WELL....many if not most of us on here are already there....if we can hold on to year end. Why Stocks Could Gain 20% In 2025 https://www.carsongroup.com/insights/blog/why-stocks-could-gain-20-in-2025/
A nice little article here in addition to the charts. The areas of focus: Market Cap of the Largest US Companies A Three-Year Bull Run Stretched Valuations Overconcentration in Tech Tech Stock Contribution to Market Returns As Nvidia Crosses $5 Trillion, 5 Charts on the Unstoppable Tech Rally Demand for AI has catapulted tech stocks into the stratosphere. https://www.morningstar.com/markets/nvidia-crosses-5-trillion-5-charts-unstoppable-tech-rally A very current analysis with what the markets have done this week.
After MASSIVE gains the first three days this week....it is perfectly understandable that the markets are pausing today. It is however.....simply DUMB....that some great earnings like MSFT have been discarded and disrespected by the markets. It is a mixed market today with the DOW green and the other averages inordinately RED. Part of the problem......the MORONIC.....comments by Powell yesterday at the FED rate cut announcement. Leave it to POWELL and the FED to trash the markets and the "feelings" of investors every chance they get. After the remarks yesterday...it is totally up in the air whether there will be a rate cut in December. To continue with POWELL.....you dont create a good economy by continuously being DOUR and NEGATIVE. LEADERS lead and create success by INSPIRING those around them....not by NEGATIVITY. it will be so nice to BE DONE with this IDIOT as head of the FED....in about 6 months. Powell challenges the market's idea of a Fed on autopilot https://finance.yahoo.com/news/powe...ets-idea-of-a-fed-on-autopilot-100051894.html We have had a nice little time over the last 2-3 weeks where the CONSTANTLY NEGATIVE MEDIA....was absent. It was so nice. Hopefully it will continue.
I was just too busy to follow some of the previous earnings that came out the other day. Briefly catching up, it appears most did fine. A few weird ones....MSFT apparently someone didn't care too much for theirs for some reason. META getting taken to the woodshed after their report. And W will be glad he got out of CMG. They are also getting walloped out back as well. Something to do with "young people can't afford to eat there" and expecting a rough future as a result.
So....do I regret selling my little....training-wheels position in Chipotle? NOPE....they did not make the cut to get to be a normal position for the long term during their probationary period in my portfolio. Chipotle stock craters as company says young people without jobs can't afford their food anymore https://finance.yahoo.com/news/chip...cant-afford-their-food-anymore-155415667.html Ok....might be true.....or perhaps young people are now worn out by food-dictators telling them what and how they have to eat.....and they are moving on and expanding how and what they want to eat. How about a nice pizza or a burger....or some other comfort food......and NO...not some over priced $25 artisanal burger......a good old fashioned hole in the wall burger.
Yeah, he apparently threw cold water on another cut in December....saying it was "Far from certain." In addition, I think there were one or two that didn't even want a cut on this one, but to hold. Some division within their little FOMC and it just sent everyone into freak out mode...LOL
Looks like October was a pretty good month.......obviously. AI boom drives trillion-dollar tech valuations and record bets on chipmakers https://finance.yahoo.com/news/ai-boom-drives-trillion-dollar-140839736.html
Yes Smokie....in reality NO ONE cares about the FED or POWELL. If the obsessive media did not constantly push the FED BS on us....no one would care.
What an article and a great way to send your company stock in a nose dive. But, hey maybe they are being upfront about it....or as mentioned....maybe it's just not that great for the price either. Seems kind of a weak excuse for something else to me.
It almost seems if many are almost waiting for "the other shoe to drop" mentality. So, the first little headline, or speck on an earnings report, or other issue...."this must be it." It is almost if "we" are trying to talk ourselves into the old.....it's too good to be true type of deal. I just get that kind of vibe from some of it at the moment.
HERE is the markets today: S&P 500 is dragged down by Meta and Microsoft, but Dow gains as investors rotate out of tech https://www.cnbc.com/2025/10/29/stock-market-today-live-updates.html For some reason META is a regular media darling. I have never been a fan of that company. At least they have moved on from the MORONIC.....cartoon world.....Meta-Verse. They throw money around like maniacs and often have little to nothing to show for it. NOW....MSFT...totally different story. I LOVE that they are investing their massive cash HOARD in capital assets and projects for the future. That is what companies are supposed to do when they have free cash.....NOT....ridiculous stock buy backs. MSFT is investing in the future....NOW. As a shareholder I LOVE what they are doing. Lately I see many articles criticizing companies for capital investment.....WTF. We are at the start of an AI revolution. Much of this will require huge capital spending by dominant companies to keep their positions and market share. I see this as exactly what we saw with arrogant IBM and the younger tech companies back in the late 1980's and 1990's. You HAVE TO.......(smartly).....spend money to make money.
YES...agree....that is kind of a weird back-handed slap at your customers by Chipotle. BLAME the customer...for your business failures. AND in the future....they will be lamenting that their customers have moved elsewhere.
The other....obvious...news today. US, China declare truce as Trump says he had 'amazing meeting' with Xi https://finance.yahoo.com/news/live...he-had-amazing-meeting-with-xi-162418649.html
I ignored this story a few days ago....BUT...it is a HUGE step in the right direction. We need to make sure our critical businesses are making their products here and in other countries where we are free from Chinese threats and blackmail. Jensen Huang says Nvidia’s AI chips are now being manufactured in Arizona https://www.cnbc.com/2025/10/28/nvidia-jensen-huang-gtc-washington-dc-ai.html
ENOUGH hindsight talk....lets look forward with POSITIVITY. Looking forward to the AMZN and AAPL earnings after the bell today. Yes..... probably more big cap-ex guidance. But these companies have massive hoards of cash sitting around doing nothing. It is really FUNNY when you see writers in the media....LAMENTING and CRYING...about where are the results from all the AI investments? What has it been for most of this investment....6 months.....a year...at most 1.5 years? These are....FIVE TO TEN...year investments.
LOL.....I see a headline today that....tech is down as....."Investors rotate out of tech". REALLY? In a single day? Any rotation....if it is even happening....is simply SPECULATORS and short term TRADERS. it is NOT....INVESTORS. This is what passes for news and journalism today...even in the financial media. Way too much....LOOSE use of language and analysis. See post above with this headline: S&P 500 is dragged down by Meta and Microsoft, but Dow gains as investors rotate out of tech https://www.cnbc.com/2025/10/29/stock-market-today-live-updates.html
I have a MILD loss today with four stocks GREEN and four RED. For me.....COST, HD, GOOGL, and AAPL are GREEN. NVDA, PLTR, MSFT, and AMZN are RED. Kind of a BORING day so far. I dont have a reason....but simply a "feeling"..... that there might be some positive movement in the markets as the day progresses and the sellers, speculators, and traders that are impacting the early day......tire out and move on. NOT that I am expecting a positive close....simply a reduction of the MILD losses.
I had the same class here around 1990....funny! I have a degree in industrial engineering, it is my basic formation, by the way (and it is what I have been doing all my life, plant management). I was checking the books they follow today....basicly the same. Some things simply dont change. Math.
WELL SAID.....RG. What is investing like in your corner of the EU? Are most people afraid to invest in stocks and funds? I assume most people still have a pension....is this right?
So true.....and....it is not simply investors.....it is also the media....big time.....in terms of what and how they report and the "opinion" content that they put out as "news" every day. It’s better to be rich than right https://www.cnn.com/2025/10/30/business/tesla-meme-stock-nightcap "In short: Wall Street, writ large, has put business fundamentals in a corner and has settled into a kind of cynical vibe-trading in which the goal is always “number go up."
