Kinda messed that up but yeah.
Add to that
How it’s managed and the rules it has to operate within.
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Stock Market
- Thread starter pmclaine
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Add to that
How it’s managed and the rules it has to operate within.
Active portfolio management has worked well for almost everyone recently (Cathie Wood being a notable exception). We'll see how well that holds up if the market ever undergoes a correction lasting more than a week or two.
Yep, but not as much as I'd like to see a 50% dip.
That’s just it.
Most (I’ll admit in guessing but it seems correct) just throw money into some passive fund.
"Most" is likely accurate - there are 70 million 401(k) accounts with maybe $10 trillion in assets, plus pension funds and so on. I'd some that the vast majority of that is not being actively managed. Of course, this has worked out fine in the past - inflation-adjusted returns on the S&P are north of 7% adjusted for inflation (albeit with fake CPI numbers), so a passive approach is far preferable to making dumb decisions or not investing at all.
Active vs. Passive Funds: Performance, Fund Flows, Fees
We assessed the long-term success rates of active vs. passive funds. Here are the categories that stood out and the ones that fell short. Download the report.
www.morningstar.com
I’m not talking active vs passive funds.
I’m talking passive funds vs self managed.
Do you know WHY money is moving out of large cap growth into other areas?
Also that info is 7 months old.
Let’s not cherry pick either.
You could go back to the glory days of Cathy Woods and compare it to a passive fund. Not much of a point in what was being discussed.
Fact is, we all KNOW what’s coming and those “funds” are locked into their rules and drop as low as the market will go.
In fact there will be fools that take that ride to the bottom and then sell. Little chance they make it back as when the bounce back comes they will have sold.
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And to be clear and with full disclosure half my money is in “those funds”.
The other I manage
Furthermore I’m not telling anyone what to invest in or how to manage their money.
I am telling them to educate themselves as to where their money is, what it’s in, how it’s managed and most importantly WHERE WE ARE right now.
The other I manage
Furthermore I’m not telling anyone what to invest in or how to manage their money.
I am telling them to educate themselves as to where their money is, what it’s in, how it’s managed and most importantly WHERE WE ARE right now.
GM had over 1,000 software engineers. LOL
The moves come two months after former Apple Inc. executives David Richardson and Baris Cetinok were promoted to senior vice president roles in the group.
“As we build GM’s future, we must simplify for speed and excellence, make bold choices, and prioritize the investments that will have the greatest impact,” GM said Monday in a statement confirming the cuts, without specifying how many people were affected. GM declined to say how much the reductions will reduce its overall software engineering workforce.
The moves come two months after former Apple Inc. executives David Richardson and Baris Cetinok were promoted to senior vice president roles in the group.
“As we build GM’s future, we must simplify for speed and excellence, make bold choices, and prioritize the investments that will have the greatest impact,” GM said Monday in a statement confirming the cuts, without specifying how many people were affected. GM declined to say how much the reductions will reduce its overall software engineering workforce.
Took a stake in RXRX below $7. I like the business model. Fundamentals are, eh but I think they’re past the worst. Feels like some upside with price targets around $14.
Wallstreet Breakfast: Job growth in the U.S. for the 12 months ending March is expected to have been much weaker than estimated. Some fear the preliminary benchmark revision, which will be published by the Bureau of Labor Statistics this morning, may even be as large as a million, which would translate into over 80K payrolls per month. It could also spur calls for deeper interest rate cuts amid concerns that the Fed may have waited too long to start its easing cycle, putting another spotlight on Jerome Powell's Jackson Hole speech on Friday.
I do not trust any of the "reports" as they always seem to be "quietly" revised afterwards with little fanfare by the legacy media
Or they may have downgraded to spur interest rate cuts before election
I do not trust any of the "reports" as they always seem to be "quietly" revised afterwards with little fanfare by the legacy media
Or they may have downgraded to spur interest rate cuts before election
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Investors going balls-deep into shorting the VIX just as it comes off what appears to be a cyclical low point makes me think that we're overdue for a robust housecleaning. Such stupidity should be offensive to anyone with ethics and common sense.
I'm not TERRIBLY worried about a massive correction outside of some major geopolitical trigger which throws all the long term investing strategies(watching the 50/200dma and the death and golden crosses) out the window...
The chart is S&P 500 over the past ~3 months.
Bollinger bands are wide so not indicating a massive move(when they narrow it indicates a move is about to happen up or down, they dont REALLY predict that). The S&P has a bit to go to hit the top of the band in its current WIDE state. If it pierces the top I would predict a small correction(or maybe a big correction). Top of the Bollinger band is currently ~5718... S&P 5636.
S&P above the 50.
50 above the 200 pretty widely so I dont see a death cross happening for quite some time. BUT they are slowly starting to come together.
My dad's friend who is filthy rich explained long term S&P investing to me like 15 years ago saying "its like riding an escalator and playing with a yoyo"... He then went on to explain Bollinger bands, 20day, 50 day, 200day, death cross, golden cross, and probably a laundry list of other shit. He said "nobody can time the market, even the guy who looks like he timed the market perfect lost a million or two(or more) as the market turned and he got out(or in)."
The chart is S&P 500 over the past ~3 months.
Bollinger bands are wide so not indicating a massive move(when they narrow it indicates a move is about to happen up or down, they dont REALLY predict that). The S&P has a bit to go to hit the top of the band in its current WIDE state. If it pierces the top I would predict a small correction(or maybe a big correction). Top of the Bollinger band is currently ~5718... S&P 5636.
S&P above the 50.
50 above the 200 pretty widely so I dont see a death cross happening for quite some time. BUT they are slowly starting to come together.
My dad's friend who is filthy rich explained long term S&P investing to me like 15 years ago saying "its like riding an escalator and playing with a yoyo"... He then went on to explain Bollinger bands, 20day, 50 day, 200day, death cross, golden cross, and probably a laundry list of other shit. He said "nobody can time the market, even the guy who looks like he timed the market perfect lost a million or two(or more) as the market turned and he got out(or in)."
Attachments
Not much to say - the economy is so bad that the Fed needed to make a 0.5% rate cut but so good that markets are at all-time highs. Graph goes up and to the right towards infinity.
same gov that 'accidentally' reported 1 million (800,000 ish) more jobs than what was really created
IF Trump takes office, the gov will finally start reporting accurate numbers. Watch the FED raise rates just to fk Trump. They did it before, they'll do it again.
Everything is fine, get in the food line. Joy
IF Trump takes office, the gov will finally start reporting accurate numbers. Watch the FED raise rates just to fk Trump. They did it before, they'll do it again.
Everything is fine, get in the food line. Joy
It would be nice to suddenly have a government that could be trusted but I don't think it comes to pass that easily.
Here in the central Ohio area there has been lots of new single family homes going up the last 3 years along with a huge number of apartment complexes. Because of my work I travel a lot around the area and get to see things. Talking with realtors and other individuals who are in the know so to speak , say the demand is still ahead of the supply. People with low interest rate mortgages aren't selling, that's happening all around the country. Prices are still high for single family homes as well as everything else. Clients I have that have children in their 20's and 30's having tough time getting first time single family homes due to low supply, cost and interest rates. Just my observations.
In the short term, and maybe as long as Kackles & Co. are in charge, I assume the rental market will outpace the housing market.
To your point location location location. In a 2 hour drive I can find communities in FL with 30% price drops in the last year(Cape Coral) or setting new price per sq. ft. records still in pockets of Tampa with new bidding wars ensuing as of last week. Latest data from June still a net migration of 1,050 people per day coming to FL. Sigh.
Seeking Alpha is a site that specializes in dividend stocks. You can get a number of free articles before they want you to join.
Know a decent amount waiting for price drop in central Ohio, doubt it’s coming though.
Nothing going to come down price wise in the real estate market. At this point it would take a real recession or real estate crash like in 08/09.
Just my opinion.
Depends on the price range Honestly imo....
in Utah any starter home or home 650ish and under the market is still way hot, that 700-1.2 market is cooled significantly...lots of price reductions and homes starting to sit past 90 days in that bracket
I understand and agree with what you're saying. I just think real estate shot up at a very high rate last few years, way above the historical rate of appreciation. I just don't see it going back down at near the same rate. I saw what home prices for homes right around where my wife and I live do last 3-4 years, mind blowing valuation and sales price increases.
For sure I don't see a 30% correction but Im def seeing 10% right now it seems like in that 700+ range.
I almost put an offer on one last week that was initially listed for 1.1 mil back in June. Currently listed at 865... Was going to offer 785 and see what happens lol
Worst they can do is tell you no or go pound sand.
My thought is the people that are spending in those upper ranges of prices that you've mentioned would just rather build exactly what they want if they can't find one that is close to what they want.
Also the higher the price the fewer buyers that are in the income bracket that can afford them.
That's true but in Utah land is getting scarce to build on and the people who still have it know it... It's very common to see random .25 acre plots going for 500k-800k. Building moratoriums prevent growth up the mountains and the lake bed on the other side are limiting factors here
Location , location, location. as a realtor would say. That and supply and demand.
Correct to me it's that middle upper middle class pinch. Not quite enough to swing up to 1.5mil comfortably. I agree the folks that can go above that dgaf and live on the east side of the mtns anyway. There is def a slow down in that middle upper end of the market lots more supply currently
Kind of a PSA here.
I did a search for the s&p 100 ranked by dividends.
Excellent free results.
There is a world of dividend stocks beyond the S&P 100 or 500. There are "growth dividend" stocks that pay a small dividend but there are other stocks, ETFs, and so on that pay significantly more dividends but are not "growth" - also more risk. All depends on what your goal is.
Anyone remember the dates of two key events prior to the '08 crash?
- the 50 BPS rate cut
- the corresponding ATH for the S&P
- the 50 BPS rate cut
- the corresponding ATH for the S&P
