Recent content by KB

  1. Discussion ***Official*** 2024 Stock Market Thread 💰

    A lot of broad market funds aren't as broad as they claim. Some contain large amounts of big tech like apple or nvidia, so if those go down hard, the whole fund does. I don't know which stock was down, but you can check the holdings on the fund on their website.
  2. Discussion ***Official*** 2024 Stock Market Thread 💰

    Tesla is actually increasing the number of cars it makes and sells and doing a fairly good job of it. The big rise comes from the fact that he is cozy with trump and will likely get trump to make policies that benefit Tesla, like cancelling rebates for other electric vehicles, adding tariffs etc.
  3. Discussion ***Official*** 2024 Stock Market Thread 💰

    We are seeing a lot of gains in small and mid cap. I have VB, MDY and IJH which are growing well. The consensus is that since large cap has largely outperformed, its small and mids turn. Also its believed that the Trump administration will allow more M&A in this space. M&A is usually big...
  4. Discussion ***Official*** 2024 Stock Market Thread 💰

    How are you positioning your portfolio for the US debt apocalypse? We borrow over $1 trillion a year just to pay off the interest on our debt and neither candidate shows signs of caring. Buy bitcoin, gold?
  5. Discussion ***Official*** 2024 Stock Market Thread 💰

    The clear direction is up. Baring bad news the markets due tend to go up, as buybacks, 401ks and regular buys keep the markets moving up.
  6. Discussion ***Official*** 2024 Stock Market Thread 💰

    Amazes me that 122% revenue growth isn't enough. I guess the thought is that AI will calm down and demand will go down so nobody wants to bet on revenue growth like this forever.
  7. Discussion ***Official*** 2024 Stock Market Thread 💰

    People typically try to price a stock and thus its market cap, based on financial analysis, by using things like PE, PEG Ratio https://www.nasdaq.com/market-activity/stocks/nvda/price-earnings-peg-ratios Compare to Apple...
  8. Discussion ***Official*** 2024 Stock Market Thread 💰

    "Keith Gill is a former financial analyst" https://www.investopedia.com/keith-gill-roaring-kitty-8303143 He wasn't an average stock guy. He was a youtuber who convinced tons of followers to jump off a cliff and milked them as they did, doing the old pump and dump. "He went on to invest...
  9. Discussion ***Official*** 2024 Stock Market Thread 💰

    I thought the reddit crowd didn't have any money since they stop giving out covid handouts? Where did this influx come from? Oh well, time for the late-comers to lose money again.
  10. Discussion ***Official*** 2024 Stock Market Thread 💰

    It was $160 at its peak.. wow. I guess the lesson was never hold memes stocks for long. There is one thing I have learned, its that Americans love to buy exercise equipment, but they hate to exercise.
  11. Discussion ***Official*** 2024 Stock Market Thread 💰

    I never had any stock, but Chipotle has been a big winner for some. The 20 year return is 7200% and I think a big part of that is because their food being dramatically overpriced. Beans, rice and tortillas are dirt cheap and rarely jump in price. I mentioned CAVA I think last year around $40...
  12. Discussion ***Official*** 2024 Stock Market Thread 💰

    I like when the VIX jumps. Means more dividends from JEPI and JEPQ.
  13. 60 Minutes story tonight (2/3 of the hour) on spate of mysterious attacks beginning in 2016 on US officials and staff

    Still not enough evidence for me. I put more merit on this article "New studies by the National Institutes of Health failed to find evidence of brain injury in scans or blood markers of the diplomats and spies who suffered symptoms of Havana syndrome, bolstering the conclusions of U.S...
  14. Discussion ***Official*** 2024 Stock Market Thread 💰

    Doubt it: It’s commonly thought that monetary policy works with “long and variable lags” …There was an old literature that made those lags out to be fairly long. There’s newer literature that says that they’re shorter. The truth is, we don’t have a lot of data…. It’s highly uncertain – highly...
  15. Discussion ***Official*** 2024 Stock Market Thread 💰

    I had the same thought. Thanks to the stock market going up, people will feel more wealthy and will spend more and prices rise. In fact we have had record retirements as retirees feel they have enough saved. If the market crashes they may feel they need to go back to work. But I also thought...
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