Q: Although experts appear to need to constantly leave some measures of doubt, there are overwhelming signs a lot of these massive swings are electronically induced and some forms of ETFs the catalysts with the wishing hour all too predictable. I also find indigenous how clear calculations are presented to how each 1/4% rise means important profits to some industries but when it comes to those which are hurt, no hard numbers only a herd response of bad and avoid! Are not rising rates a sign of a better economy? Consider the avoid list: Electricity and heating, rents, telco bills they do not rise? Fundamentally, is not the formula I/R =V? So only the" R" is going up and the "I" at banks? Are analysts raising/ reducing their target prices on interest sensitive stocks while their prices are falling precipitously and yields rise close to typical average market returns over an extended period? It may be coming but any recent published downgrades I have access to are not sounding loud alarm bells or screaming "FIRE"!
Odd, overtime US TV specials on what is occurring and one of the how to protect yourself go toes is to consider the fundamentals of the stocks you own? It sounds good but to be polite very misguided momentum thinking stills seems to override any sense of good basic underwriting principles. How surprising, currently at the top of the BUY list by the experts putting their two cents in: Invest in companies that benefit from high volume trades! Well that is where the momentum is clearly positive!
Do I have a question? Actually yes, are there ways or signals to indicate the factors which are causing such volatility have burned themselves out and the shakeout over? Values which actually represent investing opportunities? It may be sound cynical but is there any hope of getting back to some resemblance of investing where fundamentals rather than financially engineered products are the real catalysts ruling markets or should we expect one calamity to the next ? Clearly no person can compete with AI programmed responses that override all else!
It would seem due diligence by doing your homework is no longer at the top of making a decent return and more importantly keeping it. Things do not only go in one direction, that is understandable but, what is currently going on, certainly cannot enhance the US system or its markets which again seems at the root of the problem impacting many, if not all markets!
Any insights you wish to make would be gratefully appreciated. Thank you.
Mike
Odd, overtime US TV specials on what is occurring and one of the how to protect yourself go toes is to consider the fundamentals of the stocks you own? It sounds good but to be polite very misguided momentum thinking stills seems to override any sense of good basic underwriting principles. How surprising, currently at the top of the BUY list by the experts putting their two cents in: Invest in companies that benefit from high volume trades! Well that is where the momentum is clearly positive!
Do I have a question? Actually yes, are there ways or signals to indicate the factors which are causing such volatility have burned themselves out and the shakeout over? Values which actually represent investing opportunities? It may be sound cynical but is there any hope of getting back to some resemblance of investing where fundamentals rather than financially engineered products are the real catalysts ruling markets or should we expect one calamity to the next ? Clearly no person can compete with AI programmed responses that override all else!
It would seem due diligence by doing your homework is no longer at the top of making a decent return and more importantly keeping it. Things do not only go in one direction, that is understandable but, what is currently going on, certainly cannot enhance the US system or its markets which again seems at the root of the problem impacting many, if not all markets!
Any insights you wish to make would be gratefully appreciated. Thank you.
Mike
