tag:blogger.com,1999:blog-7190363847001030078.comments2024-03-11T18:09:51.461-07:00Between the LinesMarty Mazorrahttp://www.blogger.com/profile/08472867992519060059noreply@blogger.comBlogger1851125tag:blogger.com,1999:blog-7190363847001030078.post-142351427242162942024-03-11T18:09:51.461-07:002024-03-11T18:09:51.461-07:00Marty: My pleasure!!Marty: My pleasure!!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-31474986886056429182024-03-11T14:36:44.659-07:002024-03-11T14:36:44.659-07:00Thanks for the updates Marty! Thanks for the updates Marty! Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-90402407391371095152024-03-08T14:36:59.657-08:002024-03-08T14:36:59.657-08:00Thanks Marty! Have a great weekend!Thanks Marty! Have a great weekend!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-42557014505228629592024-03-07T06:31:10.914-08:002024-03-07T06:31:10.914-08:00My pleasure Sam!My pleasure Sam!Marty Mazorrahttps://www.blogger.com/profile/08472867992519060059noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-15390881555269547002024-03-06T23:30:20.038-08:002024-03-06T23:30:20.038-08:00Thanks for the great updates Marty!Thanks for the great updates Marty!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-17618506771299435042024-03-01T10:33:21.434-08:002024-03-01T10:33:21.434-08:00Marty: Thanks Sam, you too!Marty: Thanks Sam, you too!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-72877466608836593432024-03-01T10:21:45.075-08:002024-03-01T10:21:45.075-08:00Thanks Marty! Have a great weekend!Thanks Marty! Have a great weekend!Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-23040703845993381352024-02-25T07:39:09.889-08:002024-02-25T07:39:09.889-08:00Thanks Sam! You too!Thanks Sam! You too!Martynoreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-55823812242862670322024-02-24T16:24:52.321-08:002024-02-24T16:24:52.321-08:00Thanks Marty! I also saw your market updates on Yo...Thanks Marty! I also saw your market updates on YouTube. Take Care! Have a great weekend!Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-11189652282140427162024-02-21T22:06:59.526-08:002024-02-21T22:06:59.526-08:00Thank you Marty!Thank you Marty!Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-26914381817117852832024-02-17T08:31:43.698-08:002024-02-17T08:31:43.698-08:00Thanks Sam! You are too kind!
Right on all counts...Thanks Sam! You are too kind! <br />Right on all counts... In terms of the US economic dynamics, I think we can boil the resilience -- in the face of all you mentioned -- to the fact that we've had this rare combination of rising fiscal (govt) spending right alongside of consumers continuing to spend aggressively while drawing down their savings... Typically these two factors counterbalance one another... I.e., when the consumer pulls in, govt steps up to fill the gap... When the consumer is an active economic "agent," government typically runs much smaller deficits, as it's not needed to juice the economy... Combine large fiscal deficits with a very active consumer and you get strong GDP growth... Of course that is not a long-term sustainable phenomena.<br /><br />One thing I'm quite certain of is that we're in for some serious volatility ahead.<br /><br />Have a nice weekend my friend!Martynoreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-59966240066357308732024-02-16T20:24:33.055-08:002024-02-16T20:24:33.055-08:00Marty: I have been watching your videos and commen...Marty: I have been watching your videos and comments on a daily basis even though I have not been active in making comments. Like always, thank you for taking the time to put together amazing videos and updating us on the market. It is time consuming, but definitely worthwhile in my opinion. Your thoughts, technical analysis, macro-economic views, valuable experiences through many cycles of Bull/Bear markets, and solid financial advice are great.<br />The US economy is definitely in a tough spot with Stagflation, rising inflation with weak economy. Japan, as the 4th largest economy in the world, is in recession. Germany and China, as the 3rd and 2nd largest economy, are on shaky ground. What makes the US different from others when you have weak economy, rise in credit card payment delinquency, depletion of saving, rise in layoffs, geopolitical tension, unstainable commercial real estate loans, and much much more with the list? The economy is definitely not healthy when you have the market only focuses on some with insane P/E ratios.<br /><br />Note: Two (2) years ago, I don't even know what is P/E ratio. LOL... :) Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-27742959566575468842024-01-08T07:25:16.532-08:002024-01-08T07:25:16.532-08:00Yes it is Sam! Going to be a very interesting year...Yes it is Sam! Going to be a very interesting year!Marty Mazorrahttps://www.blogger.com/profile/08472867992519060059noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-40905690148491871112024-01-07T18:43:43.803-08:002024-01-07T18:43:43.803-08:00Thanks Marty! Risk is definitely high to load up t...Thanks Marty! Risk is definitely high to load up the boat.Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-11451469399586714012024-01-06T20:53:54.712-08:002024-01-06T20:53:54.712-08:00Thanks Marty!Thanks Marty!Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-70913078415698943382024-01-03T07:39:00.317-08:002024-01-03T07:39:00.317-08:00My pleasure Sam! And thanks, as always, for your g...My pleasure Sam! And thanks, as always, for your great feedback! You and I definitely see the same risks out there.Marty Mazorrahttps://www.blogger.com/profile/08472867992519060059noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-4062183288423764432024-01-02T19:54:04.920-08:002024-01-02T19:54:04.920-08:00Thanks Marty! You are right on the money for the m...Thanks Marty! You are right on the money for the market today! There are definitely a lot of headwinds for the next 6 months. Everyone is so bullish that any disappointment would be shocking for the market. I think consumer spending has peaked. The year of 2024 would be a slow one for the economy.Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-81197994380239609982023-12-21T07:22:07.126-08:002023-12-21T07:22:07.126-08:00Great points, and question, Sam! Great points, and question, Sam! Marty Mazorrahttps://www.blogger.com/profile/08472867992519060059noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-57409333784201076462023-12-20T20:42:09.626-08:002023-12-20T20:42:09.626-08:00Thanks for the great analysis Marty!
I am with you...Thanks for the great analysis Marty!<br />I am with you and surprised for the fact that Fed Powell pivoted last week. I am more surprised with some Fed members today voicing concerns about the huge surge in the stock market (something they created for every step of the way). I am dumbfounded on the inconsistency of the Fed for the past 21 months (big swings up and down on the same day). Is the horse leading the rider or the rider leading the horse? History is the final judgement of that. Patience is the virtue of everything. Thanks for guiding us through the uncharted territory in the market. Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-12976652669521226762023-12-19T16:01:43.000-08:002023-12-19T16:01:43.000-08:00Thanks Sam! There is some historical precedent, ty...Thanks Sam! There is some historical precedent, typically ends with some give back -- i.e., yep, risk is "super high." But, as I know you know, it can stay this way for a long time.Marty Mazorrahttps://www.blogger.com/profile/08472867992519060059noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-23041127173253582482023-12-19T14:16:55.067-08:002023-12-19T14:16:55.067-08:00Great video! Thanks Marty! I have never seen anyth...Great video! Thanks Marty! I have never seen anything like this euphoria. On December 15th, $21billion inflowed to the market. I guess party is on, but risks are super high.Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-5159893318819429672023-12-15T13:16:37.164-08:002023-12-15T13:16:37.164-08:00The sound is not coming in enough even on highest ...The sound is not coming in enough even on highest setting.<br />Don't know if it comes from your end or mine...viktoriahttps://www.blogger.com/profile/15606682426541520768noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-76480037458378328862023-12-03T13:50:46.662-08:002023-12-03T13:50:46.662-08:00My pleasure Sam! You too!My pleasure Sam! You too!Marty Mazorrahttps://www.blogger.com/profile/08472867992519060059noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-32115358526990127242023-12-02T13:25:15.125-08:002023-12-02T13:25:15.125-08:00Marty: Thanks for this great video and the updates...Marty: Thanks for this great video and the updates from investor intelligence! Have a great weekend!Samhttps://www.blogger.com/profile/05314309335677078770noreply@blogger.comtag:blogger.com,1999:blog-7190363847001030078.post-81186634174299615142023-11-08T12:45:42.903-08:002023-11-08T12:45:42.903-08:00Good stuff! Thanks Sam!Good stuff! Thanks Sam!Marty Mazorrahttps://www.blogger.com/profile/08472867992519060059noreply@blogger.com