OT: Stock and Investment Thread
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There would be plenty of consolidation and closures, but I think that is sorely needed and would improve the higher ed system. Too many dinky colleges and high-priced mediocre privates (think Drew, SHU, Rider, etc.).
Unlike K-12, large higher ed public institutions are good quality and value.
Demonstrators holding anti-Musk signs on the Rt. 4 overpasses yesterday in the Valley of the Malls. Not assassination though
A better way would to be keep the funding opportunities as they are but make the colleges share the risk of loss in the case of default. Probably would result in a small reduction in student loans but a more realistic appraisal of whether the students really belong there.
These people are idiots. A year ago they loved him and thought he was saving the planet. He's still the same person just calling out wasteful and corrupt spending that the media tells them not to agree with. Good luck with your **** it trade, sometimes they work out the best.
Idiots or not, it seems he has alienated a large portion of his customer base.
We shall see in the sales numbers in upcoming qtr's but I think they could be very bad.
Right! The “number go up no matter what” crowd are just silly. Having a malevolent-toward-the-entire-middle-class-on-down King doesn’t lead to number go up.
If you had contributed something to this thread prior to his reelection you might have some credibility.
Since you hadn't I ask you to take it to the CE board.
ATH today. Gold just continues to grind higher. Likely nation buying.
There's a wild rumor online saying that the EU is going to Capital Controls in April.
Greg Mannarino says the chaos is just beginning,that the bottom for the DOW is 6-8 thousand-and that no one is capable of stopping the decline.
Let's just hope/pray the horror show "seen" by Remote Viewers is just all a fantasy:They claim that they saw Congress throwing up after being told that the money supply is at least 100 times more than what is acknowledged.
You pays yer money and you takes yer choice.
Greg Mannarino says the chaos is just beginning,that the bottom for the DOW is 6-8 thousand-and that no one is capable of stopping the decline.
Let's just hope/pray the horror show "seen" by Remote Viewers is just all a fantasy:They claim that they saw Congress throwing up after being told that the money supply is at least 100 times more than what is acknowledged.
You pays yer money and you takes yer choice.
One more thing:The late Herbert W.Armstrong said that before the end trade wars would start shooting wars.
Armstrong died in 1986.
Armstrong died in 1986.
Are we saying the DJI is going to 6,000?
I have never heard of Mannarion but I googled him and he has said he think Gold could go to $8K, and that is not that crazy.
Sounds like Glenn Beck (Glenn is a very dumb man) level nonsense but I’m not sure of your source regarding money supply or what you’re actually saying besides trying to scare people.
Mannarino is also a dumb man grifter.
Mannarino is a goof ball market doomer, he’s not credible. He’s “that guy” who claims he has some super dooper secret technical analysis that somehow always spells doom and/or DEATH no matter what is going on in the world.
Policies dealing with the economy directly affect the markets. What affects the markets is pertinent to this thread
The EU has announced that they want to have a Digital Currency by the fall.
They also announced they are going to leverage people savings to promote investments, whatever that means.
The EU is in trouble, anything is possible over there.
And they did it all to themselves. There is no incentive to innovate and grow in the EU.
Canada "blinked?" LOL, too funny. Trump is doing his best to piss off our most valued ally and fantastic neighbor, reportedly over a tiny amount of fentanyl, starting a completely unnecessary trade war with them and acting like a friggin' bully with all his moronic 51st state talk, which is not how one treats a sovereign state and great neighbor, but I'm guessing chest-thumpers like you probably love it. Just about every "justification" Trump has made for the trade war are fabrications or gross exaggerations, plus all of this could have easily waited for the next round of USMCA discussions in 2026.
https://www.cbsnews.com/news/trump-tariffs-canada-trade-fact-check/
40,813 now, so almost halfway to 35K. And the thing is, it's all been so unnecessary. Trump inherited a robust, growing economy (the best in the world according to the Economist back in Nov), where inflation had been largely tamed without recession or hurting the record job market or financial markets. The chaos of whipsawing tariffs and threatening our best allies in NA and Europe, exacerbated by poorly executed and often illegal/unconstitutional government job/structure cuts, has greatly reduced consumer confidence, so despite the economy still looking fairly robust as per Fed chief Powell's recent remarks, the chaos and uncertainty - things that markets and consumers don't like - are threatening that robustness. Maybe it's all temporary and we'll reach a new equilibrium, but maybe we will head into a recession, as many are predicting now, given all of the preceding, combined with the now inverted bond yield curve, a strong indicator of a future recession. Also, people who don't think politics should be discussed in a financial markets thread are beyond naive.
https://fortune.com/2025/03/08/jero...tariffs-inflation-unemployment-labor-economy/
Canada is our most valued ally LOL--they've been riding our military coattails for decades--even the Euros castigated the canuks over their alligator arms with NATO last year.
Trump ran on a platform of re-setting global trade inequalities, why should he wait until next year? Too funny Trump "inherited" the best economy in the world". Tell the class the last time the US wasn't the "best economy in the world". Are you going to argue with Treasury Secty Scott Bessent that the US needs to transition from excessive government spending to fuel economic growth? Or are you going rely on the liberal globalist Economist mag lol? (P.S. I schooled you previously on The Economist's Euro socialist-bias, maybe you missed it while you were still thumping your chest about bats and pangolins lol.)
Treasury Secretary Bessent says a 'detox' period for the economy does not have to be a recession
- The comments come after Bessent said Friday that the U.S. would undergo a transition period as the federal government tries to cut spending, including laying off public sector workers.
- Bessent on Thursday reiterated his view that current levels of government spending are "unsustainable."
Anyhoo, are you ready to bet on your DJIA prediction or not? Let's go with a $1000 donation to RU NIL. Ball is in your court*.
*Clock is ticking...
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Morgan Stanley - Top 30 stocks to own through 2027. Some pretty interesting names:
Amazon.com (AMZN) – Revenue five-year CAGR: 11%
Analog Devices (ADI) – Revenue five-year CAGR: 1%
Apple (AAPL) – Revenue five-year CAGR: 4%
Atlassian Corporation (TEAM) – Revenue five-year CAGR: 22%
Blackstone (BX) – Revenue five-year CAGR: 12%
Boston Scientific (BSX) – Revenue five-year CAGR: 13%
CBRE Group (CBRE) – Revenue five-year CAGR: 7%
Chipotle Mexican Grill (CMG) – Revenue five-year CAGR: 13%
Citigroup (C) – Revenue five-year CAGR: 4%
Citizens Financial Group (CFG) – Revenue five-year CAGR: 4%
Coca-Cola (KO) – Revenue five-year CAGR: 4%
Datadog (DDOG) – Revenue five-year CAGR: 21%
Ecolab (ECL) – Revenue five-year CAGR: 5%
Eli Lilly & Co (LLY) – Revenue five-year CAGR: 27%
EQT Corp (EQT) – Revenue five-year CAGR: 45%
Ferrari (RACE) – Revenue five-year CAGR: 10%
Howmet (HWM) – Revenue five-year CAGR: 12%
Iqvia Holdings (IQV) – Revenue five-year CAGR: 5%
Live Nation Entertainment (LYV) – Revenue five-year CAGR: 13%
MasterCard (MA) – Revenue five-year CAGR: 12%
Meta Platforms (META) – Revenue five-year CAGR: 16%
Microsoft (MSFT) – Revenue five-year CAGR: 12%
The Progressive Corp (PGR) – Revenue five-year CAGR: 17%
Shopify (SHOP) – Revenue five-year CAGR: 24%
Spotify Technology (SPOT) – Revenue five-year CAGR: 16%
Thermo Fisher Scientific (TMO) – Revenue five-year CAGR: 2%
Trane Technologies (TT) – Revenue five-year CAGR: 9%
TransUnion (TRU) – Revenue five-year CAGR: 9%
Visa (V) – Revenue five-year CAGR: 11%
Walmart (WMT) – Revenue five-year CAGR: 5%
Amazon.com (AMZN) – Revenue five-year CAGR: 11%
Analog Devices (ADI) – Revenue five-year CAGR: 1%
Apple (AAPL) – Revenue five-year CAGR: 4%
Atlassian Corporation (TEAM) – Revenue five-year CAGR: 22%
Blackstone (BX) – Revenue five-year CAGR: 12%
Boston Scientific (BSX) – Revenue five-year CAGR: 13%
CBRE Group (CBRE) – Revenue five-year CAGR: 7%
Chipotle Mexican Grill (CMG) – Revenue five-year CAGR: 13%
Citigroup (C) – Revenue five-year CAGR: 4%
Citizens Financial Group (CFG) – Revenue five-year CAGR: 4%
Coca-Cola (KO) – Revenue five-year CAGR: 4%
Datadog (DDOG) – Revenue five-year CAGR: 21%
Ecolab (ECL) – Revenue five-year CAGR: 5%
Eli Lilly & Co (LLY) – Revenue five-year CAGR: 27%
EQT Corp (EQT) – Revenue five-year CAGR: 45%
Ferrari (RACE) – Revenue five-year CAGR: 10%
Howmet (HWM) – Revenue five-year CAGR: 12%
Iqvia Holdings (IQV) – Revenue five-year CAGR: 5%
Live Nation Entertainment (LYV) – Revenue five-year CAGR: 13%
MasterCard (MA) – Revenue five-year CAGR: 12%
Meta Platforms (META) – Revenue five-year CAGR: 16%
Microsoft (MSFT) – Revenue five-year CAGR: 12%
The Progressive Corp (PGR) – Revenue five-year CAGR: 17%
Shopify (SHOP) – Revenue five-year CAGR: 24%
Spotify Technology (SPOT) – Revenue five-year CAGR: 16%
Thermo Fisher Scientific (TMO) – Revenue five-year CAGR: 2%
Trane Technologies (TT) – Revenue five-year CAGR: 9%
TransUnion (TRU) – Revenue five-year CAGR: 9%
Visa (V) – Revenue five-year CAGR: 11%
Walmart (WMT) – Revenue five-year CAGR: 5%
"Right! The “number go up no matter what” crowd are just silly. Having a malevolent-toward-the-entire-middle-class-on-down King doesn’t lead to number go up. "
This is what I responded to. Don't give me "Policies dealing with the economy".
I'd be OK with policy talk, but people can not control themselves. Lets not ruin this thread. Just keep it stocks.
Like someone said above gold has been pumping like crazy. Years ago an older guy I worked with talked me into buying silver every so offen. I did, but regrettably didn’t get much gold. Never too late I guess, maybe time to allocate a little every month towards gold. I like having the physical metal in hand.
For the purposes of keeping this to the stock market and I will not name any politician.
1. When tariffs are announced the stock market will move in a negative direction.
2. When there is uncertainty, the stock market will move in a negative direction.
3. When other countries levy tariffs against us the market will react.
4. Canada is our largest border. From a trading, and security/military point of view they are a great neighbor. We do not need to line up military at our northern border to protect us. We want Canada to thrive. That eliminates them working with an enemy.
5. What you or others may call elimination of waste and fraud others see it differently. Park Rangers are not waste and fraud. NIH scientists are not waste and fraud. Cuts to the VA and cuts to care for Vets isn’t waste and fraud. Cuts to education and US universities are not waste and fraud. And I can go on and on with the proposed cuts.
6. Everyone would like to eliminate waste and fraud but that’s not what’s happening right now. They are not doing audits to find waste and fraud. They are indiscriminately cutting hard working American jobs. And the market is reacting.
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7. Everything the "unamed" politician does is bad and we are all going to die.
8. Everything my guy did was awesome.
9. I personally don’t have a “guy” in the race. I am not impressed with most politicians and I most certainly would never worship a politician.
10. Go through points 1-8 and tell me point by point where you disagree. Tell me why the markets are reacting as they are. Keep your answer to the stock market.
LLY has been unbelievable for a while now. Still going strong.
I guess if you are terminated like the federal employees most will need to start taking withdrawals from their 401k (without penalty). Why were they told their termination was base on their performance so that they couldn’t collect unemployment? That’s cruel. I still haven’t touch my retirement funds( moved 401k to IRA) yet but am transferring to a Roth IRA every year, 16 years of retirement. Let the money grow! Hopefully you moved away from stocks before the drop, it was strange when the market didn’t advance but actually declined between December, no Santa Claus rally, and early January.
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USPS agreed to layoff 10,000 employees. John Hopkins just layoff 2,000 employees after $800 million cut federal grants. Columbia had $400 million grants cancelled due to antisemitism. Rutgers is on the list of 60 to investigate antisemitism which means substantial cut in funding. A lot more termination in colleges due to grant cuts not only federal employees. No more free rides for colleges and Universities, expect real tuition increases. If you’re poor, go into a trade,
My prediction- the markets are going lower and a recession.
I agree that the Postal Service should be eliminated. In the past, the reason it wasn’t cut was it was going to cut service and locations in rural locations.
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Amtrak needs to be completely overhauled. But part of that overhaul needs to include a new tunnel from NJ to NYC. I don't know if public or private is the best way to get a new tunnel built. I rode the bullet train from Tokyo to Kyoto and it was great. The bullet train was first developed with public funds but shifted to private. In the US our rail should be similar to Japan. Not sure if we will ever get there.
DOGE will have the USPS and Amtrak privatized in a hasty minute…and then the ignorant rural folks will slowly begin to wonder why they no longer get mail or have access to any rail service in their area.
I don’t think anyone under 30 or even 40 would use the postal service. I’m 69 and might send out 2 checks a year. Privatize it, provide delivery twice a week, make people pay for delivery. No more pension and hire everyone at minimum wages, huge savings. You don’t have to be Musk to come up with these ideas. Actually I got involved with the planned cuts at corporate at my prior job.