As I've mentioned before, once I retired and eventually rolled my 401K and pension over (best decision was taking the lump sum and investing it to make at least some money vs. the annuity, which had no COLA feature - decided this right as inflation started to take off in 2022) into IRAs managed by a very good financial adviser about 2.5 years ago, we've been invested very conservatively, only caring about preservation with minimal growth, since we had enough for the long haul and for most of this time we were well behind what we could've made in the market. Two months ago the market was up about 37%, while our portfolio was only up 12%, which we knew was possible and were ok with. Now the market is up 17% and we're up 13%, as we only lost about 1% over the past few days. Slow and steady has done ok for us - and it's way less stressful, as I rarely look at our investments.
OT: Stock and Investment Thread
- Thread starter RU05
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They already do. They have less than zero respect for our IP
The scary thing is that, after stealing/copying everything from all tech leaders.. not just the USA.. China has begun innovating on their own.. drones are a good example. And I would not be surprised if they beat us to going back to the moon. Most-favored-nation status was a HUGE mistake. Heck.. UN Security Council permanent membership was a huge mistake.
That was what I thought but this person seemed to be saying that once we go to 100% tariff China will just make everything US companies make and sell them much cheaper all over the world as a way to combat the new tariffs.
I was under the impression they were doing that already.
I brought JPM, added to my GS, AMZN, and MSFT, sold half UNH. That’s all for today. Still plenty of cash maybe 50%.
I don’t think it over, earning season going to be interesting. When the country does badly, the stock market does well. I think they got to decrease interest rate even when inflation goes up. Lot of people going to be hurting. I turned into a long term investor now.
I don’t think it over, earning season going to be interesting. When the country does badly, the stock market does well. I think they got to decrease interest rate even when inflation goes up. Lot of people going to be hurting. I turned into a long term investor now.
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I’m not buying outside the usual monthly autos like 529 and 401k. I do have cash that needs to find a home. Will park it in T-bills for now until the dust settles.
You still working right?
Yea, I want to be cautious and still feel it will go down further.
I think the market is waiting for clarity, the swings are wild but ultimately we’re at a point where the market is either waiting to buy back into their positions or sell off another 20% down, depending on whatever President 4Chan decides today. Right now it’s just a lot of hedging back and forth.
Buffett didn’t sell off just for this. It’s going to get a lot worse and longer bear.
Careful. Any good news will cause a +6-7% day. Sure, Trump can say/do something that will drive the market lower, but whatever happens, you are getting a 18% discount on the S&P 500 and 22% on the QQQ.
Bird in hand.
We are on Trump's ride. Any positives or negatives are based on his actions.
The current course changes by the minute so saying we are definitely going to crash down is a bit premature, Buffett not wanting to gamble doesn’t mean he’s 100% right in how it will play out, it just means he doesn’t want exposure to the downside. Surprised the EU was so quick to offer a concession, the right move for them and the world to be honest would be to let the consequences play out and check in at the end of the year. But them caving bodes well for this having a resolution in the near future even if we rejected it as it seems they are angling to placate rather than fight. If we can cool off the rhetoric with the EU and Canada we could see the market recover shortly. China is a different animal but I think all here agree that if anyone should be getting “tough talk” from us it’s them even if it yields some volatility.
EU, Japan, Taiwan, Canada, Mexico. All are allies and will end up with very good deals. Canada may take a few extra weeks since they are in the middle of an election, but there is literally no upside for them to get into a prolonged trade battle with big brother.
I mean yea, but they didn’t ask for it either. They have had their sovereignty repeatedly threatened, and an irrelevant amount of fentanyl used as a scapegoat to justify us dropping a trade nuke on them without a clear ask of what we even want. While obviously we hold the leverage, they do have a few cards of their own with exports such as potash, timber, oil, electricity to certain parts of the US, not to mention Canadian tourism to the US is a real thing and if their citizens boycott us, Main Street will feel it. Our leverage shouldn’t be mistaken as a license to get anything we want or else.
Correct. To figure this out you need to get in his head. What is his intended outcome? Is it truly a tariff war? I don't think so. It is truly to have zero tariffs so US companies and sell more outside of US. I don't think so.
Is the goal to drive down interest rates, which he wants Powell to do. Or drive down T-bill rates so the new debt being bought by china is at a lower rate??
tariffs being a revenue source to offset the tax cut extension?
Whatever you do, do in small increments over a couple of months.
I don't think so. Didn't he say he wants zero tariffs with EU. Zero for us and zero for them? It's hard to follow because he says something different every day.
I look at China's "success" and I see America's hijacked/sold economy.
I've long thought China is overrated despite their ability to refine already existing products
Chinese subs leak and crews are afraid to dive in them - buildings collapse (see them dissolve in Myanmar quake).
Belt and Road initiatives are eroding - countries understand the trap now.
Workers/managers are afraid of being reported to CCP and its hard to have honest discussions.
One of few things Chinese are allowed to invest in are the ghost cities now falling apart - lots of PO'ed people.
Confucianism is key among Chinese and they aim for "balance" and "mandates from heaven."
I know people at IBM who say Chinese execs are bad at decisions - they fear being "out of step" with the group.
For reasons like that experts say Chinese are bad at war.
A saying in Far East is:
One Japanese fights like a worm and a thousand Japanese fight like a dragon
One Chinese fights like a dragon and a thousand Chinese fight like a worm.
US keeping China's green energy sector going (and China funds the green hysteria groups) while crushing US energy.
James Rickards says its wrong to think of US as broke because its sitting on trillions in underground fuels and minerals.
The various subversives have US tangled-up like a pretzel and entitles like BlackRock and colleges help.
Overall I think China could collapse easier than people think - CCP in a panic already and that's dangerous.
America is the bedrock of China's economy
People once thought USSR couldn't collapse
Treasury Secretary Bessent says China’s escalation was ‘big mistake,’ country playing with ‘losing hand’
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Honestly while it looks like a complete shoot from the hip (and perhaps to some extent it is)....I think it is a bit of "all of the above". Revenue, Surplus reduction, on shoring of critical manufacturing, deficit reduction, etc. and whether intended or not (an I lean more intended) he has talked about this re-engineering for years.
Personally I am shocked how how badly we've been getting ripped off. I had no idea it was this bad by so many (I knew China sucked). Getting this addressed makes me feel better about buying from those countries in the future and helping them out. I have no issue being blessed to be able to pick up the tab at dinner... but not when I see the other guests then drive off in the BMW and Range Rovers.
One of them is Catherine De Noire, a manager of a legal brothel, a Ph.D. candidate in organizational psychology and an influencer. When business at her brothel unexpectedly dips, De Noire takes it as a sign that the economy is in trouble.
Although De Noire is based in Europe, she believes that economic upheaval in the United States “triggers huge uncertainty” across the pond because of America’s global influence. De Noire first noticed a decline in business right after Donald Trump was elected in November 2024, as Americans and the rest of the world anticipated upheaval.
Strippers in the U.S. are also feeling the pinch. Dancer and influencer Vulgar Vanity said that when she first started dancing in 2022, she could earn six figures just by dancing during a handful of big events in Austin, such as the Formula 1 Grand Prix and South by Southwest music festival. This year is different.
Take this garbage elsewhere
Sorry but posting about Europeans whores doesn't belong here
I didn’t sell anything so I welcome the good news. I didn’t make mistake of checking my accounts. Down a beach house in Wildwood.
I like to buy direct from dealers in 3-5 weeks ladders.
the dow is actually slightly higher than it actually was one year ago today.
the elites never want to feel any pain do they despite making enormous amounts of money. Its interesting to watch the messaging on this