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Posted
1 minute ago, Konebhar6 said:

Too many deals in the market. :D Will keep some money for next week. Asale Covid new strain rumors anta. Travel restrictions already in place anta. 

Lots of Anta.com @csrcsr

Chinese team finds coronavirus that could infect humans via same route as Covid

south china post news nunchi ante...already spread aipoindi..

https://www.scmp.com/news/china/science/article/3299491/chinese-team-finds-new-bat-coronavirus-could-infect-humans-same-route-covid

Posted
30 minutes ago, krishnaaa said:

 

Bought NU and some RDW

Got some RDW today...33mtnj.gif

  • Upvote 1
Posted
55 minutes ago, megadheera said:

Almost yearly high kada chitti

yearly high 309 kada 

1 minute ago, Anta Assamey said:

Nuvvu enta confident cheppu... Dani batti enni 5 figures decide avutanu...33mtnj.gif

 

Posted
2 hours ago, megadheera said:

😀 vellaki assalu bore kottada.. ee debbatho PD 2020 cross avvali

Miller gadu edo scheme tho vastadu to make it retrogress 

Posted

Weekly Market Recap & Key Developments (Feb 21, 2025)
US markets saw their worst week of 2025
 * Market Performance: S&P 500 -1.7%, Dow -1.7%, Nasdaq -2.2%.
 * Sector/Stock Highlights: Financials and Consumer Discretionary led declines. UNH fell 8% on a DOJ probe. Walmart weakened on soft guidance. Tech giants (TSLA, NVDA, INTC, GOOGL, AMZN, MSFT, META) stumbled. CRWD dropped on DOJ/SEC scrutiny.
 * Market Drivers: Existing home sales fell 4.9% (median price $396,900, +4.8% YoY). Consumer sentiment hit a 15-month low, with inflation expectations at a 1995 high (3.5%). Policy uncertainty around spending cuts and tariffs increased. Profit-taking occurred, especially in tech.
 * Corporate/Regulatory: Fed hinted at rate cuts. Treasury yields dipped. Tesla recalled 376,241 vehicles.
 * Implications: Market cautious on inflation/tariff risks, tech valuations, and housing trends (inventory up, affordability a concern).

  • Sad 1
Posted

What do you guys think about Macro conditions going forward?

I am expecting unemployment rate to start going up in Q2 and shelter inflation to come down. This should lead to more rate cuts hopefully.

My portfolio is completely aligned for this scenario.

Tariffs effect if at all should be transitionary as its a one time bump and not an incremental increase. Also Trump has been using them as negotiating tool....so the max percentages can be ignored.

Posted
54 minutes ago, krishnaaa said:

What do you guys think about Macro conditions going forward?

I am expecting unemployment rate to start going up in Q2 and shelter inflation to come down. This should lead to more rate cuts hopefully.

My portfolio is completely aligned for this scenario.

Tariffs effect if at all should be transitionary as its a one time bump and not an incremental increase. Also Trump has been using them as negotiating tool....so the max percentages can be ignored.

I expect choppy markets for the remaining years of his presidency. A statement here, a statement there and markets reacting accordingly. Unemployment numbers to go up in the near term. Tariffs euphoria will go down in a bit to keep inflation in check. REITS and other capital intensive industry stocks will do better if rates go down more than anticipated.

Just my Saturday morning blabbering. All may be wrong.

Posted
13 minutes ago, vkk said:

I expect choppy markets for the remaining years of his presidency. A statement here, a statement there and markets reacting accordingly. Unemployment numbers to go up in the near term. Tariffs euphoria will go down in a bit to keep inflation in check. REITS and other capital intensive industry stocks will do better if rates go down more than anticipated.

Just my Saturday morning blabbering. All may be wrong.

Agree with you.

People who are used to fixed income....with ratecuts .... will try to get into Dividend and REITS as you said.

Currently Dividends and REITS are undervalued. Its better to be early and collect dividends while we wait.

 

When I was researching for REITS, I came across MPW with 7% dividend.

Its medical industry which is usually robost and they had been having some issues with their tenents going Bankrupt and its dividends had been slashed 75%. Its stock price went down from 21$ to below 4$. Now they started getting the back rents and situation is expected to improve going forward.

Bought below 4$ and been collecting dividends. Stock has been up more than 20% as well. :)

Will keep it for a year till rate cuts happen and see. 

 

Point is that whatever is your conviction, utilize it to earn money :)

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