_dachad
_dachad
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avatar_dachad
2023-03-18
I think the major banks' balance sheets are stronger and not weighed by toxic assets this time.  Of course, we don't know what's lurking beneath, but it would appear that it is the small poorly managed banks that are most at risk.  I don't think there will be systemic contagion this time, but Fed needs to rein in a little to prevent panic.
Are Banks on the Edge of Another 2008-Style Precipice?
avatar_dachad
2023-03-08
The FED is walking a tight rope between keeping up momentum to fight inflation Vs over tightening, which could lead to recession.  The indicators that they use as guidance are lagging.  The most prudent way forward is to have small increments in rates and analyse the effect of the initial aggressive tightening.  Powell faces pressure from the senate comm., who in turn must deal with populist politics.  It points to a 25bp hike next. There is always the option to scale up again if needed.
avatar_dachad
09-22
"it's like steering an oil tanker", is what they say. What did Powell expect, by wanting "more evidence"?   Now has to make a sharper turn with 50bps. Shld've cut sooner 25bp & control the narrative, so that mkt/businesses don't get ahead of themselves thinking inflation fight is over.  Fed was late in leaving rates low for so long, now late the other way.
Dimon Says He’s Skeptical of Soft Landing After Rate Cut
avatar_dachad
2022-07-22
$AAPL 20220812 155.0 CALL$Part of a covered call, so the strategy is actually doing nicely.  Just wondering where does AAPL go from here?
avatar_dachad
2022-03-28
@CL777 - but there's not much chance of a return to $150 apple, is there? 
Apple: Plan For iPhone Subscriptions Could Be Massive - Here's Why
avatar_dachad
2022-05-12
Sell
Grab Earnings Are Coming: What to Watch
avatar_dachad
2022-07-19
Got to be willing to hold thru thick n thin
Is Alibaba Stock Worth Buying?
avatar_dachad
2022-07-11
You don't put people in jail because they don't buy something.".  Just a fine will do lots to stop frivolous takeover bids in the future.   I personally don't think that Musk was really serious about it and sold my shares once it crossed $50. Nice bit of business, that.
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avatar_dachad
2022-06-30
They raise rates fast now so that they have ability to lower rates again if the economy falters and inflation is under control
Powell Says US Economy in Strong Shape, Fed Can Avert Recession
avatar_dachad
2022-04-28
that means at least 50bps hike... yikes
U.S. Economy Still “Very, Very Strong,” Despite Likely Drop in GDP Growth-Official
avatar_dachad
2022-07-10
Hmm
Tesla’s China Sales Increase Provides Little Substance
avatar_dachad
2022-06-08
I can't help thinking there's more turbulence ahead when inflation issue is raised again.  I decided not to jump in right now.  If price runs up, too bad but at least I own some already.
Apple Stock: Why Now Is the Time to Buy
avatar_dachad
2022-05-12
[Like] 
The "Fed Put" Has Finally Expired. What Investors Should Do Now
avatar_dachad
2022-11-29
The committee should have listened to Bullard much earlier
Markets "Underpricing" Chances of Higher Rates in 2023, St. Louis Fed's Bullard Says
avatar_dachad
2022-11-29
Not Apple fanboi but does musk think people owe him a living?  There're several considerations b4 a business commits it's advertising dollars & be hasn't made it any easier to make that commitment.
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avatar_dachad
2022-09-19
I don't u/stand. Is it FED mandate to break eqt mkt, not let it grow too fast?  Or does price stability relate to consumer prices? Even mkt down 20%, inflation's wild b/c of yrs of easy Money supply.
The Fed Needs To Break The Market At This Week's Meeting
avatar_dachad
2022-06-28
Yippee 
Four Big U.S. Banks Raise Dividends After Stress Tests
avatar_dachad
2022-06-21
I wouldn't bet against a company on th basis that it's time for it to experience some bad luck like the rest of us.  Esp'ly one in the energy sector.  However, he did say 'Avoid', not 'shoirt'.  So ok
3 Stocks to Avoid This Week
avatar_dachad
2022-03-29
Plus more competition than ever
Netflix Shares Reel on Loss of Status as Pandemic Darling
avatar_dachad
2023-03-01
If they changed the name from Bing to something else, anything else, I might give it a try.  I personally find "Bing" annoying and it conjures the image of Steve Ballmer ...🙈
Microsoft Adds New Bing to Windows Computers in Effort to Roll Out AI

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