Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,335
|
Post by Dave on May 25, 2022 1:46:08 GMT -8
|
|
Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,335
|
Post by Dave on May 25, 2022 2:10:04 GMT -8
|
|
|
Post by zebrum on May 25, 2022 2:36:52 GMT -8
Questionable trend line drawing, In second chart the line cuts right through the peak.
|
|
Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,335
|
Post by Dave on May 25, 2022 4:56:07 GMT -8
|
|
Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,335
|
Post by Dave on May 25, 2022 5:03:53 GMT -8
Questionable trend line drawing, In second chart the line cuts right through the peak. This is the author’s home page. Slope of Hope
I just discovered the site this morning. Does anyone here have a membership? Just curious about what you think.
|
|
chinacat
Moderator
AAPL Long since 2006
Posts: 4,438
|
Post by chinacat on May 25, 2022 5:40:29 GMT -8
|
|
4aapl
Moderator
Posts: 3,867
|
Post by 4aapl on May 25, 2022 6:33:26 GMT -8
The x axis looks to be off by a year (EDIT: see bottoms that should be months into 2020 at ~53, and at the start of 2019 at ~35, comparing to schrts.co/MvwHsaMS ). If that data is wrong, is anything else? (everything looks about right, though if really critical I'd look to see if he really used a normal log y axis, or did something else that was funky) But if blaming things on fed cash inflow, wouldn't you also take into account cash inflow from Apple, with buybacks? And the biggie has been a rising earnings, along with a rising P/E due to a broadening mix of revenue streams, including services which are thought to be more consistent. It seems like you would have to at least consider some of these other things, whereas if really just looking at boosting by the fed and the potential fall if that didn't happen, then looking at a large index would be more showing than an individual stock, no matter the stock.
|
|
ono
Member
posted
Posts: 555
|
Post by ono on May 25, 2022 7:21:43 GMT -8
Loop Venture (Gene Munster) is not the same as Loop Capital (Ananda Baruah). Loop Capital is the one reporting 'iPhone slowdown".
|
|
mark
fire starter
Posts: 1,631
|
Post by mark on May 25, 2022 9:00:49 GMT -8
Loop Venture (Gene Munster) is not the same as Loop Capital (Ananda Baruah). Loop Capital is the one reporting 'iPhone slowdown". I think it is Loup Ventures, not Loop Ventures.
|
|
ono
Member
posted
Posts: 555
|
Post by ono on May 25, 2022 9:05:52 GMT -8
Loop Venture (Gene Munster) is not the same as Loop Capital (Ananda Baruah). Loop Capital is the one reporting 'iPhone slowdown". I think it is Loup Ventures, not Loop Ventures. Indeed. Loup Ventures.
|
|
4aapl
Moderator
Posts: 3,867
|
Post by 4aapl on May 25, 2022 11:15:44 GMT -8
I guess it's the lesser of 2 evils, that the fed is planning on increasing rates with two .5% increases in June and July, but that increasing them quickly should get inflation down quicker. finance.yahoo.com/news/stock-market-news-live-updates-may-25-2022-112741714.htmlSo inflation is seen as the biggie. But it seems a lot of high inflation at the moment isn't just money supply and rates related, but oil/energy prices, and supply chain issues. The fed is doing what they can, while not completely shocking the market. Just like various times in the past 25 years, a lot of it is giving good vision.
|
|