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


To: WIND FALL who wrote (72713)4/29/2023 6:29:31 PM
From: Ccube  Respond to of 78958
 
Been looking at it. But all these bank runs….and equity going to zero makes it a no play for me so far.
Unless FDIC guarantees all deposits, I think you might have more bank runs and failures.

Seems asymmetric on reward vs loss on the downside. If they survive they are getting more regulation and probably less profits in the future so upside is limited. Or equity goes to zero.

This market is really puzzling, I know it’s partly going up in anticipation of fed rate pause soon. But seems to be ignoring all the warning signs of imminent slow down or hard landing to our economy. CAT UPS etc
Stock price action is very bullish, although it’s gotten really narrow….mega cap stocks with the lowered beats are really running. Small caps and beta stocks are getting crushed or doing nothing. Supposedly in a new bull market you get broad participation. Maybe we can still get that later this year or market gets crushed?

Just sitting out in cash for now. I did buy some t bills and you guys were right it was fairly easy but I did have to log in from the browser and couldn’t do it directly from the app.