tsptalk's Market Talk

[tsptalk]

Stocks are in rally mode again after a day of losses and the action remains a little choppy.

We have the 10-year yield falling again, and the dollar is down slightly after its recent ramp higher.

Gold and bitcoin are trying to bounce back from Thursday's sell off, and oil is trading lower again.

I am playing TommyIV today and will be working on the Last Look Report for him so I have some things I have to take care of this morning.

 

[tsptalk]

There's been a slight change since my last post

 

[tsptalk]

 

[tsptalk]

 

[tsptalk]

 

[weatherweenie]

View attachment 70374

Can you say, manipulation?

 

[JTH]

The market pullback cries wolf, at least until a good number of us get slaughtered that one wrong time.

Really need a bubble to pop somewhere...

 

[tsptalk]

It's always a "weird" holiday when the stock market is open but the TSP is not allowing transactions. Maybe I'll go hit a bucket of balls this morning, just so it feels different than a work day.

 

[tsptalk]

Really need a bubble to pop somewhere...

I have been thinking the same thing, but I saw this post this weekend.

Sure, we could pullback to the bottom of that channel, which would be a severe decline, but more than likely we won't see, or need, a 2001-2002 type of bubble bursting.

https://twitter.com/x/status/1977140156386660654

 

[JTH]

I have been thinking the same thing, but I saw this post this weekend.

Sure, we could pullback to the bottom of that channel, which would be a severe decline, but more than likely we won't see, or need, a 2001-2002 type of bubble bursting.

https://twitter.com/x/status/1977140156386660654

There's been a lot .com bubble comparisons/contrast. I was too young to know the .com movement at the time.

My take, it's not an apples-to-apples comparison, not even close, we have legit large cap weight behind AI. The other thing, in this day and age, we gotta a whole lot more eyeballs on it. I have a guess it won't pop, just leak slow, where valuations get digested but don't climb. I have some ideas drafted for an AI-Sector to track the whole ecosystem as a way to look for the slowdown. Once I get these other blog templates sorted, I plan to work that in. Not so much that I have an interest in buying any AI, I just want to watch for the fall.

 

[weatherweenie]

There's been a lot .com bubble comparisons/contrast. I was too young to know the .com movement at the time.

Where's my walker?

 

[JTH]

Where's my walker?

Yea I know, I'm still a newbie in these here parts. In my defense, I graduated HS in 91, majoring in sex drugs and rock & roll. I only remember the 90s as the destruction of 80s hair metal, and many bad fashion choices.