OT: The OT Thread: False spring is the worst season of all (Warning in post 368)

[Mike McDermott]

Grinding through working today. I just love working Saturdays.

At least at this job it is one Saturday a quarter versus every Saturday like my old career. And strategically opted for today to be my Saturday so I don’t have to use a vacation day on Friday for packing before my actual vacation is a huge win.

 

[Dubi Doo]

I made the mistake of looking at one of my retirement accounts a bit ago.

So what's the play for the short-term? Should I do less risky investments with my retirement? Anyone savvy with this sort of stuff?

 

[dire wolf]

So what's the play for the short-term? Should I do less risky investments with my retirement? Anyone savvy with this sort of stuff?

This is the big question. My business partner and I were trying to figure this out the other day. Best we could come up with is investing in canned goods and toilet paper. Seriously, though, this will negatively impact pretty much everything globally. I'm not even sure if currency or metals will be safe. Anyone got any bright ideas?

 

[brian_griffin]

If you have cash on the sidelines, buy. The sell offs are short term 1 or 2 quarter earnings fears driven by uncertainty. Markets hate uncertainty. Long term, US economy regardless of which party is in control is still the best bet.

 

[Jim Bob]

This is the big question. My business partner and I were trying to figure this out the other day. Best we could come up with is investing in canned goods and toilet paper. Seriously, though, this will negatively impact pretty much everything globally. I'm not even sure if currency or metals will be safe. Anyone got any bright ideas?

Buy chickens and coops.

 

[Duddy]

Sabrebucks, they are just as valuable as everything else.

 

[CowbellConray]

If you have cash on the sidelines, buy. The sell offs are short term 1 or 2 quarter earnings fears driven by uncertainty. Markets hate uncertainty. Long term, US economy regardless of which party is in control is still the best bet.

Bingo,

Also - dont be shocked if the markets take another few days of drops. You aren't buying for 6 month return, you are buying for 3-5 year turnarounds.

If you have cash, put a buy order in for every 1,000 points the DOW drops. Tech stocks I think are a good play, continue in AI. I am not giving advice, just perspective

Markets are taking a hit in my eyes due to uncertainty that was already looming prior to the election. Consumer spend was unsustainable, and AI is continuing to push jobs overseas or out of the workforce entirely. What people dont understand is while AI will impact the markets, companies and people will adjust and in 5 years production will outpace anything we have ever seen.

Tariffs are just a cop out point for a greater issue with the US economy, which was consumer spend and debt.

I do wonder if the tariffs were a known market corrector by Trump, trying to pace a recession to his first two years and using the downturn (which hits globally) to redefine trade partnerships with countries, so when production comes back and GDP rises the US is in a better situation. Would be a hell of a risky play, but I'm trying to understand from his eyes the potential reasons to disrupt the market now.

 

[HaNotsri]

If you have cash on the sidelines, buy. The sell offs are short term 1 or 2 quarter earnings fears driven by uncertainty. Markets hate uncertainty. Long term, US economy regardless of which party is in control is still the best bet.

I think I will go for specific stocks this time.
I think amd has some nice upside if they could repeat their cpu triumph with gpu's.

American software could be hit with tariffs from the european side so those stocks kind of scare me.

Covid was way easier when you could just go broad index funds.

When it comes to US economy it will be interesting. My guess is a coalition between Russia, China and USA based on their shared values and common interests. There will be some posturing around the expansions into Taiwan and northern europe but after that it should be pretty smooth sailing and trading.

 

[hizzoner]

It would be interesting to know the "short" positions of a lot of the big money managers' personal accounts....

 

[Chainshot]

It would be interesting to know the "short" positions of a lot of the big money managers' personal accounts....

I suspect many in those circumstances shorted big.

 

[Gras]

It would be interesting to know the "short" positions of a lot of the big money managers' personal accounts....

https://x.com/PelosiTracker_

 

[MarkusKetterer]

We’re under another winter storm watch. Can winter just f*** off already? We’ve had snow since the middle of October.

 

[Chainshot]

https://x.com/PelosiTracker_

I mean, I get that it's your brand to push subtle and not so subtle parts of your political views into things, so here's one that actually has all of the crooks at the capitol listed, not just the one you don't like:

What’s Trading on Capitol Hill? - Capitol Trades

Tracking Capitol Hill politicians’ trades can provide valuable insights for your investment research. Learn about the STOCK ACT and discover our free solution to track US politician trades.

www.capitoltrades.com

 

[Gras]

I mean, I get that it's your brand to push subtle and not so subtle parts of your political views into things, so here's one that actually has all of the crooks at the capitol listed, not just the one you don't like:

What’s Trading on Capitol Hill? - Capitol Trades

Tracking Capitol Hill politicians’ trades can provide valuable insights for your investment research. Learn about the STOCK ACT and discover our free solution to track US politician trades.

www.capitoltrades.com

The twitter account tracks more than just its namesake.

 

[dire wolf]

Bingo,

Also - dont be shocked if the markets take another few days of drops. You aren't buying for 6 month return, you are buying for 3-5 year turnarounds.

If you have cash, put a buy order in for every 1,000 points the DOW drops. Tech stocks I think are a good play, continue in AI. I am not giving advice, just perspective

Markets are taking a hit in my eyes due to uncertainty that was already looming prior to the election. Consumer spend was unsustainable, and AI is continuing to push jobs overseas or out of the workforce entirely. What people dont understand is while AI will impact the markets, companies and people will adjust and in 5 years production will outpace anything we have ever seen.

Tariffs are just a cop out point for a greater issue with the US economy, which was consumer spend and debt.

I do wonder if the tariffs were a known market corrector by Trump, trying to pace a recession to his first two years and using the downturn (which hits globally) to redefine trade partnerships with countries, so when production comes back and GDP rises the US is in a better situation. Would be a hell of a risky play, but I'm trying to understand from his eyes the potential reasons to disrupt the market now.

You're over-thinking this and assuming this is a really well thought out strategy. The long-term effects of this are not knowable, but the combination of starting trade wars with the entire world - including our allies - while cutting aid, military support and international moral support (on top of our intelligence failures) is likely to precipitate new alliances among other countries that don't include us. If USA is not the driving force of stability, democracy, free markets and the leader of the Western military alliances, that is the end of American exceptionalism. China will rush in to fill some of this vacuum. This is a complete own-goal. There was literally no reason to do any of this.

 

[sabremike]

 

[Der Jaeger]

I mean, I get that it's your brand to push subtle and not so subtle parts of your political views into things, so here's one that actually has all of the crooks at the capitol listed, not just the one you don't like:

What’s Trading on Capitol Hill? - Capitol Trades

Tracking Capitol Hill politicians’ trades can provide valuable insights for your investment research. Learn about the STOCK ACT and discover our free solution to track US politician trades.

www.capitoltrades.com

Interesting site. I tried to sort by history. Does it have history of all trading done by politicians?

 

[Chainshot]

Interesting site. I tried to sort by history. Does it have history of all trading done by politicians?

Look into Unusual Whales if that's what you would like. It also isn't completely comprehensive since the Stock Act is so lax that it's only a 200 buck fine if they don't file disclosure within the 30 and 45 day timelines. NANC and KRUZ are the two ETFs that also look to emulate the different parties more recent disclosed holdings.

 

[Jim Bob]

Well, me ex is the chaperone on my youngest child's HS music department trip to Universal Studios Florida that left Saturday and gets back tomorrow.

I checked in on Saturday and my ex's initial reply was: What did I sign up for? This is like herding cats.



Checked with the kid today and he's having fun despite cracking his phone screen the first night and dealing with overuse issues with his feet from all the walking and his insistance on wearing Vans that are not build for that much walking.

 

[Chainshot]

Well, me ex is the chaperone on my youngest child's HS music department trip to Universal Studios Florida that left Saturday and gets back tomorrow.

I checked in on Saturday and my ex's initial reply was: What did I sign up for? This is like herding cats.



Checked with the kid today and he's having fun despite cracking his phone screen the first night and dealing with overuse issues with his feet from all the walking and his insistance on wearing Vans that are not build for that much walking.

Also, the sauna has returned to Florida, so that part is also probably not fun for them.

 

[Jim Bob]

Also, the sauna has returned to Florida, so that part is also probably not fun for them.

My ex is always cold, so she may like it.

Myles, not so much. But, he didn't complain about it in our text conversation today. Maybe I will hear about that when I drive him to school on Wednesday.

 

[brian_griffin]

Re: Rainbow giraffe… a possible sign “we won the trade?”

 

[TehDoak]

My ex is always cold, so she may like it.

Unsure if this is a joke or not.

 

[Chainshot]

My ex is always cold, so she may like it.

Myles, not so much. But, he didn't complain about it in our text conversation today. Maybe I will hear about that when I drive him to school on Wednesday.

My ex, instead of getting a diagnosis years ago, discovered just lately that she was anemic which was a considerable part of both her constant complaints of being cold and general lethargy. So we moved somewhere tropical, then somewhere subtropical - which my daughter and I both dislike - and THEN she found out she needed iodine and iron. So glad she's now looking at moving to the maritimes now while the rest of us are stuck in Satan's asscrack.

 

[Fly Boy]

Figured i would start to post in here again to get to know people on a more personal level after what happened to O.N.G

Today has been pretty exhausting. GF and I adopted a 3 year old dog last month and everything has been great. He gets along well with the other dog, very friendly and smart. Needs a bit of social training though. Well he had a large lump on the back of his neck that we were hoping was just a large cyst. Turns out after getting it checked, it was in fact a low grade tumor. The biopsy and surgery was going to cost in the thousands and we were really struggling with what to do. In an amazing act of kindness the shelter we got him from heard about this and offered to do the biopsy and surgery at no cost!

All this to say Bojangles went in for surgery this morning and everything came out successful. He is back at home. He's got a large scar and about 2 weeks work of healing time, but the big guy is tired as all hell and drugged out of his mind lol. He and I have been sitting in bed and he nor I have moved an inch in the last 2 hours. I still feel like i haven't breathed a relaxing breath yet today, but I'm just so thankful and happy He's alright.