Mixed feelings on stock market gain

[Anonymous]

Anonymous wrote:I see it as a sliver of hope in an otherwise horrible time. The dark days will end.

People who let unintelligent political derangement affect their investments are doomed to lose money. It may be dark days to you, but that is strictly subjective.

The market is so buoyant because of multiple factors, all weighted by serious people (aka not hysterical knee jerk political reactions against someone you don't like). Corporate earnings are outstanding, the economy is pretty strong, there is an AI boom, and while the Orange Man as sorely tested many things, in each case it showed how resilient and strong and dynamic the American economy is. Even the Iran war shows how strong the American energy independence is relative to the rest of the world and the gap in dependency suffered by even China, which relies on Iranian oil. Same with Europe. In short, it showed that when stuff happens globally, the Americans are the least affected. And even in the new AI revolution, Americans are bounds and leaps ahead of everyone else, we have 4,000 data centers in the US compared to 800 in China, for example.

The market is always forward looking. The investors have evaluated everything and voted with confidence in America's future. It may be strange given Trump's bull in china shop strategy, but we're seeing the china is pretty strong and not breaking. And that is where market confidence is coming from.

While markets always go up and down and there will be down years here and there, the fundamentals are telling me we're going to see another 25 years of major growth. And that is why people are still pouring money into the market. What could change it would be future governments hamstringing American economic dynamism, such as European style regulations and policies. But I don't see that happening unless the Democrats go full Mamdani democratic socialists, and I don't see that happening either.

[Anonymous]

Anonymous wrote:

Anonymous wrote:You’re worried if the stock market drops. You’re worried if the stock market does well.

If you want to participate in the stock market, figure out a way. It’s literally not rocket science.

You worriers are exhausting.

OP here. No, I'm not worried that it will drop. I almost wish it would, in fact.

Of course you would. You see things through an obsessive lens.

[Anonymous]

Anonymous wrote:

Anonymous wrote:I mean, it's great and all, but I actually set some cash aside hoping/thinking that the market would help topple the idiot. If you know what I mean. I can't help but think that what's going on right now is only furthering the wealth gap.

If it helps, Warren Buffett believes valuations are stretched and not attractive. It’s a good time to reevaluate your exposures and make sure your asset allocation is within your risk tolerance. I assume you periodically rebalance, right?

Warren Buffett was a great investor. He has not been a very active investor for more than 5 years as he aged. Whatever he says now is not worth the paper it is printed on as he is out of the game.

[Anonymous]

Anonymous wrote:

Anonymous wrote:I see it as a sliver of hope in an otherwise horrible time. The dark days will end.

People who let unintelligent political derangement affect their investments are doomed to lose money. It may be dark days to you, but that is strictly subjective.

The market is so buoyant because of multiple factors, all weighted by serious people (aka not hysterical knee jerk political reactions against someone you don't like). Corporate earnings are outstanding, the economy is pretty strong, there is an AI boom, and while the Orange Man as sorely tested many things, in each case it showed how resilient and strong and dynamic the American economy is. Even the Iran war shows how strong the American energy independence is relative to the rest of the world and the gap in dependency suffered by even China, which relies on Iranian oil. Same with Europe. In short, it showed that when stuff happens globally, the Americans are the least affected. And even in the new AI revolution, Americans are bounds and leaps ahead of everyone else, we have 4,000 data centers in the US compared to 800 in China, for example.

The market is always forward looking. The investors have evaluated everything and voted with confidence in America's future. It may be strange given Trump's bull in china shop strategy, but we're seeing the china is pretty strong and not breaking. And that is where market confidence is coming from.

While markets always go up and down and there will be down years here and there, the fundamentals are telling me we're going to see another 25 years of major growth. And that is why people are still pouring money into the market. What could change it would be future governments hamstringing American economic dynamism, such as European style regulations and policies. But I don't see that happening unless the Democrats go full Mamdani democratic socialists, and I don't see that happening either.

You should have also said that your thoughts should not be taken as investment advice. You are basically saying that the US will continue to outperform. Nobody knows the answer and many people much smarter than you simply don't agree with what you are saying.

[Anonymous]

Stop 🛑 posting the same thing over and over again. You r agenda is showing!

[Anonymous]

Anonymous wrote:

Anonymous wrote:I mean, it's great and all, but I actually set some cash aside hoping/thinking that the market would help topple the idiot. If you know what I mean. I can't help but think that what's going on right now is only furthering the wealth gap.

it is furthering the wealth gap, but most people don't own stocks and are not reaping the rewards of corporate largesse.

The opposite is true. https://news.gallup.com/poll/266807/percentage-americans-owns-stock.aspx

Most Americans own stocks. Rich Americans own more.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I see it as a sliver of hope in an otherwise horrible time. The dark days will end.

People who let unintelligent political derangement affect their investments are doomed to lose money. It may be dark days to you, but that is strictly subjective.

The market is so buoyant because of multiple factors, all weighted by serious people (aka not hysterical knee jerk political reactions against someone you don't like). Corporate earnings are outstanding, the economy is pretty strong, there is an AI boom, and while the Orange Man as sorely tested many things, in each case it showed how resilient and strong and dynamic the American economy is. Even the Iran war shows how strong the American energy independence is relative to the rest of the world and the gap in dependency suffered by even China, which relies on Iranian oil. Same with Europe. In short, it showed that when stuff happens globally, the Americans are the least affected. And even in the new AI revolution, Americans are bounds and leaps ahead of everyone else, we have 4,000 data centers in the US compared to 800 in China, for example.

The market is always forward looking. The investors have evaluated everything and voted with confidence in America's future. It may be strange given Trump's bull in china shop strategy, but we're seeing the china is pretty strong and not breaking. And that is where market confidence is coming from.

While markets always go up and down and there will be down years here and there, the fundamentals are telling me we're going to see another 25 years of major growth. And that is why people are still pouring money into the market. What could change it would be future governments hamstringing American economic dynamism, such as European style regulations and policies. But I don't see that happening unless the Democrats go full Mamdani democratic socialists, and I don't see that happening either.

You should have also said that your thoughts should not be taken as investment advice. You are basically saying that the US will continue to outperform. Nobody knows the answer and many people much smarter than you simply don't agree with what you are saying.

Interpretation: you're wrong though I can't tell you why but lots of smart people agree with me!!!!

Cool. Gotta believe your narraritive. Meanwhile I will continue to make money betting on America's future because I'm not afflicted with TDS.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I see it as a sliver of hope in an otherwise horrible time. The dark days will end.

People who let unintelligent political derangement affect their investments are doomed to lose money. It may be dark days to you, but that is strictly subjective.

The market is so buoyant because of multiple factors, all weighted by serious people (aka not hysterical knee jerk political reactions against someone you don't like). Corporate earnings are outstanding, the economy is pretty strong, there is an AI boom, and while the Orange Man as sorely tested many things, in each case it showed how resilient and strong and dynamic the American economy is. Even the Iran war shows how strong the American energy independence is relative to the rest of the world and the gap in dependency suffered by even China, which relies on Iranian oil. Same with Europe. In short, it showed that when stuff happens globally, the Americans are the least affected. And even in the new AI revolution, Americans are bounds and leaps ahead of everyone else, we have 4,000 data centers in the US compared to 800 in China, for example.

The market is always forward looking. The investors have evaluated everything and voted with confidence in America's future. It may be strange given Trump's bull in china shop strategy, but we're seeing the china is pretty strong and not breaking. And that is where market confidence is coming from.

While markets always go up and down and there will be down years here and there, the fundamentals are telling me we're going to see another 25 years of major growth. And that is why people are still pouring money into the market. What could change it would be future governments hamstringing American economic dynamism, such as European style regulations and policies. But I don't see that happening unless the Democrats go full Mamdani democratic socialists, and I don't see that happening either.

You should have also said that your thoughts should not be taken as investment advice. You are basically saying that the US will continue to outperform. Nobody knows the answer and many people much smarter than you simply don't agree with what you are saying.

Well these guys have been saying this since Trump has been president. If you listened to them then you would have done irreparable damage to your investment portfolio. Divorce politics from finances. Trump is bad, but guess what, it doesn't matter as it relates to your investments. Betting on the U.S. stock market has been the correct decision through insane periods of turmoil. And what always happens? It goes up.

[Anonymous]

Makes me wish I’d been born sooner so I could invest earlier. I was 22 in 2016

[Anonymous]

Anonymous wrote:

Anonymous wrote:I mean, it's great and all, but I actually set some cash aside hoping/thinking that the market would help topple the idiot. If you know what I mean. I can't help but think that what's going on right now is only furthering the wealth gap.

it is furthering the wealth gap, but most people don't own stocks and are not reaping the rewards of corporate largesse.

A lot of people do have 401ks invested in the stock market, or at least their spouse does.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I mean, it's great and all, but I actually set some cash aside hoping/thinking that the market would help topple the idiot. If you know what I mean. I can't help but think that what's going on right now is only furthering the wealth gap.

it is furthering the wealth gap, but most people don't own stocks and are not reaping the rewards of corporate largesse.

A lot of people do have 401ks invested in the stock market, or at least their spouse does.

Yeah, I am not sure why these posters think they're on the side of the little people when they are wishing financial ill on regular people much less wealthy than they are, all supposedly in the name of being against a greater wealth gap. It makes very little sense.

[Anonymous]

I have also been fortunate to escape TDS. I recently downloaded “the art of spending money“ as a audiobook because I realize I’m going to have more money than I know how to spend. I am practicing being more generous with everyone around me. I’ve been on this journey for about five years and it’s been a wonderful feeling to pay for things that before I would have balked at. We recently hit eight figures in invested assets and our kids are nearly through college.

Those of you with large portfolios nitpicking where your kids go to college it’s just ridiculous. Don’t you want them to have the best experience they can? My children have loved their small private school experience experiences.

[Anonymous]

Jobs report doesn’t seem to support market:

1 Health Care +37,000 Nursing/Residential Care
2 Transportation & Warehousing +30,000 Couriers and Messengers
3 Retail Trade +22,000 Warehouse Clubs/Supercenters
4 Social Assistance +17,000 Individual/Family Services
5 Leisure & Hospitality +14,000 Food Services/Bars
6 Other Services +10,000 Personal/Laundry Services
7 Construction +9,000 Specialty Trade Contractors
8 Prof. & Business Services +7,000 Temporary Help Services
9 Wholesale Trade +6,000 Durable Goods
10 Utilities +2,000

1 Information -13,000 Tech/Motion Picture Cuts
2 Residential Construction -10,400 High Mortgage Rates
3 Federal Government -9,000 Post-Peak Contraction
4 Financial Activities -8,000 Banking/Insurance Shifting
5 Department Stores -7,000 E-commerce Pressure
6 Motion Picture/Sound Rec. -6,000 Industry Restructuring
7 Manufacturing -4,000 Slowing Global Demand
8 Computing Infrastructure -4,000 AI/Automation Efficiency
9 Telecommunications -3,000 Network Maturity/Cuts
10 Electronics/Appliance Retail -2,000 Consumer Spending Shift

[Anonymous]

Anonymous wrote:Jobs report doesn’t seem to support market:

1 Health Care +37,000 Nursing/Residential Care
2 Transportation & Warehousing +30,000 Couriers and Messengers
3 Retail Trade +22,000 Warehouse Clubs/Supercenters
4 Social Assistance +17,000 Individual/Family Services
5 Leisure & Hospitality +14,000 Food Services/Bars
6 Other Services +10,000 Personal/Laundry Services
7 Construction +9,000 Specialty Trade Contractors
8 Prof. & Business Services +7,000 Temporary Help Services
9 Wholesale Trade +6,000 Durable Goods
10 Utilities +2,000

1 Information -13,000 Tech/Motion Picture Cuts
2 Residential Construction -10,400 High Mortgage Rates
3 Federal Government -9,000 Post-Peak Contraction
4 Financial Activities -8,000 Banking/Insurance Shifting
5 Department Stores -7,000 E-commerce Pressure
6 Motion Picture/Sound Rec. -6,000 Industry Restructuring
7 Manufacturing -4,000 Slowing Global Demand
8 Computing Infrastructure -4,000 AI/Automation Efficiency
9 Telecommunications -3,000 Network Maturity/Cuts
10 Electronics/Appliance Retail -2,000 Consumer Spending Shift

Great point!

[Anonymous]

There was a net gain of 115,000 jobs reported today. Unemployment holding steady at 4.3%. Which part is at odds? Inflation is going to eat us alive, but that's going to be priced in, too.

https://finance.yahoo.com/economy/policy/article/strong-jobs-report-to-keep-fed-on-hold-as-war-and-energy-prices-make-inflation-the-bigger-worry-135317700.html