Posted on 05/06/2021 7:01:23 PM PDT by John W
Booming stocks, internet-driven “meme” investments and the black box of hedge fund financing pose increasing risks as the U.S. economy emerges from the coronavirus pandemic and investor appetite soars, the Federal Reserve warned on Thursday in its latest report on financial stability.
“With investors ebullient on expectations for a strong rebound, it is important to closely monitor risks to the system and ensure the financial system is resilient,” Fed Governor Lael Brainard said in a statement released alongside the U.S. central bank’s semi-annual report, which reiterated some longstanding concerns and highlighted new ones.
Commercial real estate remains potentially vulnerable, the Fed said, particularly after a pandemic that may dim demand for office space, and businesses and households “remain under considerable strain” due to the impact of the virus.
Of emerging concern: the possibility of a quick reversal in recent stock market gains, the proven ability of social media to drive up stock prices and just as quickly drive them down, and the worrying implications for risk management when Archegos Capital Management, a family office, failed and led to losses at several large banks.
(Excerpt) Read more at apple.news ...
Yep.
HUH?
Growth stocks have been getting trashed this year. A couple of weeks ago the idiot Biden opened his mouth about 48% corporate taxes and immediately the market fell off a cliff.
I’m in an online investment group and when Biden talks we cringe. We’re not supposed to talk politics but one day someone posted “I miss Trump” which got a few likes before it was removed.
If these guys were so smart they wouldn’t tell us what was going to happen.
They want to see the USA in the tank and dead.
There are still lots of solid performing businesses in spite of the 4 year Coup and Peal Harbor II (November 3-4, 2020), when Foreign Nations, International financial institutions, Global Bureaucraps committed an act of War against the USA.
Their paid Patsies are inhabiting our fenced and barb wire surrounded Capital.
It's TIME to DownSize DC!
Restore the Constitution!Size DC!
‘A couple of weeks ago the idiot Biden opened his mouth about 48% corporate taxes and immediately the market fell off a cliff.”
Not. exactly. ...
“Growth stocks have been getting trashed this year.”
Which ones?
You must have fared better than we did. NASDAQ has been tough.
AMZN had blowout earnings and stock price got trashed. Also MSFT, a bunch of others. There are some exceptions.
ROKU had big earnings reported tonight - I hope this is the end of the trend and their price goes up tomorrow.
I do options and it’s been tough since the minute Biden brought up the 48% tax.
Just wish I had been doing options when President Trump was elected - I’d be WAYYY better off.
“You must have fared better than we did. NASDAQ has been tough.”
Tough? Up 8% this year. 24% annualized yield! Dump your on-line group!
We do options. I was doing great until that day.
I figure I’ll recover. My common stocks are ok except my growth stocks. ARKK type stocks are in the tank. I’ve had to re-allocate.
We will see.
“AMZN had blowout earnings and stock price got trashed”
Sitting right about where it was just before announcement ...
“Also MSFT, a bunch of others. “
Up 15% for the year!
If you look at the massive spike in shipping rates and the PE ratios of companies like SHIP and even CTRM (SHIP in particular now) I would get out of any “bubble” stocks and into this insanely undervalued sector. All of the major players have been acquiring vessels in the slump and they are poised for massive growth. Already bulk rates have skyrocketed and will do so through the summer. These are volatile markets but fundamentals still matter.
Both AMD & Apple had great earnings this past 2 weeks and the stocks fell by several dollars. AMD was in the mid 90’s then fell to the low 70’s since the first week of february because the democrats stole the election.
Nothing but massive spending and taxes from them.
Yes, I made $ when the announcement came about the 22 billion dollar contract - and so did Pelosi apparently. \
I keep a log. I lost 7300 right after the 48% tax speech. Mostly MSFT, AMZN, TSLA, SE.
Yeah, if they hadn’t been options it wouldn’t have mattered as much but I can’t imagine this happening if Trump had been POTUS.
Stocks are up in part because they and the economy tanked over covid and things seem to have “boomed” as they simply returned to normal.
The Dow is at record highs, Nasdaq may be up on the year, but many stocks have been dropping from their recent highs.
For traders as opposed to long term investors, the market has become very tough.
Give us some shipping related stocks you think are going to boom.
Strictly speaking about my speculation account. Longer retirement accounts are more index based and don’t get much if any activities.
Overall I’m down for the year right now. PLTR is killing me. That being said....I’m keeping my high dividend REITs and energy stocks (mainly XOM and SUN). Selling a lot of covered calls to at least lessen the impact of any downside.
It won’t be as good a year as last year I know, but I fully expect to at least gain some ground.
From a business and non-investment standpoint I’ll tell you that inflation is coming and HARD - lead times and prices are expanding dramatically across material sectors. Steel, copper, chips, even packaging. I fully expect my company to be gapped on product next year because of it.
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