Market feels very overvalued--go to cash for a while?

[Anonymous]

Anonymous wrote:

Anonymous wrote:Everyone here can get fked. I’m holding crypto for a few more months, but slowly moving into gold ETFs. We will see some stock market euphoria for a little longer, but then market will get spooked and crash hard for years. It’s so obvious.

You have absolutely no idea what you are talking about.

Yes, I do.

Previous metals and gold are flying upward for over a year. Crypto is in a bull cycle at this moment, however bitcoin dominance is slowly retreating to alt season where things like ether and Solana will do better for a while. We will soon cut rates most likely and there will also be quantitative easing on the horizon which will cause market euphoria for a while. It will be glorious, but I am getting out most likely in mid 2026 and moving to more defensive position like low volatile funds, or 10% in gold ETFs, or consumer staples and energy ETFs.

I think it’s you who have no fking clue what’s coming.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Financial analysts all claim messing with the Fed will tank the market yet Trump firing one of them barely even phases the market. Now's the time to hustle Boomers into buying your gold and crypto.

So i take it you’re not at all concerned with the independence of the Fed. lol. Let’s see how that goes. I’m sure international investors will be pleased. Also, gold is up like 75% this year, so yeah, it’s not a bad time to buy gold ETFs. Especially once we start the money printing press to add to the 37 trillion in debt we have.

“It’s a bold move, cotton! Let’s see if it pays off for them!”

Also the PP doesn’t seem to know that the Fed governor hasn’t actually been fired until Jerome Powell does so, which he has not and there is still potential for SCOTUS to intervene. The markets are holding judgment until they see what transpires, but they are familiar with cases like Turkiye where leaders mess with central bank independence and you end up with 80 pct inflation.

At some point, they’ll decide that the environment here is just too chaotic/unprofessional and both the bond markets and stock markets will have a very rough period.

Wow, you're making fun of that PP but then say that SCOTUS will intervene? What are you smoking?

This will be decided by the courts, and despite its commitment to central bank independence, the Fed made a statement that they will abide by the court’s decisions. What SCOTUS will do, I have no idea.

LOL. If you don’t know what SCOTUS will do you clearly haven’t been paying attention.

Ugh, if you haven’t been watching, not really sure if Supreme Court rulings are being adhered to closely at this point anyway, soooo.

Don't worry, Johnny Balls and Strikes Roberts is gonna find a royal decree from 1538 Nottinghamshire which shows the KING has the power to set interest rates.

[Anonymous]

Anonymous wrote:

Anonymous wrote:I’m so glad i’m
it an emotional investor! I’ve put 25% of every single net dollar that has come through my hands into a taxable account since I first started working out of college in 2000. There have been many changes in the last 25 years but never once did I pull my money and have always kept the course. My growth has now outpaced my wage slave income. This alleged “correction” that your emotions have predicted should be irrelevant. Are you young? Is this your first market feeling you’ve struggled with?

I believe we are headed for a Great Depression style era soon. Or a heavy heavy recession. The last time we had tariffs like this was a precursor to the Great Depression. We are also 37 trillion in debt. Now we are talking about firing Fed chiefs for random reasons? Yeah, dude, not super bullish in general. I know we will soon turn on the money printer and lower rates, but holy fk are we in for a correction sooner than later. Tariffs and unemployment…this could be protracted and long when it occurs.

Totally agree with your points, but Smoot Hawley was passed in June 1930 as a horrible response to try and "save" the economy that had already entered the Great Depression in October 1929. It absolutely made the Depression worse and longer, and spread it all around the world.

https://en.wikipedia.org/wiki/Smoot%E2%80%93Hawley_Tariff_Act

[Anonymous]

Also, tariff effects are just starting. Have you noted how much sht costs at like Autozone these days? You don’t think that’s not translating into reduced profits and layoffs? Pay attention.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I’m so glad i’m
it an emotional investor! I’ve put 25% of every single net dollar that has come through my hands into a taxable account since I first started working out of college in 2000. There have been many changes in the last 25 years but never once did I pull my money and have always kept the course. My growth has now outpaced my wage slave income. This alleged “correction” that your emotions have predicted should be irrelevant. Are you young? Is this your first market feeling you’ve struggled with?

I believe we are headed for a Great Depression style era soon. Or a heavy heavy recession. The last time we had tariffs like this was a precursor to the Great Depression. We are also 37 trillion in debt. Now we are talking about firing Fed chiefs for random reasons? Yeah, dude, not super bullish in general. I know we will soon turn on the money printer and lower rates, but holy fk are we in for a correction sooner than later. Tariffs and unemployment…this could be protracted and long when it occurs.

Totally agree with your points, but Smoot Hawley was passed in June 1930 as a horrible response to try and "save" the economy that had already entered the Great Depression in October 1929. It absolutely made the Depression worse and longer, and spread it all around the world.

https://en.wikipedia.org/wiki/Smoot%E2%80%93Hawley_Tariff_Act

And yeah history rhymes/repeats.

"In May 1930, a petition was signed by 1,028 economists in the United States asking President Hoover to veto the legislation."

https://reason.com/2025/04/18/150-economists-sign-letter-opposing-trumps-protectionist-agenda/

[Anonymous]

The sad part is new supply chains are being developed worldwide at this point. This whole concept to never bet against Us stocks like Buffet said, i still believe it generally, but wtf, the world is just going to start trading more with each other when we implement erratic or unknowable trade policy. International
Stocks are having their day in the sun right now because of this kind of thing. Will that continue.

[Anonymous]

Anonymous wrote:The sad part is new supply chains are being developed worldwide at this point. This whole concept to never bet against Us stocks like Buffet said, i still believe it generally, but wtf, the world is just going to start trading more with each other when we implement erratic or unknowable trade policy. International
Stocks are having their day in the sun right now because of this kind of thing. Will that continue.

Yes and the move away from the dollar as reserve currency will speed up, meaning we will have less control over interest rates and generally see higher borrowing costs.

[Anonymous]

Anonymous wrote:https://www.reuters.com/business/aerospace-defense/trump-administration-mulls-taking-stakes-defense-firms-including-lockheed-martin-2025-08-26/

MAGA nationalizing more industries at Dear Leader's behest. Wall Street keeps cheering on the central command economy. Good luck keeping your crypto, the biggest fans of fiat crypto are communist countries since the blockchain lets the government track every transaction and deny funds to undesirables like market capitalists.

This is scary. Also said today taking over Amtrak.

[Anonymous]

Anonymous wrote:I’m so glad i’m
it an emotional investor! I’ve put 25% of every single net dollar that has come through my hands into a taxable account since I first started working out of college in 2000. There have been many changes in the last 25 years but never once did I pull my money and have always kept the course. My growth has now outpaced my wage slave income. This alleged “correction” that your emotions have predicted should be irrelevant. Are you young? Is this your first market feeling you’ve struggled with?

If you can’t see the difference between the last 25 years and the market manipulation now by an oligarchy in 2025…

[Anonymous]

Anonymous wrote:

Anonymous wrote:https://www.reuters.com/business/aerospace-defense/trump-administration-mulls-taking-stakes-defense-firms-including-lockheed-martin-2025-08-26/

MAGA nationalizing more industries at Dear Leader's behest. Wall Street keeps cheering on the central command economy. Good luck keeping your crypto, the biggest fans of fiat crypto are communist countries since the blockchain lets the government track every transaction and deny funds to undesirables like market capitalists.

This is scary. Also said today taking over Amtrak.

Trump Shuttle 2.0! Hopefully will last more than 3 years.

[Anonymous]

These clowns attempting to time the market are about as dumb as MAGA maggots.

[Anonymous]

Anonymous wrote:These clowns attempting to time the market are about as dumb as MAGA maggots.

Okay, militant Jack Bogle. We’ll stop talking about our market positions and opinions because you don’t like them.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Everyone here can get fked. I’m holding crypto for a few more months, but slowly moving into gold ETFs. We will see some stock market euphoria for a little longer, but then market will get spooked and crash hard for years. It’s so obvious.

You have absolutely no idea what you are talking about.

Yes, I do.

Previous metals and gold are flying upward for over a year. Crypto is in a bull cycle at this moment, however bitcoin dominance is slowly retreating to alt season where things like ether and Solana will do better for a while. We will soon cut rates most likely and there will also be quantitative easing on the horizon which will cause market euphoria for a while. It will be glorious, but I am getting out most likely in mid 2026 and moving to more defensive position like low volatile funds, or 10% in gold ETFs, or consumer staples and energy ETFs.

I think it’s you who have no fking clue what’s coming.

Sorry. I’ll stick with dollar cost averaging into the S&P500 over the long term. It’s worked forever and will continue to work. Of course we’ll get some sort of correction. And then it will go back up to a new high at some point thereafter.

You have no idea when to get in and out and there’s no way your strategy beats mine over the long run because the individual days where the market runs up 2-3% are impossible to predict and are of enormous importance in portfolio performance over the long term. Miss out and you’re screwed.

People in here again letting emotional political feelings cloud judgment on the stability of the market in the face of overwhelming evidence against them. Just so dumb.

[Anonymous]

Anonymous wrote:

Anonymous wrote:These clowns attempting to time the market are about as dumb as MAGA maggots.

Okay, militant Jack Bogle. We’ll stop talking about our market positions and opinions because you don’t like them.

I do not see how never taking your money out is a strategy at all. Do you win buy dying with stocks?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:These clowns attempting to time the market are about as dumb as MAGA maggots.

Okay, militant Jack Bogle. We’ll stop talking about our market positions and opinions because you don’t like them.

I do not see how never taking your money out is a strategy at all. Do you win buy dying with stocks?

It just means you don’t buy and sell on whims and day to day political entanglements while you are in the accumulation stage. Of course the makeup of your portfolio may gradually shift as you get closer to retirement and you start using your portfolio to maintain your lifestyle in retirement.