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Pastimes
The Philosophical Porch
An SI Board Since November 2004
Posts SubjectMarks Bans
26256 190 10
Emcee:  Rarebird Type:  Moderated
Introduction Compact
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24731If you look at the recent AAII sentiment poll, it portends a rally, as everyone Rarebird-2/27/2025
24730NVDA: down over 7% on strong earnings and outlook. That's bearish, folks. Rarebird-2/27/2025
24729NVDA: Watch the 200-SMA carefully: [X] $NVDA Looking at the last 15 years of Rarebird-2/27/2025
24728NVDA: watch the 200-SMA carefully: schrts.coRarebird-2/27/2025
24727You have to reduce spending drastically for zero rates to work in terms of reducRarebird-2/27/2025
24726That is my read. Bonds are the best place to be during deflation, outside of beiRarebird12/27/2025
24725Yes. Back to QE and zero rates. Prime beneficiary of Stagflation is Gold.Rarebird12/27/2025
24724That gap is at record highs, but the coming secular bear will reduce the gap.Rarebird-2/27/2025
24723Bonds are a good place to be until this summer. Then they could reverse course aClaude Cormier-2/27/2025
24722Deflation first followed by Stagflation? A kind of the 1970's.Claude Cormier-2/27/2025
24721When sentiment is this bearish, it won't take much to get a very strong rallRarebird-2/27/2025
24720I would go US Natgas.Claude Cormier-2/27/2025
24719Agree!... but helping the rich at the detriment of the poor increases the alreadClaude Cormier-2/27/2025
24718[X] Massive $83B of liquidity injection from the US Treasury today Partially oRarebird-2/27/2025
24717I don't think that's the main reason: [X] Unpopular opinion: Trump is Rarebird-2/27/2025
24716Ins and Outs of NVDA earnings: [X] $NVDA One of the largest market cap companiRarebird-2/27/2025
24715How about the 2008 GFC? [X] Sentiment so bad it’s good 😊 AAII Bulls-Bears Rarebird-2/27/2025
24714Fact: it has only been a strong economy for those invested in stocks. But that iRarebird-2/27/2025
24713US Unemployment leading indicators: [X] ⚠️US unemployment leading indicator isRarebird-2/27/2025
24712Outflows from US stocks into international stocks: [X] US stocks have outperfoRarebird-2/27/2025
24711Well I agree with you about leaving politic out. But I live in the province of QClaude Cormier-2/27/2025
24710TLT: Yes, but the current move is b of III, which is corrective: The coming c Rarebird12/27/2025
24709Stagflation: the gold and bond markets saw it coming, but now recession fears arRarebird12/27/2025
24708I would say high: [X] What are the odds? pic.twitter.com/3kAILiXeke— GuilhermeRarebird12/27/2025
24707Trump is counting on tariff income, increased oil revenue and savings from DOGE Rarebird12/27/2025
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