Stock Market bubble - will crash

[Ron_Artest 1,217]

5 minutes ago, Horseman said:

Fundamentals don't change. They're consistent and back tested through the entire history of the stock market, every correction, every crash, every scenario.  It's common knowledge that a trade war isn't going to change up things worse than world wars, financial crisis, global pandemics, tech bubble, housing crisis.  It doesn't matter. You'd have to think the world was practically going end because of Trump. That's some serious TDS you got going on. 

Reballancing is a fundamental.  If you'd known about it you would have done it automatically.  It doesn't require guesswork or emotion.  When equities are down 11%+ and bonds didn't change its hard for me to imagine a portfolio that wouldn't be out of whack from its target percentages. You're missing out on adding to your number of shares by automatically selling high and buying low.  For example. But it's pretty clear you're not very well educated in finance, you should ask for your money back for your minor.  

I'm talking about the fundamentals of the economy you stupid blowhard   I'm not talking about the 100 year market return, jesus.

I know about rebalancing. I rebalanced last December.  Didn't want to in April.  I know you're a trained buy on the dip monkey who's read a couple of investing books and thinks he's smart.  You professed your admiration for Bill Miller for fücks sake

[Ron_Artest 1,217]

Court struck down the tariffs.

To the moon!

[thegeneral 3,065]

Tomorrow’s opening shaping up very nicely.TACO!!

And hold those gains NVDA / AAPL!!

[Ron_Artest 1,217]

1 minute ago, thegeneral said:

Tomorrow’s opening shaping up very nicely.TACO!!

And hold those gains NVDA / AAPL!!

TACO is over.  The court stole his lunch money

Tariffs are illegal!  We won!

[thegeneral 3,065]

TACO Thursday has a nice ring to it. Let’s get that nice heater going. Loaded up and ready to watch the crops yield some gains!!

[Horseman 2,430]

12 hours ago, Ron_Artest said:

I rebalanced last December.  Didn't want to in April.

You rebalanced at the peak but decided you didn't feel like it when equities were down 25%+ plus from those highs?  HFS 

The emotion-investor just defeated the whole purpose of rebalancing. 

100% definitive proof you're a bumbling idiot. 

[Ron_Artest 1,217]

8 minutes ago, Horseman said:

You rebalanced at the peak but decided you didn't feel like it when equities were down 25%+ plus from those highs?  HFS 

The emotion-investor just defeated the whole purpose of rebalancing. 

100% definitive proof you're a bumbling idiot. 

I only look at rebalancing twice a year.  Otherwise set it and forget it.  Sound long term investing principle.

Under extreme circumstances I will look at buying the dip.  Thought about it here, decided not to as I thought we would go much lower.  Got the TACO trade wrong, oh well.  I didn't lose any money.

So tell me, you watch your allocations every day and rebalance anytime they deviate?  How many times a year do you rebalance?

[jbycho 707]

13 minutes ago, Horseman said:

You rebalanced at the peak but decided you didn't feel like it when equities were down 25%+ plus from those highs?  HFS 

The emotion-investor just defeated the whole purpose of rebalancing. 

100% definitive proof you're a bumbling idiot. 

That guy is a complete idiot. 

[Hardcore troubadour 15,118]

2 minutes ago, jbycho said:

That guy is a complete idiot. 

He supposedly has a job. I don’t see how. 

[jbycho 707]

Just now, Hardcore troubadour said:

He supposedly has a job. I don’t see how. 

I don't see it in the least. 

[Horseman 2,430]

10 minutes ago, Ron_Artest said:

I only look at rebalancing twice a year.  Otherwise set it and forget it.  Sound long term investing principle.

Under extreme circumstances I will look at buying the dip.  Thought about it here, decided not to as I thought we would go much lower.  Got the TACO trade wrong, oh well.  I didn't lose any money.

So tell me, you watch your allocations every day and rebalance anytime they deviate?  How many times a year do you rebalance?

I'd suggest setting a target percentage like 5% max for your allocations to be off so you don't miss out if the market becomes volatile like it has been the past couple of months.  

I've rebalanced 3 times during this little "trade war" so far.  The volatility provided a nice little opportunity to increase my number of shares all around.  And I posted about it numerous times, you just dont listen because you're an emotional investor.   

And you did lose money....compared to me.  

[Maximum Overkill 1,842]

Our cities are burning  

[thegeneral 3,065]

What a disappointing day. 

[easilyscan 902]

If a ruling isn't in by Monday, I might buy a couple 100 GGLS to hedge.

https://www.aol.com/finance/fate-googles-search-empire-now-190530223.html

[Horseman 2,430]

15 hours ago, easilyscan said:

If a ruling isn't in by Monday, I might buy a couple 100 GGLS to hedge.

https://www.aol.com/finance/fate-googles-search-empire-now-190530223.html

I might liquidate the little remaining I have left.  The article doesn't do it justice, it's not just the search monopoly, it's their algorithms and manipulating its users.  They really are the evil empire. Then again I have a bunch of MSFT sitting around somewhere too.  We let big tech get too big and too powerful.  

[easilyscan 902]

5 minutes ago, Horseman said:

The article doesn't do it justice, it's not just the search monopoly, it's their algorithms and manipulating its users.  They really are the evil empire. 

I agree, & over the years, I've seen many postings by very smart/articulate people stating how Amazon does the same type of things to assure they show up 1st in search.

Problem is, the regulatory groups don't punish them severely enough when they're caught. Goldman Sachs is a perfect example. Those shysters got caught red handed some years ago. They were telling half their whale clients to go long a certain equity, & telling the other half to short it. This resulted in huge gains for the firm. The SEC fines them 10 million, slaps them lightly across the wrist, and tells them never to do this again. LMAO

I went from a loss of around 3K on Google a month or two ago, to gains of almost 12 K. Problem is, it's in a taxable account and for reasons I won't go into, I can't afford 12 K in ST capital gains this year. That's why I'll be buying Direxion Daily GOOGL Bear 1X to protect my gains, instead of selling.

 

 

 

  

[Horseman 2,430]

36 minutes ago, easilyscan said:

I agree, & over the years, I've seen many postings by very smart/articulate people stating how Amazon does the same type of things to assure they show up 1st in search.

Problem is, the regulatory groups don't punish them severely enough when they're caught. Goldman Sachs is a perfect example. Those shysters got caught red handed some years ago. They were telling half their whale clients to go long a certain equity, & telling the other half to short it. This resulted in huge gains for the firm. The SEC fines them 10 million, slaps them lightly across the wrist, and tells them never to do this again. LMAO

I went from a loss of around 3K on Google a month or two ago, to gains of almost 12 K. Problem is, it's in a taxable account and for reasons I won't go into, I can't afford 12 K in ST capital gains this year. That's why I'll be buying Direxion Daily GOOGL Bear 1X to protect my gains, instead of selling.

 

 

 

  

Good idea, then tax harvest whichever is down year end.  Like you Im stuck with MSFT in a taxable account. AMZN and GOOG are in a retirement though and I still have shares from early 2000s but I've sold 85% plus the past several years.  I feel better letting index funds do the heavy lifting in retirement.  

 

[lickin_starfish 1,908]

5 hours ago, easilyscan said:

Problem is, the regulatory groups don't punish them severely enough when they're caught.

The regulatory groups work for the enemy. It's a big club, and we ain't in it.

[easilyscan 902]

23 hours ago, lickin_starfish said:

The regulatory groups work for the enemy. It's a big club, and we ain't in it.

Don't you know it!

 

 

[Hardcore troubadour 15,118]

23 hours ago, lickin_starfish said:

The regulatory groups work for the enemy. It's a big club, and we ain't in it.

Fo sho

[Ron_Artest 1,217]

50% steel tariffs announced over the weekend.  Steel stocks surged.

https://www.cnbc.com/2025/06/02/steel-stocks-surge-after-trump-doubles-steel-tariffs-cleveland-cliffs-jumps-25percent.html

Let's see if the taco trade holds, tariffs come off and stocks come back down.

Trade.

[Maximum Overkill 1,842]

2 minutes ago, Ron_Artest said:

50% steel tariffs announced over the weekend.  Steel stocks surged.

https://www.cnbc.com/2025/06/02/steel-stocks-surge-after-trump-doubles-steel-tariffs-cleveland-cliffs-jumps-25percent.html

Let's see if the taco trade holds, tariffs come off and stocks come back down.

Trade.

Our Cities are burning  

[Horseman 2,430]

1 hour ago, Ron_Artest said:

50% steel tariffs announced over the weekend.  Steel stocks surged.

https://www.cnbc.com/2025/06/02/steel-stocks-surge-after-trump-doubles-steel-tariffs-cleveland-cliffs-jumps-25percent.html

Let's see if the taco trade holds, tariffs come off and stocks come back down.

Trade.

I'm sorry I called you an emotional investor. You're not an emotional investor, you're an emotional poster. You're a set it and forget it investor which is probably the best thing for your knowledge level. 

[thegeneral 3,065]

NVDA = Beast

Creating multi-millionaires everywhere. 

[Horseman 2,430]

New tariffs went into effect and the market didn't even flinch this time.  

[Ron_Artest 1,217]

2 minutes ago, Horseman said:

New tariffs went into effect and the market didn't even flinch this time.  

 

[Horseman 2,430]

On 5/2/2025 at 4:19 PM, Ron_Artest said:

This is your last chance to get out before it's too late.

[jbycho 707]

7 minutes ago, Horseman said:

That is classic. 

[Ron_Artest 1,217]

1 hour ago, Horseman said:

It's still not over but there is always

Are you on record as we're going to the moon?

[Horseman 2,430]

1 minute ago, Ron_Artest said:

It's still not over but there is always

Are you on record as we're going to the moon?

No, only morons say chit like that.  

[jbycho 707]

 

1 hour ago, Horseman said:

I think you broke gutterboy. He's stammering. 

7 minutes ago, Ron_Artest said:

It's still not over but there is always

Are you on record as we're going to the moon?

 

[thegeneral 3,065]

On 5/1/2025 at 7:16 AM, thegeneral said:

Let’s get a health check…

I’m down 7% YTD in my main account that I sweat over. 

Down 2.5% in my set it and forget it old man investments account

Down 18% in my gambling account

Have DCA’d in all these accounts. Individual stocks and index funds so eventually will see some bountiful crops I hope!

One month later:

Main account is just a tick below zero YTD, like a quarter percent hopefully even after mutual funds update tonight.

Old man account is in the green at 1.6%

Gambling account dragging asss at -12%

[WhiteWonder 2,703]

3 hours ago, thegeneral said:

One month later:

Main account is just a tick below zero YTD, like a quarter percent hopefully even after mutual funds update tonight.

Old man account is in the green at 1.6%

Gambling account dragging asss at -12%

So... it's a you problem. Gambling account is more or less on you to be a better stock picker. But it's recovered some, at least.

[Horseman 2,430]

Definitely a you problem. If you're not green YTD right now you aren't following several of the fundamentals like being adequately diversifed, rebalancing and keeping a very low expense ratio.  The S&P 500 is up 1.6% YTD.  A monkey with a low cost S&P ETF is green right now.  

[thegeneral 3,065]

16 minutes ago, WhiteWonder said:

So... it's a you problem. Gambling account is more or less on you to be a better stock picker. But it's recovered some, at least.

Yeah. This year has had some swings and misses in that gambling one. My gambling account is probably 5% of my whole enchilada.

[Gepetto 1,324]

I gained 4% in the last seven weeks. That's subtracting out contributions first of course. Well, 3.8% gain to more precise. I edited this as I mistakenly said in one month before, but it was over the last seven weeks.

[easilyscan 902]

One Day Late!

Own 288 shares of Tesla with a basis of $15.14

 

About 1.5 months ago I thought it was over valued, so I bought Graniteshares 2x Short TSLA Daily ETF (TSDD)

Got my arse handed to me as Tesla rallied immediately after. Sold them at a loss about a month ago.

Now I thought Tesla was even more overvalued. Since this is a taxable account, and I realized a loss on TSDD, I'd have to wait 31 days to buy them back, or it would be a wash sale violation.

 

So I put a reminder in my phone to consider buying again 31 days later.  That day just happened to be today.

As I type, TSLA is down about $46.00 (13%) & TSDD is 30.00 +6.63 +(28.42%) Dayum

 

Broadcom reports after the bell. This is probably the most important chip stock next to Nvidia.

[thegeneral 3,065]

1 hour ago, Horseman said:

Definitely a you problem. If you're not green YTD right now you aren't following several of the fundamentals like being adequately diversifed, rebalancing and keeping a very low expense ratio.  The S&P 500 is up 1.6% YTD.  A monkey with a low cost S&P ETF is green right now.  

Going back 1 year up 17% and change beating monkey index funds by a tidy margin. I like to live dangerously.

[Horseman 2,430]

12 minutes ago, thegeneral said:

Going back 1 year up 17% and change beating monkey index funds by a tidy margin. I like to live dangerously.

Are you subtracting your contributions when calculation your percentages?  Whats your expense ratio?  

[easilyscan 902]

Hope no one is heavily into Lululemon

LULU

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