A TOTAL FAILURE.....it is about time META cut their losses and moved on. Meta stock climbs on report company will make major cuts to metaverse efforts https://finance.yahoo.com/news/meta...ajor-cuts-to-metaverse-efforts-150054338.html
MORE....bad, but good news.....for investors. It will be nice to get rid of the current FED....they are sleepwalking us along with NO CLUE what is really going on. We are lucky they have not BUMBLED us into a recession. The weakness in the labor markets......thank you to....... AI and decades of government programs (condoned and pushed by BOTH parties) importing foreign workers.....are going to create a nice environment for interest rates AND investors. Job market mixed bag: Jobless claims drop to 3-year low, but employers shed 71,000 jobs in worst November since 2022 https://finance.yahoo.com/news/job-...s-in-worst-november-since-2022-124809562.html
Are we ever going to see Ten Year Rates.....below 4%? Amazingly as we cut....the rate just hangs in the same area....apparently immune to the cuts so far. We will see if the cut in December can push rates below the stubborn 4% figure. After the cut in December...yes I now see it as a sure thing....we will have cut by 75 basis points......with ZERO impact on the Ten Year Rate. Treasuries Slide as New Jobless Claims Unexpectedly Slump https://finance.yahoo.com/news/treasuries-slide-jobless-claims-unexpectedly-141616359.html
I will take it as a company owner. AND....no.....I have no concerns about competition with NVDA or my other tech stocks....there is plenty of room for everyone to THRIVE in the current tech economy. Alphabet’s AI Chips Are a Potential $900 Billion ‘Secret Sauce’ https://finance.yahoo.com/news/alphabet-ai-chips-potential-900-104818985.html Of course the stock is DOWN today.
BUT....is the above actual media interest....or.....manipulation. On one major site I see at least TEN articles on the issue above. Seems a little excessive and abnormal to me.
The markets today seem very DULL and DISINTERESTED....just floating along with no real direction or reason. LINGERING.....confusion and lack of confidence. There is really little to no news today of any interest....so the recent market trend of....walking on eggshells.....comes back to life today. Stocks are little changed with few market catalysts ahead of next week’s Fed decision https://www.cnbc.com/2025/12/03/stock-market-today-live-updates.html Perhaps the FED cut next week will be a market driver to year end.....but....i suspect it will come and go and the rate cut will simply have ZERO impact one way or another. Once it happens No one will care....especially the general markets.
As I was typing the above the NASDAQ made a huge turn to the green. I have no idea why. So now all three big averages are green.
As to jobs....especially middle level corporate jobs: Layoff announcements top 1.1 million this year, the most since 2020 pandemic, Challenger says https://www.cnbc.com/2025/12/04/lay...e-2020-when-pandemic-hit-challenger-says.html This is going to be the LONG TERM TREND. Not necessarily at these levels....but....it is going to continue for at least TEN YEARS. This will be an indication of a permanent restructuring of jobs in our economy as AI takes hold. No doubt there will be some disruption as this happens....change is hard. Perhaps the continued retirement of the Baby Boomers will offset some of this. One thing is sure as a positive....corporate and business PRODUCTIVITY will skyrocket.
Sounds like a good problem to have....to me. AND....I like how they are spreading that money around by investing in other companies. A MUCH BETTER use of those funds than doing share buy-backs. Nvidia has a cash problem — too much of it https://www.cnbc.com/2025/12/04/nvidia-has-a-cash-problem-too-much-of-it.html The company has about $60.6 billion in cash and short-term investments.......up from $13.3 billion in January 2023 AND.......AMAZINGLY.....is projected to generate....$96.85 billion in free cash flow this year alone and $576 billion in free cash flow over the next three years. YET....they continue to be one of the most disrespected and fear-mongered companies by the IDIOTIC media and traders. Their extreme earnings results are constantly IGNORED and nit-picked to death over.....NOTHING. This company should be a wealth creation MONSTER.....way beyond what they have been. BUT....for years their earnings have been TRASHED.
POLITICS are a HUGE drag on the markets. POLITICS is a HUGE distraction for investors. I try to keep out of politics on here. I get way more of it in day to day life than I wish. It is POISON when it becomes an obsession. I am sure it is POLITICS that is creating the current market environment of....walking on eggshells and lack of confidence.....right now. It appears that many investors are NOW....caught up in politics. Politics is now Americans’ No. 1 money worry, financial planners say https://www.cnbc.com/2025/12/04/politics-is-now-the-no-1-money-worry-financial-planners-say.html
A very....JUMPY....day today. BUMMER.....the SP500 and NASDAQ are now RED. I have only two stocks GREEN right now....PLTR and NVDA.
Markets are jumping all over the place today. I have now improved to three green stocks.....PLTR, NVDA, and MSFT.
YEA.....I just got back and found that I have a small gain in my account today at the close....thanks to MSFT, NVDA, and PLTR being green today. I also got in a small beat on the SP500 today by....0.14%. NOT BAD. I now have three green days and one red day this week. BUT being.... GREEDY....I want a gain tomorrow.
YES....we are. It is a CONSPIRACY. Texas is trying to become America’s next financial hub The Lone Star State could soon have three major stock exchanges https://theweek.com/business/econom...tter_20251204&utm_source=afternoon_newsletter
I see this first hand all the time.....now that I am around a bunch of.....OLD PEOPLE. The First Decade Retirement Plan https://tonyisola.com/2025/12/the-first-decade-retirement-plan/ "Most people will run out of health before they run out of money. The First Decade plan provides insurance that they spend their money and fulfill their dreams before it’s too late"
YES....they are. Sturgeon’s Corollary https://ritholtz.com/2025/12/sturgeons-corollary/ Sturgeon’s Law states, “90% of everything is crap.” “90% of all investment products are crap.” "The reason for this becomes clear across nearly every type of financial product: Mutual funds, SPACs, hedge funds, private investments, ETFs — you name it. The simple truth is that beating a broad benchmark net of fees and taxes over a long-term investment horizon (5 to 10 years +) is incredibly difficult. Add high(er) fees, investment strategies that fall in and out of favor, and human behavioral errors, and you have a formula that makes it difficult to beat a mostly indexed portfolio." MY COMMENT It is hard to beat the good old SP500......nearly impossible long term.
Some interesting "stuff" here. 50 Facts from 2H 2025 https://news.theideafarm.com/p/50-facts-from-2h-2025 Of course each "FACT" is based on a specific link.....which must be TRUTH for the "fact" to be true. I have not reviewed them....at all.
MORE....good news for aa rate cut in December and into the new year. Core inflation rate watched by Fed hit 2.8%, delayed September data shows, lower than expected https://www.cnbc.com/2025/12/05/pce-inflation-report-september-2025.html ......"The core personal consumption expenditures price index, which excludes volatile food and energy prices, indicated a 0.2% monthly rise while the annual rate was 2.8%. The monthly rate was in line with the Dow Jones consensus, but the annual level was 0.1 percentage point lower. The core annual rate edged down from 2.9% in August. In addition, headline PCE increased 0.3% for the month, putting the annual inflation rate also at 2.8%, according to the department’s Bureau of Economic Analysis......."......
MORE ammunition for rate cuts. US consumer spending moderates in September https://finance.yahoo.com/news/us-consumer-spending-moderates-september-151050367.html
And as to worthless.....SENTIMENT. U.S. consumer sentiment improved this month but remains subdued, the University of Michigan reports https://finance.yahoo.com/news/u-consumer-sentiment-improved-month-152748000.html
