*Investors Blog*

[Nessism1]

A nice couple of weeks, indeed.

Any thoughts about how Trumps Big Bill will affect the market? I'm thinking it will boost it, but not sure.

 

[tbm5690]

A nice couple of weeks, indeed.

Any thoughts about how Trumps Big Bill will affect the market? I'm thinking it will boost it, but not sure.

Tax cuts = economic stimulation. I'm a buyer.

 

[Pablo]

Del Monte chapter 11

FDP largely unchanged

 

[Dave Hess]

Microsoft has 9000 layoffs. These were not low paying jobs.

https://www.cnn.com/2025/07/02/tech/microsoft-layoffs-9000-employees


Markets will keep hitting new highs this year.

 

[gfh77665]

MSFT laying off 9000 (about 5%) is a bullish indicator. They become a bit leaner and meaner, with some marginal performers let loose. Their payroll decreases and the remaining 95% are inspired to higher levels of productivity.

Although I follow the SPX, I believe the DJIA can make a solid run at 50K by years end.

 

[Dave Hess]

I agree.

 

[Dave Hess]

https://www.cnn.com/2025/04/29/business/ups-job-cuts

Economy is slowing, UPS wants to cut 20,000 jobs and close 73 buildings.

 

[Pablo]

Senior bonus deduction!

yes!!

 

[joekingcorvette]

Too many naysayers on this. What does the market do historically? It goes up. If you don't need the money keep it in the market.

 

[ArrestMeRedZ]

Senior bonus deduction!

yes!!

Yeah, but it starts phasing out at $150k. Which means I can't rollover to my Roth this year.

 

[Dave Hess]

Economy eventually crashes on the current administration.

Have cash for buying opportunities.

https://layoffs.fyi/

 

[Pablo]

Yeah, but it starts phasing out at $150k. Which means I can't rollover to my Roth this year.

Stay poor my friends

 

[Pablo]

Economy eventually crashes on the current administration.

Have cash for buying opportunities.

https://layoffs.fyi/

You been saying that for awhile. Eventually you will be correct

 

[Dave Hess]

Pablo,

What stocks are you keeping an eye on from the BBB ?

​

 

[Pablo]

Pablo,

What stocks are you keeping an eye on from the BBB ?

​

From the BBB? None

I don’t follow many stocks

Some BDCs, lots of odd income and options funds, bonds, etc

 

[Dave Hess]

MAGA looks like a promising stock.

LGB also has possible growth.

 

[Dave Hess]

You been saying that for awhile. Eventually you will be correct

Yes, I’ve been saying that but lots of $$$ was pumped into economy and propped everything up.

Covid cash extended the markets and then we had AI craze (I’m near all time highs).

A ‘natural’ recession is a good thing…… instead of never ending extend and pretend.

 

[alarmguy]

Im tempted to pull out for the rest of the summer. Except for WMT
Have a 40+% unrealized gain in META since around last June/sept and might be time. However I LOVE the company and ... well, you know, I know I will own it again but what if it keeps going up?

Amazon was always a short term trade to just stay 100% invested. Not losing anything at the moment and no big gain.
Small reprieve from tariff talk ... and who knows what is next.

 

[Dave Hess]

Im tempted to pull out for the rest of the summer. Except for WMT
Have a 40+% unrealized gain in META since around last June/sept and might be time. However I LOVE the company and ... well, you know, I know I will own it again but what if it keeps going up?

Amazon was always a short term trade to just stay 100% invested. Not losing anything at the moment and no big gain.
Small reprieve from tariff talk ... and who knows what is next.

How are you playing the BBB trade ?

WMT is great to hold, so is COST.

 

[Pablo]

Im tempted to pull out for the rest of the summer. Except for WMT
Have a 40+% unrealized gain in META since around last June/sept and might be time. However I LOVE the company and ... well, you know, I know I will own it again but what if it keeps going up?

Amazon was always a short term trade to just stay 100% invested. Not losing anything at the moment and no big gain.
Small reprieve from tariff talk ... and who knows what is next.

Sure or hedge.

Here are the latest holdings in two of my loosy goosey IRAs. As I said, crazy stuff but doing fine.

Symbol
FDRXX**
BCD
BILS
BUXX
CTA
DFP
FSK
FZDXX
GOF
GSST
HTGC
IBHE
IEP
INCM
INFO
MSTY
NMFC
PDI
PDO
QQQI
QQQX
SGOV
SOFR
TBIL
TCBIO
UUP
VGLT
-VGLT250815C55
WFCPRL
WRBPRE
SPAXX**
BACPRB
BGB
BILS
CII
FZDXX
IGSB
JBND
MSDL
OBIL
OMAH
PAXS
PTY
QDVO
SCYB
SPHY
THTA
VGLT
-VGLT250815C55
-VGLT250815C56
XDTE
XFLT
FZFXX**
FZFXX**
3133EREJ6
AMZY
ARDC
BILS
BIZD
CSHI
GSBD
HYGW
IGSB
KBDC
NML
NPFD
OBDC
-OBDC250718C15
TLTW
TLTW
YLD
FDRXX**