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

To: Jacob Snyder who wrote (69926)	9/21/2022 3:10:25 PM
From: ajtj99	Respond to of 97558

The problem is services inflation. It's sticky. It's likely to remain around 6% for the next year as wages and rents tend to lag the goods inflation. Also, things like tuition and health care tend to keep increasing.

To: Jacob Snyder who wrote (69926)	9/21/2022 3:10:42 PM
From: LoveAG	4 Recommendations Recommended By ajtj99 avanti77 Libbyt towerdog Read Replies (1) \| Respond to of 97558

J. Powell: "No painless way to bring down inflation" sounds hawkish to me.... nasty games in Spy options today just watching he sounds hawkish as heck

To: Jacob Snyder who wrote (69926)	9/26/2022 3:42:13 PM
From: Jacob Snyder	2 Recommendations Recommended By ajtj99 towerdog Read Replies (1) \| Respond to of 97558

10y yield LT chart schrts.co Having broken decisively above the 2011-2021 range, I see no resistance till the 2007-2008 double top. A terminal Fed Funds rate of 4.6% implies the same thing. Or a historically inverted curve. This changes my expectations for trough valuations in this recession. I thought I was being pessimistic enough, in my stock buy-prices (and shorting QQQ), but I wasn’t. I should have been more aggressive in selling rallies, and held my shorts longer. Previously, I said I would add to long positions when QQQ took out the June lows. We are almost there, but I am not buying. Not selling either, since I like the LT prospects of all my positions. I will sit on my 30% cash and re-evaluate.