The FTSE

  • Thread starter Thread starter worsleyweb
  • Start date Start date
tolmie's hairdoo said:
We fixed at 2.15 with Nationwide for ten years during COVID.

I don't think we will regret that decision unless we need to pay off mortgage in its entirety.

And if we can do that, we can afford to take the redemption penalty I dare say.
Click to expand...
We fixed for 5 years at 1.59% during covid
Same number of years etc but saving a lot?on monthly payments
Probably thought 10 too long at the time!
 
ChicagoBlue said:
The trajectory of the paring of the balance sheet has already been discussed and digested.

Will it cause a reduction in the sloshing of liquidity through free money? Of course.
To suggest that unraveling their balance sheet will cause “decimation” strikes me as slightly hysterical.

In effect, it’s a known known and not a surprise.

There are clearly a lot of moving parts starting to move in opposition to, and in concert with, each other, which will always create an occasional surprise reaction. That said, the bond market seems to be responding in a fairly ordered fashion at present.

Full disclosure: I’m a long term investor in mega cap tech, most of which is cash rich, doesn’t require borrowing to grow and whose growth greatly offsets and short term re-ratings of DCFs.
AAPL, AMZN, GOOG, FB, BABA, IONQ.
I am down 17.89% since the highs and am starting to look at investing my current 30% cash position, which was higher before an investment in energy.*

The NASDAQ has seen a 50% retracement of the highs. Whether that’s a bottom (I don’t think it is!), I won’t know until the future, but if I liked these stocks when they were 20-25% higher, then they MUST be starting to look attractive today, right?

Any of those NOT going to be around in 5 yrs? 10? 50? Feels like they’re all going to be around forever, even if that’s realistically too long to even contemplate!

*I also own a not insignificant, albeit more tactical, investment in energy (DVN, XLE).

Good luck to us al
Click to expand...
ChicagoBlue said:
Full disclosure: I am not a Tesla shareholder, but I do have a Model Y reservation made in November 2021 for a December 2022 delivery.

View attachment 43718

Tesla’s growth in auto manufacturing is growing beyond 50%, and other businesses are growing, too.

As for profits, Tesla margins would make Mary Barra pee her pants in excitement!

So, Tesla, ironically, is firing on all cylinders, with only the Shanghai shutdown causing issues. Austin & Berlin have, by any measure I’ve seen, been incredible successes and will provide a long runway for production.

All of that said, I don’t like owning stocks where the principal can dramatically drive down the price from the toilet with his phone in his hand…and has!
Click to expand...
Hope it drives better than share price
 
bluedan said:
When there's a recession, the interest rates are actually likely to reduce.
Click to expand...
Early 70s and early 80s dropped from 15% to maybe 6%, and not comparable.

Interest rates are artificially low and have been 2009, even going back hundreds of years, so there is nothing to compare this to.
 
Corky said:
Early 70s and early 80s dropped from 15% to maybe 6%, and not comparable.

Interest rates are artificially low and have been 2009, even going back hundreds of years, so there is nothing to compare this to.
Click to expand...
Not too late to sell
 
The euro has reached parity with the dollar today. A big landmark and reflects strength of US given distance from Russia/Ukraine. GBP also going the same way. Some smaller global currency looking very weak.

Interesting that bitcoin also way down.
 
Gaudion M said:
The euro has reached parity with the dollar today. A big landmark and reflects strength of US given distance from Russia/Ukraine. GBP also going the same way. Some smaller global currency looking very weak.

Interesting that bitcoin also way down.
Click to expand...
It's not the actual geographical distance between the U.S and Russia which is strengthening the USD currency pair but more the aggressive fed hikes in the U.S. base rate with more to come and it is also widely expected that the Eurozone will go into a much deeper recession due to the conflict and subsequent inflationary pressures it is causing.

The dollar is also historically the main currency that appreciates in value when their is a flight to safety from worried investors.
 
AlgarveBlu said:
It's not the actual geographical distance between the U.S and Russia which is strengthening the USD currency pair but more the aggressive fed hikes in the U.S. base rate with more to come and it is also widely expected that the Eurozone will go into a much deeper recession due to the conflict and subsequent inflationary pressures it is causing.

The dollar is also historically the main currency that appreciates in value when their is a flight to safety from worried investors.
Click to expand...
True but Russia is the big drag on the EU and other geographically close countries. Turkey is suffering. The US can fight inflation without worrying about gas supply etc so are free to be aggressive with interest rates.
 
Homar said:
Lol. Last I looked (about a month ago), Tesla needed to grow at a compounding rate of something like 40-50% over the next decade to justify its valuation at that time.
Click to expand...
perhapps their new AI bot at 20k a pop might help

on the date of your LOL 242#
NOW 275
keep laughing
 
You must log in or register to reply here.
Unread Posts

Don't have an account? Register now and see fewer ads!

SIGN UP
Back
Top