Market Bubbles: How Many Boats are We On?

[crusher]

US stocks up over 25% in the last year and a half, including the huge drop this last month. Let's keep the glass half full.

[agstar77]

Russia problems wont help.

[errolanderson]

US stocks up over 25% in the last year and a half, including the huge drop this last month. Let's keep the glass half full.

Grain sector may be one of the least affected . . . .

But some sectors may undergo a major shake-up, even the make-up of stock indexes ie: S&P is likely to change (IMO).

[Landdownunder]

Interesting Australia’s numbers.

Maybe a bit cloudy.

My take is gdp increasing quickly rather than debt falling.

Iron ore, coal, gas copper gold uranium going out the door quickly despite China kerfuffle.

Ag exports as well.

If Russia tensions increase Australia may benefit more than most a mountain of wheat barley canola beans lentils peas for the market to digest over next 4 months.

We are a export based economy.

When things turn bad export wise so does our economy.

You guys don’t rely on exports like you once did. We do. We’re cooked if there’s a big commodity down turn.

Are we trying to wean ourselves off fossil fuels and mining yes. Technology and time will happen.

Govt here conservative right of centre. Opposition just left of centre policy at times almost overlap.

[Old Cowzilla]

WE used to export a lot of things to keep our country wealthy now the only thing we export is IOU's. But one day a couple of thugs are going to show up at our doorstep and want there money back. Thats when it's really gonna hurt.

[errolanderson]

An interesting ‘Did You Know’ . . .

In the Dotcom crash of 2000, the NASDAQ lost 74 percent of-its-value over the course of three (3) years. It took the NASDAQ 14 years to recover these losses.

[errolanderson]

Attention: Wall Street and the Fed . . . we have a major problem here . . . .

Deutsche bank stock value has plunged nearly 40 percent over the past month.

[crusher]

My Meta stock almost down as much over the year. Life goes on.

[shtferbrains]

Attention: Wall Street and the Fed . . . we have a major problem here . . . .

Deutsche bank stock value has plunged nearly 40 percent over the past month.

Hasn't that bank been seen as a zombie for some time now?

Lots of Zombie companies will start stinking if stimulus ends and rates start to rise.

Big question is what happens when the fed tries to cash out on some of those companies they pumped to keep the market moving going back to Trump years?

[errolanderson]

Hasn't that bank been seen as a zombie for some time now?

Lots of Zombie companies will start stinking if stimulus ends and rates start to rise.

Big question is what happens when the fed tries to cash out on some of those companies they pumped to keep the market moving going back to Trump years?

Massive contagion risk into global markets including North American banks.

[furrowtickler]

Errol , do you follow Dan Pena at all ?
He sure is calling for much the same as you .

[errolanderson]

Market asset domino deflation has begun. Lumber crash, housing next . . . .