*Investors Blog*

[JHZR2]

From October 9th
QQQ @ $437 + 21 %
FGKFX + 25 %

What’s the breakout of winners vs losers in that index though? While to one angle if it’s doing well, who cares, looking at it from the other angle, if it’s mainly losers and barely breaking even companies, then…

Same with the S&P…

 

[Warstud]

What’s the breakout of winners vs losers in that index though?

I'm guessing Equal weighted vs Non E.W.

 

[Dave Hess]

What’s the breakout of winners vs losers in that index though? While to one angle if it’s doing well, who cares, looking at it from the other angle, if it’s mainly losers and barely breaking even companies, then…

Same with the S&P…

Talking about losers….. tons of zombie companies in the Russell 2000 that are on life support.

 

[SC Maintenance]

Talking about losers….. tons of zombie companies in the Russell 2000 that are on life support.

That's where the narrative breaks down though. There supposed to be the AI customers. Insurance, banks, medical, consumer goods. AI will supposedly spread to the companies that are already digitized, which are them.. Since it will then require less staff, it should also be deflationary which is also a macro problem - lessen consumption. So who will buy this AI if not them? AI can't clean a hotel room or change oil.

Of course the stock market does not equal the economy, and the blow off top will go on for a very long time - because there is still trillions of dollars slopping around that needs to be used up.

 

[Warstud]

So what’s the cycle we’re talking about here then? A natural one, or an artificial situation fueled by printed money.

Someone on here mentioned about the money printing and how the average schmuck was happy getting a $600 check, while billionaires were doubling accounts. The damage from all this stuff will be long-lasting.

But so long as folks think they’re fat and happy because 7-10 companies (essentially the new masters to all the happy serfs) are skyrocketing, all is well.

Another cycle Low will happen around the 3rd week of June . Per Stan Harley . Write that down

 

[Dave Hess]

Another cycle Low will happen around the 3rd week of June . Write that down

I’ve got some cash on the sidelines for the 3rd week of June….

 

[SC Maintenance]

Another cycle Low will happen around the 3rd week of June . Per Stan Harley . Write that down

I can loose plenty between now and the 3rd week in June.

I need a bank failure or two so I can get a deal on BAC preferreds.

 

[Ronin73]

If your trying to move your own money into "cash" then it will boil down to what the broker offers. Usually a money market, although some are much better (fidelity) than others (Schwab) about how its handled - ask me how I know.

If your in some sort of retirement plan I presume they have a money market option, but its possible not - in which case something like a "short term government bond" - with the key word being "short term" might be as close to "cash" as you can get. You don't want any duration risk - like a regular bond fund. You would need to look at your options. Also be careful because in that case they may have a minimum deposit time - like 7 days or something - again it depends on the fund.

Now if its some economist or talking head - the federal reserve defines cash as "cash, checking deposits, and other types of deposits that are readily convertible to cash such as CDs."

Thanks. Yes, in my retirement plan, I have two money market options:

TIAA-CREF Money Market Fund (Retirement)-Mutual Funds Mix and CREF Money Market Account (R1)-Variable Annuities Mix​

I am not sure which one would be better, but if things ever get bad, I want to protect as much of my nest egg as possible, so being able to move a large portion out of equities into one of these makes me feel better. I only have 8 more years to go before retirement. Of my 100% mix, 50% is in the TIAA Traditional (Guaranteed) and 50% is in Equities. If things got bad, I wouldn't want to put more in the traditional (which would keep it safe) because I couldn't later move that out back to equities. So, the money market seems like the best option in that instance.

 

[zzyzzx]

I need a bank failure or two so I can get a deal on BAC preferreds.

Any particular ones? BACRP? Something else?

 

[SC Maintenance]

Any particular ones? BACRP? Something else?

We talked about it here a while back. I only really have access to one of them through Schwab BAC/PLB

I really don't understand why some brokers have some, and some a different one, or maybe there the same but called something different?

https://bobistheoilguy.com/forums/threads/investors-blog.351194/post-6716849

 

[99Saturn]

We talked about it here a while back. I only really have access to one of them through Schwab BAC/PLB

I really don't understand why some brokers have some, and some a different one, or maybe there the same but called something different?

https://bobistheoilguy.com/forums/threads/investors-blog.351194/post-6716849

Weren’t you considering moving your account(s) elsewhere (thinking Fidelity)? Did you decide against it?

 

[Pablo]

I own BAC PR L and B

Watch and make sure under par

 

[alarmguy]

From October 9th
QQQ @ $437 + 21 %
FGKFX + 25 %

What’s the breakout of winners vs losers in that index though? While to one angle if it’s doing well, who cares, looking at it from the other angle, if it’s mainly losers and barely breaking even companies, then…

Same with the S&P…

Mostly matches the NASDAQ itself, up roughly 20% from 10/9/2023

 

[SC Maintenance]

From October 9th
QQQ @ $437 + 21 %
FGKFX + 25 %

Mostly matches the NASDAQ itself, up roughly 20% from 10/9/2023

NVDA market cap has increased more than the entire market cap of TSLA since the first of this year. Its greater than the market cap of the entire US energy sector stocks.

The Market Cap of the Mag 7 are greater than the combined market cap of the entire Japan, Canada and UK stock markets.

Look up a chart of CSCO from 1999 to see how it ends. Or maybe Lucent?

 

[alarmguy]

From October 9th
QQQ @ $437 + 21 %
FGKFX + 25 %

Mostly matches the NASDAQ itself, up roughly 20% from 10/9/2023

Well, isnt this funny. I check this account maybe a couple times a year as it isnt my spec Roth. Same exact result, mix of index funds both S&P 500 and Nasdaq 100
So now I am nervous, because this is kind of sweet for an account I do nothing with. When is the party going to end? *LOL*
I REALLY HAD NO CLUE.

 

[Dave Hess]

NVDA market cap has increased more than the entire market cap of TSLA since the first of this year. Its greater than the market cap of the entire US energy sector stocks.

The Market Cap of the Mag 7 are greater than the combined market cap of the entire Japan, Canada and UK stock markets.

Look up a chart of CSCO from 1999 to see how it ends. Or maybe Lucent?

I was telling my older brother about the Y2K CSCO and NVDA of today.

You have to take profits and head for the exits.

 

[Bill7]

Asking for advice on companies to add to a buying list of Artificial Intelligence (AI) stocks whose stock prices have the potential to go up 100x over the next decade. Looking for small and mid cap companies, not the ones in the magnificent 7.

 

[Warstud]

From October 9th
QQQ @ $437 + 21 %
FGKFX + 25 %

Mostly matches the NASDAQ itself, up roughly 20% from 10/9/2023

Yep .... QQQ is Nasdaq 100

FGKFX is Fidelity Growth Company Top Ten Holdings

 

[alarmguy]

Yep .... QQQ is Nasdaq 100

FGKFX is Fidelity Growth Company Top Ten Holdings

View attachment 203258

So when is the insanity going to stop?
Or is today’s stocks, gonna look cheap compared to next year at this time?

 

[JHZR2]

From October 9th
QQQ @ $437 + 21 %
FGKFX + 25 %

Mostly matches the NASDAQ itself, up roughly 20% from 10/9/2023

You mean like two companies (AMZN and META iirc) carrying the thing while most everything else is negative? Or was that just the S&P?

Honestly I haven’t looked in a few days.