• There has been a recent cluster of spammers accessing BARFer accounts and posting spam. To safeguard your account, please consider changing your password. It would be even better to take the additional step of enabling 2 Factor Authentication (2FA) on your BARF account. Read more here.

2025 Investment Thread

Guessing I should probably liquidate some of my remaining stocks since the job market is continuing to be terrible leaving that as my only income, but also wondering if they current admin will blink before I actually need that money...
 
Guessing I should probably liquidate some of my remaining stocks since the job market is continuing to be terrible leaving that as my only income, but also wondering if they current admin will blink before I actually need that money...
Being cautious when having no job is likely not a bad strategy.

I hope my move proves to be a small error, but I have my sincere doubts about an economy that seems headed in the wrong direction.
 
Had not seen this before:


There was, however, one finding in United Income's study of the utmost importance. Specifically, researchers noted a clear inversion between actual and optimal claiming ages.

For example, 79% of the 20,000 retired workers studied began receiving their Social Security check at ages 62, 63, or 64. But when extrapolated by researchers, only 8% of combined claims at 62, 63, and 64 would have proved optimal. In other words, very few early filers got as much as possible out of Social Security.

In comparison, even though only a small percentage of the retired workers studied initially took their payout at age 70, it would have proved optimal for 57% of the 20,000 retirees analyzed. The probability of age 70 optimizing lifetime Social Security benefits was many multiples higher than any other age in the traditional claiming range.
 
I have trouble believing this guy has a plan. Seems like he wakes up and decides what he wants to do today based on how he's feeling.
 
It’s always the same plan, fuck people over. you just have to bet on whose turn it is.
 
Last edited:
A side effect of the new administration is stimulating European markets. I'm combing through European ETFs and many have remarkable growth over the last two months. European defense spending is going up as well as infrastructure spending. The indexes for Germany, Spain, France, UK et cetera, not bad while waiting for US markets to bottom out. That said, a 4% money market is drama free.
 
Noodling ENB, a high yield good growth Canadian energy outfit even in this tariff environment.

My history with buying energy stocks is abysmal though.
 
Bought into EUAD and DXJ to diversify. Im 40% SGOV, and the rest US based stocks. ASTS has become a large chunk of my portfolio with its rapid growth and the nice covered call positions I have on it.
 
Changed my mind, I'm staying on the sidelines.

Things are just too crazy.

Don't know why though. ;)
 
I was going to unload yesterday but kept my cool and watched the rebound.
I’m getting out but expecting the tariff drama to fizzle in a week or two before it’s dredged up again in April
 
There definitely seems to be some resiliency to the successive hits. People in finance looooove hyperbole, but this is really nothing. We'll see how jobs and consumer spending data hits. There's always a hysteresis to a change showing its result.
 
Back
Top