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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 (70781)	9/30/2022 1:30:43 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 97563

Relative to the price of gold, the miners are at the low end of valuation. A better strategy may be to buy the miners and hedge by shorting gold.

To: Jacob Snyder who wrote (70781)	10/18/2022 5:23:17 PM
From: Jacob Snyder	2 Recommendations Recommended By ajtj99 towerdog Read Replies (2) \| Respond to of 97563

Central bankers had expected to debate slowing down at their November meeting, but a rash of recent data suggesting that the labor market is still strong and that inflation is unrelenting has them poised to delay serious discussion of a smaller move for at least a month. The conversation about whether to scale back is now more likely to happen in December. Investors have entirely priced in a fourth consecutive three-quarter-point move at the Fed’s Nov. 1-2 meeting, and officials have made no effort to change that expectation. nytimes.com With 2y Treasuries yielding 4.5%, and 10y at 4%, we are now at peak interest rate pessimism. So that is in stocks. We may get a bear market rally now, on the expectation of declining inflation and a FedPivot. But profits, margins, and profit guidance are still unrealistic. 20% decline in profits will happen. When that is in stocks, the bottom will be in. Sometime in 2023.