Jump to content

Featured Replies

@DrPhilly thanks for sending me down an interesting road. :lol:

the higher it gets the fewer

  • Replies 4k
  • Views 69.9k
  • Created
  • Last Reply

Top Posters In This Topic

Most Popular Posts

  • vikas83
    vikas83

  • vikas83
    vikas83

    Some quick thoughts on "Liberation Day," also known as "Liquidation Day." Obviously, these tariffs are way beyond anything the market expected. I think very little of Trump and the administration

Posted Images

:lol:

Quote

...He said abruptly, "You’re pretty good at riddles, Flarehead, aren’t you?” "We’ll [sic] I’ve guessed a few,” I said, modestly. "I’m afraid mine’s too simple, too obvious,” said Smoggleslush [sic], "but such as it is, here goes: ‘When is a mouse if it spins?’” "I beg your pardon. ‘When is a mouse if it spins?’ What do you mean?” "That’s the riddle.” "Oh, that’s the riddle. ‘What is a mouse if it spins?’” "No, no, simpler than that. I said, ‘When is a mouse if it spins?’” "You’ve got it wrong, Smoogleslush.” "Not at all. There is no sort of trouble about the question; the cleverness, the clearness comes in with the answer.” "What is the answer?” "It’s a splendid one, make you wonder why you could not see it before. You’ve got the question all right.” "I have.” I said firmly, “‘When is a mouse if it spins?’” "That’s right. Because—the higher it gets the fewer. Ha! ha! ha! ha! See it!” "Yes,” said I. "Plain as a pikestaff, isn’t it?” "Plainer.” Smoogleslush left me...

 

  • Author
48 minutes ago, Arthur Jackson said:

@DrPhilly thanks for sending me down an interesting road. :lol:

the higher it gets the fewer

I had to answer that question to get a paddle signature at my fraternity

:lol:

1 hour ago, DrPhilly said:

I had to answer that question to get paddled at my fraternity

:lol:

FYP

On 2/21/2025 at 4:34 PM, paco said:

It's only down 2.89%, bot.

We did it, buddy!


Will Trump fire this guy for not praising his tariffs?
Can we just fire Federal Reserve presidents until they start giving better reports? 

 

Fed's Schmid: Concern growing about recent increase in inflation expectations

Feb 27, 202508:01 CST
 
 

Fed Jeff Schmid

KC Fed President Jeff Schmid

  • I'm more cautious about inflation given the lack of progress
  • Concern growing about recent increase in inflation expectations
  • Expectations surveys are imperfect but recent sharp rise means the Fed cannot let its guard down
  • Uncertainty might also weigh on growth
  • Focus should remain on inflation to protect the Fed's credibility
  • Preference is to keep shrinking balance sheet as much as possible
  • May need to rethink the concept of core inflation given that once-volatile food prices now behave more like other goods

The full text of the speech isn't out on the KC Fed website yet but I'm curious to read more of his thoughts about food inflation, as that's one I haven't heard before. 

More notably, this is the first sign of a bigger shift around inflation expectations. That's a kind of second-round effect on tariffs that will get the Fed's attention, and it was in both the UMich and Consumer Confidence surveys.

How bad will the market get, guys? Already pretty awful the past month and the tariffs don't kick in until Tuesday.

Winning!

What a weirdo

 

IMG_4170.jpeg

Not shocking to anyone who has been paying attention, but should get more people to realize the economy isn't in good shape.

 

6 minutes ago, vikas83 said:

Not shocking to anyone who has been paying attention, but should get more people to realize the economy isn't in good shape.

 

What's the play here? Investment wise?

22 minutes ago, Paul852 said:

What's the play here? Investment wise?

Treasuries. Defensive stocks with high cash flow (think utilities, infrastructure, etc.). Dividend payors.

37 minutes ago, vikas83 said:

Not shocking to anyone who has been paying attention, but should get more people to realize the economy isn't in good shape.

 

Well crap dude, what happened in January to cause this?

4 minutes ago, vikas83 said:

...Dividend payors.

This is an "indicator" I've been trying to track lately, but it's not very easily done. Some companies never offer dividends and some always do, but a few will offer dividends for a while, and pull them for while - sometimes years (NOKIA is famous for this). I've been trying to find those to see what they're doing.

Just now, JohnSnowsHair said:

Well crap dude, what happened in January to cause this?

MLK day?

18 minutes ago, Arthur Jackson said:

MLK day?

I knew it was some DEI BS 

3 hours ago, vikas83 said:

Not shocking to anyone who has been paying attention, but should get more people to realize the economy isn't in good shape.

 

 

IMG_3317.jpeg

They'll blame it on Biden even though the job market is pricing in Trump's dumbsh**tery in his first month.

So odd how it keeps going down. I thought this dude was good for the economy.

Pretty big news. Other than the job creation,  do you remember the semi-conductor shortage during the Pandemic?  Shouldn't happen again - at least not to that extent. 

 

4 minutes ago, Ace Nova said:

Pretty big news. Other than the job creation,  do you remember the semi-conductor shortage during the Pandemic?  Shouldn't happen again - at least not to that extent. 

 

Thank you to Biden and the 2022 $6bn grant to TSMC that allowed this to happen.

13 minutes ago, Ace Nova said:

Pretty big news. Other than the job creation,  do you remember the semi-conductor shortage during the Pandemic?  Shouldn't happen again - at least not to that extent. 

 

It’s really helping with the markets today.  🤣

We're close to a top 20 day in overall daily point loss. Nice. :lol:

IMG_1282.jpeg

IMG_1283.jpeg

3 minutes ago, MidMoFo said:

IMG_1282.jpeg

I think it’s happened 16 times.  10 under Trump, 6 under Biden.

Create an account or sign in to comment