Anybody buying today? Or waiting longer?

[davidsa]

I've made an exchange and 2 buys today. All to position my portfolio in a stronger historical position for an extended downturn in the market.

[NitroZ7]

I bought a little BNDX today but that is it.

[davidsa]

another horrible day

[mossie3]

If you are buying for the short term, you are gambling on a tweet or a truth. Long term, the market could take 5+ years to recover from crashing if we continue down this tariff path.

[NitroZ7]

If you are buying for the short term, you are gambling on a tweet or a truth. Long term, the market could take 5+ years to recover from crashing if we continue down this tariff path.

5 years may be optimistic if the S&P turns into the Nikkei from the 1990s. The bond market is not behaving well and all of a sudden there are concerns over the safety of our bonds and debt. This time could be different.

[Boondock]

Is brutal, I tried to buy some nvda but after I put my limit order it went up a bit.

so much for slowing/stopping Inflation. Btw gas prices are up in our area (2.99-3.19) egg prices have down a tick either…

This “winning” sure sucks

[Bassin08]

Everybody is rowing in different directions and that never works. It’s one I gotcha after another.

[TownesZ21]

I would give everything i own for a crystal ball.. I was pulling small amounts from fixed income but , I think there will be better entry points in the near futrure..but one tweet can change everything..lol

Facts, and either way!

[TownesZ21]

another horrible day

Another horrible tweet.

[TownesZ21]

Is brutal, I tried to buy some nvda but after I put my limit order it went up a bit.

so much for slowing/stopping Inflation. Btw gas prices are up in our area (2.99-3.19) egg prices have down a tick either…

This “winning” sure sucks

[davidsa]

5 years may be optimistic if the S&P turns into the Nikkei from the 1990s. The bond market is not behaving well and all of a sudden there are concerns over the safety of our bonds and debt. This time could be different.

None of us has crystal ball and we all wish we did. Yesterday I was helping one of my children prep for a financial scholarship interview. I googled S&P500 50 year returns and a chart provided by macrotrends provided history since 1930. In talking that chart, I found we have three really bad periods in history where a high in a year was not re-touched again for a long time. From memory- roughly 1930 to 1950, 1969 to 1982, 2000 to 2010. So a $100 investment on Jan 2000 was still worth $100 on Jan 2010 roughly. If you look at the chart overall and the 15 year run we have been on, it would suggest a cooling off period either now or in the near future. Suggest you guys take a quick look at this chart if you have not studied. I'd studied last 35 years quite a bit but never full history.

[NitroZ7]

None of us has crystal ball and we all wish we did. Yesterday I was helping one of my children prep for a financial scholarship interview. I googled S&P500 50 year returns and a chart provided by macrotrends provided history since 1930. In talking that chart, I found we have three really bad periods in history where a high in a year was not re-touched again for a long time. From memory- roughly 1930 to 1950, 1969 to 1982, 2000 to 2010. So a $100 investment on Jan 2000 was still worth $100 on Jan 2010 roughly. If you look at the chart overall and the 15 year run we have been on, it would suggest a cooling off period either now or in the near future. Suggest you guys take a quick look at this chart if you have not studied. I'd studied last 35 years quite a bit but never full history.

There was a retirement video I was watching and the person said they were holding 10 years of cash in retirement precisely because of those periods.

[davidsa]

Attaching a video I watched this morning with Jack Bowers. I've taken Jack's newletter for about 20 years. He has an engineering background I believe and he tends to look at things differently then most pure financial background people. If you don't want to watch, my takeaway is that the market is in a 4-6 year moderate gain environment and tariffs are not the core reason. He comments the bond markets response to tariffs is likely a better read as it has less emotion and more professionals involved

https://www.youtube.com/watch?v=sRonn8WuYgI

[boneil]

Sounds like we're walking back our hard lined stance on tariffs and Powell's job is safe. We probably bottomed

Weak economic data will probably start to show in coming weeks which will allow the Fed to cut. And we probably avoid the 2 quarters of negative gdp to avoid a recession

[NitroZ7]

Sounds like we're walking back our hard lined stance on tariffs and Powell's job is safe. We probably bottomed

Hopefully you are right but it just takes one tweet

[boneil]

Hopefully you are right but it just takes one tweet

Bessent needs to hide his phone

[NitroZ7]

Bessent needs to hide his phone

Yep.

[kmanbear]

[QUOTE=davidsa;13910879]Attaching a video I watched this morning with Jack Bowers. I've taken Jack's newletter for about 20 years. He has an engineering background I believe and he tends to look at things differently then most pure financial background people. If you don't want to watch, my takeaway is that the market is in a 4-6 year moderate gain environment and tariffs are not the core reason. He comments the bond markets response to tariffs is likely a better read as it has less emotion and more professionals involved

with all do respect… SINCERELY… If you are getting your information from internet videos, you are screwed! I honestly dont mean to offend… but seriously! Buy a subscription to the Wall Street Journal… it’s owned by Rupert Murdoch (Fox News) but still very unbiased! Best 400 bucks you will spend a year (if your wealthy enough to be on a Bass Boat Stocks and investing forum)

[TownesZ21]

Sounds like we're walking back our hard lined stance on tariffs and Powell's job is safe. We probably bottomed

Weak economic data will probably start to show in coming weeks which will allow the Fed to cut. And we probably avoid the 2 quarters of negative gdp to avoid a recession

That's the pivot I asked/hoped for in the pizza thread, hopefully it sticks.

[kmanbear]

Sounds like we're walking back our hard lined stance on tariffs and Powell's job is safe. We probably bottomed

Weak economic data will probably start to show in coming weeks which will allow the Fed to cut. And we probably avoid the 2 quarters of negative gdp to avoid a recession

bottomed, seriously… we are barely 4 months in… it’s not like he’s hiring the “Whiz Kids”, it’s only the bottom of the barrel,that will unequivocally kowtow to him. Who will be the next Sec Defense? Bill O’ Reilly, or a 24 year old kid with a Tic Toc account? This nonsense, hasn’t even started! We are destroying our brand as the land of opportunity. The repercussions will be long lasting, and severe. I hope to hell I’m wrong, but you don’t pull the pin on a grenade, drop in down your pants, and pray God protects you… I’ve always believed, “don’t bet against the USA”, I still do, but it might take 15-20 years to come back from this nonsense…