Wednesday, February 23, 2022

market on free-fall tonight on Ukraine invasion

SP futures 4100 - down 14.5% 

crude $100;  gold close to 2K,  BTC down 45% [from peak]

FB down 50% from peak ... a representation of social media.

HOOD down 85%;    ZM down 70%  ... new, new economy or whatever 

key to think about this situation is how many experts "predicted" an attack on Ukraine and SPX 4100 (14.5% drop) in Jan 2022, just like how many predicted attack by Corona and a drop of 38% in Jan 2020 ..?

politically, Russia and China supporting each other, US has no counter-strategy, & Europe/NATO is stunned

AMD beats INTC in market cap

 kachhua vs khargosh (tortoise vs hare) story proven true ...

Tuesday, February 22, 2022

02 22 2022 today ..!

Ukraine idhar or udhar ..?

Putin is going to do, what he chooses to do ...

Biden has nothing to do ...

Market gives up both of them; after being down 12.5%, hence turned around ...!

Sunday, February 20, 2022

Thursday, February 17, 2022

Monday, February 14, 2022

Ukraine is a [energy] resource issue .. something Europes needs it & Russia provides it.

its that simple

a country can't be dependent on others for its energy requirements / consumption ... Europe didn't get it; so they are where they are .. US has done well in last decade, but need to look forward and not stand still; otherwise, it will hurt big-time. 

crude near $100

is it time to leave your job ?

https://hbr.org/2022/02/6-signs-its-time-to-leave-your-job?

Thursday, February 10, 2022

Monday, February 7, 2022

TNX approahing 2% ...

its not only a problem for average person, but also for US govt, as they are mainly reliant on re-financing of $30T debt, plus an unending appetite, which would have dire consequences as teenies approach 3%

Friday, February 4, 2022

Jan NFP solid 467K

 leading path to 0.5% rate hike

Dec NFP revised to 510K from 200K; funny that the smart people make billions of dollars of decisions based on this data and how reliable we find the data as we missed the Dec data by 150% .. WoW ..!

Wednesday, February 2, 2022

fb drops 20+% on missed earnings

with feds raising rates, inflation rising, wage pressures, energy costs going up ... how long can the earnings grow by 20% ... & IF the do settle at 10%, what happens to the market ..?

think about it.