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: ItsAllCyclical who wrote (73714)	11/10/2022 2:58:17 PM
From: Lee Lichterman III	1 Recommendation Recommended By Mevis Read Replies (2) \| Respond to of 97815

I have to say just taking a break and doing a quick look, this looks split between a nice rally but also a dead cat bounce. How is a softer than expected CPI going to help Chinese stocks yet BABA, BIDU, YINN are screaming higher. You still have a hostile government, constant changing rules, limited regulations/bookkeeping, Covid zero lockdowns, Taiwan aggression etc etc. Just stupid! Crap stocks/most shorted up the most as shorts panic cover. Those won't last. Semis spiking but still have no demand. FA picture hasn't changed a bit. Rates are still going to stay high for a while. Only reprieve is if we get hard landing next year but how is that bullish? You have to slog through the trough before you can climb out the other side. I'm probably early like always but I sold my TGH in case people come to their senses overnight. If not, I still plan on trimming my holdings in order of yield. TGH was the lowest yielding high yield in my portfolio. With treasuries yielding 4%ish for zero risk, stock/ETF yields have to be much higher to justify added risk.