Interest Rates, the Bond Market and then Stocks? - Defender Source
Defender Source  

Go Back   Defender Source > Non-Technical Discussions > Misc. Chit-Chat


Reply
 
Thread Tools
  #1  
Old June 10th, 2015, 11:11 AM
1of40's Avatar
1of40
Status: Offline
1of40
NAS 97SW & 83 One Ten Tdi
Member
 
Join Date: Dec 2003
Location: Potomac Falls & Wintergreen, Virginia
Posts: 6,081
Registry
Interest Rates, the Bond Market and then Stocks?

Anyone following what's happening in the bond markets and care to put in layman's terms what is most likely to happen to the stock market? Historically, I understand, as the bond market shits the bed market pressures will then force the stock market to slide maybe as much as 2X!

That's not nice.
Reply With Quote
Sponsored Links
Advertisement
 
  #2  
Old June 10th, 2015, 11:16 AM
phoenix37's Avatar
phoenix37
Status: Online
john
97 D90 ST / 1957 S1 109/ 1983 LS110
Member
 
Join Date: Feb 2008
Location: Venice, CA/Yarmouth,ME
Posts: 5,787
Registry
What falling utilities tell investors about the stock market - MarketWatch
Reply With Quote
  #3  
Old June 10th, 2015, 01:34 PM
sonoronos's Avatar
sonoronos
Status: Online
Ed
None
Member
 
Join Date: May 2010
Location: Arlington, VA
Posts: 5,532
Registry
clay, because I'm a true financial layman, when you say "the stock market" are you referring to a specific index? or is there a more concrete, specific definition for the term that I'm not aware of?
Reply With Quote
Sponsored Links
Advertisement
 
  #4  
Old June 10th, 2015, 02:03 PM
Shep29's Avatar
Shep29
Status: Offline
KS
'95 RRC LWB
Member
 
Join Date: Sep 2012
Location: On a Mountain
Posts: 815
Registry
IMO, history won't serve you well here to predict what the stock market will do next. We are in uncharted territory due to all the Fed stimulus. And Global Central banks around the world are still tightening. Normally, bonds sell off because the market expects higher interest rates and economic growth. That may be partially true currently but I'm reading that the lack of liquidity in the bond market (due to the Dodd-Frank financial reform) is exacerbating it. Check out Steve Schwarzman's op-ed in the WSJ today.

How the Next Financial Crisis Will Happen - WSJ
Reply With Quote
  #5  
Old June 10th, 2015, 02:19 PM
leastonce's Avatar
leastonce
Status: Offline
Jason England
D-90 White 95 SW #65
Site Team
 
Join Date: Jul 2009
Location: NYC
Posts: 6,078
Registry
If anyone can evidence anyone accurately predicting the events of 08 and the most significant finically market events in a lifetime ... I will consider reading their event analysis

Otherwise all this is Kim Kardashian grade fluff by scaremongers crafting click bait dross.

The people that do have genuine insight are not sharing it with the public.
__________________
Quote:
Soapy water / KY jelly, etc. is is basically a must. Yes, good idea to remove trim panels - only takes 5 more minutes to do so.
Car Camping Collective founding member and Chief Executive Officer
Cat Camping Collective founding member and Chief Executive Officer
Reply With Quote
  #6  
Old June 10th, 2015, 02:34 PM
bjf's Avatar
bjf
Status: Online
barry f
94 ST #395
Member
 
Join Date: Apr 2007
Location: los angeles
Posts: 10,963
I know a guy who predicted '08 successfully. His bonus that year was 30 mill.
__________________
Quote:
Are there shocks that I can addjust up and down like my friends LX460? That would be very cool!
Reply With Quote
  #7  
Old June 10th, 2015, 02:36 PM
phoenix37's Avatar
phoenix37
Status: Online
john
97 D90 ST / 1957 S1 109/ 1983 LS110
Member
 
Join Date: Feb 2008
Location: Venice, CA/Yarmouth,ME
Posts: 5,787
Registry
I know a couple as well and they spent the next few years buying distressed real estate.. Made a fortune on the way up and the way down.
Reply With Quote
  #8  
Old June 10th, 2015, 02:53 PM
Shep29's Avatar
Shep29
Status: Offline
KS
'95 RRC LWB
Member
 
Join Date: Sep 2012
Location: On a Mountain
Posts: 815
Registry
Quote:
Originally Posted by leastonce View Post
The people that do have genuine insight are not sharing it with the public.
I would say that his $12B in net worth and position in the financial industry qualifies him for having "genuine insight".
Reply With Quote
  #9  
Old June 10th, 2015, 03:13 PM
1of40's Avatar
1of40
Status: Offline
1of40
NAS 97SW & 83 One Ten Tdi
Member
 
Join Date: Dec 2003
Location: Potomac Falls & Wintergreen, Virginia
Posts: 6,081
Registry
Thanks, good stuff. It's so frustrating to have such little control and even less trust in the financial markets.

Ed, good point, but I'm not looking to put too fine of point on the discussion. Just curious what others think and it sounds like I'm in the same vicinity as well. No guarantees and no free lunch.
Reply With Quote
  #10  
Old June 10th, 2015, 05:06 PM
WeBeCinYa's Avatar
WeBeCinYa
Status: Offline
WeBeCinYa
94 ST #84
Member
 
Join Date: Nov 2012
Location: NC
Posts: 2,382
Registry
Stock Market is a casino for the rich. I'm not rich enough to gamble my wealth.
__________________
1994 Defender 90
2006 LR3 SE
1996 Discovery I (sold)
1991 Range Rover Classic (sold)
1995 Range Rover Classic (sold)
2006 LR3 SE (sold)
Reply With Quote
  #11  
Old June 10th, 2015, 05:20 PM
bjf's Avatar
bjf
Status: Online
barry f
94 ST #395
Member
 
Join Date: Apr 2007
Location: los angeles
Posts: 10,963
Quote:
Originally Posted by WeBeCinYa View Post
Stock Market is a casino for the rich. I'm not rich enough to gamble my wealth.
Putting it all in your futon? I would say mattress but that is something only a rich person would have.
__________________
Quote:
Are there shocks that I can addjust up and down like my friends LX460? That would be very cool!
Reply With Quote
  #12  
Old June 10th, 2015, 05:28 PM
WeBeCinYa's Avatar
WeBeCinYa
Status: Offline
WeBeCinYa
94 ST #84
Member
 
Join Date: Nov 2012
Location: NC
Posts: 2,382
Registry
Quote:
Originally Posted by bjf View Post
Putting it all in your futon? I would say mattress but that is something only a rich person would have.
Nah I've cut a hole in this NAS D90 and been dumping it all there. This is an investment, right?
__________________
1994 Defender 90
2006 LR3 SE
1996 Discovery I (sold)
1991 Range Rover Classic (sold)
1995 Range Rover Classic (sold)
2006 LR3 SE (sold)
Reply With Quote
  #13  
Old June 10th, 2015, 05:30 PM
cgalpin's Avatar
cgalpin
Status: Offline
Charles Galpin
'94 D90 ST, '63 SeriesIIA
Site Team
 
Join Date: Jan 2004
Location: South Riding, VA
Posts: 11,625
Registry
All I know on this topic is that playing with land rovers is not the fastest way to riches. Rags maybe.
__________________
Quote:
Originally Posted by pendy
I'm here for the D's
Reply With Quote
  #14  
Old June 10th, 2015, 06:58 PM
Jonesy's Avatar
Jonesy
Status: Offline
Craig
87 D110 (Ruby)
Member
 
Join Date: Dec 2011
Location: Leesburg, VA
Posts: 4,446
Registry
A good mate of mine - See It Market | James Bartelloni - Articles and Biography - See It Market
__________________
"The difference between stupidity and genius, is that genius has its limits." - Albert Einstein
Reply With Quote
  #15  
Old June 10th, 2015, 09:52 PM
Rugbier's Avatar
Rugbier
Status: Offline
Gustavo
110 Tdi - 110 N/A - D3 HSE - RRS SC
Member
 
Join Date: Jul 2008
Location: Peoples Republic of Marylandistan
Posts: 5,884
Registry
Quote:
Originally Posted by leastonce View Post
If anyone can evidence anyone accurately predicting the events of 08 and the most significant finically market events in a lifetime ... I will consider reading their event analysis

Otherwise all this is Kim Kardashian grade fluff by scaremongers crafting click bait dross.

The people that do have genuine insight are not sharing it with the public.
Jason, only a blind man did not see 08 happening

The inflated Real Estate market holding unsecured debt on mickey mouse structured loans was to burst.

You do not need a crystal ball, all you need is strong analytical skills and and the discipline to follow historical events, while different in name, compression shows quite easy
__________________
NO SIGNATURE
Reply With Quote
  #16  
Old June 11th, 2015, 04:20 AM
Rocky's Avatar
Rocky
Status: Online
Chris
72 + D1 drivetrain
Member
 
Join Date: Sep 2006
Location: Colonies Aka Boston
Posts: 8,780
http://www.telegraph.co.uk/finance/c...bly-wrong.html
__________________
A friend of mine runs a land rover / range rover specialty repair shop. Based on his experience, they are capable of stopping anywhere, anytime, at any cost.

I don't know about the brakes, only their unreliability.
Reply With Quote
  #17  
Old June 11th, 2015, 07:19 AM
1of40's Avatar
1of40
Status: Offline
1of40
NAS 97SW & 83 One Ten Tdi
Member
 
Join Date: Dec 2003
Location: Potomac Falls & Wintergreen, Virginia
Posts: 6,081
Registry
Quote:
Originally Posted by Rocky View Post
Thanks, that's Good stuff. I love this quote.."It was the greater fool theory. They always thought there would be some other sucker to buy at an even higher price. Now we are returning to sanity," Sounds like something else we're all too familiar with.
__________________

To view links or images in signatures your post count must be 10 or greater. You currently have 0 posts.
Reply With Quote
  #18  
Old June 11th, 2015, 07:34 AM
jason1st
Status: Offline
Jason Crandall
2006 LR3 2012 SC 1983 110
Member
 
Join Date: Apr 2014
Location: Atlanta, GA.
Posts: 335
Quote:
Originally Posted by Rugbier View Post
Jason, only a blind man did not see 08 happening

The inflated Real Estate market holding unsecured debt on mickey mouse structured loans was to burst.

You do not need a crystal ball, all you need is strong analytical skills and and the discipline to follow historical events, while different in name, compression shows quite easy
What's going on now is not what was going on in 2008.

Real estate is up here because of cash buyers. Tons of foreign money pouring into the U.S. and not enough assets to go around. We have a 5-7 year run ahead of us.
Reply With Quote
  #19  
Old June 11th, 2015, 08:11 AM
sonoronos's Avatar
sonoronos
Status: Online
Ed
None
Member
 
Join Date: May 2010
Location: Arlington, VA
Posts: 5,532
Registry
That said, I keep hearing stories, really claims, of people who say, "my investment guy keeps giving me 20% per year". Whenever I press for a name of said investment guy, they never give me the name.

Does anyone know or can recommend me anyone who consistently returns > 15%/year? I'm starting to think it's total BS.
Reply With Quote
  #20  
Old June 11th, 2015, 08:14 AM
leastonce's Avatar
leastonce
Status: Offline
Jason England
D-90 White 95 SW #65
Site Team
 
Join Date: Jul 2009
Location: NYC
Posts: 6,078
Registry
Quote:
Originally Posted by sonoronos View Post
That said, I keep hearing stories, really claims, of people who say, "my investment guy keeps giving me 20% per year". Whenever I press for a name of said investment guy, they never give me the name. Does anyone know or can recommend me anyone who consistently returns > 15%/year? I'm starting to think it's total BS.
Bernie Madoff.
__________________
Quote:
Soapy water / KY jelly, etc. is is basically a must. Yes, good idea to remove trim panels - only takes 5 more minutes to do so.
Car Camping Collective founding member and Chief Executive Officer
Cat Camping Collective founding member and Chief Executive Officer
Reply With Quote
Reply

Lower Navigation
Go Back   Defender Source > Non-Technical Discussions > Misc. Chit-Chat

Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Defender 200 TDI kit with everything and then some dave_lucas For Sale - Parts 22 April 8th, 2014 04:59 AM
Future big seller, i want one and stocks also... JFD Misc. Chit-Chat 0 February 28th, 2010 10:02 PM
LR factory spring rates Shane@EVS Defender Technical Discussions 2 March 13th, 2008 02:37 PM
D90. Runs then dies, and hesitates intermittently. ScottYates Defender Technical Discussions 6 November 15th, 2006 07:01 PM
Range Stormer the next Bond car? boshea Misc. Chit-Chat 2 March 25th, 2004 01:53 AM


All times are GMT -5. The time now is 10:14 AM.


Copyright