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Eventually, the humans who do not have jobs or are replaced by AI will not be able to spend to buy subscription videos games, shoes, clothes, big cars, and so on. As people cut back more and more on spending, the stock market will be affected.
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| The USA manufacturing is hitting a resurgence where companies are beginning to perform on-shoring to save on tariffs and to take advantage of federal investments. Apple, Nvidia, Anheuser-Busch, etc. are pledging and planning on investing in USA billions of dollars in the next few years. |
This and if you only watch or read left wing media you aren’t hearing this. |
| Sounds like you only focusing the negatives. |
Sort of. But other currencies have value because people widely accept them as payment for real goods and services. You can’t buy much of any with crypto (yes I know there are a few companies that do accept it but they are the exception). |
Is this reality? Or is this a rosy projection based on your own sentiment? |
In reality, US manufacturing is in down. https://www.reuters.com/world/us/us-manufacturing-extends-slump-factory-employment-lowest-5-years-2025-08-01/ |
You’re generous. I’d say it was a fever dream. |
| The markets are merely holding true to form, always rising over the long term due to a supportive economic policy environment in this country which generally encourages investment and innovation, allowing companies to grow and reward shareholders. The S&P 500 has averaged an over 10% return since 1957, but any individual year during that period may have seen a bull or a bear market. So, returns are not smooth or predictable over shorter periods of time, but in the long term have historically risen. New market highs are a regular, if unpredictable, feature of long-term investing, and that's what is happening now. That means market timing is risky, but investing steadily and consistently, as with dollar-cost-averaging, produces gains over time no matter what the markets do in the shorter term. |
Exactly. It’s so funny that the absolute simplest path and the one with the most historical data supporting it be the best path is controversial here. People want to try all these crazy strategies based on political feelings when all you have to do is set up a monthly S&P 500 index fund investment and forget about it. |
Apple already was planning on it, and it’s just investment in data centers for domestic support of their services. This won’t translate into many jobs, these parents manufacturing jobs by and large (maybe the beer will be) |
Because this is not happening. Manufacturing is way down and the manufacturers can not fill the jobs after layoffs. Sorry loser you have been lied to again. Oh and let’s blow your little mind. Manufacturing sector in the US is 10% service sector is 77%. You people are so f’ing stupid. |
No one is building factories is the US. Construction starts have been near zero for 6 months. Remember EV and Batteries plants were moved to the US under Biden. This was 25 billion in real tangible investments - building plants, 200,000 manufacturing jobs, etc. That is all gone now. They are shutting down new factories and stopping construction on others. 37 manufacturing plants 32 in red state, gone. |
https://fortune.com/2025/08/11/sp-500-correction-bubble-markets-inflation-stagflation-recession-stifel/
https://www.barrons.com/articles/stocks-stagflation-rally-bannister-3704388b |
| How about the expression, "the markets climbs a wall of worry". Lost of concerns out there today and no one mentioned the earnings season. Earnings are up for many firms, and the ones who had poor results were sold off. That is a healthy market reaction. Good results are rewarded and poor results are sold. AI is helping firms become more efficient, another plus. Buy quality firms and hold them, sometimes for very long times. |