I like this little article. What the Long-Awaited Jobs Data Really Revealed Stocks are well aware of the ongoing trends. https://www.fisherinvestments.com/e...hat-the-longawaited-jobs-data-really-revealed ....."Maybe, just maybe, it is time to stop listening to those who warn weak jobs growth signals trouble and start trusting the market. None of this tells us what stocks will do in 2026, so don’t take this to be a forecast. We will get there, but that time isn’t now. However, whatever the market does, it won’t hinge on employment trends. Those will generally follow whatever stocks do, at a late lag."
The market so far today. Stocks rise on cooler-than-expected inflation data, strong Micron earnings https://www.cnbc.com/2025/12/17/stock-market-today-live-updates.html
HERE is REALITY. Day after day we see positive real fundamental data on AI and big cap TECH.....and....business in general. Yet we ignore most of it. We dont just ignore it...we bend over backwards to nit-pick it and come up with reasons why it can not be trusted. As a result....many of the top ten big cap companies in the SP500 are currently on sale. Micron stock pops 13% as AI memory demand soars: ‘We are more than sold out’ https://www.cnbc.com/2025/12/18/micron-mu-stock-earnings-ai-memory-demand.html
Even on a big gain day like today....I still have two stocks in the RED....COST and GOOGL. At the moment I have made back perhaps about half of what I lost yesterday. I will take it....gladly. BUT.....I have no expectations for the markets today. Lets see where we end up as the day progresses. If anything I am surprised that the markets are NOT up more than they are. I am currently in wait and see mode......vaguely optimistic at least for one day....today. As a business person....I am still very concerned with the continued refusal of the markets to see and respect good fundamental business results. I would expect this sort of environment if we were working our way out of a BEAR MARKET. BUT....in the middle of an EPIC BULL MARKET......very irrational. In the meantime as I wait.....SHOW ME THE MONEY.....MAKE ME BELIEVE.
WELL....so far so good as the markets continue to show strength today. I have now improved to having made back about 80% of what I lost yesterday. If we ended the day right here I would be satisfied. Best case....we continue to improve slightly as the day progresses.....AND....this market strength carries over to tomorrow. EIGHT....yes....EIGHT...market days left in 2026 after today. The markets will close at 1:00PM EST on Christmas Eve. They...the stock markets.... will be open all day on New Years Eve. I would like to keep about a....+25%...gain to year end. That would be a very nice thing. HIGHLY ABNORMAL....but...a beautiful thing.
This is what happens when a big company deviates from CAPITALISM. Ford’s Felonious Failure https://issuesinsights.com/2025/12/17/fords-felonious-failure/ "At some point, there will be no news about the Ford Motor Company’s electric vehicle fiasco. But we’re not there yet, as the most recent reports show that the automaker is paying dearly for its commitment to a Potemkin market built by a government that promised favors to companies that would follow its agenda." MY COMMENT Fortunately for me....I never buy auto companies...too boom and bust for me.
I dont think we will see another BUFFETT in the investing world. He was a UNIQUE investor created by the times, the society, the culture, and the environment he lived through. Pershing Square Backs Howard Hughes $2.1 Billion Vantage Bid Ackman strikes $2.1B deal in bid to build 'modern Berkshire Hathaway' https://finance.yahoo.com/news/pershing-square-backs-howard-hughes-134044804.html
YEAH....RG. I think a lot of that comes from YouTube protecting their content. I have tried to post some songs over the last 6 months or so.....and could not do it.
With inflation stable I think this is ok from an economic standpoint. It WILL provide some economic stimulus. Having grown up in a MILITARY FAMILY....I am also ok with this on the basis of supporting the military.......and...military families. NO...it does not apply to "EVERY" soldier....only those with ranks of "O-6" or below....basically excluding Generals and Admirals. Apparently the money is NOT taxable. Trump announces ‘warrior dividend’ of $1,776 to every U.S. soldier in prime-time speech https://www.cnbc.com/2025/12/17/watch-trump-white-house-address.html
We have now.....MOSTLY...made it through the mid-morning danger time for the markets. NOW....all we have to do is get through the last hour of the day without a big market FADE. We are half way there. I DOUBLE DOG DARE....the markets to screw me today.
