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2025 Investment Thread

Sadly its the relative poverty in the former East Germany that fueling the rise of the AfD (with a huge assist from Putin, Musk and Theil). So AfD members likely couldn't afford one anyway - which is so ironic.

What's even more ironic is that before Musk went MAGA, most MAGA guys would go around calling Tesla owners "virtue-signaling sheep" who own "gay" cars.
 
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What's even more ironic is that before Musk went MAGA, most MAGA guys would always go around calling Tesla owners "virtue-signalling sheep" who own "gay" cars.
Hypocrisy runs deep in MAGA land
 
I'm seeing alot more Rivians on the road now. I'm wondering if RIVN could be a good speculative play on the bet that hot tub liberals, the people actually buying EVs, are going to increasingly seek Tesla alternatives.
 
I can't stand 6000lb+ EV's. It's like ordering the one gallon team gulp and filling it with diet coke. Like...just make a fucking sacrifice already ya glutton. :laughing
 
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I’ve been bullish on the market for the past decade until now.
The federal government has been crippled, deliberately. Plus the impact of the trade war won’t be reversed simply because you know who decides it didn’t work out as planned so now wants it reversed.
Inflation is about to get ugly. Consumer spending will be taking a nose dive and the market shortly after, or before.
What would be the catalyst that makes anyone speculate on the market climbing out of this.
I suspect we’re facing a shit hits the fan scenario.
 
I’ve been bullish on the market for the past decade until now.
The federal government has been crippled, deliberately. Plus the impact of the trade war won’t be reversed simply because you know who decides it didn’t work out as planned so now wants it reversed.
Inflation is about to get ugly. Consumer spending will be taking a nose dive and the market shortly after, or before.
What would be the catalyst that makes anyone speculate on the market climbing out of this.
I suspect we’re facing a shit hits the fan scenario.

War.
 
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.

The market is not the economy. There are some looming debt issues that could bite hard over the next decade, and sooner.

“But interest rates are the proximate reason that the debt is becoming a problem right now, as the chart at the top of this post shows. As the government rolls over more and more of its bonds, they’re being forced to refinance at higher rates, and interest costs are soaring as a percent of GDP. Those costs are set to blow past the record set in the early 1990s.

That’s bad enough. But the bigger problem is that the GOP is preparing huge tax cuts that will make the problem even worse — and DOGE is doing nothing to help curb spending. The Democrats became fiscally irresponsible, but instead of responding by becoming the party of austerity, the GOP got even more spendthrift. As a result, the U.S. economy is headed for trouble.”
 
War, huh, good God Y'all, what is it good for?

Don't make me do this all by myself!!
War, I despise
'Cause it means destruction of innocent lives
War means tears to thousands of mother's eyes
When their sons go off to fight
And lose their lives

of course war is good for some industries
 

The market is not the economy. There are some looming debt issues that could bite hard over the next decade, and sooner.

“But interest rates are the proximate reason that the debt is becoming a problem right now, as the chart at the top of this post shows. As the government rolls over more and more of its bonds, they’re being forced to refinance at higher rates, and interest costs are soaring as a percent of GDP. Those costs are set to blow past the record set in the early 1990s.

That’s bad enough. But the bigger problem is that the GOP is preparing huge tax cuts that will make the problem even worse — and DOGE is doing nothing to help curb spending. The Democrats became fiscally irresponsible, but instead of responding by becoming the party of austerity, the GOP got even more spendthrift. As a result, the U.S. economy is headed for trouble.”
Yeah certainly not synonymous, but very reflective of each other.

It's hard to say how people will respond. The average idiot with a phone is now the controlling force of trading, gme-to-the-moon-btc-4evr!

@Caddywumpus I mentally high-five you every time we have these tsla -5% days!
 
I was reading an article suggesting that one of the (few) upshots about the current state of things is that it can be a good opportunity to maximize a 401k to roth conversion. Though, the tricky part I'll have to figure out is how much I can convert before it impacts my covered CA rate, taxes, etc. Some of that is moot if I get a jerb this year, but considering the impressive efficiency with which my applications are declined, I'm not holding my breath on that front.
 
If you have a good 401k, move to Portugal, live at/below the standard deduction, pay 10% penalty, never work again, done.
 
It's decent, and I suspect I'd like it there, but.. is it REALLY that affordable, and.. how's motorcycling over there?
 
Talk of moving overseas sometimes glosses over the need to learn a new language.

Not so easy for many.
 
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