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Opinion: Semiconductor stocks are bubbly, as companies’ sales are worse than most investors think
https://www.marketwatch.com/story/semico...od=opinion

(19-11-2019, 03:12 PM)smalkmus Wrote: [ -> ]

(19-11-2019, 01:29 PM)holymage Wrote: [ -> ]Truth is, the whole world has been printing money, US, Europe, Japan, China etc. Inflation has yet to hit the middle class unlike in the late 1970s to early 1980s, but the chickens always come home to roost.

I am wondering if inflation hits us like the late 1970s, and in times to come. What will be the best investment to hedge against this scenario?

GOLD

or bungalow in best district in Singapore

Earnings recession is expected to swallow all of 2019 after holiday forecasts disappoint
https://www.marketwatch.com/story/earnin...ewer_click

Opinion: Companies’ core earnings are more crazily distorted than investors realize, and that puts stocks at risk
https://www.marketwatch.com/story/compan...ck_seemore

Quite surprised that the market did not react significantly to the employment data

U.S. private sector job growth slows down sharply in November: ADP
https://www.marketwatch.com/story/privat...2019-12-04

(05-12-2019, 04:47 PM)Behappyalways Wrote: [ -> ]Quite surprised that the market did not react significantly to the employment data

U.S. private sector job growth slows down sharply in November: ADP
https://www.marketwatch.com/story/privat...2019-12-04

hi Behappyalways,



If animal spirits are low,
good employment data --> not bullish (does not support rate cut).
bad employment data --> not bullish (oh no, things are getting worst)

End of the day, it is all about narratives, i suppose.

Unfinished Business 1: Are U.S. Stocks Really Expensive?
https://www.bloomberg.com/opinion/articl...nd=opinion


If you buy into Warren Buffett’s advice to be ‘fearful when others are greedy,’ then get ready to be full of fear
https://www.marketwatch.com/story/if-you...yptr=yahoo


A survey of tech execs signals Warren Buffett is right about market being pricey
https://www.cnbc.com/2019/12/19/warren-b...-2020.html

Jeffrey Gundlach talks stock market, the Fed's 'massive u-turn,' and the next recession
https://m.youtube.com/watch?v=ikO6fMMGvjc

(Have not taken into account Boeing stopping production of 737 Max from Jan 2020)

U.S. manufacturing slump worsens in December as ISM index falls to 10-year low
https://www.marketwatch.com/story/us-man...ck_seemore