A nice little article with emphasis on two charts that are the GUTS of LONG TERM INVESTING. Stocks and Bond Charts We Believe Are the Most Important in the Long Run https://www.carsongroup.com/insight...lieve-are-the-most-important-in-the-long-run/ "Stay Patient—There’s a Reason It’s Called Investing This brief look at fundamentals still has some important takeaways: Stock and bond returns aren’t arbitrary or simply speculative. The have fundamental drivers and in the long run, this is what supports the return outlook. Stocks have an expected premium to bonds. If you are a patient investor, you can take your bearings from these fundamentals. They’re not the end point but they’re a good way to orient yourself." MY COMMENT Yes....BORING. Siting and doing NOTHING....is hard. It is boring and there is no rush of excitement and brain chemicals. AND....for the media.....no clicks and no BLARING headlines.
As i have been typing....the markets have done NOTHING. The big averages are sitting about right where they were when I posted about them above. I have NO ILLUSIONS that I am in the green today.....I dont even have to look.
I like this event. Alphabet shares jump after Berkshire makes rare tech bet with $4.9 billion stake https://finance.yahoo.com/news/google-parent-alphabets-shares-rally-095255668.html
Ask the FED....they are TRASHING the housing markets as much as the stock markets. When will mortgage rates go down? Rates are barely moving. https://finance.yahoo.com/personal-...barely-moving-november-17-2025-190610067.html The peasants should be marching on the FED building with touches and pitchforks....vampire stakes and crosses. At this point the FED itself is the greatest impediment to the economy.......by far. Their constant negativity, incessant media appearances, trashing of the markets, and jaw-boning of rates higher in the face to rate cuts is....RIDICULOUS. It is as though we are reading a Superman comic-book about the BIZARRO WORLD...where everything is the opposite of what is supposed to be done. We are dealing with the......BIZARRO-FED. Bizarro World https://en.wikipedia.org/wiki/Bizarro_World "In the Bizarro World of "Htrae", society is ruled by the Bizarro Code which states "Us do opposite of all Earthly things! Us hate beauty! Us love ugliness! Is big crime to make anything perfect on Bizarro World"
Lets see....in this little article they manage to touch on....short manipulator Michael Burry....Peter Theil selling NVDA...that a big beat might actually be a negative for the broader AI trade......AI overspending......big revenue coming from Hyper-Scalers ( a negative).....no revenue from China..... Is that enough? Nvidia to report Q3 earnings amid investor concerns of AI overbuilding https://finance.yahoo.com/news/nvid...or-concerns-of-ai-overbuilding-153409072.html Not a single positive comment.......they are getting all wound up to CRASH and IGNORE another GREAT earnings report.
That is about it for this morning and the markets. The CORRECTION continues........but....remember this is a normal process and reflects a continued HUGE WALL OF WORRY. The bull market is alive and well. Yet at the same time.....as we are hit with massive coverage pushing negativity....the constant media BS is that we are in a BUBBLE. WTF.
I just looked at my account expecting to see a HUGE loss. i still only have a single stock in the GREEN....GOOGL. BUT my loss is currently...... very MILD. A nice surprise. I am also seeing the percentage of NVDA in my account drop some as the value of the position is hit by the correction.....although the position is still...... MASSIVELY.....larger than any other holding.
I agree.....and...If I had money I would be BUYING for the long term. Perhaps a good entry point right now in PLTR, NVDA, MSFT and other big cap tech companies....for those that did not buy in the past and regret it. Although this id dependent on having the GUTS to hold for the long term......and....is NOT investment advice. ‘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
Are we? Granted, I haven't looked closely at everything. I don't think the averages (SP 500/NASDAQ/DOW) are that close to it, but maybe I should look more often...LOL. Yes, I've seen where I think you mentioned NVDA being there or past -10%.
Maybe I shouldn't have mentioned it above....I looked only to see the market has fell a little further as if it heard me ask. Never mind....nothing to see here.
