Official Investing Thread

Discussion in 'The Mainboard' started by Joe Louis, Jul 12, 2010.

  1. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    seems Jpo was mostly worried about consumer expectations of inflation ticking up as they did for why they went 75 vs 50

     
    #27751 Lyrtch, Jun 15, 2022
    Last edited: Jun 15, 2022
  2. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    also inflation is still transitory, cores flat
     
  3. kinghill

    kinghill Cool American Flavour
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    *nods knowingly while not having a clue what any of these words mean, and buys more VTI*
     
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  4. dukebuckeye

    dukebuckeye I’m OK with your low opinion of me.
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    lol...same
     
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  5. construxboy

    construxboy xenForo is the new TMB
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    But that's Un-American!
     
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  6. Ty Webb

    Ty Webb Living rent free in Jigga's head
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    ^smartest man in this thread
     
  7. Roy

    Roy Well-Known Member
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    South Carolina Gamecocks

    Why the hell are y'all investing in VTI? Dabo has got the acc locked up for at least another 3-5 years.
     
  8. letan

    letan Just looking for the gator board
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    Real MadridJacksonville JaguarsFlorida GatorsTampa Bay Rays

    Ok enough of the bad news. Who wants to get rich?

     
  9. Chumbolone

    Chumbolone Wigglin’ my toes on a mink rug…
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  10. C A N E

    C A N E Let justice be done though the heavens fall
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    Futures stinky again
     
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  11. EdmondDantes

    EdmondDantes Both winner in league and apparently at life, haha
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  12. kinghill

    kinghill Cool American Flavour
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    red red red yesssss moreeeee

    where’s that sickos meme
     
  13. dukebuckeye

    dukebuckeye I’m OK with your low opinion of me.
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  14. Seavie

    Seavie Loading tweet...
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    Alabama Crimson Tide

    I need to start waiting until the day AFTER pay day to buy more shares. It happens seemingly every time. Market drops the next day.
     
  15. jcb-r

    jcb-r Back and better than ever
    Rutgers Scarlet KnightsNew York MetsBrooklyn NetsTennessee TitansNew Jersey Devils

    Bleed baby bleeeeeeeeeed.
     
  16. brolift

    brolift Well-Known Member
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    wen bear market rally.
     
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  17. billdozer

    billdozer Well-Known Member
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    It takes a day for mine to move into the Brokeragelink. Perfect timing for me.
     
  18. NothingIsOT

    NothingIsOT Prom pic
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  19. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

  20. FrankReynolds

    FrankReynolds Go Blue
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    With unemployment being near all time lows, it's hard to make the case we're in a recession. Until there's some dramatic change in the labor market it's hard to argue there's *currently* a recession.
     
  21. brolift

    brolift Well-Known Member
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    Employment rate is a lagging indicator.

    Tech hiring/firing leads unemployment rate a bit. You can see some self reported layoffs on www.layoffs.fyi
     
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  22. Whammy

    Whammy Look kids, Parliament!
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    Won’t continue our feud from the crypto thread, but just a warning Lyrtch is primarily relying on political ideology in his financial analysis. A recession would be bad for the midterms for his side and deal a perception blow to MMT (although not sure it should tbh), therefore there is no evidence until the actual GDP numbers come out.

    Im sure it’s probably apparent but fair warning
     
  23. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    Lmao
     
  24. soulfly

    soulfly Well-Known Member
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    :booger:
     
  25. Whammy

    Whammy Look kids, Parliament!
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    FWIW stopped investing two months ago and stockpiling cash…feels like the bad news won’t stop
     
  26. Whammy

    Whammy Look kids, Parliament!
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    :deerstandnotkneel:
     
  27. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    Luckily most this thread that participates regularly is open minded and makes good arguments with supporting evidence for why their conclusions are what they are

    Vs the crypto thread or drive by shitposts
     
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  28. Whammy

    Whammy Look kids, Parliament!
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    Haven’t participated much but have a Hedgeye pro sub and will share what I can. They’ve been really good
     
  29. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor



    should be pinned. also sad meme

     
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  30. brolift

    brolift Well-Known Member
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    Market makers are doing manipulation daily right before your eyes
     
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  31. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

  32. Frankie Carbone

    Frankie Carbone eh che se dice
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  33. Paddy Murphy

    Paddy Murphy Well-Known Member
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    Any conclusions you are drawing from this?
     
  34. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    i think low rate climates have led to really increased housing costs (clearly not the only factor) and it'll be interesting how higher rates impact that balance. miiiiiight make me think we could see some pricing declines vs just flattening of gains.
     
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  35. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    i can never tell who asks questions in good faith since my haters are many so I just treat everything as good faith and answer honestly even if it's not the case
     
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  36. kinghill

    kinghill Cool American Flavour
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    that mortgage rate chart dip in the blue in 2021 is when I refinanced to 2.75% cha-ching
     
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  37. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    i bought my spot at that same spot at 2.75

    spent 3 years looking but bit the bullet at in retrospect a very good time so far
     
    kinghill likes this.
  38. Chumbolone

    Chumbolone Wigglin’ my toes on a mink rug…
    Indiana HoosiersNotre Dame Fighting IrishChicago CubsIndianapolis Colts

     
  39. Ty Webb

    Ty Webb Living rent free in Jigga's head
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    That’s the right move itt outside of the crypto bros.
     
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  40. dukebuckeye

    dukebuckeye I’m OK with your low opinion of me.
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    3.25 babay
     
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  41. dukebuckeye

    dukebuckeye I’m OK with your low opinion of me.
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    Every time I stockpile cash I just end up dumping a large portion of it into the market. It’s hard to want to do it but now is going to prove to be a great buying time in five years.
     
  42. Whammy

    Whammy Look kids, Parliament!
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    Looking very hard at aping VOO and VGT, just waiting to pull the trigger
     
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  43. Whammy

    Whammy Look kids, Parliament!
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    Still renting…probably will be for a little while, want to keep some cash available in case we get some housing price relief and rates get cut again
     
  44. Arliden

    Arliden Well-Known Member
    Donor

    Id agree, the rate of change is really the most dramatic part. I posted this in the housing thread but the change in mortgage payment costs this year is insane. (As of last month it’s actually north of 42%)

    9438E311-EEDB-48DD-A552-6422DB90B242.png

    I’m going to be very interested to watch housing supply numbers over the course of the year, units under construction is pretty high but the new start numbers today were terrible. My base case is overall supply numbers will improve but who knows how it will actually play out.
     
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  45. BP

    BP Bout to Regulate.
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    samesies :respek:
     
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  46. THF

    THF BITE THE NUTS, THUMB IN THE ASS!
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    Not looking great so far.

    https://www.census.gov/construction/nrc/pdf/newresconst.pdf


    Housing Starts
    Privately‐owned housing starts in May were at a seasonally adjusted annual rate of 1,549,000. This is 14.4 percent (±8.9 percent) below the revised April estimate of 1,810,000 and is 3.5 percent (±10.7 percent)* below the May 2021 rate of 1,605,000. Single‐family housing starts in May were at a rate of 1,051,000; this is 9.2 percent (±11.0 percent)* below the revised April figure of 1,157,000. The May rate for units in buildings with five units or more was 469,000.
     
  47. AptosDuck

    AptosDuck Pedantic Hausfrau
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    My mortgage is 2.5% fixed
     
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  48. PaulKemp

    PaulKemp Well-Known Member
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    We bought back in 2018. With the ridiculously inflated value and rate hike, my mortgage would be near double what I pay to buy today. And it was dumb back then. Insanity
     
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  49. BP

    BP Bout to Regulate.
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  50. Arliden

    Arliden Well-Known Member
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