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Tom Nash video on today's crazy Wall Street reaction to a single Chinese LLM Deepseek.
Couple of notes:
- Funny and common sense up front.
- Tom Nash's personal portfolio is 40% SP500, 40% Palantir, and 20% Tesla.
- Last 2 minutes of video is a sales pitch for his 'academy'. listen, don't listen, up to you.

I found this video funny and grounded in common sense.
Video posted simply FYI and nothing more.
Take what you like and ignore the rest.
May your investments flourish! :)


 
evilanne said:
Do you own Palantir?
Click to expand...
Yes, but not a lot.
Tom Nash videos have a lot of info on Palantir if you want to research it.
He is holding it for the long term, 5-10 years, and believes it will be a $500 stock, IN TIME,
down the road.
Good Luck!
 
If current futures are any sign Wall Street, at least for now, doesn't like Donald's tariffs.
I'm 100% in the G-fund in TSP but I'm gonna get hit hard in my brokerage account
Mon if futures don't bounce back. :eek:

https://www.cnbc.com/pre-markets/

Dow futures drop more than 450 points after Trump hits U.S. trading partners with tariffs: Live updates​

https://www.cnbc.com/2025/02/02/stock-market-today-live-updates.html


Stock market today: Dow, S&P 500, Nasdaq futures plummet after Trump hits Canada, Mexico, China with tariffs
https://finance.yahoo.com/news/live...nada-mexico-china-with-tariffs-002434712.html
 
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Market hasn't closed yet but it's the first time I've ever seen
the F-fund doing better than the C-fund!? :eek:
I'm sure it's happened before but still, que pasa? :unsure:
 
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It's trying to get back yesterday's big loss.

I don't know why yields would be falling so hard (bond prices rising) on this PPI data.
 
God Bless the G-Fund! 😆

Gotta be a 'buy the dip' point in here somewhere...but where?

Shorted the Russell last week and got out with a small profit.
With 20/20 hindsight guess I should've kept shorting it. :rolleyes:

So far I don't like Trump 2.0. Too much chaos.
 
I’ve already sort of bought the dip by moving another 10% into the S Fund days ago. I was obviously way too early. Now I’m riding this out with 40% S, 20% C. When good news finally hits, perhaps it will be explosive too!


Sent from my iPhone using Tapatalk
 
Currently, and I emphasize 'currently', ACWX (I-fund?) is up 1.75% AND
the dollar is down nearly a full 1.00%.
If those numbers hold it should be a good day for the I-fund...should they hold. :unsure:
 
Parked in the G-fund until Wall Street stabilizes.
It's like we got a 5 y/o playing with the economy like
it's his own personal toy and changing his mind everyday
which way he wants to jump.
Afraid to even short indexes for fear of daily changes.

stocks get clobbered on Trump tariff whiplash
https://finance.yahoo.com/news/live...bered-on-trump-tariff-whiplash-143030625.html

The scariest word in economics is back: Morning Brief
https://finance.yahoo.com/news/the-scariest-word-in-economics-is-back-morning-brief-110054761.html

US employers cut more jobs last month than any February since 2009​

https://www.yahoo.com/news/us-employers-cut-more-jobs-123633464.html
 
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Remember the MAR/2020 Covid crash?
I always regretted not taking advantage of that monster pullback.
Buy when there's blood in the streets, etc.
Not gonna jump in 100% but maybe I'll just put a toe in the water.
This could still get a lot worse first as per Warren Buffet's big increase in cash holdings
vs. equities.

Warren Buffett acts like the U.S. stock market is in bubble territory. He might be onto something​

https://www.yahoo.com/finance/news/warren-buffett-acts-u-stock-193915009.html
 
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