Where are all the threads and finger pointing about stock market? (1 Viewer)

[Slavister]

It's always dangerous to use "stock market" going down or up as an argument but so many people tend to do it. Not so many threads nowadays about stock market going back close to its highs, eh?

Stock market can remain irrational longer than you can remain solvent.

Even when market moves seem to make sense, it's not a great idea to use it in arguments, because the markets can just as easily change directions any time, with or without seemingly enough cause.

 

[craig]

It's always dangerous to use "stock market" going down or up as an argument but so many people tend to do it. Not so many threads nowadays about stock market going back close to its highs, eh?

Stock market can remain irrational longer than you can remain solvent.

Even when market moves seem to make sense, it's not a great idea to use it in arguments, because the markets can just as easily change directions any time, with or without seemingly enough cause.

When the market drops 20% when a crazy man says he is stopping global trade and it rebounds when he says never mind there is a very serious problem and we should be very afraid.

 

[Slavister]

When the market drops 20% when a crazy man says he is stopping global trade and it rebounds when he says never mind there is a very serious problem and we should be very afraid.

Yep. Last I checked we still have the new 10% tariffs for all countries and a lot of additional tariffs on many countries on top of that. The trade war against the world is not over. Supply chains HAVE been disrupted. Prices that changed and still will change are unlikely to simply drop. Risk of further back-and-forth is a lot more elevated than before. Etc...

But hey, market "thinks" we are just as well off as we were on Jan 1.

 

[iliveonramen]

I don't think it's a problem mentioning them. The markets tanked when Trump rolled out his tariffs.

The more he reverses, the more the market ticks back up to where it used to be. The markets were clear, Liberation Day tariffs were disastrous. The minute the bond markets started to show real issues he caved and markets rebounded a bit. After he caved on China, they've rebounded a bit more.

That was all self inflected and dramatic.

 

[lynnwinslow]

It's always dangerous to use "stock market" going down or up as an argument but so many people tend to do it. Not so many threads nowadays about stock market going back close to its highs, eh?

Stock market can remain irrational longer than you can remain solvent.

Even when market moves seem to make sense, it's not a great idea to use it in arguments, because the markets can just as easily change directions any time, with or without seemingly enough cause.

Trump is flooding the zone with shit - prescription drug prices! jets! tax breaks for corporations! white migrants! Is it any wonder that the stock market has taken a back seat?

 

[craig]

Trump is flooding the zone with shit - prescription drug prices! jets! tax breaks for corporations! white migrants! Is it any wonder that the stock market has taken a back seat?

Pump and dump.

 

[SNOWFLAKE]

Simple answer:

When the stock market is up during a Democratic administration it is no big deal
When the stock market is up during a Republican administration is it a sign of good fiscal policy

AND it the market is down during a Trump administration it is all about Globalists, but...........
When the market is up during a Trump administration, it shows he is a genius.

 

[craig]

Simple answer:

When the stock market is up during a Democratic administration it is no big deal
When the stock market is up during a Republican administration is it a sign of good fiscal policy

AND it the market is down during a Trump administration it is all about Globalists, but...........
When the market is up during a Trump administration, it shows he is a genius.

I disagree. This is pure market manipulation that has nothing to do with business fundamentals. It makes me afraid that the market is no longer rational.

 

[SNOWFLAKE]

I disagree. This is pure market manipulation that has nothing to do with business fundamentals. It makes me afraid that the market is no longer rational.

OH PLZ - recognize when I am mocking Rightwing thinking.

 

[iliveonramen]

I disagree. This is pure market manipulation that has nothing to do with business fundamentals. It makes me afraid that the market is no longer rational.

The markets have been irrational and frothy for awhile now.

The best performing "stock" the last 5 years is a company that doesn't really sell anything, it just buys another asset that has nothing backing it but numbers on the internet.

Tesla was prices as much as the next 10 care manufacturers in the world. Self driving had been promised for like 5 years. Now it's robots and AI.

Markets are completely detached from reality at this point. I know Keynes compared markets to a beauty contest but they are more beauty contest and less fundamentals that I ever remember.

 

[ElChupacabra]

It's always dangerous to use "stock market" going down or up as an argument but so many people tend to do it. Not so many threads nowadays about stock market going back close to its highs, eh?

That depends on why the stock market is going up or down. The recent loss of wealth was directly attributed to the tariff fiasco, so it's going to be a talking point in relation to the government. The upswing now is also in part due to the market's relief the tariff fiasco maybe coming to an end sometime soon. Stocks lost some ground in their rebound today in part due to UNH crappy earnings issues.

Stock market can remain irrational longer than you can remain solvent.

Even when market moves seem to make sense, it's not a great idea to use it in arguments, because the markets can just as easily change directions any time, with or without seemingly enough cause.

Again, that all depends on the reason it moves. Typically they're the result of issues with certain companies (like today) or world events impacting the futures of companies in a particular industry. When they're the result of the leader of a major economy's trade policy, then direct attribution for the decline or rise is reasonable.

 

[Cosmo]

Simple answer:

When the stock market is up during a Democratic administration it is no big deal
When the stock market is up during a Republican administration is it a sign of good fiscal policy

AND it the market is down during a Trump administration it is all about Globalists, but...........
When the market is up during a Trump administration, it shows he is a genius.

No, that's not what happened, but thanks for playing!

 

[dmpi]

I generally don't let politics drive my investments. Wall Street is not Main Street rather the stock market is an objective measure of corporate America's future profitability. As other has mentioned there's noise in stock prices because speculators are constantly buying and selling trying to outsmart each other. I consider the Fed statement, the stock market and the bond market as the three most unbiased viewpoints about the economy.
It's hard not to positive about US markets. The trillion dollar trade deficit is finally being dealt with in a positive productive manner. Government has shrunk and has become less obtrusive. With Trump's pro-business attitude boosting domestic supply inflation will be less in the hands of producers and more controlled by consumers.

 

[craig]

I generally don't let politics drive my investments. Wall Street is not Main Street rather the stock market is an objective measure of corporate America's future profitability. As other has mentioned there's noise in stock prices because speculators are constantly buying and selling trying to outsmart each other. I consider the Fed statement, the stock market and the bond market as the three most unbiased viewpoints about the economy.
It's hard not to positive about US markets. The trillion dollar trade deficit is finally being dealt with in a positive productive manner. Government has shrunk and has become less obtrusive. With Trump's pro-business attitude boosting domestic supply inflation will be less in the hands of producers and more controlled by consumers.

And that happened when?

 

[VanceMack]

The markets, like housing, and car costs, and food costs, and everything else...are due for a 'correction'. We operated at a relatively set economic level for decades. Then minimum wages started skyrocketing, government spending skyrocketed, inflation shot up, all the other costs increased because of COURSE its going to, and the stock market increased, and housing costs went even higher........

At some point we will need to reach a new stasis. Its unlikely wages will drop. Housing prices are going to come down somewhat but its unlikely that the housing costs will face another bubble. Manufactured goods will stabilize. We can anticipate there will be an increase in manufacturing jobs which will lead to some increases in new housing. The markets will likely find a stable place...a little higher, little lower...but it will eventually balance.

Just like it has for 9 decades.

 

[Airyaman]

It's always dangerous to use "stock market" going down or up as an argument but so many people tend to do it. Not so many threads nowadays about stock market going back close to its highs, eh?

Stock market can remain irrational longer than you can remain solvent.

Even when market moves seem to make sense, it's not a great idea to use it in arguments, because the markets can just as easily change directions any time, with or without seemingly enough cause.

Yes and no. That the president has used so much of his power to affect the stock market dramatically in days or even hours is something that we should not want to happen. We don't need a person in charge who creates volatility so often with no clear purpose other than chaos.

 

[craig]

The markets, like housing, and car costs, and food costs, and everything else...are due for a 'correction'. We operated at a relatively set economic level for decades. Then minimum wages started skyrocketing, government spending skyrocketed, inflation shot up, all the other costs increased because of COURSE its going to, and the stock market increased, and housing costs went even higher........

At some point we will need to reach a new stasis. Its unlikely wages will drop. Housing prices are going to come down somewhat but its unlikely that the housing costs will face another bubble. Manufactured goods will stabilize. We can anticipate there will be an increase in manufacturing jobs which will lead to some increases in new housing. The markets will likely find a stable place...a little higher, little lower...but it will eventually balance.

Just like it has for 9 decades.

I noticed you started time after the Great Depression but included 20% inflation after the Vietnam war, the dot com crash and the Great Recession.

 

[Queen Margo]

Yes and no. That the president has used so much of his power to affect the stock market dramatically in days or even hours is something that we should not want to happen. We don't need a person in charge who creates volatility so often with no clear purpose other than chaos.

It may not be "clear" to you but that does not mean Trump has no purpose other than chaos. The haters just don't want to believe it.

 

[Slavister]

That depends on why the stock market is going up or down. The recent loss of wealth was directly attributed to the tariff fiasco, so it's going to be a talking point in relation to the government. The upswing now is also in part due to the market's relief the tariff fiasco maybe coming to an end sometime soon. Stocks lost some ground in their rebound today in part due to UNH crappy earnings issues.

Quite often market move reasons are actually lot more hazy than the simple explanations we come up with or hear from talking heads. See post #3.

 

[craig]

It may not be "clear" to you but that does not mean Trump has no purpose other than chaos. The haters just don't want to believe it.

Are you saying his purpose is unknowable?

 

[Queen Margo]

Are you saying his purpose is unknowable?

No, that is what you are trying to say for me

 

[Gimmesometruth]

It may not be "clear" to you but that does not mean Trump has no purpose other than chaos. The haters just don't want to believe it.

Ok, so...is it clear to you what he is doing with the chaos? What is the purpose? It cannot be to cause US manufacturing because he is defunding Biden investments for manufacturing and not keeping his original tariffs in place that would have theoretically caused reshoring.....

No, that is what you are trying to say for me

I think we are waiting for you to explain it, this belief we find unfathomable.

 

[Airyaman]

It may not be "clear" to you but that does not mean Trump has no purpose other than chaos. The haters just don't want to believe it.

What's his purpose?

 

[ElChupacabra]

Quite often market move reasons are actually lot more hazy than the simple explanations we come up with or hear from talking heads. See post #3.

The recent market dips were not hazy at all and directly tied to the tariff fiasco. As for your example in post #3, much of the concern isn't around 10% tariffs on nations with small trade amounts with the US, but trade policy with China since many companies are manufacturing there, so what investors are concerned about are losses among retailers and the tech sector because the tariffs affect those margins.

 

[VySky]

I disagree. This is pure market manipulation that has nothing to do with business fundamentals. It makes me afraid that the market is no longer rational.

Wouldn't using the word concerned sound less silly than saying you're afraid?