stock market

“So the bottom comes in somewhere between day 200 and day two 50. What that means is that's September to October.”

“I think the more surprising thing at this point is it's almost, you know, and I'm certainly going to live to regret this, but it appears at this point that the market's going to be up tomorrow, almost either way.”

“Look, I think the market does not want those Trump tax cuts repealed. Stocks just ripped after Trump passed those corporate tax cuts. So if either Trump wins or the Republicans hold on to the Senate, then that would be a reason for the market to rip.”

“If you ask me, you know, we get all excited about the election, we get all excited about stimulus and tax policy, but the biggest elephant in the room is the Fed and rates. That's the 80 to 90% factor in the market this year”

“I think the stock market is in a little bit of precarious position, because if you have to reposition yourself for inflation, there's a lot of tech stocks that will get just absolutely obliterated”

“And if the Fed stops tapering and, you know, hikes rates two or three times over the next 12 or 18 months, man, this is an ugly, ugly stock market.”

“From 1950 onwards today, every time the government has started to raise rates or the Federal Reserve has started to raise rates, the stock markets have actually rallied.”

“Pretend you never saw them, not in venture, not in the stock market, because that is a delusional place to think we're getting back there. We're not, unless we have another pandemic or a nuclear war and rates go to zero, and then we have bigger problems.”

“The forecasted earnings will need to be revised over the next two or three quarters, and that's where we will probably see the low.”

“Bottom of the stock market for the global financial crisis? 3:09 oh nine. Bottom of housing prices? June of 2012. Three years later.”

“The stock market tends to be nine to 12 months ahead of where we are.”

“My thought then, and same is, it's the same that I think now, is that we've effectively seen the near-term bottom, and we're now consolidating.”

“I think we're about to replay a little bit of that, at least in the next 30 to 90 days. The paint trade is to go up. So that's probably where we're going.”

“I think right now in the next sort of like, 12 to 18 months is really when the bottom is put into the market. It's before the fed starts cutting.”

“I think now what the setup is for 20, 24 is basically we will melt up. Up until the first cut, and then there'll probably be some real selling.”

“When you vote with money, it's very clear and unambiguous because you actually move in the direction of accuracy, and that's what the stock market allows you to see”

“The AI stocks have, are holding up the whole market.”

“I think if you want to cement political power, I think it requires a walking down of these asset markets in a meaningful way. That's stocks and that's real estate. And I just don't see any other way around it.”

“So I think the stock market on the margin is a little expensive and not particularly that attractive.”

“The Trump administration does not care about the stock market.”

“If President Trump had announced a big broadening of anti-dumping law to confront a variety of instances of what he, what the administration, after careful economic analysis, saw as inappropriate subsidy, I might or might not have thought that they were doing …”

“Ackman's been negative. Ken Griffin recently turned negative.”

“I do think the market would go down quite a bit more if Trump did fire Powell.”

“People forget at the end of 29, the stock market actually was down only 17% by the end.”

“In 1928, the stock market went up 48%.”

“By the way, it wasn't just individuals that was investing and overextended with margin, but the banks would take depositors' money and they were going along the stock market.”

“You could envision a world, there's risk to the downside, certainly, I will stipulate, but you also have to pay attention to the risk to the upside. If you land the plane on those things, heading into America, two 50, July fourth, the market could really take …”

“And it's up five percent in the first, you know, half of April, typically the market is up almost 32% on average for the rest of the year.”

“Today, in the stock market, as a good speculation, you could purchase this company at a twenty-five billion dollar enterprise value. The replacement cost is forty-five billion, and because they've got debt, it means that the equity value, ah, just to get to re…”

“Now, there's another important thing here, which is if the United States government intervenes, it will tank the stock market.”