Row 24980

Row ID: 24980 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 24980 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

We cannot have a Big short type event now because people have fixed rate mortgages this time. There are no variable interest resets coming. What can happen is banks can fail because of bad treasury spreads like Silicon Valley bank or from loss of deposits like some of the regionals, but the big banks are bigger than ever and have trillions in liquidity that make them even more trillions at current rates.

Also the stock market this time is based on real earnings and trillions in profits from big tech. They can spend trillions for years and no one will notice. Google is spending billions running fiber and that doesn't even move the needle for them and they will soon be the largest TV provider in America as well and a few years ago no one knew what YouTube TV was.

The big tech companies are like Carnegie Steel and Standard Oil and right now they control the US economy and they have more money than they can spend and they will use it to juice the stock market for years. Also when they buy back shares they will increase the earnings per share making all of their shareholders even more wealthy for doing nothing.

Again zero risk of a market crash, there can be a correction at any time. We just had a massive correction in the Nasdaq in 2022 and hardly anyone noticed. It was not a crash, but an orderly draw down and it has been off to races since the bottoming out process occurred.

FieldValue
text We cannot have a Big short type event now because people have fixed rate mortgages this time. There are no variable interest resets coming. What can happen is banks can fail because of bad treasury spreads like Silicon Valley bank or from loss of deposits like some of the regionals, but the big banks are bigger than ever and have trillions in liquidity that make them even more trillions at current rates. Also the stock market this time is based on real earnings and trillions in profits from bi…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-21
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Raw Record

{
  "text": "We cannot have a Big short type event now because people have fixed rate mortgages this time. There are no variable interest resets coming. What can happen is banks can fail because of bad treasury spreads like Silicon Valley bank or from loss of deposits like some of the regionals, but the big banks are bigger than ever and have trillions in liquidity that make them even more trillions at current rates. \n\nAlso the stock market this time is based on real earnings and trillions in profits from big tech. They can spend trillions for years and no one will notice. Google is spending billions running fiber and that doesn't even move the needle for them and they will soon be the largest TV provider in America as well and a few years ago no one knew what YouTube TV was. \n\nThe big tech companies are like Carnegie Steel and Standard Oil and right now they control the US economy and they have more money than they can spend and they will use it to juice the stock market for years. Also when they buy back shares they will increase the earnings per share making all of their shareholders even more wealthy for doing nothing.\n\nAgain zero risk of a market crash, there can be a correction at any time. We just had a massive correction in the Nasdaq in 2022 and hardly anyone noticed. It was not a crash, but an orderly draw down and it has been off to races since the bottoming out process occurred.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-21",
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}
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