All things STOCKS

#12,228
#12,228
It's almost like the employment and PCE report from last week weren't terrible for the Fed pivot narrative. lol. I can't wait to see CPI.
 
#12,231
#12,231
Job openings down 1.1 million in August. Now that's exactly what the Fed wants to hear and is probably driving the rally.
 
#12,232
#12,232
FeO_JYmWQAcAl_-


Another big money put. These puts will make huge margins if CPI is still elevated next week.
 
#12,241
#12,241
So much of stock price movement right now is just speculation on what the Fed will do.

Not an ideal situation.
 
#12,242
#12,242
Morgan Stanley:

We should note that the “bottoming process” of a bear market can play out differently for bonds and stocks. Usually, in a policy-driven cyclical bear market, like the current one, stocks go through two phases: first, an adjustment of valuation multiples, which we believe we have seen, and next a downgrading of earnings, which is underway. Bonds, by contrast, typically have a more linear process, in which interest rates rapidly adjust to their ultimate destination. These dynamics suggest to us that bonds may be closer to a bottom than equities.

In this environment, we reiterate the potentially stronger risk/reward profile offered by short-duration, investment-grade bonds. Investors should consider locking in solid yields over the near term as we wait out the stock market’s roller coaster.
 
#12,243
#12,243
Thunder Good-Oil said:
In this environment, we reiterate the potentially stronger risk/reward profile offered by short-duration, investment-grade bonds. Investors should consider locking in solid yields over the near term as we wait out the stock market’s roller coaster.
Click to expand...
I just bought some one-month treasury bills today. First time I've done that.

Got me to thinking--the last time I think I bought a stand-alone government bond (not an etf or mutual fund) was back when I was a ute. Went to the bank and got a paper certificate.

Sure is a lot more convenient to invest today, once you have an account setup online. #Old
 
#12,245
#12,245
Thunder Good-Oil said:
Morgan Stanley:
In this environment, we reiterate the potentially stronger risk/reward profile offered by short-duration, investment-grade bonds. Investors should consider locking in solid yields over the near term as we wait out the stock market’s roller coaster.
Click to expand...

Interesting (and by that I mean totally wrong) take on bonds. If you claim they're bottoming, then you have to also claim that you want the most volatile bonds you can buy. However, what they really mean here is that bonds are for losers and you're going to want to jump right back in that stock market because, by golly, you're going to "beat the market". yessirree. That's what they're really saying.
 
#12,249
#12,249
Firebirdparts said:
Interesting (and by that I mean totally wrong) take on bonds. If you claim they're bottoming, then you have to also claim that you want the most volatile bonds you can buy. However, what they really mean here is that bonds are for losers and you're going to want to jump right back in that stock market because, by golly, you're going to "beat the market". yessirree. That's what they're really saying.
Click to expand...

Yes, they are saying that stocks have more to fall. So NEAR TERM bonds will work well in this environment. Not longer term bonds. Not all in on equities yet.
 
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