HIFS, a great bank with short term headwinds

I posted this over at the vale investing sub, but thought I'd throw it up here too, with a few additions.

Is anyone on this sub watching HIFS, Hingham Institution for savings?

This name comes up repeatedly as one of the best run, most risk averse, and still steady growing banks out there. However, it's been getting killed lately.

Their earnings have been dropping because they make less money when the yield curve is inverted (borrow s

What companies might get a boost from the release of new VR/AR/MR hardware?

I'm almost reluctant to raise the question because there seems to be a bandwagon of anti-metaverse raging for a while now. Regardless of what people want or believe about Metaverse and the silly hype around it, AR/VR/MR hardware is just a natural progression of rendering technology, like advances in televisions, tablet and phone screens, and computer monitors. A major difference though is in how content for these next gen devices are created.

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Financial professionals not expecting to see a big recessions

I have been staring at articles and various technical charts that basically are point at us being at the pivot point of either beginning good growth or things going downhill. (How vague!)

I see articles, https://finance.yahoo.com/news/don-t-see-big-recession-234009170.html like this one talking about how several of these people don't forsee a recession.

I'm

Fed's 12-Month Recession Probability Soars To Levels Unseen Since 1982

Full Article

The likelihood of a recession in the United States within the next year has risen to almost 58%, the highest level since August 1982, according to the New York Federal Reserve.

The recess

Economist: America's astounding economy

Contrary to the groaning of both Republicans and Democrats, the economy is still the world’s largest. How has this success been sustained? We ask why choosing the wrong degree could leave you worse off than if you had never bothered at all.

https://open.spotify.com/episode/6oJL2haemvuIqXd5YKGXR1?si=Cmje76QuSPOfFwuG_mSKUg&dd=1

Understanding the rabbit of commercial real estate

There's been some rumblings about how commercial real estate is the next bubble (somewhat mirroring 2008's crash with residential real estate) that will pop and create the next cataclysmic recession.

I sympathize with the Mark Baum depiction in the Big Short.. as just in my large urban city, retail and commercial stores/companies are quietly closing and vacating left and right. Restaurants that have been cultural staples for decades, gone overnigh

r/Stocks Daily Discussion Wednesday - Apr 19, 2023

These daily discussions run from Monday to Friday including during our themed posts.

Some helpful links:

I can’t stop thinking about how stupid Reddit stock market discussions are

Ever since the fed insured all depositors people continued calling for a mega 2008 style collapse in the banking sector. I tried to post how banks were an amazing buying opportunity, only to get downvoted and tons of fear mongering comments. It’s extremely obvious- once confidence in the banking sector is shored up, there won’t be more bank runs.

Then there’s people saying the dumbest shit like “the fed BAILED out the banks with tax payer money, the poor

Meta to Conduct Another Round of Layoffs Affecting Up to 10,000 Jobs, Reports Say

Meta will conduct another mass round of layoffs on Wednesday, several sources working at the company told Vox.

In an internal memo posted to a Meta employee message board on Tuesday evening and viewed by Vox, the company told employees that the layoffs will start on Wednesday and will impact a wide range of technical teams including those working on Facebook, Instagram, Reality Labs, and WhatsApp. A Meta spokesperson confirmed the memo was sent to employe

BILL Holdings, Inc. ($BILL) price in tune with revenues

BILL Holdings, Inc. ($BILL) price-to-sales (or "P/S") ratio of 9.7x might make it look like a strong sell right now compared to the Software industry in the United States, where around half of the companies have P/S ratios below 4.4x and even P/S below 2x is quite common. Nonetheless, we'd need to dig a little deeper to determine if there is a rational basis for the highly elevated


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