Anybody Buying Yet? Where’s the Bottom?

[SAJ-99]

Took off some housing exposure today for small loss. The data from the space continues to be bad.

Seems there is some disagreement on the whole 10 point plan. Israel wants to continue to bomb Hezbollah and US and Iran are arguing over the "toll". Whole thing looks held together by glue and duct tape.

 

[mevertsen]

Took off some housing exposure today for small loss. The data from the space continues to be bad.

Seems there is some disagreement on the whole 10 point plan. Israel wants to continue to bomb Hezbollah and US and Iran are arguing over the "toll". Whole thing looks held together by glue and duct tape.

I was thinking scotch tape and silly puddy.

 

[Bonasababy]

Back in black. Surprised.

By now there should be no question he's partly in it to influence the market and make money--for himself, and all those for him that he thinks doing that means endless idolization for him.

 

[jryoung]

 

[BigHornRam]

By now there should be no question he's partly in it to influence the market and make money--for himself, and all those for him that he thinks doing that means endless idolization for him.

Is this you, Bonerbaby?

 

[Treeshark]

Fake news is reporting that the US/Iran Peace Accord may not be as secure as the President claimed yesterday.

The markets are digesting this disinformation as you would a McDonalds value meal- hanging in there, but in a mostly negative manner.

 

[406dn]

Regarding the fragile cease fire. Who could doubt the word of the Iranians, or Trump?

I hope it leads to some resolution, but would not bet on it.

 

[Bonasababy]

Its pretty simple.

Thanks to the stupid decisions of the Trump administration after they joined Israel in starting the war, the country with all the leverage is Iran.

Israel hits Lebanon harder than ever AFTER the supposed cease fire agreement? It doesn't matter what the US says or does, Iran can claim the agreement was breached and keep the straight closed.

Most every objective stated as a reason by the US for starting the war has not been accomplished.

Allies have turned the other way and refused to help.

Iran is talking about collecting money before allowing ships to pass through the strait.

A cluster of epic proportions.

 

[406dn]

Its pretty simple.

Thanks to the stupid decisions of the Trump administration after they joined Israel in starting the war, the country with all the leverage is Iran.

Israel hits Lebanon harder than ever AFTER the supposed cease fire agreement? It doesn't matter what the US says or does, Iran can claim the agreement was breached and keep the straight closed.

Most every objective stated as a reason by the US for starting the war has not been accomplished.

Allies have turned the other way and refused to help.

Iran is talking about collecting money before allowing ships to pass through the strait.

A cluster of epic proportions.

It is difficult to refute what you post, on the facts.

Everyone in the world is paying more for oil products than before the war started. Prices will not begin to decline significantly, until there is a lasting peace. How fast they come down, depends on how much damage is done to the oil infrastructure.

Iran was previously sanctioned, and had left the Strait of Hormuz open for international trade. Now they are declaring sovereignty over the Strait, and the right to charge a toll, for passage thru the Strait. I'd suspect they will demand to have all sanctions ended, if they are to agree to a peace plan.

We have strained our relationship with NATO partners, first by blindsiding them with the onset of the war. Later by complaining about their reluctance to join a preemptive war.

We failed in the effort to cause a regime change. We have not taken possession of the enriched uranium.

Other than bombing the shit out of things, and killing the older leaders, there is not much to point to. What is left is a population that will have further evidence of why they hate Israel and the US. They still possess the knowledge to build a nuclear weapon. I have to think that they realize that if they did have nuclear weapons, none of this would have happened. Many other non nuclear weapon countries have to consider whether they need one, to dissuade other countries from messing with them.

 

[BigHornRam]

Exxon Mobil (XOM) Stock Reverses As Oil Rally Loses Steam - Exxon Mobil (NYSE:XOM) - Benzinga https://share.google/awdCehmHcNcsLbzDU

 

[SAJ-99]

Exxon Mobil (XOM) Stock Reverses As Oil Rally Loses Steam - Exxon Mobil (NYSE:XOM) - Benzinga https://share.google/awdCehmHcNcsLbzDU

Bouncing off 50-day. Let me know when you get back in.

You needed some of this jewel.

Breakwave Tanker Shipping ETF (BWET) Stock Price, Quote, News & History | Benzinga

Get real-time Breakwave Tanker Shipping ETF (BWET) stock price, charts, news, and analyst ratings on Benzinga. Access forecasts, historical data, and expert insights to inform your investment decisions.

www.benzinga.com

 

[noharleyyet]

 

[BigHornRam]

Bouncing off 50-day. Let me know when you get back in.

You needed some of this jewel.

Breakwave Tanker Shipping ETF (BWET) Stock Price, Quote, News & History | Benzinga

Get real-time Breakwave Tanker Shipping ETF (BWET) stock price, charts, news, and analyst ratings on Benzinga. Access forecasts, historical data, and expert insights to inform your investment decisions.

www.benzinga.com

I'll get back in when oil is back down to $60 a barrel.

How about drone technology? Know any good companies in that area?

 

[88man]

Its pretty simple.

Thanks to the stupid decisions of the Trump administration after they joined Israel in starting the war, the country with all the leverage is Iran.

Israel hits Lebanon harder than ever AFTER the supposed cease fire agreement? It doesn't matter what the US says or does, Iran can claim the agreement was breached and keep the straight closed.

Most every objective stated as a reason by the US for starting the war has not been accomplished.

Allies have turned the other way and refused to help.

Iran is talking about collecting money before allowing ships to pass through the strait.

A cluster of epic proportions.

????? Where are you coming up with a ceasefire agreement between Israel protecting its self from Hezbola rockets? Did Hezbola agree to cease fire???? What leverage does Iran have that is beyond a few weeks? Iran is wiped out! We are giving Iran a chance as they are now using human shields as a last resort. We will sweep the mines very soon and control the straights shipping very soon if no deal is in force. Things will stabilize shortly as the markets are showing the past few days.

 

[Irrelevant]

for some idiotic reason I caught up on this thread this morning. That led me to check on some of the individual stocks i had intended to buy when they dipped, but then forgot about, because well I suck at buying stocks and life is crazy busy. F me. I missed out on so damn much potential.

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[brymoore]

https://www.nytimes.com/live/2026/04/10/business/inflation-cpi-report?smid=nytcore-ios-share

Is the Fed keeping fuel in or out it’s inflation calculations?

As of today, and it changes a lot, no 2026 rate cuts, economist are starting to predict rate increases in 2027.

 

[Bonasababy]

https://www.nytimes.com/live/2026/04/10/business/inflation-cpi-report?smid=nytcore-ios-share

Is the Fed keeping fuel in or out it’s inflation calculations?

As of today, and it changes a lot, no 2026 rate cuts, economist are starting to predict rate increases in 2027.

I See we also recorded the largest monthly increase in inflation since Biden/covid time 4 years ago.

 

[Bonasababy]

????? Where are you coming up with a ceasefire agreement between Israel protecting its self from Hezbola rockets? Did Hezbola agree to cease fire???? What leverage does Iran have that is beyond a few weeks? Iran is wiped out! We are giving Iran a chance as they are now using human shields as a last resort. We will sweep the mines very soon and control the straights shipping very soon if no deal is in force. Things will stabilize shortly as the markets are showing the past few days.

Not sure you are grasping the reality of the situation.

It was Trump who broadly announced a ceasefire between Iran and the US and everyone else in the region.

Very shortly after Trumps announcement, Israel hit Lebanon with its most intense attacks since the war started.

Iran in turn said the ceasefire isnt being lived up to.

Then Iran reiterated its assertion that they now control the strait. And furthermore, they announced their intention to require ships to pay a toll to Iran before any ships are allowed to cross through the strait.

Iran does not need missiles or massive firepower to keep the strait closed or require their toll fees. All they need is drones, which are very cheap and plentiful and easy to make.

Meanwhile Iran's new leaders are said by many to be more ruthless and hard-core than the previous ones were, any chance of Iran's people rising up to take over is gone, the world economy is in huge trouble, the US deficit grew even more, our military is weakened and needs massive $$ to continue to protect us as we need them to. and the US has lost many of its allies.

This will be a lesson in history books for a long time into the future.

 

[SAJ-99]

https://www.nytimes.com/live/2026/04/10/business/inflation-cpi-report?smid=nytcore-ios-share

Is the Fed keeping fuel in or out it’s inflation calculations?

As of today, and it changes a lot, no 2026 rate cuts, economist are starting to predict rate increases in 2027.

You have to remember those numbers are just interpolations of the maturity curve. It isn't really a "prediction of economists" as much as what the money in US treasuries market is showing via the yields.The two year at 3.8% seems a little high to me, but that is just an opinion.

I still think that if/when Warsh gets confirmed, we see another rate cut. Warsh wants to cut interest rates and increase run off of balance sheet. Kind of a net zero impact in the model. A Warsh Wash... LOL. The benefit is that it would cut interest expense for the Government, which Bessent wants, but it will take money out of the economy having an immediate impact on inflation. Overall probably more restrictive for economy than higher rates. Might be like pushing on a string. That's my best guess for the next 9 months.

 

[Rainer]

I'm intrigued to see how the bond market is going to react to Trump leaving NATO. It's been told that if he does, those once allies that hold treasury bonds will want their money back. I don't think the coffers can afford that but, we'll see.