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davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
@FD1000,
v surprised to see you so factually wrong so many times
meanwhile, consider this from one of Jack Kennedy's grandchildren:
A.) "President Trump is obsessed with my grandfather — but not in his life or what he achieved in it. No, just l…
the runup astounds and continues to astound, 2d-highest shiller and 5th-highest sp500 p/e (if I am reading the graphs right)
man, hard not to dive back in !
\\ “Here’s What You Should Do” - By Burton G. Malkiel
>> A bit presumptuous isn’t he?
Since you are so endlessly prolix on this forum, I just do not understand how often you also are dimly reflexive. Malkiel! It is not as though you are uni…
damn
PRPFX has outperformed PRWCX the last 5y, everyone's hard-on here for over that period of time ! --- good on them
otoh FPACX has done quite a bit better than either !
double-damn
otoh2, if I had taken my subpar-investor father's advice i…
Thanks @Mark
“Here’s What You Should Do” - By Burton G. Malkiel
A bit presumptuous isn’t he?
don't be ignorant
(quite aside from his possible playing down of the clear move toward autocracy)
related gift nyt article:
https://www.nytimes.com/2025/08/10/opinion/stagflation-trump-economy.html?unlocked_article_code=1.dU8.7328.SqDKI87QMSKP&smid=url-share
bah, come on --- professional perennial econ crapologist SMoore is on the case:
https://paulkrugman.substack.com/p/the-political-economy-of-incompetence
We are more doomed
https://www.wsj.com/politics/elections/democratic-party-poll-voter-confidence-july-2025-9db38021?st=spSNJa&reflink=desktopwebshare_permalink&fbclid=IwZXh0bgNhZW0BMQABHm2ITayDCSgrGQ978jmdg20bq5EfM05zX7RC9GS_5HzPnuPsfOq96N…
From Hank’s link. It is lope-sided in favor of Japan’s auto industry.
The new deal includes access for American cars in Japan, but that isn’t much of a carrot. American companies sold only 16,000 cars in Japan, a mere 0.35% of that country’s tota…
Is this politics? Dow 45k.
PK:
There are three main things you should take away from this deal:
1. It will increase, not reduce, the U.S. trade deficit
2. It will accelerate America’s descent into crony capitalism
3. U.S. consumers are still f…
DBrooks NYT
This loser country cannot respond as it should and once did
" ... on Oct. 4, 1957, the Soviet Union launched the first satellite, Sputnik, into space.
Americans were shocked but responded with confidence. Within a year the United Sta…
Boy is valuation expansion a great phrase: no more punchbowl, greater fool, froth, bubble, overbought ... 4th-highest SP500 p/ ever and 2nd-highest Shiller. Party on.
oops
Texas
[NYT (CFlavelle, JDGoodman, AFuller)]
\\ “It is likely” that Kerr County “will experience a flood event in the next year,” city and county officials concluded in a report for the Federal Emergency Management Agency released last Octob…
