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U.S. stocks are set to deliver their worst quarter in nearly four years

wsj.com

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Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#241

Post by scoofy »

mancerayder wrote: post #240

Doesn't inflation paradoxically induce stock market pumping? If you're nervous about money market and bonds not delivering returns above inflation, don't you have no choice but invest? Especially in immoveable companies in the mag7?

If you're worried about inflation, you want to move into stable commodities. Normally I look at farmland, but given the fluctuations in fertilizer prices that might not be as stable. The other option is foreign bonds, but you do open yourself up to exchange rate risk, but given your bet on USD inflation, it's probably not a serious concern.

Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#242

Post by 0xR1CK »

francisofascii wrote: post #77
zug_zug wrote: post #67

Earlier quoted context omitted.

Well the thing is -- when you have rampant inflation, the cost of everything in USD goes up -- be it houses, eggs, or even stocks. So when you subtract out how much the value of the USD has gone down relative to other currencies it's basically another 10% drop.

Eggs are pretty cheap right now. Housing and healthcare are why Americans struggle with affordability. Food, gas, etc. are all just drops in the bucket.

Why did you go to 'eggs'? -- An avian flu issue, not an inflation issue. We're struggling not just because of healthcare or housing but because everything is being optimized/maximized for value extraction. Variable pricing, rampant plagiarism, counterfeiting, fraud in every industry, in every political office. the stocks are being propped up with the promise of value that has circular investing, monopolies are basically encouraged. Gas and food is relatively benign even with shrinkflation and petrol dollar (not for long) preference.

Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#243

Post by fittingopposite »

SlinkyOnStairs wrote: post #107
grafmax wrote: post #58

Earlier quoted context omitted.

Funny how 401ks can make members of the American public think the stock market is really about them. In capitalism, assets follow a Pareto distribution. A small minority hold the majority of assets.

It is true enough that "the stock market" is about them. To stick some concrete numbers on this, combined the world's billionaires have about $15 trillion dollars worth of assets. Combined the world's retirement funds have about $60-$70 trillion dollars worth of assets. What's driving the major disconnect is the generational wealth divide. Boomers have loads of wealth, housing, their pension funds, non-pension invest…

"Obviously, this is in part because wealth builds up during one's life, though the divide is stronger than merely that effect"

Do you have any numbers on this? Age is a pretty important part of the GINI index. People underestimate the age effect when discussing inequality.

Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#244

Post by fatata123 »

mindslight wrote: post #221
HaZeust wrote: post #194

Earlier quoted context omitted.

It didn't land well; and GPs quip was astute on how the tone and narrative of your comment is 5 years outdated, regardless.

You miss 100% of the shots you don't take. And talking about what happened in the past is called historic , not outdated .

[dead]

Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#245

Post by JKCalhoun »

wrboyce wrote: post #175
JKCalhoun wrote: post #148

Earlier quoted context omitted.

"inanimate carbon rod" I like that—wherever it came from. (And inanimate strangely sells it even harder.)

https://simpsons.fandom.com/wiki/Inanimate_Carbon_Rod

(Ha ha, and of course it is a reference to a popular show that I have been living under a rock not to have seen.)

Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#246

Post by JKCalhoun »

CoastalCoder wrote: post #200
JKCalhoun wrote: post #146

Earlier quoted context omitted.

"I'm guessing that one reason we got Trump is that the Democrats presented two poor alternatives in a row." Women candidates? Because I am sad to admit that is my takeaway: a significant part of the U.S. appears to be sexist (and plenty of women voters included).

> Women candidates What I meant was Biden and then Harris. I'm not a politico, but IMHO Harris didn't have enough time to clarify her positions, and to address the points raised by her opposition. Also, I wonder if the way she was chosen by the Democratic Party rubbed some people the wrong way enough for them to abstain from voting as a form of protest.

I understand now, sorry (The first candidate had a rug-pull.)

I suppose the point still stands though with regard to Harris and Clinton.

Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#247

Post by JKCalhoun »

tolerance wrote: post #153
JKCalhoun wrote: post #146

Earlier quoted context omitted.

"I'm guessing that one reason we got Trump is that the Democrats presented two poor alternatives in a row." Women candidates? Because I am sad to admit that is my takeaway: a significant part of the U.S. appears to be sexist (and plenty of women voters included).

Look, after lurking through that submission about the Olympics a few days ago I get HN is divided on sex/gender identity, but I'm pretty sure that Joseph Biden is absolutely a man. "Cisgender", if you must. Or are you misreading the actual argument?

I was misreading—I was taking the two failed candidates to include Hillary Clinton—the other time Trump won the election.

My stupidity and failed parsing.

Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#248

Post by mrits »

reedf1 wrote: post #110
mrits wrote: post #40

Earlier quoted context omitted.

There are a huge amount of people that spend their entire life on reddit worrying about politics

Believe it or not; it is an enormous luxury to be able to ignore politics.

You can be obsessed with a diet and never lose weight. We are talking about two different things. Being productive and making change has very little to do with making something your entire personality.

Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#249

Post by HaZeust »

mindslight wrote: post #221
HaZeust wrote: post #194

Earlier quoted context omitted.

It didn't land well; and GPs quip was astute on how the tone and narrative of your comment is 5 years outdated, regardless.

You miss 100% of the shots you don't take. And talking about what happened in the past is called historic , not outdated .

They're not mutually exclusive.

Re: U.S. stocks are set to deliver their worst quarter in nearly four years

#250

Post by mindslight »

HaZeust wrote: post #249
mindslight wrote: post #221

Earlier quoted context omitted.

You miss 100% of the shots you don't take. And talking about what happened in the past is called historic , not outdated .

They're not mutually exclusive.

I don't see how talking about abject failures of leadership and policy response in the first term is "outdated" when the second term is essentially a doubling down on these derelictions of duty.

Are we just supposed to forget those past failures in favor of focusing on the current catastrophe? What tariff tantrum? What Greenland treachery? Don't you know we've always been at war with Iran?

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