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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (71355)	10/17/2022 3:45:29 PM
From: Ccube	Read Replies (2) \| Respond to of 78777

youtu.be Tambour…. I thought she explained the interest rate effect on stocks very well and simply. Expected cash flow discounted and adjusted for interest rates. Because government bonds have zero risk. She thinks current down trend can be measured just on interest rates going up and that stock market hasn’t discounted the earnings down grade…..although you could argue earnings and spending have held up fairly well so far. I like how she explained how our economy works….not sure if 100% correct but makes sense at the macro level. Basically in context of money supply. To me semis can be very cyclical….so I bought few shares but wouldn’t be shocked if Sox goes down another 20-30%. Same with the market. Although sentiment is really negative VIX has been 28 to 34 for last few weeks so we might get a decent bounce. I hope so. Even though I’m only 50% in…it’s been painful last few weeks. Only solace is that market will eventually go higher. Market sure like to whipsaw ….reminds me of the week right after invasion when it went up down up down like clock work for about a week. When I finally decided to play it stopped.