All things STOCKS

[05_never_again]

 

[05_never_again]

I don't think many people outside of healthcare workers who specialize in addiction or emergency medicine and law enforcement have any idea the magnitude of the problem.

It also disproportionately affects people who aren't wealthy, famous, or a member of a designated vanity or victim group. It probably has its biggest impact on rural and suburban, lower-middle to lower-income people in flyover country. It's like the missing persons case of a 55-year-old guy. Nobody cares.

 

[Thunder Good-Oil]

It’s going to fuel more exits from Cali. They’ll take their insurance settlements and move to Nashville turning it even more blue.

There’s going to be a building boom in Southern California. I have no idea which companies have large footprints in that area. Lowe’s? HD? Which home builders?

The mortgage companies that HOLD the mortgages might get a windfall by getting rid of legacy low interest loans. Wells Fargo used to write them AND keep them. They sold mine last year but I don’t know if that was an anomaly or a change in their business model. I would think that Wells is a big player on the west coast. Their corporate HQ is in San Francisco.

Insurance companies will take hits in the near term, but then use the claims to petition state insurance commissions to allow even more rate hikes. They’ll be good buys after they find bases. Might take a couple of years though.

 

[05_never_again]

It’s going to fuel more exits from Cali. They’ll take their insurance settlements and move to Nashville turning it even more blue.

There’s going to be a building boom in Southern California. I have no idea which companies have large footprints in that area. Lowe’s? HD? Which home builders?

The mortgage companies that HOLD the mortgages might get a windfall by getting rid of legacy low interest loans. Wells Fargo used to write them AND keep them. They sold mine last year but I don’t know if that was an anomaly or a change in their business model. I would think that Wells is a big player on the west coast. Their corporate HQ is in San Francisco.

Insurance companies will take hits in the near term, but then use the claims to petition state insurance commissions to allow even more rate hikes. They’ll be good buys after they find bases. Might take a couple of years though.

I can't wait to see how difficult the State of California makes it for them to rebuild like how it used to be. It is absolutely going to fuel more exits from the state.

 

[Thunder Good-Oil]

Clean Harbors (CLH) could have a windfall cleaning that mess up. Assuming that they already have a large presence in SC.

Whichever waste companies are there will be ultra busy for a long time.

RSG and WM are there.

 

[mrorange211]

Sold UNH for 10%. All-in on NVDA.

 

[Thunder Good-Oil]

Sold UNH for 10%. All-in on NVDA.

$3.5 trillion market cap. But a $1.0 trillion market cap seemed excessive for any company not long ago.

 

[mrorange211]

I'm swing trading. It's not always about the valuation.

 

[Vol737]

I think the trumpster's face will give us a new surge next week; unsure for how long.

But your guess is as good as mine..

Sure hope so.

 

[Jax_Vol]

Sure hope so.

I think second half of January is strong.

Admittedly lots of uncertainty but can't think of a better place for money to flow. Strong USA economy.

 

[mrorange211]

If we get good inflation data, moon.

 

[Thunder Good-Oil]

If we get good inflation data, moon.

Maybe so since interest rate cut expectations are being factored out. But higher interest rates will make it more difficult to cut the deficit and debt.