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Post by illinoisfisherman on May 17, 2024 9:18:05 GMT -5
As the polls start to show Trump pulling ahead I heard the stock market will react and rise. If he is elected the markets will jump up.
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Post by nuevowavo on May 17, 2024 13:45:14 GMT -5
As the polls start to show Trump pulling ahead I heard the stock market will react and rise. If he is elected the markets will jump up.
Maybe as a kneejerk reaction, but in the long run the occupant of the White House doesn't matter to the market.
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Post by richm on May 17, 2024 14:11:46 GMT -5
I saw some stuff about D vs R prez and the stock market. I remember D prezs doing better.
Market doesnt care about Trump or Biden. They only take up space in our heads if we let them.
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Post by PolarsStepdad on Jun 4, 2024 8:02:18 GMT -5
With the exception of Apple and Google I've been out for a while. Been holding CTRA, CEG, IEO and TTE for a while. What about utilities? Only thing I've got is a little bit of Southern Co. Less than 1% of the portfolio. Most of mine is Southern. So what do the experts here say Nvidia buy or nah? Cowz?
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Post by madm002 on Jun 4, 2024 8:50:43 GMT -5
Depends on what your time horizen is. I read alot about companies pulling back on software purchases (Workday, Salesforce) until they can see what the impact of AI is. I have also read alot of varying opinions on what that will be. It feels like you are chasing if you buy now. I like the utility idea alot, bought some NEE, there is going to be alot of demand for power as data centers get built out (erroneously or not, they are building them)
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Post by PolarsStepdad on Jun 4, 2024 9:04:53 GMT -5
I'm heavily invested in Southern CO. I sold some of my underperformed Blackrock and a couple of other things to put somewhere else. My family has been in Southern for decades. It doesn't go up a whole lot (most times) but pays decent dividends 4-5% usually. At my current age (mid 40s) I'm in for the long hall.
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Post by ferris1248 on Jun 4, 2024 9:37:15 GMT -5
Depends on what your time horizen is. I read alot about companies pulling back on software purchases (Workday, Salesforce) until they can see what the impact of AI is. I have also read alot of varying opinions on what that will be. It feels like you are chasing if you buy now. I like the utility idea alot, bought some NEE, there is going to be alot of demand for power as data centers get built out (erroneously or not, they are building them) I agree. Utilities is a good place to be I think. Defense. Energy (DUK, CTRA, SO, TTE). I've got a little retail, TJX, HD. But I haven't bought any stocks in over 18 months. Last couple years have been adjusting the CD ladder so taxes don't hit me too hard. The CD wagon will run out of gas eventually but I'm into 2026 right now. You just have to do what you're comfortable with and what meets your goals.
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Post by ferris1248 on Jun 4, 2024 9:43:27 GMT -5
Only thing I've got is a little bit of Southern Co. Less than 1% of the portfolio. Most of mine is Southern. So what do the experts here say Nvidia buy or nah? Cowz? Nvidia is too rich for my blood. I do think it's still got legs and there are a ton of buys and strong buys on it.
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Post by madm002 on Jun 4, 2024 12:18:50 GMT -5
Most of mine is Southern. So what do the experts here say Nvidia buy or nah? Cowz? Nvidia is too rich for my blood. I do think it's still got legs and there are a ton of buys and strong buys on it. I agree. But after the 10 fold split coming up more retail investors can afford to buy a hundred shares and feel like they have something, so there will be an upward bias, I think.
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Post by luapnor on Jun 4, 2024 12:27:53 GMT -5
It is an interesting company. Wasn’t too long ago our governor was pushing hydrogen powered vehicles. Had one with a green paint scheme traveling around the state. The troubling thing with the company mentioned, is their historical under performing financials. I think Honda has the H thing down more so than the other big car companies. '
While there is no one on the planet that builds better cars than Mr Honda, I think Toyota is the current leader in the Hydrogen race.
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Post by ferris1248 on Jun 6, 2024 14:17:23 GMT -5
With interest rates where they are on CDs, treasuries, private equity, etc. seems like cash management is becoming more prevalent than stocks and dividends.
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Post by ferris1248 on Jun 11, 2024 7:43:08 GMT -5
"Large-cap stocks have been the clear leader in the 2024 stock market rally." "Bespoke Investment Group recently broke the S&P 500's year-to-date performance (^GSPC) into 10 baskets of 50 stocks, organized by the size of their market capitalization value. The top decile of the 50 largest stocks in the index was the only subsector to have outperformed the broader S&P 500 this year." "To Bespoke, this shows the recent trend in markets has generally been "the smaller the stock, the weaker the returns." "The move into large-cap stocks comes as investors have scaled back bets on interest rate cuts from the Federal Reserve this year amid sticky inflation reports." "The larger stocks have shown more resilience to higher interest rates in an environment where many expect rates to be held high for longer than initially expected." "That's partly because large caps have continued to post robust earnings growth. In the first quarter, research from Deutsche Bank chief global strategist Binky Chadha showed earnings for a basket of stocks labeled "Mega-Cap Growth and Tech", grew 39% compared with 5.9% year-over-year growth for the S&P 500." "This fundamental case has supported large caps when the outlook for interest rates and the trajectory for economic growth have become less certain. Meanwhile, small caps have continued to underperform no matter how interest rates move. Morgan Stanley chief investment officer Mike Wilson wrote in a weekly note to clients on Sunday night that this recent market action has him skeptical there will be a strong case for small-cap outperformance anytime soon." "We view higher rates as a clear headwind to small caps, but we're skeptical that lower rates offer a comparable benefit — a key reason we remain overweight large caps," Wilson wrote." "He added, "The economy is still expanding and trailing S&P 500 earnings growth is finally reaccelerating again led by large cap, high quality stocks." Bigger stocks are also winning the AI trade. Bespoke analyzed a group of AI ETFs to identify nearly 200 stocks that are frequently in indexes related to the AI trade." "The team found that within those indexes, stocks with a market cap over $1 trillion have returned a combined average of 41% this year, while those with market caps under $1 trillion have gained just 0.42% year to date." "Notably, Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), and Nvidia (NVDA) are the only US stocks with market caps above $1 trillion." "The early days of the AI boom were pretty broad, but recently it has been the mega-caps, driven primarily by NVIDIA (NVDA), that has been the only game in town," Bespoke's team wrote in its Monday note." finance.yahoo.com/news/the-stock-market-rally-has-been-all-about-large-caps-080019421.html
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Post by ferris1248 on Jun 11, 2024 10:19:08 GMT -5
BENGALURU (Reuters) - U.S. Treasury yields will plateau over the coming three months and then only fall modestly by year-end amid receding expectations of Federal Reserve interest rate cuts, according to a Reuters poll of bond strategists. After peaking at 5.02% in October, the benchmark U.S. 10-year Treasury note yield plummeted over 120 basis points (bps) as traders priced in as much as 150 bps of Fed rate cuts this year. Mostly-strong U.S. economic data and inflation still higher than the Fed's target have pushed financial markets to limit those expectations to only two 25-bp rate reductions this year, starting September. Economists in a separate Reuters survey shared that view, saying there was a considerable risk of only one or even no rate cuts in 2024. That repricing in interest rate futures has caused the yield to bounce back up to 4.44% currently, though the path has been volatile - traversing a near-40 bps range in just the last two weeks. "The U.S. 10-year note yield, seen roughly steady at 4.35% at end-August, is then forecast to decline to 4.23% and 4.13% in six and 12 months respectively, according to median forecasts from 55 fixed-income strategists and analysts in a June 6-11 Reuters poll." "For yields, we think it's more choppy sideways and then lower towards the end of the year. We're still in the camp of inflation pressures easing and eventual Fed rate cuts - one or two - by year-end," said Kathy Jones, chief fixed income strategist for the Schwab Center for Financial Research." "But there's going to be continued volatility because the market's reaction to every data release will remain amplified and if they don't meet expectations, we'll get a big reaction. We have to acknowledge the economy over the last couple of years has been a lot more resilient than most people expected." finance.yahoo.com/news/shrinking-fed-rate-cut-expectations-135512122.html
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Post by cadman on Jun 11, 2024 13:17:24 GMT -5
I have been doing 26-week bills and getting 5.4%. So far the 6 month bills have given me the best return. I have two CDs at over 5%. The little bit of stocks I have are in dividend-paying stocks.
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Post by OhMy on Jun 11, 2024 19:52:02 GMT -5
Cash 20% (money market fund yielding 5.25%) Stocks 80% - all managed by Fisher Investments, U.S. equities. I told them they could have the money as long as they beat the S & P 500, and so far they have, after their 1.25% fee. Bonds 0%. And I was a Wall Street bond trader for 30 years. They are ripping you off. .79% fee my money management company charges me and the company has beat the S&P for the last 20 years.
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