A nice little article...to continue the Santa theme....indirectly: 5 Tailwinds for Markets https://www.carsongroup.com/insights/blog/5-tailwinds-for-markets/
And i will leave with a little philosophical article....as I go to get ready for my Fall Furnace tune up. "Warren Buffett sums up the meaning of real progress in his last annual letter to his shareholders: " Rage Against The Machine https://tonyisola.com/2025/11/rage-against-the-machine/
One last item....food for thought: The Most Dangerous Conflation in the Markets: Uncertainty and Risk https://www.priceactionlab.com/Blog/2025/11/conflation-uncertainty-risk/ "There is little or nothing offered here. Most of the analysts disappear after an unexpected event occurs, only to appear after a recovery of some sort and point the finger at the “nonbelievers.” The hope the diversification will deal with unexpected events is only that, a hope."
The.....CORRECTION....continues. I have only two stocks up today.....of course.....HD and COST. YES.....I say we are in a correction. When it ends....who knows. The only good thing about it......it is NOT based on fundamentals. But....corrections often dont care about fundamentals....they are often IRRATIONAL events. Poor PLTR....as of today down by about.....15.94%.....after posting a HISTORIC EARNINGS BEAT. The stock was at an......ALL TIME HIGH....only ten days ago. It is being hit by a HUGE short attack. As usual I will just....RIDE IT OUT.
NVDA and the CORRECTION......since November 3...ten days....down by.....(-10.09%). ALSO....under short attack.
Since I sold a chunk of NVDA to put into the ART MARKET....in the form of a historic painting.....the stock has been BOTH....over and under where I sold. I sold at about $188.15....on November 7, 2025. I have ZERO regrets. I NEVER try to time the markets. Especially with short term money. AND....the funds for this painting were very short term money....since I had to come up with the cash within about 4 days. SO....I would be CRAZY to try to time the markets over 4 days. I just did what I ALWAYS do....bite the bullet and make the trade. Over the LONG TERM....I will be just fine. The markets will see to that. Of course the other side of the equation.....what is this painting worth? I got what I consider a very, very, good price....but....the art market is even more inscrutable than the stock markets. Things go in and out of favor....sometimes for decades. AND....at this moment what I paid....represents the market price for this painting....since that price was determined by the market in an auction with a willing seller and willing buyers bidding for it. ALL THAT MATTERS.....I am very happy with how everything in this deal worked out.
Since I IGNORING the escalating CORRECTION....here is a little article with some information some might find helpful. IRS announces 2026 401(k) contribution limits, raises savings cap https://www.cnbc.com/2025/11/13/401-k-contribution-limits-2026.html "In 2026, employees can defer up to $24,500 up from $23,500 in 2025." The article also contains the "CATCH-UP" limit...which is up to $8000......plus more content that might benefit those ages...60-63.
If anyone is starting to feel a little bit of panic over the recent....ten day...drop in NVDA and PLTR. It might be time to consider your risk tolerance and the aggressiveness of your portfolio. If you are holding a significant amount of NVDA and/or PLTR....in relation to your entire portfolio....you might be seeing your daily gains and losses showing substantial jumps....UP or DOWN. It might be time to consider...."how am I feeling"? Did i appreciate the risk I am taking? Did I get carried away with one or two of my stocks? I am STANDING FIRM....with both. I am also looking forward to the NVDA earnings next week. BUT....that is me....NOT YOU. If you decide to re-balance a bit or take some profits....that is..... ALL GOOD. That is part of the NORMAL process of being a LONG TERM INVESTOR. On the other hand if you are the opposite....and....see the current correction as a good opportunity to add shares at a cheap price.......or....to play the market timing game....with the NVDA earnings coming out next week....NO PROBLEM. EVERYONE has to do what is right for them....there is NO....one size fits all....for investing.
I like this little article....of course I am an ALL IN....ALL THE TIME...investor: This Tech Stock Expert Just Got More Bullish About Nvidia Ahead of Earnings. Here's Why https://finance.yahoo.com/news/tech-stock-expert-just-got-175938258.html
The growing POWER of the...little-guy....the RETAIL INVESTORS. Dan Ives says retail investors are now 'at the adult table' in the stock market https://finance.yahoo.com/news/dan-...dult-table-in-the-stock-market-161247412.html "Retail investors used to be at the little kids' table at Thanksgiving, and you'd give them a little cookie,"......"Now, they're at the adult table — they're front and center."
The impact of AI....in my opinion.....even if the company does not say so. Verizon to cut about 15,000 jobs as it restructures, source says https://finance.yahoo.com/news/verizon-cut-15-000-jobs-160715206.html This is aimed at.....non-union management.....people. this is where much of the comming AI job losses are going to be focused. BUMMER..... for employees in management. BUT....at the same time great for company productivity and cutting expenses and overhead. A DOUBLE EDGED SWORD.
Not good....short term...housing news. New foreclosures jump 20% in October, a sign of more distress in the housing market https://www.cnbc.com/2025/11/13/foreclosures-rise-october-housing-market-distress.html
A BRUTAL day for the NASDAQ. The CORRECTION continues...unfortunately. I had a large loss today...of course. I had a single stock GREEN....good old COST. I also lost out to the SP500 today by.....1.38%. MOVING ON FROM HERE....tomorrow is the final day of the first half of November.
All I have to say about this CORRECTION is: YES....I continue to be fully invested for the long term as usual. AND This too shall pass.
What the heck? I get out of pocket for a day or so and come back to see all of this correction chatter. I guess I missed some of the beatings taking place. It does appear some of the stocks are getting taken out back to the woodshed.
A good way to start the day.....with a little POSITIVITY. We need it...with the media pushing full on negativity. Of course....it is in support of the big short sellers....yeah right.....who would have guessed. THE COMING AMERICAN BOOM IN 2026 https://assets.realclear.com/files/2025/11/2800_isv251107americanboom.pdf Guess who else is out there.....jaw-boning stocks down.....of course...our friends from the FED.
YES.....as usual the FED is creating financial and market TURMOIL. What is new....we have seen them doing this for years and especially since January of this year. Gee I wonder why? A rate cut in December.....who knows? A December Interest Rate Cut is Now a Coin Toss Fed officials are divided on the path for rates, and disruptions to government inflation and jobs data aren’t helping. https://www.morningstar.com/markets/december-interest-rate-cut-is-now-coin-toss If the FED is relying on government data on inflation and/or jobs....it is as usual....a big JOKE anyway. You would think with all their thousands of economists and numerous regional offices that all keep and create data on the economy, jobs, GDP, inflation, etc, etc....that they would have some clue what is happening and why. Of course their data is probably about as accurate as the government data....which in reality means....WORTHLESS. Being a critic and way more than a pessimist about this current FED.....I have no illusions that we are going to see a rate cut in December. They will likely continue their passive aggressive behavior...and attacks on investors and the economy.... and do nothing.
YES...this is the likely course for today. Dow, S&P 500, Nasdaq futures dive after bruising sell-off as rate-cut doubts creep in https://finance.yahoo.com/news/live...ff-as-rate-cut-doubts-creep-in-235130357.html
Regarding the above......it is not like rate cuts are doing anything anyway. We have seen two now this year....and....the Ten Year Treasury has not moved at all. It sits in the low 4% range....in defiance of the cuts.
