Exnavyew's Account Talk

[exnavyew]

Thar she blows!! :1244:

Prayers to all in the path of Helene.

Satellite video shows ‘potentially historic’ Hurricane Helene from space

(Note: link still seems to work)

Access to this page has been denied

Residents who didn't follow county's evacuation order told to write name, birthday on body

"If you or someone you know chose not to evacuate, PLEASE write your, name, birthday and important information on your arm or leg in A PERMANENT MARKER so that you can be identified and family notified," the post read.

Residents who didn'''t follow county'''s evacuation order told to write name, birthday on body | firstcoastnews.com

 

[exnavyew]

A little early and 'only' a 57% chance.
Simply FYI:


[h=1]Fed seen cutting rates another 50 bps in November[/h]Fed seen cutting rates another 50 bps in November


[TABLE="class: grid-thm grid-thm-v2 w-lg, width: 744"]
[TR="bgcolor: #FFFFFF"]
[TH="bgcolor: #F8F8F8, align: center"]Target Rate (bps)[/TH]
[TH="bgcolor: #F8F8F8, colspan: 4, align: center"]Probability(%)[/TH]
[/TR]
[TR="class: compact, bgcolor: #FFFFFF"]
[TH="bgcolor: #F8F8F8, align: center"]Now *[/TH]
[TH="bgcolor: #F8F8F8, align: center"]1 Day
26 Sep 2024[/TH]
[TH="bgcolor: #F8F8F8, align: center"]1 Week
20 Sep 2024[/TH]
[TH="bgcolor: #F8F8F8, align: center"]1 Month
27 Aug 2024[/TH]
[/TR]
[TR="bgcolor: #FFFFFF"]
[TD="class: center, align: center"]425-450[/TD]
[TD="class: number highlight, align: right"]56.7%[/TD]
[TD="class: number, align: right"]49.3%[/TD]
[TD="class: number, align: right"]50.4%[/TD]
[TD="class: number, align: right"]12.6%[/TD]
[/TR]
[TR="bgcolor: #FFFFFF"]
[TD="class: center, align: center"]450-475[/TD]
[TD="class: number highlight, align: right"]43.3%[/TD]
[TD="class: number, align: right"]50.7%[/TD]
[TD="class: number, align: right"]49.6%[/TD]
[TD="class: number, align: right"]45.8%[/TD]
[/TR]
[TR="bgcolor: #FFFFFF"]
[TD="class: center, bgcolor: #CBDADD !important, align: center"]475-500 (Current)[/TD]
[TD="class: number highlight, bgcolor: #CBDADD !important, align: right"]0.0%[/TD]
[TD="class: number, bgcolor: #CBDADD !important, align: right"]0.0%[/TD]
[TD="class: number, bgcolor: #CBDADD !important, align: right"]0.0%[/TD]
[TD="class: number, bgcolor: #CBDADD !important, align: right"]41.6%[/TD]
[/TR]
[TR="class: odd"]
[TD="class: center, colspan: 5, align: center"]* Data as of 27 Sep 2024 01:16:50 CT[/TD]
[/TR]
[/TABLE]

 

[tsptalk]

Coin flips are good. Keeps us guessing.

 

[exnavyew]

Was gonna 'FYI' post the following story.
Warren is holding more T-bills than the federal government!?
The article is 'cautionary' in tone.

Jim Grant says Warren Buffett is warning us about US stocks by pivoting to this 1 asset class. Should you?

 

[exnavyew]

Given the east coast strike this is interesting. :scratchchin:


https://ilaunion.org/ila-president-...-productive-meeting-last-november-with-trump/

 

[exnavyew]

Strictly FWIW, NOT advice:
Tom Nash video.

https://www.youtube.com/watch?v=-xQEQjgsLzs

 

[exnavyew]

Say what?


[h=1]The port strike will tip the US into recession if it lasts more than a month, researcher says[/h]https://www.yahoo.com/news/finance/news/port-strike-tip-us-recession-222021122.html

 

[exnavyew]

Looks like Harold Dagget (Longshoreman Union President) might have his membership on strike for awhile.
CNN video clip below.
I got a little Jimmy Hoffa vibe from Harold.


Hear union leader’s response when asked if he’s worried strike will hurt Americans

https://www.yahoo.com/news/hear-union-leader-response-asked-184925131.html


Given the east coast strike I found this interesting, make of it what you will.
https://ilaunion.org/ila-president-...-productive-meeting-last-november-with-trump/

 

[nasa1974]

In the short term I think people are sympathetic for what is going on with the longshoreman. But if it goes on for a couple of weeks it will turn to anger as it starts to affect all of us.

 

[Epic]

Looks like Harold Dagget (Longshoreman Union President) might have his membership on strike for awhile.
I got a little Jimmy Hoffa vibe from Harold.

Have you seen this dudes house????? Holy crap. I'll never ever ever have anything even close to that nice..............and it's in Jersey. Do you know how much Property Tax is in Jersey??? It's INSANE.
Check it out > > > > https://nypost.com/2024/10/02/busin...ion-has-bentley-5-car-garage-and-guest-house/





..

 

[exnavyew]

Residents who didn't follow county's evacuation order told to write name, birthday on body

"If you or someone you know chose not to evacuate, PLEASE write your, name, birthday and important information on your arm or leg in A PERMANENT MARKER so that you can be identified and family notified," the post read.

Residents who didn'''t follow county'''s evacuation order told to write name, birthday on body | firstcoastnews.com

Just FYI:

October jobs report expected to show slowing growth amid hurricane aftermath, Boeing strike​

https://finance.yahoo.com/news/octo...ricane-aftermath-boeing-strike-175408061.html

 

[exnavyew]

Great day do be in the Russell 2000.
Got some last summer and almost
dumped it when I got clobbered on Halloween.
Gonna watch the FED. I think the next rate cut is locked in but reading some
stuff, supposedly some of Trump's policies may re-ignite inflation, but it's early.

 

[exnavyew]

​

Keep your hands off my rate cuts!​

Fed meeting: Is the election outcome weighing on future rate cuts?​

https://finance.yahoo.com/video/fed-meeting-election-outcome-weighing-183600236.html

 

[exnavyew]

Just FYI:
In the video below Tom Lee says Bitcoin could be 6 figures before the end of 2024!?
Also, he said small caps could gain 100% 'in the next 2 years'.
I've been pursuing Russell 2000 and the S-Fund and the Election day boom was indeed a very pleasant surprise.
Definitely did not see that coming.
But am not currently gonna add to
positions until I get a better feel of what Trump's policies are actually gonna be.

Again FWIW:

 

[exnavyew]

Tue is giving back my Mon gains and then some.
For now though, steady as she goes.
If the rest of the week is red will have to re-evaluate.
Buy the dip? 'flee to the G'? time will tell.

 

[exnavyew]

FYI:

Banks flood US debt market in biggest single-day raise since 2016, BMO says​

https://finance.yahoo.com/news/banks-flood-us-debt-market-220701648.html

 

[exnavyew]

I get the feeling that Trump's election has overshadowed Fed rate cuts. That is, market is trying to figure out his new economic policies and how it will affect the stock market.
Just an observation FWIW.
30% S-fund, 20% C-fund, hedging my bets.
btw, what's the 'juicy' part of Dec historically?

sample story:

Markets look to Howard Lutnick, other Trump economic picks for signals on tariffs​

https://finance.yahoo.com/news/mark...c-picks-for-signals-on-tariffs-180200546.html

 

[exnavyew]

Hope so:

Wall Street strategists are forecasting Trump's tax cuts will send stocks soaring in the coming years​

https://finance.yahoo.com/news/wall-street-strategists-forecasting-trumps-013615539.html

 

[exnavyew]

Just FYI:

Tom Lee has said that the 2T 'on the sidelines' in money-market funds will flow back into equities but
not so says Apollo economist as per below.

The Fed's rate cuts will spark a $2 trillion exodus from money-market funds, Apollo chief economist says​

https://www.yahoo.com/finance/news/feds-rate-cuts-spark-2-054301808.html

 

[TommyIV]

Just FYI:

Tom Lee has said that the 2T 'on the sidelines' in money-market funds will flow back into equities but
not so says Apollo economist as per below.

The Fed's rate cuts will spark a $2 trillion exodus from money-market funds, Apollo chief economist says​

https://www.yahoo.com/finance/news/feds-rate-cuts-spark-2-054301808.html

Apollo is saying the credit market is the main landing spot for the money-market rotation, not equities. Money flowing into the credit market would lower interest rates across its market. Margin available to investors is credit. Lower-interest rates for owed margin would lower the risk of using it to invest. New money would then fuel the market higher.