I'm thinking my strategy out of this correction is to follow Seattle more into tech. Those companies are unstoppable - other countries need them even if they hate the US. Other US industries....not so much.
So sell the SP500 and buy a tech fund. Tech is down 10% now...probably time to start that switch.
I'm thinking my strategy out of this correction is to follow Seattle more into tech. Those companies are unstoppable - other countries need them even if they hate the US. Other US industries....not so much.
So sell the SP500 and buy a tech fund. Tech is down 10% now...probably time to start that switch.
I'm thinking my strategy out of this correction is to follow Seattle more into tech. Those companies are unstoppable - other countries need them even if they hate the US. Other US industries....not so much.
So sell the SP500 and buy a tech fund. Tech is down 10% now...probably time to start that switch.
VUG is a good one. About 60% tech/Mag 7 and double the tech of VTI and VOO. Provides some balance.
This streak lasted another year, but the door might be closing, finally
Since the tweet:
USA +14%
Rest of World: +9.36%
But
2025 Year to Date
USA: -1.57%
Rest of the World: +6.0%
Post See new posts Conversation Charlie Bilello @charliebilello Over the last 16 years, US stocks have gained 427% vs. 85% for International stocks and 36% for Emerging Markets. This is the longest cycle of US outperformance that we’ve ever seen.
I'll take things you might see at a market top (AI) for $1000 Ken.
1) Coreweave IPO
2) Softbank (was a major WeWORK investor) announces major funding deals in AI.
3) MSFT "What TD Cowen is saying is not just that "Microsoft canceled some data centers," but that Microsoft also effectively canceled over a gigawatt of data center operations on top of the previously-reported "multiple +100W megawatt deals." If we add in the land under contract, and the deals that were in-flight, the total capacity likely amounts to even more than that."
A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "p...
I'll take things you might see at a market top (AI) for $1000 Ken.
1) Coreweave IPO
2) Softbank (was a major WeWORK investor) announces major funding deals in AI.
3) MSFT "What TD Cowen is saying is not just that "Microsoft canceled some data centers," but that Microsoft also effectively canceled over a gigawatt of data center operations on top of the previously-reported "multiple +100W megawatt deals." If we add in the land under contract, and the deals that were in-flight, the total capacity likely amounts to even more than that."
I've heard some concern about Nvidia's margins too - that they are no longer expanding and starting to close up. Which is often a sign of the end of a boom.
It's been six months since the Sahm rule triggered and no recession. Although that could change soon!
Post See new posts Conversation Bravos Research @bravosresearch WARNING: The Sahm Rule has triggered It has anticipated the last 9 recessions And has a 100% track record This should not be overlooked
I'll take things you might see at a market top (AI) for $1000 Ken.
1) Coreweave IPO
2) Softbank (was a major WeWORK investor) announces major funding deals in AI.
3) MSFT "What TD Cowen is saying is not just that "Microsoft canceled some data centers," but that Microsoft also effectively canceled over a gigawatt of data center operations on top of the previously-reported "multiple +100W megawatt deals." If we add in the land under contract, and the deals that were in-flight, the total capacity likely amounts to even more than that."
I've heard some concern about Nvidia's margins too - that they are no longer expanding and starting to close up. Which is often a sign of the end of a boom.
Add to that yesterday Alibaba Group's released an artificial intelligence (AI) reasoning model.
Sp500 at 200 day moving average. Often the market will fall a percent or so below that mark and then rebound. No doubt people have stops at the 200 day so could see some air pockets here.
This post was edited 5 minutes after it was posted.
I know I’ve made similar comments in the past but will say again, technical indicators like index relative to the 200 (or 50, or whatever) day moving average tells us something about the past but has absolutely zero predictive power for the future.
I know I’ve made similar comments in the past but will say again, technical indicators like index relative to the 200 (or 50, or whatever) day moving average tells us something about the past but has absolutely zero predictive power for the future.
$0.02 please
Moving averages like this aren't really "technical indicators" like cup-and-handle bullsh!t. The 50 and 200 moving averages are important because those are used for real performance/alpha/beta calculations that financial service industries will use.
Moving averages like this aren't really "technical indicators" like cup-and-handle bullsh!t. The 50 and 200 moving averages are important because those are used for real performance/alpha/beta calculations that financial service industries will use.
Shocking surprise - the on-again-off-again tariffs are now off again.
I swear Trump probably intends to do this every month for the next 4 years. How do I know? It's almost literally what he did in his first term!
And imagine, just imagine, if you happened to know when Donald Trump was going to simply announce the golden "T's" - "Tariffs" which caused markets to freefall % points and then magically recover all those % points when they were "put on pause" - simply from another Donald Trump announcement.
Because man, imagine you knew when these were coming - you could make some seriously easy cash on the market in the space of only a few days. Imagine....
Shocking surprise - the on-again-off-again tariffs are now off again.
I swear Trump probably intends to do this every month for the next 4 years. How do I know? It's almost literally what he did in his first term!
And imagine, just imagine, if you happened to know when Donald Trump was going to simply announce the golden "T's" - "Tariffs" which caused markets to freefall % points and then magically recover all those % points when they were "put on pause" - simply from another Donald Trump announcement.
Because man, imagine you knew when these were coming - you could make some seriously easy cash on the market in the space of only a few days. Imagine....
Sounds reasonable, but it doesn't seem to be having its intended effect anymore - Trump announces Canada and Mexico tariffs suspended today but markets still tanking.
The boy who cried wolf? Markets not falling for it anymore?
Lack of responsible leadership being reflected in the markets?
And comparison to Trump's previous term seem something less than comparable in the scope and magnitude of changes and proposals this time.
Shocking surprise - the on-again-off-again tariffs are now off again.
I swear Trump probably intends to do this every month for the next 4 years. How do I know? It's almost literally what he did in his first term!
And imagine, just imagine, if you happened to know when Donald Trump was going to simply announce the golden "T's" - "Tariffs" which caused markets to freefall % points and then magically recover all those % points when they were "put on pause" - simply from another Donald Trump announcement.
Because man, imagine you knew when these were coming - you could make some seriously easy cash on the market in the space of only a few days. Imagine....
Better yet was getting it right when the rug got pulled on the fake economy. Imagine that, $Billions spent on crazy stuff like trans experiments on animals, Government workers that never came to work in Government buildings, NGOs paid to support illegal immigrants housed and fed in hotels. The best was illegally funding gain of function research thru a Chinese bioweapons lab and covering the truth when the leak killed millions. And you are concerned about timing the market? You would be better off betting against the ridiculous notion of a crypto currency reserve.
Better yet was getting it right when the rug got pulled on the fake economy. Imagine that, $Billions spent on crazy stuff like trans experiments on animals, Government workers that never came to work in Government buildings, NGOs paid to support illegal immigrants housed and fed in hotels. The best was illegally funding gain of function research thru a Chinese bioweapons lab and covering the truth when the leak killed millions. And you are concerned about timing the market? You would be better off betting against the ridiculous notion of a crypto currency reserve.
Wait - isn't the crypto currency reserve going to solve the "issue" of national debt?
I can't vote for any of the idiots entrusted to run this country so I'm just in it for the ride.
Better yet was getting it right when the rug got pulled on the fake economy. Imagine that, $Billions spent on crazy stuff like trans experiments on animals, Government workers that never came to work in Government buildings, NGOs paid to support illegal immigrants housed and fed in hotels. The best was illegally funding gain of function research thru a Chinese bioweapons lab and covering the truth when the leak killed millions. And you are concerned about timing the market? You would be better off betting against the ridiculous notion of a crypto currency reserve.
Wait - isn't the crypto currency reserve going to solve the "issue" of national debt?
I can't vote for any of the idiots entrusted to run this country so I'm just in it for the ride.
No you got that all wrong. The Treasury issues debt so Congress can spend it on nonproductive Government pet projects, the Fed buys that debt or refinances it. Therefore no “issue.” Best thing about the last idiot he was demented, so all the decision making was by unelected idiot bureaucrats. Enjoy the ride on a unicycle with two loose nuts, the next fall will test the testes.
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