Investing Thread

[rocky_warrior]

The market is doing fine.

Inflation is also doing fine (based on my shopping lists... So much more expensive).

Devaluing the dollar is also doing fine, based on my companies expected average salary increase, it's a bit better (salary increase).

But the devaluing of the $ has made us lose more than market or salary gains.

[MU Fan in Connecticut]

The market is doing fine.

Inflation is also doing fine (based on my shopping lists... So much more expensive).

Devaluing the dollar is also doing fine, based on my companies expected average salary increase, it's a bit better (salary increase).

But the devaluing of the $ has made us lose more than market or salary gains.

FWIW, I saw an article yesterday noting that people will finally start to see "noticeable" tariff inflation this month. 

[Uncle Rico]

Herm's lunch partner is gloomy

https://www.yahoo.com/finance/news/jamie-dimon-says-inflation-employment-152521711.html

[The Sultan]

Herm's lunch partner is gloomy

https://www.yahoo.com/finance/news/jamie-dimon-says-inflation-employment-152521711.html

Hey but at least Goose will finally be right.

[MU82]

Not saying Dimon will be wrong - I mean, there's always the "next recession" eventually - but he has been a voice of doom and gloom for many years now. Had investors heeded his warnings, they would have missed out on significant gains.

[Jockey]

Not saying Dimon will be wrong - I mean, there's always the "next recession" eventually - but he has been a voice of doom and gloom for many years now. Had investors heeded his warnings, they would have missed out on significant gains.

The only money Jamie Dimon cares about belongs to Jamie Dimon.

[Uncle Rico]

The only money Jamie Dimon cares about belongs to Jamie Dimon.

That's very true when it came to tipping Herm after our round of golf

[Jockey]

That's very true when it came to tipping Herm after our round of golf

whose clubs did Herm carry? Yours or Jamie's?

[Uncle Rico]

whose clubs did Herm carry? Yours or Jamie's?

I've seen Herm's perv posts, he wasn't allowed near my clubs

[MU82]

Visa and Mastercard stocks down about 5% each today after a report said Amazon and Walmart are considering stablecoin payment systems that would bypass traditional payment rails.

Overreaction IMHO. Few actually see this happening anytime soon. Seems more like a negotiation ploy by Amazon and Walmart.

[rocky_warrior]

New strategy to me.  I'm not planning on doing anything differently, but will be in interesting to watch:

https://www.marketwatch.com/story/quant-funds-are-about-to-plow-a-massive-amount-of-money-into-stocks-just-as-the-s-p-500-approaches-record-territory-3d80070d

I do have some funds to move around (sell / relocate) in the next few months, if the indexes do see a bit of a surge, will likely try to play the market timing game.

[TSmith34, Inc.]

Musk once again proving that while he is quite brilliant at taking other people's idea and enhancing, commercializing, and promoting them, he is an utter dumbass about just about everything else.

[The Sultan]

https://www.cnbc.com/2025/07/02/adp-jobs-report-june-2025.html

Private sector hiring unexpectedly contracted in June, payrolls processing firm ADP said Wednesday, in a possible sign that the economy may not be as sturdy as investors believe as they bid the S&P 500 back up to record territory to end the month.

Private payrolls lost 33,000 jobs in June, the ADP report showed, the first decrease since March 2023. Economists polled by Dow Jones forecast an increase of 100,000 for the month. The May job growth figure was revised even lower to just 29,000 jobs added from 37,000.

[Uncle Rico]

https://www.cnbc.com/2025/07/02/adp-jobs-report-june-2025.html

Private sector hiring unexpectedly contracted in June, payrolls processing firm ADP said Wednesday, in a possible sign that the economy may not be as sturdy as investors believe as they bid the S&P 500 back up to record territory to end the month.

Private payrolls lost 33,000 jobs in June, the ADP report showed, the first decrease since March 2023. Economists polled by Dow Jones forecast an increase of 100,000 for the month. The May job growth figure was revised even lower to just 29,000 jobs added from 37,000.

Sounds like the government will be hiring soon, so that'll help.

[Jockey]

If you majored in Gestapoism, jobs will be easy to find.

[Uncle Rico]

If you majored in Gestapoism, jobs will be easy to find.

Moving all my assets into coal and oil

[NCMUFan]

Moving all my assets into coal and oil

Congratulations!

[TSmith34, Inc.]

Moving all my assets into coal and oil

Industries of the future! Along with cemeteries, probably.

[tower912]

That will take care of the housing shortage.

[NCMUFan]

That will take care of the housing shortage.

But decrease real estate.

[tower912]

Even better.

[Uncle Rico]

Industries of the future! Along with cemeteries, probably.

Bought Nike and Lulemon at 10:20, sold it at 10:55

[TSmith34, Inc.]

Bought Nike and Lulemon at 10:20, sold it at 10:55

1. Impose idiotic tariffs
2. Later, announce "trade deal" that is far, far worse than before the tariffs were imposed
3. Declare victory

And somehow the market seems to fall for this stupidity every time

[Uncle Rico]

Can you smell that smell?  Oooh, that smell, that smell of inflation all around us.

[Jay Bee]

Can you smell that smell?  Oooh, that smell, that smell of inflation all around us.

Biggest driver is #muMbb ticket price increases