Favorite team:LSU 
Location:Dallas
Biography:Born in the 60s
Interests:
Occupation:
Number of Posts:1015
Registered on:1/27/2010
Online Status:Not Online

Recent Posts

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Regardless of your party affiliation pandering is pathetic.

Much like Biden, Trump has overplayed his hand.

Been long term in Apple and Nvidia. Most my other gains is just long term index ETFs. Nothing fancy

re: Rick Santelli retires

Posted by kaaj24 on 10/2/26 at 7:04 pm to
Santelli is a legend.

re: Spec Play - HGRAF

Posted by kaaj24 on 10/2/26 at 2:25 pm to
Investing ain’t always strippers and burritos.

I’m still holding strong. If this makes you uncomfortable go invest in some municipal bonds.

Lamborghini or bust.

re: anthropic has filed for their IPO

Posted by kaaj24 on 9/28/26 at 7:50 pm to
I use Claude everyday. Probably sit this one out since will own it passively though index funds.

re: SPCX IPO

Posted by kaaj24 on 9/28/26 at 12:40 pm to
I’m waiting for the lockup periods to expire
He had an investment approach and it worked. If you would’ve invested with him since 1965 you would be mighty happy.

Very few of us could replicate his success over a 60 year period
Yeah, this will cut some growth but needed. Rates artificially low for too long. DC is spending it like it’s stolen.

AI trade I feel is still good long term as it’ll help boost productivity as well as GDP. AI gets a lot of negative noise but it’s an arms race US has to win. A lot of fear mongers the last 2 weeks but we’ve gotten used to that. Then earning season calms the Nellie’s.

Also midterm elections with a lot of negative chatter will also hamper sentiment but after that we should pick up for end of year.



i believe every public company tries to sand bag where they can. after Sarbanes Oxley there isn't as much "wiggle" as pre-SOX where earnings were definitely managed by many companies.

GE didn't have the streak of EPS growth every quarter by accident.

just be professional about it. if it's a better opportunity in most ways, i can't see someone not understanding. Not saying they wouldn't be upset.

don't expect to use them as a reference however.
Volatility???

This thing has been smooth sailing last 2 years.

Scared money don’t make money.
Yes, a lot of time companies like regulations because it makes it harder for competitors, especially ones with less means to be competitive because compliance costs money.

Interesting too see how this plays out. Seems we have this every 6-8 weeks where there is a shakeout and then march forward.
It’s really, really hard to beat the market. Many of us have profited from the AI trade. Made us feel smarter.

Markets humble you. That’s why there are very few investors that exceed SP 500 returns over decades.

It’s why about 80% of my portfolio is boring index funds. Keeps me from losing my arse when I start thinking I’m smart.
Is this going to come from the budget surplus?

Dislike this level of deliberate pandering especially after extreme government debt levels. Can’t see how this would help tame inflation

re: is there any hope for NKE?

Posted by kaaj24 on 9/7/26 at 11:35 am to
I wouldn’t purchase Nike. They lost the plot and focus of their customer by letting their personal political beliefs overshadow the entire organization. When you live in an echo chamber you really start believing all the BS.

re: SPCX IPO

Posted by kaaj24 on 8/30/26 at 10:17 am to
Still buying opportunities ahead. Like Tesla this thing will be volatile.

re: Spec Play - HGRAF

Posted by kaaj24 on 8/30/26 at 10:07 am to
Make sense that it’s going to take time for industrial production to adopt. As long as the return will outperform the S&P 500 I’ll be patient. Traders have a different view.
I like multiple trips. In retirement will have longer vacations without having responsibilities for others.

re: Spec Play - HGRAF

Posted by kaaj24 on 8/29/26 at 7:19 am to
Thanks for sharing.

All the science stuff makes a lot of sense. Once we get some announced contacts this thing should pop.
that's what i'm planning on doing. Stay mostly in equities but bring up 1-3 years of living expenses outside of stocks.

Some people can't handle volatility. That's why i plan to have no mortgage in retirement so it makes it very easy to cover the basics and I can scale back the fun spend if needed.

re: Red! Green!! Red! Green!!

Posted by kaaj24 on 8/27/26 at 10:01 am to
S&P Earnings were positive for the quarter. Normal households are feeling the pinch. Asset owner feels wealthier. The person trying to buy a house or living primarily on wages feels worse.

I tend to think of stocks as an inflation hedge. See what the fed does. Seems like raising rates may help fight inflation but harder to service gov't debt. Growing economy seems like they want to push money out, make debt more manageable but that may increase inflation. Beyond my little brain.