Sangoma Technologies Corp T.STC

Just waiting for the tide to turn

[88guy88]

January has been a bit of a run up with 6 day of positive but its really just all the tax loss sellers getting back into their positions for the new year.....alot of investors need the write off loss but still like certain companies

Investors are being lulled into a sense of everything is just ok fine and okey dokey and then WHAM one day it hits and everyone is is shock and awe

Patience on the price

[Torontojay]

  I agree with this. Things are not ok. If you look underneath the surface you have wages which is a better gauge of true inflation running at 4.58% y/y or 4.12 % over the last 3 months annualized. With energy prices down over the second half of the year, what would happen to inflation if energy prices begins to rally in 2023?  The Fed funds terminal rate will likely have to

[Tan4646]

With month over month industrial production decreasing by .7% as opposed to the estimate  .1 it seems to me that the Fed is going to have to rethink the level of the terminal rate and look realistically at pausing.  I obviously am just speculating but I don't see how the u.s. can absorb rates this high.  Once all this travel and experiences spending is done the us consumer

[Torontojay]

I'm not quite bullish on inflation falling just yet. There are volatile components that can swing the m/m readings. If you strip out volatile components you get inflation running at  5% annualized. Both median Cpi and median 16% trimmed Cpi came in at 0.4% m/m which gives a reading of 5% for the year. If one looks at median Pce, a preferred measure by Jerome Powell then inflation is 0.3