Recent comments in /f/wallstreetbets

devilsgospel666 t1_jdk804q wrote

Interesting to see someone bring this up, but yeah it's fuckin gross. Everyone in my generation is a whiny antiwork bitch crying for institutions to save them and living off their OnlyFans and I'm just over here making money pressing buttons in my basement a couple times a day. Ship them all to China honestly.

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devilsgospel666 t1_jdk74lf wrote

I saw some guy in another thread explain the phantom bullishness that seems to pervade the market even during shit like this. The gist of it was that the market is not a measure of the economy, but of institutional degeneracy and greed (or something like that but said much more intelligently). We'll keep going up because everyone wants to and market makers love making money. It makes a lot of sense when you think of it that way and I'm even going back on being a 🌈🐻 a little. Just until I close this put...

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JammyTodgers t1_jdk6r4e wrote

ill take a stab

  1. qt has been reversed
  2. despite crazy amounts of QE inflation adjusted the S&P 500 is not that much higher than pre covid levels
  3. there is no hard and fast reason why the fed will not implicitly accept a higher base line inflation rate if it is strategically expedient
  4. whilst its impossible to say whats on banks' balance sheets, the lack of global fallout from the CS shitshow is telling, large US banks still think their deposits are sticky
  5. ever since 2008, 2008 v 2 has been around the corner, ironically, 2008 v 2 is unlikely to happen until people forget about 2008

fundamentally if the USD moves towards a higher inflation tolerance regime we might see a systemic change in valuation considerations.

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donny1231992 t1_jdk67i5 wrote

Entire business models run on the fact that we’ve had low interest rates for over a decade. We are only seeing the tip of the iceberg on how this new environment will affect the economy. I think the rest of the year and the next will be full of ping-ponging between hope and fear. The market will chop around

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finntroller t1_jdk622k wrote

As long as rates keep increasing we will see the market drop. I dont think we can expect much more of a drop in earnings with another .25 raise and ive heard that might be all we need, so this could be near the bottom. Id imagine that for some companies it is the bottom, companies making money in this time is already outpacing the market even if the their price isnt reflective of that. Just buy good companies.

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