The Investment Thread

Kinda to my point ^^^^^^


Airlines are already cutting 1st Q forecasts amid slower demand. As we continue down the path of uncertainty, folks simply wont book flights to travel 6 months out not knowing what their personal economy will look like. ( aka own financial outlook )


Delta slashed their 1st Q by 50% - thats not normal.

 
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Kinda to my point ^^^^^^


Airlines are already cutting 1st Q forecasts amid slower demand. As we continue down the path of uncertainty, folks simply wont book flights to travel 6 months out not knowing what their personal economy will look like. ( aka own financial outlook )


Delta slashed their 1st Q by 50% - thats not normal.


It's almost like when you create a system which syphons wealth from the low and middle classes, then those folks can't keep buying your products without going into debt.

NSFW language

 
It's almost like when you create a system which syphons wealth from the low and middle classes, then those folks can't keep buying your products without going into debt.

NSFW language



he aint wrong. I listened for about 15 min.

See that on a micro level- just take homes.

There is a lack of inventory for "first time homebuyers" locally- gone are the 1200-1400 sq ft "starter home" that has relatively benign interior fixtures/accents ( carpet, corian/formica countertops etc etc ) that sold for $150,000-$200,000, replaced by a GLUT of 1800-2200 sq ft homes with custom showers/baths, hardwood floors, stainless steel appliances, built in surround sound, etc etc that go for $280,000-400,000.

Thats what an emerging young adult is faced with- strap yourself ( even if you can qualify ) with a house note that is beyond your means or dont own. Meanwhile you are renting at $1100-1400/mo, building ZERO wealth because thats pretty much all you can afford, yet cannot save.

Whereas 24 years ago, that $1400/mo rent was actually my house note on our first home, 1320 sq ft for $155,000 @ 5.25% interest. I was building equity. Not tossing it away to some apartment complex.

Those starter homes dont make the profit margin the custom 2000 sw ft home does, so builders got away from them.
 
Yesterday was one of my largest swing trades of my life. Had 50 option contract calls for SPXS which is the triple leveraged bear EFT for the SP500.

With a mix of uncertainty of tariffs, reduction in government waste and bloated spending, (which if you are being honest is just liquidity going into the economy and is being removed as a function of DOGE), and on top of that far less money going out to other countries and the reduction in federal employment, there is only one direction the market can go, and that is definitely a big correction.

For the past 2 years the stock market and economy has been flush with cash from all kinds of sources and a lot of that being from tax dollars. With all that being cut out, it was pretty obvious what was going to happen.
 
i have lost 10% of my investments in just under 45 days.

My FA on vacation from last Tues thru tomorrow. LOL my timing is absolutely horrible when it comes to market stuff.

Im def gonna be looking at Euro funds/defense funds
I picked up a German Def company RNMBY a couple weeks ago, still adding. I wish I had thought about starting a position earlier.
 
I sold out of about half my portfolio on Monday. No regrets so far. I'm not big into "timing" the market, 1) because generally just staying long on good stocks works out better, and 2) as a rule, I'm really bad at timing. But I'm really nervous about getting into anything right now. Wondering if I just put that money into home improvements or something.
 

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