Equities Are Up

[tabs]

Originally Posted by Por_sha911

The sky is still falling.

The Soothsayer said to Caesar on the way to the Senate, ,"Beware of the Idea of March." Caesar replied, " The Ides of March are here and nothing has happened?" The Soothsayer then said, "But the Ides of March are not yet gone."

[RWebb]

so, tabs - what Int'l mutual fund types do you favor now?

[Clint Lando]

Originally Posted by tabs

The Soothsayer said to Caesar on the way to the Senate, ,"Beware of the Idea of March." Caesar replied, " The Ides of March are here and nothing has happened?" The Soothsayer then said, "But the Ides of March are not yet gone."

some day I'm right

[tabs]

Originally Posted by RWebb

so, tabs - what Int'l mutual fund types do you favor now?

I would stay with US Equities..it is the high ground in any flood. The world seems to think that as the USD and Bond markets have gained strength..Cash is flowing into the US.

[tabs]

Originally Posted by Clint Lando

some day I'm right

My above Missives are the stark reality of the situation unencumbered by any wishful thinking, bias, delusion, deceit, stupidity or pettifoggery. It is a clear assessment without any emotional attachments that some may subscribe to it. One may think that those who are dismayed to hear such a clear assessment are themselves living in one form of denial or another and can not handle the truth.

The pettifoggery that goes on over the above and related subjects really reflects the mindless informational level of monkeys chattering at each other in the trees..God help us all you wana Banana?

[Clint Lando]

[NoRush993/951]

Originally Posted by RWebb

so, tabs - what Int'l mutual fund types do you favor now?

Russian.

[NoRush993/951]

Originally Posted by tabs

People are willing to take low long term interest rates because they are decidedly pessimistic about long term economic performance. If there were more confidence rates would be higher as higher rates would have to be paid to attract money away from alternative investments.

The FED short term rate is the overnight lending rate to banks...and is set by the FED..to speed up or slow the flow of money.

The fact that there is an inversion belies the fact that the herd is more pessimistic economically and the FED is out of touch with that sentiment. The pressure is on the FED to lower rates to get in synch with global sentiment..

Tabs- Great insight on the confidence correlation to rates. That isn't printed often enough.
Confidence turn coming mid January '20. Should signal the rate upturn resumption.

[KFC911]

Originally Posted by Clint Lando

I'm beginning to enjoy yer posts....carry on .

[ckelly78z]

Originally Posted by NoRush993/951

Tabs- Great insight on the confidence correlation to rates. That isn't printed often enough.
Confidence turn coming mid January '20. Should signal the rate upturn resumption.

What makes you believe that a confidence turn will happen early next year ? Elections, tarriffs, political pedophile rings exposed ?

[KFC911]

He's got an early warning Tweet detector !

[cabmandone]

I'm wondering how big the drop will be when the FED announces it will not to lower rates.

[KFC911]

Everything the FED has done since Dec. 4th....it depends on that "end game".... imo.

My advice....buy pot....specifically ACB....cause I've driven the price down with my purchases

It's wonky-donkey....world-wide...who's gonna fart next....

[Shaun @ Tru6]

Ted, what's your crystal ball say about needing to raise the debt ceiling now because we may run out of money before congress comes back from recess?

[Sooner or later]

Originally Posted by Shaun @ Tru6

Ted, what's your crystal ball say about needing to raise the debt ceiling now because we may run out of money before congress comes back from recess?

You have to raise the debt ceiling. The bills are coming in on items or services we have already received.

Company A contracts with Tru 6 to coat $10,000 of product. You fulfill the order and ship to them and they put product to use.

You send them the bill and they refuse to pay.

We can easily qualify for and get a loan for payment.but if we do we will go over our self imposed debt limit. You will have to wait until we drop our debt before you get paid. But under current conditions we can't see that happening.

Question: How happy would you be?

[Shaun @ Tru6]

My question focused on Ted's thoughts on how the markets will react.

[Sooner or later]

Originally Posted by Shaun @ Tru6

My question focused on Ted's thoughts on how the markets will react.

Bonds would hate it. Defaulting on payments (non bonds) due. Bonds rates would climb. US credit rating could decline. Market would drop due to concerns on lower US credit rating.

It is not going to happen. It may have short term implications if no deal is done with time running short.

[Sooner or later]

We hit the limit earlier this hear. We are currently taking "extraordinary measures" to keep from going over. Early to mid Sept those "E M" will have run their course and other measures will take place. Loss of funding to National Parks, base commissary, those and other non essentials would be shut down or limited.

Short term little harm to bonds or stocks. Long term and a loss of faith creates problems.

[William930t]

I am wondering why the FED even wants to ease rates in our current phase of slow steady growth, the longest such period in market history. A future correction or recession is likely, so why not wait until indicators show lowering rates will truly help: hold your ammo.

[fintstone]

Originally Posted by William930t

I am wondering why the FED even wants to ease rates in our current phase of slow steady growth, the longest such period in market history. A future correction or recession is likely, so why not wait until indicators show lowering rates will truly help: hold your ammo.

Why would you not? Is there such a thing as too many people working and making better wages in relatively low inflation environment?

I guess anyone that already has a great job or has made plenty of money would prefer higher interst...as their main concern is to keep what they have growing at better than inflation rates without any risk. Obviously. those that have not want jobs, better wages and less expensive housing, cars, etc...and the opportunity for a good stick market return.

Of course a future recession is likely, they are somewhat cyclical, and we are overdue. OTOH, one could make the case that we were due a couple of years ago...and signs were pointing to that...before the economy came roaring back with the current higher GDP growth rates, jobs, higher salaries, manufacturing, etc. Lower interest rates help all those things.

They want to ease rates to where they were before they mistakenly raised them. Sounds like good policy to me.