whats in our future?? interest rates will be bumped up
3-4 times--maybe more--then the fed will begin to unload all those
bonds --whats any opinion on the future effect on
market and your $$$$ and mine ?
LOL a good weekend question, in case others wish to chime in
otherwise Steve and I have to focus here intra day on
market
my concern of course is we could see commodities outperform for
quite a long time like they did in the 70s.
the Fed ran a grand experiment with all the QE and like they
always do, they kept it for too long - the Fed is always late on
their timing, always takes things too far - look at history
Speaking of Fed, the market is pricing in 5-7 hikes this year -
with 20% chance of 7. Bank of England just had back-to-back hikes
so I think the possibility of 7 is not that remote lol.
The whole ESG bullshit caused so much under-investment in
Oil&Gas - let's see what happens when our life returns to 100%
normal.
Oil breaks 2008-21 down trendline which should enable an oscillator secular buy signal. Using the 2020 low offers an improbable upside objective of $500. The green arrows suggest a more attainable but still shocking $250. For more see the Feb https://t.co/CWhkt5p5SJpic.twitter.com/Ig2PY78lon
and yet all these young people I talk to thinks gov has all the
answers, never studied their history or they think well Socialism
or communism failed because it wasn't done the proper way but we
can do it right this time. That's a talk for another time and
political so don't want to go down that rabbit hole but
still.
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whats in our future??
Posted by watcdy on 4th of Feb 2022 at 11:31 am
whats in our future?? interest rates will be bumped up 3-4 times--maybe more--then the fed will begin to unload all those bonds --whats any opinion on the future effect on market and your $$$$ and mine ?
just a guess
maybe interest hikes will be
Posted by retirefire on 4th of Feb 2022 at 11:41 am
maybe interest hikes will be transitory?
LOL a good weekend question,
Posted by matt on 4th of Feb 2022 at 11:33 am
LOL a good weekend question, in case others wish to chime in otherwise Steve and I have to focus here intra day on market
my concern of course is we could see commodities outperform for quite a long time like they did in the 70s.
the Fed ran a grand experiment with all the QE and like they always do, they kept it for too long - the Fed is always late on their timing, always takes things too far - look at history
Thanks Matt. Saw this post
Posted by kevindeng0727 on 4th of Feb 2022 at 11:44 am
Thanks Matt. Saw this post from Martin Pring the other day about the commodity bull market: https://twitter.com/martin_pring/status/1489267660093366279?s=20&t=-SVbrLvhj-Q2r2cyOqqyug He is pretty good at studying the long & secular cycles.
Speaking of Fed, the market is pricing in 5-7 hikes this year - with 20% chance of 7. Bank of England just had back-to-back hikes so I think the possibility of 7 is not that remote lol.
https://www.cmegroup.com/trading/interest-rates/countdown-to-fomc.html
The whole ESG bullshit caused so much under-investment in Oil&Gas - let's see what happens when our life returns to 100% normal.
"always takes things too far"
Posted by mla127 on 4th of Feb 2022 at 11:36 am
"always takes things too far" ... that's the basic premise of any government in general ... lol
and yet all these young
Posted by matt on 4th of Feb 2022 at 11:37 am
and yet all these young people I talk to thinks gov has all the answers, never studied their history or they think well Socialism or communism failed because it wasn't done the proper way but we can do it right this time. That's a talk for another time and political so don't want to go down that rabbit hole but still.