Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (30690)	7/15/2021 4:29:44 PM
From: sunabeach	Respond to of 96622

Your number 7 reason re: copper - on a related note as I mentioned earlier the dollar had a strong day especially against the commodity currencies: AUDUSD -0.84% NZDUSD -0.81% and then inversely USDCAD +0.67% So as you know a higher dollar raises the cost of other countries purchases of raw materials such as copper.

To: Jacob Snyder who wrote (30690)	7/17/2021 4:52:57 PM
From: Jacob Snyder	3 Recommendations Recommended By ajtj99 Lee Lichterman III towerdog Read Replies (1) \| Respond to of 96622

S&P500 yield LT schrts.co 1.7-2.2% LT range. Excursions outside that range are temporary. 1.34% = yield today 1.11% = min, 8/2000 14% = max, 6/1932 3410 = SPX yielding 1.7% 2635 = SPX yielding 2.2% Similar calculations can be made, using PE (with ttm, trailing 10y, or forward earnings), P/S. Conclusion: today’s valuations are sustainable, only as long as QE, trillion-$ deficits, and extremely low LT interest rates continue. When they end, stocks will at best go sideways till earnings increase enough to lower valuations. I am guessing this return to normal valuations won’t happen in 2021. 2022 at the earliest, and more likely 2023. Could even be later. I will stay alert for warning signs, and get steadily more defensive as I see them. In the meantime, I will sell the rallies, buy the dips, and collect dividends.