Brett
Guest
Yet another all time high (with dividends !)
https://www.cnbc.com/2025/10/07/sp-500-where-to-invest-in-case-of-a-pullback.html
https://www.cnbc.com/2025/10/07/sp-500-where-to-invest-in-case-of-a-pullback.html
Yet another all time high (with dividends !)
View attachment 116823
https://www.cnbc.com/2025/10/07/sp-500-where-to-invest-in-case-of-a-pullback.html
Take a look at the earnings. Earnings are still doing very well, and that is a big portion of what is driving the market now. I would be leery betting against a market when earnings are this good.I keep reading that things are about to crash but contrary opinions make me think that it will be a rally up because of the monetary ideas in play.
Take a look at the earnings. Earnings are still doing very well, and that is a big portion of what is driving the market now. I would be leery betting against a market when earnings are this good.
Kurt
Interesting is the idea of the $2,000 stimulus check to all taxpayers, given because the tariffs seem to be working. This could rocket the economy in the USA. I think there is around 160 million taxpayers so maybe around $320 billion of stimulus.
Bill
Interesting is the idea of the $2,000 stimulus check to all taxpayers, given because the tariffs seem to be working. This could rocket the economy in the USA. I think there is around 160 million taxpayers so maybe around $320 billion of stimulus.
Bill
since ChatGPT launched in Nov2022, AI related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth .Take a look at the earnings.
I don't know of any serious investors that use the DJIA as a market barometer. Pretty much SPY, QQQ and IWM.since ChatGPT launched in Nov2022, AI related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth .
AI-related DCs are eclipsing office construction spending and pushing electricity prices MUCH higher for everybody in some parts of the USA.
But people still use the DJIA to measure the "stock mkt". Yeah. That.
I haven't seen any increases on anything I buy.Funny…taxpayers could use the $2000 stimulus to pay the increased prices due to the tariffs!![]()
The last time I saw outrageous inflation was during the inflation reduction act in 2022.I haven't seen any increases on anything I buy.
Just got back from Costco - ribeye steaks were up $4 a pound.I haven't seen any increases on anything I buy.
Texas has a state agency bullion depository which is also open to for public storage.Uh oh. "easyrider" Bill now thinks the economy will "rocket". Stocks soar
Yep, it might be time to start shorting stocks and get "inverse equity ETF's". And hire even more guards to protect my basement gold hoard
Funny…taxpayers could use the $2000 stimulus to pay the increased prices due to the tariffs!![]()
Funny…taxpayers could use the $2000 stimulus to pay the increased prices due to the tariffs!![]()
OK ... but I think those potential tariff rebate "stimulus" checks will go to ................
View attachment 116843
Gold just broke $4,000.
Yet another all time high (with dividends !)
View attachment 116823
https://www.cnbc.com/2025/10/07/sp-500-where-to-invest-in-case-of-a-pullback.html
Is it "shoeshine boy" time?
Is it "shoeshine boy" time?
not in my opinion. The point of the shoeshine story was that you have uninformed people with no money on the line feeling like they can make recommendations to informed people with money on the line.Is it "shoeshine boy" time?
Okay, Brett, lets look at a 5 year timeline comparison:
5 Year performance
GOLD UP 165.56%
SILVER UP 181.47%
S&P UP 106.89%
DOW UP 60.87%
With the ballooning debt levels of most countries, central banks are going to keep buying gold and dumping fiat currencies. Until national governments get serious about their debt, that trend is just going to keep continuing. Gold and silver are the only currencies without counterparty risks. Now many governments, including ours are stockpiling silver as a critical strategic mineral due to its industrial and military uses. Only one central bank currently holds silver as monetary reserves, but that could change too as gold gets more expensive.
And the first three of the "defensive assets" contained on that chart that you repetitively post (HINT: once is enough ) are all denominated in declining fiat currencies, and therefore not very defensive at all. A friend of mine who works in currency trading for a hedge fund describes the US dollar as "the least sick horse in line at the glue factory" but sick nonetheless. The only currencies left that have good fundamentals are those of smaller countries with low debt like the Swiss franc and Norwegian kronor. Another big flaw is that it omits direct ownership of rental real estate, which is both an income producer, and as a hard asset, also a defensive asset. The only real estate related items on the chart are REITs, a financial product.