Don’t expect a soft landing. We know inflation still far from its 2% destination - the FOMC didn’t raise rates now, we can never fortell their moves these days
I agree It’s always good to have a balanced fin-plan. I work with a professional planner multi mrkt and fixed-income strategist in NY. the fixed income portion of your portfolio won’t simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.
The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
It’s crazy that it’s been so long since the crash not only are there people in the market who didn’t see the crash but there’s a generation that didn’t even see the movie about the crash.
Long term rates never come down immediately after the fed starts to cut. It always takes a year or 2. Thats because the fed doesnt control the long end of the curve
prices of houses sold would increase if you are selling less. Only luxury houses are hitting the market. Inventory is frozen, people are sitting pretty on 2% payments and dont want to sell at a loss yet. All to say the numbers are not non-sense. They will likely stay that way longer until either the would be buyers fold and take a price cut or inflation / wage cut catches with current prices.
As always, your videos are very informative and entertaining, I also guess there will be a rate cut of 25 base points in september like you guys think.
NY and a couple other places may be an exception to the rule just like how Florida is the opposite due to sky rocketing home insurance cost. I can't imagine buying a property right now thats wild
@@TwoStupidGuysTradeStocks I heard that two years ago and homes in my area are up 25% since then. I already own a home but need to size up due to growing family. There are many like me and coupled with low supply, nothing is changing up here at least. It is what it is. Waiting can hurt people too, wild times
Yeah all the retail investors went all in on the dips !!! I have có workers we dump 65 % of their 401 k equivalent into black rocks funds just to buy the dip !!! Pure insanity 😢🥲🥲
Dillon, love your content. While I have no clue whether a recession is coming in the next month or in two years, I do speculate that we will have one. I’m not too keen on the TLT trade, so I decided to buy long-term put options on the QQQ with an expiration date of December 2026. I know I’m paying more for time, but I still want to be in a position to capitalize if the recession starts next year or in 2026. We'll see how it plays out.
dylan here- Thanks my dude. If your familiar with the theta decay curve , just dont get within 6 months of that expiration unless your net positive. I may join you in a month or two depending on what happens. We appreciate the comment
welcome to the markets, you must be new. not everything is sunshine and rainbows. if it were we'd all be rich and noone would ever have to worry about charts or fundamentals.
If you want to live till the times when the rates will be 2%, you need to get in shape. This amount of weight is not good on longevity 😢. I hope you won't be offended but eating your feelings is not good for health.
what do you guys think. Housing market recovers no issue and buying resumes upon rate cuts.. or are we due for a decent correction/crash?
If the unemployment rate is able to remain steady while the Fed hikes and inflation falls back to target, a soft landing might be on the table
Don’t expect a soft landing. We know inflation still far from its 2% destination - the FOMC didn’t raise rates now, we can never fortell their moves these days
Fixed income Tbills and bonds may work for you while you try to figure out the next entry point for stocks
I agree It’s always good to have a balanced fin-plan. I work with a professional planner multi mrkt and fixed-income strategist in NY. the fixed income portion of your portfolio won’t simply serve as a buffer to the volatility of the equity portion of your portfolio, but will provide legitimate income.
Who are you working with please?
The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
It’s crazy that it’s been so long since the crash not only are there people in the market who didn’t see the crash but there’s a generation that didn’t even see the movie about the crash.
God thats such a great movie. Thats a top ten movie for me- Dylan
A lot of classic cars aren’t meeting reserves, money just isn’t flowing.
Long term rates never come down immediately after the fed starts to cut. It always takes a year or 2. Thats because the fed doesnt control the long end of the curve
prices of houses sold would increase if you are selling less. Only luxury houses are hitting the market.
Inventory is frozen, people are sitting pretty on 2% payments and dont want to sell at a loss yet.
All to say the numbers are not non-sense. They will likely stay that way longer until either the would be buyers fold and take a price cut or inflation / wage cut catches with current prices.
Guys this channel is great you really have good market intuition, you should be running a hedge fund or something
to be fair if that were the case we would be sitting on a whole lot of baba shares and not a whole lot of gains lol- Dylan
As always, your videos are very informative and entertaining, I also guess there will be a rate cut of 25 base points in september like you guys think.
its definitely looking more and more likely- we appreciate the comment
Calling out Dent on his BS? You guys are alright.
That dude is right 10% of the time every time lol
Selling house in 3 days with 20 offers is still very real in Upstate NY. I don’t get it but reality doesn’t care
NY and a couple other places may be an exception to the rule just like how Florida is the opposite due to sky rocketing home insurance cost. I can't imagine buying a property right now thats wild
@@TwoStupidGuysTradeStocks I heard that two years ago and homes in my area are up 25% since then. I already own a home but need to size up due to growing family. There are many like me and coupled with low supply, nothing is changing up here at least. It is what it is. Waiting can hurt people too, wild times
Yeah all the retail investors went all in on the dips !!! I have có workers we dump 65 % of their 401 k equivalent into black rocks funds just to buy the dip !!! Pure insanity 😢🥲🥲
Dylan here- Seems like pure insanity to me as well but as of right now they are correct lol we will see how long
Skinny
Dillon, love your content. While I have no clue whether a recession is coming in the next month or in two years, I do speculate that we will have one. I’m not too keen on the TLT trade, so I decided to buy long-term put options on the QQQ with an expiration date of December 2026. I know I’m paying more for time, but I still want to be in a position to capitalize if the recession starts next year or in 2026. We'll see how it plays out.
dylan here- Thanks my dude. If your familiar with the theta decay curve , just dont get within 6 months of that expiration unless your net positive. I may join you in a month or two depending on what happens. We appreciate the comment
Who is going to by a house if the think rates are coming down and there is a possibility of getting a 25k assistance payment if Kamala is elected
that 25K thing is wild.. would love to see the logistics of that- Dylan
Here we go again, with the negativity
welcome to the markets, you must be new. not everything is sunshine and rainbows. if it were we'd all be rich and noone would ever have to worry about charts or fundamentals.
dylan here- Generally when we have an incredible bull run, you get a bear run within 4-6 years. Its just the ebb and flow of the markets.
You already said you’re bearish. I expected doom n gloom
not quite yet, but I am really not digging the low volume climb we are on. Seems odd to me- Dylan
If you want to live till the times when the rates will be 2%, you need to get in shape. This amount of weight is not good on longevity 😢. I hope you won't be offended but eating your feelings is not good for health.
Don’t be a di**, you don’t know everyone’s situation
dylan here- Hes actually doing very well in that category in the last 8 months