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Spooky

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Spooky last won the day on July 12

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  1. Spooky
    We are super fortunate. Happy Canada day!
  2. Spooky
    More like Lag 7
  3. Spooky
    I'm in the same boat with some of the same stocks, S&P has been trouncing me lately. But I beat it for several years running prior to that, just got to play the long game and stick to your investing philosophy.
  4. Spooky
    Doomers gotta doom.
  5. Spooky
  6. Spooky
    +1. This is the right advice.
  7. Spooky
    Let's say you're right and there is a fiscal crisis in the US which leads to hyperinflation like in Argentina or the Weimar Republic - you certainly do not want to be in cash or bonds. You want to own real assets like real estate or companies that have pricing power.
  8. Spooky
    +1
  9. Spooky
    Feels like the narrative is shifting. Becky from HR isn't vibecoding...
  10. Spooky
    Buy the S&P 500 when the equity risk premium is above 6%! 2020 was a great buying opportunity. Just another data point showing the general market is not very attractive. Agree on looking for individual companies, it is what I said to Blake earlier in the thread. Putting some money into treasuries could make sense as well.
  11. Spooky
    It’s the gap between the S&P 500’s earnings yield (inverse of P/E ratio) and the yield on the 10-year Treasury note. Here is the full WSJ article the chart is from: https://www.wsj.com/finance/stocks/the-risk-premium-for-holding-stocks-over-bonds-is-vanishing-95be5b9d?st=TUqyPP&reflink=article_copyURL_share
  12. Spooky
    Equity risk premium basically gone.
  13. Spooky
    It's a little sad. I would have loved to own some Space X before it was merged into twitter and xAi as a pure play space exploration company (at a reasonable valuation of course).
  14. Spooky
    Yea, this stuff is troubling to me. Also some reports they want to bend the rules to allow the SpaceX / Anthropic IPOs into the S&P 500.
  15. Spooky
    Can it really scale exponentially though if there are real world / physical constraints like building data center capacity / chips etc.?
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