Tuesday, March 21, 2023
MPW - Medical Properties Trust Inc - US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Tuesday, March 21, 2023
IIPR - Innovative Industrial Properties Inc- US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Tuesday, March 21, 2023
REDFIN - RDFN - US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Tuesday, March 21, 2023
XHB - SPDR S&P Homebuilders ETF - US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Thursday, March 16, 2023
DR Horton DHI - US Housing Market Stocks Analysis / Companies / US Housing
By: Nadeem_Walayat
US House Prices Current State
My interim view as of early July 2022 based mainly on my stock market, economy and UK housing market analysis at the time (Stocks Bear Market Rally Last Gasp Before Earnings Season, US House Prices 3 Year Probability Range) concluded in an rough expectation for US house prices to target a gain of between 20% and 30% over the next 3 years that would be punctuated by a correction during 2023.
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Thursday, March 16, 2023
Macro transition; Goldilocks now, Deflation later / Stock-Markets / Stock Market 2023
By: Gary_Tanashian
Since projecting the Q4-Q1 broad market rally back in November, we have been managing a macro transition within this rally. Based on the leadership of the Semiconductor sector and Tech, it has been dubbed a “Goldilocks” (inflationary pressures not too hot, not too cold) transition, as inflationary pressures ease (the inflation has come and gone, while it’s lagging supply chain and services related effects linger on) and the former inflation trades under-perform.
There is a word for what supply chain and related services are doing and it’s called “gouging” by opportunistic entities squeezing the inflation hysteria for all it is worth. But I digress.
While waiting for the gold stock sector to truly become unique (not quite yet) in the post-bubble environment an honest look at the macro will yield a developing fundamentally positive view for gold mining (details beyond the scope of this article), but also insofar as the macro transition from Goldilocks to deflation has not yet come about, a hell of a lot of quality Tech/Growth stocks beaten down and looking to rally (actually, many have already begun to rally).
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Thursday, March 16, 2023
The Shocking Truth About the FDIC and Your Bank Deposits / Personal_Finance / Financial Crisis 2023
By: EWI
Why you can't rely on the FDIC if your bank goes under
Editor's note: The failures of Silicon Valley Bank and Silvergate Bank have many observers of the banking system discussing the possibility of contagion. Even so, many depositors feel safe because their deposits are covered up to $250,000 by the F.D.I.C. (Federal Deposit Insurance Corporation). However, this feeling of safety may very well be misplaced.
Here are some important insights about the F.D.I.C. and the safety of your bank deposits.
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Thursday, March 16, 2023
I Walked into the Mercedes Dealership… / Economics / Motoring
By: Submissions
By Chris Wood : I couldn’t believe what I saw at the Mercedes dealership… 5% is the magic number… The simplest way to profit from the EV boom…- I walked into a Mercedes shop in New Orleans the other day and was shocked…
All I saw were electric vehicles (EVs). Rows and rows of them.
I had to walk all the way to the back of the store to check out the “old school” gas-powered models.
Thursday, March 16, 2023
Are St. James’s Place Funds Any Good / Personal_Finance / Investing 2023
By: Sumeet_Manhas
Investing gives you the opportunity to grow your money over a period of several years. Whether you want to save for retirement or simply want to leave something behind for your children, every investor has a different time line and goal.
The funds that you invest in can have a tremendous impact on the fees you pay, long-term returns, and your overall financial success. While no investment firm can guarantee performance, over 900,000 investors trust their money with St. James’s Place to invest in funds managed by financial professionals.
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Thursday, March 16, 2023
How to Change, Replace Your Car Battery - Nissan Micra IV Example / Personal_Finance / Motoring
By: HGR
Winter is still biting which means many older car batteries may not have enough charging capacity to turn the starter motor to start the car. So it is time for a new battery, here's how to go about changing your car battery including potential issues that tend to crop up such as which cable to disconnect first and to ensure you have the right posts for the battery clamps. This example is using a Nissan Micra IV
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Monday, March 06, 2023
Stocks Bull Market Milestones / Stock-Markets / Stock Market 2023
By: Nadeem_Walayat
The Chat AI War has begun! You thought it was game over with Open AI GPT? That is just the start! In fact I consider GPT a toddler compared to Google's Einstein! Because GOOGLE MONETIZES their AI to the tune of $40 billion per quarter! It's called Google SEARCH! Whilst Microsoft is onto a winner of sorts, however it isn't going to even come close to dethroning Google!
Woo hoo mission accomplished on run to S&P 4040! What mission? Trimming! Cash on accounts up from 7% a couple of weeks ago 10.8% today, trust me having adequate cash on account makes a big difference to ones investing psychology, the difference between fearing price drops to anticipating them even if one is near 90% invested, so maybe those skimming along at near 100% invested need to look into trimming, for me 12% cash is my current goldilocks zone as a function of the accounts I hold i.e. a wide spectrum from those designed for high turnover such as Etorro right trough to the glacial Interactive Investor and AJ Bell where one is reluctant to act due to rip off fees, which is actually a good thing for the long run.
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Monday, March 06, 2023
Silver’s Subtle Indication / Commodities / Gold & Silver 2023
By: P_Radomski_CFA
Namely, while the GDXJ (upper part of the chart) moved only a little above its recent high, silver has pretty much doubled its previous short-term upswing.
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Monday, March 06, 2023
Using Forex Trading Charts for Trend Analysis & Predictive Trading / Currencies / Forex Trading
By: Boris_Dzhingarov
The foreign exchange, or forex, market is the largest financial market in the world. Traders in the forex market use various tools to analyse trends and make informed trading decisions. One of the most valuable tools for forex traders is the trading chart, which enables traders to track market movements and identify potential trading opportunities.
This article will explore how forex trading charts can be used for trend analysis and predictive trading. If you’re looking for a way to level up your forex trading game, why not use the tradingview platform?
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Tuesday, February 28, 2023
Current State of the Stocks Stealth Bull Market / Stock-Markets / Stock Market 2023
By: Nadeem_Walayat
The Dow closed Monday at 33,629 vs the trend forecast road map of 32,750, so the Dow continues to show a positive deviation against the forecast of +2.7%, up from the +2.2% deviation as of 9th of Jan.
- Stocks Bear Market Max PAIN - Trend Forecast Analysis to Dec 2023 - Part1
- Stock Market Analysis and Trend Forecast Oct 2022 to Dec 2023
Tuesday, February 28, 2023
Warning: Dark Days are Closing in on Apple / Companies / Apple
By: Stephen_McBride
iPhone sales are in trouble… Apple’s “dirty” growth tactic can no longer mask its disappointing results… Could this “mystery” project save Apple from doom?…
- I’ve got some bad news… Dark days are closing in on Apple.
I understand this may come as a shock.
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Monday, February 27, 2023
US Housing Market House Prices Current State / Housing-Market / US Housing
By: Nadeem_Walayat
The only way I am going to be able to get the US housing market mega analysis done and dusted is if I break it up into digestible chunks, hence it will be delivered in 3 parts -
1. US Housing Stocks and Implications for House Prices
2. US Economy Implications for House Prices.
3. US House Prices Analysis and concluding 3 year trend forecast.
Why housing stocks first and not last?
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Sunday, February 26, 2023
The META METAVERSE MEGA-TREND - AI VR Tech Stocks Investing 2023 / Companies / Metaverse
By: Nadeem_Walayat
After descending into the depths of hell the META Stock price is coming alive as that which the herd pundits dismiss as a gimmick is starting to gain traction, the METAVERSE, they will only get it when they see META trade to new all time highs, gaming is where it is right now and what most focus on but that is a mere pinprick of what the Metaverse will herald, realistic computer generated worlds in real time. One aspect of the Metaverse that most completely miss is GAME PLAYING! Not playing games but GAME PLAYING where one plays out scenarios in the metaverse...
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Sunday, February 26, 2023
Gold Price Is ALMOST Ready to Rally / Commodities / Gold & Silver 2023
By: P_Radomski_CFA
Enough is enough. No market can decline without correcting every now and then. And both gold and the USDX point to an upcoming reversal.
Let’s start with gold.
Is It Over?
Looking at its price from a short-term point of view, we see that it paused for a brief moment at its 38.2% Fibonacci retracement level.
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Sunday, February 26, 2023
Stock Market Every thing Every Where All At Once! / Stock-Markets / Stock Market 2023
By: Nadeem_Walayat
Virtually everyone was open jawed last week as to why the hell are stock prices soaring on BAD EARNINGS reports and yes regardless of how the headless chickens on the cartoon network (CNBC) were reacting in trying to explain the price action they were BAD EARNINGS reports as flagged by the EGF's which had zero impact on stock prices that instead of plunging soared into the stratosphere, why? It's because earnings reports are looking in the rear view mirror at what has already happened which is why one needs to be aware of current EGF and future EGF as well as current P/E relative to the high-low P/E range for each stock as shown in my AI stocks table. Our perception of time is not linear as we flit from the past (memories) into the future (forecasts, hopes and dreams) and back into the present, in a constant state of flux and so it is for all market participants which is the true nature of the markets, everything, everywhere all at once.
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Sunday, February 26, 2023
Fed President Worried the Fed Risks a Repeat of the 1970s / Interest-Rates / Inflation
By: MoneyMetals
Gold and silver markets drifted lower again this week as investors braced for additional Fed rate hikes to come.
On Wednesday, the Federal Reserve released the minutes from its latest policy meeting. Policymakers agreed on the need for additional increases in interest rates. They settled on just a 0.25% bump up at their last meeting. But some dissenters called for a larger 0.5% hike.