All things STOCKS

#10,401
#10,401
walkenvol said:
Last time this happened we weren’t saddled with a huge national debt. I question if the Fed can raise interest rates to the levels of the 1980’s to combat inflation. At some point every tax dollar collected will be allocated to service the national debt
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The more immediate question is if inflation can be deflated without sparking a recession. The Fed executing a soft landing.
 
#10,402
#10,402
mrorange211 said:
I'm getting ready to buy into some ARK funds, specifically K and G. They have hit bottom or close, imo, and I do like their portfolio overall.
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I’ve been in K and F for a few weeks now. Didn’t catch them at their bottom, but close enough. X and G could hit at my current limit price, but W and Q might need to be adjusted up if I want to own them. I don’t have orders on for CTRU, IZRL, or PRNT.
 
#10,403
#10,403
They are just so severely down and their portfolios are stacked with companies that LT look fing great. Imma bite if we keep dipping next week.
 
#10,404
#10,404
Velo Vol said:
The more immediate question is if inflation can be deflated without sparking a recession. The Fed executing a soft landing.
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I don’t think they are really expecting to have that kind of finesse (just seems idiotic) but I certainly don’t work there. Lived through the Volcker years, ain’t skeeered.
 
#10,405
#10,405
I’ve always thought that Canada dollars and securities might be a safe place to store wealth. Massive natural resources. Massive commerce opportunities available just across the southern border. Relatively low population that won’t tax the healthcare system. Serious crime is well under control. Defense spending doesn’t need to be off the charts with the US outspending the rest of the world by a wide margin. But good ole socialism and government intrusion might be wrecking the dream.

Maybe Norway, Denmark, and Iceland are the safe places now.
 
#10,406
#10,406
Thunder Good-Oil said:
I’ve always thought that Canada dollars and securities might be a safe place to store wealth. Massive natural resources. Massive commerce opportunities available just across the southern border. Relatively low population that won’t tax the healthcare system. Serious crime is well under control. Defense spending doesn’t need to be off the charts with the US outspending the rest of the world by a wide margin. But good ole socialism and government intrusion might be wrecking the dream.

Maybe Norway, Denmark, and Iceland are the safe places now.
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All nice places to live. Fairly strict immigration laws. Not sure about investing. Iceland? Individual country etfs/funds?
US used to spend more on military than the next 10 counties combined. That includes China and Russia.
 
#10,407
#10,407
Go aeiou said:
All nice places to live. Fairly strict immigration laws. Not sure about investing. Iceland? Individual country etfs/funds?
US used to spend more on military than the next 10 counties combined. That includes China and Russia.
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Yes. ETFs are about the only way that I’d invest up around the Arctic Circle. Norway has a couple of company names, but one of the broad ETFs are more in my wheelhouse. They have that North Sea oil. Iceland is tiny. If I liked eating fish maybe I’d think strongly about moving there. Denmark has Greenland, so they have a nice footprint.

Much of Europe is being overrun with refugees from the **** hole countries. Maybe Australia and New Zealand are fairly safe economic sanctuaries, but they better hope that the United States doesn’t tire of trying to keep China somewhat behaving in that neighborhood.

Japan is an economic force, but lacks natural resources and I think that they are facing an aging workforce.

The more that I think about it, the better the USA looks. Making the younger Americans understand that capitalism isn’t a bad word would help. I still can’t believe that killing off the pipeline project while petro prices soar isn’t seen as a catastrophic policy by so many. Commerce works.
 
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#10,408
#10,408
I wish that there were more simple international options for investing. BlackRock offers the individual country iShares, but many are VERY thinly traded. NORW has $100 million market cap and it barely trades $100,000/day.
 
#10,409
#10,409
Thunder Good-Oil said:
The more that I think about it, the better the USA looks. Making the younger Americans understand that capitalism isn’t a bad word would help. I still can’t believe that killing off the pipeline project while petro prices soar isn’t seen as a catastrophic policy by so many. Commerce works.
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As long as there's enough immigration to keep the population relatively young.
 
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#10,410
#10,410
Velo Vol said:
As long as there's enough immigration to keep the population relatively young.
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The USA has a younger demo than pretty much every other country in the top 20 economies. Europe is old. Russia is old. Japan is old. China is facing a crisis without enough young workers to support their quickly aging population. Their one child policy is backfiring on them.

The USA also has an unmatched transportation system and the world’s best agriculture. The two oceans are moats that keep much of the world’s bad players away. It’s hard to not go 100% in on domestic investing. The $20+ trillion debt is my biggest concern. The political infighting is another problem and increasing crime is another. But look around the world, those things aren’t exclusive to the USA.
 
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#10,411
#10,411
Thunder Good-Oil said:
The USA has a younger demo than pretty much every other country in the top 20 economies. Europe is old. Russia is old. Japan is old. China is facing a crisis without enough young workers to support their quickly aging population. Their one child policy is backfiring on them.
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Yes, it's going to be a big problem in other countries, which is why I brought it up. 2.1 is regarded as the replacement rate.

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#10,415
#10,415
Yup. Obviously, hoping we remain at peace. But this does seem like a great buying opportunity presenting itself.
 
#10,421
#10,421
walkenvol said:
What’s the feeling on when the bleeding will stop?
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Sideways until the 2022 election results are clearer. With the left in control a lot of investors are worried about things like the Russian aggression. Raytheon is a good hedge with their missile defense system. Except for the ole buy on rumor, sell on news. But RTX makes a lot of money every time their missiles take out an aggressor’s missile. Not just the cost of that one, but the case to sell more.
 
#10,424
#10,424
Velo Vol said:
Who can say? I haven't seen what I'd call panic selling recently. It may or may not happen.
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Unless there's a major event, I envision the market selling sideways for a bit. Many of the nations around the world seem to preparing (or already have) to end COVID restrictions and transition from a pandemic to an epidemic. It may take a few months, but I think not having the unpredictability of COVID and it's restrictions will help stabilize the market. Also, in the US at least, it is tax season. And the retail investors are still playing the market. I think once these tax returns start hitting, you're going to see some buying action.
 
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