A decent chunk of the flying stock market is a small number of companies
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Is it reality time with a packed calendar of earning results next week.
ā A rising tide lifts all boats but when the tide goes out everyone gets to see who has been swimming nakedā Warren Buffett.
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Iām not even sure reality will hit at that point, as these are Q1 results including only 1 month or so of Coronavirus impact, so we wonāt see as much of an impact as in Q2, which will be wiped out for many companies. Guidance will be withdrawn or very downbeat I supposeā¦ but will this influence the market?
Interesting that Google has now announced a hiring freeze and cutting marketing in half:
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Agreed Q2/Q3 will be an interesting period once the full effects are reported & felt.
A favourite quote from my old economics teacher āthe economy is like driving a car using the rear view mirrorā
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Average prices necessary to cover operating expenses across regions range from $23 to $36 per barrel. Thirty-five percent of responses were at or below the average WTI spot price for the week ending March 20 ($24 per barrel), signaling many firms canāt cover operating expenses at current prices. Overall, operating expenses are lower than those observed in last yearās first-quarter survey), with the average across the entire sample approximately $30 per barrel, versus $33 last year.
Goldmanās entry for the 2020 stock market acronym competition:
https://www.bloomberg.com/news/articles/2020-04-28/move-over-faangs-goldman-unveils-europe-s-granolas-stocks
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I am still baffled by the sudden sharp rise. It is true some of my stocks are in the green but I am very uneasy about this. Part of me say sell now before thereās another crash and the other part is theres is no second crash so hold.
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GDP down 4.8%, NASDAQ up 3.8%. Whatās not to understand? 
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Canāt believe Iām now back in profit after the crash. Crazy or what, you just canāt predict the market.
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Also back in profitā¦ No idea why. US market is nuts
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Its incredible. Shows how you simply cannot afford to miss a day after a crash. Time in the markets and all that
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My worry is that the DOW is so overvalued itās crazy.
Many new investors going to get severely burnt when the fang stocks slowly and painfully crash - just research Microsoftās valuation against all Uk equites - scary.
Are companies even valued on their merits anymore or just their names?
Something new or a way of living always disrupts the market - it always does.
Case in point no commission trading.
Interested to hear others thoughts on this.
The other interesting thing is do we really want a world dominated by the likes of Amazon putting out the little man, middle man and corporations?
Dictatorship but by our own making? 
Cheers.
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It looks like earnings and now the US threatening to retaliate against China are starting to have the effect we expected on markets, we kinda new this would happen. Buckle up folks.
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Is it finally happening? This reccent rally has been so odd, as a new investor (2yrs) this past 2 months have been such a learning curve
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Forget the prices at the moment, the shift to value & strong balance sheet and necessity is almost complete now - to enter the new environment.
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Raoul Pal is an interesting guy to listen to 
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