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