Investing General Discussion

Jysin

Bronze Baronet of the Realm
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Semis weak this morning. SNDK and MU down 7%

Citrini's Jukan says "in my view, it’s only a matter of time before Chinese manufacturers begin to significantly erode the consumer memory market share of established players"
 

Khane

Got something right about marriage
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INOD ripping again today. Feeling a lot less anxious than I was a month ago about this whole early retirement thing.
 

Dalren

Trakanon Raider
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SPCX not available on Fidelity.
I registered fidelity account this morning for it. It's not listed as SPCX in the IPO.
1780598800232.png
 

Haus

I am Big Balls!
<Gold Donor>
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OK. This has me asking questions this morning....



Can someone correct me if I'm wrong in the belief that stronger jobs markets, while inflation is still above target directly encourages the fed into a more restrictive stance (i.e. possible interest rate increases)?? Is that not where were at right now? And doesn't higher interest rates almost always lead into headwinds for the stock market?

I find it impossible that Trump doesn't know/believe this. Or am I just massively off base here?
 

Jysin

Bronze Baronet of the Realm
7,225
5,778
OK. This has me asking questions this morning....



Can someone correct me if I'm wrong in the belief that stronger jobs markets, while inflation is still above target directly encourages the fed into a more restrictive stance (i.e. possible interest rate increases)?? Is that not where were at right now? And doesn't higher interest rates almost always lead into headwinds for the stock market?

I find it impossible that Trump doesn't know/believe this. Or am I just massively off base here?

Your intuition is spot on. Strong jobs report coupled with the inflation risks gives Fed more room to tighten. This is why yields spiked on the print.

Trump is just in his own world, detached from fiscal reality.
 

Haus

I am Big Balls!
<Gold Donor>
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Your intuition is spot on. Strong jobs report coupled with the inflation risks gives Fed more room to tighten. This is why yields spiked on the print.

Trump is just in his own world, detached from fiscal reality.
I think it's that either he, or his people, have convinced him that the stock market is EVERYTHING in terms of the American economy. So now he has to make everything into something which should pump the markets. (i.e. "The Dow is at 50,000!!!!" memes)
 
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Jysin

Bronze Baronet of the Realm
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I am still dumbfounded how out of touch the administration is with joe average household. The exact same thing they (rightfully) held over the Biden administration. Pointing to stock markets at all time highs and claiming that all of America is strong and prosperous is ignorant at best and insulting to most. I believe the number is 40% of households own no stocks whatsoever, and even among those that do, a big portion hold minor positions in 401k's etc that make no real difference in their daily lives.