U.S. stocks in free fall
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Re: U.S. stocks in free fall
Time to load up on TQQQ
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Re: U.S. stocks in free fall
Did you load up on March 31? It's about that level right now.
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Re: U.S. stocks in free fall
I didnt. But I am looking to get in on it. The tech is going to continue to prosper. There is little doubt about it.Triple digit golfer wrote: ↑Tue May 11, 2021 3:16 pmDid you load up on March 31? It's about that level right now.
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Re: U.S. stocks in free fall
We could get an inflation scare that leads to a selloff, particularly in the Nasdaq, but it could be exactly that, a scare and nothing more than transient inflation that soon blows away and people will curse themselves for not buying the dip. I actually discussed this theory last month. linkMarseille07 wrote: ↑Tue May 11, 2021 3:03 pm I wouldn't celebrate NASDAQ just yet, it lost 2.5% yesterday and doing less bad today that's all. A sell-off can continue here.
Re: U.S. stocks in free fall
Ha! Yeah, I suppose they're also still in a trading range. I was actually referring to the post-earnings period where employees are free to trade their employer's stock.
A useful razor: anyone asking about speculative strategies on Bogleheads.org has no business using them.
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Re: U.S. stocks in free fall
Well, I probably won't need to rebalance out of equity funds as soon as I had thought.
Gotta look on the bright side, right?
Broken Nan 1999
Gotta look on the bright side, right?
Broken Nan 1999
“If I cannot drink Bourbon and smoke cigars in Heaven then I shall not go." - Mark Twain
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Re: U.S. stocks in free fall
"Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
Re: U.S. stocks in free fall
Robot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
Whats a CPI day?
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Re: U.S. stocks in free fall
Just meant the CPI report is released tomorrow. Though it would be cool if they made a whole day out of it, with music and dancing and a big piñata.newyorker wrote: ↑Tue May 11, 2021 5:46 pmRobot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
Whats a CPI day?
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Re: U.S. stocks in free fall
I don't feel good about the report. We're entering a bear market soon.Robot Monster wrote: ↑Tue May 11, 2021 5:49 pmJust meant the CPI report is released tomorrow. Though it would be cool if they made a whole day out of it, with music and dancing and a big piñata.newyorker wrote: ↑Tue May 11, 2021 5:46 pmRobot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
Whats a CPI day?
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Re: U.S. stocks in free fall
Well, I can't predict the future, but just sold off some money market into my settlement fund, so my truck is fully gassed if things go sour.Marseille07 wrote: ↑Tue May 11, 2021 5:57 pmI don't feel good about the report. We're entering a bear market soon.Robot Monster wrote: ↑Tue May 11, 2021 5:49 pmJust meant the CPI report is released tomorrow. Though it would be cool if they made a whole day out of it, with music and dancing and a big piñata.newyorker wrote: ↑Tue May 11, 2021 5:46 pmRobot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
Whats a CPI day?
Re: U.S. stocks in free fall
Microsoft was a worldclass innovative business in the 2000s; but its share price went nowhere for fourteen and a half years after December 1999.gubernaculum wrote: ↑Tue May 11, 2021 3:18 pmI didnt. But I am looking to get in on it. The tech is going to continue to prosper. There is little doubt about it.Triple digit golfer wrote: ↑Tue May 11, 2021 3:16 pmDid you load up on March 31? It's about that level right now.
Amateur Self-Taught Senior Macro Strategist
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Re: U.S. stocks in free fall
SPX futures -0.4% already...bloodbath continues.
Re: U.S. stocks in free fall
Ah crap.... i bought 10 VOOs today... well time to buy more tmr
Re: U.S. stocks in free fall
Wow, futures down -0.4%, that’s a bloodbath of historic magnitude! Never seen anything like this in my 20 years of investing, we are in some deep trouble.
Brace for some serious impact. I’m going all cash tomorrow, sit-out the upcoming crash, and then successfully time the market my re-entering just before the next bull run.
Brace for some serious impact. I’m going all cash tomorrow, sit-out the upcoming crash, and then successfully time the market my re-entering just before the next bull run.
40% SPY | 10% stonks | 50% Cash
Re: U.S. stocks in free fall
We're doomed. Better give up on stocks and start buying baseball cards.
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Re: U.S. stocks in free fall
C'mon guys, haven't we talked US-only vs International to death. Let's get back to the topic at hand, US stocks in free fall. And we could get some stomach churning freefall if CPI gets wacky tomorrow morning! On the other hand, CPI might hand us a big nothing burger with all the juicy toppings.
Re: U.S. stocks in free fall
No problem, got off topic there. There hasn't been a RBD in awhile, that could be interesting.Robot Monster wrote: ↑Tue May 11, 2021 8:22 pm C'mon guys, haven't we talked US-only vs International to death. Let's get back to the topic at hand, US stocks in free fall. And we could get some stomach churning freefall if CPI gets wacky tomorrow morning! On the other hand, CPI might hand us a big nothing burger with all the juicy toppings.
Re: U.S. stocks in free fall
The comps for CPI for the next couple of months are going to be awful. It's going to look like it's going to the moon.Robot Monster wrote: ↑Tue May 11, 2021 8:22 pm C'mon guys, haven't we talked US-only vs International to death. Let's get back to the topic at hand, US stocks in free fall. And we could get some stomach churning freefall if CPI gets wacky tomorrow morning! On the other hand, CPI might hand us a big nothing burger with all the juicy toppings.
Re: U.S. stocks in free fall
My stocks are down...
But my Ethereum is up 6% in last 24 hours.
But my Ethereum is up 6% in last 24 hours.
Global stocks, IG/HY bonds, gold & digital assets at market weights 75% / 19% / 6% || LMP: TIPS ladder
Re: U.S. stocks in free fall
That's me!
And yes. Since March 2020 baby. I've got through 2030.
"The only thing that makes life possible is permanent, intolerable uncertainty; not knowing what comes next." ~Ursula LeGuin
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Re: U.S. stocks in free fall
That’s it! I thought I read that. Wow! How much of the portfolio did you allocate?
Tony
John C. Bogle: “Simplicity is the master key to financial success."
Re: U.S. stocks in free fall
20%
"The only thing that makes life possible is permanent, intolerable uncertainty; not knowing what comes next." ~Ursula LeGuin
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Re: U.S. stocks in free fall
Holding for long term or strategic play?
Tony
John C. Bogle: “Simplicity is the master key to financial success."
Re: U.S. stocks in free fall
Holding. Nothing in. Nothing out. It stays there doing its thing until 2030. Edit: Dividends reinvested.
"The only thing that makes life possible is permanent, intolerable uncertainty; not knowing what comes next." ~Ursula LeGuin
Re: U.S. stocks in free fall
A long interchange on the US vs. International debate has been removed. The thread was derailed.
Please stay on-topic - the US market, decreasing.
Please stay on-topic - the US market, decreasing.
Re: U.S. stocks in free fall
I wish we could see actual graphic comparisons of inflation YoY. I’m calling the bluff on the increase being due to the “base effect”.rockstar wrote: ↑Tue May 11, 2021 8:36 pmThe comps for CPI for the next couple of months are going to be awful. It's going to look like it's going to the moon.Robot Monster wrote: ↑Tue May 11, 2021 8:22 pm C'mon guys, haven't we talked US-only vs International to death. Let's get back to the topic at hand, US stocks in free fall. And we could get some stomach churning freefall if CPI gets wacky tomorrow morning! On the other hand, CPI might hand us a big nothing burger with all the juicy toppings.
I’ve read the news and boards way too much over the past couple years and I never saw prices fall much if at all…
Now everyone and everything is charging more for any product or service I’m interested in.
The market needs a serious correction to give me back confidence that we’re on the right track out of this mess. I’d have more confidence then oddly enough.
Re: U.S. stocks in free fall
Plus International usually follows the US off the cliff the day after anyway.Robot Monster wrote: ↑Tue May 11, 2021 8:22 pm C'mon guys, haven't we talked US-only vs International to death. Let's get back to the topic at hand, US stocks in free fall. And we could get some stomach churning freefall if CPI gets wacky tomorrow morning! On the other hand, CPI might hand us a big nothing burger with all the juicy toppings.
Wealth is not about having a lot of money; it's about having a lot of options.
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Re: U.S. stocks in free fall
Consumer price index – April 2021
The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.8 percent in April on a seasonally adjusted basis after rising 0.6 percent in March, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 4.2 percent before seasonal adjustment. This is the largest 12-month increase since a 4.9-percent increase for the period ending September 2008.
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Re: U.S. stocks in free fall
Why does increase inflation cause stock market to fall?
Is this just a temporary transient inflation? This too shall pass? Time to buy the dip?
Is this just a temporary transient inflation? This too shall pass? Time to buy the dip?
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Re: U.S. stocks in free fall
It looks like 4.2. so another big miss by the experts. I keep hearing the stock market is the best inflation hedge. So doesn't that mean the market will go up on today's news?Robot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
We plan. G-d laughs.
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Re: U.S. stocks in free fall
Hopefully it will go down more before it goes upMishkaWorries wrote: ↑Wed May 12, 2021 8:21 amIt looks like 4.2. so another big miss by the experts. I keep hearing the stock market is the best inflation hedge. So doesn't that mean the market will go up on today's news?Robot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
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Re: U.S. stocks in free fall
Just not before Friday. I'd like to get one 401K contribution in on this dip.gonefishing01 wrote: ↑Wed May 12, 2021 8:22 amHopefully it will go down more before it goes upMishkaWorries wrote: ↑Wed May 12, 2021 8:21 amIt looks like 4.2. so another big miss by the experts. I keep hearing the stock market is the best inflation hedge. So doesn't that mean the market will go up on today's news?Robot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
We plan. G-d laughs.
Re: U.S. stocks in free fall
Lol, when I read this I scrolled up a little to check if it was forester posting.Marseille07 wrote: ↑Tue May 11, 2021 5:57 pmI don't feel good about the report. We're entering a bear market soon.Robot Monster wrote: ↑Tue May 11, 2021 5:49 pmJust meant the CPI report is released tomorrow. Though it would be cool if they made a whole day out of it, with music and dancing and a big piñata.newyorker wrote: ↑Tue May 11, 2021 5:46 pmRobot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
Whats a CPI day?
Re: U.S. stocks in free fall
Meh, it’s not unexpected given the supply chain issues and the pipeline thing, etc.MishkaWorries wrote: ↑Wed May 12, 2021 8:21 amIt looks like 4.2. so another big miss by the experts. I keep hearing the stock market is the best inflation hedge. So doesn't that mean the market will go up on today's news?Robot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
Re: U.S. stocks in free fall
Diamond hands everyone
Re: U.S. stocks in free fall
Pipeline thing isn't captured in this report.nigel_ht wrote: ↑Wed May 12, 2021 8:26 amMeh, it’s not unexpected given the supply chain issues and the pipeline thing, etc.MishkaWorries wrote: ↑Wed May 12, 2021 8:21 amIt looks like 4.2. so another big miss by the experts. I keep hearing the stock market is the best inflation hedge. So doesn't that mean the market will go up on today's news?Robot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
I get the brush off on the supply chain, however, if the supply chain issues continue, it can feedback onto the broader economy, which can then have wider spread effects like wage inflation. This happened in the 70s with the oil shock. And even when oil cratered around 1985, it took a long while for the inflation to settle down. So I'm careful of blowing off supply chain issues when they start having long tails as the semiconductor issue appears to have.
Re: U.S. stocks in free fall
Here we go. Hold on.
Stocks-80% || Bonds-20% || Taxable-VTI/VXUS || IRA-VT/BNDW
Re: U.S. stocks in free fall
Either the stock market or the bond market is mistaken - they cannot both be correct.
Amateur Self-Taught Senior Macro Strategist
Re: U.S. stocks in free fall
Took this opportunity to TLH some tech shares I bought earlier this year and dumped it into VTI. Sometimes speculation works and sometimes it doesn't.
Re: U.S. stocks in free fall
And yet, they are both correct.
Global stocks, IG/HY bonds, gold & digital assets at market weights 75% / 19% / 6% || LMP: TIPS ladder
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Re: U.S. stocks in free fall
My vague understanding of things is that investors are nervous because stock prices are dependent on the Fed's easy-money policies. If the Fed is forced to tamper down on inflation, they'd have to stop the easy money.MishkaWorries wrote: ↑Wed May 12, 2021 8:21 amIt looks like 4.2. so another big miss by the experts. I keep hearing the stock market is the best inflation hedge. So doesn't that mean the market will go up on today's news?Robot Monster wrote: ↑Tue May 11, 2021 5:36 pm "Asian stocks are set for a weak open after a selloff in U.S. equities amid ongoing concerns that faster inflation as commodities advance could pose a test for the recovery from the pandemic."
Remember folks, it's CPI day tomorrow!
3.6 % consensus, 2.9 % to 3.8 % consensus range. link
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Re: U.S. stocks in free fall
Not long ago we were excited to cross S&P 500 at 4,000. We may do it again soon!
Re: U.S. stocks in free fall
Expectation of higher rates. Rates go up. Value of cashflows go down.bugleheadd wrote: ↑Wed May 12, 2021 8:18 am Why does increase inflation cause stock market to fall?
Is this just a temporary transient inflation? This too shall pass? Time to buy the dip?
We should see elevated inflation numbers through the summer as inflation was down last summer. If higher inflation persists into 2022, then we have a real problem.
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Re: U.S. stocks in free fall
Backed the truck up a little on:
Vanguard Emerging Markets (rebalanced to desired level)
Disney (funny money fun)
Vanguard Emerging Markets (rebalanced to desired level)
Disney (funny money fun)
Re: U.S. stocks in free fall
My forecast is becoming clearer, US CPI peaks at 7% to 8% in June/July, bonds have final sell off - representing a great buying opportunity - before equity market bust in Q3/Q4.
Amateur Self-Taught Senior Macro Strategist
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