All things STOCKS

#17,477
#17,477
Well, that was fun today. My guess is there’s still quite a bit more downside. Haven’t bought anything today, but cash is locked and loaded.
 
#17,478
#17,478
Vol737 said:
Well, that was fun today. My guess is there’s still quite a bit more downside. Haven’t bought anything today, but cash is locked and loaded.
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Here's my theory: Trump will negotiate 1 on 1 with the countries, sign new deals, and claim victory one after the next. it will be excellent press for him. Tariffs won't be in place by August 1.
 
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#17,485
#17,485
mrorange211 said:
No one with a LT vision should be sweating any of this in reality. Just keep buying and don't look at the short-term results.
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Precisely. If I was about to retire in the next year or two, it'd be one thing. If I am being realistic, though, I'm ~20 years out from retirement...that makes this a discount back to past prices like when a fast food restaurant temporarily rolls back cheeseburger prices to when their franchise started (but without the corresponding spike in my cholesterol).
 
#17,490
#17,490
Can always depend on some optimism here when things are going bad. I’m semi retired but have a pretty decent equity / interest balance of apx 70/30 so I don’t have to sell equities for spending money.
 
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#17,491
#17,491
walkenvol said:
Can always depend on some optimism here when things are going bad. I’m semi retired but have a pretty decent equity / interest balance of apx 70/30 so I don’t have to sell equities.
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The 30% will do well once the Fed follows through with the rate cuts. 100% probability is being priced in to the CME’s estimates.
 
#17,492
#17,492
Thunder Good-Oil said:
The 30% will do well once the Fed follows through with the rate cuts. 100% probability is being priced in to the CME’s estimates.
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Got a good bit in SPVXX. If interest rates are going to come down a couple points in the next year then I’d probably do well to move those dollars over to PGX.
 
#17,494
#17,494
Lots of times you get tradeable bounces when, after multiple days of significant declines, the market gaps lower to start the next session then rallies all day, something even ending green.

If there's a big gap down Monday, it might be worth dipping a toe in.
 
#17,496
#17,496
Velo Vol said:
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When this bottoms, with what energy stocks are paying in dividends, it will be a good long term play. I own KMI and ET midstream stocks. CVX I may jump back into when I think it’s hit a bottom. As uncomfortable as this is at the moment, it wont last.
 
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#17,497
#17,497
I added exposure to NVDA, OXY, HOOD, and SMCI during the tariff crash. Not at the bottom, but close enough. I’m a patient feller.

However, I sure don’t want the NASDAQ to take 15 years to find new highs like it did after the dot com crash 25 years ago.
 
#17,498
#17,498
I’m not nearly as concerned. An AI revolution is much more viable than a sock puppet company getting a valuation around that of aerospace companies.
 
#17,499
#17,499
Vol737 said:
When this bottoms, with what energy stocks are paying in dividends, it will be a good long term play. I own KMI and ET midstream stocks. CVX I may jump back into when I think it’s hit a bottom. As uncomfortable as this is at the moment, it wont last.
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Added KMI and BRKB
 
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#17,500
#17,500
What do you guys think of F? One of the few stocks that didn’t go down yesterday and at current prices has a 7.8% yield. Seems like it’s found its floor possibly.
 
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