Comments by "Jeffrey Marshall" (@jeffreymarshall4572) on "CNBC Television" channel.

  1.  @HughJass-313  I agree. I just meant stock prices made a adjustment based upon today’s new but we’ll continue to go lower.
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  2. QT and interest normalization should put stocks at late 2019 prices at best case. But it’s gonna be much worse…
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  3. I wouldn’t touch banks until the Fed restores reserve ratios.
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  4. I think people assume rates will go lower again at some point but rates may stay elevated for decades.
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  5. He’s right about all the policies being horribly myopic. Hell is coming in 2023.
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  6.  @victorespino5650  Trump’s beef was Obama had 0% rates for his whole presidency and then the Fed raised them right after he was elected. Even so, inflation was low so there wasn’t as big of reason to raise.
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  7. $35 billion invested in EVs? Yikes
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  8. Sarah is a badass.
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  9. When producer inflation is 11%, retailers can only absorb so much. But higher prices lead to less consumption.
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  10. If Starbucks unionizes, I’ll never go there again. Their prices are already outrageous. If unionized, employees would naturally expect to get more in pay and benefits than they are paying in union dues. So expect prices to go up another 5-10% and worker hustle and productivity to decrease so you will be waiting longer for it too.
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  11. It’s gonna get a lot, lot worse. Like game over worse. We’ve finally run out of road for the can.
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  12. Where can you get a home under $400k?
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  13. Ever since Reagan and Volcker had the guts to cause a recession to stop high inflation in the early 80s, the Fed has been in the bubble making business by forcing mortgage and other rates lower and lower, from 15% in the early 80s to a record low of 2.5% this past summer. The big difference today is this is the first time since then real rates are negative - big time, across the board. For example, if the Fed gets out of the MBS buying business, and let’s the free market dictate rates, mortgage rates would be 9% or more. That’s why the Fed only TALKS about stopping inflation. Their policies created this Ponzi scheme, so and any reversal of those policies will cause the Ponzi scheme to collapse.
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  14.  @zomgoose  Got it! Yes, true that!
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  15.  @vic8189  Yes - for those lucky enough to still have a job.
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  16. No, not if prices were back to where they were the last time rates were 7%.
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  17. Fed uber accommodative policies created the bubbles and high inflation and product shortages/outages. Any reversal of policy will pop those same bubbles they created.
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  18. Putin’s fault. SMH
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  19. FF rate at 2% means 10 yr yield 3.5-4% which means mortgages 5%+ which means home prices crash big time.
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  20. Most rational people acknowledge the US has virtually no chance of paying down its debt. Default and/or watering down with inflation are the only two options. Therefore, when the US soon turns to private investors instead of the Fed to buy its debt, what interest rate would investors demand to account for this risk? 5%? 7% 10% 20%? Game over.
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  21.  @headspaceandtiming2114  I think we do. Problem is I think this fiscal and monetary Ponzi scheme is on its last legs. A Volcker solution would bring it all down faster. The Fed and reckless politicians are just hoping it doesn’t come down on their watch.
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  22. Money printer off by March combined with 3 rate hikes? 2022 gonna be interesting…
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  23. It’s $300,000,000,000.00 per year in extra interest cost for every 1% increase in rates. 4% would be $1.2T!
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  24. Well, it doesn’t exactly take a rocket scientist to see the market is heading lower big time.
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  25. There is only a hard, ugly landing. The corporate and personal bankruptcies will start hitting this summer.
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  26. My only surprise is why everyone didn’t see this coming. Fed action (and record deficit spending) created this bubble.
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  27. We have two choices: wealth destruction or buying power destruction. Of course, both choices are effectively the same net loss overall. Just the former hurts the rich the most and the latter hurts the poor the most.
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  28. Stock and housing will both be down 50% in 2 years.
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  29.  @neuropuritan_zealot8455  What does that even mean?
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  30. Dems are in power and have been running government without GOP input since Biden was elected. They can do debt limit alone as well. Dems wanted to be one party bullies, so they can figure out the debt ceiling as well.
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  31.  @huntermusk7613  For the average user, how much better is the iPhone 13 over the say, iPhone 6? Both do and perform essentially the same. Apps, good camera, good battery etc. The only really useful upgrade I’ve had was going from the 3s to the 3GS since the web interface sucked on the 3s otherwise the phones have been basically the same.
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  32. I highly, highly doubt Jeremy Siegel will ever see the Fed’s target rate of 2% ever reached again in his lifetime.
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  33.  @blackguytraveller7797  Financial statements are backward looking. That were only temporarily better off because of the trillions helicopter money and record low rates on their debt. That’s all changing. Inflation is a lagging indicator and that is going to crush future earnings.
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  34. And it will
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  35. One prices start falling, they will fall for the rest of the decade.
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  36. There is no soft landing. Fed policies and massive deficit spending created these bubbles. Any reversal will pop them.
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  37. What’s scary is real interest rates are still negative yet banks are already failing. Can you imagine the carnage if the Fed had the guts of someone like Paul Volcker?
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  38. Oil is only going down because the futures market has been pricing in a greater and greater chance of recession.
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  39.  @danielvalenzuela8814  Don’t forget the $2 trillion in student loans.
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  40. Until real rates are positive, the Fed is stimulating inflation, not curbing it. But what would 10% rates mean for stocks, housing, jobs and the economy?
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  41. Real rates are still negative. Until the Fed has rates solidly positive, the Fed should continue to raise rates. Of course that’s gonna cause a lot of pain but the alternative is even worse. If you want to avoid these disasters in the future, Interest rates should be determined by the free market, not Fed manipulation.
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  42. Sarah is a smoke show. Great dress today.
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  43. Is anyone surprised Yellen continues to lie about the facts? Grandma needs to go.
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  44. Firstly, he got tons of free publicity. Second, he exposed Twitter of bias, fraud and understated BOTS for virtually no cost to himself. The man is a genius. He’s always 3-4 moves ahead of the competition.
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  45. Agreed! But inflation is not going away that easy.
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  46. Wishful thinking. And even in the unlikely event rates go back down, home prices will be down 30-50% so you won’t be able to refinance unless you bring $100-$200k to the table.
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  47. No bad actors? What do you call $9 trillion in Fed QE money printing? What do you call record trillions in federal deficits? 0% federal funds for too long. Rise in exotic mortgages. Inflation at near all time highs. Putin. Mortgage rates up 70%z There are bad actors everywhere.
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  48. Thank you Elon for exposing the corruption and canceling of free speech at Twitter!
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  49. Where do they find these people? There’s a 100% chance there’s an imminent recession. And to blame supply chain and the Ukraine War is bunk. This is all from massive currency destruction due to reckless monetary and fiscal policies.
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  50. Inflation won’t subside until the Fed makes real rates positive. They don’t have the guts to do that.
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