the idiot wrote:
Maserati wrote:TSLA imo is still a buy
These seems brave. I sold my tiny little piece at the open...
TSLA up > 5% early in the day. Boy is my face red... :-)
the idiot wrote:
Maserati wrote:TSLA imo is still a buy
These seems brave. I sold my tiny little piece at the open...
TSLA up > 5% early in the day. Boy is my face red... :-)
You wanted an even bigger bubble, well you’re getting it. Thank the Fed.
Ghost of Igloi wrote:You wanted an even bigger bubble, well you’re getting it. Thank the Fed.
I think you're right on TSLA at the least being in a developing bubble. Not sure the Fed has anything specific to do with its current trajectory mind you...
That Sornette book you recommended (Why Stock Markets Crash) has been a great read so far. I'm maybe 2/3 of the way through it, learning a lot.
TSLA has that great combo of a giant, massive, ginormous short position...and surprisingly positive fundamentals. That equals a short squeeze...valuations and fundaments aren't part of the stock price anymore. Just supply and demand of shares, So painful to those short.
I'm completely forgetting what it's like to live in a falling stock market.
Remember that c.16 month span of a stalled market? Now look at us skyrocketing. Shows you - you make your money in a hurry in markets like this. missing periods like this is deadly.
That said...I have to think we're due for a pullback soon...there's just not enough fear in the market right now. I feel that lack of fear myself. Not that I'm selling anything.
So Hussman fund investors are doomed to lose big money and Igy will forever be wrong.
agip wrote:
TSLA has that great combo of a giant, massive, ginormous short position...and surprisingly positive fundamentals. That equals a short squeeze...valuations and fundaments aren't part of the stock price anymore. Just supply and demand of shares, So painful to those short.
I'm completely forgetting what it's like to live in a falling stock market.
Remember that c.16 month span of a stalled market? Now look at us skyrocketing. Shows you - you make your money in a hurry in markets like this. missing periods like this is deadly.
That said...I have to think we're due for a pullback soon...there's just not enough fear in the market right now. I feel that lack of fear myself. Not that I'm selling anything.
I've always thought that the third week of January is prime time for pullbacks, after the new money comes into the market for that year's IRA purchase. That's what i seem to remember for prior years. But i have to admit, this year its just not letting up...
The top 5 companies hold the highest share of market cap?
Duh!
You’re too dumb to read the chart. Understood.
I pretty much just repeated the top line.
Apple. Microsoft, and Amazon are the only companies responsible for more than 2% of the S&P 500 by percentage weighting. There's a lot of companies in the range under 2%.
It's not so hard for me to understand how those three companies have capitalized on a changing international market where the winners take a larger share of the prize. Brick and mortar, for example, is a hard way to grow, comparatively.
Is this a reason for concern? Or is it a clue to how a savey investor might want to invest?
seattle prattle wrote:
Apple. Microsoft, and Amazon are the only companies responsible for more than 2% of the S&P 500 by percentage weighting. There's a lot of companies in the range under 2%.
It's not so hard for me to understand how those three companies have capitalized on a changing international market where the winners take a larger share of the prize. Brick and mortar, for example, is a hard way to grow, comparatively.
Is this a reason for concern? Or is it a clue to how a savey investor might want to invest?
it's savvy. Much of what has happened is that the quick growth in emerging markets...is being captured by US and other giant multinationals. So if you believe that the growth story in the developing markets will continue, using mega giant companies to profit off it..seems to be the smart move.
I mean emerging market stocks have been utter garbage for a decade.
seattle prattle wrote:
Apple. Microsoft, and Amazon are the only companies responsible for more than 2% of the S&P 500 by percentage weighting. There's a lot of companies in the range under 2%.
It's not so hard for me to understand how those three companies have capitalized on a changing international market where the winners take a larger share of the prize. Brick and mortar, for example, is a hard way to grow, comparatively.
Is this a reason for concern? Or is it a clue to how a savey investor might want to invest?
Check your stats. Amazon and Google are each over 3%.
that makes a certain sense. I haven't heard a good explanation of why emerging markets have been so beaten down except for the slowing growth of China and the effects of tarifs.
My Emerging markets ETF is slowly clawing its way back up, though, finally.
Not according to what i am looking at.
"Components of the S&P 500
# Company Symbol Weight Price Chg % Chg
1 Apple Inc. AAPL 4.792428 318.79 8.46 (2.73%)
2 Microsoft Corporation MSFT 4.550936 163.60 2.26 (1.40%)
3 Amazon.com Inc. AMZN 2.900058 1,893.60 10.44 (0.55%)
4 Facebook Inc. Class A FB 1.940256 222.20 4.14 (1.90%)
5 Berkshire Hathaway Inc. Class B BRK.B 1.639002 228.65 2.03 (0.90%)"
* from SlickCharts, updated as of January 10th.
Link:
okay, it broke google into the two classes of shares, so it pops it over 3%. Still, my point holds.
No, the point is a handful of stocks are driving the index and their net income is going down. Just like 1999.
Read the chart.
So the top five hold 18% of the index, but account for 14% of the net income for said index.
Alright, I can live with that.
Ghost of Igloi wrote:
No, the point is a handful of stocks are driving the index and their net income is going down. Just like 1999.
Read the chart.
The chart shows several such years, not just 1999. There’s no consensus here.
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