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Wall Street sell-off turns 'ugly' as US recession fears grow

independent.co.uk

11–20 of 185 posts

Re: Wall Street sell-off turns 'ugly' as US recession fears grow

#12
post #10
post #2

Hopefully this isn't a biased take: I think this is a unique situation because the recent moves (in my opinion) are largely a result of everyone's uncertainty around America's policies. In other words, the recent stock moves aren't because we're seeing a bunch of companies fail to miss quarterly targets. There are no major economic indicators flashing red. If stocks can drop that fast in a couple weeks, they can also…

Hah, do you think Trump can admit he messed up and change course?

Sort of, but it won't be framed that way. It will just be "we achieved our objectives and we're moving on"

Re: Wall Street sell-off turns 'ugly' as US recession fears grow

#13
post #2

Hopefully this isn't a biased take: I think this is a unique situation because the recent moves (in my opinion) are largely a result of everyone's uncertainty around America's policies. In other words, the recent stock moves aren't because we're seeing a bunch of companies fail to miss quarterly targets. There are no major economic indicators flashing red. If stocks can drop that fast in a couple weeks, they can also…

It's potentially worse, as it points to a distrust of the system, not individual companies or industries. Presumably we'll bottom out, but unless there's a dramatic change in those policies, prices will reflect the "new normal", not the previous status quo.

Re: Wall Street sell-off turns 'ugly' as US recession fears grow

#14

"Sadly" I don't really have much cash on the sidelines to buy more equities as prices dip as I generally don't try to time to market / buy the dip: * https://ofdollarsanddata.com/even-god-couldnt-beat-dollar-co... I'm not generally 100% equities, often 80/20, so things will be rebalancing on their own at least at least: * https://canadiancouchpotato.com/model-portfolios/ * https://www.finiki.org/wiki/Asset_allocation…

> [...] buying low now would be nice.

Just to be clear, the point of the linked article is that you cannot know that now is the LOW and not the new high.

Re: Wall Street sell-off turns 'ugly' as US recession fears grow

#16

"Sadly" I don't really have much cash on the sidelines to buy more equities as prices dip as I generally don't try to time to market / buy the dip: * https://ofdollarsanddata.com/even-god-couldnt-beat-dollar-co... I'm not generally 100% equities, often 80/20, so things will be rebalancing on their own at least at least: * https://canadiancouchpotato.com/model-portfolios/ * https://www.finiki.org/wiki/Asset_allocation…

"After the 25% YoY of the last 2 years, the bubble has to burst this year", I thought to myself in Jan. It looks like keeping some cash in the wings waiting was the right move. I think we'll see a nastier crash still though

Re: Wall Street sell-off turns 'ugly' as US recession fears grow

#17
post #2

Hopefully this isn't a biased take: I think this is a unique situation because the recent moves (in my opinion) are largely a result of everyone's uncertainty around America's policies. In other words, the recent stock moves aren't because we're seeing a bunch of companies fail to miss quarterly targets. There are no major economic indicators flashing red. If stocks can drop that fast in a couple weeks, they can also…

> There are no major economic indicators flashing red. High levels of corporate monopolization, high levels of stock buybacks, and low to no wage growth. They've been flashing for so long people don't even recognize them anymore.

These aren’t red flags for stock market crashes just red flags for humanity. The status quo can have all these flags raised and still have rising stock prices rise.

Re: Wall Street sell-off turns 'ugly' as US recession fears grow

#18

"Sadly" I don't really have much cash on the sidelines to buy more equities as prices dip as I generally don't try to time to market / buy the dip: * https://ofdollarsanddata.com/even-god-couldnt-beat-dollar-co... I'm not generally 100% equities, often 80/20, so things will be rebalancing on their own at least at least: * https://canadiancouchpotato.com/model-portfolios/ * https://www.finiki.org/wiki/Asset_allocation…

[deleted]

Re: Wall Street sell-off turns 'ugly' as US recession fears grow

#19
post #4

Stock market bubble started slowly deflating. When is housing market bubble going to deflate?

One speculation is that it will not deflate, because government has many T of debt -> need to service it -> need to print more money for that -> inflation and market gain.

Re: Wall Street sell-off turns 'ugly' as US recession fears grow

#20
post #10
post #2

Hopefully this isn't a biased take: I think this is a unique situation because the recent moves (in my opinion) are largely a result of everyone's uncertainty around America's policies. In other words, the recent stock moves aren't because we're seeing a bunch of companies fail to miss quarterly targets. There are no major economic indicators flashing red. If stocks can drop that fast in a couple weeks, they can also…

Hah, do you think Trump can admit he messed up and change course?

Yes after he and his friends sell their positions. Edit: I think I meant secure..
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