All things STOCKS

#19,503
#19,503
Jax_Vol said:
LOL! I do get it, but gheeeezzz....

This market.......???

Who ARE these people....?

That CPI report from yesterday just doesn't feel very valid to me. But, whatever.........GO VOLS!!!
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I gotta keep it apolitical here but I agree with you.

Good first hour of trading. I feel like if there is somehow going to be a Santa rally, it has to start here.
 
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#19,507
#19,507
Jax_Vol said:
Interesting thought on the lack of losers this year...hmmmm
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I haven’t scanned through all the names, but the largest techs have carried the averages. They’ve been under pressure for a few weeks though as funds are locking in profits and rebalancing for 2026. Plus, IMO, there’s a fear of AI repeating the dot com bubble of 25 years ago. But I believe that the data centers and the cloud based data transmission infrastructure are long term opportunities even if AI tempers.

The rotation to the Buffett type of names didn’t seem to happen. Good chance that the best of the rest (non Mag7s) will make positive moves in 2026.

Robust housing could drive the economy.
 
#19,509
#19,509
Thunder Good-Oil said:
I haven’t scanned through all the names, but the largest techs have carried the averages. They’ve been under pressure for a few weeks though as funds are locking in profits and rebalancing for 2026. Plus, IMO, there’s a fear of AI repeating the dot com bubble of 25 years ago. But I believe that the data centers and the cloud based data transmission infrastructure are long term opportunities even if AI tempers.

The rotation to the Buffett type of names didn’t seem to happen. Good chance that the best of the rest (non Mag7s) will make positive moves in 2026.

Robust housing could drive the economy.
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Housing could be poised for big moves as the administration keeps throwing around terms of urgency regarding it.
 
#19,510
#19,510
DinkinFlicka said:
Housing could be poised for big moves as the administration keeps throwing around terms of urgency regarding it.
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It would help to get at least one of the two anticipated rate cuts early in 2026. The existing home market especially could get moving by removing the incentive for those sitting on 2nd homes/rentals with the legacy, low rate mortgages. That would help the suppliers and mortgage originators.

The home builders still have the challenge of finding enough labor willing to work for low pay with ICE hovering around construction sites.
 
#19,514
#19,514
mrorange211 said:
Their questions and comments at the hearing sounded to me like they will.
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That would surprise me greatly. My read is that they are just pretending to be fair.

Tariffs aren't a new idea. Couple of months ago, read a book about President McKinley. He loved tariffs in 1900.

Flipping back and forth between two political parties, I don't see them as a long-term solution.

But a dabble here and there has always been acceptable under our constitution.
 
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#19,515
#19,515
Jax_Vol said:
That would surprise me greatly. My read is that they are just pretending to be fair.

Tariffs aren't a new idea. Couple of months ago, read a book about President McKinley. He loved tariffs in 1900.

Flipping back and forth between two political parties, I don't see them as a long-term solution.

But a dabble here and there has always been acceptable under our constitution.
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A major difference is that McKinley's tariffs were enacted with congressional legislation. That's the issue. Taxes fall under the Legislative branch, not Executive.
 
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#19,523
#19,523
Jax_Vol said:
Wow! What a year. Congrats!

If you don't mind sharing, which financial funds are hitting that level? My Vanguard / Fidelity stuff is more mid-20%'s.

I'm not complaining. God bless America!
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I'm strictly stocks (I don't really care about my retirement from USG).

These are all very long term holds, but they've all done pretty well this year.

COF
Ally
HWC
RF
KEY
 
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