Investing Strategies. What is your move?

First qtrly loss since 2015(?)


I think the online shopping market is not being dominated by Amazon like it was. Walmart and others are making big gains. On most things I order I just go direct to that company website. The prices are competitive.

Just a single observation but I used to see the Amazon vans about 4-5 times a day in my community. Now it’s 1-2. Definitely less traffic.
 
I think the online shopping market is not being dominated by Amazon like it was. Walmart and others are making big gains. On most things I order I just go direct to that company website. The prices are competitive.

Just a single observation but I used to see the Amazon vans about 4-5 times a day in my community. Now it’s 1-2. Definitely less traffic.
Agree.

I think people are starting to see as I have said before. Amazon is an overpriced **** market of mostly Chinese wares. Why pay so much money for garbage?
 
Agree.

I think people are starting to see as I have said before. Amazon is an overpriced **** market of mostly Chinese wares. Why pay so much money for garbage?

Impulsive buying habits and they don’t have to leave their house.
Just click and ____ arrives to their doorstep.

Have some cash for those upcoming down days.
 
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More problematic news for the economy as we close out this week. GDP is shrinking and Personal Consumption Expenditure (PCE) rose at a fast pace with core PCE up 6.6%. The government blames lagging wages. 🙄

With inflation running at the real rate of 17.15%, one has to wonder, where is the Fed? The World Wonders. Where is the April rate hike?

This is quickly becoming a Charlie Foxtrot. ( Pardon my language)


http://www.shadowstats.com/

https://www.cnbc.com/2022/04/29/the-feds-favorite-inflation-gauge-rose-5point2percent-in-march.html
 
Investing in the markets using borrowed money is hardly ever a good idea. Sure, some have done it and succeeded. Those are the people that talk about it. The majority stay quiet because they lost most or all of their money.

One example I bring up from time to time is the secular bear market of 1966 to 1982. How would one invest in this kind of market? Would you take out a loan and put money into it?

When will the next secular bear market happen?


Edit: Note the date this article was written. Things were much different then. Apply today’s conditions and you might see some correlation with that 66-82 period.



https://awealthofcommonsense.com/2014/06/1966-1982-stock-market-really-bad/
Majority of the people "talking about it" or "asking for a friend" has not much nested eggs to afford a margin call, so they probably should invest their own money instead of borrowing and leveraging like a billionaire that can get a bail out from other billionaire friends.
 
Maybe a 50 year mortgage…. ?

Bankers:
”If you worry you’ll be dead in 50 years….. Don’t worry your family will just inherit the property.“

:unsure:
We will be like Japan in 30 years, basically. Stagnation, real estate outside medium to small cities abandoned, large cities stagnant and not worth much over inflation (near 0). Young people gave up on career just try to live frugal and low stress, not wanting to get married or have children, people aging away.
 
In all seriousness I'm pondering leaving my job and cashing out my 401(k), company pension (by getting a lump sum), everything, and then hunkering down, because I think it's all really going to hit the fan. Talking about investments long-term doesn't make sense when you look at global events and the inflation here in the US.
I took a respite several months ago.
Dumped a whole bunch of anxiety and life is good.
I will return someday but not now.
You guys are the ones people here blame for "moving back to their parents' basement instead of finding a job".... Congratulations.
 
You guys are the ones people here blame for "moving back to their parents' basement instead of finding a job".... Congratulations.
I am responsible for making money and paying my way in life and not any welfare plans for the lazy.
 
At that all hands meeting it was annnounced that there will be no layoffs but the WSJ left out the rest of the sentence and which is “in the next six months” at which the deal will be finalized.

If the deal would have been declined the share price would have plummeted.
Tell me one company that guarantees no layoff for way longer than 6 months, I haven't seen one these days.
 
Tell me one company that guarantees no layoff for way longer than 6 months, I haven't seen one these days.
Especially in High Tech with its cyclical business. There are no guarantees. High risk is a given. There is no fair.
Personally, I could care less about Twitter. Every analyst sez Tesla's biggest risk is the loss of their CEO.
Musk outworks just about everyone on the planet as it is. Focus Elon focus!

Just my 2 cents... But what do I know? I ain't the richest man in the world... Ha!
 
Amazon down big after hours.
Maybe consumers are curbing their online NON necessary spending due to inflation of necessities things like food, gasoline and housing ?

70% of our GDP is consumer spending. Lots of folks on a tight budget are circling the wagons and going into hunker down mode.
Most of AMZN's value is in AWS, and if all the "tech" (just software startup really), bust in a crash then the demand will slow down.

However, in the long term AMZN (AWS in particular but most of AMZN is too) is well managed, fast moving. Until I see them start chasing profit and cutting cost in labor (laying off expensive high performing people instead of underperforming affordable people), I think they will be fine. As soon as they hire an accountant or sales CEO, start cutting cost instead of laying off under performer, they will be the next HP, Cisco, or Intel (pretty trashed these days).
 
Especially in High Tech with its cyclical business. There are no guarantees. High risk is a given. There is no fair.
Personally, I could care less about Twitter. Every analyst sez Tesla's biggest risk is the loss of their CEO.
Musk outworks just about everyone on the planet as it is. Focus Elon focus!

Just my 2 cents... But what do I know? I ain't the richest man in the world... Ha!
He bought Twitter just as a media hedge against trash talking politicians and media outlets. Same reason Uncle Jeff bought WaPo. That's how you know someone has "made it" and cannot be messed with, so don't use that as a way to price the market.
 
We will be like Japan in 30 years, basically. Stagnation, real estate outside medium to small cities abandoned, large cities stagnant and not worth much over inflation (near 0). Young people gave up on career just try to live frugal and low stress, not wanting to get married or have children, people aging away.


I can see that happening as well. Everyone will be living in a 60 square meter 2DK.
 
The only reason Amazon showed the loss was a paper write off of just over $7 billion that they lost in their investment in the EV maker Rivian
Yeah it still amazes me how corporate heads can lose $7 billion in investment but it’s a one time loss or they would’ve had a couple billion dollar profit.
With that said just the fact that they made such a poor decision could be a leading indicator of additional poor decisions in the future, who knows?
Though it might be a good time to buy the stock
 
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I can see that happening as well. Everyone will be living in a 60 square meter 2DK.
Not in Japan anymore. From what I heard, outside of Tokyo things are pretty affordable, most people who wants to be close will pay the same for smaller space and most people who want to raise a family and will commute 1 hr a day, live in the suburb.

Nobody lives with as much space as the US population but we are currently in the urban flight due to work from home culture, and hyper inflation in real estate just masked that (along with the under building since 2008, we were in a short supply).
 
Majority of the people "talking about it" or "asking for a friend" has not much nested eggs to afford a margin call, so they probably should invest their own money instead of borrowing and leveraging like a billionaire that can get a bail out from other billionaire friends.
I left the check box asking for the ability to trade on margin unchecked...no thank you!
 
In all seriousness I'm pondering leaving my job and cashing out my 401(k), company pension (by getting a lump sum), everything, and then hunkering down, because I think it's all really going to hit the fan. Talking about investments long-term doesn't make sense when you look at global events and the inflation here in the US.
Say what? No one has any idea what the future holds but most people have historically called it incorrectly. This is a terrible idea - it's timing the market not just with this years IRA contribution but all your chips. As bad as it seems this is ultimately "more of the same" and with exception of WW3 the current economic climate in temporary. If it is WW3 then your portfiolio will be the least of your concerns and liquidity will be the least of your concerns as well.
 
What about us old folks ? We're both 65 , retired , and tired of watching our retirement account balance dwindle . According to our guy at Edward Jones we are invested fairly conservatively so the curve isn't very steep but it's still going down . In my opinion , we're too old to wait for better times and we'll never live long enough to make up for the losses . I don't want to be 80 yrs old and making 25% return ...
 
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