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Peter,

Thanks for the acknowledgement, always nice to feel the love.

Yes it's a shame Mr fff decided to go private. As he lives in America (Sth Carolina) his observations were often insightful, never mind the irreverence, humour and as you say, off the beaten track stock ideas.

Apart from the time difference, why would anyone not trade the US? So many more varied strategies and instruments are available.
It would be nice to actually have a 2-way market. That however will be resisted by the powers-that-be for tax revenue purposes.

I'm in a pretty recession proof industry. Although with the increasing roll-out of AI, even my industry may feel the pinch down the road a little.

For next week:

[ATTACH=full]189925[/ATTACH][ATTACH=full]189924[/ATTACH][ATTACH=full]189923[/ATTACH][ATTACH=full]189922[/ATTACH]

The week that has just been:

[ATTACH=full]189928[/ATTACH][ATTACH=full]189927[/ATTACH][ATTACH=full]189926[/ATTACH][ATTACH=full]189921[/ATTACH]

So obviously not a 'month' but with two short weeks, December has so far been a disappointment for the bulls.

Valuations at the 'top' of markets are not a great timing tool. But what they do tell you is that markets do not shrug off bad news. So with the Fed losing control of inflation again...and it will get worse, kiss your rate cuts (for the moment) goodbye, that rollover of $7 Trillion in debt will REALLY pressure deficits.

The Bond market is telling you already that it is choking on paper. There is NO WAY without a major buyer (the Fed) that the credit markets can absorb and digest $7 Trillion. If the Fed is the buyer (and they will be) inflation is off to the races.

A falling stock market = falling tax revenues = increased deficits = Fed buying even more paper.

Long story short: this market is a bomb just waiting to explode. Unlike 2020, you can't buy this dip.

jog on
duc

<blockquote data-quote="ducati916" data-source="post: 1309437" data-attributes="member: 2975">Peter,Thanks for the acknowledgement, always nice to feel the love.Yes it&#039;s a shame Mr fff decided to go private. As he lives in America (Sth Carolina) his observations were often insightful, never mind the irreverence, humour and as you say, off the beaten track stock ideas.Apart from the time difference, why would anyone not trade the US? So many more varied strategies and instruments are available.It would be nice to actually have a 2-way market. That however will be resisted by the powers-that-be for tax revenue purposes.I&#039;m in a pretty recession proof industry. Although with the increasing roll-out of AI, even my industry may feel the pinch down the road a little.For next week:[ATTACH=full]189925[/ATTACH][ATTACH=full]189924[/ATTACH][ATTACH=full]189923[/ATTACH][ATTACH=full]189922[/ATTACH]The week that has just been:[ATTACH=full]189928[/ATTACH][ATTACH=full]189927[/ATTACH][ATTACH=full]189926[/ATTACH][ATTACH=full]189921[/ATTACH]So obviously not a &#039;month&#039; but with two short weeks, December has so far been a disappointment for the bulls.Valuations at the &#039;top&#039; of markets are not a great timing tool. But what they do tell you is that markets do not shrug off bad news. So with the Fed losing control of inflation again...and it will get worse, kiss your rate cuts (for the moment) goodbye, that rollover of $7 Trillion in debt will REALLY pressure deficits.The Bond market is telling you already that it is choking on paper. There is NO WAY without a major buyer (the Fed) that the credit markets can absorb and digest $7 Trillion. If the Fed is the buyer (and they will be) inflation is off to the races.A falling stock market = falling tax revenues = increased deficits = Fed buying even more paper.Long story short: this market is a bomb just waiting to explode. Unlike 2020, you can&#039;t buy this dip.jog onduc</blockquote>

[QUOTE="ducati916, post: 1309437, member: 2975"] Peter, Thanks for the acknowledgement, always nice to feel the love. Yes it's a shame Mr fff decided to go private. As he lives in America (Sth Carolina) his observations were often insightful, never mind the irreverence, humour and as you say, off the beaten track stock ideas. Apart from the time difference, why would anyone not trade the US? So many more varied strategies and instruments are available. It would be nice to actually have a 2-way market. That however will be resisted by the powers-that-be for tax revenue purposes. I'm in a pretty recession proof industry. Although with the increasing roll-out of AI, even my industry may feel the pinch down the road a little. For next week: [ATTACH type="full"]189925[/ATTACH][ATTACH type="full"]189924[/ATTACH][ATTACH type="full"]189923[/ATTACH][ATTACH type="full"]189922[/ATTACH] The week that has just been: [ATTACH type="full"]189928[/ATTACH][ATTACH type="full"]189927[/ATTACH][ATTACH type="full"]189926[/ATTACH][ATTACH type="full"]189921[/ATTACH] So obviously not a 'month' but with two short weeks, December has so far been a disappointment for the bulls. Valuations at the 'top' of markets are not a great timing tool. But what they do tell you is that markets do not shrug off bad news. So with the Fed losing control of inflation again...and it will get worse, kiss your rate cuts (for the moment) goodbye, that rollover of $7 Trillion in debt will REALLY pressure deficits. The Bond market is telling you already that it is choking on paper. There is NO WAY without a major buyer (the Fed) that the credit markets can absorb and digest $7 Trillion. If the Fed is the buyer (and they will be) inflation is off to the races. A falling stock market = falling tax revenues = increased deficits = Fed buying even more paper. Long story short: this market is a bomb just waiting to explode. Unlike 2020, you can't buy this dip. jog on duc [/QUOTE]

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