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Updated December 28, 2023
October 2nd, 2023, 04:24 PM
boston ma
Posts: 389 since Dec 2012
Thanks Given: 12
Thanks Received: 108
some large caps already under for the quarter causing drag
otherwise magnificent 7 seem alright and correlates well behaved
dollar still pumping with yields again indirectly stimulating globally
asia with yen/yuan, europe, etc. and increasing domestic buying power
Can you help answer these questions from other members on NexusFi?
Best Threads (Most Thanked) in the last 7 days on NexusFi
October 4th, 2023, 03:28 PM
boston ma
Posts: 389 since Dec 2012
Thanks Given: 12
Thanks Received: 108
good because energy, gasoline are dropping with vix , yields paused
October 9th, 2023, 03:59 PM
boston ma
Posts: 389 since Dec 2012
Thanks Given: 12
Thanks Received: 108
well crude flipped things over. reworked the charts and now though recovered less upside
October 10th, 2023, 03:59 PM
boston ma
Posts: 389 since Dec 2012
Thanks Given: 12
Thanks Received: 108
seems like small blips cannot overturn the overall
October 11th, 2023, 04:00 PM
boston ma
Posts: 389 since Dec 2012
Thanks Given: 12
Thanks Received: 108
good mkt, mag7 full on
October 13th, 2023, 03:24 PM
boston ma
Posts: 389 since Dec 2012
Thanks Given: 12
Thanks Received: 108
mag 7 dip, bargain calls
October 16th, 2023, 12:48 PM
boston ma
Posts: 389 since Dec 2012
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would sub lulu for lux component aapl, lagging
ADBE
AMZN
ANET
AVGO
AXP
BRK/A
CMG
CRM
DAX
ETN
FAST
FDX
FSLR
FTNT
GOOGL
HPQ
INTU
IWM
IYT
KLAC
LIN
LLY
LRCX
LULU
MA
MAR
MDLZ
META
MRVL
MSCI
MSI
NFLX
NVDA
NXPI
ON
ORLY
PLTR
QQQ
SNY
SPY
SYK
TSLA
TSM
TTWO
V
VRTX
WMT
retail, travel, semis, discretionary, credit, biotech, infotech
October 20th, 2023, 04:39 PM
boston ma
Posts: 389 since Dec 2012
Thanks Given: 12
Thanks Received: 108
welp time for bonds
October 23rd, 2023, 05:21 PM
boston ma
Posts: 389 since Dec 2012
Thanks Given: 12
Thanks Received: 108
the extrema 2y and 30y both slightly breached otherwise 5s/10s at support
renewed interest in bonds would increase treasury balance while decreasing money supply
https://www.federalreserve.gov/monetarypolicy/bst_recenttrends.htm
on an overshoot, the fed could just buy bonds to temper supply appropriately
hence a fed put but on bonds this time in the view of inflationary pressures
at some point excess capital can be absorbed instead of feeding higher prices
dropping inflationary assets like indexes, labor and real estate is one method for this redirection
the later equilibrium of finding a yield that spurs healthy consumer loan generation TBD
October 25th, 2023, 04:54 PM
boston ma
Posts: 389 since Dec 2012
Thanks Given: 12
Thanks Received: 108
tbh if china is supporting etfs and japan is the largest holder of treasuries, then asia would be the place to spur stimulus hopes
both related currencies should also be supportive. and perhaps china might also turn to treasuries again to continue the flow
indirect boon to china related import-export especially business with neighbors in semi industry without strict gov ownership
Last Updated on December 28, 2023