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Post by Capital on Jul 15, 2023 14:45:29 GMT
FYI YBB has posted he is ill today. Taking a break to rest and heal. LINK
I wish him a speedy recovery. |
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Post by steadyeddy on Jul 15, 2023 14:49:16 GMT
YBB, get well soon.. we need the fountain of knowledge to continue to drip towards us. Pneumonia is easily treatable these days, take plenty of rest and be back in a New York minute.
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Post by uncleharley on Jul 15, 2023 14:57:19 GMT
Pneumonia is not something you should take lightly. Take care of yourself.
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hondo
Commander
Posts: 145
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Post by hondo on Jul 15, 2023 14:59:52 GMT
YBB, get well soon.. we need the fountain of knowledge to continue to drip towards us. +1000 |
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Post by oldskeet on Jul 15, 2023 15:29:07 GMT
YBB. Wishing you a most speedy recovery. Old_Skeet
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Post by win1177 on Jul 15, 2023 15:47:06 GMT
FYI YBB has posted he is ill today. Taking a break to rest and heal. LINK
I wish him a speedy recovery. Yogi, agree with all the other well wishers, get well soon! Win |
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Post by retiredat48 on Jul 15, 2023 16:22:50 GMT
Yogi...best wishes to get well.
Pneunomia can be beaten...make sure to take the full course of antibiotic...and the trend will be your friend!
Edit to add: for those interested, many local libraries often have Barrons and Wall St. Journals on reading racks.
R48
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Post by racqueteer on Jul 15, 2023 17:03:44 GMT
Bounce back quickly, yogi!
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Post by richardsok on Jul 15, 2023 17:10:13 GMT
FYI YBB has posted he is ill today. Taking a break to rest and heal. LINK
I wish him a speedy recovery.
chang! I can never find the #%&*#@ "create thread" button!
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BARRON'S SELECTED HIGHLIGHTSSince yogi is temporarily out, I will step in with some information out of this week's Barron's. As luck would have it, Barron's Front Page Article is another Roundtable Discussion. I will not try to replicate what yogi does, but rather select actionable highlights and quotes from various places in the current issue. Anyone who is interested should easily be able to get basic market data for the week elsewhere. Obviously, I cannot just clip & paste wholesale articles, but if anyone would like to see fuller comments about any particular stock or fund, just ask. Here goes: HIGHLIGHTS from Barron's Front Page Roundtable
Abby Joseph Cohen TGT WBD Siemens, REITs
Market will stay positive rest of the year Financial services & retail undervalued. Henry Ellenbogen “I have seen three major technology transitions in the past 20 years: the web, mobile, and cloud computing. Generative AI reminds me of mobile, although it may be greater in its impact. Initially, the market focuses on the first-derivative plays—the pick-and-shovel companies that ... have emerged because of, or are strengthened by, the new technology. Eventually, as we saw with mobile, the technology’s impact spreads throughout the economy. “ AI has the potential to make all white-collar employees more productive by giving them a co-pilot or personal assistant. The question is, which businesses will actually benefit and gain efficiencies over competitors? JBHT TOST
DAVID GIROUX “ Now that everyone seems bullish, we are a bit more bearish. You’ll see that in our stock recommendations. Cyclicals and tech have had a big run. Now we prefer more-defensive sectors, such as healthcare and utilities. “ BIIB AEE BDX UNH ICE
SONAL DESAI “....expect the U.S. economy to show a healthy degree of resilience in the second half of the year. Consumer spending is well supported by continued pent-up demand. Household balance sheets are healthy. Yes, households are beginning to ramp up debt, but they are starting from a good point...... excellent time to be looking to slowly scale and add duration to your fixed-income portfolio. …. TIPS (out to five years), IGSB FHYVX CPREX
WILLIAM PRIEST It was an amazing first six months, like nothing we’ve ever seen. ….The back half of the year is fraught with peril, from a geopolitical perspective. ….We have a strange relationship with China, and our own political system is in disarray. I expect global growth to slow. Will we have a recession? I doubt it, but growth will be sluggish . AIR.France, AZN, ANET (leader in cloud data-center networking. It partners with Microsoft and Meta Platforms ) You will see an explosion of data-center spending with the growth of AI. We expect a big upgrade cycle, reflecting Moore’s Law, writ large. SCOTT BLACK I don’t expect a recession because unemployment remains remarkably low, at 3.7%. As long as people are working, they have money to spend. ...Investors are much too bullish. Analysts are estimating S&P 500 operating earnings of $218.22 for the year, up 10.8%. That isn’t feasible. EXP (There is a limited supply of cement in the U.S. About 100 million tons are produced a year, and no new cement plant has been permitted for more than 20 years. Demand last year was about 121 million tons ) ITRN TODD AHLSTEN ORCL We see a trifecta of growth drivers. ADBE the party is just beginning.... offers one of the best opportunities to own an AI-driven monetization story at an attractive valuation. , CME
MARIO GABELLI TXT, CR Anticipates a strong tailwind for aircraft construction as older planes are retired. Meryl Witmer: I don’t look at the macro backdrop …. I look at equity valuations relative to interest rates. The market has moved up..., as have rates, and it is tougher to find good valuations. There are fewer corporate spinoffs. It is a difficult time for special-situation investing. There just aren’t a lot of bargains around. - - - - - - Major Article Headlines:
Automation Is the Future. Buy Rockwell Stock.
Copper Is the Future. Freeport-McMoRan Is the Stock to Buy.
Visa and Mastercard Are Strangely Undervalued. Both Stocks Are a Buy
More Stocks Have Joined the Rally. Why It May Be Time to Worry.
The AI Bubble Isn’t Big Enough. Why There’s More Upside Ahead
Frontier Communications Stock Will Get a Big Boost From High-Speed Internet (FYBR)
Top Funds YTD
NVDL FNGU WGMI FBL BULZ DAPP BKCH TSLL BITQ
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Post by roi2020 on Jul 15, 2023 17:35:30 GMT
Yogi,
I wish you a speedy and full recovey.
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Post by steadyeddy on Jul 15, 2023 17:36:01 GMT
richardsok, thanks for stepping in to summarize Barron's. Appreciate it.
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Post by bizman on Jul 15, 2023 18:41:20 GMT
Yogi,
Get well, soon!
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sgra
Lieutenant
Posts: 59
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Post by sgra on Jul 15, 2023 19:25:37 GMT
yogi, rest and get better. Good that you know what you're dealing with. richard, thanks for stepping up.
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Post by sabino on Jul 15, 2023 19:44:47 GMT
Yogi: wishing you a fast recovery. Take care.
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Post by anitya on Jul 15, 2023 19:56:59 GMT
Pneumonia vaccine is covered by Medicare and most health plans. win1177 can comment. I think Pneumonia and Shingles vaccines are not once in a life time vaccines - you may have to repeat. I do not take flu shots but am prone to lung infections and so, I took pneumonia vaccine when I turned 50. |
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Post by anitya on Jul 15, 2023 20:13:34 GMT
“ Now that everyone seems bullish, we are a bit more bearish. You’ll see that in our stock recommendations. Cyclicals and tech have had a big run. Now we prefer more-defensive sectors, such as healthcare and utilities. “
PRWCX is trailing FBALX and CBALX YTD by 2.5% and 2%, respectively. Relative to FBALX, I think David has already positioned more defensively on the equity side and less defensively on the fixed income.
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Deleted
Deleted Member
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Post by Deleted on Jul 15, 2023 21:00:13 GMT
YBB, hope you feel better soon.
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Post by rhythmmethod on Jul 15, 2023 22:17:28 GMT
FYI YBB has posted he is ill today. Taking a break to rest and heal. LINK
I wish him a speedy recovery. Speedy Recovery YBB - Namaste 🙏🏻🪘⚡️ |
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Post by retiredat48 on Jul 16, 2023 15:42:07 GMT
OK...So today I will be foolish.
Today (Sunday) in Saratoga I will be betting on a horse named YOGI, race #2. You can watch the race on TV, about 1:44 pm...Fox sports FS2...........or a "LiveRacing: East Coast" channel.
Since I was heavy this year into Art.Intel. via FSPTX, I will now take a flier on Yogi.
R48
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Deleted
Deleted Member
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Post by Deleted on Jul 16, 2023 15:49:13 GMT
Get Well Wishes YBB
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Post by judger on Jul 16, 2023 17:52:59 GMT
Yogi, take care of yourself and get healthy. :-)))
Thank you, OP.
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Post by retiredat48 on Jul 16, 2023 18:29:23 GMT
OK...So today I will be foolish. Today (Sunday) in Saratoga I will be betting on a horse named YOGI, race #2. You can watch the race on TV, about 1:44 pm...Fox sports FS2...........or a "LiveRacing: East Coast" channel. Since I was heavy this year into Art.Intel. via FSPTX, I will now take a flier on Yogi. R48 OK... I won what is called an "EXACTA", where you bet two or more horses to finish in an exact 1-2 order of finish. I bet a 3-7 exacta box (double bet size), which means if the finish is 3-7 or 7-3 (either way), I win. Race finished 3-7, paying $14 for each $2 bet. They were the two morning line favorites for the race. I typically DO NOT bet this way; I will split the favorites in boxes with other horses. But with "Yogi" running as second favorite, I put them together this time. I always follow Yogi! R48 |
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Post by retiredat48 on Jul 16, 2023 18:53:10 GMT
For horse racing fans...found out my spouse's favorite male horse, Funny Cide, died today. 22 y/o FC was born near our upstate NY home, and we followed through his winning the KY Derby and one other triple crown race.
FC was purchased via a syndicate of small horse players, and a couple friends of ours were part owners, with about 200 others. They went to the races around the country in a yellow school bus.
A few years ago, we were visiting Funny Cide at his retirement barn (Sackatoga Stables)/ fenced-field near Saratoga NY. My wife was taking a selfie with him, when FC strongly bit her on the arm! Thankfully a fall/winter jacket cushioned the bite. Found out it was his forte to bite people.
R48
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Post by chang on Jul 16, 2023 19:01:23 GMT
OK...So today I will be foolish. Today (Sunday) in Saratoga I will be betting on a horse named YOGI, race #2. You can watch the race on TV, about 1:44 pm...Fox sports FS2...........or a "LiveRacing: East Coast" channel. Since I was heavy this year into Art.Intel. via FSPTX, I will now take a flier on Yogi. R48 Ronald Reagan told a story about that: youtube.com/shorts/V2K4He0C7-k?feature=share |
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Post by Chahta on Jul 16, 2023 19:12:35 GMT
He was a master joke teller.
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Post by retiredat48 on Jul 16, 2023 20:18:14 GMT
chang,...good Reagan story/joke
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Post by richardsok on Jul 17, 2023 12:55:28 GMT
Update:  |
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Post by howaya on Jul 17, 2023 13:12:56 GMT
That's a handy table to visit periodically, richardsokWhere does it come from? |
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Post by richardsok on Jul 17, 2023 16:47:17 GMT
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Post by catdog on Jul 18, 2023 1:59:30 GMT
Yogi please get well soon. At the risk of being a pain in the arse, check with your health care professional about the pneumonia shot.
Catdog
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