Favorite investments for a market crash

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I keep reading market crash threads here. Not sure if it’s the same poster or not. Maybe trying to make political statements. Op, why don’t you just get out and sit out until you feel comfortable.

What’s wrong with making political statements or are you fine pretending that becoming a fascist police state is normal as long as your investments keep performing? Wake up. Trump has inserted himself in everything from higher education to our economy and he is just getting started. We can all be polite and just pretend that isn’t the case but what would be the point of denying reality?

NP.
So sick of posters like you. This is not a political forum.

Just report to Jeff. I reported one earlier and he deleted it.

Thank you Karen

Yeah sure. Anytime.

[Anonymous]

Anonymous wrote:The top 7 tech companies accounted for about 1/3 of the stock market's growth in the last year.

I think those companies will see some downturn for sure. A lot of money went into AI, and I think it's plateaued in terms of use cases, but also the technology has gotten more efficient = needs fewer chips and hardware to acheive the same results as a year ago.

It’s not just that the Magnificent 7 hold a shocking disproportionate share of the overall value of the stock market. It is that 6 of the 7 are spending the majority of their Capex buying Nvidia chips! Microsoft alone spent 47% of its Capex last year buying Nvidia chips. Capex from 5 of the 7 make up almost 43% of Nvidia’s revenues. And yet those 5 (Tesla, MSFT, Meta, Amazon and Alphabet have yet to make any real return on the billions they have invested in AI. What if AI’s promise just never delivers (it hasn’t yet in terms of revenue generation). The big purchasers are going to have to cut back soon, NVIdIA will crater and the bubble will pop spectacularly. It’s entirely foreseeable at this point. AI sounds like a massive disruptor but the truth is it has yet to generate meaningful revenue for any of the big spenders yet and it’s possible it never will.

[Anonymous]

Anonymous wrote:

Anonymous wrote:The top 7 tech companies accounted for about 1/3 of the stock market's growth in the last year.

I think those companies will see some downturn for sure. A lot of money went into AI, and I think it's plateaued in terms of use cases, but also the technology has gotten more efficient = needs fewer chips and hardware to acheive the same results as a year ago.

It’s not just that the Magnificent 7 hold a shocking disproportionate share of the overall value of the stock market. It is that 6 of the 7 are spending the majority of their Capex buying Nvidia chips! Microsoft alone spent 47% of its Capex last year buying Nvidia chips. Capex from 5 of the 7 make up almost 43% of Nvidia’s revenues. And yet those 5 (Tesla, MSFT, Meta, Amazon and Alphabet have yet to make any real return on the billions they have invested in AI. What if AI’s promise just never delivers (it hasn’t yet in terms of revenue generation). The big purchasers are going to have to cut back soon, NVIdIA will crater and the bubble will pop spectacularly. It’s entirely foreseeable at this point. AI sounds like a massive disruptor but the truth is it has yet to generate meaningful revenue for any of the big spenders yet and it’s possible it never will.

So are you selling off your index funds? Shorting the market? What’s the strategy to head off inflation?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:The top 7 tech companies accounted for about 1/3 of the stock market's growth in the last year.

I think those companies will see some downturn for sure. A lot of money went into AI, and I think it's plateaued in terms of use cases, but also the technology has gotten more efficient = needs fewer chips and hardware to acheive the same results as a year ago.

It’s not just that the Magnificent 7 hold a shocking disproportionate share of the overall value of the stock market. It is that 6 of the 7 are spending the majority of their Capex buying Nvidia chips! Microsoft alone spent 47% of its Capex last year buying Nvidia chips. Capex from 5 of the 7 make up almost 43% of Nvidia’s revenues. And yet those 5 (Tesla, MSFT, Meta, Amazon and Alphabet have yet to make any real return on the billions they have invested in AI. What if AI’s promise just never delivers (it hasn’t yet in terms of revenue generation). The big purchasers are going to have to cut back soon, NVIdIA will crater and the bubble will pop spectacularly. It’s entirely foreseeable at this point. AI sounds like a massive disruptor but the truth is it has yet to generate meaningful revenue for any of the big spenders yet and it’s possible it never will.

So are you selling off your index funds? Shorting the market? What’s the strategy to head off inflation?

Iaui.

[Anonymous]

Coal, power companies, and natural gas. When the economy tanks the tech sector will continue their AI uber alles. Everyone will continue to pay energy bills for the tech sector as sure as the sun rises in the east.

[Anonymous]

Anonymous wrote:Coal, power companies, and natural gas. When the economy tanks the tech sector will continue their AI uber alles. Everyone will continue to pay energy bills for the tech sector as sure as the sun rises in the east.

Thanks. Do you have any recommended ETFs with low fees that capture those sectors? If not, I’ll ask Grok, lol.

[Anonymous]

inverse floaters

[Anonymous]

Derp derp so MaNy PaNicANs n bEaRs in hERe wiTh tdS!!!!! tha inflation numbers today don’t mean nothin!!! It’s okay inflation is rising. Anyone concerned has tds!!! It’s not the tariffs doing this! Or adding 5 trillion the 37 trillion deficit! the market will never crash, but if it does, it’s all TDS.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Thanks a lot. I spent a lot of time rebuking the guy who always complains about TDS on here. TLDR stagflation is coming. Unemployment/ then the money printer. All along the way gold keeps rising. In three years stocks will have plummeted. Please don’t delete this post.

We didn’t delete the posts from April of this year when everyone was selling off their positions and predicting the second Great Depression when the S&P went below 5,000. We’re up 30% since then as we just crossed 6,500 (yet another record high).

You and all the current doomsayers were likely the ones that pulled out of the market then, lost a ton of money, and are now just trying to justify those decisions.

Anyone saying this stuff now was saying the same thing in April.

Trump's goal is to crash the economy if you can not see it that is on you.

The market is over inflated it will crash by January. Simple Econ 101 tells you that. MAGA can not even add for god's sake. 1500% 1400% coming from the dummy in the oval office sure you want to let that shit have your money go ahead the rest of us know what is happening here.

Unemployment is rising, benefits will be gone, there is no more CDC so illness is now going to crush insurance with Project 2025 pushing fast MAGA are complete and utter idiots. I can not wait for their families to be crushed by Trump's so called policies.

Children are going to die, the great depression is coming with military rule, there will be no freedoms and you all are worried about your 401ks...... That will be the least of your worries after 2026 and there is no election. Trump's never leaving.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I keep reading market crash threads here. Not sure if it’s the same poster or not. Maybe trying to make political statements. Op, why don’t you just get out and sit out until you feel comfortable.

What’s wrong with making political statements or are you fine pretending that becoming a fascist police state is normal as long as your investments keep performing? Wake up. Trump has inserted himself in everything from higher education to our economy and he is just getting started. We can all be polite and just pretend that isn’t the case but what would be the point of denying reality?

NP.
So sick of posters like you. This is not a political forum.

Everything financial is political: spending, market, taxes, housing, healthcare. What a weird statement.

Stock market performance has been pretty apolitical over the long term. For example, Trump averaged 14% annual return in his first four years in office. Performance was great under Biden as well. Both had periods of fairly large downturns, but the market rebounded to new highs shortly thereafter under both presidents.

Trump’s politics were different then. The market is beholden to policy decisions.

[Anonymous]

Gold, energy, consumer staples and similar defensive plays are the real play here. Bitcoin seems to continues to follow the stock market and falls when it falls.

[Anonymous]

GDE.

[Anonymous]

As dumb as he is, I really disagree that Trump wants to crash the stock market. I think he really cares about its performance because it is such a visible, easy thing for him to point to. He likes big dumb “wins.” As we know, the stock market is not the broader economy.

The things people say on here are really deranged. I think perhaps as deranged as those on the far right. Granted - I think your hearts are in the right place as opposed to the far right.

I just hope you’re not actually acting on your feeelings as it relates to your investments because you’ll get burned. Actually you probably already have been burned because you were all freaking out in April as well and it’s likely the same people freaking out now.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Thanks a lot. I spent a lot of time rebuking the guy who always complains about TDS on here. TLDR stagflation is coming. Unemployment/ then the money printer. All along the way gold keeps rising. In three years stocks will have plummeted. Please don’t delete this post.

We didn’t delete the posts from April of this year when everyone was selling off their positions and predicting the second Great Depression when the S&P went below 5,000. We’re up 30% since then as we just crossed 6,500 (yet another record high).

You and all the current doomsayers were likely the ones that pulled out of the market then, lost a ton of money, and are now just trying to justify those decisions.

Anyone saying this stuff now was saying the same thing in April.

Trump's goal is to crash the economy if you can not see it that is on you.

The market is over inflated it will crash by January. Simple Econ 101 tells you that. MAGA can not even add for god's sake. 1500% 1400% coming from the dummy in the oval office sure you want to let that shit have your money go ahead the rest of us know what is happening here.

Unemployment is rising, benefits will be gone, there is no more CDC so illness is now going to crush insurance with Project 2025 pushing fast MAGA are complete and utter idiots. I can not wait for their families to be crushed by Trump's so called policies.

Children are going to die, the great depression is coming with military rule, there will be no freedoms and you all are worried about your 401ks...... That will be the least of your worries after 2026 and there is no election. Trump's never leaving.

The sky’s falling!! Blabbering fool.

[Anonymous]

I’m leaving my IRA in 80% international stocks and 20% domestic stocks for the long term. I fully expect a market crash soon from tariffs however.

In my taxable, which is the gambling account, I’m buying GDE and IAUM and once the crash comes buying SPMO.

I don’t understand how people can’t see the crash coming. Read the tea leaves. Gold is rising up. The dollar is devaluing. Inflation, which isn’t even being properly reported, is rising. We are going to turn on the money printer as soon as Trump allows it. Once Powell is out all bets are off one people trusting our stock market. Everything is going to over heat and crash.