[MorTech]

This is a presentation from "Bitcoin Bank" MSTR. Watch it multiple times to comprehend.

https://www.youtube.com/watch?v=4LqpGrWGNqE

[ithos]

Originally Posted by CoachKandSportsguy

Nope, your history just proved a belief system of value, 90% of which was in the agrarian age without anything from the industrial nor technology age. Because of its color and easily malleability, people believed it was valuable. Silver has very similar properties in the agrarian age, but was never given any such valuation by humans as a collective. color maybe? especially in the agrarian age where lighting was fire or solar only

There was a short lived belief system in tulips as well. What back it? just a belief system in being wealthy

So the belief from an old, completely different age, which people today can't relate, continues, and is being challenged in a completely different age by a new belief.

BTC is now a new belief system in something of value from a different age, the technological age. One can buy and sell gold with a belief system in technology and storage. Luddites I think that one of the Bills call those don't believe in any change, like some religions.

Still the same with bitcoin. . you can buy and sell it with a belief in technology system.

You as a human, judge and value everything from your individual belief system. No different, especially when the concept of wealth is conceptually linked with monetary amounts.

You make a compelling argument. Therefore I believe the US Government should sell all of its gold and use the proceeds to purchase Bitcoin. This will save the taxpayer so much money by eliminating the tremendous cost of storing and protecting our Gold stockpiles.

[ithos]

Now that the US government will start purchasing BTC, it will cause the price to jump assuming it can get Congressional approval.
There are several securities to invest in BTC without having to mess with those pesky keys and passwords and risk losing it all.

The symbols are YBIT, BITO, GBTC, IBIT, HODL AND BTC. Robinhood is by far the best platform for trading crypto. Some are derivatives so read the prospectus.

[Chi-Town]

It has been a very good year. Don't forget to rebalance your portfolio.

[manaboutown]

Holy smokes! Wells Fargo issues Wall Street's most bullish forecast yet for the stock market in 2025

Well, my cash position has shrunk to less than 35% due to the rising market and I am mostly in conservative stocks. The hi-tech equities and ETFs in my portfolio such as NVDA and VGT have jumped as have some conservative securities such as C, WMT, ET, MPLX and PAA.

[dewilson58]

Another set of opinions.................
The fourth-quarter AICPA & CIMA Economic Outlook Survey reveals that business leaders have shown an increase in optimism regarding the US economy following the recent presidential election.

The survey, which targeted CEOs, CFOs, controllers, and other senior accounting roles, revealed a shift in sentiment.

Two-thirds of business executives expressed optimism about the economy's prospects over the next year, marking a 41% point increase from the previous quarter.

This is claimed to the highest level of optimism recorded since early 2020, when it was at 74% before declining due to pandemic-related disruptions.

The outlook on the global economy also improved, with optimism rising from 19% to 41% quarter over quarter.

Inflation has emerged as the top concern for businesses, while domestic political leadership, previously a significant worry, has fallen out of the top ten concerns.

Revenue growth expectations have more than doubled to 3.3%, while profit projections increased to 2.2% from 0.2% last quarter.

Optimism about individual organisations also rose, with 53% of executives expressing a positive outlook, up from 41%.

Additionally, 57% of respondents anticipate business expansion in the next year, compared to 44% previously.

The percentage of executives reporting insufficient staffing increased from 29% to 38%, with one in five ready to hire immediately.

[manaboutown]

Analysis-Strong momentum makes it hard to bet against ‘freight train’ US stock rally

[dewilson58]

Continue to be 100% in the market.

Drive, Drive, Drive.

[CoachKandSportsguy]

Originally Posted by dewilson58

Another set of opinions.................
The fourth-quarter AICPA & CIMA Economic Outlook Survey reveals that business leaders have shown an increase in optimism regarding the US economy following the recent presidential election.

The survey, which targeted CEOs, CFOs, controllers, and other senior accounting roles, revealed a shift in sentiment.

Two-thirds of business executives expressed optimism about the economy's prospects over the next year, marking a 41% point increase from the previous quarter.

This is claimed to the highest level of optimism recorded since early 2020, when it was at 74% before declining due to pandemic-related disruptions.

The outlook on the global economy also improved, with optimism rising from 19% to 41% quarter over quarter.

Inflation has emerged as the top concern for businesses, while domestic political leadership, previously a significant worry, has fallen out of the top ten concerns.

Revenue growth expectations have more than doubled to 3.3%, while profit projections increased to 2.2% from 0.2% last quarter.

Optimism about individual organisations also rose, with 53% of executives expressing a positive outlook, up from 41%.

Additionally, 57% of respondents anticipate business expansion in the next year, compared to 44% previously.

The percentage of executives reporting insufficient staffing increased from 29% to 38%, with one in five ready to hire immediately.

Nothing improves sentiment faster than higher prices.

[ithos]

GOOG, META, AMZN, APPLE held up well today. GOOG had big news about a super chip they have designed. Are there any naysayers?

Alphabet stock is climbing after the company revealed its Willow quantum computing chip and said that the technology has achieved significant new breakthroughs in the field. According to the company's Google division, the Willow chip is capable of completing a random-circuit-sampling benchmark computing test in under five minutes -- and it would take one of the world's current top supercomputers 10 septillion years to achieve the feat.

Why Alphabet Stock Is Jumping Today

[manaboutown]

Originally Posted by ithos

GOOG, META, AMZN, APPLE held up well today. GOOG had big news about a super chip they have designed. Are there any naysayers?



Why Alphabet Stock Is Jumping Today

Good to see as I have some Alphabet. HSY which I have owned a little of for many years took a nice little jump yesterday, too. Yum, yum!

[Aces4]

Originally Posted by ithos

GOOG, META, AMZN, APPLE held up well today. GOOG had big news about a super chip they have designed. Are there any naysayers?



Why Alphabet Stock Is Jumping Today

Go for it! Shooting craps never interested me.

It does amaze me that the number of people who live in The Villages can't make ends meet without being in the oversold pyramid scheme at this age. Oops, that should read stock market...

[manaboutown]

US Household Wealth Climbs to a Record on Higher Stock Values

While... marketwatch.com

[CoachKandSportsguy]

from Jurrien Timmer, macro strategist at Fidelity:

from today on Twitter:
https://x.com/TimmerFidelity/status/1867264853913522303

pasted words without charts

My sense is that we are in the 7th inning of a secular bull market which began in 2009. I know many technicians (including my esteemed colleagues) use a later start date (2013), and they may well be right. But I like my method in that it uses multiple approaches that yield the same conclusion.������

Per the chart below, I use the deviation from the 150-year trendline as the guide to start the clock. On that basis the current regime began in 2009 (and was confirmed in 2013), and the previous three started in 1982, 1949, and 1920. /2

This approach is further supported by the CAPE model, which also pegs the start in 2009. The CAPE model states that the 10-year trailing P/E ratio (or in the case below the 5-year price/cash ratio) is strongly predictive of the forward 10-year return (CAGR). The CAPE model bottomed in 2009 and peaked in 2019. /3

Finally, if we consider the slope of the market’s ascent off the secular low (top panel below), and add a 2nd derivative in the form of the 10-year CAGR (bottom panel), we see that a 2009 start date lines up nicely with both the 1982-2000 and 1949-1968 super-cycles. The market rockets higher in the first 10 years and then peaks in 2019 on a rate-of-change basis (but not level). From that point on, the market continues to advance, but a slowing rate of change. /4

When and how will this secular bull eventually end? My guess is either a reversal of the Mag 7 (leading to lower valuations), or higher inflation and interest rates (also leading to lower valuations). Valuation is the key to secular regimes. /END

Note: the 3 major valuation calculations are
* Price / Book
* Price / Next years earnings
* Equity Risk Premium : Next 5 years earnings growth' plus cash dividend plus buybacks, less the 10 year Treasury interest rate,

Current price to book is near all time highs
Current Price to Next year's earnings is near all time highs on huge CY25 growth
Equity Risk premium low to negative

So yes, we are nearer the end than to the beginning. .

good luck to us!

[ithos]

NVIDIA can't produce enough blackwell GPUs to meet demand so the AI hyper scalers are starting to design and procure alternatives from other companies like Broadcom which jumped 25% the last two sessions.

Josh Brown who makes frequent appearances on CNBC breaks it down and talks about the other companies that are picking up the slack. NVIDIA was considered the sole source but no more as the stock starts to stall out.
Is Nvidia Under Siege in 2025? | WAYT?
https://www.youtube.com/watch?v=--l_QgqxRNA

edit:
This was Josh Brown on NVIDIA three years ago.
Josh Brown really does believe Nvidia could hit $1 trillion market cap this decade
https://www.youtube.com/watch?v=po2Tfie2R-0&t=15s