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The Philosophical Porch
An SI Board Since November 2004
Posts SubjectMarks Bans
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Emcee:  Rarebird Type:  Moderated
Introduction Compact
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25031The bottom line is that when valuations are sky high, everything has to go perfeRarebird-3/12/2025
25030Less demand for USD is going to drive debt issuance abroad. We are already beginRarebird-3/12/2025
25029Scenario One of a 25% drop in stock prices will be painful to many, but not cataRarebird-3/12/2025
25028Here is the problem in a nutshell and why Trump has talked about some pain aheadRarebird-3/12/2025
25027I don't agree with a lot of this, but, at least it is a very intelligent intRarebird-3/12/2025
25026While hedge funds, insiders and professionals continue to sell into rallies, thiRarebird-3/12/2025
25025[X] Highest number of new homes for sale since 2008 pic.twitter.com/82Z4EHa1Gs—Rarebird-3/12/2025
25024Decades ago, emerging markets were widely considered to be risky investments whiRarebird-3/12/2025
25023If you are a long only investor, it will be a lot easier to make decent money thRarebird-3/12/2025
25022FNDE, a Schwab Emerging Market ETF is up 6% this year and is a 5 star rated ETFRarebird-3/12/2025
25021This woman is a lot sharper than I thought. At first I thought she was one of thRarebird-3/12/2025
25020Bulls have given up and are laying down for the Bears.Rarebird-3/12/2025
25019INDA: I am betting that the Bear is over in India. If I am wrong and $47.60 is tRarebird-3/12/2025
25018INDA has already experienced close to a 20% decline over the past 6 months. IndiRarebird-3/12/2025
25017Why CNYA when FXI has been the clear leader of Chinese ETF's thus far this yRarebird-3/12/2025
25016As of 7:30 AM PDT: Long CNYA and INDA.Rarebird-3/12/2025
25015Street is pricing in a recession. That is the bottom line.Rarebird-3/12/2025
25014Problem is not with Trump. Trump is doing exactly what he said he was going to dRarebird-3/12/2025
25013It was funny watching Steve Lessman on CNBC cursing out Trump yesterday. What diRarebird-3/12/2025
25012Bulls: Look what the bears did to your beloved Mag 7, high beta, momentum names,Rarebird-3/12/2025
25011Bulls need to fight back, counter punch and go down with a fight. Not many bullsRarebird-3/12/2025
25010Problem moving forward will not be inflation, but deflation. The Trump adminisRarebird-3/12/2025
25009A cool CPI number should get the bulls all juiced up about rate cuts and get manRarebird-3/12/2025
25008I will have a number of things to say about a couple of specific emerging marketRarebird-3/12/2025
25007I am extremely impressed with how international and many emerging markets have nRarebird-3/12/2025
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