I don't even get out of bed in the morning unless the DOW moves 1500.At the point now when a 2% drop is a low volatility day
I can’t, if somebody can give the cliffs notes.Listen to Brian Belski right now on CNBC
Very important to understand….this point I cannot stress enough.I can’t, if somebody can give the cliffs notes.Listen to Brian Belski right now on CNBC
Preliminary data from PitchBook for the fourth quarter of 2024 shows that, in value terms, 50.8% of global VC funding was deployed in AI-focused companies, almost double its share from the same quarter of 2023. By number of deals, VC investment into AI-focused companies fell by 16.6% over the same period, but due to a declining number of total VC investments, AI’s share of deals still rose from 21.4% to 25.9%.
It’s not just pure politics though - it’s also looking down the road at potential state of the economy under current policies.Very important to understand….this point I cannot stress enough.I can’t, if somebody can give the cliffs notes.Listen to Brian Belski right now on CNBC
Do not let your political views cloud your long term investment judgment.
That’s all I am going to say.
Emotional bearishness sentiment is so strong right now.
Hang in there.
Intel can't do it. AMD can't do it. No way China can just up and do this.nvidia looking to be in a bad position as china is rapidly moving to develop in house chip development with tarriff moves. as china has demonstrated several times already, when they decide to build a capacity for in house support they do it and do so quickly.
point being, Nvidia may be on the cusp of losing the china market.
Downturns are never normal.It’s not just pure politics though - it’s also looking down the road at potential state of the economy under current policies.Very important to understand….this point I cannot stress enough.I can’t, if somebody can give the cliffs notes.Listen to Brian Belski right now on CNBC
Do not let your political views cloud your long term investment judgment.
That’s all I am going to say.
Emotional bearishness sentiment is so strong right now.
Hang in there.
Not arguing against “buying low” but this isn’t just any normal correction.
I mean not too much can be done but to ride it out.
My worry is that we haven't even seen any of the bad effects of the tariffs.
- Inflation
- Reduced capital expenditure from fortune 500 companies
- Increase in US Debt due to 30 year bond interest rates
When people start seeing these effects will the market continue to go down or by the time these effects are realized the market should be stabilized. On one hand the market is supposed to be forward looking, however the market didn't really start tanking until tariff's went into effect. So this kind of goes against the forward looking aspect.
I still think the market will tank caused mainly by NVDA and AI market tanking.
On the venture capital front as soon as they quit pumping money into these companies that will be a major source of income for nvidia that will dry up. Also, not just the venture capital. Fortune 500 companies today are investing in AI, however investments by fortune 500 companies is going to go down over next few quarters and software/AI teams are going to part of those cuts. This will further weaken nvidia's market.
Preliminary data from PitchBook for the fourth quarter of 2024 shows that, in value terms, 50.8% of global VC funding was deployed in AI-focused companies, almost double its share from the same quarter of 2023. By number of deals, VC investment into AI-focused companies fell by 16.6% over the same period, but due to a declining number of total VC investments, AI’s share of deals still rose from 21.4% to 25.9%.
![]()
AI dominates venture capital funding in 2024
Half of all VC invested worldwide in the fourth quarter went to AI-focused companieswww.fdiintelligence.com
Well of course, but that's not what I asked. Feels like a lot of people are poo pooing this idea that we are headed towards a bear market. That means they either think we are stagnating and not really moving meaningfully in one direction or the other OR that we are moving toward a bull market. If you're of the former opinion, no harm, no foul. If you're of the later opinion, I'm merely asking for the evidence that we are moving in that direction. I don't see it. Financials mean very little in a situation like this one where emotion is ruling the day.Fortunes are made in Bear Markets........let's leave it at that.So what are the data points and evidence that we are closer to a bull market than a bear market?
@Todem I got clipped again for "trolling" talking about emotion being the driver right now. Be careful
I like UNH, AMZN, JPM, GS, DE. Looking for safety but also a chance at strong gains once the tide turns again. Chase quality.I'm ready to dip my toes again but NFLX isn't cooperating so I'll need to look elsewhere.
Stopped in here to see what bargains people were shopping for... seems like everyone in here is expecting a continued fall? ... or just in "wait and see" mode.
Nothing worth a nibble?
Sold up around 125%Late Thursday purchased Sqqq calls.![]()
I'd be looking at stocks outside the US or ones where foreign revenue is more stable currencies than USD dominate their P&L. GBP, EUR, CHF, etc.I like UNH, AMZN, JPM, GS, DE. Looking for safety but also a chance at strong gains once the tide turns again. Chase quality.I'm ready to dip my toes again but NFLX isn't cooperating so I'll need to look elsewhere.
Stopped in here to see what bargains people were shopping for... seems like everyone in here is expecting a continued fall? ... or just in "wait and see" mode.
Nothing worth a nibble?
Agreed. I just listed US companies but I’ve poured a lot into VWO and VXUS. Those are my top two international ETFs.I'd be looking at stocks outside the US or ones where foreign revenue is more stable currencies than USD dominate their P&L. GBP, EUR, CHF, etc.I like UNH, AMZN, JPM, GS, DE. Looking for safety but also a chance at strong gains once the tide turns again. Chase quality.I'm ready to dip my toes again but NFLX isn't cooperating so I'll need to look elsewhere.
Stopped in here to see what bargains people were shopping for... seems like everyone in here is expecting a continued fall? ... or just in "wait and see" mode.
Nothing worth a nibble?
We are currently in a bear market by my account. The rip downward from the top has been quite dramatic. Bear markets can be quick as history has shown.Well of course, but that's not what I asked. Feels like a lot of people are poo pooing this idea that we are headed towards a bear market. That means they either think we are stagnating and not really moving meaningfully in one direction or the other OR that we are moving toward a bull market. If you're of the former opinion, no harm, no foul. If you're of the later opinion, I'm merely asking for the evidence that we are moving in that direction. I don't see it. Financials mean very little in a situation like this one where emotion is ruling the day.Fortunes are made in Bear Markets........let's leave it at that.So what are the data points and evidence that we are closer to a bull market than a bear market?
@Todem I got clipped again for "trolling" talking about emotion being the driver right now. Be careful
This is at least a mini bubble, in my opinion. When the tariff dam breaks this will drop heartily.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
It will be ugly when that corrects again one day.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
I've been boosting gold for several pages, and even I agree with this. I closed my calls at +95%. I was confident the price would increase, but I'd be shopping for a beach house if I had any clue it would go this high this fast.It will be ugly when that corrects again one day.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
The amount of people buying it through Costco and whatever is going on with international shipments have seemed weird to me.This is at least a mini bubble, in my opinion. When the tariff dam breaks this will drop heartily.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
Ok...thanks for the clarification. I agree almost entirely. All it takes is a comment and single action and we're back to where we were. The stuff with interest rates and the like is just a big distraction.We are currently in a bear market by my account. The rip downward from the top has been quite dramatic. Bear markets can be quick as history has shown.Well of course, but that's not what I asked. Feels like a lot of people are poo pooing this idea that we are headed towards a bear market. That means they either think we are stagnating and not really moving meaningfully in one direction or the other OR that we are moving toward a bull market. If you're of the former opinion, no harm, no foul. If you're of the later opinion, I'm merely asking for the evidence that we are moving in that direction. I don't see it. Financials mean very little in a situation like this one where emotion is ruling the day.Fortunes are made in Bear Markets........let's leave it at that.So what are the data points and evidence that we are closer to a bull market than a bear market?
@Todem I got clipped again for "trolling" talking about emotion being the driver right now. Be careful
Self inflicted though…..prior to the Tarriff announcement fundamentals were still positive for full year 2025.
Were we due for a pull back? Absolutely.
Was anyone thinking we would see a self inflicted kick in the balls short term and if things don’t move in a meaningful positive direction it can be a longer period of pain and mild to moderate recession? Yeah.
We just had two amazing years and 4 out of the 5 last years were highly positive (despite the Pandemic panic).
Yet despite all this self inflicted pain we have a chance a window for lack of a better term to get out of this and still have a positive year and the base case I posted a ways back states that.
But right now? Pessimism is raging and dominating every headline and to me if you are long term you should be feasting on great stocks when they present themselves with great value.
I am still in the camp we will come out of this year positive……as crazy as that may sound to some.
I am not thinking the economy will be trainwrecked intentionally and that is what is being pumped daily on social media and the news.
So again…..opinions are like ******** and I think we will look back on this 6 months from now as the Tarriff Tantrum.
Good luck everyone.
The threats from China to those entering "negotiations" with the US didn't help either. I was kinda surprised that the comments were made. Clearly China smells blood.Things I'm interested in:
1. The Meta anti-trust trial. I think Facebook sucks as a product and Instagram is AMAZINNG. Really hope insta gets spun off. I'm not sure I buy the government's theory of the case, but I'm hoping. Zuck et al clearly and unequivocally engaged in anti-competitive behavior. That's beyond dispute. But Meta as a monopoly? Not sure about that one. Zuck also has an ace in the hole. He'd hoped that relationship would get him out of the trial, but that influence can swoop in at any time.
2. How the market reacts to every day we don't have a trade deal. I sort of went in to the pause thinking it was the worst of both worlds. I think we may be seeing a 78 day period where the market throws a fit every few days as the deadline gets closer. It doesn't seem like the EU or China are even sitting at the table. The reports from the meetings with Japan cannot inspire confidence. I think it was the Japanese news + Powell news + being one day closer that gave us the market we had today.
Whats a stock to bet against gold?This is at least a mini bubble, in my opinion. When the tariff dam breaks this will drop heartily.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
It will be ugly when that corrects again one day.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
Whats a stock to bet against gold?This is at least a mini bubble, in my opinion. When the tariff dam breaks this will drop heartily.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
This is at least a mini bubble, in my opinion. When the tariff dam breaks this will drop heartily.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
Found GDXD.Whats a stock to bet against gold?This is at least a mini bubble, in my opinion. When the tariff dam breaks this will drop heartily.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
Inverse ETFs?![]()
Intel can't do it. AMD can't do it. No way China can just up and do this.nvidia looking to be in a bad position as china is rapidly moving to develop in house chip development with tarriff moves. as china has demonstrated several times already, when they decide to build a capacity for in house support they do it and do so quickly.
point being, Nvidia may be on the cusp of losing the china market.
It's like saying China will just replicate what TSMC can do.
2623This is at least a mini bubble, in my opinion. When the tariff dam breaks this will drop heartily.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
I mean.....it was $2,623 on Jan 1 before this tariff tantrum so what's your figure when this dam breaks?
Not a big gold guy…..I admit that.It will be ugly when that corrects again one day.$3,430/Oz gold.
In April 2020 when Covid was shutting us all down, it was $1,700/Oz.
I find this fascinating.
To be fair, you probably said this when in hit $1,700 too.
$2,622
I mean.....it was $2,623 on Jan 1 before this tariff tantrum so what's your figure when this dam breaks?
So when is the next 10% green day? Asking for a friend...
It's a relief rally - not much news here.Weird...used to be a lot of activity around here on green days.
this - we've seen a few days like this over the last three months and the next day doesn't look so great.It's a relief rally - not much news here.