Stock Thread (43 Viewers)

[stbugs]

Guess I'll pass this one on to the kids....

Playgon Games
price per share$0.0093

+$0.0017 (22.37%)
Refresh Quote
Bid
0.0074 x 50000
Ask
0.0133 x 60000
Volume
0

How does it manage a 22.37% gain with a volume of 0? I remember this one and avoided it like the plague. Saw nothing good but it’s that volume and never being able to sell it even if you wanted to sell it.

 

[stbugs]

I think that the realization that LLM's will not be revenue generators will also sink in soon. The technology will become to commoditized as many companies enter the market.

The only hurdle with LLM's is ability to scrape data, and many more companies are entering that field, so much so that it is hurting the infrastructure of major websites that host data.

Hopefully this crash will also contain the LLM crash or else we will also have an LLM fueled crash in the future. Companies like OpenAI will be worthless in 2030, it is only whether it happens this year or in 2-5 years.

AI bots strain Wikimedia as bandwidth surges 50%

Automated AI bots seeking training data threaten Wikipedia project stability, foundation says.

arstechnica.com

That’s not where the big money in AI is going to be IMHO. I agree on OpenAI, with one caveat. Think Google. Web search isn’t rocket science and there were plenty of companies who did it but Google dominated it in the end. No idea on ChapGPT in the end, but “searching” will still be there aided by AI. That said, Google makes its money on advertising due to owning content (YouTube) and searching. There will be one or maybe a couple of ChatGPT type winners for the new search/assistant (like writing code) but Google might even end up one of those winners.

Anyway, if you think LLM will crash and not be profitable, think about Google and other companies with massive advertising revenue. AI will absolutely be around a lot longer and make massive amounts of money for companies that can save their customers money.

AI will save companies money, but not so much by using LLM's, more in forecasting products, supply chain, monitoring safety on factory floors, etc. These are sector's that the major LLM's aren't even competing in and most of this development is done in house in fortune 500 companies.

Companies are really struggling to make any revenue with LLM's and i think that will continue. Already the space is crowded and more companies are entering as they see how easy it is. I think LLM's will be just another application like email or word processing.

I think it is a massive bubble waiting to burst.

I agree to a point, just saying to think of Google. I see LLMs being the next gen of search. I don’t see a crash due to some fallout/consolidation there. The bulk of real AI will envelop the public LLMs. Also, the LLMs will still be there just more privately as part of offerings/software products.

 

[BassNBrew]

Some analyst downgrades Kroger yesterday.

New 52 Week High Today

Kroger Co​

EXPORT

WATCHLIST+
LIVESTREAMThe Exchange
RT Quote | Last NYSE, VOL From CTA | USD
Last | 1:14 PM EDT
70.59

+3.33 (+4.94%)

 

[culdeus]

Russia and North Korea didn't get hit with tarrifs. Because of course not.

But some Antarctic islands inhabited by only penguins did. Read they just used Chat GPT to calculate tariffs.

Wouldn't shock me.

If you ask chat gpt to divide trade deficit by imports you get the exact tarrif figures.

 

[beef]

Can't wait to see what a $150 sneaker costs this summer.

picked up another pair of Cloud monsters just in case

 

[Bossman]

Wall Street is having a sale today. I regret missing the last one.

Picked up some VOO and GS. Both Seem like safe plays.

 

[Sand]

If you ask chat gpt to divide trade deficit by imports you get the exact tarrif figures.

https://www.cnbc.com/2025/04/03/how-did-the-us-arrive-at-its-tariff-figures-.html

 

[McBokonon]

I did accelerate my treadmill purchase ahead of tariffs. So there's that. Also spurred my g/f to go ahead and upgrade her phone (finally).

MELI is weathering the storm but I have enough of that for now. My cash position is extremely high in large part to crushing the $APP trade but also due to lessons learned from the last euphoric period, as I trimmed more often this time around. So, I'm in a good position here but don't feel any real urgency to jump in.

If I'm another country, I'd be in no rush to negotiate an agreement with a country led by someone who doesn't honor agreements. Instead, I might be more willing to ride it out and see what happens at midterms or even the entire 4 year presidential term. Or retaliate. Or find ways to cut out the USA as much as possible, possibly permanently. Or a combination of all of these.

 

[General Malaise]

I did accelerate my treadmill purchase ahead of tariffs. So there's that. Also spurred my g/f to go ahead and upgrade her phone (finally).

MELI is weathering the storm but I have enough of that for now. My cash position is extremely high in large part to crushing the $APP trade but also due to lessons learned from the last euphoric period, as I trimmed more often this time around. So, I'm in a good position here but don't feel any real urgency to jump in.

If I'm another country, I'd be in no rush to negotiate an agreement with a country led by someone who doesn't honor agreements. Instead, I might be more willing to ride it out and see what happens at midterms or even the entire 4 year presidential term. Or retaliate. Or find ways to cut out the USA as much as possible, possibly permanently. Or a combination of all of these.

Yeah, now would be the optimal time to get all your used car repairs done along with anything you've been putting off around the house.....need a new washer/dryer, I'd be running not walking to HD/Lowes/Costco for one or both.

US consumers just got bent over a washer dry....neat.

 

[dancingbones]

Russell 2000 becomes 1st to enter Bear market territory.

https://www.cnbc.com/2025/04/03/small-cap-benchmark-russell-2000-becomes-first-major-us-stock-measure-to-enter-bear-market.html

And further to go IMO as the actual effects of all of this disruption manifest themselves in our economy - job losses, investments delayed or not made, growth stagnating or regressing.

 

[Schmeabs]

I think we can all agree if the administration sticks with the proposed tariffs then the market has further downside from here and we likely will go into a recession. It would be foolish and the odds of Tariffs to remain at elevated levels is very low IMO. Worst case scenario of a hard landing would be another 12-17% drop on S&P 500 to 4500. I put odds of that around 10%. My best guess is that the tariffs are not on long enough to cause significant economic damage and we not only avoid recession but the S&P 500 finishes positive for 2025 with tax cuts and deregulation the catalysts along with fed cutting rates once or twice second half of year. My year end target on S&P 500 is 6500.

I am adding on days like today, quite a bit to MAG7 names minus Tesla as forward PEs are cheap compared to defensive names.

 

[Todem]

any buyers today or waiting for more pain?

We bought a fair amount of VOO this morning. Don't feel great about. This country seems determined to cause a recession and severely reduce it's long term production capacity. Stocks should be lower.

Many stocks should be lower regardless. The value stocks are still within 10% of their highest highs of this year with crazy high PEs. That flight to safety should be punished. So many tech stocks, many of which have little to no tariff exposure are down big time and relatively much cheaper.

All we are buying is tech here.

It’s on sale:

NVDA
AMZN
META

Been buying these three today…..it’s kinda dumb.

 

[The Duff Man]

I think we can all agree if the administration sticks with the proposed tariffs then the market has further downside from here and we likely will go into a recession. It would be foolish and the odds of Tariffs to remain at elevated levels is very low IMO. Worst case scenario of a hard landing would be another 12-17% drop on S&P 500 to 4500. I put odds of that around 10%. My best guess is that the tariffs are not on long enough to cause significant economic damage and we not only avoid recession but the S&P 500 finishes positive for 2025 with tax cuts and deregulation the catalysts along with fed cutting rates once or twice second half of year. My year end target on S&P 500 is 6500.

I am adding on days like today, quite a bit to MAG7 names minus Tesla as forward PEs are cheap compared to defensive names.

I am not sure how we talk about this here, but what is going to be the driving factor for tariffs to be removed?

The stated goals are onshoring of jobs back to America and a revenue stream to fund tax cuts.

I don’t believe this administration is inclined to cave into pressure without being able to claim wins, so I think the pain is just starting. Unless the short term failure of these policies is spectacular.

Not commenting one way or the other politically, just strictly thinking what might happen that will influence the market. Not sure what the “out” is to back down and save face.

 

[Pipes]

F it throwing some cash @ SOXL. It's only down 27% today

 

[Redwes25]

I think we can all agree if the administration sticks with the proposed tariffs then the market has further downside from here and we likely will go into a recession. It would be foolish and the odds of Tariffs to remain at elevated levels is very low IMO. Worst case scenario of a hard landing would be another 12-17% drop on S&P 500 to 4500. I put odds of that around 10%. My best guess is that the tariffs are not on long enough to cause significant economic damage and we not only avoid recession but the S&P 500 finishes positive for 2025 with tax cuts and deregulation the catalysts along with fed cutting rates once or twice second half of year. My year end target on S&P 500 is 6500.

I am adding on days like today, quite a bit to MAG7 names minus Tesla as forward PEs are cheap compared to defensive names.

I am not sure how we talk about this here, but what is going to be the driving factor for tariffs to be removed?

The stated goals are onshoring of jobs back to America and a revenue stream to fund tax cuts.

I don’t believe this administration is inclined to cave into pressure without being able to claim wins, so I think the pain is just starting. Unless the short term failure of these policies is spectacular.

Not commenting one way or the other politically, just strictly thinking what might happen that will influence the market. Not sure what the “out” is to back down and save face.

I agree with this. I was in the camp that this is mostly negotating (other than China) but I think Tariffs are really here to stay for awhile. Does he reverse course if we got into a recession (maybe but honestly think he is prepared for pain)?

That said I was adding some big Tech today but I do expect markets (including Tech to go lower) but maybe I am wrong.

 

[Schmeabs]

I think we can all agree if the administration sticks with the proposed tariffs then the market has further downside from here and we likely will go into a recession. It would be foolish and the odds of Tariffs to remain at elevated levels is very low IMO. Worst case scenario of a hard landing would be another 12-17% drop on S&P 500 to 4500. I put odds of that around 10%. My best guess is that the tariffs are not on long enough to cause significant economic damage and we not only avoid recession but the S&P 500 finishes positive for 2025 with tax cuts and deregulation the catalysts along with fed cutting rates once or twice second half of year. My year end target on S&P 500 is 6500.

I am adding on days like today, quite a bit to MAG7 names minus Tesla as forward PEs are cheap compared to defensive names.

I am not sure how we talk about this here, but what is going to be the driving factor for tariffs to be removed?

The stated goals are onshoring of jobs back to America and a revenue stream to fund tax cuts.

I don’t believe this administration is inclined to cave into pressure without being able to claim wins, so I think the pain is just starting. Unless the short term failure of these policies is spectacular.

Not commenting one way or the other politically, just strictly thinking what might happen that will influence the market. Not sure what the “out” is to back down and save face.

We have already seen some countries reduce tariffs and I expect that will continue. Nobody wins in the current scenario so this is not a permanent outcome. The administration will get some deals done and claim victory and we will then be on the tax cuts and deregulation. Doing this early was political getting the hard stuff done first with plenty of time before midterms for economy to prosper.

 

[Sand]

We imported $3.5B in goods from Russia last year.

I'm sure there are special permits for some things. Just saw an article that talked about Russia, North Korea, Belarus, and Cuba aren't on the list because they have sanctions. Some countries with sanctions got hit (I guess it depended on the breadth of sanctions? Not sure). Venezuela, Iraq, and Syria got tariffs and have some sanctions.

 

[ghostguy123]

F it throwing some cash @ SOXL. It's only down 27% today

How was this at 70 in the past year?
On a side note, how the heck didn't we see SOXS as a screaming short term buy a few days ago?

 

[Harry Frogfish]

pain

 

[General Malaise]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

 

[MTskibum]

I think that the realization that LLM's will not be revenue generators will also sink in soon. The technology will become to commoditized as many companies enter the market.

The only hurdle with LLM's is ability to scrape data, and many more companies are entering that field, so much so that it is hurting the infrastructure of major websites that host data.

Hopefully this crash will also contain the LLM crash or else we will also have an LLM fueled crash in the future. Companies like OpenAI will be worthless in 2030, it is only whether it happens this year or in 2-5 years.

AI bots strain Wikimedia as bandwidth surges 50%

Automated AI bots seeking training data threaten Wikipedia project stability, foundation says.

arstechnica.com

That’s not where the big money in AI is going to be IMHO. I agree on OpenAI, with one caveat. Think Google. Web search isn’t rocket science and there were plenty of companies who did it but Google dominated it in the end. No idea on ChapGPT in the end, but “searching” will still be there aided by AI. That said, Google makes its money on advertising due to owning content (YouTube) and searching. There will be one or maybe a couple of ChatGPT type winners for the new search/assistant (like writing code) but Google might even end up one of those winners.

Anyway, if you think LLM will crash and not be profitable, think about Google and other companies with massive advertising revenue. AI will absolutely be around a lot longer and make massive amounts of money for companies that can save their customers money.

AI will save companies money, but not so much by using LLM's, more in forecasting products, supply chain, monitoring safety on factory floors, etc. These are sector's that the major LLM's aren't even competing in and most of this development is done in house in fortune 500 companies.

Companies are really struggling to make any revenue with LLM's and i think that will continue. Already the space is crowded and more companies are entering as they see how easy it is. I think LLM's will be just another application like email or word processing.

I think it is a massive bubble waiting to burst.

I agree to a point, just saying to think of Google. I see LLMs being the next gen of search. I don’t see a crash due to some fallout/consolidation there. The bulk of real AI will envelop the public LLMs. Also, the LLMs will still be there just more privately as part of offerings/software products.

My opinion is very contrarian. People keep giving them money even though they have no path to monetization.

https://www.bloomberg.com/news/articles/2025-03-31/openai-finalizes-40-billion-funding-at-300-billion-valuation

 

[Nugget]

Jobs report tomorrow mornng - I don't see any relief coming.

 

[The Z Machine]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

First we relax all zoning, environmental, and labor laws. Then we give cash to cronies to run the construction companies. Then it all falls apart.

 

[Bob Sacamano]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

It's not just that. It's great to say we need manufacturing to come back to the US, but that's also inflationary. Nobody is building a low cost anything here. So if a Chevy is suddenly built 100% in country, that Chevy is going to cost more than it did when it was built in <virtually anywhere else>. And it's still going to be a ####tier car than the corresponding Honda/Toyota.

 

[Todem]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

It doesn’t. 3-5 years to build plants and manufacturing plants etc etc….this is heavyweight political theater.

Get a few big renegotiated trade deals….with big partners and claim victory. Move onto taxes and mid terms.

 

[General Malaise]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

It's not just that. It's great to say we need manufacturing to come back to the US, but that's also inflationary. Nobody is building a low cost anything here. So if a Chevy is suddenly built 100% in country, that Chevy is going to cost more than it did when it was built in <virtually anywhere else>. And it's still going to be a ####tier car than the corresponding Honda/Toyota.

I know that. You know that. Shouldn't the people making policy know this?

 

[Todem]

Jobs report tomorrow mornng - I don't see any relief coming.

Bet you it’s good.

 

[Todem]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

It's not just that. It's great to say we need manufacturing to come back to the US, but that's also inflationary. Nobody is building a low cost anything here. So if a Chevy is suddenly built 100% in country, that Chevy is going to cost more than it did when it was built in <virtually anywhere else>. And it's still going to be a ####tier car than the corresponding Honda/Toyota.

I know that. You know that. Shouldn't the people making policy know this?

They do……it makes no real sense. Feels like a big giant show.

 

[General Malaise]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

It's not just that. It's great to say we need manufacturing to come back to the US, but that's also inflationary. Nobody is building a low cost anything here. So if a Chevy is suddenly built 100% in country, that Chevy is going to cost more than it did when it was built in <virtually anywhere else>. And it's still going to be a ####tier car than the corresponding Honda/Toyota.

I know that. You know that. Shouldn't the people making policy know this?

They do……it makes no real sense. Feels like a big giant show.

Doesn't feel like a show to me. Shows are fun. The Eagles was a show. That was fun.

This feels like what a pretty boy goes through his first week at Picaleña Prison.

 

[fruity pebbles]

So who’s going to squint and look at their returns tonight?

 

[The Duff Man]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

It's not just that. It's great to say we need manufacturing to come back to the US, but that's also inflationary. Nobody is building a low cost anything here. So if a Chevy is suddenly built 100% in country, that Chevy is going to cost more than it did when it was built in <virtually anywhere else>. And it's still going to be a ####tier car than the corresponding Honda/Toyota.

I know that. You know that. Shouldn't the people making policy know this?

They do……it makes no real sense. Feels like a big giant show.

Reality TV at its finest. We are all on the show!!!

 

[McBokonon]

The Eagles was a show. That was fun.

I don't abide

 

[Bob Sacamano]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

It's not just that. It's great to say we need manufacturing to come back to the US, but that's also inflationary. Nobody is building a low cost anything here. So if a Chevy is suddenly built 100% in country, that Chevy is going to cost more than it did when it was built in <virtually anywhere else>. And it's still going to be a ####tier car than the corresponding Honda/Toyota.

I know that. You know that. Shouldn't the people making policy know this?

I've responded to this 10 different ways, and they all get me banned.

Stonks, go up

 

[Bob Sacamano]

The Eagles was a show. That was fun.

I don't abide

I really hope you didn't read his post in GMTAN. That makes this so much better.

 

[Redwes25]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

It doesn’t. 3-5 years to build plants and manufacturing plants etc etc….this is heavyweight political theater.

Get a few big renegotiated trade deals….with big partners and claim victory. Move onto taxes and mid terms.

Hope that is the plan and then you see stuff like this being put out by WH that contradict that narrative.

https://x.com/behizytweets/status/1907580248163557568?s=46

 

[Bob Sacamano]

"Stephen Miller really understands it."

 

[Bob Sacamano]

STONKS! GO! UP!

 

[Bob Sacamano]

No politics. I genuinely and emphatically hope this administration proves all the naysayers wrong, and this turns out to be some kind of next level economic move nobody can comprehend right now. I hope we're all shocked and mocked for doubting and end up drinking all the American Champagne from American gold-plated cis-Statue of Liberty boobs with no debt and no income taxes.

I hope.

 

[eighsse2]

It is officially time to buy buy buy if you have any significant amount of money sitting around without a specific purpose.

 

[eighsse2]

No politics. I genuinely and emphatically hope this administration proves all the naysayers wrong, and this turns out to be some kind of next level economic move nobody can comprehend right now. I hope we're all shocked and mocked for doubting and end up drinking all the American Champagne from American gold-plated cis-Statue of Liberty boobs with no debt and no income taxes.

I hope.

I really don't understand what is so controversial about simply matching the rates that other countries impose on the US. I think that's what the new tariffs are, right, just matching?

 

[Redwes25]

No politics. I genuinely and emphatically hope this administration proves all the naysayers wrong, and this turns out to be some kind of next level economic move nobody can comprehend right now. I hope we're all shocked and mocked for doubting and end up drinking all the American Champagne from American gold-plated cis-Statue of Liberty boobs with no debt and no income taxes.

I hope.

I really don't understand what is so controversial about simply matching the rates that other countries impose on the US. I think that's what the new tariffs are, right, just matching?

They do not but feel like this is all getting too political so I am backing away.

 

[Sparky Polastri]

The new Las Vegas stadium for the Athletics is scheduled to open in spring 2028.....that's ONE massive building in a city cashed up to build it. But it's a stadium, it's not a foundry or an auto plant or a rare earth processing facility. Walk me through how we're going to just build everything we need in short order to replace the manufacturing our voracious consumer appetites have demanded. MAKE IT MAKE SENSE.

It's not just that. It's great to say we need manufacturing to come back to the US, but that's also inflationary. Nobody is building a low cost anything here. So if a Chevy is suddenly built 100% in country, that Chevy is going to cost more than it did when it was built in <virtually anywhere else>. And it's still going to be a ####tier car than the corresponding Honda/Toyota.

I know that. You know that. Shouldn't the people making policy know this?

They do……it makes no real sense. Feels like a big giant show.

I thought this too until we learned how they came up with their figures. Now, I'm not sure, at all, they understand how this works.

 

[culdeus]

No politics. I genuinely and emphatically hope this administration proves all the naysayers wrong, and this turns out to be some kind of next level economic move nobody can comprehend right now. I hope we're all shocked and mocked for doubting and end up drinking all the American Champagne from American gold-plated cis-Statue of Liberty boobs with no debt and no income taxes.

I hope.

I really don't understand what is so controversial about simply matching the rates that other countries impose on the US. I think that's what the new tariffs are, right, just matching?

Um, no. Not even close.

 

[dancingbones]

Wife has been bugging me to de-risk some because she doesn't trust the direction of our country, to put it mildly. So sold out of a lot of overpriced Growth stuff in all 4 of our retirement accounts this morning. Took about 25% off the table. I'll put it in the HY money market account for a bit to see what happens.
I'm pretty calm about the markets and our country long term but her peace of mind is worth forgoing any missed gains.

With money markets still paying 4.5% more or less and with the state of things globally, I'm surprised there isn't more cash on the sidelines. I read a stat yesterday that folks are sitting on much less cash now, what with the exuberance in the past few months. What could go wrong? I've been moving more defensively and even buying some puts.

There are all time record highs in cash - over $7 trillion last I saw.
Sure, us dummies, aka personal or retail investors may be less in cash and more invested.
But Institutions, private equity, pensions etc... are all HEAVY into cash. And Uncle Warren is now over 50% cash. There a lot of cash on the sidelines.

I'm in this crowd as well - too much uncertainty for my taste right now - I moved my 401K 100% to money market last week & have been trimming in ROTH & after tax accts. Sitting about 90% cash total right now. Told myself I'll revisit around when the debt ceiling/budget negotiations come around. Near record highs after the past 2 years we've had seems like a good moment to push pause and take a breath. If I miss out on some gains I'll at least be sleeping better.

Haven't gone so far as to cut bait on any losers in ROTH accounts though - gotta have something to pay attention to!

S&P 5460 (10% decline from where I moved my $$ to cash) was my trigger I gave myself go start getting back into the market.

Currently 100% cash in my 401K & 95% 401K/ROTH

My plan to re-enter the market:
20% @ 5460 (10% decline)
20% @ 5157 (15% decline)
20% @ 4854 (20% decline)
20% @ 4551 (25% decline)
20% @ 4248 (30% decline)

Today we crossed the 5460 threshold so I'm plowing 20% back into the S&P index fund.

Following the plan, but it sure feels like a move that will lose some $$ for me (at least short term). Attempting to learn some investing discipline here and not act 100% on gut.

 

[eighsse2]

No politics. I genuinely and emphatically hope this administration proves all the naysayers wrong, and this turns out to be some kind of next level economic move nobody can comprehend right now. I hope we're all shocked and mocked for doubting and end up drinking all the American Champagne from American gold-plated cis-Statue of Liberty boobs with no debt and no income taxes.

I hope.

I really don't understand what is so controversial about simply matching the rates that other countries impose on the US. I think that's what the new tariffs are, right, just matching?

They do not but feel like this is all getting too political so I am backing away.

Yeah I probably shouldn't have even said that actually.

 

[eighsse2]

No politics. I genuinely and emphatically hope this administration proves all the naysayers wrong, and this turns out to be some kind of next level economic move nobody can comprehend right now. I hope we're all shocked and mocked for doubting and end up drinking all the American Champagne from American gold-plated cis-Statue of Liberty boobs with no debt and no income taxes.

I hope.

I really don't understand what is so controversial about simply matching the rates that other countries impose on the US. I think that's what the new tariffs are, right, just matching?

Um, no. Not even close.

Less than matching?

 

[Ilov80s]

No politics. I genuinely and emphatically hope this administration proves all the naysayers wrong, and this turns out to be some kind of next level economic move nobody can comprehend right now. I hope we're all shocked and mocked for doubting and end up drinking all the American Champagne from American gold-plated cis-Statue of Liberty boobs with no debt and no income taxes.

I hope.

I really don't understand what is so controversial about simply matching the rates that other countries impose on the US. I think that's what the new tariffs are, right, just matching?

Um, no. Not even close.

Less than matching?

It’s not so much looking at tariffs as it is trade deficits. So we buy a lot of stuff from Vietnam. They don’t buy much from us so they are getting hammered here. So the way to fix it for them is to either start buying a lot of American made goods which is unlikely because that’s really expensive for them or we as Americans stop buying stuff from Vietnam.

 

[culdeus]

No politics. I genuinely and emphatically hope this administration proves all the naysayers wrong, and this turns out to be some kind of next level economic move nobody can comprehend right now. I hope we're all shocked and mocked for doubting and end up drinking all the American Champagne from American gold-plated cis-Statue of Liberty boobs with no debt and no income taxes.

I hope.

I really don't understand what is so controversial about simply matching the rates that other countries impose on the US. I think that's what the new tariffs are, right, just matching?

Um, no. Not even close.

Less than matching?

The tarrifs are literally deficit/imports and even if we have trade surplus a minimum of 10%. You can get an identical table from chat gpt in 10 seconds. It is nearly certainly where they got their figures from as some aren't totally right.

 

[(HULK)]

It is officially time to buy buy buy if you have any significant amount of money sitting around without a specific purpose.

Gold maybe.

Shelf stable foods probably.

These tariffs aren't going to go away.

 

[General Malaise]

Can't wait to start eating US grown bananas! That and a nice cup of Kansas Coffee!