Economic Impacts of Iran War
05-04-2026 | 05:22 PM
#1531
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This post was automatically flagged for approval/moderation by the system. I don’t know why it was flagged. I deleted 4 duplicates of you replying with the same post. Again, no idea why you aren’t seeing your own posts. They were not flagged.
05-04-2026 | 05:29 PM
#1532
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That's a shame, it was some pretty primo stuff. Was going to change hearts and minds.
05-04-2026 | 06:48 PM
#1536
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Joined: Apr 2018
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There can be 2 correct answers to investing.
If you doubt me .....do a search of SOXL on APC a little over a year ago and my shout out to you re oil about a week ago and you will see the advocacy.(I worry about demand destruction which I don't think has been adequately addressed thus taking 20% off today)
One should look for logical investing opportunities as opposed to reasons to quake in your boots thereby missing golden opportunities.
05-04-2026 | 09:50 PM
#1537
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https://x.com/i/status/2050230304443408871
Side note....before the Great Financial Crisis the market hit all time highs despite flash red warning signs in Mortgage Backed Securities(MBS)and Bonds. Those that saw the writing on the wall and invested in credit default swaps(CDS)on those MBSs and Bonds were dismayed as the value of those CDSs continued to be marked despite fundamentals that clearly suggested the opposite.
IMO a similar situation is occuring now. So we'll just have to sit and wait as the market remains in Nirvana while inventories drain until the entire system breaks. Thats when will be a rush for exit liquidity thru a door that is entirely too small to handle the stampede
Side note....before the Great Financial Crisis the market hit all time highs despite flash red warning signs in Mortgage Backed Securities(MBS)and Bonds. Those that saw the writing on the wall and invested in credit default swaps(CDS)on those MBSs and Bonds were dismayed as the value of those CDSs continued to be marked despite fundamentals that clearly suggested the opposite.
IMO a similar situation is occuring now. So we'll just have to sit and wait as the market remains in Nirvana while inventories drain until the entire system breaks. Thats when will be a rush for exit liquidity thru a door that is entirely too small to handle the stampede
05-05-2026 | 08:57 AM
#1539
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Joined: Aug 2022
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Anyone see the famed economist GarySchilling predict a massive recession by the end of 2026?
he also said this last year
https://www.thinkadvisor.com/amp/202...market-likely/
Hope some of you listened and held cash in 2025. I didn’t listen unfortunately… the gains were quite concerning.
he also said this last year
https://www.thinkadvisor.com/amp/202...market-likely/
Hope some of you listened and held cash in 2025. I didn’t listen unfortunately… the gains were quite concerning.
05-05-2026 | 08:58 AM
#1540
Gets Weekends Off
Joined: Dec 2007
Posts: 6,193
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The market is not pricing in the largest energy crisis in the modern history of the human race. Ask AI bulls where the helium for Semiconductor production growth will come from.
Reality will settle in as inventories continue to rapidly decline in the next couple of months
Reality will settle in as inventories continue to rapidly decline in the next couple of months
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