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EZEtoGRU

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  1. Haha
    EZEtoGRU got a reaction from pubic_assistance in I feel the RM community needs to also go on strike   
    Yes but can a smart techy fix a lousy attitude?
  2. Haha
    EZEtoGRU reacted to + DynamicUno in Twitter Bird is Gone   
    Changing a well trademarked logo design to something that can't be registered as a trademark lifted from another source (possibly without any compensation to the originator) seems exactly like the genious level business marketing we've come to expect from Mr. Musk.
  3. Haha
    EZEtoGRU reacted to + Coolwave35 in I feel the RM community needs to also go on strike   
    Nothing can fix a lousy attitude. My hope was that a smart techy could have a touch of autism or Asperger’s and not notice. 
  4. Eye Roll
    EZEtoGRU got a reaction from marylander1940 in I feel the RM community needs to also go on strike   
    Yes but can a smart techy fix a lousy attitude?
  5. Like
    EZEtoGRU got a reaction from EastbayMike in I feel the RM community needs to also go on strike   
    Yes but can a smart techy fix a lousy attitude?
  6. Like
    EZEtoGRU got a reaction from SamSpring in I feel the RM community needs to also go on strike   
    Yes but can a smart techy fix a lousy attitude?
  7. Haha
    EZEtoGRU reacted to DWnyc in I feel the RM community needs to also go on strike   
    A reminder of free market economics. 
    nothing stopping you from going on strike if you feel so strongly, and maybe invite other providers to join you.
    Look forward to your reporting back how that’s going for you. 
  8. Haha
  9. Haha
    EZEtoGRU got a reaction from + augustus in Inflation continues to fall   
    We now have the longest consecutive market rally since 2017…and inflation keeps falling!!
  10. Eye Roll
    EZEtoGRU got a reaction from + augustus in Inflation continues to fall   
    Yes the economy seems to be full steam ahead…even as inflation continues to abate.   The Stock market is loving it!
  11. Haha
    EZEtoGRU got a reaction from + BOZO T CLOWN in Inflation continues to fall   
    We now have the longest consecutive market rally since 2017…and inflation keeps falling!!
  12. Like
    EZEtoGRU got a reaction from marylander1940 in Inflation continues to fall   
    We now have the longest consecutive market rally since 2017…and inflation keeps falling!!
  13. Haha
    EZEtoGRU got a reaction from + BOZO T CLOWN in Inflation continues to fall   
    Yes the economy seems to be full steam ahead…even as inflation continues to abate.   The Stock market is loving it!
  14. Haha
    EZEtoGRU reacted to samhexum in Inflation continues to fall   
    So brevity runs in the family?
    😇😁😜
  15. Applause
    EZEtoGRU got a reaction from marylander1940 in Inflation continues to fall   
    Yes the economy seems to be full steam ahead…even as inflation continues to abate.   The Stock market is loving it!
  16. Like
    EZEtoGRU got a reaction from + stevenkesslar in Inflation continues to fall   
    Yes the economy seems to be full steam ahead…even as inflation continues to abate.   The Stock market is loving it!
  17. Like
    EZEtoGRU reacted to samhexum in Inflation continues to fall   
    US Stock Rally Plows Forward Amid Peak-Rate Bets
    US stocks rose on Wednesday as investors cheered cooling inflation in the UK and looked ahead to a kickoff in tech earnings due at the close of New York trading.
     
     
  18. Haha
    EZEtoGRU got a reaction from Danny-Darko in Inflation continues to fall   
    Positive inflation news out today.  This is definitely a trend as inflation has been falling for 12 straight months now.  Separately, I read something yesterday about Florida being the inflation hot-spot in the country currently.
    US inflation cooled in June for the 12th straight month | CNN Business
    WWW.CNN.COM What a difference a year makes.  
  19. Like
    EZEtoGRU reacted to Poppie in Johnson’s in Tampa   
    He was there last Friday night. What a sight to behold.
  20. Like
    EZEtoGRU reacted to + azdr0710 in 411 on NickkXL in NYC   
    There are lots of other satisfying things to do besides that stuff. We all have our quirky preferences!  
  21. Haha
    EZEtoGRU got a reaction from Luv2play in CDC issues malaria alert, 5 locally contracted cases reported in USA!   
    Yet another reason not to visit Florida or Texas.  The list keeps growing!
  22. Haha
    EZEtoGRU got a reaction from + sync in CDC issues malaria alert, 5 locally contracted cases reported in USA!   
    Yet another reason not to visit Florida or Texas.  The list keeps growing!
  23. Like
    EZEtoGRU got a reaction from RealAvalon in Testosterone Study Shows NoHeart Risk   
    Good news with this study. However TRT still does come with other risks. Testosterone is considered a super-food for prostate cancer. If there is a history of prostate cancer in your family, be very wary. 
  24. Like
    EZEtoGRU reacted to + jeezopete in Johnson’s in Tampa   
    Didn't see him tonight (Thursday). I'll be there again Fri. or Sat. night & let you know.
    However, for those interested in serious muscle, Travis from Swinging Richards in Atlanta is in Tampa for the weekend. See him at Johnsons.

  25. Like
    EZEtoGRU reacted to + stevenkesslar in Inflation continues to fall   
    If we're talking about COVID, inflation, and investing, there's another aspect of inflation that should be noted.  And the verdict is out on that, too.
    Something important happened in January 2021 that changed the inflation game.  And, no, it's not what you're thinking.  That's the month that S & P 500 earnings rebounded from under $100, and took off like a space ship for a year.  Anyone who owned stocks, and especially tech stocks,  knows the relationship between rising inflation and big capital gains in 2021.
    S&P 500 Earnings

    The numbers in that website are clear.  And the same point is expressed in the chart above.  S & P 500 earnings were at about $140 end of 2019.  Thanks to COVID, by the end of 2020 they tanked to a low of $94.13 in December.  Then starting January 2021 it was off to infinity and beyond for a year, peaking at $197.88 in January 2022.  It correlates to the huge S & P 500 rally, of course.  So inflation may have been miserable for people going to the gas station.  But it wasn't miserable for corporate America, and people investing in their stocks.
    Now the question is how much of the sugar high is sustainable, and whether a recession will put a dent in it.  At least for now it looks like S & P 500 earnings are stabilizing at around $175.  Way higher than right before COVID, but way lower than the sugar high of January 2022.  Breaks my heart, but I don't feel all that bad for corporate America.  I'll take the 3 % inflation, thank you.  😀
    Add Mike Wilson of Morgan Stanley to your list.  (This is him six months ago. Compare the S & P then to what it is today.)  Last year he was saying the S & P slide would continue into the first half of 2023, due to an "earnings recession."  He was sure wrong about that.  At least to the extent that he was predicting the S & P might revisit 3500, or lower. Oops!  Now he's saying it will happen in the second half of 2023.  We'll see.  Gloom springs eternal.  😉
    I've been having a fierce debate with one of my geeky nephews for about a year.  And he is winning, both factually and financially.  Partly because I listened too much to guys like Wilson.  I figured we were in a secular bear market like 2000 and 2008.  And it sure looked that way by the end of 2022.  So the idea that the S & P would keep going down to 3500 or lower made sense.  I bought a lot of tech stocks last October and November, and sold most of them in January and February thinking I'd make some nice but modest bear market rally profits. 
    My nephew argued that we're still in a secular bull market, but we just had this COVID sugar high.  I can't find an exact online version of it.  But he sent me a chart of the S & P 500 starting around 2011, where he just blocked out the years 2021 and 2022.  If you do that, it looks like the same bull market trend line, with this zig zag distortion way down and then way up and then down again.  That chart I did post above, which is about a year old, makes the point about the long term trend.  At least for now, we're right back into the bull market trend that started after the GFC. 
    My nephew bought SOXL (semiconductors/AI) last Fall as low as $7 a share, and just kept buying.  As of today his cheapest shares have quadrupled.  My epiphany came a few months ago.  I was thinking we are just having a long bear market rally, and surely it will be sell in May and go away.  Instead, May was when you were supposed to buy NVDA and AVGO.  Oops!  I bought a bunch of AMD late last year and sold it at like a 20 % profit in February, because I listened to Mike Wilson.  Oops!  Happily, my nephew has kicked my ass and is laughing his way to the bank.  Except he hasn't sold yet.  Who knows how high it will go?
    Mostly, inflation and the resulting corporate profit sugar high has been good to stock investors.  I still think the verdict is out on a recession, though.  Again, gloom springs eternal.  
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