The public's love for Rubbish Headlines

[SOL]

In this thread, lets examine Rubbish/bombastic headlines and how the Press never relents on marketing crap under a new name. Fear is one of the most powerful emotions. A negative story generates 3X to 10X more views than a good story. Ask yourself why.

The biggest ‘inflation scare’ in 40 years is coming — what stock-market investors need to know

It’s unclear whether inflation will see a lasting comeback, but a booming, stimulus-fed economy rebounding from the COVID-19 pandemic seems all but certain to send some near-term inflationary shock waves through financial markets in coming months.

After all, a sudden surge in demand following a supply shock is a “classic recipe” for a pickup in inflation, wrote Christopher Wood, global head of equity strategy at Jefferies, in an April 4 note.

“The result is that investors should be prepared for the biggest inflation scare in America on the reopening of the economy since the early 1980s when former Fed Chairman Paul Volcker crushed double digit inflation in the late 1970s by imposing high real interest rates on the American economy,” Wood said.

Up for debate is just how long-lasting any inflationary bout is likely to be — and exactly how the Fed will respond. The answers to those questions have implications for the overall stock market and individual sectors.

Data over the next few months will be closely watched, but any kind of near-term inflation scare is likely to be more of a “data quirk” tied to base effects, the recent run-up in commodity prices or kinks in supply chains, said Brian Nick, chief investment strategist at Nuveen, in a phone interview.
https://www.marketwatch.com/story/the-b ... eid=yhoof2

if you read this story or any similarly themed story, the one thing that stands clear is that it's full of conjecture.

Focus on the word conjecture, the first part is CON, so the function of such a story is to con you into accepting a false narrative.

Watch for words, like could, would, should, maybe, etc, They never state with confidence this or that will happen because they know as much as a headless chicken but the masses love this and lap up this crap as if its the next best thing since white bread was discovered.

The fact is that inflation has been a problem since the US got off the Gold standard and so far Gold has not adjusted to its real price when inflation is factored in. So the theory or any assumptions here are based on rubbish

[gnosis12]

This guy has a unique world view and he repeats some of the things Sol has done in past newsletters. He seems to be a realist.

https://www.youtube.com/watch?v=PMotykw0SIk

[AstuteShift]

This guy has a unique world view and he repeats some of the things Sol has done in past newsletters. He seems to be a realist.

https://www.youtube.com/watch?v=PMotykw0SIk

Tbh, he reeks of arrogance and view him in the same light as Ray Dalio. Experts who will eventually get obliterated by the market

[SOL]

Why stocks are at a record even with the dark cloud of higher taxes hanging overhead

At first blush, it would appear weird to see the S&P 500 hovering at record highs even as the index's component companies stare down the barrel of a tax hike from the Biden administration to help pay for a massive $2.3 trillion infrastructure package.

Think a little more on the topic, however, and it actually all makes perfect sense, contends J.P. Morgan.

"While the possibility that corporate taxes are raised at a global level would be negative news for the corporate sector, we see three cushions. First, at an aggregate level the corporate sector enjoys currently an exceptionally strong liquidity position to be able to withstand a potential increase in the tax burden in the future without having to make big compromises on other activities. Second, the losses booked over the past year as a result of the virus crisis, if carried forward, would by themselves reduce the corporate tax burden at an aggregate level for years to come as it happened in the years following the Lehman crisis," says J.P. Morgan strategist Nikolaos Panigirtzoglou.

Panigirtzoglou adds, "Third, to the extent that higher corporate taxes are spent by governments on infrastructure projects that help to increase potential growth, this should overall help to boost corporate revenues in the future; thus, also offsetting some of the negative impact from higher taxes."

The Biden administration's $2.3 trillion "American Jobs Plan" aims to invest — among other efforts — $621 billion into transportation infrastructure, including the repair of roads, bridges, transit and rail. More than $300 billion will be spent to replace lead water pipes and upgrade sewers, invest in broadband access and improve the power grid.

https://finance.yahoo.com/news/why-stoc ... 37710.html

Because the markets know that the rich will find a way to game the system, the poor are the ones that will be fleeced. The governments of today are bought and paid for, they are nothing but wenches in the pockets of the ultra rich. The big players decide the rules, the governments just make a lot of noise.

[SOL]

Putin’s Ukraine Gambit Turns Debt Sanctions Into a Real Threat

A massive troop buildup on the border with Ukraine has turned the once unthinkable idea of U.S. sanctions on Russian sovereign debt into a real possibility for investors.

Yields on ruble bonds, known as OFZs, jumped to the highest level in more than a year last week and were edging higher again on Tuesday as the market watched deepening tensions between Moscow and Washington take another turn for the worse.

“This makes OFZ sanctions significantly more likely,” said Paul McNamara, an emerging-markets investor at GAM Investments in London. He doesn’t expect a full-scale Russian offensive, but said “there are a lot of outcomes that are worse than the current situation.”

The administration of U.S. President Joe Biden was already preparing more penalties on Russia over alleged election interference and hacking before the latest flareup in Ukraine. NATO joined the Group of Seven nations and the European Union on Tuesday in calling for Russia to de-escalate.

The threat of OFZ sanctions, often dubbed the “nuclear option,” has been hanging over bondholders for years, but after several false alarms, most investors weren’t considering it a base case. That may now be changing.

https://finance.yahoo.com/news/putin-uk ... 53251.html

The dude has made a serious mistake. If he attacks he won't last another 18 months. Force never works. Power always trumps force and this is at best a pathetic show of force. His best move would be to negotiate to keep Crimea while giving up the east of Ukraine and stepping back, Otherwise, Russians are in for a world of hurt as the Ruble will take a nose dive.

[Yodean]

Putin’s Ukraine Gambit Turns Debt Sanctions Into a Real Threat

A massive troop buildup on the border with Ukraine has turned the once unthinkable idea of U.S. sanctions on Russian sovereign debt into a real possibility for investors.

My sense is that Ukraine is being pushed by certain elements in the West into a conflict with Russia over Crimea as part of an agenda to stop the Russian pipeline to Europe in order to reduce fossil fuels. Ultimately, those behind the NWO/UN/WEF need to force Russia to comply with the Green New Deal and potentially some sort of Great Reset.

Crimea was never historically Ukrainian - the people there are predominantly of Russian ethnicity. It was only assigned to Ukraine during the era of the Soviet Union.

Right now, it's a game of high-stakes chicken, or 4-dimensional chess, if you will, between Russia and the West. Putin is much craftier and more experienced compared to the current Western leaders, and Russia has underrated cyber capabilities. Russian military is also underrated, especially defensively, and historically Russia has never lost a war on home soil.

Let's not forget that Russia beat the Obama administration in the recent proxy war in Syria. Now, the Biden administration is sending troops back there, likely to lose again.

And so the Great Wheel turns . . .

[MarkD]

Wag the dog. Jo needs a war to make people forget about the failure of lockdowns and to pour emotional energy into support for whatever from of military or economic action will be implemented. More distractions for the folks who are mentally infirm from the (lack of) clarity out of D.C. for the past twelve months.

[SOL]

Stocks fall, pacing toward back-to-back days of declines

Stocks fell Tuesday, with the three major indexes looking for dip for a second straight session.

The Dow and S&P 500 each opened further below their recent all-time highs. Cyclical travel and leisure stocks including airlines and cruise lines slid, while Big Tech stocks were little changed as the benchmark 10-year Treasury yield edged lower.

"It's really been an amazing tug-of-war between growth and value, cyclicals and defensives. Tech has outperformed phenomenally well over the last three to four weeks. But what we're seeing ... is a little bit of a move underneath the surface," Andrew Smith, Delos Capital Advisors, told Yahoo Finance on Monday.

"While the headline sectors really underperformed from the technology, consumer discretionary perspective, we have looked at industry groups, and we've seen tech hardware do well. We've seen software services continue to do well," he added. "And we think that really is an economic function – that the momentum that we've seen in the V-shaped reflationary recovery is now set to pull back and wane a bit, and we're going a little bit more growth-y [and] defensive, in the markets."

Despite the recent dips, stocks still remain near all-time highs and have already rallied 10.8% for the year-to-date, leading some analysts to speculate that sentiment may be running too hot

.

https://finance.yahoo.com/news/stock-ma ... 08218.html

Another classic example of a hit piece that is full of rubbish.

[Budge]

Stocks fall, pacing toward back-to-back days of declines

Stocks fell Tuesday, with the three major indexes looking for dip for a second straight session.

The Dow and S&P 500 each opened further below their recent all-time highs. Cyclical travel and leisure stocks including airlines and cruise lines slid, while Big Tech stocks were little changed as the benchmark 10-year Treasury yield edged lower.

"It's really been an amazing tug-of-war between growth and value, cyclicals and defensives. Tech has outperformed phenomenally well over the last three to four weeks. But what we're seeing ... is a little bit of a move underneath the surface," Andrew Smith, Delos Capital Advisors, told Yahoo Finance on Monday.

"While the headline sectors really underperformed from the technology, consumer discretionary perspective, we have looked at industry groups, and we've seen tech hardware do well. We've seen software services continue to do well," he added. "And we think that really is an economic function – that the momentum that we've seen in the V-shaped reflationary recovery is now set to pull back and wane a bit, and we're going a little bit more growth-y [and] defensive, in the markets."

Despite the recent dips, stocks still remain near all-time highs and have already rallied 10.8% for the year-to-date, leading some analysts to speculate that sentiment may be running too hot

.

https://finance.yahoo.com/news/stock-ma ... 08218.html

Another classic example of a hit piece that is full of rubbish.

I admire your dedication in reading this excrement. I avoid it for the sake of my financial and mental health.

[Yodean]

Despite the recent dips, stocks still remain near all-time highs and have already rallied 10.8% for the year-to-date, leading some analysts to speculate that sentiment may be running too hot

.

https://finance.yahoo.com/news/stock-ma ... 08218.html

Another classic example of a hit piece that is full of rubbish.
[/quote]

I've found that these types of headlines tend to show up in the mainstream financial press when the equity markets are in a primary bull trend and slowly climbing a "wall of worry."

Could be somewhat useful in terms of gauging herd sentiment, if there was a more scientific way to quantify.

[SOL]

I admire your dedication in reading this excrement. I avoid it for the sake of my financial and mental health.

I speed read through them, So instead of spending, 60 to 90 seconds I will spend at most 20 seconds, usually less.

[Triplethought]

I speed read through them, So instead of spending, 60 to 90 seconds I will spend at most 20 seconds, usually less.

I try to remember they're written by journalism majors. You know, the people who flunked or got C's in math, physics, chemistry, and programming classes. Journalism majors under pressure to create new content every day too - resulting in more crap spewage.

Worse yet, have you guys noticed how many AI written financial articles there are on Yahoo these days? Just type in any stock symbol (I tried AIN just now and got the article below). If it says "Zacks" as the author you can read the article and tell it was written not by a human but by a bot. It's a good bot and sometimes informative. But a bot.

[Yodean]

This 38-second clip was pretty funny:

https://youtu.be/MNNHL8aXm-E

[Budge]

"State senator acquitted on 15 charges in federal theft case"

This AP headline was on a Yahoo page I happened to open. No affiliation mentioned so I opened to confirm my suspicion but here's the first sentence:

"MEMPHIS, Tenn. (AP) — A Tennessee state senator charged with stealing $600,000 in federal grant money from a health care school she operated has been acquitted on 15 of 20 charges, according to court records."

Hmmm.

[harryg]

A propos de nothing really, but can't help noticing that now we are no longer supposed to be scared of Covid (in the UK), there is no shortage of alternatives. 3 main headlines on Yahoo!, as I write:

HEADLINE: Dangerous dog on the loose is 'highly likely to attack'

HEADLINE: 'Significant risk' of Londoners drowning in floods

HEADLINE: Russia 'planning biggest war in Europe since 1945'

I'm sure I'm not the only one to notice that stories online have things in inverted commas nowadays? It seems to mean 'everything between these might be completely made up'.