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Pastimes
The Philosophical Porch
An SI Board Since November 2004
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26251 191 10
Emcee:  Rarebird Type:  Moderated
Introduction Compact
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26001China A shares are cheap ( CNYA) and have much less risk than Chinese stocks or Rarebird-June 4
26000In the dot com bubble rates were higher but were within a secular downtrend, CliReal Man-June 4
25999You were dead wrong Kierkegaard and Hegel was right. Reason may appear useless aRarebird-June 4
25998Understanding Policy uncertainty is really no different than finding Reason in nRarebird-June 4
25997[X] Another read showing very depressed CEO confidence driven by the continued Rarebird-June 4
25996Price instability resemble tariffs that change every other week. TACORarebird-June 4
25995The 58 month secular bear market in bonds: [X] The US Bond Market has now beenRarebird2June 4
25994Many Americans don't read books or think critically; they just go with the fRarebird1June 4
25993Talking about bubbles as a grandstander is not good enough; what is required in Rarebird-June 4
25992Tariffs are shrinking the trade deficit, but causing an uptick in prices and sloRarebird-June 4
25991[X] In the US housing market, there are currently 34% more sellers than buyers.Rarebird-June 4
25990Trump's tariffs have caused foreign selling of US Bonds and to a lesser exteRarebird-June 3
25989IBM replaces 8,000 workers with AI: unionrayo.comRarebird-June 3
25988TLT is in a secular bear market. Money flows out of TLT are going into Gold and Rarebird-June 3
25987It is a momentum driven market. Valuations are a long term to intermediate term Rarebird-June 3
25986NVidia GPUs work for electricity and hardware costs, but the jobs they take are Real Man-June 3
25985[X] S&P 500 is now historically expensive on EVERY SINGLE valuation metric thatReal Man-June 3
25984Yes, that’s exactly why both parties contribute to deficit increases. The RepublReal Man-June 3
25983TACO: [X] JUST IN 🚨🚨 US EXTENDS TARIFF PAUSE ON SOME CHINESE GOODS TO AUGUSRarebird-June 3
25982Want to know why the debt keeps growing? [X] Most US voters seem to support taRarebird-June 3
25981What I often see is foreigners selling overnight, but the market largely recoverRarebird-June 3
25980[X] The timeliest hard-data reads on the US economy show only very modest slowiRarebird-June 3
25979HA HA the Trump administration wants countries "best offer" by WednesRarebird-June 2
25978[X] Continuing jobless claims just broke out to 4-year highs—up 13.15% YoY. AfRarebird-June 2
25977[X] Blow-off top? You tell me. pic.twitter.com/AHvkB3D4NE— Guilherme Tavares (Rarebird-June 2
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