[Caymus]

The S&P is unchanged YTD. Did everybody's trading algorithms (or paid advisors) capture the fluctuations? My strategy was to take a nap.

[Tvflguy]

Wish that we had a stash of 'fun money'. I would place it all on solid investments based on USA growth.

Little doubt that the next quarter and rest of 2025 will show fantastic records. Settling international issues, perhaps long-sought peace in many tinderboxes out there. And so many $$$$$ investments in the USA. And the resolution of the global tariffs with a restructure of trade, benefiting the USA.

The "Golden Age" for the USA could very well be in our future.

Amazing.

[BillyGrown]

Boeing stock has almost doubled in a year. After the latest announcement it has gone up, up and away!

[Normal]

Originally Posted by BillyGrown

Boeing stock has almost doubled in a year. After the latest announcement it has gone up, up and away!

Yes, Boeing stocks are going to do well

But….

Stock in NVIDIA really won out for the week. The announcement of the UAEs commitment to buy AI chips only from the US was huge. Samsung will now be eating dust.

[Caymus]

Originally Posted by BillyGrown

Boeing stock has almost doubled in a year. After the latest announcement it has gone up, up and away!

Nice to be in an industry where customers are begging for your products.

[Boomer]

For those of you following this thread and especially if you know who know who Jeremy Grantham is, you might want to take a look at the most recent episode of PBS Wealthtrack and hear him interviewed by Consuelo Mack. ( You can find it at wealthtrack.com)

Grantham is now 86, coherent as ever, with decade upon decade of market experience. Grantham has been right throughout, although sometimes having been called a Cassandra.

Boomer

PS:
JFTR:
(For those who do not remember, Cassandra was the woman in Greek mythology who got tangled up with Apollo and got the gift of prophecy. In mythology once a gift was bestowed, it could not be taken back, so in the stories, the gift is turned into a curse.

Cassandra’s gift of being able to predict the future was then cursed by Apollo who made it so nobody would believe her.

In the story of the Trojan War, Cassandra’s cursed gift doomed her to go running around inside the walls of Troy shouting her warning, “Do NOT bring that wooden horse inside our gates! Beware of Greeks bearing gifts!”)

Considering the Mag 7 and AI and all that entails, maybe we should beware of geeks bearing gifts.

[manaboutown]

Originally Posted by Boomer

For those of you following this thread and especially if you know who know who Jeremy Grantham is, you might want to take a look at the most recent episode of PBS Wealthtrack and hear him interviewed by Consuelo Mack. ( You can find it at wealthtrack.com)

Grantham is now 86, coherent as ever, with decade upon decade of market experience. Grantham has been right throughout, although sometimes having been called a Cassandra.

Boomer

PS:
JFTR:
(For those who do not remember, Cassandra was the woman in Greek mythology who got tangled up with Apollo and got the gift of prophecy. In mythology once a gift was bestowed, it could not be taken back, so in the stories, the gift is turned into a curse.

Cassandra’s gift of being able to predict the future was then cursed by Apollo who made it so nobody would believe her.

In the story of the Trojan War, Cassandra’s cursed gift doomed her to go running around inside the walls of Troy shouting her warning, “Do NOT bring that wooden horse inside our gates! Beware of Greeks bearing gifts!”)

Considering the Mag 7 and AI and all that entails, maybe we should beware of geeks bearing gifts.

Just watched this as I DVR her show. He made some excellent points. I bought into some non-US ETFs a while back and have watched them rise a little. Although I am remaining invested mostly in commercial real estate I now have enough in the stock market to warrant keeping up with what is going on with it.

The Shiller PE ratio was 36.60 at the 5/16/25 close. Shudder....

[Caymus]

Originally Posted by Boomer

For those of you following this thread and especially if you know who know who Jeremy Grantham is, you might want to take a look at the most recent episode of PBS Wealthtrack and hear him interviewed by Consuelo Mack. ( You can find it at wealthtrack.com)

Grantham is now 86, coherent as ever, with decade upon decade of market experience. Grantham has been right throughout, although sometimes having been called a Cassandra.

Boomer

PS:
JFTR:
(For those who do not remember, Cassandra was the woman in Greek mythology who got tangled up with Apollo and got the gift of prophecy. In mythology once a gift was bestowed, it could not be taken back, so in the stories, the gift is turned into a curse.

Cassandra’s gift of being able to predict the future was then cursed by Apollo who made it so nobody would believe her.

In the story of the Trojan War, Cassandra’s cursed gift doomed her to go running around inside the walls of Troy shouting her warning, “Do NOT bring that wooden horse inside our gates! Beware of Greeks bearing gifts!”)

Considering the Mag 7 and AI and all that entails, maybe we should beware of geeks bearing gifts.

I subscribe to her weekly podcasts but haven't listened to that one yet.

On another note, billionaire hedge fund manager Paul Tudor Jones predicted this week that AI could wipe out 50% of humanity. Hopefully this will happen AFTER I die at a normal age of natural causes

[Caymus]

All time high in the S&P today. People who acted unemotional during the last few months did well.

[manaboutown]

Originally Posted by Caymus

All time high in the S&P today. People who acted unemotional during the last few months did well.

I remained about 65% in securities and held onto my NVDA. Ya' just never know!

[dewilson58]

Originally Posted by Caymus

All time high in the S&P today. People who acted unemotional during the last few months did well.

[Aces4]

Originally Posted by Caymus

On another note, billionaire hedge fund manager Paul Tudor Jones predicted this week that AI could wipe out 50% of humanity. Hopefully this will happen AFTER I die at a normal age of natural causes

I care about all humanity, not just my own butt. AI is not our friend at this point.. I don't care about the advances it helps, what good are they if humanity is erased?

[LeRoySmith]

Originally Posted by dewilson58

It's treating me pretty well, I bought in early April and it's up about 23%. I also filled up the 24% bracket with a conversion about that same time, the growth since then will almost pay the taxes.

I don't see any real obvious bumps in the near future so I guess I'll start holding cash again. I've been buying Tesla with any dividends while things have been rough for them.

[Rainger99]

Originally Posted by manaboutown

The Shiller CAPE has hit 38.18, more than double its mean (17.17) and median (16). That seems like a very scary high to me so I have for the most part moved to defensive holdings and the largest proportion of cash I have ever maintained

Shiller PE Ratio - Multpl

Today, the Dow is at 43,637.71.
On November 14, 2024, it closed at 43,750.86.

And the S&P 500 rose to a new high today.

[Caymus]

Originally Posted by Rainger99

Today, the Dow is at 43,637.71.
On November 14, 2024, it closed at 43,750.86.

And the S&P 500 rose to a new high today.

The Dow isn't broad-based enough to be a meaningful indicator.