The Long Term Investor

Discussion in 'Investing' started by WXYZ, Oct 2, 2018.

  1. WXYZ

    WXYZ Well-Known Member

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    I would LOVE to see Semi-Annual earnings reporting. Every quarter is ridiculous. I strongly HOPE it happens...even though this article is against it.

    The government is meddling with earnings reporting — but Tesla, Amazon and other market superstars prove there’s no problem
    Investors aren’t trapped in short-term thinking — but the SEC still wants semiannual earnings reporting

    https://www.marketwatch.com/story/t...vestors-play-the-long-game-4181fa55?st=My7n8g

    Come on....of course the media and all the speculators and short term investors are TOTALLY focused on earnings every quarter and it DOMINATES EVERYTHING. I hope we make this change....ASAP.
     
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  2. WXYZ

    WXYZ Well-Known Member

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    This is EXTREMELY important in investing.

    The basics of becoming wise

    https://dariusforoux.com/the-basics-of-becoming-wise/

    ....."Wisdom is harder to define than wealth. But you know it when you see it in someone.

    They’re calm when others panic. They ask better questions. They don’t chase things that don’t matter. They know who they are.

    That’s what this list is about. Not philosophy for its own sake. The practical habits and shifts that actually make you wiser over time.".....
     
  3. WXYZ

    WXYZ Well-Known Member

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    This is probably true. I dont like it....this is media driven BS....but still probably true.

    The only number that matters for 'Magnificent 7' earnings this week

    https://finance.yahoo.com/markets/a...rnings-this-week-morning-brief-100000837.html

    ......"The most important number investors will get in these reports will come out on Wednesday afternoon and will require just a bit of math. And that’s the total capex spending for Microsoft (MSFT), Amazon (AMZN), Meta Platforms (META), and Alphabet (GOOG, GOOGL).".....
     
  4. WXYZ

    WXYZ Well-Known Member

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  5. WXYZ

    WXYZ Well-Known Member

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    The BULL MARKET is alive and well. In fact with the massive advent of AI that will continue for at least 5-10 more years.....I think we are in for more years of historic markets. This will be a HUGE MOMENTUM MARKET ENVIRONMENT. And....in addition to momentum will be a time of record FUNDAMENTALS and record MARKET CAP....especially for BIG TECH and other big cap companies.

    Of course I am talking about......long term investing....NOT....trading or speculating.

    Stock market all-time highs are not the danger zone investors think they are

    https://finance.yahoo.com/markets/a...hink-they-are-chart-of-the-day-125437756.html
     
  6. WXYZ

    WXYZ Well-Known Member

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  7. WXYZ

    WXYZ Well-Known Member

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    I dont have much hope for today in the markets. the news items today are against the markets doing well.....and....more importantly we have a HUGE two days of BIG TECH earnings starting tomorrow after the bell.
     
  8. Smokie

    Smokie Well-Known Member

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    Yeah, I could get behind this type of change as well. Maybe they will get it done. I suspect the fit throwing and pushback by the financial media to be quite earnest.
     
  9. Smokie

    Smokie Well-Known Member

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    roadtonowhere08 likes this.
  10. WXYZ

    WXYZ Well-Known Member

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    I had a medium loss today in my stocks.

    Not as bad as I expected. I think the BIG TECH earnings that are going to hit on Wednesday and Thursday...actually helped to stem the fall a bit today. I also got beat by the SP500 today by....0.15%....in my stocks.

    My two green stocks....MSFT and AAPL.
     
  11. WXYZ

    WXYZ Well-Known Member

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    Nothing anyone can do about this...even though it is MEDIA and political BS.

    If not for the rich...the massive taxes that government collects every year would fall on all of the rest of us. Millions of people would not have jobs....since the talent of the rich and their money creates many of the jobs. It is anti.capitalist. AND...etc, etc, etc.

    Why hating the rich has become America’s favorite form of therapy

    https://nypost.com/2026/04/24/opini...has-become-americas-favorite-form-of-therapy/

    "That’s not an accident. Every movement needs a villain — and “the rich” is an easy one."

    Of course just about....ALL....the politicians end up being RICH. Something they never talk about. AND.....they STUPIDLY NEVER seem to anticipate all the unintended consequences of their attacks on the rich with ever higher taxes, regulations that kill jobs, etc, etc, etc.

    ....."A politics built on blame leaves little room for nuance. It turns complex economic questions into moral crusades. It makes compromise look like weakness and disagreement feel like betrayal. It also comes with a cultural cost. When success is constantly framed as something suspect, it changes how people think about achievement. Aspiration starts to look like exploitation. Admiration turns into suspicion".....

    AND...if we look at the history of countries and politicians that attack the rich......the result is usually a TOTALITARIAN NIGHTMARE.
     
  12. WXYZ

    WXYZ Well-Known Member

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  13. WXYZ

    WXYZ Well-Known Member

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    LOL....remember when the markets were all on....pins and needles...every time the FED met? NOW....no one cares. They will meet tomorrow and....as I said...no one cares.
     
  14. WXYZ

    WXYZ Well-Known Member

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    Perhaps not quite ready for the real world. A HUGE red flag for any business.

    ‘It took nine seconds’: Claude AI agent deletes company’s entire database

    https://ca.news.yahoo.com/took-nine-seconds-claude-ai-101315417.html

    ....."The AI agent was working on a routine task, according to Mr Crane, when it decided “entirely on its own initiative” to fix the problem by just deleting the database.".....

    ......“It took nine seconds,” Mr Crane wrote in a lengthy post to X. “The agent then, when asked to explain itself, produced a written confession enumerating the specific safety rules it had violated.”.....


    I have a twisted sense of humor....but I find this hilarious. This is like working with an 8 year old. "Why did you do it?" "I dont know".

    The AI actually said:

    "I didn’t understand what I was doing before doing it.”
     
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  15. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    Perhaps this is why I am not a fan of using Palantir and AI on the battlefield. I want actual eyes on the target before blasting away. I can't believe I am saying this, but here we are.
     
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  16. Smokie

    Smokie Well-Known Member

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    I didn’t check out the company on the AI Claude story above. I suspect maybe they are a very small company and quite possibly very incompetent….to set it up with no backup or safeguard at all.
     
  17. Smokie

    Smokie Well-Known Member

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    Hey Lori….We had a Royal visit here in the US!! Nice speech to Congress by the way.

    Anyway, you came to mind while I watched the speech.
     
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  18. WXYZ

    WXYZ Well-Known Member

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    A great little article here......I totally agree.

    New Highs, Bad Vibes

    https://trendlabs.com/new-highs-bad-vibes/

    I basically totally agree......ALL.....the indications in this little article are extremely POSITIVE.
     
  19. WXYZ

    WXYZ Well-Known Member

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    Another CLASSIC article.

    The Financial Crisis That Didn’t Happen

    https://awealthofcommonsense.com/2026/04/the-financial-crisis-that-didnt-happen/

    ....."These aren’t headlines you’ll read in the financial media:

    THERE WAS NO RECESSION YET AGAIN TODAY

    THE STOCK MARKET DIDN’T CRASH…AGAIN

    ANOTHER MONTH AND NO FINANCIAL CRISIS".....


    And the lesson:

    ....."it’s worth remembering that there are a lot of dire predictions in the financial pundit forecasting graveyard.

    Most of the bad stuff people predict doesn’t come to pass."...

    My take.....IGNORE.....all the fear mongering MORONS.
     
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  20. WXYZ

    WXYZ Well-Known Member

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