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Post by uncleharley on Jul 12, 2023 20:35:38 GMT
Stocks went up, Bonds went up, Commodities went up. The only way to lose money today was to hold cash in the form of the USD.
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Post by steadyeddy on Jul 12, 2023 21:39:26 GMT
Stocks went up, Bonds went up, Commodities went up. The only way to lose money today was to hold cash in the form of the USD. Yay... Dow 36,000 choo choo choo choo choo...
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Post by Capital on Jul 12, 2023 22:22:39 GMT
Stocks went up, Bonds went up, Commodities went up. The only way to lose money today was to hold cash in the form of the USD. Yay... Dow 36,000 choo choo choo choo choo... I'm mostly up. Just 3% in cash.
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Post by uncleharley on Jul 13, 2023 11:51:25 GMT
My port was green in all positions yesterday. Today looks like more of the same. I hope I am not becoming greedy.
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Post by chang on Jul 13, 2023 12:02:19 GMT
My port was green in all positions yesterday. Today looks like more of the same. I hope I am not becoming greedy. Not here. Cisco and Pfizer stank up my portfolio (not unusual). Otherwise green. Nothing wrong with being greedy, as long as it’s smart-greedy.
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Post by steadyeddy on Jul 13, 2023 17:03:53 GMT
My port was green in all positions yesterday. Today looks like more of the same. I hope I am not becoming greedy. Lull before the storm. Market is greedy.
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Post by anitya on Jul 13, 2023 20:39:06 GMT
My port was green in all positions yesterday. Today looks like more of the same. I hope I am not becoming greedy. The higher for longer chatter is about stock prices! You have been saying about the current direction of the stock prices for months and so I am guessing your current unease is about the speed. Weakening Dollar is a tailwind.
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Post by uncleharley on Jul 13, 2023 20:44:24 GMT
My port was green in all positions yesterday. Today looks like more of the same. I hope I am not becoming greedy. The higher for longer chatter is about stock prices! You have been saying about the current direction of the stock prices for months and so I am guessing your current unease is about the speed. Weakening Dollar is a tailwind. The unanimous upward surge in stock, bond, & commodity prices makes me a little uneasy. I have never been comfortable while following a crowd. I am not selling anything at this point, just watching very closely.
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Post by steadyeddy on Jul 13, 2023 20:49:38 GMT
The higher for longer chatter is about stock prices! You have been saying about the current direction of the stock prices for months and so I am guessing your current unease is about the speed. Weakening Dollar is a tailwind. The unanimous upward surge in stock, bond, & commodity prices makes me a little uneasy. I have never been comfortable while following a crowd. I am not selling anything at this point, just watching very closely. I guess the soft-landing scenario is what folks are betting on.....
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Post by anitya on Jul 13, 2023 21:12:26 GMT
The higher for longer chatter is about stock prices! You have been saying about the current direction of the stock prices for months and so I am guessing your current unease is about the speed. Weakening Dollar is a tailwind. The unanimous upward surge in stock, bond, & commodity prices makes me a little uneasy. I have never been comfortable while following a crowd. I am not selling anything at this point, just watching very closely. That is useful and thanks for sharing. Yesterday I was wondering why BTC is not participating and GBTC is up 8.5% (at close) today. Not everything is participating yet in this higher for longer. E.g., XLV. Today's euphoria is in large caps and micro caps (IWC) did not do all that well. Rates are also lower across the curve. Relative to past, coming into the current euphoria, I have been under exposed (60% as of today) to equities and over exposed to Value (23%). I will underperform PRWCX / FBALX quite a bit for the second day in a row.
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