Black Monday

[winner69]

BREAKING: White House says if the US defaults, the stock market is expected to decline by more than 45%.. ….from an outfit called Spectator

Big bargains on the way …….cash ready

[alokdhir]

BREAKING: White House says if the US defaults, the stock market is expected to decline by more than 45%.

Big bargains on the way …….cash ready

Almost negligible chance of that happening ...so why prepare for such an event !!

They need scare people to get their suitable deal ...which will happen few days before money finishes ...lol

[Valuegrowth]

However,I don't rule out kind of panic situation. At the end patient and disciplined investor will win.

BREAKING: White House says if the US defaults, the stock market is expected to decline by more than 45%.

Big bargains on the way …….cash ready

I don't think so. Only thing I expect is coming bear market after the longest bull market. Of course time to time there could be heavy sell-off, volatitity in all types of markets. Bull market will follow bear market. Bear market will follow bull market. This time is no different to me. Under the current situation,value investing makes sense. Rule number one: Never make lossess again.

[percy]

Value vs Growth,.
https://stockhead.cmail19.com/t/d-l-vlydro-yupddjlly-c/

[Ggcc]

BREAKING: White House says if the US defaults, the stock market is expected to decline by more than 45%.. ….from an outfit called Spectator

Big bargains on the way …….cash ready

Panic!!!!!!! Sell all your shares tomorrow…….. oh wait when was the last time they ever defaulted. Please remind me.

[SailorRob]

However,I don't rule out kind of panic situation. At the end patient and disciplined investor will win.

I don't think so. Only thing I expect is coming bear market after the longest bull market. Of course time to time there could be heavy sell-off, volatitity in all types of markets. Bull market will follow bear market. Bear market will follow bull market. This time is no different to me. Under the current situation,value investing makes sense. Rule number one: Never make lossess again.

Meanwhile on a place called planet Earth in Q1 of 2023;

As of quarter-end, if our portfolio were viewed as one see-through company, based on sell-side consensusestimates (or when unavailable our own estimates), our portfolio would be trading at a 1-year-forward P/Emultiple of 7.6x and a 3-year forward P/E multiple of 5.2x.10,11 This implies a ~21% net income CAGR andassumes no share repurchases over that period. I am optimistic about the prospects of our currentportfolio, particularly the margin of safety that I believe is embedded in our see-through multiple.

Here I was thinking we are in a generational bear with many hundreds of quality companies that have had 10 years wiped of their share prices not to mention 50%.

[SailorRob]

Sorry. It should be "can't find any strong Tech company below a 15 P/E".

https://www.currentmarketvaluation.c...e-earnings.php
https://www.currentmarketvaluation.c...-indicator.php

And run me through the math of why we should find them?

[alokdhir]

https://www.squirrel.co.nz/blogs/hou...cri-1131155066

Other side of the story

IMO ...we will have another 25-50bips increase ...but thats actually inconsequential to real rates ...markets have already done it ...But will Banks raise usable rates for masses ...fearing more business loss ...so overall theme that we are done is easier to see ...rates topped shud encourage equity investment in next few months

RV stocks big reversal is showing early signs of that

[winner69]

https://www.squirrel.co.nz/blogs/hou...cri-1131155066

Other side of the story

IMO ...we will have another 25-50bips increase ...but thats actually inconsequential to real rates ...markets have already done it ...But will Banks raise usable rates for masses ...fearing more business loss ...so overall theme that we are done is easier to see ...rates topped shud encourage equity investment in next few months

RV stocks big reversal is showing early signs of that

Good to see you back into happy / cheery / positive mode alokdhir after appearing to be down in the dumps of late.

[alokdhir]

Good to see you back into happy / cheery / positive mode alokdhir after appearing to be down in the dumps of late.

Never want to be a " Sour Pusses " as referred by our dear friend on other site ....lol

Thanks for your encouragement as ever ...U r not only very informative poster but a perfect gentlemanly one too ...