I love it as a shareholder....go, go, go. Microsoft investing $17.5 billion in India for AI and cloud infrastructure https://finance.yahoo.com/news/microsoft-investing-17-5-billion-143333942.html
The market today.....MORE....FED BS. How unfortunate for us to have to live with this drivel. The markets are afraid to be successful. The markets are stuck in SELF-LOATHING mode. We continue to see......good news is bad news.....and...bad news is bad news. No news is bad news. Success is ignored and disrespected. CRAZY STUFF......the short term insanity. It is all delusion over substance.....rumor over fact. Reality does not matter. Dow, S&P 500, Nasdaq trade mixed as Fed rate meeting kicks off https://finance.yahoo.com/news/live...-as-fed-rate-meeting-kicks-off-143633994.html
Seems about right to me....but very general, big picture themes here. Five reasons investors are feeling good about stocks again Recent gains reflect more than just optimism about artificial intelligence https://www.foxbusiness.com/markets/five-reasons-investors-feeling-good-about-stocks-again
I have now EXHAUSTED everything today. Which means there is actually....NOTHING...happening today of interest to investors or markets. This probably magnifies the FED drama and....BS.
I currently have ONLY two green stocks. PLTR and AMZN. And...neither of them is exactly booming. Can you believe that the markets are this afraid of success....after the HUGE earnings results we just saw? The last earnings reporting period that just ended was HISTORICALLY POSITIVE. Companies....especially the BIG CAP market leaders are....flooded with cash. The AI revolution is pushing business to new levels of success. The economy is nowhere near weakness or recession. Consumers are active and buying "stuff". IT is the best of times in business.......and in the financial media.....you would think it is..... the worst of times. We are seeing a crises of POSITIVITY. OR.....a crises of NEGATIVITY. Take your pick. A symptom of a SOCIAL MEDIA focused world.....especially for those below about age 40. BUT.....in my mind....in my little bubble of reality....at least "MY" reality....things are all good. I continue to make some money. I am pushing toward about +30% gains for year 2025....with only about 17 market days left in the year. The big averages are having a VERY positive and successful year. I continue to be fully invested for the long term as usual. Riding the wave. Trying to IGNORE it all.
I STILL see MUCH potential for a positive close today. We just need to "realize it". Time to let the markets just churn through the morning BS and mature into the day.
CAN YOU BELIEVE IT....only 15 market days left in 2025. We have apparently ENDURED our way to year end. The big GAINS for this year are nearly ready to lock in. After the FED cut tomorrow....I am being positive....we will see if there is going to be a SANTA RALLY this year or not. My guess is NOT with the way the markets are behaving lately. At this point I really dont care since I am on track to end the year at about +30%......IF.....BIG IF....we dont collapse over the final 15 days. Seems like MOST..... if not all.......the regular posters on here are going to lock in a REALLY GOOD YEAR in about 15 days.
I am going to miss the close today since I will be on my way to San Antonio. Tomorrow I will miss most of the day on my way to Houston. I will also miss a good chunk of Thursday also. Of course I will have my trusty....MacBook Pro with me....but when I am traveling I do not check my account. If I get some spare time in the hotel I might post a bit. It will be nice to reconnect and play with a couple of people from my past....both of whom now have health issues. It is now a question of who will be the last man standing. Although many of the people that I played with over my life are now DECEASED. THERE CAN BE ONLY ONE. Perhaps all of us.......SURVIVORS..... should start a TONTINE.
For anyone that cares about or has interest in the FED. The Fed's Two-Day Meeting Starts Today—Here's What You Need to Know https://finance.yahoo.com/news/feds-two-day-meeting-starts-174448351.html
YES.....I am in the..... TOP 10%.....by income and/or net worth in any region of the country. Where are you? How much money you need to be in the wealthiest 10% of U.S. households, by region https://www.cnbc.com/2025/12/09/inc...e-in-the-top-10percent-in-each-us-region.html
The rate decision is in for the final Fed meeting of 2025. a .25% cut. I think EVERYONE already new this was going to occur. The S&P500 is pretty much unphased. I think if it didn't go through everything would have tanked through. I guess the next shiny thing is Oracle and Broadcom earning reports this week. No love for NVDA. I think it's going to be dead money for the short term future. I guess we will just wait it out and see where it goes. PLTR on the other hand is having a nice run up.
This sort of BS just drives me crazy. Every time some AI related stock or company goes down or has a bad report......down goes NVDA. WTF......WTF. The markets just REFUSE to allow NVDA to exist based on its OWN results and business. Other company problems and issues with their fundamentals is NOT the fault or business of NVDA. It is an INSANE media and trading reaction. There is simply ZERO reason for NVDA to be tied to every other little or big tech company result. This is the IDIOCY of AI PROGRAM TRADING and other speculative traders trading in tandum and basically MANIPULATING the markets especially to the DOWN side. Oracle shares tank 15%, dragging down Nvidia, AMD, CoreWeave https://www.cnbc.com/2025/12/11/oracle-shares-plummet-dragging-down-ai-stocks-nvidia-coreweave.html
Talk about FRAGILE.....this is the current markets and the FAULT of the traders and AI programs....speculating and profiting from massive micro-second trades on news and news headlines. BUT....this is a different type of "fragile".....investors that have to be "perfect". "One thing is sure in life and investing: things change. Fragile, perfectionist retirees refuse to change their retirement plan assumptions, fearing it would jeopardize their feelings of past perfection. They’re terrified of admitting miscalculations and cling to past decisions, ignoring the transient nature of the environment." Don’t Be A Fragile Perfect Investor https://tonyisola.com/2025/12/dont-be-a-fragile-perfect-investor/ The bottom line: "Progress rather than perception should be the North Star of any financial plan. Avoiding uncomfortable truths, resisting expert advice, hiding mistakes, and preferring being admired above all else is a path to financial and personal destruction. Embracing inevitable market and life challenges is the only path to developing the ability to handle them."
Siting in the hotel and preparing to take off and head home today. No need to WASTE any more time on the markets this morning. So I will sign off till later in the day when I get home. The constant.....LOOKING FOR MONSTERS UNDER THE BED....by the markets is just so INCREDIBLY STUPID. I guess we are just stuck with this over the short to medium term....as AI TRADING......disconnects the markets from REALITY. It is just amazing that companies like NVDA have to suffer for the misfortunes of other companies. BUT....they must be punished...by IGNORING their great earnings.....and hammering them for other companies issues that they have NOTHING to do with. As i say often......sooner or later this BS will impact the long term.....and at that point there will be NO rational markets. It will all be gambling and manipulation.
COSTCO today....just a day or two ago it was just slightly above a 52 week LOW. Costco tops Wall Street’s sales and revenue expectations https://www.cnbc.com/2025/12/11/costco-cost-earnings-q1-2026.html Of course at this moment....this nice earnings BEAT is being punished with the stock down by about $4.50. These look like really nice earnings to me. ESPECIALLY the membership increase....free money.....and the amazing....+20.5% increase in digital sales.
I ended the day today with a medium....loss in my stocks. I had only two green stocks today.....COST and MSFT. I also lost out to the SP500 today by 0.90%. NO.....I dont care.....a meaningless day today in the markets.
