Today is pretty crappy for the stock market, but one of my accounts has a notable quality. Everything is red except Pepsi, Coke and a Japan ETF. What do those guys have going on and why didn't the Japan ETF take a hit?
OT: Market genuises - don't recommend looking at your portfolio today
- Thread starter horshack.sixpack
- Start date
Meh, it will probably rally. It already has a little bit. Ebbs and flows.
Sure. I haven’t lost anything because I’m not selling. Just curious why Pepsi, Coke and Japan ETF seem immune/contrary.
Have I told you about Amway/Crossfit/Team National/Bitcoin?
I can't speak to the others but Pepsi is riding high on earnings beating their expectations. It wouldn't be a stretch to assume that Japan ETF is reacting positively to the trade deal with US (lower tariffs and revenue investment agreement).
You shop at Walmart, right? Do you buy cars? Do you like saving money at places you already shop? Then you are an idiot if you don't join Team National! For only $2,195 one-time, I can get you discounts plus approval to hire 5 employees and let me tell you what happens if those 5 employees each get 5, and so on. Hold on real quick while I show you the basic math as if you are an idiot and have never done multiplication or heard of an MLM. Ok, got it?
Why am I constantly online posting about by raving success, along with pictures of my latest "company" meeting at the Golden Corral in Ecru? Well, that is just proof that I'm making it big and you can too. Why is this the third MLM you've seen me be "wildly" successful at and not just retire the first time I got rich off one? Well, it certainly isn't because I've only mostly lost money trying to make these MLMs work. Now did you bring your checkbook? No? I don't think you understand what I'm telling you. Who doesn't like saving money?
Dorn, I can provide you a contact if you need, just DM me...
ETA: the above is an almost verbatim conversation with a "friend" from church except I did not ask him why we was on a string of MLM pimping adventures
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Need one rate cut and we ride a market rocket to new highs. No worries here
I'll start looking at mine a couple of years out from retirement and choose to let it ride a little longer or move it into a safer income fund. Whichever choice I make is guaranteed to be the wrong one.
I don't see anything technically that says this market is going to weaken. Just broke out to a new ATH after testing the old high back in April. Taken a 35% rocket ride since then. Normal time for a 5% ish pullback.
Long-term. We are testing MMT to the brink. Deficits are soaring so far and likely for the rest of this decade. The Fed is going to have to load up on treasuries to lower interest rates as nobody else will want them at rates lower than this and Trump is dead set on installing a dovish fed next year. That's putting excess money into the economy which is inflationary. AI is supposed to make everything way more productive over the next 5 years which is deflationary. Boomers are going to die off faster and faster and we are going to have some demographic issues which is inflationary.
Any way I look at it, corporate profits are going to remain robust through increased productivity and increased defecit spending. Physical assets (real estate, gold, and even bitcoin are attractive hedges against currency devaluation too.)
The big AI companies in 2030 haven't even gone public yet. Wall Street is going to eat main street's lunch. Small firms will get eaten up or just left on the side of the road for dead.
Going to be fascinating.
did not find a way to incorporate a penis overlay. not buying
RE real estate: how do home prices not recede at some point with a shrinking population? Just take a look at all the videos of ex-pats buying abandoned homes in Japan for next to nothing. I could foresee people who have a lot of their personal net worth tied up in their home losing a game of musical chairs when it comes time to downsize or time for heirs to sell off.
Had a friend ask if I wanted to meet for lunch several years ago. This is pretty much verbatim what he said too. Fun times.
"I can't afford to save any more money" - Jerry Clower
I mean if you take all of the Boomers out of their homes, I'm just not sure about supply, particularly for larger homes. It seems like trends are changing. I'm semi-rural, decent size lots and homes, i.e. the kind of place that the next generation doesn't necessarily want.
Co-Pilot say:
The passing of Baby Boomers—often referred to as the “Silver Tsunami”—is expected to have a significant but gradual impact on the U.S. housing market over the next 20–30 years. Here's a breakdown of the key effects:
1. Massive Transfer of Real Estate
- Boomers currently own around \$19 trillion in real estate [1].
- As they pass away or downsize, a large number of homes will enter the market, especially in suburban and rural areas.
- This could increase housing supply, potentially lowering prices in some regions.
2. Potential Price Pressure
- If supply outpaces demand—especially in areas less desirable to younger generations—home values may decline.
- Homes that are outdated or not suited to modern preferences (e.g., large suburban homes) may be harder to sell [2].
3. Generational Shifts
- Millennials and Gen Z may inherit homes, but not all will want to live in them.
- This could lead to more rentals, renovations, or sales, reshaping local markets.
4. Urban vs. Suburban Dynamics
- Younger buyers tend to prefer urban or walkable communities, while Boomers often own homes in suburban or rural areas.
- This mismatch may lead to regional disparities in housing demand and pricing.
5. Long-Term, Not Immediate
- The impact will be gradual, not sudden. Death rates among Boomers will rise from 2.6 million/year today to over 4 million/year by 2050 [2].
- Immigration and household formation by younger generations will offset some of the decline in demand.
References
[1] What Will Happen To The Housing Market When The Boomers Begin To Die ...
[2] What Will Happen to Housing When the Baby Boomers are Gone?
Figma gonna save us, baby. Let’s brainstorm about what’s going to happen to the market while dropping some sticky notes to ambient music
There were 13 all-time record highs in the last 2 weeks between the S&P 500 and the nasdaq. The markets can't go up every day.
3 things.I mean if you take all of the Boomers out of their homes, I'm just not sure about supply, particularly for larger homes. It seems like trends are changing. I'm semi-rural, decent size lots and homes, i.e. the kind of place that the next generation doesn't necessarily want.
Co-Pilot say:
The passing of Baby Boomers—often referred to as the “Silver Tsunami”—is expected to have a significant but gradual impact on the U.S. housing market over the next 20–30 years. Here's a breakdown of the key effects:
- Boomers currently own around \$19 trillion in real estate [1].
- As they pass away or downsize, a large number of homes will enter the market, especially in suburban and rural areas.
- This could increase housing supply, potentially lowering prices in some regions.
- If supply outpaces demand—especially in areas less desirable to younger generations—home values may decline.
- Homes that are outdated or not suited to modern preferences (e.g., large suburban homes) may be harder to sell [2].
- Millennials and Gen Z may inherit homes, but not all will want to live in them.
- This could lead to more rentals, renovations, or sales, reshaping local markets.
- Younger buyers tend to prefer urban or walkable communities, while Boomers often own homes in suburban or rural areas.
- This mismatch may lead to regional disparities in housing demand and pricing.
- The impact will be gradual, not sudden. Death rates among Boomers will rise from 2.6 million/year today to over 4 million/year by 2050 [2].
- Immigration and household formation by younger generations will offset some of the decline in demand.
References
[1] What Will Happen To The Housing Market When The Boomers Begin To Die ...
[2] What Will Happen to Housing When the Baby Boomers are Gone?
1. Real estate is more than single family homes.
2. Houses don't live as long as people these days. Lots of homes built in the 50's-70's will be torn down in the next 10-20 years.
3. Real estate is local. I would not want to be invested heavily in markets that have a declining population base. If you own real estate in place where people want to relocate to, it will be much safer than owning in a place where people are trying to get out.
Good info. One somewhat neglected point is that most boomers who live in their homes are couples. We males in most cases will die off before our spouses and in many many of those situations the widow will be selling the house rather than the millennial heirs. I guess the end result will be the same (a house for sale is a house for sale) regardless of who selling it but there will be some slight differences in how the sale came about. At any rate many of these widows will be in the market for places to live and have the money to call their shots. Somebody's going to make some money selling these ladies overpriced paces to stay.I mean if you take all of the Boomers out of their homes, I'm just not sure about supply, particularly for larger homes. It seems like trends are changing. I'm semi-rural, decent size lots and homes, i.e. the kind of place that the next generation doesn't necessarily want.
Co-Pilot say:
The passing of Baby Boomers—often referred to as the “Silver Tsunami”—is expected to have a significant but gradual impact on the U.S. housing market over the next 20–30 years. Here's a breakdown of the key effects:
- Boomers currently own around \$19 trillion in real estate [1].
- As they pass away or downsize, a large number of homes will enter the market, especially in suburban and rural areas.
- This could increase housing supply, potentially lowering prices in some regions.
- If supply outpaces demand—especially in areas less desirable to younger generations—home values may decline.
- Homes that are outdated or not suited to modern preferences (e.g., large suburban homes) may be harder to sell [2].
- Millennials and Gen Z may inherit homes, but not all will want to live in them.
- This could lead to more rentals, renovations, or sales, reshaping local markets.
- Younger buyers tend to prefer urban or walkable communities, while Boomers often own homes in suburban or rural areas.
- This mismatch may lead to regional disparities in housing demand and pricing.
- The impact will be gradual, not sudden. Death rates among Boomers will rise from 2.6 million/year today to over 4 million/year by 2050 [2].
- Immigration and household formation by younger generations will offset some of the decline in demand.
References
[1] What Will Happen To The Housing Market When The Boomers Begin To Die ...
[2] What Will Happen to Housing When the Baby Boomers are Gone?
Down 1.17%. Thank goodness my wife talked my out of jumping out a window. It was a close call after those massive losses
Yea, the Fed seems insistent on waiting too late no matter which way they need to move.
I do understand we don't have good data to go on. Not sure how much worse it is now than in the past, if at all, but what did they revise for Biden's tenure, like 800K jobs or something crazy like that?
I'm mostly into real estate. Buying up south Jackson residential properties while they are still cheap. Soon gentrification will come into play and the profits will be astronomical
I feel like a lot of Sixpackers look like this trying to get ready to nab one of those sugar mama widows:
ETA: Apparently I'm too dumb to insert a gif. Did not know that about myself.
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people keep saying this. The population is NOT shrinking. It’s growing less rapidly but it’s not shrinking.
Not reproducing at replacement level will lead to contraction unless we suddenly start having a bunch of kids. I’m done personally.