Nominal yield is coupon rate (annual interest/face)
Current yield yes around 8% (annual interest/cost)
*Investors Blog*
- Thread starter Warstud
- Start date
Current yield yes around 8% (annual interest/cost)
Higher for longer is back. Well it never really left, but the market was hoping.
All things considered the broad market is kind of shrugging it off.
All things considered the broad market is kind of shrugging it off.
Seems like the bond market is not listening, this has been an underlying theme I've noticed.
https://finance.yahoo.com/quote/^TNX?p=^TNX
P
Munger owns Wells Fargo, BofA and USB
He did sell off a few but he still has BofA , Citigroup and Ally .
Munger owns Wells Fargo, BofA and USB
Very cool, somehow I missed this. It’s a big holding in my spec account, I don’t pay much attention to it because it just keeps going up.
Some years ago I paid $90ish a share.
WMT, Walmart announced a three for one stock split yesterday effective Feb 23 for shareholders of record on February 22.
GM continues to climb the ladder, unfortunately I sold mine after a 20% or so gain over three month period. It was a smart move to lock in the profit and I don’t regret it, no way could I have known what the fourth quarter would’ve brought in which turned out to be very good.
I’m tempted to load up on both GM and WMT to compromise my entire Roth. But I’m liking a couple big tech names as well. We shall see. Would love to see the market gets slammed over period of a few days if it does, that’s when I’ll make a move.
In the meantime, I’m too chicken
Some years ago I paid $90ish a share.
WMT, Walmart announced a three for one stock split yesterday effective Feb 23 for shareholders of record on February 22.
GM continues to climb the ladder, unfortunately I sold mine after a 20% or so gain over three month period. It was a smart move to lock in the profit and I don’t regret it, no way could I have known what the fourth quarter would’ve brought in which turned out to be very good.
I’m tempted to load up on both GM and WMT to compromise my entire Roth. But I’m liking a couple big tech names as well. We shall see. Would love to see the market gets slammed over period of a few days if it does, that’s when I’ll make a move.
In the meantime, I’m too chicken
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Yes, wouldn't you know it was my auction day to roll a bunch of my t-bill ladder over
No more Camaro after 2024. Hopefully the dealers don't mark them up.
https://www.cnbc.com/2024/01/31/gun...-makes-him-nervous-sees-likely-recession.html
I’ve seen a few interviews of him getting very antsy about the economy.
I’ve seen a few interviews of him getting very antsy about the economy.
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10year=3.86
I saw that it was 3.9 at lunch. Cratering. 24 basis points in 5 trading days. Oil is getting kicked also.
Someone knows something, and aren't saying.
Suppose to be a 64% chance of a rate cut in March and a 99% chance in may
Short end doesn't really affect the long end. However they have been discussing ending QT. Did that come out - I haven't had a chance to look?
Before the meeting the market was pricing in 6 rate cuts - one every meeting except yesterdays, so 64% chance in March is less chance than before the meeting.
JHZR2
Staff member
Question is why the excessive liquidity that allows this.
Is it really due to fundamentals like earnings growth?
it has only been in mega caps, while the rest of the market has not broken through. So only the top 7-10 stocks in the S&P.
When the liquidity stops, then what??
With everything being so overvalued in all markets, I just can't buy the stocks that have market caps over a trillion dollars.
I can't even wrap my head around what a trillion dollars in cash would look like, let alone paying that much money to buy some over hyped tech company outright. Instead, I started looking for value stocks that are growing.
I decided to buy a turn around story, a stock whose stock price has gotten severely punished for 10 years worth of bad mergers in non core businesses, but is finally divesting from those non core businesses and focusing on their specialty.
It's price to book is close to 1. It's has a much smaller price to book, price to earnings, and much smaller market cap than it's 2 main rivals. It's starting to take off like a rocket, and with the high speed C-Band 5G rollout really speeding up, along with its expanding fiber wired internet business, and it's 6%+ dividend.
I can't even wrap my head around what a trillion dollars in cash would look like, let alone paying that much money to buy some over hyped tech company outright. Instead, I started looking for value stocks that are growing.
I decided to buy a turn around story, a stock whose stock price has gotten severely punished for 10 years worth of bad mergers in non core businesses, but is finally divesting from those non core businesses and focusing on their specialty.
It's price to book is close to 1. It's has a much smaller price to book, price to earnings, and much smaller market cap than it's 2 main rivals. It's starting to take off like a rocket, and with the high speed C-Band 5G rollout really speeding up, along with its expanding fiber wired internet business, and it's 6%+ dividend.
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