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90scane said:
@mr.h is the most positive person I may know.

From history, the Fed wouldn’t be expected to cut rates 6 times in a year if we were looking at a soft landing. A soft landing would be 2-3 over many months. Just my take. The economy is soft and the government debt is a massive anchor.
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Look around you…everything is going well. The debt we incurred this time around is creating growth. Most people I know are prospering..costs are going down..
 
Empirical Cane said:
No.

California faces 'severe revenue decline,' record $68 billion budget deficit as mass exodus continues

www.foxnews.com

California faces 'severe revenue decline,' record $68 billion budget deficit as mass exodus continues

California is facing what a nonpartisan budget group says is a "severe revenue decline," and a record $68 billion budget deficit as its citizens continue moving to GOP-run states.
www.foxnews.com www.foxnews.com
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Let's see, here. Decriminalization of prostitution, drugs, theft; add in, litigation, regulation and taxation.

What could go wrong?
 
mr.h said:
Look around you…everything is going well. The debt we incurred this time around is creating growth. Most people I know are prospering..costs are going down..
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From Barrons yesterday, article about gold. Extrapolate it out and if the $ is less attractive, then US denominated bonds become less attractive which means rates will go up and inflation too, and the stock market will down.


The bigger change might be a shift away from the U.S. dollar. Too much has been made about dedollarization, as if, overnight, the world will suddenly stop using it in most of its transactions. That’s not the case, but there is a change happening as countries try to protect themselves from potential U.S. sanctions and from the massive U.S. debt, says Colin Fenton, commodity strategist at 22V. Notably, the Asean and BRIC+ countries in August committed to using local currencies as much as possible. It wasn’t just words. That month, India bought oil from the Abu Dhabi National Oil Co. in rupees for the first time. “This is erosion on the margin, enough to get gold to sustain above 2,000,” Fenton says.
 
09:30USDConsumer Price Index (MoM)(Nov) 0.1% 0.000.1% 0%
09:30USDConsumer Price Index (YoY)(Nov) 3.1% 0.003.1% 3.2%
09:30USDConsumer Price Index Core s.a(Nov) 312.25--311.37
09:30USDConsumer Price Index ex Food & Energy (MoM)(Nov) 0.3% 0.000.3% 0.2%
09:30USDConsumer Price Index ex Food & Energy (YoY)(Nov) 4% 0.004% 4%
09:30USDConsumer Price Index n.s.a (MoM)(Nov) 307.051--307.671
Inflation holding steady eddy.
 
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For what it’s worth… MAC (stock symbol) been buying it up since $9 a share.. boss has over a million shares in it and tells me to keep buying even if it drops… do your own research just passing it along.
 
From article:

Rental inflation, however, could moderate considerably next year as the rental vacancy rate increased to more than a two-year high in the third quarter, and there is a large stock of apartment buildings in the pipeline. Independent measures also point to slower rental price growth.
 
We need to post the top 5 stocks, that we own or owned, towards the EOY, for 2023, and show the YTD returns. It will show what a mistake it was to not be in the stock market. We can also add 2024 predictions and favorite stock picks for next year.
 
mr.h said:
We need to post the top 5 stocks, that we own or owned, towards the EOY, for 2023, and show the YTD returns. It will show what a mistake it was to not be in the stock market. We can also add 2024 predictions and favorite stock picks for next year.
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MSFT, PG, MRK, JNJ, WMT
 
Cmuri said:
Yep. I’m long on each of those. 1)tesla 2) Msft 3)Apple 4)NVDA 7) google 17) amazon

For curiosity -5) BA 6) NTDOF 8) DIS 9) ABBV
10)ATVI 11) ISRG 12) WMT 13) ABNB 14) NFLX
15)SBUX 16) TGT 17) DE
I’m tech heavy, but have positions in other large cap value stocks as well outside my top holdings.

I’ve been slowly accumulating amazon.
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mr.h said:
We need to post the top 5 stocks, that we own or owned, towards the EOY, for 2023, and show the YTD returns. It will show what a mistake it was to not be in the stock market. We can also add 2024 predictions and favorite stock picks for next year.
Click to expand...

Figure an update for the year. That post is from February 2023

Top positions:
1) TSLA - Elon continues to keep his mouth open, but can’t wait for Cybertruck results.
2) MSFT- safest stock in the market next to Apple
3) NVDA - what a year!
4)AAPL - it’s Apple. Nuff said
5) NTDOF - the Disney of our generation- Mario movie a success. Intellectual property for this company is insane.

6)Google- time to possibly accumulate more under $130
7) BA- long term holder, waiting for dividend reestabilshment
8)AMZN- it’s amazon. Still accumulating shares. Preferably under $130
9) ABBV - 5% divy, yes please.
10)DWAC -Trump2024!

11) DIS - go woke, go broke
12)TTD- great year.
13)ISRG - davinci robot monopoly
14)Netflix- bought the dip
15)Shopify- e-commerce that takes advantage of the little guys.
16)AMAT - chips need chipmaking equipment
17)ABNB- still holding and accumulating, but still in the red.
18)Oracle- loaded up 15% of position. Been in it since before cerner acquisition.
19)WMT- slow and steady. Would love to add sub $135
20) sbux - added some last week after 10-11 red days in a row. :)
21)DE
22) TGT
23)Sony
24) AMD
25) HD
26) Dexcom
27) Uber

those account for 80% of my portfolio.


Honorable mentions- ATVI -longterm holder got bought out by Microsoft over 20% gain.

sold Adobe today for more oracle. Sold some meta for more oracle.

Positions with under 1% of portfolio, NOW, Costco, jpm, Axp, salesforce, ASML, arm, Nike, pins, crowdstrike, Cisco, meli, path, meta
small positions but have been solid. Have quite a bit more but overall it accounts for less than 20% of my stock portfolio.

After this circlejerk of 2023 it’s looking like a good area to take a little profit, but sometimes it’s easier said than done.

For those who read all this. Cheers!
 
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mr.h said:
We need to post the top 5 stocks, that we own or owned, towards the EOY, for 2023, and show the YTD returns. It will show what a mistake it was to not be in the stock market. We can also add 2024 predictions and favorite stock picks for next year.
Click to expand...
All for it. Great way to share.
 
Cmuri said:
Figure an update for the year. That post is from February 2023

Top positions:
1) TSLA - Elon continues to keep his mouth open, but can’t wait for Cybertruck results.
2) MSFT- safest stock in the market next to Apple
3) NVDA - what a year!
4)AAPL - it’s Apple. Nuff said
5) NTDOF - the Disney of our generation- Mario movie a success. Intellectual property for this company is insane.

6)Google- time to possibly accumulate more under $130
7) BA- long term holder, waiting for dividend reestabilshment
8)AMZN- it’s amazon. Still accumulating shares. Preferably under $130
9) ABBV - 5% divy, yes please.
10)DWAC -Trump2024!

11) DIS - go woke, go broke
12)TTD- great year.
13)ISRG - davinci robot monopoly
14)Netflix- bought the dip
15)Shopify- e-commerce that takes advantage of the little guys.
16)AMAT - chips need chipmaking equipment
17)ABNB- still holding and accumulating, but still in the red.
18)Oracle- loaded up 15% of position. Been in it since before cerner acquisition.
19)WMT- slow and steady. Would love to add sub $135
20) sbux - added some last week after 10-11 red days in a row. :)
21)DE
22) TGT
23)Sony
24) AMD
25) HD
26) Dexcom
27) Uber

those account for 80% of my portfolio.


Honorable mentions- ATVI -longterm holder got bought out by Microsoft over 20% gain.

sold Adobe today for more oracle. Sold some meta for more oracle.

Positions with under 1% of portfolio, NOW, Costco, jpm, Axp, salesforce, ASML, arm, Nike, pins, crowdstrike, Cisco, meli, path, meta
small positions but have been solid. Have quite a bit more but overall it accounts for less than 20% of my stock portfolio.

After this circlejerk of 2023 it’s looking like a good area to take a little profit, but sometimes it’s easier said than done.

For those who read all this. Cheers!
Click to expand...
Saw oracle get slammed today. Thinking of starting a position.
 
Can I post my losses I still hold in the weed sector 😂… still holding flaming dog **** cgc—

GE
TSLA
OKE
DAL
APPL

Can we do biggest losers 😂 got like 9 stocks that have me down 10k all together I can come to parting ways with.
 
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