Free Republic
Browse · Search
News/Activism
Topics · Post Article

Skip to comments.

Investment & Finance Thread (week July 6 - July 12 edition) [my title: The Economy Looks Great!]
Weekly investment & finance thread ^ | July 6, 2014 | Freeper Investors

Posted on 07/06/2014 10:24:34 AM PDT by expat_panama

 

Huh. 

While coming into the second half of 2014 we just had the GDP and employment rpts, and what happened is we got what seemed to be contradictory -2.7% and +6.3 bombshells.    On the other hand (Truman hated economists saying that) a look at the year over year GDP return along with the employment/population ratio puts the two together.

[click to enlarge]

The reason GDP growth looks solid is because that -2.7% was just one Qtr to the next, so last week's rpt tells us more about how good Q4 was than it does about how bad Q1 turned out.  Something else is the fact that over this past 1/2 year employment/population is finally making a move --a move we've not seen since the "recovery" began in '09.

 

 

 

OK, so last week I said "IMHO we're in an economy where we can still make money but it's just going to take more effort", but judging how stocks'n'metals are now rising up from this year's base there's reason to think that it may not take as much effort after all...

 

This is the thread where folks swap ideas on savings and investment --here's a list of popular investing links that freepers have posted here and tomorrow morning we'll go on with our--

Open invitation continues always for idea-input for the thread, this being a joint effort works well.   Keywords: financial, WallStreet, stockmarket, economy.



TOPICS: Business/Economy; Government; News/Current Events
KEYWORDS: economy; financial; stockmarket; wallstreet
Navigation: use the links below to view more comments.
first previous 1-2021-4041-6061-73 next last
To: Chgogal

When you say “Feds” do you mean “Federal reserve” or “Federal Government” because my answer would be very different.


21 posted on 07/07/2014 5:17:27 AM PDT by Wyatt's Torch
[ Post Reply | Private Reply | To 18 | View Replies]

To: M Kehoe
Not yet...


22 posted on 07/07/2014 5:54:29 AM PDT by Wyatt's Torch
[ Post Reply | Private Reply | To 8 | View Replies]

To: All

I hope this doesn’t spread

Truckers strike at Los Angeles, Long Beach ports
http://www.ktbs.com/story/25957772/truckers-strike-at-los-angeles-long-beach-ports


23 posted on 07/07/2014 2:04:37 PM PDT by Lurkina.n.Learnin
[ Post Reply | Private Reply | To 22 | View Replies]

To: Chgogal; Wyatt's Torch
It wasn't me that was saying that, but Steve Forbes on a question and answer session with a small group of people. I believe he had just written a book.

In answering a question, Mr. Forbes said that after the election the Feds are going to, quote, stick their claws into mutual funds, etc. He didn't elaborate. Nor did he show any approval or disapproval that I could tell. My impression (right or wrong) is that the gov’t meddling is a done deal. I don't know if it's called for by Dodd-Frank or not.

I came in very late to the session (Bloomberg TV) and only saw the last five minutes or so. But I thought what little I did hear was troubling, to say the least.

24 posted on 07/07/2014 8:02:58 PM PDT by MichaelCorleone (Jesus Christ is not a religion. He's the Truth.)
[ Post Reply | Private Reply | To 18 | View Replies]

To: Wyatt's Torch; Chgogal

I can answer that; I was quoting Steve Forbes. I’m reasonably sure he was referring to the Federal Government.


25 posted on 07/07/2014 8:06:46 PM PDT by MichaelCorleone (Jesus Christ is not a religion. He's the Truth.)
[ Post Reply | Private Reply | To 21 | View Replies]

To: abb; Abigail Adams; abigail2; AK_47_7.62x39; Aliska; Aquamarine; Archie Bunker on steroids; ...

So yesterday we had metals flat and stocks falling and today we're seeing metals solidly up with stocks continuing to fall.  Reports today -JOLTS - Job Openings and Consumer Credit.  Headlines direct from  the Confirmation Bias Newsdesk:


26 posted on 07/08/2014 4:22:09 AM PDT by expat_panama
[ Post Reply | Private Reply | To 25 | View Replies]

To: MichaelCorleone; Wyatt's Torch; Chgogal; Lurkina.n.Learnin
These are from The 40-Year Evolution of the US Stock Market in One Single GIF - Quartz: (click on 'em to make 'em big):

Someone please help me think on this...

27 posted on 07/08/2014 4:49:21 AM PDT by expat_panama
[ Post Reply | Private Reply | To 25 | View Replies]

To: expat_panama

I tried. Now my head hurts.


28 posted on 07/08/2014 5:35:29 AM PDT by BipolarBob (Obama - The Scandal a Week President.)
[ Post Reply | Private Reply | To 27 | View Replies]

To: expat_panama

Great?! Not hardly. When I get the 1st Qtr 401k statement in a few days, I’ll be greatly paring my future stock allocations as well as moving a good portion of the accumulated stock money into bonds/cash/safer funds, etc.

The market won’t levitate on printed Fed money forever. And I don’t consider the June performance of losing 500K full-time jobs while gaining 1M part-time jobs anything but flat to bad.

Prices going up as wages and hours worked go down and the subsistence rolls swell is not a recipe for prosperity.


29 posted on 07/08/2014 6:29:42 AM PDT by citizen (There is always free government cheese in the mouse trap.....https://twitter.com/kracker0)
[ Post Reply | Private Reply | To 1 | View Replies]

To: citizen

https://www.youtube.com/watch?v=JCmkZFMSuFQ


30 posted on 07/08/2014 7:59:37 AM PDT by BipolarBob (Obama - The Scandal a Week President.)
[ Post Reply | Private Reply | To 29 | View Replies]

To: BipolarBob

hey that was neat!


31 posted on 07/08/2014 9:04:26 AM PDT by expat_panama
[ Post Reply | Private Reply | To 30 | View Replies]

To: expat_panama; citizen
"Let them lead you
up in the air"

Just trying to cheer up citizen.

32 posted on 07/08/2014 9:32:35 AM PDT by BipolarBob (Obama - The Scandal a Week President.)
[ Post Reply | Private Reply | To 31 | View Replies]

To: BipolarBob

Let the good times roll!


33 posted on 07/08/2014 9:50:14 AM PDT by citizen (There is always free government cheese in the mouse trap.....https://twitter.com/kracker0)
[ Post Reply | Private Reply | To 32 | View Replies]

To: Lurkina.n.Learnin

“Truckers strike at Los Angeles, Long Beach ports”

Two jurisdictions, side by side, make up the biggest shipping port in the United States.


34 posted on 07/08/2014 10:06:02 AM PDT by truth_seeker
[ Post Reply | Private Reply | To 23 | View Replies]

To: expat_panama; Wyatt's Torch
Can either of you confirm or refute the claim that our government plans on meddling in the investment fund business? Do you have an opinion on what the fallout might be if true?

Since the banking and investment industry is already heavily regulated, it's hard to see how more is better. If you would share your thoughts on this we would all benefit and appreciate it.

35 posted on 07/08/2014 8:28:23 PM PDT by MichaelCorleone (Jesus Christ is not a religion. He's the Truth.)
[ Post Reply | Private Reply | To 27 | View Replies]

To: abb; Abigail Adams; abigail2; AK_47_7.62x39; Aliska; Aquamarine; Archie Bunker on steroids; ...

--and a good morning to all!  Futures are seeing a continuing climb in metals after yesterday's gain while stocks are seen flat after yesterday's drop (bargain hunting after profit taking?); IBD's headline said it all: Stocks Keep Sliding; Market Under Pressure.  Reports today include MBA Mortgage Index, Crude Inventories, and FOMC Minutes.   Some news feeds:


36 posted on 07/09/2014 4:08:44 AM PDT by expat_panama
[ Post Reply | Private Reply | To 35 | View Replies]

To: expat_panama

Good link >> • The Fed Increasingly Resembles Mexico’s Bank - Desmond Lachman, RCM << All should read.

Seems to me that the FED has become or, I guess, always was, an entity serving first it’s political and Wall Street masters and secondly following sound financial policy.

By inflating up one bubble or another the FED pleases the current political administration while assuring that the rich get richer via easy money and inflated asset value.

The rest of us suffer greatly while paying for it all as the bubble inflates and certainly when it bursts.

I’ll be largely abandoning stocks for safer havens soon.


37 posted on 07/09/2014 5:09:55 AM PDT by citizen (There is always free government cheese in the mouse trap.....https://twitter.com/kracker0)
[ Post Reply | Private Reply | To 36 | View Replies]

To: MichaelCorleone

When they propose confiscating wealth from 401k’s is when the shooting starts...


38 posted on 07/09/2014 5:45:55 AM PDT by Wyatt's Torch
[ Post Reply | Private Reply | To 25 | View Replies]

To: MichaelCorleone; Wyatt's Torch
...confirm or refute the claim that our government plans on meddling in the investment fund business? ...   ...the banking and investment industry is already heavily regulated...

The facts I'm working with are that the left struggles to plunder as much of the nation's wealth as possible, and that incomes and corp profits are already maxed out on the right side of the Laffer curve, so that leaves seizing private wealth.  Other observable realities that we've seen already in Europe range from Cypress' 10% bite to Gorbachev's flat out confiscation of all private savings.  In the U.S. we saw the Executive Branch rob GM stockholders outright while expanding restrictions on capital flight of private savings (Banks, Fidelity Start Saying Sayonara To U.S. Expatriates ... news.investors.com).

So.  Other than that....

39 posted on 07/09/2014 5:48:21 AM PDT by expat_panama
[ Post Reply | Private Reply | To 35 | View Replies]

To: MichaelCorleone

I have heard for years that the Dems want to target 401k’s and potentially impose a 10-20% “one time tax” where they just take the money. Been hearing that since the mid-90’s. The natural course of government is to regulate more. I have no doubt that the Dems think they can sell confiscation to voters by demagoguing those with 401k’s as “rich” and “greedy”. And given the makeup of the electorate it’s an easy sell. And you will have rich Dems being okay with it because most of their wealth will be protected. The ones who will get killed are the middle class. As always.


40 posted on 07/09/2014 5:51:11 AM PDT by Wyatt's Torch
[ Post Reply | Private Reply | To 35 | View Replies]


Navigation: use the links below to view more comments.
first previous 1-2021-4041-6061-73 next last

Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.

Free Republic
Browse · Search
News/Activism
Topics · Post Article

FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson