I just scanned this thread. I apologize if this has been covered. How come nobody is talking about the brilliant job being done to cut China off from their discounted petroleum from Venezuela and Iran? They just took an 8% hit in energy cost now they will be forced to buy it at market. Russia can save them, long term, but Russia is kind of infrastructure light, right now. A level energy playing field is a big deal, IMO. Kudos to the current administration.
Well it is a waste of time to follow the markets today. We are under the influence of a MINI-BLACK-SWAN......the price of oil. Of course the media is in full on fear mongering.....panic....mode. At the same time the world is awash in oil. We are totally energy self-sufficient. The current market is simply something that has to be ENDURED....for a short while. As usual a MASSIVE buying opportunity for long term investors. AND.....the benefit for the USA.....the oil situation will HAMMER our world enemies.....CHINA and RUSSIA. BUMMER.....for them. I have ZERO concerns for the oil situation at all. SO.....I am not going to waste a lot of time posting about it......today or over the next weeks.
AMEN....totally agree. The Fed Isn’t Independent, It Never Was, And It Doesn’t Matter https://www.forbes.com/sites/johnta...ral-reserve-is-not-independent-and-never-was/
Bottom line: "At this point you need to model human behavior more than numbers to guess what happens next." "Investors don’t care about fundamentals right now, they care about optics. And the optics are bad." Why is Private Equity Crashing? https://awealthofcommonsense.com/2026/03/why-is-private-equity-crashing/ Most of this article focuses on the current BOGGY-MAN of the month.....Private Credit.
I like this little article. The Global Economy Is Well Oiled Defying gloom, the world economy is in a credit upswing. https://www.fisherinvestments.com/en-us/insights/market-commentary/the-global-economy-is-well-oiled "Around the world, credit markets are humming. That highlights how, looking ahead, growth likely extends, which undercuts so many worries we see swirling endlessly through the press. And with reality set to continue overtaking expectations, we remain bullish."
DUH......here is the current SHORT TERM MEDIA.....panic. Dow futures tumble 500 points as oil tops $100 a barrel, raising stagflation fear https://www.cnbc.com/2026/03/08/stock-market-today-live-updates.html My take.....RIDICULOUS.....but expected.
ALSO....as expected. Treasury yields climb higher as investors monitor Iran war and soaring oil price https://www.cnbc.com/2026/03/09/us-...s-monitor-iran-war-and-soaring-oil-price.html
Bottom line......we are in the midst of a...... HUGE BUYING OPPORTUNITY....over the next month or two for long term investors. Of course you have to pick what you buy with REASON and RATIONALITY.
LOL....that is pretty much it for me today....even though the markets have not opened yet. I dont see anything of any interest that is going to happen today. Yes........YAWN and LOL.....I remain fully invested for the long term as usual. As a long term investor there are times.....like now....that you simply have to IGNORE and ENDURE.
After all the media hand wringing....I have a minimal loss today so far. GOOGL and NVDA bouncing back and forth between green and red. My current loss is over......1% less..... than the current loss in the SP500. WHATEVER.......a very irrelevant day.
I'm not sure we can view ourselves on a moral high ground here, especially when it comes to petroleum. China plays dirty, but so do we. So as to not get too political, I'll leave it at that.
I have now progressed to a GAIN today. Of the medium.....small variety. Bouncing back and forth between four and five stocks GREEN at the moment.
That pop about 30 min ago only way that happened if institutions are buying up stock again. Looks bullish for tomorrow.
INSANITY of the short term today. After the big loss at the open all the averages turned GREEN....big time by the close. I ended the day with a BIG gain...in my seven stocks. Only a single stock red....PLTR....by a slight bit. I also beat the SP500 today by 0.70%.
The CRAZY market today. Dow closes wild session up 200 points as oil reverses lower and Trump signals Iran war near an end https://www.cnbc.com/2026/03/08/stock-market-today-live-updates.html
I agree completely. February’s Growthy Data—and the Iran War’s Souring Sentiment When expectations fall, the wall of worry rises. https://www.fisherinvestments.com/e...wthy-data-and-the-iran-wars-souring-sentiment
Something i have been talking about and warning about for a long time. AI Is Killing Buy-and-Hold Investing. Here’s What Replaces It. https://investorplace.com/hypergrow...uy-and-hold-investing-heres-what-replaces-it/ "AI trading now dominates financial markets. Algorithms account for roughly 70–90% of daily U.S. equity trading volume. Market volatility is increasing as AI systems interact. Automated trading and adaptive AI agents can amplify rapid price movements." AND "Estimates suggest they account for roughly 70%–90% of daily U.S. equity volume. Layer in a surge of retail capital – with cash flows into U.S. stocks running 53% higher in 2025 than the year before – and you get a system wired for speed, emotion, and sudden air pockets." AND "Imagine portfolio systems that no longer wait for quarterly meetings to rebalance. They adjust continuously, reacting in real time to earnings releases, macro data, price shifts, and even one another’s behavior." AND "Now consider the feedback loops that emerge when these systems respond not only to market conditions but to the reactions of other AI systems… cascades of automated decision-making unfolding in fractions of a second." AND "At the same time, the relationship between fundamentals and price has become less reliable as a short- to medium-term guide." MY COMMENT Read the entire article. What is happening is OBVIOUS.....to those of us that remember how the markets USED to work....till about ten years ago and severely escalating since than. Add in the INSANE MEDIA and you have a quickly escalating....NEW NORMAL. The old markets are.......unfortunately DEAD. Fortunately for most of us that are older the OLD system will linger for about another 10-15 years. I have NO DOUBT....that what is now happening in the short and bleeding into the medium term.....will eventually KILL long term investing for the average investor. Sorry to be so DOUR....but just pointing out what I see happening.
Strolling through the thread and checking in. What a noisy little stretch it has been this year. I still find it interesting that the general markets have held up rather well despite all of the noise. Of course, this could change as usual. This site appears to have increased more spam/bot type stuff than before. Kind of odd, but maybe it just seems that way since I haven't been here daily. Nice to still see a few of our regular posters from time to time.
I just got back from my quarterly blood draw. I was welcomed by a small GAIN in my stocks......compliments of....NVDA, AMZN, GOOGL, and AAPL.
As to my....future of the markets....post above. A few random thoughts. As AI takes over the markets and speculative short term trading becomes the entire investing world........perhaps: Companies will decide to no longer exist to simply to be trading vehicles......and....most companies will simply go PRIVATE.....with large pools of owners. Insider trading will no longer be based on having advance business or fundamental company news.....it will be based on having advance information on.....what the media is about to release. The little investor may focus on assets other than stocks like real property.....or other long term hard assets that can not be manipulated by the traders. AI trading ETF's will replace the big stock average ETF's. Etc, etc, etc. One thing is sure.....what will exist in the investing and financial world will look NOTHING like the markets now.
