MARKETS,Anybody even yet?

[olds442jetaway]

Still hovering at up about one percent for 2025. I see interest rates slowly descending the rest of 2025. Since at this point I’m looking for income over growth, to offset the interest rate decline, I just added a good size position in AWF which I have owned since 1995. I paid 10.75 a share which is exactly what I paid nearly 30 years ago. It is still paying 7.3 percent monthly dividends. I’ll take it. The original position I had was free by 2009 factoring in 13 years of dividends. I don’t know about the rest of the Country, but here in Ct, living expenses are out of control. Things like 20 percent annual increases in auto and home owners insurances, grocery, health care and other insurances way up, and City taxes jumping to close to 20 percent in one year too. Wealthy New Yorkers downsizing and moving to Ct have driven prices of houses way up, but that only helps if you are going to sell. Believe it or not, an 1100 square foot 5 room ranch home on a small lot will run you 400,000 bucks if not more in my neighborhood. A 2500 sq foot Colonial will have you parting with 800,000 bucks if not more.

[FAA]

+1.4, +1.8, +2.3%. Nice Monday money.

[olds442jetaway]

Don’t post the plus days. We pay for it on the following day . More peaks and dips than an old Wooden roller coaster which were great in their day!! Day traders can make or lose a lot of money in this market.

[wildman49]

If you have 40 mins this video is about history repeating itself.

https://www.youtube.com/watch?v=lKvFDZPe95M

[dinghy]

If you have 40 mins this video is about history repeating itself.

https://www.youtube.com/watch?v=lKvFDZPe95M

You know what definitely repeats itself? This guy and his channel.





If you like this guy, you'll love Steven Van Metre:

https://www.youtube.com/channel/UCRIQM- ... Zsw/videos

[dinghy]

Van Metre's channel goes back about 6 years. Initially he did normal commentary, and those videos got about 100 views. Eventually he started wearing a crown, and now his video thumbnails depict open-mouthed politicians or CEOs surrounded by flames. These days, he gets 100k views.

I haven't looked much at his actual advice, but afaik he's been a deflationist during an inflationary period. I think he's been a TLT bull throughout the bond bear market. Here's a 2021 tweet where he recommended TLT over GDX:

https://x.com/MetreSteven/status/1438884043236397058

Since then, TLT -35%, GDX +50%.

[FAA]

Yes, I’ll just ignore the notable positive days. Horrible -10% NASDAQ year. I cannot be any more numb. I fear for 2025-26. Things should recover by 2027 in a best case scenario.

[olds442jetaway]

Speaking of scenarios here’s one that’s quite possible. There is a huge interest payment coming due soon on the national debt just about $1 trillion. Right now, if Trump were to borrow, he would have to pay close to 5% as the market keeps sinking up and down ups and downs, slanted more toward downs. He could probably borrow at closer to 4%. I don’t think he’s going to have any luck with an early cut to interest rates with Powell. Anyway, that’s my take on a quite possible scenario. If I’m right, after the government makes the interest payment the market could very well rebound sooner than later. All Trump would have to do is play a few more games with the tariffs and either exempt more things or eliminate some of them all altogether.

[tech58]

Rooting out and stopping just half of the graft, corruption, inefficiency, and outright theft of federal funds, takes care of the $1 Trillion problem .

The tariffs will definitely cause pain and disruption short term but trade imbalances have bled our economy for far too long and cannot be allowed to continue!

The first country that can no longer survive without taking advantage of unfair trade imbalance to pillage the American economy and agrees to level the field, will be the first of a long line of countries ready to follow suit. Hopefully a World Free Trade Era will result and bring China to their knees.

[olds442jetaway]

. Imagine what isn't uncovered yet. Still wondering why there wasn’t a hard push after the 20 shell companies were discovered way before the election. A lot more to come. Much of which will be beyond believable. Hopefully the complicit parties heads will roll as well.