MARKETS,Anybody even yet?

[olds442jetaway]

Doing more wait and see. Bond yields

[dinghy]

Bond yields

Yes, could be a big problem, and not just confined to the US.

In premarket, I got one fill on TLT just above 83. Now it has rebounded into the green -- above 84.

[dinghy]

Buying (more) AMRK A-Mark Precious Metals under 20. It looks very unloved in a hot sector.

The company operates multiple brands, and controls the gold dot com and silver dot com domains.

[olds442jetaway]

Looks like Buffett may sell Kraft-Heinz. Has been steadily going down for 2 years. Probably, due to a struggling junk food market. BGS is in the same pattern.

[dinghy]

BGS is in the same pattern.

https://finance.yahoo.com/sectors/consu ... ged-foods/

Yahoo Finance measures the Packaged Foods industry as 72 companies with 236b total market cap.

5-year return is indicated as -11.6% vs +97.7% for the S&P 500.

The only top company having a good year is PPC Pilgrim's Pride. All the others are either down or unch.

[FAA]

My people did sell 3 UNH at $385. Unfortunately, I am stuck with 5. I will likely dump them at -$100 per down the road. As many misses as hits of course.

[dinghy]

All-time high on a red day. Gold miners +9% for the week.

My annoyance of the session was SBSW Sibanye-Stillwater. It's been a huge winner, doubling off the April lows near $3. But I missed my opportunity to take profits because today's winning happened while I was asleep .

[FAA]

We snooze, we lose. Timing never works in my favor.

[olds442jetaway]

The Trump Tarrif talk will temporarily tank AAPL and Berkshire. May wait till the dust settles if it does and pick up a bit more. I don’t own AAPL individually, but it tanks Berkshire and my 403b that has a ton of it

[dinghy]

May wait till the dust settles if it does and pick up a bit more.

I don't know how you measure that. What I see from other investors is nobody wants to buy when the news is bad. So they wait until the news is good, but by then the price has doubled.

Strictly on the tariff front, I think the news is your friend because orange Hitler has already fired his weapon. I imagine Apple will promise to build a US factory in the unspecified future, the same way politicians promise to cut spending ten years from now.

If I felt the price was reasonable, I would be an AAPL buyer. I just think it's overpriced on regular, routine metrics. It doesn't help though that the US president is a lunatic. It's like we elected a drunk at a bar.