AI
>> shaky world <<
Yes, definitely a lot going on, but at least the Fed's tightening cycle is likely over, so everyone is piling back into stocks. What worries me is next year and the potential for what I call the 'US bombs Iran' scenario. I figure the various 'powers that be' factions are itching to use this opportunity to destroy Iran's nuclear enrichment capabilities. Accomplishing this would require a significant event / provocation to get the ball rolling -- either a US ship hit / sunk in the Middle East, or a 9-11 type event happening here in the US. I figure it isn't very likely yet, but as the months go by next year I may start reducing the stock exposure from 20% down to 10% just in case. For now though, I figure investors can enjoy the ride, so 'don't fight the tape', 'don't fight the Fed'.
Btw, not sure if you are still following the nuclear energy space, but it's been surprising to see Centrus Energy (LEU) not participating much at all in recent months, just going sideways while other nuclear plays have been climbing (URA, URNM, NLR, etc). Another laggard has been the farmland play LAND. It did have a bounce today, but looks like the chart is still trying to form a bottom. The other farmland play FPI has done somewhat better.
Anyway, better to just stick with the broader index imo, so I've been using the S+P 500, plus the mid and small cap index ETFs (VO, VB), along with a little in the High Dividend Stock ETF (VYM). But only 20% total, so not a huge allocation. Just curious if you decided to get back in the market with a portion? Certainly can't blame you for wanting to stay on the sidelines, I'm very leery of the markets and world situation too. But hope you are having a nice (pre) holiday season, and enjoying it with your loved ones :o)
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Yes, definitely a lot going on, but at least the Fed's tightening cycle is likely over, so everyone is piling back into stocks. What worries me is next year and the potential for what I call the 'US bombs Iran' scenario. I figure the various 'powers that be' factions are itching to use this opportunity to destroy Iran's nuclear enrichment capabilities. Accomplishing this would require a significant event / provocation to get the ball rolling -- either a US ship hit / sunk in the Middle East, or a 9-11 type event happening here in the US. I figure it isn't very likely yet, but as the months go by next year I may start reducing the stock exposure from 20% down to 10% just in case. For now though, I figure investors can enjoy the ride, so 'don't fight the tape', 'don't fight the Fed'.
Btw, not sure if you are still following the nuclear energy space, but it's been surprising to see Centrus Energy (LEU) not participating much at all in recent months, just going sideways while other nuclear plays have been climbing (URA, URNM, NLR, etc). Another laggard has been the farmland play LAND. It did have a bounce today, but looks like the chart is still trying to form a bottom. The other farmland play FPI has done somewhat better.
Anyway, better to just stick with the broader index imo, so I've been using the S+P 500, plus the mid and small cap index ETFs (VO, VB), along with a little in the High Dividend Stock ETF (VYM). But only 20% total, so not a huge allocation. Just curious if you decided to get back in the market with a portion? Certainly can't blame you for wanting to stay on the sidelines, I'm very leery of the markets and world situation too. But hope you are having a nice (pre) holiday season, and enjoying it with your loved ones :o)
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