William K. - Comments

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Market Briefing For Tuesday, Nov. 2
3 years ago

Really, only investors "want to push the market highrer" so as to gain apparent wealth. The rest of humanity would much rather that the price of almost everything would refrain from increasing so much.

The ppromise of "5G" communications is perhaps one of the largest piles of Hype in the past decade or more. It certainly was a brilliant marketing creation designed to sell product only now being created. The actual benefit is unknown, the downsides are carefully not mentioned, and certainly what benefits do develop will take a lot more effort to create. The unmentioned secondary effects will be the loss of resources available for any other use. The amount of useful frequency spectrum is far from infinite, and once filled with garbage it will be a challenge to recover. Do folks really need to be able to watch hidef video on their smart phones??

Tuesday Talk: New Month, New Highs
3 years ago

The advice to those with savings and investments is good, but not applicable for those who need to invest their "savings" in groceries to eat the next week. Those folks who are unable to easily increase their incomes are the ones who suffer from the dollar degredation the most. They are not part of that "1%, nor even part ofthe top 20% of the population, but they are a whole lot of folksin that realm.

So certainly while it looks good for a fair number of investers, which is fine, it is not good for all of them. Consider that there is a s much below that median as there is above it.

Market Briefing For Monday, Nov. 1
3 years ago

"Have a good weekend" was a line occasionally used at a previous employer to imply the speaker would not be back until the following week. OK on a Friday, disturbing on a Monday. No criticizmof the messenger, but of the situation being described. 

The TalkMarkets venue is an awsome place and it seems like the participants are those, mostly, involved with the actual "market" process. So it happens that I often share opinions and considerations that are offered as analternative, as a big part of my career has been considering the secondary effects of various actions. That always requires more information.

In this article: , SPX, F, MSFT, USO, META, VIX, NYA
Is The Bank Of Canada About To Make A Policy Mistake?
3 years ago

I am commenting on the growth of iwealth from stock prices increasing, not personal income in general. And at least in the US a fair portion oof what the federal reserve bnk does is to protect stock prices and financial istitutions, primarily banks that loan money at interest and invest money to get a profit. That is the segment that benefitrs from inflation, Those who do not benefit, or are actually hurt by inflation, are those folks unable to increase their incomes to compensate for the increase in costs of food, energy, and housing. Those folks with fixed low incomes or unsteady incomes.

Inflation History Everyone Should Know (But Only Some People Do)
3 years ago

Those references to "The Eurodollar" without explanation of it's impact, at least not directly. The fundamental fact is that by increasing the supply of money to purchase the same amount of goods, the purchasing power of each dollar is debased (reduced), and this both increases the price of stocks, and of everything that is purchased. That is what inflation is. On occasion prices may increase because of short supplies, such as that first oil shortage in the late sixties. It seems that cheap oil was in very short supply, but then it was discovered that there was all the expensive oil that could ever be needed. Funny how that worked out, wasn't it?

So regardles of the claims by the appologists, it is mostly the addition of money to support the stocks business that debases the purchasingpower of our currency. Why is this so difficult for many to understand???

4 Hospital Stocks To Gain From Rebounding Patient Volumes
3 years ago

For-Profit Publicly traded hospitals are an interesting area, and the comparison with those "Non-Profit" hospitals is almost entertaining. The difference being mostly that the "for profit" ones are more open about where all of that profit goes, while the privately owned madical  centers are much quieter about who gets all of that income.

Certainly they are all going to do very well unless there are some poor management decisions ongoing. The demand for the services is only growing, and  the number of customers will only increase, and the insurance companies are endless sources of income. Besides that, the government is now deciding to pay for a constantly increasing part of the charges.

So certainly any competent medical care business is a good investment.

In this article: HCA, THC, UHS, ACHC
10 Monster Market Predictions – The Week Of November 1, 2021 Edition
3 years ago

"The Market" actions seem to be based on only two emotions, Gred and Fear. Both rather less reliable than analysis and insight. But since emotions do drive this system, that is how it goes. And the quick rises that some demand are usually the result of herd instincts instead of analysis. It makes more sense to be wiser than a bunch of steaks on the hoof, at least that is my thinking.

Price Inflation, both the part caused by shortages and the portion contributed by the FED, are debasing the currency and resting heavily on all of those folks unable to easily increase their incomes. ( That includes half the population, BTW). So it is quite obvious that the fed does not consider the plight of the less wealthy. (The bottom 80%). Thus the future will indeed be interesting.

In this article: CAT, AAPL, AMZN, TSLA, SPY
Zillow Caught Holding The Bag As 93% Of Phoenix 'Flipping' Portfolio Listed At Loss
3 years ago

House Flipping!! Putting lipstick and High Heels on an ailing pig!! No Sympathy for Zillow at all.

Quite an interesting article theough, so thanks for the news.

In this article: ZG
Market Briefing For Monday, Nov. 1
3 years ago

"Enjoy the weekend"? On a Monday? It would be much better if GREED took a break for a while. We really do not need inflation for a while yet, holding steady should be quite adequate, really. The impacts of this ongoing plague are still hurting those folks on the bottom steps of the ladder, and those waiting to get on the ladder, especially. The rich do not really need to get richer just now, holding steady is not failing. And a bit of mercy may even be paid back in unexpected ways. THat can happen.

In this article: , SPX, F, MSFT, USO, META, VIX, NYA
Is The Bank Of Canada About To Make A Policy Mistake?
3 years ago

Quite a bit of analysis in this article, thanks for the update and education.

BUT would it really be that terrible to be close to holding even, instead of constant growth? I am aware that the greed syndrome always demands MORE, MORE, More, but staying richwhile not getting richer, for a while, does not seem so very terrible. Except to those addicted to constant growth.

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