BREwmaster said:

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bmoochie said:

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Curious if anyone saw this and what it would mean?? What semi company's are based in china that this could be? Or do we think this could be a nothing burger?

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this strikes me as a nothing burger. China probably has 2 or 3 for every 1 U.S. engineer working over there that can do just the same job or knows how to. They are masters of copying.

and everything Biden does to China or appears to, is completely calculated and is coordinated with China. They helped put him in office.

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A critically important story not getting enough attention. https://t.co/4URnxaM3L1

— Cassandra B.C. (@michaeljburry) October 15, 2022

HumpitPuryear said:

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Driven by what? Is this a hunch? Throwing darts? Or is there some specific events or fundamentals that justify the forecast?

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irish pete ag06 said:

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HumpitPuryear said:

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Driven by what? Is this a hunch? Throwing darts? Or is there some specific events or fundamentals that justify the forecast?

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The only one that has gotten into the grease of it is that post election they expect grid lock government and the markets like that.

Like I said. I don't see it.

Keep in mind these folks are representing investment companies and such. So the markets up make them money. I will say that the one guy who went the most in depth was pretty bleak a year ago according to my co-workers.

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Farmer @ Johnsongrass, TX said:

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CC09LawAg said:

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XOM down a little today but seems to not be reacting to the overall downward trend. I'm going to hop back in once I get a little more confirmation it is staying steady.

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I think you'll be fine. Monday's always allow XOM traders a buying opportunity in the mornings to sell in the afternoons (should you get nervous).

If you're a CPI player. My old posts reflect that CPI will not/should not see any improvements because of the way it's calculated in YoY fashion. On Oct 13th, the CPI print will replace the Sep 2021 monthly increase of 0.4% and therefore no real help to the market from CPI. However, as we enter the 4th Quarter, the new CPI's will replace, October 2021 = 0.9%; November 2021 = 0.7%; and December 2021 = 0.6%. As these data points roll off, the annualized rate will remain high, but the 6 month annualized rate will be in the area of 2%. The CPI on the 13th "may" allow you a cheaper XOM entrance, but I am not sure about that based on all the other worldly factors. Going back to CPI, after Powell has a couple more rate hikes in 2022,....we roll into 2023 and likely have the Fed revisit their stance because of economic improvement (see my comment on 6 month annualized rate), we should be challenging the S&P 500 ATH by June 2023. Yeah, you can bookmark this. The largest wild card will be Russia/Ukraine and I'm banking on them still in turmoil by the time we reach June 2023.

ETA: Still banging my drum

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GreasenUSA said:

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irish pete ag06 said:

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HumpitPuryear said:

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Driven by what? Is this a hunch? Throwing darts? Or is there some specific events or fundamentals that justify the forecast?

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The only one that has gotten into the grease of it is that post election they expect grid lock government and the markets like that.

Like I said. I don't see it.

Keep in mind these folks are representing investment companies and such. So the markets up make them money. I will say that the one guy who went the most in depth was pretty bleak a year ago according to my co-workers.

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So they expect the Dems to gridlock themselves during their (possibly) last 2 months in power during the lame duck?

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irish pete ag06 said:

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GreasenUSA said:

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So they expect the Dems to gridlock themselves during their (possibly) last 2 months in power during the lame duck?

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Is there where I say the market is forward thinking?

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