What Experts Say about This Past Week--Investment & Finance Thread Jan. 25

Weekly investment & finance thread ^ | Jan. 25, 2015 | Freeper Investors

[abb]

YHOO, T, AMGN also beat. Look for big pop @ tomorrow’s open.

[abb]

I enjoyed Lynch’s writing.

The man was gifted and Ned Johnson had sense enough to let him do his job without interfering.

[expat_panama]

My thinking is that this points to a surge in the entire tech sector...

[expat_panama]

shudda read ur post before I entered mine...

[abb]

My thinking is that this points to a surge in the entire tech sector...

[BipolarBob]

I bought X the other day based on technicals and their strong beat means ringing the register tomorrow. Woo-hoo!

[expat_panama]

Beautiful day today!   Yesterday's selloff that wasn't has now become what futures trades call +0.30% for metals and +0.25% for stocks.   Another thing is we'll only have to put up w/ MBA Mortgage Index, Crude Inventories, and the FOMC Rate Decision; headlines:

• US stocks suffer biggest drop in 3 weeks MarketWatch - 5:42am NEW YORK (MarketWatch) - U.S. stocks recorded their biggest decline in three weeks on Tuesday, following a surprise drop in durable-goods orders and disappointing earnings from Microsoft Corp.
• Fed seen remaining patient with rate guidance amid global turmoil Reuters - 5 hours ago WASHINGTON (Reuters) - The Federal Reserve is expected to signal it remains on track to begin raising interest rates later this year, as the central bank shows confidence that low inflation and rising risks from abroad have yet to derail the U.S.
• Global shares resilient as investors pin hopes on Fed; Apple outperforms
• Oil rises on hopes Saudis may step in Oil futures rise as some optimism about output permeates markets.
• Gold to find floor in 2015, paving way for gains next year Gold faces a third year of losses in 2015 as the United States prepares for its first interest rate rise in nearly a decade, but the market should also find a floor, clearing the way for a recovery next year, a Reuters poll showed. The survey of 38 analysts and traders conducted earlier this month Reuters

[Wyatt's Torch]

Oil rises on hopes Saudis may step in Oil futures rise as some optimism about output permeates markets.

WTI -2.5% this morning...

[Diana in Wisconsin]

“Gold to find floor in 2015, paving way for gains next year: Gold faces a third year of losses in 2015 as the United States prepares for its first interest rate rise in nearly a decade, but the market should also find a floor, clearing the way for a recovery next year...”

CHA-CHING! BTW, I haven’t lost a dime on gold in 14 years. But, you already knew that. I was strapped in for the downhill ride, now I’m strapped in for the uphill! Wa-Hoo! :)

[expat_panama]

Maybe I’ve been naive, but somehow I’d always thought that the price of oil was just nuts’n’bolts market set. Now I’m thinking that there’s so many hard to quantify factors that we’ve left reality and gone more into ‘feeelings’....

[Wyatt's Torch]

Fed reiterates “Patience”

[abb]

Suzanne Pleshette as Patience Barton

"Support You Local Gunfighter"

[Wyatt's Torch]

FOMC Jan 2015 Redline Comparison

[Wyatt's Torch]

Unanimous. No dissent. Interesting.

[abb]

I don’t see a rate hike this year. Bill Gross is on CNBC right now saying that he expects it in June or thereabouts.

[Wyatt's Torch]

I think they do it just to show that they can/will do it. In the grand scheme it won’t change anything and is nothing more than symbolic.

[Wyatt's Torch]

10Y UST 1.7269

[Wyatt's Torch]

that being said Gundlach says it’s a very bad idea to raise rates for “philosophical reasons”

http://www.zerohedge.com/news/2015-01-28/jeff-gundlach-warns-fed-about-make-big-mistake-thats-why-bond-yields-are-crashing

[expat_panama]

tx! that’s a very good way of reading between the lines on the FOMC report.

[expat_panama]

don’t see a rate hike this year

The whole goal w/ rate hikes is fighting inflation.  There isn't any, and so a rate hike is not only not needed but it just adds to the risk of deflation.

 

mho....