Posted by jtsurfah on 17th of Apr 2020 at 04:15 pm
Also, an expanding multiples makes sense if the risk free rate
is .6% (or less) and there is no inflation expected. Many
fund managers have charters that don't allow them to go to cash.
There is a ridiculous amount of money out there and it has to find
a home...even if it's a really beat up home. It may just be the
best home in a bad neighborhood.
Trillions flooded by the Fed, Fed buying ETF's. That is
keeping fuel on the fire for now. I try to refrain from
taking a subjective outlook because most times I am wrong.
The debt market is the mother of all markets. Keep an eye on
the Libor spread over the next couple of weeks. And
oil is still selling off. That is what backs the USD.
A lot of moving parts. Anyway. It was a great week to
be alive! Time for some drinks.
Posted by retirefire on 17th of Apr 2020 at 04:30 pm
Nice 4 digit gainer this week which is awesome for me.
Thanks to Matt and Steve and power posters here. All cash
save for small USO starter position this morning.
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Also, an expanding multiples makes
anyone have a firm thought about monday---follow thru or reality ...
Posted by jtsurfah on 17th of Apr 2020 at 04:15 pm
Also, an expanding multiples makes sense if the risk free rate is .6% (or less) and there is no inflation expected. Many fund managers have charters that don't allow them to go to cash. There is a ridiculous amount of money out there and it has to find a home...even if it's a really beat up home. It may just be the best home in a bad neighborhood.
Trillions flooded by the Fed,
Posted by ssaffer on 17th of Apr 2020 at 04:22 pm
Trillions flooded by the Fed, Fed buying ETF's. That is keeping fuel on the fire for now. I try to refrain from taking a subjective outlook because most times I am wrong. The debt market is the mother of all markets. Keep an eye on the Libor spread over the next couple of weeks. And oil is still selling off. That is what backs the USD. A lot of moving parts. Anyway. It was a great week to be alive! Time for some drinks.
Nice 4 digit gainer this
Posted by retirefire on 17th of Apr 2020 at 04:30 pm
Nice 4 digit gainer this week which is awesome for me. Thanks to Matt and Steve and power posters here. All cash save for small USO starter position this morning.