6% is still high, and companies’ earnings will still get hurt. Interest rate needs to maintain at current level minimally or go slightly higher to further tame the inflation
toomanyscammers
Cow Moo-ney
OP
:
yes. but if u already knew things are bad and u expected worse but they didn't get so bad like what u Thot. wld u rejoice?
toomanyscammers
toomanyscammers
:
haha I'm not sure if this is the case too. but this is just my perception based on some analyst I've been following . u watched him before too. mr cpf guy.
101785677
toomanyscammers
:
earnings are bad. economic data are bad. the whole extreme bullishness in the current market is just based on some idea that the fed will make a uturn and start pumping again. yes the market doesn’t even care about having a working economy, they just want to print money. that’s the pathetic state of the current market when it’s flooded with uneducated teenagers
大富怡情
:
The market just needs a reason to keep pumping that’s it. That aside, this can still make sense. Just like passing by the same tree uphill vs downhill. Uphill you’re discouraged as you don’t know how much higher you’ll have to climb, but downhill you’re happy as you know it’s going to get easier from here (not to say that’s already the case but that’s the sentiment)
Cow Moo-ney
OP
toomanyscammers
:
I’m a little skeptical about this rally. My view is that it may not sustain given the inflation is still considerably high.
toomanyscammers
Shuseido
:
haha I rmb u mentioned something like this the prev time too ..haha. i think if u look at it fr the macroeconomists point of view...they have reasons explaining what's happening....
toomanyscammers
101785677
:
no la. I don't think pple are expecting the fed to throw money in again. it was precisely bcos of this money pumping that we have inflation now. so this is the last thing that shld happen. it'll take some time for inflation to come down of coz...just like it took some time for it to come up...two years since covid. but how do u noe if efforts are working....thru signs that inflation is dropping and that was what the report showed yest I believe....
toomanyscammers
Shuseido
:
well, there are good investors who also I believe analyse thru the macroeconomics news /logic and do well too. so I'll just take that route! I guess also the key is bcos these investors were all long term ones :) that's why in general, index funds go up long term :) haha and, I do believe that MMs also make their decisions based on mkt news:) if they Noe a certain mkt news will affect investor sentiments, their decisions may be affected too? so yep
101785677
toomanyscammers
:
actually many, especially the bullish retails, are expecting the fed to pump again. that’s why market drop on good data like low unemployment and fly on bad news because “fed will not crash the market”. ya we are in this inflation bs right now precisely because of the dumb money printing in usa but you realised that if you went long in 2020 on options and leverage when the unlimited printing started you will have so much gains you won’t care about a 100% inflation. This is what the young retails are looking for. Nobody wants to work anymore.
101785677 : retails are dumb. no choice
finfree55 : Market has short term memory.
toomanyscammers : it's cos this time the forecast was 8.7%. I believe this is why. it's abt beating missing expectations ..
Cow Moo-ney OP toomanyscammers : That’s right. But I think the market forgot that 8.6% is still high, and companies’ earnings will still get hurt. Interest rate needs to maintain at current level minimally or go slightly higher to further tame the inflation
toomanyscammers Cow Moo-ney OP : yes. but if u already knew things are bad and u expected worse but they didn't get so bad like what u Thot. wld u rejoice?
toomanyscammers toomanyscammers : haha I'm not sure if this is the case too. but this is just my perception based on some analyst I've been following . u watched him before too. mr cpf guy.
101785677 toomanyscammers : earnings are bad. economic data are bad. the whole extreme bullishness in the current market is just based on some idea that the fed will make a uturn and start pumping again. yes the market doesn’t even care about having a working economy, they just want to print money. that’s the pathetic state of the current market when it’s flooded with uneducated teenagers
大富怡情 : The market just needs a reason to keep pumping that’s it. That aside, this can still make sense. Just like passing by the same tree uphill vs downhill. Uphill you’re discouraged as you don’t know how much higher you’ll have to climb, but downhill you’re happy as you know it’s going to get easier from here (not to say that’s already the case but that’s the sentiment)
Cow Moo-ney OP toomanyscammers : I’m a little skeptical about this rally. My view is that it may not sustain given the inflation is still considerably high.
Shuseido : I already gave up trying to make sense out of the market.. lol..
Cow Moo-ney OP Shuseido :
toomanyscammers Shuseido : haha I rmb u mentioned something like this the prev time too ..haha. i think if u look at it fr the macroeconomists point of view...they have reasons explaining what's happening....
toomanyscammers 101785677 : no la. I don't think pple are expecting the fed to throw money in again. it was precisely bcos of this money pumping that we have inflation now. so this is the last thing that shld happen. it'll take some time for inflation to come down of coz...just like it took some time for it to come up...two years since covid. but how do u noe if efforts are working....thru signs that inflation is dropping and that was what the report showed yest I believe....
Shuseido toomanyscammers : More like those MM uses these news as excuse/reason to move the market up/down leh.. hahaha
Giovanni Ayala :
Cow Moo-ney OP Shuseido : Couldn’t agree more
Cow Moo-ney OP toomanyscammers : Agree
toomanyscammers Shuseido : well, there are good investors who also I believe analyse thru the macroeconomics news /logic and do well too. so I'll just take that route! I guess also the key is bcos these investors were all long term ones :) that's why in general, index funds go up long term :) haha and, I do believe that MMs also make their decisions based on mkt news:) if they Noe a certain mkt news will affect investor sentiments, their decisions may be affected too? so yep
101785677 toomanyscammers : actually many, especially the bullish retails, are expecting the fed to pump again. that’s why market drop on good data like low unemployment and fly on bad news because “fed will not crash the market”. ya we are in this inflation bs right now precisely because of the dumb money printing in usa but you realised that if you went long in 2020 on options and leverage when the unlimited printing started you will have so much gains you won’t care about a 100% inflation. This is what the young retails are looking for. Nobody wants to work anymore.
toomanyscammers 101785677 : lol I still want to work
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