With the market at all time highs.....

[98aggie77566]

And the government shutdown going on
With tariffs still causing some drama - China being the biggest unresolved
And potential "peace" in the middle east
And likely a few interest cuts in the next 6 months

Which one is gonna tank us.....too many tail winds....if everything lines up like I think we hope?

What did I miss?

[Matt]

t3rr0r event maybe

[copanoson]

It is like you predicted the future....

[98aggie77566]

Funny thing about all-time-highs.....at some point.....you gotta give some back.

Otherwise you are setting them every day.

I never look at a "high point" in my portfolio until it's in the rear view mirror a bit. Lately....a lot bit.

Oh but a small bump in the road....we've weathered much worse single days.

[FishingTwo]

All of them and the domestic unrest. The little $ I got not gonna matter, but appreciate all the info.

[FishingTwo]

china is at it

https://www.youtube.com/watch?v=yvtI_UmbyFI

[Kenny Powers]

Slept in late today. Woke trying to get my eyes to work and see what was happening. Very few winners. OKLO did well. As did this! https://finance.yahoo.com/quote/%5EVIX/

[Matt]

Tariff adjustment. Mini fire sale

[98aggie77566]

We haven’t had a down month since May….even surviving September which is usually a drag.

Higher highs by end of year.

[Mocity31]

This market at all time highs, is feeling tired to me. Banks had great quarters and earnings and didn't rally. Any bad news in the Tech Growth and they're getting hammered (OKLO, NFLX, Quantum Co's). Housing still sux with rates down. Precious metals, Rare earth materials and Crypto ran up and up and now pulled back and now these ridiculous meme stocks Krispy cream and beyond meat up huge, this feels like investors are running out of place to invest. I don't think we'll get a correction in the middle of this earnings cycle but the end of November I wouldn't be surprised to see a sell off. SP500 is up 14% ytd. Predictions were high single digits 7-8%
Just my observation after staying in a Holiday Inn express last night

[98aggie77566]

And an interest rate cut next week with the inflation reading coming in as expected/a tad bit better.

[The Driver]

Dec always has an adjustment with managers adjusting their portfolios and people taking losses for tax purposes. Did snag some VRT and UMAC on Wed dip.

[98aggie77566]

December is typically a solid month. Even more so when things are going decent. Folks sell the down stocks for tax harvesting….and pile on to some of those we hope to be holding. Over the last 20 yrs, December ain’t been bad at all.

[Kenny Powers]

What a day huh? come on China deal!

[98aggie77566]

And interest rates on Thursday.
And Mag7.
And the shutdown.

[98aggie77566]

Well the worm turned for the day.......question is.....for the month?

[DEXTER]

What happened to cause all the markets to be sharply down this morning?

[98aggie77566]

I think it's a little of everything said....and the fact that we are 14% up for the year already.

But November and December are important...and the media and Dems are certainly fanning every flame of possible negative they can find.

But the math will win in the end. Whether it wins in your favor or not is kinda like a game of baccarat.

[Kenny Powers]

Saw yesterday less biased news was showing the coordinated word in media this week was "affordability." It was spewing out of the mouths of Dems and MSM in an unnatural and coordinated fashion.
Amazing how media will manipulate the narrative. The few weeks before the election, the news was relatively benign and stocks were golden. Then like a well orchestrated gameplan, it was doom and gloom and a full on blitz against everything Trump, the economy, the shutdown, Burry, glorious photos of Newscum mocking the worst captures of Trump's likeness, etc. Amazing how the news can sway public opinion and market sentiment.

[copanoson]

All fundamental investing is being dictated by what media says. Fidelity, Morgan Stanley, BlackRock you've been warned!

I've said it before on here...currently, there is no certainty in the economy. The big one causing the uncertainty is the continued unknown with tariffs. Until there is a definitive answer and 12-18 months of data it is anyone's guess how they'll impact the economy. Some are starting to show up in retail items, though. It is possible most tariffs will be gone in 3 years. So, how do companies impacted by tariffs forecast and make financial decisions when 3 years from now tariffs could be a non issue, if the high court doesn't rule against them before? Next is inflation/prices aren't cooling as much as originally hoped and it is impacting how and where people spend their money.

T NEEDS a favorable trade deal with china for the economy to head in the right direction. I don't know who is more dependent on who, but something tells me the US would be more negatively impacted if sh!t went sideways (trade war). china doesn't care about the negative impacts to their citizens.