This is great stuff. Thanks user!
Quote:
Originally Posted by user34615145
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This is great stuff. Thanks user!
Quote:
Originally Posted by user34615145
So far we are looking at a recovery by November.Quote:
Originally Posted by user34615145
Further food for thought......Quote:
Originally Posted by bdp.
In 2014, there were four periods in which the S&P 500 experienced a pull-back of between 5 and 10%. Before last week, in 2015 there had been none.
Prior to recent volatility, the S&P 500 had been fairly predictable this year. Before last week, the S&P 500’s low for the year was on January 15th when it was down 3.2% year-to-date; at its best, it was up 3.5% on May 21st. Most of the year, the market has resided within one percentage point either-side of +2.0%.
Last year, in 2014, the S&P 500 had four periods in which it suffered a pull-back of between 5.0% and 10% (February-Russia’s involvement in Ukraine; late July/early August-European growth concerns; October–Ebola; and December-dollar strength/energy weakness). Despite each crisis, the S&P 500 ended 2014 with a price-only return of +11.4% (+13.4% with dividends). S&P 500 corporate profits were 7.2% higher and the U.S. economy grew by 4.1% on a nominal basis. The world economy, meanwhile, grew by 3.4% on a Real basis, according to the IMF.
Actually this year, things not that much different. We’ve had our share of growth fears (Greece, China, anticipated Fed interest rate hikes) but the U.S. economy, as well as the global economy, looks likely to see growth generally similar to that of 2014. And while corporate earnings have been weaker than they were last year, this has been primarily due to just two factors - sharply lower oil prices and the strong dollar. So what will it take to get markets moving in the second half? The same old answer: Earnings.
On this front, I believe the landscape should improve in the second half. Energy companies should begin to see easier comparisons in the second half of the year, and the strong dollar’s impact on corporate earnings should also begin to fade amid stabilizing values.
NEW FAULKNER IN THIS MUDDER FUDDER HOUSE!!! This is the kind of information I like to read about. MAGNIFICENT POST! YEEHAW!
Quote:
Originally Posted by user34615145
Oh please no!.....No stock analysis here. No price predictions or trading suggestions from me - I'll leave that to the man himself. Just providing some overall macro-economic facts and figures to try and provide some perspective and context. Glad you found it useful though.Quote:
Originally Posted by midas360
Got the rate cut from the PBOC, [obviously] game on today. 36 hours off from when I expected, my apologies. On the low side (.5%) of what I expected (.5-1%). Hard to tell the half life on the equity side of a rate cut; ex-fiscal stimulus (which they don't need, but could use to kick it in gear), shorter and shorter each time for them. Not the kitchen sink I am expecting....yet.Quote:
Originally Posted by user34615145
Take profits along the way, its not a permanent solution.
I WAS RIGHT. THANKS MIDAS! YOU'RE WELLLLLLLLCOME! Midas the forum trader guy!!
Midas360 = BM?Quote:
Originally Posted by midas360
HAHAHA... you're such a fargon corksucker user! :)
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Originally Posted by user34615145
Another great call by you :)Quote:
Originally Posted by midas360