STILL.....hanging in the green for the day....with 30 minutes to go. unfortunately NVDA has replaced MSFT in the red column along with AAPL. BUT....in the end it is all about the WHOLE portfolio and whether it can give me a gain on any particular day.
Some good basic info here. How Your 401(k) is Handled After Death: What Beneficiaries Should Understand https://finance.yahoo.com/news/401-k-handled-death-beneficiaries-190808177.html
The Michael Burry.....PR MACHINE...is in full force now. I see his name and various articles that are obviously based on PR releases at least every couple of days. Amazing how this works....when you have an investment letter to......sell. He is one of the last people that I care about their opinion as an investor.
Here is......"supposedly".....why COST is up nicely today. "Costco Wholesale Corp. (COST, Financials) shares climbed about 1% in premarket trading Monday after Mizuho upgraded the stock to Outperform and named it one of its Top Picks for 2026, arguing that investor concerns about slowing growth have been exaggerated." https://www.gurufocus.com/news/4093...after-mizuho-upgrade-and-top-pick-designation
WOW.....I made money today. The first time in 2026. BUT....I still had three RED stocks....NVDA, MSFT, and AAPL. A TRIO of DISRESPECT by the self absorbed markets. I was dead even with the SP500 today.
NEXT! I like this. Nvidia launches Vera Rubin, its next major AI platform, at CES 2026 https://finance.yahoo.com/news/nvid...-major-ai-platform-at-ces-2026-230045205.html ......"Rubin arrives at exactly the right moment, as AI computing demand for both training and inference is going through the roof,” Nvidia CEO Jensen Huang said in a statement."........ ......"Nvidia says it’s been sampling the Rubin platform with partners and is in full production."...... MY COMMENT The only bad thing is now we will have the media constantly fear-mongering and rumor-mongering this new product line like crazy. just like they did with Blackwell.
I will only be around on here today for a few hours. I have an early 11:30 Board meeting that I have to attend. I guess the markets will somehow manage to get along without me.
So true. AND.....that article than goes on to discuss AI spending and business. Weekly Market Pulse: It Ain’t What You Don’t Know https://alhambrapartners.com/weekly-market-pulse-it-aint-what-you-dont-know/?src=news "The future is, as it always has been, inscrutable, impossible to know. Complex, chaotic systems such as the stock market or the global economy are not predictable, even by our new AI overlords. All we can really do is observe trends and have a good enough grasp of history to make some informed decisions."....... "While everyone is looking at AI for a bubble, I think the real bubble may be the gambling mentality that has infected markets in the post-COVID era (and maybe even starting earlier).".....
The constant and relentless chipping away at NVDA continues. This drip, drip, drip of negativity in the media DOES have an impact on the stock and investors. Nvidia’s $4 Trillion Stock Rally Faces More Threats Than Ever https://finance.yahoo.com/news/nvidia-4-trillion-stock-rally-104747765.html
A BIG DEAL for Crypto. Morgan Stanley files for bitcoin, solana ETFs in digital assets push https://finance.yahoo.com/news/morgan-stanley-files-bitcoin-solana-111504913.html
The market today.......for a few minutes till it changes. At least....for now....all the big averages are green. Dow, S&P 500, Nasdaq nudge higher after Dow's rally to record https://finance.yahoo.com/news/live...her-after-dows-rally-to-record-143551914.html
More NVDA news. this is to be filed under the category......"potential". A "potential" huge business area for the future. Nvidia wants to power robotaxi fleets with chips, software by 2027 https://www.cnbc.com/2026/01/05/nvi...axi-service-in-2027-in-self-driving-push.html
In reality.....NOTHING.....going on today of any interest. The markets will just have to FLOAT around and see if they can find any direction.
BUT....a nice open for me. Basically....same as yesterday. Six stocks UP and two DOWN......MSFT and AAPL. I would be satisfied if we can close like yesterday. Of course better would be better. BUT....why get greedy. I am IGNORING the potential for a big FADE today.
Your response was smooth and satisfying. Thank you. I respect your point of view and speculate in a similar fashion but I will be pleasantly surprised if Greg Abel can keep up with the S&P 500 on the long term. The next year will probably be extremely similar to last. I do hope he succeeds. Happy New Year, Smokie! Please accept my best wishes for happiness and success.
I think markets are reacting to 4.5% GDP by Trump and how good it will get most years we sell off a bit beginning of year. This could be the golden age 2nd term for USA.
I had a nice strong......small gain in my stocks. Similar to yesterday....four up and three down. BUT....I am making money so that is all that counts. I lost out to the SP500 today by 0.18%. Of course keep in mind that each day I am only reporting about my seven stocks. On a day like today my SP500 Index fund and Fidelity Contra Fund give me additional gains. I am now in the GREEN two days in a row. KEEP IT UP.....PLEASE.
All the best in 2026 to all Stockaholics. It seems that I had the worst year of all you guys, I finished 2025 at +10.28%. That's a great return, but it could always be better. My two lagging stocks last year were AMZN and COST.
Plus 10%......is my annual long term goal Strathmore. That is a great return when stretched over many years. WELL DONE.....keep up the good work.
The....."economic"....story of the day. ADP data shows employers added 41,000 jobs in December as US labor market shows signs of stabilizing December's gains erased November's losses. https://finance.yahoo.com/news/adp-...ket-shows-signs-of-stabilizing-133748572.html A nice BLAND......no-drama.....report. Steady as she goes.
