Investing Thread

[Pakuni]

Analysts at Goldman Sachs are warning of diminished economic performance if former President Trump is elected and able to implement his agenda.
Trump’s plans to crack down on immigration and impose new tariffs on Chinese goods will take a chunk out of gross domestic product (GDP) growth to the tune of a half percentage point in the second half of 2025 before rebounding in the following year, Goldman analysts predicted.
“We estimate that if Trump wins in a sweep or with divided government, the hit to growth from tariffs and tighter immigration policy would outweigh the positive fiscal impulse,” they wrote in a Tuesday analysis.

https://thehill.com/business/4861677-goldman-sachs-trump-impact/

[Skatastrophy]

Looks like inflation dropped to ~2.5% so it's well under control. Good news! Inflation was indeed transitory post covid.

That means that the fed doesn't need to cut rates so much. So the market is down.

[rocky_warrior]

Looks like inflation dropped to ~2.5% so it's well under control. Good news! Inflation was indeed transitory post covid.

That means that the fed doesn't need to cut rates so much. So the market is down.

Right, this has been one of my "concerns" (not really a concern, but against people's assumptions).  If we really soft land with reasonable inflation, and reasonable job growth, the fed will just leave things alone.

That said, I think they'll cut a ¼ point here in sept.

[TSmith34, Inc.]

Right, this has been one of my "concerns" (not really a concern, but against people's assumptions).  If we really soft land with reasonable inflation, and reasonable job growth, the fed will just leave things alone.

That said, I think they'll cut a ¼ point here in sept.

We've been talking about a soft landing for like 18 months, are we not there already? If not, when would we officially land softly?

[tower912]

We haven't even been falling, so no need for a soft landing.

[SoCalEagle]

We've been talking about a soft landing for like 18 months, are we not there already? If not, when would we officially land softly?

Soft landing was completed as of last month when the Fed announced that the rate adjustment cycle is done and they will now be cutting rates. 

All is well. 

[rocket surgeon]

emerging from the "market correction" provided a nice buying opportunity for some of the obvious-
 
  nvidia, avgo, tsm, amd, amzn, gev

still butt hurt with pdd, dg, ccj, dnn and urg, as they took some big hits and seem slower to recover

gnrc is steadily climbing again.  ko and pepsi withstood the carnage and have advanced nicely

appl, meta, crm and msft are also recovering nicely

took advantage of new opportunity to get some mu which has a HUGE upside-anyone care to comment on micron technology?  yahoo analysis has a fairly large number of analysts showing strong buy(8) and buy(21) with an average price target of $157 and as high as mid $300's.  it presently sits at $90

[Hards Alumni]

emerging from the "market correction" provided a nice buying opportunity for some of the obvious-
 
  nvidia, avgo, tsm, amd, amzn, gev

still butt hurt with pdd, dg, ccj, dnn and urg, as they took some big hits and seem slower to recover

gnrc is steadily climbing again.  ko and pepsi withstood the carnage and have advanced nicely

appl, meta, crm and msft are also recovering nicely

took advantage of new opportunity to get some mu which has a HUGE upside-anyone care to comment on micron technology?  yahoo analysis has a fairly large number of analysts showing strong buy(8) and buy(21) with an average price target of $157 and as high as mid $300's.  it presently sits at $90

MU we agree, though I'm terrible at picking stocks, so ymmv.

[MU82]

took advantage of new opportunity to get some mu which has a HUGE upside-anyone care to comment on micron technology?  yahoo analysis has a fairly large number of analysts showing strong buy(8) and buy(21) with an average price target of $157 and as high as mid $300's.  it presently sits at $90

Semiconductors, generally, is a cyclical industry, prone to big rises and drops in stock prices. MU is as volatile as any of them, and some long-term, buy-and-holdish investors don't like to play with stocks like this.

Although I am that kind of investor and have generally avoided semis (I do have a little NVDA and AVGO), I have decided to play a little ... but only on my MU hoops fan terms.

So I have a limit order out there for 77 shares of MU at $77.77. We'll see if it hits!

[Skatastrophy]

MU's PE was hanging around 11 for a long time and I never pulled the trigger. US is getting their ass kicked in silicon, and chips are cyclical. I don't know enough to pull the trigger on anything in that industry, including NVDA. And I've been an NVDA customer for 20+ years.