Synj
Dystopian Dreamer
- 8,609
- 38,191
Investing General Discussion
- Thread starter Furious
- Start date
Big Phoenix
Pronouns: zie/zhem/zer
- 49,173
- 107,841
It may well be worth it for AI to be a bubble, pop, tank the economy just to destroy Oracle.
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fred sanford
Sanford & Son: Owner, Operator
- 1,980
- 5,985
They deserve it just for the recent changes to their support site. It’s the most pain in the ass implementation of AI on a site ever conceived by pajeets.
Haus
I am Big Balls!
- 17,815
- 72,552
This sounds like their positioning to know they're going to have to buy a mountain of treasuries for all those that are expiring and have to be reissued next year. It's an insane amount, I believe around 1/3rd of the entire national debt will have to be refinanced (they're even calling it the "debt maturity wall" or $10B). This is a big reason Trump has such a hard on for pushing interest rates lower, as that will affect how much the treasury will have to pay on it's re-issuance.
It's like the worst case scenario of an ARM mortgage, but on a national debt level scale.
So with that, there is probably immense pressure on the Fed to be ready to step in and soak a ton of debt issuance onto their balance sheets. Since a tepid market of buyers for our national debt would make the government have to pay more to get people to buy it. (Google "US Debt Auction" I believe).
The F-U would be if a group of large current debt holding countries (looking at China and Japan for instance) all boycotted US treasury issuance next year, but that would be tantamount to a declaration of war in the eyes of certain orange presidents.
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TJT
Mr. Poopybutthole
- 46,162
- 125,509
Larry Ellison is the pinnacle geezer who can't let go. 81 years old and still an active executive. Still looking at things like he'll be around in 20 years.
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Looking at my end-of-year balancing. I'd like to move some of my ETFs out of basic cap-weighted S&P500 since theyre so overweight and I own some MAG7 straight. Really looking at taking a more defensive posture without selling out of stocks.
What's everyone's favorite alternate to SPY? Something along the lines of VTI, equal weight S&P, etc. Probably not VTI since its also so heavy MAG7, but something that makes a good core in a portfolio (50% ish of portfolio). In the past I've used VIG (dividend growth) but I also don't like that it's largest holding is Broadcom. I'd probably even consider BRK as an option, but wouldn't do 50% in one stock. Typing this out I'm leaning towards equal weight S&P500 but want to hear some other opinions.
What's everyone's favorite alternate to SPY? Something along the lines of VTI, equal weight S&P, etc. Probably not VTI since its also so heavy MAG7, but something that makes a good core in a portfolio (50% ish of portfolio). In the past I've used VIG (dividend growth) but I also don't like that it's largest holding is Broadcom. I'd probably even consider BRK as an option, but wouldn't do 50% in one stock. Typing this out I'm leaning towards equal weight S&P500 but want to hear some other opinions.
Synj
Dystopian Dreamer
- 8,609
- 38,191
Fund Overlap | ETF Research Center
See which holdings any two equity ETFs have in common
www.etfrc.com
Check VTV, Vanguard value etf. Pop in SPY or VOO and you’ll see VTV underweight in Mag7 vs SPY but overweight in financials and healthcare etc.
Blazin
Creative Title
- 7,640
- 37,926
Stonks Contest Update with 2 weeks to go,
D
Dalren
and
Soygen
are the closest guesses. This is the list of people that are within 5% of current price. So any of these are in the window of could happen. Couple more trading days and could probably narrow window down to 3% up or down
Soygen
are the closest guesses. This is the list of people that are within 5% of current price. So any of these are in the window of could happen. Couple more trading days and could probably narrow window down to 3% up or down| Kaines | 7050 |
| Flobee | 7000 |
| Falstaff | 6950 |
| Hateyou | 6925 |
| fris | 6900 |
| Omayga | 6875 |
| Soygen | 6750 |
| Dalren | 6700 |
| Aorin | 6650 |
| Tmac | 6625 |
| Seananigans | 6600 |
| karma | 6550 |
| Jysin | 6475 |
| majeo | 6425 |
| Blazin | 6400 |
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Kithani
Blackwing Lair Raider
- 1,893
- 2,663
