Discussion ***Official*** 2025 Stock Market Thread 💰

[FelixDeCat]

@FelixDeCat I've got a conspiracy theory and I may be totally offbase for suggesting this..

This is SUSPICIOUS

View attachment 134782

I dont think the market cares for now. All time high in sight for QQQ.

 

[Indus]

I tend to agree with this though..

 

[cytg111]

I think I am gonna check out IREN for a dance monday

 

[Lost_in_the_HTTP]

Is the bearded dude gonna whoop his reindeer this year?

 

[Indus]

Investing in an American EV company might be risky.. if it's overvalued.

 

[Indus]

BTW did anyone get in on this generational wealth opportunity??

 

[FelixDeCat]

^ I bought at 12:34 AM CST for $190.97, sold for $208.63 at 2:30 AM CST in overnight trading. I had no idea it would double. TBH, seems kind of scammy and I did not want to stick around for the rug pull.

 

[jpiniero]

Now Paramount (ok, Larry Elisson, the Saudis and Donald Trump) is offering a hostile offer for WB.

$108B.

 

[Indus]

I was hoping Netflix stock would fall more and would be undervalued.. didn't want to buy it at 50 P/E where it was for a long time.

But hmm.. isn't this bullish for them if they don't merge and stay as they are??

 

[biostud]

I have a mix of different index fonds and currently ~6%YTD if I had just pooled it all together in one global index I would be at 7.5%.... Since I'm 100% passive maybe it's just the way forward.

 

[dullard]

I have a mix of different index fonds and currently ~6%YTD if I had just pooled it all together in one global index I would be at 7.5%.... Since I'm 100% passive maybe it's just the way forward.

A good mix of index funds and a good global index fund won't be drastically different from each other. But, there is one key difference. With separate funds, you can rebalance anytime your mix gets out of whack.

For example, this spring, your C25 fund was sharply lower. That would have been a great time to buy more of it (selling other funds that were currently doing better to do so). Any money rebalanced that way would be up 12% to 22%, depending on when you did the rebalance. But, if you sit back and are completely passive you lose that opportunity.

Don't rebalance too often as then you never get a chance to really buy at the low or sell at the high (you'll constantly be chasing them). But, do rebalance at least once per year, or a second time if your funds are suddenly far from your targets.

 

[Brainonska511]

A good mix of index funds and a good global index fund won't be drastically different from each other. But, there is one key difference. With separate funds, you can rebalance anytime your mix gets out of whack.

For example, this spring, your C25 fund was sharply lower. That would have been a great time to buy more of it (selling other funds that were currently doing better to do so). Any money rebalanced that way would be up 12% to 22%, depending on when you did the rebalance. But, if you sit back and are completely passive you lose that opportunity.

Don't rebalance too often as then you never get a chance to really buy at the low or sell at the high (you'll constantly be chasing them). But, do rebalance at least once per year, or a second time if your funds are suddenly far from your targets.

And if the funds are in taxable accounts instead of retirement accounts, don't have dividends reinvest. That then gives you some cash that you can use to rebalance without triggering capital gains taxes.

 

[biostud]

And if the funds are in taxable accounts instead of retirement accounts, don't have dividends reinvest. That then gives you some cash that you can use to rebalance without triggering capital gains taxes.

These are just "fun" money, retirement money is handled differently. I'm obligated to pay to the teachers pension funds.

 

[FelixDeCat]

SLV etf all time high

Silver physical 60 per ounce 😱

 

[biostud]

A good mix of index funds and a good global index fund won't be drastically different from each other. But, there is one key difference. With separate funds, you can rebalance anytime your mix gets out of whack.

For example, this spring, your C25 fund was sharply lower. That would have been a great time to buy more of it (selling other funds that were currently doing better to do so). Any money rebalanced that way would be up 12% to 22%, depending on when you did the rebalance. But, if you sit back and are completely passive you lose that opportunity.

Don't rebalance too often as then you never get a chance to really buy at the low or sell at the high (you'll constantly be chasing them). But, do rebalance at least once per year, or a second time if your funds are suddenly far from your targets.

Yeah, but my goal is to be 100% passive so I don't want to rebalance anything, and the C25 and US sustainability has been really bad, and C25 for several years. I have invested same amount in all my index funds, and my US growth is now double the value of my C25 and European which are my low performers.

 

[dullard]

SLV etf all time high

Silver physical 60 per ounce 😱

I've been watching it like a hawk. The company that I worked for asked me to scrap some equipment. I asked if I could recycle the valuable stuff in my spare time. They said yes. Basically, I took the metal out over the course of a few hours. I ended up with a few hundred dollars of scrap aluminum / steel. But also 3.5 kg of sterling silver (112.5 troy oz). I procrastinated finding a place to sell it over the last month when silver was ~$50/troy oz. Finally I found a place and mailed it off to them. They'll mail me a check at whatever the spot price is tomorrow (minus 5% fee).

I'll be nice and hand the money over to the company, but they will then let me buy some tools with it.

 

[FelixDeCat]

I've been watching it like a hawk. The company that I worked for asked me to scrap some equipment. I asked if I could recycle the valuable stuff in my spare time. They said yes. Basically, I took the metal out over the course of a few hours. I ended up with a few hundred dollars of scrap aluminum / steel. But also 3.5 kg of sterling silver (112.5 troy oz). I procrastinated finding a place to sell it over the last month when silver was ~$50/troy oz. Finally I found a place and mailed it off to them. They'll mail me a check at whatever the spot price is tomorrow (minus 5% fee).

I'll be nice and hand the money over to the company, but they will then let me buy some tools with it.

Now that you are talking recycling, I sold a dental crown once I had replaced, brought about $10 in gold/silver/paladium in 2024 at $2400 an ounce after processing fees. At $4000 an ounce I figure they are worth about $15 each now, far less than the roughly $750 each I paid for them.

 

[FelixDeCat]

We are going to be printing money and intervening in the bond markets again.

Yay


eyeroll.gif

 

[cytg111]

I dont know I have a feeling Trump will be retired and tariffs lifted.

 

[FelixDeCat]

I dont know I have a feeling Trump will be retired and tariffs lifted.

As I've stated, It is my firm belief tariffs will never go away - ever - because governments like revenue sources and if they see consumers will bear that tax (consumption tax), they dont care. In fact, they will likely just expand in the name of "protecting" producers like our worthless union made automobiles.

Now even Mexico (who previously embraced free trade as the US once did) is getting in on it:

https://www.nytimes.com/2025/12/11/world/americas/mexico-tariffs-china.html

The biggest one is a 50% tariffs on Chinese made autos. China now has 20% of Mexican auto market, up from 6% just a few years ago. I say let China dump cheap cars in the US. Who is going to complain except union members who want to make six figures to sit on ass screwing in bolts?

I was looking at the Chevy Trailblazer the other day just for giggles. My minimum for any new car is *heated seats* and a *sunroof*. My paid off 2022 vehicle has these. Why would I spend $40,000 on a turbocharged 4-banger Chevy to get these again? And would it make it to 100k miles w/o significant issues? My car has 51k miles and nothing major gone wrong yet. Still under warranty in fact.

But dump a Chinese gas car or hybrid and with the same options for $22k and I would be tempted.

 

[biostud]

As I've stated, It is my firm belief tariffs will never go away - ever - because governments like revenue sources and if they see consumers will bear that tax (consumption tax), they dont care. In fact, they will likely just expand in the name of "protecting" producers like our worthless union made automobiles.

Now even Mexico (who previously embraced free trade as the US once did) is getting in on it:

https://www.nytimes.com/2025/12/11/world/americas/mexico-tariffs-china.html

The biggest one is a 50% tariffs on Chinese made autos. China now has 20% of Mexican auto market, up from 6% just a few years ago. I say let China dump cheap cars in the US. Who is going to complain except union members who want to make six figures to sit on ass screwing in bolts?

I was looking at the Chevy Trailblazer the other day just for giggles. My minimum for any new car is *heated seats* and a *sunroof*. My paid off 2022 vehicle has these. Why would I spend $40,000 on a turbocharged 4-banger Chevy to get these again? And would it make it to 100k miles w/o significant issues? My car has 51k miles and nothing major gone wrong yet. Still under warranty in fact.

But dump a Chinese gas car or hybrid and with the same options for $22k and I would be tempted.

Here we simply have sales taxes (25% in Denmark), which means B2B doesn't have to pay, only once it reaches private consumers are the taxes applied. It applies to domestic and foreign business alike so you don't end up in trade wars and reciprocal tariffs.

 

[FelixDeCat]

Oracle crashing, weighing on ai trade, dragging down market

 

[cytg111]

As I've stated, It is my firm belief tariffs will never go away - ever - because governments like revenue sources and if they see consumers will bear that tax (consumption tax), they dont care. In fact, they will likely just expand in the name of "protecting" producers like our worthless union made automobiles.

Now even Mexico (who previously embraced free trade as the US once did) is getting in on it:

https://www.nytimes.com/2025/12/11/world/americas/mexico-tariffs-china.html

The biggest one is a 50% tariffs on Chinese made autos. China now has 20% of Mexican auto market, up from 6% just a few years ago. I say let China dump cheap cars in the US. Who is going to complain except union members who want to make six figures to sit on ass screwing in bolts?

I was looking at the Chevy Trailblazer the other day just for giggles. My minimum for any new car is *heated seats* and a *sunroof*. My paid off 2022 vehicle has these. Why would I spend $40,000 on a turbocharged 4-banger Chevy to get these again? And would it make it to 100k miles w/o significant issues? My car has 51k miles and nothing major gone wrong yet. Still under warranty in fact.

But dump a Chinese gas car or hybrid and with the same options for $22k and I would be tempted.

Yea but R is looking at mass distinction at midterms, so ... I feel like they have to do something *radical*.

 

[dullard]

SLV etf all time high

Silver physical 60 per ounce 😱

$60/troy ounce feels so long ago!

$64.05 right now.

 

[njdevilsfan87]

I think silver inflation adjusted to the 1980 high is near $200/oz today. And with AI sucking up the planet's supply of precious metals we have the perfect scapegoat to explain why it isn't inflation alone (nothing is broken, everything is working perfectly fine), but simply extremely high demand that's going to drive precious metals to absurd highs.