Gregmal

LOL probably got banned for being on the wrong side of the aisle again.

FNMA +15% since this. Sour grapes I guess.

It was a joke, don’t be so butthurt. Isn’t there another recession around the corner?

You don’t really need to be that smart; it’s just pattern recognition and behavioral. It was the same thing these losers did with and still kinda do with inflation. Trying so desperately to convince you half a percent or heck even one tenth of one percent in this direction or that is this super big huge deal with has gargantuan implications. Similar stuff they pulled during Covid with various data. All you gotta do is see the agenda and fine tune the way you process it.

This is what they do. Theyre either "confused" when they run their mouths about this, or plainly dishonest. Either way, why even pay attention to what they have to say anymore? Haven't we learned by now?

Seems like everything is a magic number with bonds. 4.5%as we ve seen here, this morning saw 4.61% as a headline. So much important stuff here to consider

They had a bunch of issues with the genetics acquisition they made and in general there was still a lot of the supply chain/covid carryover mishmash showing up with these companies in 2023. Currency headwinds as well IIRC. No idea on the specifics of the CFO but haven't heard anything indicating something to be concerned about. In a steady state environment I think normalization is low double digit organic growth. Tariffs could be a headwind, but that's also been factored into the valuation. Also a takeout candidate.

Ain’t it funny how the only thing working for Trump haters are pro Trump policy things? Tough pill to swallow I’m sure

Yup

Same reasons I loved Hamilton Thorne. Valuation has come back down to Earth from the post covid rip. Been waiting for it around $150-160 SEK...it's good here IMO. Same goes for COO, but I like Vitrolife way more as the smaller cap pure play.

Yup own that too. Love both as long term tailwind surfers.

Eh looks like another dishonest POS…what gave it away? First paragraph; “Since the beginning of the month, the 10-year Treasury yield has increased by roughly 30 basis points, from 4.2 to 4.5 percent.” ….LOL ok…and? Then followed immediately by this deliberate gem; “Yields are almost a percentage point higher than they were late last summer.“ Huh? What a strange timeline! Why or how did the sleezo decide on this? Simple enough, because if he used the more generally accepted year over year comparison…he’d have a big ole UNCH! Kinda kills the hysteria if we’re honest….

+1 @Malmqky and @gfp Plus Id add….at that age, WTF do you have to lose in the first place? Unless it’s a unique situation, say an inheritance or something, what do you even have to worry about? Having a 30% drawdown on $40k? Even amongst some friends I have, mid 30s and 40s…if you have under $1m just keep working and investing. You’re kidding yourself thinking some internal genius of yours(that still has you stuck at a desk BTW) is gonna trade yourself into a faster retirement than just being patient and long term focused. Also easier than constantly fretting losing money you don’t need or preparing for the end of times. My general “not advice” suggestion is to take the first $50k and get yourself in a home that’s gonna be sufficient for 10-15 years. Still doable today, even if it’s with PMI. Then just collect assets and invest relentlessly.

Enough apparently to cut 1500 jobs.

More Vitrolife

I dunno if many of yall have been to Walmart lately, but they have a lot of useless, lazy, even borderline liability type employees. No loss real loss from downsizing

Or just doing what markets do after a 20% rally….which followed a 20% pullback. Which essentially has us flat….Rah rah

Everyone likes to say things like “no one’s seen a prolonged bear market”. But it’s even more amusing how no one has seen 5%+ rates. They legit think the earth is flat and after 5% is when we fall off the edge lol. But I’ll wait for the data point that “last time 10 year rates went to 6/7 the S&P was 100. 90%+ downside ahead”…

Treasury market is breaking today

They’re “soaring” again lmfao

lol plus, the sooner we stop starting everything with “so and so says”….the better.

Yup. Look at 2022 as a good example of some of whats unfolded with the experts and academics. "Rate hikes were a must" and the obvious play was to "short housing" because housing "always" crashes when rates go up. And yea, "get long banks" because banks will make tons of money with higher rates. And this was 100% the correct textbook interpretation of the macro. But as always, those tools weren't living in reality and using relevant applications of the real world. And they got smoked. But!!!! Ask them today? And well, it's "obviously because people were trapped into low rate mortgages with housing in record short supply, and banks had too much duration risk".....yea, GOATs of the armchair Monday morning QB these experts are. That's why overtime, you learn to ignore people whose broken record forecasts are regularly wrong, regardless of how well they can regurgitate whats "already happened". And also that the smartest sounding people, often macro or bearish folks, when you view their track records over time, judged solely on the results, really end up being some of the dumbest out there.

You were obviously too young to have applied for a mortgage or any sort of credit facility for the decade following the GFC. Behavior absolutely changed.

LOL that's literally 2/3 of what one should consider their entire investing timeline. Fortunes have been made many times over during this stretch. Even if you did little else but DCA the indexes. But yea, be fearful when others are....breathing.

The appeals to authority are relentless