The Investment Thread (6 Viewers)

[Mr. Blue Sky]

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Hedge funds massive bet on stock market crash raises alarm for 401k's

Hedge funds have placed billions in short bets against U.S. stocks, signaling fears of a market collapse that could devastate 401(k)s and retirement savings while fueling Wall Street panic.

www.dailymail.co.uk

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At the risk of the above post appearing in any way to be “political”- as opposed to what it actually is, which is just reality- i welcome any opposing view to balance things out.. matter of fact, i honestly hope there is someone, anyone out there who is bullish on the market in 2025 .. i would love that glimmer of hope for my brokerage account .

 

[Bayouboy]

Tariffs hitting Canada, Mexico, and China today. I would not think the markets will respond in a positive way.

 

[DaveXA]

Tariffs hitting Canada, Mexico, and China today. I would not think the markets will respond in a positive way.

Possibly, but the markets have been somewhat irrational over the last several years and shrugged off repeated headline risks, i.e. the wars and conflicts, economic conditions, changes in politics and so forth and are still as high as they've ever been.

So I'm not convinced the market is gonna make any huge moves in the near term. But we'll see.

 

[bclemms]

I’m currently enjoying the irony that a Trillion dollars in capx invested in infringing IP just got wiped out by a Chinese company because they infringed on IP of the people infringing.

 

[Saint_Ward]

The Market has been kind of meh the last month, but one of my bright spots has been Dutch Brothers (BROS). They are all over out here in AZ.

I picked up some in August at $30-31/share. I sold some off a few days ago at $85/share. Currently around $82/share. They are definitely expanding. I'm not sure I'd get in at this price though, which is why I took profits.

 

[superchuck500]

The Market has been kind of meh the last month, but one of my bright spots has been Dutch Brothers (BROS). They are all over out here in AZ.

I picked up some in August at $30-31/share. I sold some off a few days ago at $85/share. Currently around $82/share. They are definitely expanding. I'm not sure I'd get in at this price though, which is why I took profits.

There are a lot of risk-off signals right now. The only pro-growth indicators seem to be related to possible tax cuts. On the corporate side, tax cuts aren't going to create investment in growth when all of the other indicators are negative. The same thing happened in 2018 . . . tax cuts right before tariffs caused many companies to use the savings for dividends and buy-backs.

Perhaps that's the design, I don't know. But it seems to me like selling the S&P becoming the trade is more likely than not over the next six months. We'll see, the market's resiliency never ceases to amaze.

 

[Turfie]

I opened a new position in Grove Collaborative in the last month or so. No debt. Declining revenues. They essentially sell reduced plastic home essentials.

On a side note. The last minute of Tilray (weed stock) was entertaining.


It was about to close at a new all time low but a massive buy order happened right before the bell.