Attn finance nerds: how is this not another bailout?

[Daly]

TL;DNR: they are going to continue to manipulate “forever”

I’m a firm believer in the “Bilderbergs” or the rothchilds money guild or “The new world order” uber elite groups. On a functional level they exist and have an influence on the day to day lives of 80% of the planet. I don’t mean that in a Alex Jones howel at the moon they are setting us up for genocide and they will take a spaceship to Pluto at the day of reckoning sort of thing. It’s just powerful people doing powerful things. I think these groups exist on a powerful person level. I think these groups operate on a country/government basis as well. It’s the reason why world wars have ended in “places that matter” and why nobody has unleashed a nuke.... many other things that are way more good then bad.

The world going off the Gold Standard helped us to advance the world wide standard of living by great orders of magnitude. Ok the average American household now has both people in the workforce and everyone points to that as a downfall of sorts. But consider all the advancements in availability of food, medical, technical, manufacturing etc. that’s to say nothing of the internet and hand held computer. The problem is we have lost total control over the widgets. Euros, Dollars, Yen.... call it whatever fictitious unit you want. It’s the scoring system we have used for the past few centuries That has allowed us to peacefully maintain worldwide society. Take away these currencies and everything goes back to the dark ages. Riots, wars, violence cats and dogs playing in the streets fire and brimstone. It’s the scorecard that is a lynchpin to society.

Now if you step back and look at it we as a globe still have all the advancements of the past 50 years. The tech, the infisteicture, the intellectual property. It’s existis in real terms despite the widgets. But the scorecard is broken. If it all crashed tomorrow we would on balance be better off today than back in 1970.

I think the powerful people and government types had a economic come to Jesus meeting 11-13 (pick your date - call it pre/post/during Bear Sterns) years ago. I think decisions were made that the better course of action was, for the time being, to keep the very broken system going for as long as we can to keep the advancements and way of life going. The underpinnings of the system are an illusion and eventually it will haunt us. The day it comes unglued will be awful - BUT I do think there is literally world wide and very powerful support to keep “the economic system” going for as long as it can.

[Pooh]

I don't think we ever see money markets over 5% in our lifetime. It's gotten so stupid with the deficits and debt that much more than where we are now is unmanageable. So you have these companies that have AA and higher credit ratings being able to borrow money for nothing and they just buy back their stock year after year. In addition you have index investing instead of actively managed so everyone throws their money into the SPY which is weighted by market cap so those same companies have their stock prices appreciate even more rinse and repeat. It almost feels like it'll take a massive fraud in one of the largest companies to bring this clown show back to Earth. Powell was born gay. Trump made that guy his bitch in the worst way. It's gotten to the point where you almost expect the guy to walk out to his monthly presser wearing a massive rubber dong hanging from his forehead with Trump's balls hanging from his chin. Embarrassing.

Anyone remember the market crashing last December? Anyone remember why it crashed so fast? Me neither. Oh yeah, I think they raised rates a quarter point. They raised a percent total and the markets dropped 20%. All you need to know. We're not there yet but it's the retail dumb investor that will get hurt again. The rich will be long gone sitting pretty. It's the every day schmuck that'll get his ass raped again. Come Super Tuesday, if one of the leftist candidates is sitting atop the polls the market will get volatile again. If it's Bloomberg or Biden or Hilary against Trump the market is going higher.

The question is what's an adequate PE for the market right now? We've never been at shit interest rates before for so long so the only yield is in the market. The Shiller PE is what some will cite to explain how overvalued the market is but the Shiller has been off bigly for decades now. My thing is this. Everyone expects corporate earnings to increase 10% next year. They were flat to down this past year and a year ago they expected them to be up high single digits. If earnings are flat again next year I find it hard to believe the market is much higher than now.

Personally, I have a lot of cash on the sidelines so this up in a straight line is getting old. I've been buying some stocks that you could either call deep value or value traps. Either could apply. All have super high yields in a low interest rate environment. Think private prisons (GEO), Tobacco (IMBBY) energy and midstream (VET, ET) and high end mall operators (TCO). TCO has been ass warts. All the others I'm good with. Some have yields in the 12-14% range. I expect a tweet any minute now stating oil prices are too high. Never seen market manipulation like this ever. By tweet. JFC.

It's gotten so stupid with the market, when they impeach the guy the market will probably go up. I think when they impeached Clinton the market tumbled around 3 or 4% that day. Different times.

[Pooh]

I've become a glutton for punishment I'll admit it. I invest in all the shit the libtards hate the most and it's cost my ass pretty good. Don't get me wrong, I'm still fairly strong financially however I will 100% admit I have not taken advantage of the markets going higher the past few years. Almost like value investing is dead. For now. 1999 is almost here again. Big tech will be fine, unlike then, because their balance sheets are like fortresses but the mid caps and below watch the hell out. I'm talking growth stocks here.

Like if you're investing meaningful amounts of money into shit like Roku and those types of companies get ready to spread your ass apart because that has gone from $26 to $180 in the past year. A lot of stocks like that. A correction will be bad. A bear market and your anus will be pulled inside out and draped over your face.

[GambleBotsChafedPenis]

Anyone remember the market crashing last December? Anyone remember why it crashed so fast? Me neither. Oh yeah, I think they raised rates a quarter point. They raised a percent total and the markets dropped 20%. All you need to know. We're not there yet but it's the retail dumb investor that will get hurt again. The rich will be long gone sitting pretty. It's the every day schmuck that'll get his ass raped again. Come Super Tuesday, if one of the leftist candidates is sitting atop the polls the market will get volatile again. If it's Bloomberg or Biden or Hilary against Trump the market is going higher.

yup I said that earlier in the thread...people who need the money are gonna get absolutely butt fucked...

the rich will be fine...they've been in this rally since 2350 on the SP in the beginning of the year...so they've made 40sih% this year...they'll keep holding on as the market goes up and up and up and add to that 40%, then when we get that first big 5-15% shock they'll be long gone having made 35-40% when all is said and done...

as many people have mentioned the shock is gonna be real...there are definitely a shitton of funds that are levered up the ass, because again, why the fuck not when the fed is backstopping the whole thing...as with 2000 and 2008, it doesn't even take that big of a shift to fuck your ass up when you're levered...

look at the SP in the last two days...pre-market Monday it gets up to around 3190, rises to 3200 within the first 30-60 minutes and then it's been chopped shit from 3195 to 3200 for two straight days...



EDIT: like I mentioned with AAPL, EPS nowadays is a dogshit metric to look at things...the S is being totally manipulated by financial engineering...so yes while EPS of the market might be in line with historical norms, the underlying businesses aren't healthy...they're just using "free money" to make their EPS look good...

[Pooh]

Anyone remember the market crashing last December? Anyone remember why it crashed so fast? Me neither. Oh yeah, I think they raised rates a quarter point. They raised a percent total and the markets dropped 20%. All you need to know. We're not there yet but it's the retail dumb investor that will get hurt again. The rich will be long gone sitting pretty. It's the every day schmuck that'll get his ass raped again. Come Super Tuesday, if one of the leftist candidates is sitting atop the polls the market will get volatile again. If it's Bloomberg or Biden or Hilary against Trump the market is going higher.

yup I said that earlier in the thread...people who need the money are gonna get absolutely butt fucked...

the rich will be fine...they've been in this rally since 2350 on the SP in the beginning of the year...so they've made 40sih% this year...they'll keep holding on as the market goes up and up and up and add to that 40%, then when we get that first big 5-15% shock they'll be long gone having made 35-40% when all is said and done...

as many people have mentioned the shock is gonna be real...there are definitely a shitton of funds that are levered up the ass, because again, why the fuck not when the fed is backstopping the whole thing...as with 2000 and 2008, it doesn't even take that big of a shift to fuck your ass up when you're levered...

look at the SP in the last two days...pre-market Monday it gets up to around 3190, rises to 3200 within the first 30-60 minutes and then it's been chopped shit from 3195 to 3200 for two straight days...



EDIT: like I mentioned with AAPL, EPS nowadays is a dogshit metric to look at things...the S is being totally manipulated by financial engineering...so yes while EPS of the market might be in line with historical norms, the underlying businesses aren't healthy...they're just using "free money" to make their EPS look good...

Last I heard margin was actually low which is why some morons were calling for the market to continue on up. I've seen another chart that stated the massive amounts of fund outflows in equities and inflows to bonds this year. What can't be argued is stock buy backs leading the market higher. It's like once they are allowed to buy back after the earnings reports look the hell out. Once that stops, if it does, things will change. Regarding what I wrote about fund flows, I'm guessing the super wealthy have already packed out of equities and went to bonds. At least a decent portion of their assets. Don't get me wrong, we aren't wealthy, but I took my wife's 401k out of the market and put it 100% in bonds a few months ago. The fucking bond fund has been going up almost every day, it's been unreal. Now when I buy something for myself it craters within minutes so at least I'm hopefully doing something right for her. Short term bond fund. Nothing that'll ever get into too much trouble.

[Pooh]

Another stock I kinda like is VIAC which is the merged Viacom CBS company. Between all the shit they own, Star Trek and like a thousand other shows, this screams takeover target from an AAPL or AMZN trying to beef up their streaming portfolio in the next couple years. Maybe Verizon tries to buy them too. Disney can't for obvious reasons. It would make a lot of sense for AAPL to buy them out since their streaming service is pretty raw as of now.

[Daly]

I’ve stopped playing games with the majority of my market investments. I’m 33% Berkshire (The B unfortunately), 27% EFA, And 50% SPY and I sleep very well at night.

I also agree about Pooh’s comments on any of the socialists - we keep them out of office and the powers that he will just push the market higher and higher. They have no choice but to.

[Pooh]

I’ve stopped playing games with the majority of my market investments. I’m 33% Berkshire (The B unfortunately), 27% EFA, And 50% SPY and I sleep very well at night.

I also agree about Pooh’s comments on any of the socialists - we keep them out of office and the powers that he will just push the market higher and higher. They have no choice but to.

Can't go wrong with those. I was planning to go BRK/B and BAM if the market corrects. Those two are hold forever stocks. Some rate BAM as the one stock they'd own if they could own only one. Little frothy where it is. BRK has lagged the market so it's good. Safe. Need to do something with that cash that'll be approaching 130B at end of year. Look to add some VYMI on a pull back as well if you're interested in yield.

[Pooh]

Now that I look at your international fund compared to mine, yours excludes Canada. Besides that it looks like they have similar holdings. Mine's more heavy energy and has Canadian banks in their top ten holdings which is why the yield is higher. Both expense ratios look about the same.

[GambleBotsChafedPenis]

I don't know if the uber rich are out yet...

everybody sees this shell game as what it is...this isn't a market or capitalism...but like I mentioned, if you took advantage of that crater last December to get in, you're playing with house money at this point...might as well let the fucker ride until the music stops...can't really hurt you if you're already sitting on a 40% gain...try to get more and keep raising stops...

I hear you on taking shit out...im barfing in cash and have been for awhile, don't trust it...have retirement funds invested, but everything else is liquid as a taco bell shit...whoops...

[Daly]

I don't know if the uber rich are out yet...

everybody sees this shell game as what it is...this isn't a market or capitalism...but like I mentioned, if you took advantage of that crater last December to get in, you're playing with house money at this point...might as well let the fucker ride until the music stops...can't really hurt you if you're already sitting on a 40% gain...try to get more and keep raising stops...

I hear you on taking shit out...im barfing in cash and have been for awhile, don't trust it...have retirement funds invested, but everything else is liquid as a taco bell shit...whoops...

I’m all in right now. Can’t see having dry powder as a viable option the way things are at the
Moment. If the chart starts to look bad or warren starts to look like our winner I’ll probably sell it all. That being said I go back to my earlier comments that the powers that be want everything to go up. Inflation is our only way out of the widget problem.

[sonatine]

totally was a bail out, and it totally kept the bubble inflated for the near term.

historically this is not a sustainable solution. but fuck it TSLATRAIN BABYEEEEEEE