I dont care what anyone else thinks.....my view....The FED is RIFE with BIAS, politics, self-interest, and worse. Ex-Fed Governor Kugler Resigned After Violating Trading Rules https://finance.yahoo.com/news/ex-fed-governor-kugler-faced-143943538.html "......Kugler’s latest financial disclosures, which included previously undisclosed trading in multiple individual stocks in 2024 — some of which occurred during the Fed’s blackout period — in violation of the agency’s ethics rules." When she resigned......."the Fed said her absence was due to a “personal matter.”".......REALLY? This is the legacy of the POWELL FED........there were revelations of unusual trading activity in 2020 by several senior officials. Boston Fed President Eric Rosengren and Dallas Fed chief Robert Kaplan retired early after the revelations, with Rosengren citing ill health. RIGHT.....ill health.....in the form of getting caught. MY COMMENT The POLITICAL and GOVERNMENT ELITES.....in action. These people are all though our government system....and...they never pay much of a price for their actions.
DUH. ‘Hold your ground’: Wall Street strategists say tech stock sell-off is a short-term blip as earnings bull case remains intact https://finance.yahoo.com/news/hold...nings-bull-case-remains-intact-153023828.html
The week to come. Nvidia, Walmart earnings, and the return of jobs numbers: What to watch this week https://finance.yahoo.com/news/nvid...umbers-what-to-watch-this-week-124502640.html For me....HD on Tuesday and NVDA on Wednesday.
There have been quite a few of these little stories surface over the past few months. Of course, it is nothing new. It is a story as old as time itself. Policymakers and the like all spout they want office to "help" and to make some difference and they do.....it is just usually themselves and their cronies.
YES.......it cuts across all lines.....it is the corruption that comes with power and perks....AND...especially with people FAWNING over you all the time.
Speaking of NVDA. As mentioned above, their earnings report this week. A timely story that may be tossed about….Thiel’s fund fully exits NVDA according to its 3Q filings. I wouldn’t be too surprised to see this topic used to stoke some noise.
Are you seeing this with anyone you know LORI? Thanksgiving becomes British obsession as younger generations embrace American holiday Gen Z and millennials drive 440% surge in Thanksgiving searches, turkey sales jump 38% https://www.foxnews.com/food-drink/...-younger-generations-embrace-american-holiday This little article also mentions Halloween.....which I know you mentioned. Looks like the GEN Z and Millennials.....are willing to adopt some of the culture of the USA. LORI....Perhaps you are a very early adapter of USA style investing in England....and over time will see more and more people join you.....in addition to Halloween and Thanksgiving. You as a very early adapter.........will be an example to others.
As to my post on NVDA/Thiel…I just found it interesting since with the PLTR connection and that his fund bailed out of NVDA. Nothing more than just that.
Speaking of being WRONG.......here is a little research study by the Federal Reserve Bank of San Francisco. Guess what..... "we find that a tariff hike raises unemployment (lowers economic activity) and lowers CPI inflation. Using only tariff changes driven by long-run considerations—a traditional narrative identification—gives similar results. We also obtain similar results if we restrict the sample to the modern post World War II period or if we use independent variation from other countries (France and the UK)." "The inflation response goes against the predictions of standard models, whereby CPI inflation should go up in response to higher tariffs." MY COMMENT The two quotes above are the direct and unambiguous CONCLUSION from the actual paper put out by the San Francisco FED. HERE....is the study: What Is a Tariff Shock? Insights from 150 years of Tariff Policy https://www.frbsf.org/wp-content/uploads/wp2025-26.pdf SO.......ALL...the usual media BS and.....ALL....the vast majority of experts....predicting and claiming that increasing tariffs will causes inflation were.....WRONG. AMAZING. AND....how long has the FED known the truth? Why is this just being studied now....after all this time...you would think the FED could have crunched there numbers many months ago. BUT....NO....they dont care to know the truth....because their leader is DELUSIONAL.
Another wasted day for me so far. I have a single stock in the GREEN as the CORRECTION continues. We are on the way to making NVDA earnings irrelevant.....again. One of the most disrespected companies in history. At least the markets have improved from the open with the NASDAQ now green and the SP500 having been green for a while. Thanks to this little CORRECTION....my PLTR..... YTD gain is now at.....+126%......oh well.....I guess I will take it.
Talk about DISRESPECT. Over the past ONE YEAR.....NVDA....+33%. Look back at their earnings and results over the past year.......AMAZING. The gain over that same time span.....good....but way below where it should have been. EVERY time NVDA is due to report....some media BS story-line....or some fear mongering topic......or some other short term event "suddenly".....like magic....happens and the AMAZING earnings report is discounted.
As to the above.....A HUGE......nail in the AI is in a bubble balloon. We are NOWHERE near an AI bubble. AND when this is talked about the implication...even if it is not said....is that what we are seeing now is similar to the DOT-COM BUBBLE. Today what is happening in AI is NOTHING close to the DOT-COM bubble. To beat a dead horse......the cause of the DOT-COM bubble was rampant fraud and media driven companies that were nothing more than a simple web-site....no customers, no products, no business, no money, no earnings, no profits. It was all EXCITEMENT and HYPE. ALL the excitement....driven by the media of course....got way out of hand. NOW.....the companies that are at the center of the AI BOOM....are the largest and most successful companies in the world. They are throwing off TRILLIONS in free cash every year.....and investing a lot of it in the future of AI. AND....in spite of the media BS.....AI is being embedded everywhere. AND....in spite of people wanting to hide their head in the sand.....AI is impacting employment and companies are cutting head-count and hiring.....in other words increasing PRODUCTIVITY and decreasing OVERHEAD.
Regarding the above.......but.....no one cares. We are going to have a HISSY-FIT CORRECTION......and there is nothing that can be done. AND...wait and see....when the NVDA earnings come out....the media and Wall Street....will find some little bit of info in there somewhere and will....NIT-PICK the heck out of it.....while IGNORING the HUGE success of the company. They will throw out an ELEPHANT size baby......in a tea-spoon of bathwater.
I dont know how or why this is relevant to anything....but I have to post it. Optimists are boring https://klementoninvesting.substack.com/p/optimists-are-boring Good earnings, positivity in the markets, a nice boom in the economy, a bright future.....BORING. So we must.....TEAR IT DOWN....tear it all down. In the end we will destroy the markets, society, culture, etc, etc, with our craving for excitement and sensationalism....not to mention the media in survival mode fighting for it's life.....trying to accumulate clicks for survival.
To continue the above: What If Things Are Better Than They Seem? https://awealthofcommonsense.com/2025/11/what-if-things-are-better-than-they-seem/
